Setting up Chapter Management consists of the following:
■ Setting field prompts
■ Defining chapter codes
Once setup is complete, you can enter the chapter enrollments for anyone maintained in your customer database.
To use the chapter-tracking feature, your administrator must specify a Chapter Prompt field on the Customer Setup - Basic Options window.
If needed your administrator can also establish a hierarchical structure of up to three levels for your chapters by specifying group prompts on the Customer Setup - Basic Options window. For example, if your chapters are grouped by region, the proper region for the chapter can be designated. This will let you group customers by region (on reports, searches, etc.). With this added capability, you can produce detail or summary reports by region with the information sorted by region overall and chapter under that.
To set chapter prompts
1. From Customers, select Set up module > General, and click Basic Options to open the Customer Setup - Basic Options window.
2. Click Edit.
3. Enter a Chapter Prompt for tracking customers who belong to a particular chapter.
4. (optional) Enter a prompt in the Group 1 Prompt, Group 2 Prompt, and Group 3 Prompt fields. The prompts you define display between the Name and Short Note/Address fields on the Chapters window (from Customers, select Set up tables > Chapters). These groups allow you to specify and maintain hierarchies among your chapters, which facilitates targeted mailings and reporting. Examples of groupings include countries or regions, states, and counties and cities.
5. Click OK.
Sample chapter prompts defined on Customer Setup - Basic Options window displaying on Chapters window