This window is also the Summary tab on the Name Entity window.
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This window is also the Summary tab on the Name Entity window. |
The Quick Name Entry window allows you to retrieve and quickly enter information on names and organizations.
· It displays information from the Name Master, Address Master, Biograph Master, and Organization Master tables.
· You can enter a new individual or business/organization name entity, and the information is stored on the appropriate tables.
· You can enter an existing ID Number to retrieve information that can then be edited.
· Right-click on this window to access the following windows:
o Notepad
o Maintain Organization Master Organization Codes
o Maintain Biograph Information
o Notepad
Depending on whether you select the Individual or Business/Organization radio button in the Name Option group box, the columns on the window will vary.
· If you select the Individual radio button, the Name LFM will appear in three separate columns for first, last, and middle names. The Biograph group box displays SSN, Gender, and Ethnic Group columns. Upon creating a new entity, the Name Option can be chosen. However, after the entity is saved, you cannot switch the Name Option because it is associated with the Name Format and/or Name Type.
· If you select the Business/Organization radio button, the "Name" label will change to "Business/Org Name" and will appear as a single column. The Organization group box displays Organization Type, Educational Institution Code, and Educational Institution Type columns.
If a change is made to any of the Name LFM columns for an individual or the Business/Org Name column for a business/organization, the following message will be displayed: "You are about to update the Name field(s) of an existing record. Do you wish to save the changes for ID Number [xxx]? Click OK to save the changes, or Cancel to return to the record without saving changes. Use a right mouse click to access the 'Add Row' option to create a new ID."
· If you click OK, the changes are saved to the currently selected Name Master row.
· If you click Cancel, the Quick Name Entry window is displayed and no table changes are saved. This prompt helps to ensure that you intended to make a change to the currently displayed ID Number rather than create a new ID Number.
The Address group box displays the same columns for both name options. The Address Code, Address Line 1, Address Line 2, City, State, ZIP, Country, Phone, County, and Address Status columns are displayed.
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You may need to click the QAS Lookup Address icon ( |
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Individual Name |
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Current Address (Code) |
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Biograph |
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Address |
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Lookup Address Icon |
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Name |
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Current Address (Code) |
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Organization |
Educational Institution |
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Address |
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Add a Name using the Quick Name Entry window?
Edit Name Information via the Quick Name Entry window?
) when adding/editing an address that is not an e-mail address. The following address lines may not be available for entering/editing address information: Street Address, City/State/ZIP, Country, and County (only if you are using the QAS County functionality).