Setting up Chapter Management consists of the following:
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.
10.6 Production Release. Updated 2/24/2006 2:06:11 PM
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