Customization Checklist for Names

Before you work with names, there are a few things you can do to customize the process. Note that while this customization is optional - Abacus works whether you customize or not - customization can save you time and add more meaning to your firm's data.

You can:

Auto-fill city and state : Set up Abacus so that it automatically fills in city and state when you enter a zip code (turned on by default). You do this by turning on Use ZipCode Lookup on the Preferences tab of the System Options window.

Automate IDs : Set up Abacus so that when you add a new name, the ID is automatically incremented and entered (turned on by default). You do this by selecting Increment Names ID number on the Preferences tab of the System Options window.

Customize the Name window : The Name window can be changed so that it is more aesthetically pleasing to your eye. You do this from the Appearance tab of the User Preferences window.

Customize fields: You can customize the fields that appear on the Name window.

Customize the phone fields on the Standard tab : You can change the names of the phone fields that appear on the Standard tab of the Name window by opening the System Options window and clicking the Field Names button.