The entry for a member comprises a single screen with a two Tabs along the top.

To print reports for the particular member, click on the Forms/Reports menu and select the required report from the drop-down menu.

To select a tab, simply click on the tab itself.

General Tab

This shows general details about the member.

In order for the program to suggest the next Folio number, simply click on the Next Folio Number button.

IMPORTANT

The member Folio is a unique reference that you allocate to each member and may consist of up to 10 letters or numbers or a combination of letters and numbers.  In order that any lists or reports that are in Folio order are shown in the correct order, it is important that each Folio reference is the same number of characters long.  This can be achieved by using leading zeros.

eg.  If you are using numbers, and you were not to use leading zeros, the Folios 1 to 10 would be listed in the order:

1, 10, 2, 3, 4, 5, 6, 7, 8, 9

You will see that "10" is shown after 1 and before 2.  However, if you use leading zeros:

0001, 0002, 0003, 0004,  0005, 0006, 0007, 0008, 0009, 0010

In this case, the list is correctly sorted.

How many leading zeros to use will depend on the maximum number of members that you wish to have.  In the above example, it would allow for up to 9,999 members.

Once a member Folio has been given to a member, this is a unique reference and the program will not allow you to subsequently change it.

Share Transactions Tab

This tab shows a list of movements in shareholdings in Share type/date order.

In order to view or amend details of an existing entry, simply select the entry from the list (in the same way as selecting a company from the opening screen).

Share Transactions