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Name Fields Preferences

Enable/Disable Fields on the name screen.

Name Preferences

  • City and State, Type in - allows you to manually enter the City and State. Since this option disables the zip code validation routine, we DON'T recommend selecting it.
  • Encrypt Value NMCODE2 - encrypt the value stored in this field--meant mostly for organizations who store the individual's ID # in this field.

IMPORTANT

Encrypted fields cannot be used in searches/queries. If you encrypt this field, you can no longer query on the value in report areas.

  • Minimum Length NMCODE2 - set the minimum length of NMCODE2 entries.
  • Label As ... - allows you to relabel the field to collect  data specific to your organization.
  • Popup List? - enables popup list feature on selected fields (list of available entries pops up when you tab into the field).
  • Report on Startup Callback Date Field - enables the check for callbacks routine during start up and displays any callbacks scheduled on that date for viewing/printing.
  • Save as home addr Firm - if checked, enters the firm address as the individual's address when selecting a firm.
  • Validate? Salutation and County - enables validation for these field entries.
  • Zipcode Popup List? Country - enables validation for Country field. Country list comes from Zip Code records.

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