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Using the Name PopUp

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The Name PopUp allows you to fill in the name, address, phone number, and email address of the customer. You specify on screen 1 of the Center Control File if and when you want this PopUp to be required.

Use the following steps to access the Name PopUp:

  1. On the Enter Invoices-Invoicing screen, press [F2] to display the PopUp Menu at the bottom of the screen (see below). This menu can be accessed instantly at any time during the service.

  1. Press N to receive a popup similar to the following:

  • The last and first name together cannot exceed 24 characters.
  • The system automatically capitalizes the first letter of every word for you. All other letters remain as you type them.
  • The Primary Phone (H, W, C, O) field defaults to H.
  • The Email field must pass a standard email address validation before it will be accepted by the system. The email address must be in the format username@domain.tld. If the email address does not meet this standard, an error message is displayed and you are prompted to fix the problem before proceeding.
If you see the following message: Then the email address…
Invalid email: @ symbol required is missing the “at” symbol (@). A valid email address must contain an @ symbol.
Invalid email: cannot begin with @ symbol starts with an @ symbol. The @ symbol cannot be the first character.
Invalid email: cannot end with @ symbol ends with an @ symbol. The @ symbol cannot be the last character.
Invalid email: consecutive periods(.) not allowed has two periods (.) in a row. Remove one or more of the periods.
Invalid email: <invalid character(s)> not allowed in user name has an invalid character in the user name portion (prior to the @ symbol). The user name may only contain letters (A-Z and a-z), numbers (0-9), pluses (+), dashes (-), periods (.), and underscores (_).
Invalid email: domain must contain a period(.) does not have a period in the domain name (after the @ symbol).
Invalid email: cannot end with a period(.) ends with a period. The last character cannot be a period.
Invalid email: period(.) immediately following @ symbol has an @ symbol followed by a period. There must be one or more characters between the @ symbol and the period in the domain name.
Invalid email: <invalid character(s)> not allowed in domain name has an invalid character in the domain name. The domain name may only contain letters (A-Z and a-z), numbers (0-9), dashes (-), periods (.), and “at” symbols (@).
Invalid email: <tld> invalid per .emailcheck file. has an invalid top-level domain (TLD). This is also known as the suffix or extension. It is the last part of the email address, after the period. The email address TLD must be listed in the .emailcheck file (if the file exists).

Example .emailcheck file -rw-rw-rw- 1isisup users 41 Jul 30 17:08 .emailcheck ca,com,net,mobi,gov,info,us,org,edu
Invalid email: at least two characters required in domain suffix. has only one character for the TLD (the last portion of the email address; after the period). A valid TLD must have at least two characters. This check only occurs if there is no .emailcheck file.
  • The ZIP/postal codes are set up on the Set Up ZIP/Postal Code Table (1-6-5). The city and state are filled in automatically if the ZIP/postal code is in the table. If you enter a ZIP/postal code that has more than one city assigned to it, you receive a popup similar to the one shown below. Press the arrow keys to select the correct city, and press [Enter] to insert the information in the Name PopUp.