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Receipt Books

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If Team Captains are sent Receipt Books which are preprinted with sequential receipt numbers these can be recorded on the Contact record to show which Team Captain has which book. When the book is returned this can be recorded against the Receipt Book. Any Receipt Books not returned can be followed up.

1.Locate the Contact either by way of the Contact module or on the event

Contact Form

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Event Form

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2.Click on Profiles on the left under Data

3.Click on the Profile Tab

4.Click on the + to add a Profile

5.Select the appropriate Receipt Book from the Parameter Name Pick List

6.Enter the Receipt Book Number in the Value field

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7.Click on the second Details tab

8.Select the Date From

9.Leave the Date To blank until it has been returned

10.Enter any Notes

11.Click OK

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12.Click Close to Exit