Individual General

Table Layout

 

 

Field Descriptions

 

ID No

The MyLIC system assigns a unique ID number to each individual who is added to the database. This number cannot be changed and is incremented by one each time a record is saved.

 

On Hold

Place a check mark in this box if the record is on hold for additional information or processing.

 

Record Type

This code, up to 4 digits, identifies the type of individual. Record types and descriptions are defined using the Record Type option of the Lookup Codes menu (located on the icon toolbar as a magnifying glass).  

 

Status

This field signifies the standing of the record as current, pending, suspended, etc. Status types and descriptions are defined using the Status Codes option of the Lookup Codes menu for Individuals (located on the icon toolbar as a magnifying glass).

 

Last Name, First, MI

Enter the last name, first name, and middle name (if full name not provided enter the initial only) of the individual.

 

Suffix

This field contains an optional suffix for the individual’s name, such as Jr. or III.  This field contains up to 3 characters.

 

Title

The title field is used as an extra distinction for this individual. For example, Mr. or Ms. This field contains up to 3 characters.

 

SS No

Enter the individual's Social Security Number.

 

Driver Lic St and No

Enter the driver license State and two character abbreviation. 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 number is automatically generated when the SS No is entered; it is the first six digits of the SS No.

 

License Type

Click the appropriate radio button if they have a Probationary license, Provisional license or None.

 

 

  

Home Address

 

Address

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

 

City

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

 

State

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

 

Zip Code

Enter the individual's zip code.

 

Business Address

 

Firm, St, and Zip

Enter the individual’s firm name, Street address, city and the two digit state abbreviation and the zip code 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.  Once there is data in this field, you will be able to right click on the individual’s page and choose Fax from the sub menu.

 

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 individual’s page and choose Email from the sub menu.