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titleAdditional Field Information

Mailing Address
If the institution doesn't have a mailing address different from the street address, you can leave this field empty.

Personnel/Individuals
Click Add Assignment/Affiliation to insert a person with a position or role at the group/business. Use the tabs to view information about the selected person. Click Load Personnel to view the personnel record.

Documents
Enter the location (file name) where a file is saved on your computer. Click View Document to open the file with the default program set for your computer.

Note
titleNote

This does not save the document in the program; it only opens the document from the location on your computer. If you delete the file from the location you enter, it does not display in the program.

History Log
Displays a grid where you can record the date and description of significant historical events with an institution. For more, see Manage an Institution's History Log.

Letters, Etc.
Displays a grid where you can keep track of multiple forms of incoming and outgoing correspondence for an individual. For more, see Track Interactions With People.

Rates/History/Keywds
Manage funds in this window. For more information, see Manage Development Funds.

Recap/Totals
View the totals paid to fund activities and totals and balances due for charges. For more, see View Recaps of Fund Activities and Totals.

Billing Address
Displays the billing address for the institution associated with a particular fund. For more, see Edit a Billing Address.

Individual Letter, Label
Access a report wizard with the option to create a custom label, envelope, or letter report. For more, see Address and Send a Letter.

Related topics
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Manage Records for Diocesan Offices, Departments, and Organizations 
View the Groups/Businesses Group, Business Overview
Parishes and Facilities
Manage an Institution's History Log
Manage Development Funds