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grantsprojects:tables:ssamembers:memberinfo

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Member Information

Tables > SSA Members > Member Information

Include the short page introduction here.

View a record:

Field Description
MemberBegin 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 Directory to perform a search of all active members.

Add a record:

❏ Click Add to add a new member record.

❏ Under Member Information, complete the following information:

County District NbrType a six-digit county-district number.
Member NameType 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.
RegionType a two-digit region number. Valid values are 01-20. This field is required.
VendorType a valid vendor name or number. If the vendor number is not known, click Ellipsis Icon to select a vendor from the Vendors Directory.

The Vendor Directory is populated from the vendor records established on the Finance > Maintenance > Vendor Information > Vendor Name/Address tab. This field is required.
StatusClick Drop Down Arrow to select the member's status (i.e., Active or Inactive). This field is required.

❏ Under Main Contact, type a contact name for the member:

TitleClick Drop-down Arrow to select a legal title for the contact person.
FirstType the contact's first name. This field can be a maximum of 50 characters.
LastType the contact's last name. This field can be a maximum of 50 characters.
E-mailType the contact's e-mail address. This field can be a maximum of 45 characters.

❏ Click Save.

Other functions and features:

Retrieve

The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost.

Trashcan Icon Delete a row.
grantsprojects/tables/ssamembers/memberinfo.1614626389.txt.gz · Last modified: 2021/03/01 14:19 (external edit)