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How to Add Your Global Names Assignment for Different Modules 

 

Click to hear further explanation
Click to see video

 

There are two sets of action codes.  One is for your global names table to identify people and the other is for the communication station to identify if something needs to be followed up, if it was a phone call, a message, etc.. To find out how to add action codes for the communication station click here.

The instructions below are for the individual modules and the global names contacts.  This is when you want to identify people further such as are they an agent, a director, a production manager, a stage manager, etc.

Action Codes for: Agencies, Artists, Organizations, Producers, Venues

 

Agencies
1.   Go to Utility
2.   Go to Operational Control Record

3.   Go to Agencies

4.   Click on the Global Name Assignments

5.   A box will appear, if this is your first time to use the Action Codes the box will be blank.
6.   Put your curser in the line that has a * next to it.
7.   Type in the description.  Since this is for agencies we can put in Agent.

8.   Then put your curser in the CAT field.  This field can only be three digits long.  Since we are entering Agent in we will put AGT in the CAT field

9.   To add put your curser in the blank line below.
10.   If you are finished you can exit out of the box.  If you have more to add just repeat steps six through nine.
Possible action codes:

AGT =  Agent
AST =  Assistant
OFM =  Office Manager

 

Artists

3.   Go to Artist
4.   Click on the Global Name Assignments

5.   A box will appear, if this is your first time to use the Action Codes the box will be blank.
6.   Put your curser in the line that has a * next to it.
7.   Type in the description.  Since this is for an artist we can put in Manager.

8.   Then put your curser in the CAT field.  This field can only be three digits long.  Since we are entering Manager in we will put MNG in the CAT field
9.   To add put your curser in the blank line below.
10.   If you are finished you can exit out of the box.  If you have more to add just repeat steps six through nine.
Possible action codes:

MNG =  Manager
AST =  Assistant
MUS =  Musician

 

Organizations

3.   Go to Organizations
4.   Click on the Global Name Assignments

5.   A box will appear, if this is your first time to use the Action Codes the box will be blank.
6.   Put your curser in the line that has a * next to it.
7.   Type in the description.  Since this is for organizations we can put in Director.
8.   Then put your curser in the CAT field.  This field can only be three digits long.  Since we are entering Director in we will put DIR in the CAT field

9.   To add put your curser in the blank line below.
10.   If you are finished you can exit out of the box.  If you have more to add just repeat steps six through nine.
Possible action codes:

DIR  =  Director
AST =  Assistant
SCH =  School

 

Producers

3.   Go to Producers
4.   Click on the Global Name Assignments

5.   A box will appear, if this is your first time to use the Action Codes the box will be blank.
6.   Put your curser in the line that has a * next to it.
7.   Type in the description.  Since this is for producers we can put in manager.
8.   Then put your curser in the CAT field.  This field can only be three digits long.  Since we are entering Agent in we will put MGR in the CAT field

9.   To add put your curser in the blank line below.
10.   If you are finished you can exit out of the box.  If you have more to add just repeat steps six through nine.
Possible action codes:

MGR =  Manager
PRD =  Producer
PRM =  Promoter

 

Venues

3.   Go to Venues
4.   Click on the Global Name Assignments

5.   A box will appear, if this is your first time to use the Action Codes the box will be blank.
6.   Put your curser in the line that has a * next to it.
7.   Type in the description.  Since this is for venues we can put in Production Manager.
8.   Then put your curser in the CAT field.  This field can only be three digits long.  Since we are entering Agent in we will put PRD in the CAT field

9.   To add put your curser in the blank line below.
10.   If you are finished you can exit out of the box.  If you have more to add just repeat steps six through nine.
Possible action codes:

PRD  =  Production Manager
STG  =  Stage Manager
CNT =  Contact