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Transcript
Modify Family Relationships ....................................................................................................37
Marriage .�
38
Divorce...�
41
Change HOF ..........................................................................................................................42
Death ......�
42
Background Checks ...................................................................................................................44
Enter the Request & Results ..................................................................................................44
Find/Research Background Checks .......................................................................................46
Visitations ..�
46
Enter Visitations .....................................................................................................................46
Find/Research Visitations ......................................................................................................47
Confidential Comments .............................................................................................................48
Enter Confidential Comments ................................................................................................48
Find/Research Confidential Comments .................................................................................49
FINDING PEOPLE
Search Profile Window ..............................................................................................................50
Icon Bar..�
50
Find By ..�
50
Results ....�
51
Add/Delete .............................................................................................................................51
Customize Search Window ........................................................................................................51
Find Specific Records ................................................................................................................52
Find By Criteria .....................................................................................................................52
Search Window ......................................................................................................................52
Query Editor...........................................................................................................................53
Tag People ..�
54
RUNNING REPORTS
Report Selection Window ..........................................................................................................56
Criteria ...�
57
Who ........�
57
What .......�
58
When ......�
58
View Records .........................................................................................................................59
Run the Report .......................................................................................................................59
Report Output Window ..............................................................................................................59
REPORTING ON PEOPLE
Report Window ..........................................................................................................................61
Envelope Number Report ..........................................................................................................63
Family Report ............................................................................................................................64
Birthday Report..........................................................................................................................65
Anniversary Report ....................................................................................................................66
Significant Dates ........................................................................................................................67
Confirm Data Report ..................................................................................................................69
Uninvolved Families Report ......................................................................................................70
Background Check Report .........................................................................................................71
Visitation Log.............................................................................................................................72
Visitation History .......................................................................................................................73
My Reports.�
74