In one case, a client needed to check what Brief Name Functions were assigned to a particular Brief Name. How does the client go about that?
To find the Brief Name at the Account level
1. Go to Account Overview, or any screen with a Brief Name field. 2. If in Account Overview, Search for an account with a Status of 'A' and an existing Brief Name. 3. Double-Click on the Brief Name field
Note: Every entry, from Employee to Event Sponsor is a Brief Name Function. To be assigned to the Brief Name, the Sts of 'A' must be in the associated function field (see example). The status can be changed in this dialog box.
To find the Brief Name at the Name level
If the Brief Name is on the Name level instead of the Account level, then go to Name Entry screen and zoom in on the Brief Name field.
For more information about Brief Names and Brief Name Functions, see the TA Help entry: Brief Names