1. Names Menu Commands
2. Names Dialog Box

GENERAL DISCUSSION

These are the commands under the Names menu.

Names Menu Commands Menu Description Add/Edit Name Opens the Names Dialog Box where you can add, edit, review or delete your current names, addresses and phone numbers. View Names List Allows you to select, then view or print any of the lists of names in your Names database.

GENERAL DISCUSSION

The Names Dialog Box is where you enter, edit or delete the names and address of the persons and companies who will appear on your documents. This includes Owners, Owner's Agents, Contractors, Vendors, Lenders, Suretys, Designers and Building Departments. BuildingForms uses this information in the Projects dialog box and in the documents themselves.

Most of the data entry requirements of the Projects Dialog Box are self-explanatory, however the following chart enumerates and describes each of the requirements for reference.

Names Dialog Box Control Data Description Operation Add New Name This is the default selection when you first open the dialog box. To add a new name, enter the requested information and then select the "Add" button at the bottom of the dialog box. Edit an Existing Name Use this option if you want to edit an existing name. If you select a name from the Name list when you first open the dialog box, the program will automatically enter the Edit mode. To edit a name, select it from the names list, make your changes, then select the "Replace" button at the bottom of the dialog box. Changing name information does not effect prior documents, which will have the information for that name that was in effect when the document was created. Delete an Existing Name Use this option to delete an existing name from the names list. To delete a name, select this option, then select the desired name from the names list, visually confirm that you have selected the correct name, then select the "Delete" button at the bottom of the dialog box. Deleting a name does not effect prior documents using that name. Fields List Names This list box on the left side of the dialog box contains all your current names. Selecting a name will change the operation to the Edit Mode and simultaniously display that name's information in the dialog box. You will also use this list to select names to be deleted. Name Type All names in your database must be categorized by one of the available types displayed in this pull down window, which are self-explanatory. BuildingForms uses the Name Type to determine what individual lists and where in your documents the name should be available. Business Name Enter the legal business name of the company. If the company is an individual doing business as an individual, then enter their personal name. Address Enter the mailing address of the company or individual. This is the address that will appear on your documents and mailing labels. City, State, Zip Enter the City, State and Zip code of the mailing address. Use the appropriate commas and spacing of a normal address format. This is the address that will appear on your documents and mailing labels. Phone Enter the phone number in any format you wish. This information is used on information reports only, and is not needed for any official documents. Some sample formats are illustrated below       304-677-9088       (304) 677-9088       304.677.9088 Fax Enter the fax number in any format you wish. This fax number is used as the official number for service by fax on the Notice of Commencement. Contact Name Enter the name of the individual who represents the company. This is your contact person to whom you would address letters, notices and who you understand is authorized to sign documents in behalf of the company. Title Select the official title of the contact person. Selecting the title is important for the correct execution of official documents. If you are not sure of the persons title, contact them and confirm your selection. Everybody has a Job Title, even Individual property or business owners whose title might be simply "Owner". The program provides an extensive list of potential job titles for your selection, and you may add additional titles to the Job Titles list at any time. Incorporated In This data entry field only appears for Suretys. Select the State in which the Surety is incorporated. This information is used only on Bond forms. Because it's doubtful that anyone but a Surety would be creating a Bond, this shouldn't be a problem. Buttons Add Adds the currently displayed name information to the Names list Close Closes the dialog box.