The
options available to you when creating a new customer depend on the structure
defined by the system administrator.
Using the radio buttons on the New Constituent Creation screen, you can create an individual or a company customer.
Personify lets you create, update, and maintain customer records for an individual, company, committee, or subgroup. You can also create a parent/child link between companies to show that one company is owned by a second and finally, to allow the construction of a corporate tree showing the corporate/subsidiary structure to a number of levels deep.
The
options available to you when creating a new customer depend on the structure
defined by the system administrator.
As
of the 7.3.1SP1 release, a user-level parameter has been added to the
config.xml file controlling automatic correction of capitalization for
proper nouns. The AutomaticCapitalization setting is part of the “UserInterface”
and controls how proper cases conversions are handled in name fields,
such as first name, last name, nickname, company name, and etc. If this
setting is “True”, there will be automatic conversion to proper case of
the text entered in the above fields. For example, if “sMith” is entered
as the last name of a customer, it will be automatically corrected to
“Smith”. If this setting is “False”, the text entered will remain as is
and there will not be any automatic proper case conversion. For example,
if “iResearch” is entered as a company name, it will NOT be converted
to “Iresearch”.