Director IDs are now able to be used in HandiRegister and can be added/modified in the “Individuals Detail” screen.
To add or modify a Director ID record in the Individuals database:
Click Individuals
Highlight the required person or organisation, and click Edit.
Enter or modify the Directors ID, and click Save.
When merging individuals, the Director ID will be merged into a selected individual if the selected individual does not have a Director ID.
Note: An "Attention" message displays if you attempt to merge individuals with different Director ID's, this lets you double check these individual's records before continuing.
The Director ID column has been added to display in the Office Holders screen as well as when appointing or resigning an office holder.
Directors ID report:
A new Director ID report has been added under the Reports menu with options to view. Select a Company to allow this report menu to display.
The report lists details of either a full list of directors, directors with no Director ID, or directors with a Director ID.
