The Cross Reference Update screen allows you to add a new or edit an existing Xref number to the family member selected.
Buttons on the screen...
Click Save to save your changes. You will return to the previous screen.
Click Cancel to return to the previous screen without saving your changes.
SACrossReferenceUpdate_Tab1
Cross Reference (SACrossReference_ExternalID)
Enter the Xref number manually or scan the bar code to enter it in this field.
Note: Your ID Swipe profile determines the number of characters that will be stored in this field upon Save. On your ID Swipe profile you should have an Option group (Option 1 2 or 3 Settings) where the Swipe Option is "Cross Reference." Within that group the value in the ID Length field determines the number of characters that will be saved in this field. If you enter more characters in this field than the value in the ID Length field on your ID Swipe profile the system will truncate the number you enter to the number of digits allowed upon clicking the Save button. In the example below the Cross Reference field is limited to six (6) digits. If you need longer Xref numbers then you need to increase the value in the applicable ID Length field of your ID Swipe profile. Optionally you can set the value to '0' to remove the limitation all together.
Household Link Option (SACrossReferenceUpdate_HouseholdLinkOption)
Determine whether this xref value will be available to be linked to members of All Households or to members of This Household Only.
- All Households - This option should be used only if the family member exists in more than one household and if you want the Xref number to be valid for member lookup in all households.
- This Household - This button should be used if the family member exists in one household only or in the event this family member exists in more than one household but you want the Xref number to be valid for member lookup only in this household.