Individual General Tab

This tab contains all of the basic information for each individual.

Field Descriptions

ID No

SAMS assigns a unique ID number to each individual who is added to your database. This number can not be changed and is incremented by one each time a record is saved.

Record Type

This code, up to 4 digits, identifies the type of individual.  Record types and descriptions are defined using the Record Types option of the Lookup Codes menu for Individuals located on the SAMS toolbar.

Status

This two digit code signifies the standing of the record as current, pending, suspended, etc.  Status types and descriptions are defined using the Status Types option of the Lookup Codes menu for Individuals located on the SAMS toolbar.

Last Name, First, MI

Enter the last name, first name, and middle initial of the individual. The first and last names are required fields.

Suffix

This field contains an optional suffix for the member's name, such as Jr. or III.

Title

The title field is used as an extra distinction for this individual for example Mr. or Ms.

SS No

Enter the individuals Social Security Number.

Driver License St and Number

Enter the driver license State and number   The license number field is a fifteen digit field that you may use to track any set of numbers or letters for an individual.

PIN NO

This code is chosen as the personal identification number for Login on the web application.  It can be a combination of letters and numbers and MUST be 6 digits.

Home Address

Enter the individual’s home address on two lines that can contain up to 32 characters each.

Home City

Enter the individual’s home city containing up to 24 characters.

Home State

Enter the individual’s home state containing up to 2 characters.

Zip Code

Enter the individual's zip code.

Business Name, Address, City, State, and Zip

Enter the individual's firm name, business street or mailing address, city and the two digit state abbreviation and the zipcode in the appropriate fields.

Tel

Enter the individual's area code and work telephone number.

Fax No

Enter the individual's area code and fax number.

Email Address

Enter an email address for this individual, be sure to include the @ symbol.  Once there is data in this field, you will be able to right click on the individuals page and choose Email from the menu.

Note: This feature is only available if your company currently has an email connection and the individual record has an email address.