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.)
- 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”.
3767 Ranchero Drive, Suite 100 | Ann Arbor, MI 48108 | Toll Free 866.930.4774 | Fax 734.205.1011
Article is closed for comments.