Account Header

The Account Header displays on the top of most forms that show account data.

It contains demographic information about the account for quick reference, including names, addresses, and phones.

 

 

Edit Account - Click on the dropdown to select Edit Account, Edit Account Express, Delete Account, or Merge Account.

 

Account Name - The Primary and Spouse account members names of the account are displayed. There is an option to change the format of how the name is displayed. The default format, as shown above, is Last Name, Primary Title + Primary First & Spouse Title + Spouse First.

 

If the primary or spouse are marked as deceased, the name will display in gray.

 

Click on the dropdown to select to display the account's Reference ID An alpha-numeric account id that may be entered by the user for an account on the Demographics > Account form. The Reference Number can be displayed on the account header of every form.  (shown in the image above), Hebrew Name, Primary Solicitor, Memorial Fund Number, or Association Note.

 

ID - The account's ID number.

 

Address Types - The addresses on the account are listed on the header's left side. Click on an address type to display the address and phones on the right.

 

Addresses & Phones - The address, occupation, and all phone numbers of the address selected will display.

 

If the primary or spouse account members have a photo in the system, it will display as well.

 

The following features are represented by these icons on the side of the Account Header:

- Collapse the account header to display just the top row of the name and ID.

This may be used to save room on the screen if a form has a lot of data to display.

- Click on the phones icon to open the Phones form to display all phone numbers on the account.

- Click on the notes icon to open the Notes form to display all notes on the account.

- Click on the remarks icon to open the Remarks form to display all demographic memos on the account.