Basic Account Info

Editing Basic Account Info:

Basic account information can be edited or added directly from an open account. The Green Pen next to last name in the account information section of an open account needs to be clicked on to enable editing/entering basic account info.

The following is a list of some of the additional information that could be added for an account:

1. Inactive indicates that this name on the account is no longer active. This name will not show on any letters or mailings although it can still be used in search

criteria. – Only applies when editing account info once the account was already entered

1. Uses his name - check this off if the wife goes by her husband's name. Example: Mrs. Henry Braun
2. Uses Maiden Name - check this if the wife goes by her maiden name. Example: Ms. Joy Berk-Braun. Enter the maiden name next in the text box next to the check box
3. Salutation - This is an override for mailings. Example: If Mr. Henry Braun also referred to as Rabbi Zvi Braun, and you want his mailings to read Dear Rabbi Zvi, enter Rabbi Zvi in salutation
4. Default Address - gets filled in automatically when an address is entered. If there is more than one address on the account, select the address that you want to be the default. This is the address to which all mail will be directed unless indicated otherwise.
   • When opening an account that does not have a default address set, Admire will automatically attempt to select a default address for you if there is any address on the account. If this scenario happens, the Apply button on the bottom right of the account screen will be enabled even without you making any changes. Just by pressing Apply, the default address will now be set for the account. 
   • Note: Accounts with no default address will not be included on any mailing lists. 
5.  Notes- general notes on the account

Account Contact Information Indicators

Any screen which displays basic account information (pledge quick entry, payment quick entry, etc.) uses the green and red indicators to provide details on missing contact information. Green boxes indicate that information was provided; red indicates missing information. Hovering the mouse over an indicator will display the field name that is provided/lacking.

In the sample image provided, hovering the mouse over the two red indicators displays a tooltip displaying 'No Mail' and 'No Email'.