Client Address Details
Use this page to format the contact details for your clients. You can control which fields you want to include on the client page, set initial values for those fields and set the screen names for certain fields.
The program will use selected fields 
on your client screen and
will not show de-selected fields will not be seen. (Release Version 3.4)
If you select Company Name, it becomes an available field on the client screen.
A Company Name field appears on the client screen and the surname field becomes the surname of a contact at the company. The program will address invoices and statements will be to the company name. You can search for this client by company name or (contact) surname.
Initial Value is the
default phone number to appear on the client screen. Use the Setup button 
to add, edit or delete Phone
types (home, work, mobile etc.) or to modify the number templates.
Address Line 1
Leave this field active. Don’t put anything in Initial Value as this would be the default for every new client added.
Address Line 2
Not used very often. If you do use Address Line 2, don’t put anything in Initial Value as this would be the default for every new client added.
Address Line 3
Enter your own preferred Screen Name for Address Line 3.
This might be - City, Suburb, Town or Village.
Don’t put anything in Initial Value as this will be the default for all new clients.
Use the Setup button to add, edit or delete
entries in the Address Line 3
list. Miss-spelt names are quite common in this list and editing or
deleting entries effects all clients attached to the entry. When you delete an
entry you should nominate another item from the list to replace it. This updates
all client records attached to the incorrect entry.
Suburbs, State and Postal Code lists
Over time, your list of Suburbs, Postal Codes (ZIP Codes) and States (Provinces) listings can develop incorrect data trends. This is the inevitable result of human use over time, as well each contribute our own miss-typing or miss-spelling to the general chaos. Often a data conversion or update can highlight these errors and may be a catalyst for fixing them.
You can fix these errors yourself. However, there are a large number of data entries you need to change, RxWorks support can do it very quickly at the database level.
To fix up listings yourself:
■ Go to Options & Setup > Client > Client Address Details
■ Press the 
button to get to the Configure
Addresses dialog.
■ From here you can Edit, Add or Delete an entry.
■ If you delete an entry that is in use, you will need to merge it with an existing entry. The program will prompt you automatically if this is the case.
None, Prompt or Auto?
Beside the Setup button is an Update control. Setting this to Auto allows all new entries (including misspellings) to be added to the list. Using Prompt causes a warning to be given to users who try to add an entry not already in the list. This partially controls the addition of misspellings. Using (none) disallows any new entries. This controls misspelt entries entirely but you need to be confident every possible entry is already in the list.
State/Postcode
You can enter your preferred Screen Names for these fields.
State/Postcode values
are linked to Address Line 3 entries
and can also be edited. using the Setup button beside
Address
Line 3 .
Do not set an Initial Value for State/Postcode.
UK Postcode Management
The postcode management tools for the UK were expanded in Release 3.4 to allow for the update of UK postcodes. The software can now update client postcodes that have been changed for the various UK regions, using the database of updated postcodes in the AFD Postcode software.
When you install AFD postcode software you can specify the postcode and street number when entering a new client. The software will fill in the address details automatically when you add the client and click OK. (Version 3.4 Release)
|
|
|
Selecting Prefix Name adds a field on the Client Screen for common Last Name prefixes.
This is designed for Dutch users and allows names such as "Van Doorn" to be split into the Prefix Name "Van" and Last Name "Doorn".
Using Prefix Names will speed up client searches. It allows you to search for this client typing "Doo" into the Last Name field. Without this feature you would need to type "Van Doo".