On the Customer Setup page, click the Individual tab.
The following are the procedures for setting up the drop-down lists in the Individual tab.
Example: Dr., Mr., Mrs., Ms., Prof., Col.
To Add a Prefix:
Example: Jr., Sr., II, III, MD., Esq.
To Add a Suffix:
Example: press, speaker, exhibitor, staff, student, etc.
Note: Do not add "member," "non-member" or "member types" to this list. These options belong in the member type drop-down list. Also, once the Individual Type is used in the system, the edit and delete buttons will no longer display in the child form.
To Add an Individual Type:
The Individual Type can be used as a product or event registration fee price attributes. Price attributes allow you to offer a special or discounted prices to a certain type of individual or organization (e.g., membership discount for students, free event for the press, etc.). To offer a special price to a type of individual, the individual type must be recorded on the Individual Profile and must be set up as a price attribute on the product.
Note: if a particular individual type is not editable, this is because that type is currently assigned to one or more individuals. The record is made non-editable to ensure that the value is not changed, which would affect existing individuals who have that code.
To add an Interest Code, complete the following steps:
Name interest codes thoughtfully, especially if you might allow individuals to self select interest codes online.
Adding a Parent Interest Code to an Interest Code allows you to establish a hierarchy of interests and relate "like" interests together.
To add an interest code with a parent interest, complete the following steps:
When looking at the interest codes child form, you will see the newly added interest code along with its parent code displayed.
Languages may be set up to note the languages an individual is proficient with. Setting up languages will put them in a drop-down menu that can be added to the languages child form on both the individual and surveyor profiles.
To set up languages, complete the following steps:
This will open the Add - Language pop-up window.
The newly added language will now be available in the languages drop-down menu used to add languages to individual and surveyor profiles.
Areas of Expertise are used to record additional information about the individual and what areas they are an expert at within a given profession.
To add an area of expertise, complete the following steps:
Individuals may have a professional designation assigned to their record. Examples of designations would be CPA, CFP, CFA, etc.
There are two system options that control how designations can be set up. These system options are:
Below is a table showing the different behaviors based on the possible combinations of settings for these two system options:
System Option | Value | System Option | Value | Result |
---|---|---|---|---|
SetIndividualDesignationFromDesignationCodes | False | EnableAutoCreationOfNewIndividualDesignations | False | netFORUM will allow free-text entry of any value in the individual designation field, and will not validate entries or insert entries into designation code lookup table. (This is the way netFORUM has worked in 2011 and earlier.) |
SetIndividualDesignationFromDesignationCodes | False | EnableAutoCreationOfNewIndividualDesignations | True | If the value of SetIndividualDesignationFromDesignationCodes is "false", then the value of EnableAutoCreationOfNewIndividualDesignations is irrelevant, even if it is "true". Using these settings will allow free-text entry of designation and will not validate them or create them. This configuration is the same as setting both system options to "false". |
SetIndividualDesignationFromDesignationCodes | True | EnableAutoCreationOfNewIndividualDesignations | False | netFORUM will validate entries in the individual designation field, but will not automatically create new ones if a user enters a designation that does not currently exist in the lookup table. If user enters an unknown designation, then they will get an error. This option should be used if you want to validate entries, but still want to keep a tight control over the insertion of new designation codes. |
SetIndividualDesignationFromDesignationCodes | True | EnableAutoCreationOfNewIndividualDesignations | True | This combination of options will both validate the individual designation(s) that are typed in, and insert new ones if a designation code that is entered does not exist in the lookup table. One possible drawback to this is that users may enter duplicates (Ph.D. and PHD, for example). A data integrity analyst should monitor the creation of new designation codes and periodically merge the "wrong" ones ("PHD") into the "right" ones ("Ph.D."). |
To add a designation, complete the following steps:
For example, if you would like the "CFP" designation to be displayed first, then give the CFP designation a low display order number.
If the CFP designation has a display order setting of 10 and the MBA designation is set to 20, then the display name will be "Ron Boggs, CFP, MBA". However, if the CFP designation display order is set to 10 and the MBA designation is set to 5, then the display will be "Ron Boggs, MBA, CFP".
The designation awarded upon completion field has been changed from a free text field to a drop-down field to prevent possible data mistakes.