Enter the code for what type of secondary address is being used. Enter Office or Physical (O), Home (H), or Referral (R). You can also leave this field blank.
Store a second address for this individual.
Address Type - Enter the address type, for example, an "H" for home, "W" for work or "R" for referral
Address Lines 1 and 2 - Enter a second address, if you need to track another address for this individual.
City, State, and Zip Code - Enter the city, state, and zip for this individual.
Enter the individuals Social Security Number.
Enter the first name of the spouse for the individual.
Enter a code for the source on how we received this individual's name. For example, did this person see our membership ad in the fall newsletter or maybe the direct mail flyer that was sent in May. This information can be used to provide data to our marketing department and for the budget. Simply choose a source from the pop-up; SAMS inserts the code and displays a description of the source type for you. Source codes and descriptions are defined using the Source Code option of the Lookup Codes menu for Individuals located on the SAMS toolbar.
The Add Date field is automatically entered by SAMS to the current date. This date reflects the date the individual record was added to the database.
Enter a code describing the type of mail the individual should receive. Mail codes and descriptions are defined using the Mail Codes option of the Lookup Codes menu for Individuals located on the SAMS toolbar.
Enter the date of birth for this individual.
You can use this field to distinguish the different types of prospective members. Prospect codes and descriptions are defined using the Prospect Codes option of the Lookup Codes menu for Individuals located on the SAMS toolbar.
Enter the date this individual becomes a member of your organization. This field is not automatically updated by SAMS.
Enter the subscription type and expiration date for this individual. Subscription codes and descriptions are defined using the Subscription Codes option of the Lookup Codes menu for Individuals located on the SAMS toolbar.
Place a check in either or both boxes if your answer to the question is "yes".
Place a check in the box if the individual should receive your organization's publication.
Enter the expiration date for the receipt of your organization's journal publication.
Enter the occupation of the individual here. These are lookup codes and are different from position code in the fact that this code describes what the individual does (i.e. civil engineer), not their position within the firm.
Standard Industrial Classification Code. These codes are set by the Federal Government to indicate the company's type of business. The codes are used for tax filing purposes.