Officer setup

The Officer setup functions lets you enter information on each staff member whom you would like to be able to assign to one or more person records.

To report the current information stored on one or more officers

1. Click Setup > Officer in the Menu Bar.

2. Click

Do the following, as needed:

3. Click $image\closebox.gif$ to close the report.

To view or modify the information stored on a specific officer

1. Click Setup > Officer in the Menu Bar.

If necessary, click a page number or an arrow

to cycle through the records in sort order.

2. Double-click the row in the grid for the officer:

Enter or edit information in the Officer Information page as desired. There is help available on each field. See Notes below for the uses of officers in GiftWrap.

3. Click to save your changes.

4. Click $image\closebox.gif$ to close the Officer Information page.

To delete a specific officer (allowed only if no gifts are assigned to the officer)

1. Click Setup > Officer in the Menu Bar.

If necessary, click a page number or an arrow

to cycle through the records in sort order.

2. Double-click the row in the grid for the officer you want to delete.

3. Click .

4. Click Yes to confirm deletion of the officer.

To add an officer

1. Click Setup > Officer in the Menu Bar.

2. Click .

3. Enter the information about the officer. There is help available on each field.

4. Click when done.

5. Click $image\closebox.gif$ to close the Officer Information page.

Notes:

The information you enter through Setup > Officer serves these purposes:

It creates a list of officer initials from which you can choose the officer who is assigned to a person. Officer initials are entered into the Officer field of the Misc tab in the Person Information page.
The Officer Name is used on reports to indicate the staff member assigned to each person. The Officer Initials can be used to select and sort report information.