Set the Number of First Name Characters to Match during Duplicate Checking
You can determine how many characters of the First Name the system should use when looking for duplicate Name records with the First Name Match setting on System Preferences. For instance, set it to 5 and the system will only show possible duplicates if the Last Name and first 5 letters of the First Name match the entries in your new name record.
Use the Fee Category
Enable the Fee Category field if you offer special discounts to qualified individuals (e.g. a senior citizen discount). If the fee type has been set up for the course, the individual will automatically be assessed the discounted fee when you register them in a course, saving you the time it takes to assess them the correct fee.
Enable Name Grouping
If you have several family members taking courses but you only want to send one catalog or brochure to the household, consider enabling and using the Name Grouping feature that allows you to group family members together and set one as the primary contact. You can then print a special mailing label report that prints only one label for the family sent to the primary contact.
Note: Name Grouping is not the same as Registration Grouping (i.e. grouping registrations together to simplify group payment process).
Display UDF data on the Main Names Tab
If you use Name User Defined Fields, you can display the contents of those fields on the Main tab of the Names screen.
Use the Call Back Feature
Enable the Call Back Feature to schedule callbacks. You can set the call back date and the user who should make the callback. On the specified date, a screen will pop up when the user logs into the system displaying the day's Call Back list.
Use the Clone Names Feature to Quickly Add Family Records
Use the Name Cloning feature to quickly add several family members with the same address and contact information to your database. Note: you can also use this feature to add several people from the same firm.
Set the Default Sort Order for Name Records
Set the default sort order for Name records on Name Preferences. For instance, if you frequently look up records by Firm, set the default to Firm. This allows you to use the Next and Previous buttons to quickly move between the group of records.
Note: you can temporarily change the sort order of Name records with the Sort Order button on the Names screen (e.g. temporarily sort records by zip code).
Related Topics