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The first steps you need take, before entering any data, is to set up your default information. This is done in the Administration form. From the main menu select “Administration” and follow these steps:
1. Congregation info – fill in the information as desired. Also fill in the Report Header text, if desired. This text will print as the heading on all reports. Typically this will be the same as the Congregation name.
2. Defaults – Enter any desired defaults which you would like the program to use when entering new families.
a. Default City, State, Zip and Phone – these values will be used in the Family Contact Maintenance form to make data entry easier. Enter values that represent the “majority” of families at your Congregation. When entering a new family, tabbing through these fields will use the defaults entered. Note that the phone fields can accept text as well as numbers. (i.e. “Mom Cell 213-“)
b. Set the default for Number of Directories ordered – For example, if all families at your Congregation automatically receive the directory, this should be set to 1. If families need to order each year, you might set this to 0.
c. Set the default for Family Print (see more detailed description in the Administrative section)
d. Member/Family Groups – These should be set up before starting data entry so that you can assign groups during data entry.
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