Editing a recipient – IntelliTrack Package Track User Manual

Page 91

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Chapter 5

Data Entry

77

Important:Recipients that are added in the handheld application contain a
system generated recipient identifier. You may change the identifier at the
Add/Edit Recipient window. If you change the recipient identifier, it should
be in a different format than the package ID. Also, the recipient ID should
not begin with any handheld ID number. To make sure that the handheld
recipient list contains the latest changes, be sure to synchronize your data
after adding or adjusting any recipient records in the workstation applica-
tion.

4.

Enter the recipient first name in the First Name field.

5.

Enter the recipient last name in the Last Name field.

6.

Next, enter the recipient’s Room Number location, if applicable, in the
Room Number field.

7.

Enter the recipient’s contact information, including Address, City,
State, Postal Code, Country, Phone #, Fax #, and Email in their
respective fields.

8.

Check the Notify By Email check box if you want this recipient to
receive an Email notification when he or she has a package in the sys-
tem.

Note: If you want this recipient to receive email notification upon package
receipt, be sure to: enter the recipient’s email address and check the notify
by email check box in the Add/Edit Recipient window. For more informa-
tion on configuring email notification, refer to

“Notifications” on page 105

.

The system will keep track of the last notification date if this recipient
has a package in the system. This date will be displayed automatically
in the Last Notification field.

9.

Click OK to add the recipient to the system. (Clicking Cancel will can-
cel adding the recipient.) You are returned to the Recipients list win-
dow. Notice that the new entry has been added to the recipient list in
this window.

Editing a
Recipient

When you edit a recipient’s record in Package Track, the updates to the
record are applied throughout the application once the changes are saved.
To edit a recipient’s record:

Note: The Unknown Recipient is the default system recipient and cannot
be edited.

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