Hi,
We entered a prospect with no Surname. When we tried to go back to his name for editing, we found nowhere to click the name. I tried to edit from the System Admin portal but could not edit the surname part.
What is the alternative for this?
Thanks.
Status:
Answered
Couple things.
1. Can you tell me the process by which you created this person without a family name? When you go to prospect and click new on person, family name is required. We want to make sure that we close this loop hole.
2. I would recommend creating a new correctly named prospect record, and then do a search for both names and click the checkboxes next to each and merge them together.
Senior Software Developer
Global Ministry Center - Church of the Nazarene
Hello!
When you are on the Admissions Search Results section. If you need to click the Family name but it does not exist you can still access the record using the following workaround.
To help you, I have gone ahead and updated this prospects name to have (Temp Name) in the Family name field so you can more easily update it.
Let me know if you have any more questions about this!
Dana
*GNECsis Support Specialist*