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