Purpose: The Summary tab contains a recap of information, for the individual, found on various tabs in Names file maintenance. The tab is divided into nine sections described below.
Launch Point: This tab can be launched from:
•Names → File Maintenance →
Example:
Note: This tab can be set as the default tab when Names file maintenance is launched. See the document on User Preferences.
Personal Information and Status
Name (ID): Shows the individuals name from the Name tab in Names file maintenance. The ID number is shown in parenthesis after the name.
Nick name: If the person has a Nick Name on the Name tab of Names file maintenance, it will be displayed in quotes below the name.
Credentials: Shown if the person has Credentials on the Name tab of Names file maintenance.
Years Old: Shows the person’s age if there is a Birth Date on the Data tab of Names file maintenance. On the birth date “BIRTHDAY TODAY!” is shown.
Status: Current Status on the Name tab of Names file maintenance.
Type: Current Type on the Name tab of Names file maintenance.
Years of Membership: Shows only if the current status is Member in Good Standing. Shows the number of years the person has been a member. Note: calculated using Joined on the History tab of Names file maintenance.
Number of Terminations: Shows only if the person has ever been terminated or resigned. Shows the number of times the person has been terminated and/or resigned.
Contact Information
Firm: Shows Linked or Unlinked firm information from the Name tab of Names file maintenance. Including the firm’s general phone and direct phone for the individual. If the firm is a linked firm the firm ID will be shown in parenthesis after the firm name. Click the link text to open the Firms file maintenance record.
General Business: If there is a linked firm on the individual, the firm’s General Business on the Name tab of Firms file maintenance is shown.
Specific Business: If there is a linked firm on the individual, the firm’s Specific Business on the Name tab of Firms file maintenance is shown.
Firm pays dues: If there is a linked firm on the individual, the firm’s Firm Pays Dues setting on the Data tab of Firms file maintenance is shown.
Home: Shows the persons Home address from the Name tab of Names file maintenance. Including the Home Phone.
E-mail: Shows the persons Email from the Name tab of Names file maintenance if there is an email listed.
General Mail Preference: Shows the General mail preference from the Name tab in Names file maintenance.
CE Mail Preference: Shows the Continuing Education mail preference from the Name tab in Names file maintenance.
Account Balances
Dues: The current dues balance for this individual from the Dues tab in Names file maintenance.
Events: The current events balance for this individual from the Event tab in Names file maintenance.
Products: The current products balance for this individual from the Products tab in Names file maintenance.
Review: The current review balance for this individual from the Review tab in Names file maintenance.
Names MOA: The current Names Money on Account balance for this individual from the Event tab in Names file maintenance.
Firm MOA: The current Firm Money on Account balance for the linked firm for this individual from the Name tab in Firms file maintenance.
Certification
In State: Shows the In-State# and In-Date on the Data tab of Names file maintenance. If this information exists for the individual then the number of years certified will also be displayed. Note: the number of years certified is calculated from the oldest certification date, in or out of state.
Out of State: Shows the Out-State, Out-State# and Out-Date on the Data tab of Names file maintenance.
Committee Membership
Committee: Shows committees and position assignments for committees this individual is currently serving on.
Position
Code: Current position Code on the Name tab of Names file maintenance.
Description: Current position Description on the Name tab of Names file maintenance.
Future Registrations
Registrations: Shows registrations in future events. Note: limited to the next 12 months.
Events Attended
Registrations: Shows events that have occurred for which this person attended. Note: limited to the last 12 months unless this person has attended less than five events in the last 12 months. In that case the last 5 events attended are displayed.
Log Entries
Log Entries: Shows log entries for this individual from the Log tab in Names file maintenance. Note: the same security settings for viewing log entries on the Log tab apply here.