RECORD IDENTIFICATION METHODS


Each record is uniquely identified with an ID. Depending upon your initial set-up decision on how to identify your records, you may choose to assign IDs in one or more of the following manners:

Sequential Numbering

Automatic From Name

User Defined

COMPANY/PERSONAL

NAME

ADDRESS

CSZC

PHONES

TYPES

START DATE

LAST DATE

COMPANY

ATTN

LAST NAME - Enter the last name. Example: MCMURRY

FIRST NAME - Enter the first name. Example: JOHN

MI - Enter a middle initial if applicable and include the period. Example: L.

TITLE - Enter a title and include the period. Examples: MR. MS. DR. MISS

DEGREE - Enter a degree if applicable and include the periods. Examples: M.D., D.D.S.

POSITION

NICK

Enter a nickname if applicable. Example: BOB