Tip #040
Aliases and FUAs (Cont.)

To sumarize:

Aliases

• Aliases are used as shortcuts to customer or recipient information.
• Customer and Recipient aliases are independent from each other.  They are not interchangeable.
• Customer aliases do not have to be preceeded by a period when entered into the account # field.
• Customer aliases have to be preceeded by a period when entered in the Account Name field.
• Recipient aliases always have to be preceeded by a period or entered after pressing the F9 key.
• Customer aliases have to be unique.  Recipient aliases do not.
• You can have different aliases for the same customer.
• You can have different aliases for the same recipient as long as the customer is different.

FUAs (Frequently Used Addresses)

• A FUA can only be used from the first line of the recipient’s address field.
• A FUA is used mostly to hold funeral home and hospital information but can be used also for hotes, restaurants, etc.
• Like customer aliases, FUAs must be unique.

QAC (Quick Access Codes)

• Quick access codes are used by both aliases and FUAs.
• A quick access code can be up to 10 alpha-numeric characters in length.