[laura_wsc]

We have 7 business rules that pop up. One for each our boards that simply state the person is on one of the boards. One that pops up that a person is deceased (I know, I know, the checkbox is on Bio 1 but some people don't think that is obvious enough). One for this person is inactive (see previous sentence). One that reminds people not to take the "\" out of any organization names, it's used for alphabetizing. And the last is to let people know that the person's record they are opening has a corresponding spouse record and any notes or other changes should be made on that record as well. We had a period of time when some of the spouse records weren't linked properly and address changes weren't updating properly. I believe the necessary clean up was done but just to be sure... Plus, some of the notes need to be put on both records.

We came up with these as the office grew and not everyone was aware of what was going on all the time. Try to limit the pop ups, too many and people start to ignore them. The one you have seems like a good place to start. We may have to come up with a similar one.

laura