Tip #040 – Aliases and FUAs (Cont.)


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.

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