Company Information window

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Above:	Toolbar as seen when the Company Information window opens for the first time. Icons become available as data is entered and the icon is meaningful.
	Example: If nothing in the Company Information window has changed, the Save Data button will not be available since there is nothing to save.

 

Below:  Toolbar as seen when all toolbar options are available.

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Type your Company Name in this field.  This field can be left blank if you don't have a Company Name or don't wish to use it.

 

Place a check in the Check Box to the right if you want the Company Name to appear in the Header of Wellness Profile documents.

Type in things such as Mr., Mrs., Dr., The Honorable, Senator, or any other prefix to your name.

This field is mandatory.

Enter first name of program owner and any other names as necessary so the First Name field in combination with the Salutation field, the Last Name field, and the Suffix field produce the desired results in the Hailing field.  See Last Name field for examples.

This field is mandatory.

Enter one last name ONLY.

Doing this allows Tech. Support to find your record much easier than if the Last Name field is full of other data.

If the program is owned by persons with differing last names, adjust the First Name field to get the Hailing field to appear as desired.

 

Example 1:

John Doe and Jane Smith are business partners, but do not share the same last name.

John and Jane must decide who is primary. 

That persons last name should be entered in the Last Name field.

Let's say it is John.

The Last Name field should contain "Doe" only (without the quotations).

The First Name field should contain "Jane Smith and John" (again without the quotations).

The Hailing field will then show Jane Smith and John Doe.

 

Example 2:

Dr. Jonas Salk and a lawyer, F. Lee Bailey, are business partners.

They must decide who is primary. 

That persons last name should be entered in the Last Name field.

Let's say it is F. Lee Bailey.

The Last Name field should contain "Bailey" only (without the quotations).

The First Name field should contain "Jonas Salk and F. Lee" (again without the quotations).

The Salutation field could contain Dr.

The Suffix files could contain Esq.

The Hailing field will then show Dr. Jonas Salk and F. Lee Bailey, Esq.  The comma after Bailey is automatic.

 

Example 3:

George Foreman III and Sugar Ray Robinson are business partners.

Let's say they decide George Foreman is to be primary. 

The Last Name field should contain "Foreman" only (without the quotations).

The First Name field should contain "Sugar Ray Robinson and George" (again without the quotations).

The Suffix field should contain III.

The Hailing field will then show Sugar Ray Robinson and George Foreman, III.

OR

Let's say they decide Sugar Ray is to be primary. 

The Last Name field should contain "Robinson" only (without the quotations).

The First Name field should contain "George Foreman, III and Sugar Ray" (again without the quotations).

The Suffix field should be blank.

The Hailing field will then show George Foreman, III and Sugar Ray Robinson.

 

Enter whatever you want to appear after the Last name.  A comma and a space will automatically be placed after the Last name if the Suffix field is not blank..

 

The Hailing field is the Salutation field followed by the First Name field, then the Last Name field, and finally the Suffix.  You can not edit this field directly.  All editing is done in the 4 aforementioned fields.

 

Example:

Salutation	Dr.
First Name	Donald
Last Name	Quack
Suffix	M.D,
Hailing	Dr. Donald Quack, M.D.

Note the comma and space after Quack as described in Suffix field.

 

The Hailing field Check Box can not be changed.  The Document Header will always contain the information in the Hailing field.

This field is mandatory.

Enter your street address.

 

Use the Check Box at the end of the field to have the Address appear in Document Headers.  A check in the box means the Address will appear in the Header.  Checked is the default value of this field.

If there are 2 lines to the Address, the second line can be entered here. 

Example: Suite 7143

 

You can not put a check in the Address 2 Check Box if there is not one in the Address Check Box.

This field is mandatory.

Enter the city associated with your address.

 

The Check Box at the end of the City field, if checked, placed the City, the State/Province, and the Zip/Postal Code in the Header.

This field is mandatory.

Enter the 2 letter identifier for your State/Province.  Characters will automatically be upper case.

 

There is no Check Box since it is part of the City Check Box.

This field is mandatory.

Enter your Zip/Postal code.  Format is up to you.

Examples: 30542, 97402-1234, N0G 2H2, n0g 2h2

 

There is no Check Box since it is part of the City Check Box.

This field is mandatory.

Enter your phone number.  Formatting is up to you.

Examples: 123-456-7890, (123) 4567890 x25, BR549

 

If the Check Box is checked the Phone will appear in the Header.

Enter a second phone number if you desire.  All else is the same as Phone 1.

Enter a fax number if you desire.  All else is the same as Phone 1.

This field is mandatory.

Enter your email address.

 

If the Check Box is checked your email address will appear in the Header.

 

On the really strange chance that you are doing Shaklee, have a computer, and don't have an email address, enter none@none.com.  All notifications of updates will be sent via email.  Without an email address you will not receive notification of updates, fixes or anything else regarding the Wellness Profile.

Enter the website of your choice.

 

If the Check Box is checked your web address will appear in the Header.

This field is mandatory.

Enter the date you purchased the program.  If you do not know the exact date, that's Ok.  Enter your best estimate.

At first you will not have a Registration Number.  Lack of a Registration Number does not inhibit any features of the program.  However as long as you do not have a valid Registration Number the Usage Counter will count down one each time you Close  the Company Information window or create a new record.  To get a Registration Number, email a Registration Form.  Within a few days you will get an email with your Registration Number.  Enter it into the Registration Number field and Save it.  If the Number is valid, the counter will stop.

The disk number is unique to each program.  It is of very little use to the user except when needing support or reporting what program you have.  When reporting what disk number you should also report the Version.

You have no control of this field.  It can not be edited.

Displays the current version of the Wellness Profile being run.

The user has no control of this field.  It can not be edited.

The Header field automatically fills itself in as you enter data in the Company Information fields.  You can not directly edit this field but you can indirectly by editing the other fields.

 

Below is an example of a Header field when the Company Information fields are complete.

 

And below is an example of the Header on one of the printed documents.

Place checks in the Check Boxes to have the information arrear in Document Headers.

Remove the check and the information will not appear in the Headers.

 

Click in each Check Box to toggle between Checked and Unchecked.

Or tab until the Check Box is the Active Control and press the Space Bar to toggle between Checked and Unchecked.

Displays the maximum number of characters allowed in the current Active Control Text Box.

Clicking on the Question Mark opens Local Help to the page on which the Question Mark is located.

All fields having a asterisk between the field name and field must be completed before continuing with the program.

 

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