Summary Tab (Name Entity Window)

This tab is similar to the Quick Name Entry window.

This tab allows you to retrieve and quickly enter information on names and organizations. It displays information from the Name Master or Organization Master, Biograph Master, and Address Master tables. You can enter a new individual or business/organization name entity, and the information will be stored on the appropriate tables. You can enter an existing ID Number to retrieve information that can then be edited.

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 a change is made to the Last, First, or Middle Name columns for an individual or the Business Name column for a business or 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 Name Entity 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.

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.

· 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.

The Name History button opens the Name History window for the ID Number (individual or organization).

The Maintain Organization Master Organization Codes window can be accessed via the right-click.

Columns for Individual

Individual Name
	Name L F M
	Current Address	FERPA Restricted
Biograph
	SSN	Birth Date	Gender
	Old Ethnic Group	Marital Status
Address
	Address Code
	Attention
	Address Line 1
	Address Line 2
	Address Line 3
	City
	State
	ZIP
	Country
	Phone
	Extension
	Phone Private

Columns for Business/Organization

Business/Organization Name
	Business/Org Name
	Current Address (Code)	FERPA Restricted
Business/Organization		Educational Institution
	Type	Code	Type
Address
	Address Code
	Attention
	Address Line 1
	Address Line 2
	Address Line 3
	City
	State
	ZIP
	Country
	Phone
	Extension
	Phone Private