Adding Other Information to the Association’s Directory
Adding Other Information to the Association’s Directory
The Other Information screen can be used to store association-specific information such as gates’ entry codes that is not stored elsewhere in CINC Accounting.
Setting Up Association’s Other Information Types
Before adding Other Information to the association’s directory (see Entering Other Information in the Association’s Directory), set up the Association Other Types.
Select System > Drop Down Options. If you are using universal navigation, click Settings > General > Drop Down Options.
Select Association Other Type from the Drop Down List.
Click New. A blank row is added to the Maintain Drop Down Options screen.
Enter a Description and click Save.
Repeat steps 3 and 4 for each additional Association Other Type.
Entering Other Information in the Association’s Directory
NOTE: The Association Other Types options should be set up prior to adding Other Information to the association’s directory. (See Setting Up Association’s Other Information Types)
Select Setup > Association Setup. If you are using universal navigation, click Associations > Associations > View All.
On the Association List screen, choose the association by clicking on the association’s name hyperlink.
On the Association Information screen, click the Directory tab at the bottom of the screen.
Select Other Information in the View field, then click New.
Select the Type of Other Information to be added.
Complete the user-defined fields (at the bottom of the screen) as needed.
Click Save.
Editing Other Information in the Association’s Directory
Select Setup > Association Setup. If you are using universal navigation, click Associations > Associations > View All.
On the Association List screen, choose the association by clicking on the association’s name hyperlink.
On the Association Information screen, click the Directory tab at the bottom of the screen.
Select Other Information in the View field.
Click the hyperlink of the Other Information to be edited.
Edit the information (at the bottom of the screen) as needed.
Click Save.
Deleting Other Information from the Association’s Directory
Select Setup > Association Setup. If you are using universal navigation, click Associations > Associations > View All.
On the Association List screen, choose the association by clicking on the association’s name hyperlink.
On the Association Information screen, click the Directory tab at the bottom of the screen.
Select Other Information in the View field.
Select the checkbox next to the Other Information to be deleted and click Delete.