Difference between revisions of "Edit File by Name"
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m (SPederson moved page Member Management-Edit File-by Name to Edit File by Name) |
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| − | + | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0560HA">The </span><span style="font-weight: bold;">File-by Name</span> is used for internal purposes. The name in this field indicates how the member name is displayed in the drop-down list when searching for this member. It can be left the same as the <span style="font-weight: bold;">Company Name</span> or changed to indicate a name that is more familiar to your staff. Reports and communication will still display with the company name that is displayed on the <span style="font-weight: bold;">General </span>tab. Example: <span style="font-weight: bold;">Company name:</span> The Treehouse, <span style="font-weight: bold;">File-by name</span>: Treehouse, The</div> | |
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<div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0460HA">Click </span><span style="font-weight: bold;">use Company Name</span> to automatically copy the <span style="font-weight: bold;">Company Name</span> into the <span style="font-weight: bold;">File-by Name</span> field.</div> | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0460HA">Click </span><span style="font-weight: bold;">use Company Name</span> to automatically copy the <span style="font-weight: bold;">Company Name</span> into the <span style="font-weight: bold;">File-by Name</span> field.</div> | ||
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<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0160HA">[[Image:Member_Management-Edit_File-by_Name-MemberManagement.1.17.1.jpg]]</span></div> | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0160HA">[[Image:Member_Management-Edit_File-by_Name-MemberManagement.1.17.1.jpg]]</span></div> | ||
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Latest revision as of 13:40, 5 May 2016
The File-by Name is used for internal purposes. The name in this field indicates how the member name is displayed in the drop-down list when searching for this member. It can be left the same as the Company Name or changed to indicate a name that is more familiar to your staff. Reports and communication will still display with the company name that is displayed on the General tab. Example: Company name: The Treehouse, File-by name: Treehouse, The
Click use Company Name to automatically copy the Company Name into the File-by Name field.
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On the General tab, edit the File-by Name field in the Additional Information area. |
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Click Save. |
