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Add User Name

Used to add a User Name and Password to Client records that do not have a User Name value


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Tools > Client Functions > Add User Name

Applies To:    Enterprise    Plus    Basic


Details

  • Prior to 4/24/12: The User Name = Lower case values of First 1 letter of Client First Name + First 4 letters of Client Last Name + Last 3 characters of the Client ID.
  • After 4/23/12:  The User name = Client ID.
  • The Password = A random number between 12345678 and 87654321 and converted to text.
  • Only Client records with an email address are updated.
  • The client can obtain both User Name and Password from Web Registration via email on file using the Forgot Password option.

To Run

  • Click on the Add User Name menu option.
  • Type 'YES' in the text box.
  • Click OK to start the process or click CLOSE to quit and close the window.
  • Follow the screen prompts through the rest of the process.

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  1. Rick Stern

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