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To enter a new LAY PERSON

to enter a clergy person

to enter a church

General comment - DO NOT ENTER ANY PUNCTUATION MARKS (e.g. " ' , . (except . may be used in email addresses))

  1. Enter RR5 with your password: Note that case is important, normally everything is in capital letters
  2. Click on RR name (the ReadyRiter "banner") 
  3. Click on Client Records
  1. To enter a new record, click on:  
  1. At top of form complete the Name field in the form Mr P D Cottingham (If you make a mistake completing a field use the normal keyboard delete or backspace keys)
  2. Search name field: enter surname again eg Cottingham
  3. Dear: This the salutation that will be used in a letter, e.g. Peter, or Mr Cottingham Remember that this is how every letter coming from anyone in the Crosslinks empire will now be addressed. Is that appropriate ?
  4. Organisation: fill in if known
  5. Position: This field is only visible if an organisation has been entered. Fill if known.
  1. Click on Address tag   
  2. Principal address: IGNORE
  3. Enter postcode: IGNORE
  4. Address line 1: House name eg Dunentrin (no inverted commas to be used)
  5. Address line 2: Number Street name eg 61 Lower Road
  6. Address line 3: District name if any eg Great Amwell
  7. Post town: Must be entered eg Ware
  8. County: if known eg Herts
  9. Postcode: leave gap in middle as usual eg SG12 9SZ
  10. Mailing status: if needed - Good (indicates magazines etc will be sent)
    If address only, no mailing - Mail none (no mags to be sent to this address)
    DO NOT USE OTHER OPTIONS - tell 251 of a death
  11. Phone: enter full dialling code including country code if outside UK eg 01920 463477 or 0034 952 2431542
  12. Fax: enter full dialling code including country code if outside UK
  13. Mobile: if known
  14. Email: if known
  15. Mailing names: click on down arrow to show options.
  1. SAVE RECORD - from menu on R side of record 
  2. Dialogue box: Click OK
  3. If wrong, click on Undo change (from menu on R side of record). This will delete items from all address fields, so you can start again

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