Individual Other Tab

Field Descriptions

Source

Enter a code for the source on how we received this individual's name. For example, did this person see our membership ad in the fall newsletter or maybe the direct mail flyer that was sent in May. This information can be used to provide data to our marketing department and for the budget. Simply choose a source from the pop-up; SAMS inserts the code and displays a description of the source type for you. Source codes and descriptions are defined using the Source Code option of the Lookup Codes menu for Individuals located on the SAMS toolbar.

Add Date

The Add Date field is automatically entered by SAMS to the current date. This date reflects the date the individual record was added to the database.

Enter the first name of the spouse for the individual.

Mail Code

Enter a code describing the type of mail the individual should receive. Mail codes and descriptions are defined using the Mail Codes option of the Lookup Codes menu for Individuals located on the SAMS toolbar.

DOB

Enter the date of birth for this individual.

Enter the occupation of the individual here. These are lookup codes and are different from position code in the fact that this code describes what the individual does (i.e. civil engineer), not their position within the firm.

You can use this field to distinguish the different types of prospective members. Prospect codes and descriptions are defined using the Prospect Codes option of the Lookup Codes menu for Individuals located on the SAMS toolbar.

Member Add Date

Enter the date this individual becomes a member of your organization. This field is not automatically updated by SAMS.

Standard Industrial Classification Code. These codes are set by the Federal Government to indicate the company's type of business. The codes are used for tax filing purposes.

Subscription Type and Subscription Expiration Date

Enter the subscription type and expiration date for this individual. Subscription codes and descriptions are defined using the Subscription Codes option of the Lookup Codes menu for Individuals located on the SAMS toolbar.

Journal?

Place a check in the box if the individual should receive your organization's publication.

Journal Expiration Date?

Enter the expiration date for the receipt of your organization's journal publication.

User Name and Password

If you are going to allow each member to change information via the web, they must enter their user name and password for editing purposes - you will have a specific location to search for this information should the individual forget their password.

Web Page

Enter the web page this individual is associated with.

Specialty

This is an open ended data field. For example, the type of law a lawyer specializes in or extra long titles.

Ethnic Org

Enter an ethnic origin, this information can be used for statistical reports.

Points

The total, used, and balance field for points are calculated by SAMS from the Points screen. From the Details page, right click and choose Points.

User Initials and Last Change Date

SAMS will insert the users initials and date of the last person who edited this record.

PRINT THIS PAGE