Use the directory screen to create a record for your professional membership directory. You can also use the simple built in accounting fields to track monies for your directory listings. You can also use this screen to store additional information for this individual.
SAMS automatically assigns an ID number for this individual.
The current year is inserted for you.
Enter the letter for the type of directory for this listing. For example, enter a “B” for Buyers Guide.
Enter a check here if you would like the directory record to have the same address as the individual record. Whenever this information changes on the individual's record, the directory's record changes with it.
By default, SAMS enters this individual's first, middle initials, and last name for you. You can change the information in these fields.
Enter a suffix for this individual, for example Jr. or III.
Enter a position for this individual.
SAMS enters the firm name from the individual's initial record.
Enter the sort name you wish to use for the directory. If the individual works for a firm that is a member, SAMS enters the member sort name here (usually the first six characters of the firm name). For example, if the name is The Red Bar, sort this firm by THE RED or RED BAR.
The address line 1 and 2 are completed in from the individual's record. You can change the information in this field.
SAMS inserts the city, state, and zip code for you. However, you can change any information in these fields.
Enter the country for this individual.
The telephone and fax numbers are inserted for you. However, you can change this information.
Enter the cell phone number.