Record Types

Field Descriptions

Rec Type

A four digit code identifying the record type.

Description

A brief description.

CB Market

Would this record type typically fall into a particular call back market?  If so, enter the market here and it will auto-fill.

Create Referral?

When adding a new individual, if this field has a "Y" in it, a referral record will automatically be created.

Create Dir?

Make sure there is a check mark in this field if you want SAMS to automatically create a directory listing for individuals added with this record type.

 

Sample screen shot of where this code is used in SAMS.

Individual > Detail Tab