Adding a Name Record

To add a new name record:

  1. You can add a new name record in the following ways:
    • Click the Add New Name button on the Main Toolbar
    • Select File > New > Name or Module > Names > Add New Name
    • If you have the Names screen open, click the Add button on the Module Toolbar
    • Press Alt+A
  2. Enter the name information in the appropriate fields.  Note:  the system will check for possible duplicate records when adding a new name record.  
  3. Click the Save button to save your new name record.
  4. When you save the record, the other Name tabs will become available.  You can now continue entering information into the Name record:

    Duplicate Name Checking
    Entering Special Characters
    Entering Firm
    Entering Zip Code
    Setting a Default Fee Category
    Adding Interest Codes
    Adding Comments
    Setting Flag Fields (Don't Mail, Excl, Label Flag)



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