Name Entity Window

Use this window to view and manage information about all individuals, educational institutions, businesses, and organizations referenced in the database. Each has its own unique  ID Number to help you track information about it throughout the system. Available tabs let you review, enter, and update all known name, address, biographical, relationship, and attribute information for a selected ID.

The Salutations and Biograph tabs only appear for Individuals (Individual radio button selected from the Name Options and Details from the View options).

Information entered and shown on this window is stored in the Address Master, Alternate Contact Method, Attribute Transaction, Biograph Master, Items, Name Master, Name Type Master, Relationship, and Salutation Master tables.

Header and Tabs

Name Entity

Name Option

 

View

 

ID Number

Individual

Business/Organization

Summary

Details

Summary Tab

Individual Tab or Business/Organization Tab

Salutations Tab

Addresses Tab

Biograph Tab

Relationships Tab

Attributes Tab

Notepad Tab

Button

After you enter an ID Number, the User button is available on the Individual or Business/Organization, Biograph, Attributes, and Address tabs and opens the User Defined Forms window with the tab name appended (i.e., User Defined Forms - Name, User Defined Forms - Biograph, etc.).

How To

Add a new name to the Name Master table?

Add Address Information to the Address Master table?

Add Notepad Items to a Name Entity?

Add Biographical Information to a Name Entity?

Add Ethnic/Race Information to a Name Entity?

Add Relationships to a Name Entity?

Related Topics

Common Functionality for Data Entry Windows

Common Functionality for Grid Windows

System Names