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grantsprojects:tables:ssamembers:memberinfo

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grantsprojects:tables:ssamembers:memberinfo [2021/03/01 19:15] – emorenograntsprojects:tables:ssamembers:memberinfo [2021/06/22 20:28] (current) – emoreno
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-======Member Information======+======Member Information - GRT2150======
  
 <div #message></div> <div #message></div>
  
-//**Tables > SSA Members > Member Information**//+//**Grants and Projects > Tables > SSA Members > Member Information**//
  
-<WRAP round intro>Include the short page introduction here.</WRAP>+{{page>general:grantsprojects:tables:ssamembers:memberinfo_intro}}
  
 ====View a record:==== ====View a record:====
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 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
-^Member|Begin typing the member name or six-digit county-district number. As you type the data, a drop-down list of corresponding data is displayed. Or press the Spacebar to view a list of members. Select a member and click **Retrieve**. The member record is displayed.\\  \\  If the member name or county-district number is not known, click [[general:members_directory|Directory]] to perform a search of all active members.|+^Member|Begin typing the member name or six-digit county-district number. As you type the data, a drop-down list of corresponding data is displayed. Or press the Spacebar to view a list of members. Select a member and click **Retrieve**. The member record is displayed.\\  \\  If the member name or county-district number is not known, click [[general:members_directory|Directory]] to perform a search of all active/inactive members.|
  
----- 
  
 ====Add a record:==== ====Add a record:====
  
-VCV Click **Add** to add a new member record.  +{{page>general:grantsprojects:tables:ssamembers:memberinfobody}}
- +
-VCV Under **Member Information**, complete the following information: +
- +
-^County District Nbr|Type a six-digit county-district number. | +
-^Member Name|Type the member name. This field can be a maximum of 35 alphanumeric characters. Special characters are limited to the following: apostrophe, colon, comma, and dash. This field is required. |  +
-^Region|Type a two-digit region number. Valid values are 01-20. This field is required. |  +
-^Vendor|Type a valid vendor name or number. If the vendor number is not known, click {{:images:smallpicklist.gif?15|Ellipsis Icon}} to select a vendor from the [[general:vendors_directory|Vendors Directory]].\\  \\  The Vendor Directory is populated from the vendor records established on the [[finance:maintenance:vendorinformation:vendornameaddress|Finance > Maintenance > Vendor Information > Vendor Name/Address]] tab. This field is required.   |  +
-^Status|Click {{:images:dropdown.gif|Drop Down Arrow}} to select the member's status (i.e., //Active// or //Inactive//). This field is required.  |  +
- +
-  +
- +
-VCV Under **Main Contact**, type a contact name for the member: +
- +
-^Title|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a legal title for the contact person.| +
-^First|Type the contact's first name.| +
-^Last|Type the contact's last name. | +
-^E-mail|Type the contact's e-mail address.| +
- +
- +
-VCV Click **Save**. +
  
  
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 ^Retrieve|{{page>general:retrieve}}|  ^Retrieve|{{page>general:retrieve}}| 
-^{{:images:trash_delete.gif|Trashcan Icon}} | ++ Delete a row.|{{page>general:delete_a_row}}++|  /*Table row with text link*/  
  
  
  
 +
 +{{indexmenu_n>10}}
  
  
  
  
grantsprojects/tables/ssamembers/memberinfo.1614626153.txt.gz · Last modified: 2021/03/01 14:15 (external edit)

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