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When you enter ADD at the command prompt, the following is displayed:
Thu Sep 18, 2002 TESTER:
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Press F12/Do Key When Finished
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The week day, current date, and user name are displayed. This information becomes part of this note. Later, when you want to review or change this note, the date, user name and note text will be displayed.
Type in the text that you want to enter in this note. When you get to the end of a line, you can just keep typing. The note process will automatically move the cursor to the next line when a word cannot fit on the current line.
If you press the [Enter] key when entering note text, the cursor is moved to the next line.
While you are typing note text, if you need to go back a line or two and change, delete, or add some text, use the arrow keys to move to the line and location that you want to change or where you want to add text. Use the delete key to delete characters. As characters are deleted, the note process moves the text so there are no blank spaces. To add words, just type in the words, and the note process will automatically move the text appropriately.
When you have completed typing the note text, press the [Do] key.
Here is an example of typed note text BEFORE the [Do] key is pressed:
Thu Sep 18, 2002 TESTER:
This is a note for Mr. Van O'Smith. When I get to the end of this line, I will
just keep typing. The notes process moves the cursor to the next line when a __
word does not fit on the current line. I will press the "Do" key when I am ____
done with this note which is now._______________________________________________
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Press F12/Do Key When Finished
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Here is an example of the note AFTER the [Do] key is pressed:
Earlier notes: 0 Later notes: 0 1) Thu Sep 18, 2002 07:12 PM NOTE TESTER: This is a note for Mr. Van O'Smith. When I get to the end of this line, I will just keep typing. The notes process moves the cursor to the next line when a word does not fit on the current line. I will press the "Do" key when I am done with this note which is now. |
After a note is added, you are asked what type of note it is.
+-----Note Type------+ | Regular | | Financial Alert | | General Alert | +--------------------+ |
Select "Regular" if the note is NOT a financial or general alert note.
Select "Financial Alert" if the note is a financial alert note.
Select "General Alert" if the note is a general alert note.
If the note is a financial alert note, the note is displayed with the words "FINANCIAL ALERT" at the beginning of the note. For example:
1) Sat Sep 19, 2002 11:27 PM NOTE TESTER: FINANCIAL ALERT: Bob Batter's dues payments come from employer who only sends check each quarter. |
If the note is a general alert note, the note is displayed with the words "GENERAL ALERT" at the beginning of the note. For example:
3) Sat Jul 31, 2002 12:04 AM NOTE TESTER: GENERAL ALERT: This member belongs to local 1444 but often does work at other locals. He will probably have numerous travel cards issued. |
After you enter a note, you are asked for the next command. At this point, you can add more notes, change current notes, etc.
17.2.4 Changing Notes
Every member note has a unique number. If you want to change a note,
enter the number of the note you want to change. For example:
Command? 2_______
Enter ADD, note # to edit, NEXT, PREVIOUS, FIRST, LAST, DELETE, EXIT
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After you enter the member note number, the note is displayed and the cursor is placed on the first character of line 1 of the note.
2) Thu Sep 18, 2002 07:27 PM NOTE TESTER:
Here is another note for Mr. Van O'Smith. This is a test note just as the _____
previous note was a test note. This member is a test member.___________________
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Press F12/Do Key When Finished
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If you want to add text to the note, use the arrow keys to position the cursor at the end of the note text. The cursor will stop when it reaches the end of the note text. Type in the text you want to add to the note.
You can also delete text, and insert new text while you are changing the note. Use the arrow keys to move around in the note.
When you have completed changes to the note text, press the [Do] key. This will save the changed note, and you will be asked for the next command.
After a note is changed, you are asked for the note type.
+-----Note Type------+ | Regular | | Financial Alert | | General Alert | +--------------------+ |
Select "Regular" if the note is NOT a financial or general alert note.
Select "Financial Alert" if the note is a financial alert note.
Select "General Alert" if the note is a general alert note.
17.2.5 Deleting Notes
If you want to delete a member note, enter "DELETE" at the "Command"
prompt.
Command? delete__
Enter ADD, note # to edit, NEXT, PREVIOUS, FIRST, LAST, DELETE, EXIT
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After you enter "delete", you are asked for the number of the note that you want to delete.
Note # to delete? ____ |
Enter the number of the note that is to be deleted.
You are then asked if you are sure that you want to delete this note.
+Sure Delete Note# 2+ | Yes | | No | +-------------------+ |
Select "Yes" if you are sure you want this note deleted.
Select "No" to keep this note.
If "Yes", the note is deleted. If there are notes having note numbers greater than the deleted note, those notes will be re-numbered.
The ALTCONTACT - Alternate Contact Maintenance menu option is used by affiliates to add and maintain additional contact information for members.
The alternate contact information can include: other phone numbers, cell phone numbers, email addresses, Fax numbers, and pager numbers.
A member can have multiple alternate contact records. For example, a member could have entries for PAGER, CELL PHONE and EMAIL, or the member could have 3 different PHONE entries.
| Member and Dues Processing |
| NEWMEM New Member Entry |
| PAYCHRG Member Payments, Charges Entry |
| CHANGE Member Maintenance |
| IDCHANGE Member SSN/SIN Change |
| MOVEWALKIN Move Walk-in to Member |
| MEMNOTES Member Notes |
| ALTCONTACT Alternate Contact Maintenance |
| DUESCLASSCHA Future Dues/Class Change Maint |
| CONWITH Mass Conditional Withdrawal |
| MEMGOINITDISP Change Mbr GO Init Disp Flag |
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This chapter describes how to enter and maintain alternate contact information for members.
18.1 Alternate Contact Maintenance Input Screen
After you select ALTCONTACT from the menu, the member alternate contact
maintenance input screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliate:
Member :
Phone :
Order Type Alternate Contact Information/Text
------ ---------- ------------------------- -----------------------------------
Member name or ID? ____________________________________________________________
<ESC>=Exit Member Alternate Contact Maint <F2>=Back <F1>=Help
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18.2 Member Alternate Contact Maintenance Prompts and Responses
The following sections describe each of the member alternate contact
maintenance input prompts and responses.
You are asked for the member name or member ID.
Member name or ID? ____________________________________________________________ |
Enter the member's name or ID.
After a member name or ID is entered, the member's ID, name and some member information are displayed.
18.2.1 Adding Alternate Contact Information
After you enter a member name or ID, the following screen is displayed:
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliate: UBC01444 Tucson Local
Member : U-5743-5698 Rocky J Stone
Phone : (520) 555-1901
Order Type Alternate Contact Information/Text
------ ---------- ------------------------- -----------------------------------
1 Phone (520) 555-3005 520-555-3005 Sam Stone - Brother
2 Cell Phone (520) 999-1889 520-999-1889
2 Phone (520) 555-4402 520-555-4402 Sandy Stone - Sister
3 Phone (760) 555-8998 760-555-8998 Andy Stone - Brother
3 Phone (760) 555-1988 760-555-1988 Pebble Stone - Brother
4 Phone (619) 555-9007 619-555-9007 Mandy Stone - Sister
+----------Select Option-----------+
| ADD Alternate Contact Info |
| CHANGE Alternate Contact Info |
| DELETE Alternate Contact Info |
| EXIT Finished Contact Maint |
+----------------------------------+
<ESC>=Exit Member Alternate Contact Maint <F2>=Back <F1>=Help
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If no alternate contact information exists for this member, the only option offered at this time, is the "ADD" option.
+----------Select Option-----------+ | ADD Alternate Contact Info | | CHANGE Alternate Contact Info | | DELETE Alternate Contact Info | | EXIT Finished Contact Maint | +----------------------------------+ |
Select the "ADD" menu item to add new member contact information.
You are asked for the type of contact information you are going to add.
+-ADD: Select Type-+ | Cell Phone | | Email | | Fax | | Pager | | Phone | |------------------| | Finished/Exit | +------------------+ |
Select one of the types from the menu.
Note: You can add information for any or all of the communication types. You can also add multiples of any of the types, except for EMAIL. The member can only have one Email address.
For example, a member could have entries for PAGER, CELL PHONE and EMAIL, or the member could have 3 different PHONE entries.
You are asked for the alternate contact. This is the phone number, email address, cell phone number, etc. that you want to add.
ADD: Phone (numbers only)? __________ |
Enter the alternate contact information.
You are asked for information regarding the alternate contact.
ADD: Information/Text About Contact? ________________________________________ |
Enter the alternate contact information/text.
You can enter up to 50 characters of free-form text.
You can specify which alternate contact number/type should be called first, second, etc.
You are asked for the number you want to assign to this contact item.
ADD: Order to use? ____
Enter an Order Number, if Any
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Press [Enter] to skip this prompt, if you do not want to enter an order number.
Enter any number from 1 to 99.
After you have entered the alternate contact information, you are asked if you want to add this data.
+ADD information+ | Yes | | No | +---------------+ |
Select "Yes" to add this alternate contact information.
Select "No" to return to the previous prompt.
Press <ESC> to abort this entry process.
If "Yes", a record is added for this alternate contact data.
18.2.2 Changing Alternate Contact Information
To change alternate contact information for a member, enter the
member's name or ID.
After you enter the member name or ID, the current alternate contact information is displayed.
Select the "CHANGE" menu option to make changes to current alternate contact information.
+----------Select Option-----------+ | ADD Alternate Contact Info | | CHANGE Alternate Contact Info | | DELETE Alternate Contact Info | | EXIT Finished Contact Maint | +----------------------------------+ |
A menu of the alternate contact records is displayed, and you are asked to select the item you want to change.
+-------------Select Contact Information to change--------------+ | | | Order Type Alternate Contact | | 1 Email [email protected] | | 1 Phone (520) 555-3005 | | 2 Cell Phone (520) 999-1889 | | 2 Phone (520) 555-4402 | | 3 Phone (760) 555-8998 | | 3 Phone (760) 555-1988 | | 4 Phone (619) 555-9007 | |---------------------------------------------------------------| | Finished/Exit | +---------------------------------------------------------------+ |
Select the appropriate item from the menu.
After you select an alternate contact item from the menu, you can change any or all of the data fields.
After you finish your changes, you are asked if you actually want to change the information.
+CHANGE information+ | Yes | | No | +------------------+ |
Select "Yes" to change this alternate contact information.
Select "No" to return to the previous prompt.
Press <ESC> to abort this change process.
If "Yes", the record is updated with the new alternate contact data.
18.2.3 Deleting Alternate Contact Information
To delete alternate contact information for a member, enter the
member's name or ID.
After you enter the member name or ID, the current alternate contact information is displayed.
Select the "DELETE" menu option to delete current alternate contact information.
+----------Select Option-----------+ | ADD Alternate Contact Info | | CHANGE Alternate Contact Info | | DELETE Alternate Contact Info | | EXIT Finished Contact Maint | +----------------------------------+ |
A menu of the alternate contact records is displayed, and you are asked to select the item you want to delete.
+-------------Select Contact Information to Delete--------------+ | | | Order Type Alternate Contact | | 1 Email [email protected] | | 1 Phone (520) 555-3005 | | 2 Cell Phone (520) 999-1889 | | 2 Phone (520) 555-4402 | | 3 Phone (760) 555-8998 | | 3 Phone (760) 555-1988 | | 4 Phone (619) 555-9007 | |---------------------------------------------------------------| | Finished/Exit | +---------------------------------------------------------------+ |
Select the appropriate item from the menu.
After you select an alternate contact item from the menu, you are asked if you actually want to delete this item.
+Sure DELETE information+ | Yes | | No | +-----------------------+ |
Select "Yes" to delete this alternate contact information.
Select "No" to return to the menu of contact items.
Press <ESC> to abort this delete process.
If "Yes", the information is deleted.
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