Guidelines for entering a Business or Organization
From the Add New Family page use the following guidelines for entering a Business or Organization into the Family List.
- Prefix = Unknown (If your lookup values do not contain an unknown prefix value, one may be added by your diocesan or parish administrator or you can use one of the fields provided and remove it after selecting Save/Edit.)
- First Name field should contain either a “.” Or “-“
- This will satisfy the required field and not interfere with the display of the tag name on the Family or Member lists.
- Last Name - Enter the full Business Name in the last name field (this allows for easy look-up in the Family and Member Lists)
- Member Type = Head
- Gender should consistently be entered as either “M” or “F” for all businesses.
- Family Group = Diocesan/Parish preference, typically Active.
- Registration Status = Unchecked (Not Registered)
- Mailing Name & Salutation Fields should be manually populated with Full Business Name or
- If diocese/parish would like a business owners name in the Salutation Fields they may do so, or include a generic salutation of “Friend”.
- If you chose something other than unknown for the prefix update the Auto Fill Fields removing Mr. or Mrs. etc.
- Select Save & Edit
10. Use Suggested Address or Use Entered Address
11. If you had to use something other than unknown for the prefix you should update the record accordingly. Select the Member Details tab.
12. Select Change Tab & Lose changes.
13. Select Edit Details.
14. Replace the title field with the blank field.
15. Save and Close.
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