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How to Add A Global Name

click here to see the video

 

Global names is a database within Book-It 2000 or the Communication Station that allows you to access all names in every database.  This feature also allows you to add people to a specific business or association, which can also help you with email groups.  

 

Adding a Name to a Business or Association
1.   Go to the module that the business or association is located, ie: artist, agency/manager, venue, organization/school, or promoter/producer module.
2.   Go into the record of the business, click on their name.
3.   Find this icon:  
4.   Click on it.
5.   A box will come up. This could already have names from you've entered into the database.

6.   Right click next to the line that has a * and choose Add Global Name

7.   You can add all the information in the blank fields below.
8.   The box with Function is to further identify this person.  Lets say they are a production manager, an agent, director, stage manager.  You can set a category to further define this individual.  To learn how to set these codes up go here.

 

9.   Once you have entered in all of your information Click on Update.

10.   If you wish to add more click on the line that has the * again.  If you are finished just click on the X to exit out.

 

 

 

 

 

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