Names Module ​
The Names Module is your gateway to the information related to the individuals involved in your programs. From within this module, you'll maintain their personal data, register them in courses, keep a contact log, etc. You can also print reports for the specific individual (i.e. the name record you have open) such as a fax cover, envelope, or transcript.
Adding Names ​
- Adding a Name record
- Entering Firm
- Setting a Default Fee Category
- Adding Interest Codes
- Setting Flag Fields
- Demographics
- Adding Comments
- Additional Information
- Adding Credentials
Other Name Features ​
- Special Tools
- Keeping a Contact Log
- Call Back System
- Name Grouping
- F5 Name Search Tool
- Cloning Name records
- Name Additional Documents
Viewing Lists and Reports ​
- Viewing list of courses individual has taken
- Viewing individual's Payment History
- Printing Transcripts
- Printing Labels
- Inquiry Letters
- Name Report Areas