References

Add Edit Delete

References Information Screen Samples

References List screen

Customer Services Functions Overview

Description

The Reference Information screen is displayed when the user clicks on the Magnifying Glass icon in the References List screen to edit or delete an existing Reference. The Add Reference Information screen is displayed when the user clicks on the Add icon, or the “Click to add a new Reference” message in the References List screen.

Add a new Reference

Follow the Data Entry guidelines below and then click on the Save icon in the function bar. The window closes and returns to the References List screen displaying the new Reference.

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Edit an existing Reference

Edit the appropriate fields following the Data Entry guidelines below and then click on the Save icon in the function bar. The window closes and returns to the References List screen.

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Delete an existing Reference

To delete an existing Reference, click on the Delete icon in the function bar. A window will open (see below). Click on the OK button to delete the Reference and the window closes and returns to the References List screen with the Reference removed.

NOTE: If the Delete icon is not enabled, you do not have the security privileges necessary to delete this data.

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Data Entry

*Required Fields

Field	Purpose/Usage
Title	Select from drop-down box
*First Name	Enter personal reference’s first name
Middle Init	Enter personal reference’s middle initial (if known)
*Last Name	Enter personal reference’s last name
Suffix	The personal reference’s Suffix (if appropriate)
SSN	The social security number of the personal reference. The format must be "nnnnnnnnn" or "nnn-nn-nnnn"
Citizen	The personal reference’s Citizenship
Gender	The personal reference’s gender from the drop-down box
Relationship	Select the personal reference’s relationship to the Customer from the drop-down box
Occupation	The personal reference’s occupation
Employer	The personal reference’s Employer
Marital Status	The personal reference’s Marital Status
*Known Since	The estimated date since the Customer knew he personal reference
Notepad	Any notes or additional information about the personal reference

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Save Delete Reset Cancel Guidelines

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Reference Information Screen Sample

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Add Reference Screen Sample

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