The General Information window contains all the addresses and telephone numbers associated with the Owner along with information on the contact and the Owner’s status. The system defaults to the General Information window whenever you select the Owners option. To access the General Information tab from another window within Owner maintenance, click on the General Information tab.
When you add a new Owner, the system will display the Owner window as follows:
Enter or edit the information on the Owner’s General Information window according to the following specifications:
Owner Code
The owner code is a nine-character alphanumeric field used to identify the owner within the system. The system does not allow the use of duplicate codes. The sort field is used to sort the owners alphabetically.
Owner Name
Enter the name of the owner. The field allows for up to thirty-five alphanumeric characters and is required.
Contact
Enter the name of the person you would normally contact when calling the owner. The field allows for up to thirty-five alphanumeric characters and is required.
Email 1
Enter the contact’s primary email address. The field allows for up to twenty-five alphanumeric characters and is optional.
Email 2
Enter the contact’s secondary email address. The field allows for up to twenty-five alphanumeric characters and is optional.
Web
Enter the owner’s Web address. The field allows for up to twenty-five alphanumeric characters and is optional.
Sort By
Enter a fifteen-character sort by name used to sort the owners alphabetically on the selection list and reports. The system defaults to the first word in the name field, accept the default value or enter a different name. An entry in this field is required.
Pay To Field
This field is used to print the name on checks if the check is to be paid to a different name than the owner.
Status
Accept the default value of active, or change the status to inactive by selecting the inactive box. The system defaults to displaying only the active owners on the selection lists.
To save and exit the Owner window, press Page Down, click on the OK button, or press “Alt O”. To exit without saving the Owner window, click on the Cancel button, press “Alt C”, press Esc, or click on the “X” in the upper right corner of the screen.
To access online help, click on the Help button, press “Alt H”, or press F1.
The General Information tab includes separate windows for the owner’s address and telephone numbers.
Address Window
The system allows for the following types of owner addresses:
Mailing/Remit To
Home
Other
To access the address section, click in the Address box, or press “Alt R”.
Address Maintenance
To add a new address, move to address box of the General Information window and click on the Add button, press “Alt A”, or press the Insert key.
To edit an existing address, highlight the address and click on the Edit button, press “Alt E”, or press Enter.
To delete an existing address, highlight the address and click on the Delete button, press “Alt D”, or press the Delete key.
The system will display the Owner’s Address window as follows:
Enter or edit the information on the Address window according to the following specifications:
Type
Select the address type by clicking on the drop-down box arrow located on the right side of the box.
Address 1
Enter the first line of the address for the selected address type. The field allows for up to thirty-five alphanumeric characters and is required.
Address 2
Enter the second line of the address for the selected address type, if necessary. The field allows for up to thirty-five alphanumeric characters and is optional.
City
Enter the official city or township for the above address. The field allows for up to twenty characters and is required.
State
Enter the U.S.P.S. code of the state for the above address, or click on the Lookup button to select the state from the browse window. An entry in this field is required.
Zip Code
Enter the U.S.P.S. Zip Code for the above address. The system provides for the required standard five-digit code, along with the four-digit extension and is required.
Country
The system defaults the country to the United States. To select a different county click on the drop-down box arrow. An entry in this field is required.
To save and exit the Address window, press Page Down, click on the OK button, or press “Alt O”. To exit without saving the Address window, click on the Cancel button, press “Alt C”, press Esc, or click on the “X” in the upper right corner of the screen.
To access online help, click on the Help button, press “Alt H”, or press F1.
Phone Window
The system provides for the following types of owner telephone numbers:
Business
Emergency
Fax
Home
Mobile
Other
To access the phone’s section, click in the phone box, or press “Alt P”.
Phone Maintenance
To add a new phone number, move to phone section of the General Information window and click on the Add button, or press the Insert key.
To edit an existing phone number, highlight the desired phone number and click on the Edit button.
To delete a phone number, highlight the phone number and click on the Delete button, or press the Delete key.
The system will display the Phone window as follows:
Enter or edit the information on the Phone window according to the following specifications:
Type
Select the phone type by clicking on the drop-down box arrow.
Phone Number
Enter the telephone number for the selected telephone type.
To save and exit the Phone window, press Page Down, click on the OK button, or press “Alt O”. To exit without saving the Phone window, click on the Cancel button, press “Alt C”, press Esc, or click on the “X” in the upper right corner of the screen.
To access online help, click on the Help button, press “Alt H”, or press F1.