Maintaining References

Table of Contents   Previous Page  Next Page    

References are used on membership records to record the way in which someone came to know about your organization. Typical entries might be, "friend", "newspaper", "event", etc.

Maintaining References

1Choose Tools > Dropdown Lists > References.
2The Maintain Reference Names list enables you to Add, Open, or Delete any entry.
3Choose the appropriate option. If you are adding or changing an entry, the following fields are available:

 Value - The name of the reference.

 Default - Select this option if you want this role to be the default for new membership records. A default must be specified.

Combining Values

Entries on this list can be combined into one. See Merging/Combining Values for details.