To create a new additional info, you can go to Settings/Programme settings/Additional info or click on the selection button behind the input field in the person mask:

The next window opens and you now have the option via New (F9) to create a new to create new information.

You can enter individual identifiers here, e.g: Board, club team, ladies' round, seniors, etc.

You can define the identifiers and their meanings as you wish. In addition, you can add new characteristics in this overview at the touch of a button, delete superfluous ones, or automatically assign or swap the characteristics for all persons. automatically or swap them!

Additional information entered is only displayed in the person mask with the abbreviations - separated by a „;“ semicolon - are displayed. In the additional info window, however, the existing information is displayed in plain text.

If you need another group for the Additional info field, you can add it directly by clicking on the New (F5) button. In the following dialogue, enter the desired abbreviation and the name of this group in the following dialogue:

Of particular interest is the option Automatic warning when dialling. If you activate this, you will always be automatically warned when dialling a person with such an ID (in the cash register, when entering start times, etc.).

Here is an example of a player who is to be denied registration for a tournament via the intranet:

Confirm your entries with OK. Please enter this additional information for the relevant persons. This means that this player can no longer register for a tournament via the intranet. For the internal blacklist, it is best to create an additional info with Automatic warning on dialling on dialling:

This opens a window with the relevant information for people who have entered this information. This lets you know that this player may not be included in the start list.

TIP As a practical example, we would like to show you below how you can use the additional info Automatic warning on selection as a reminder for important information.

To do this, set up a general additional info see Memo and activate the tick for Automatic warning for Anwahl:

Now enter the information you want PC CADDIE to remind you of in the memo window:

The next time you dial the member, PC CADDIE will remind you that there is still a message in the memo window:

The memo window is still a predecessor of the CRM\DMS module. Customers who already work with the CRM\DMS module can of course also store such a warning for a person here.

To do this, open the person window and select in the CRM window via New the category Warning category:

You will then receive the information window in which you can enter your message:

PC CADDIE will now automatically remind you of this information as soon as you call up the customer again:

You can find more information about the CRM\DMS module here: CRM\DMS module

Use Swap or delete assignments to replace all persons for whom a specific identifier is entered with a different identifier.

If you leave the second field empty, the identifiers are removed for all persons.

TIP If you want to delete additional information that has already been assigned, first change the additional information that is no longer required to „EMPTY“ - as described above - and only then delete the entry that is no longer required from the list of additional information. This ensures that the entry that is no longer required is also deleted from the person window, or that the person window does not contain any entries that can no longer be assigned to an identifier. However, before you make any changes or deletions, create a checklist to be on the safe side so that you can still access the „old“ inventory.

Save such control lists as an Excel file and store them in the CRM\DMS module in PC CADDIE. Or create a folder on your computer that you can use as an archive. This way you always have quick access to the saved lists and can retrieve the exact information even after 3 years.

You can simplify your work by automatically assigning an identifier to freely definable groups of people. For example, you can assign the identifier „cmd“ for the additional information „Ladies' club team“ to all ladies with a handicap of up to -15.0. To assign the identifier to the person group, click on the button Assign identifiers to person groups. The following window then opens:

Via Define you can filter a person group for which the selected additional info is to be entered. Click on the OK button assigns the desired additional info to the persons all at once.

The additional information system is very versatile. It can help with list printing, mail merge, address labels, assigning contributions and much more. For more information, click on the link: List of persons

Example: The regionality indicator R should not be on the ID cardeven though the member lives within 70 km.

Open the additional info in the person

1. Additional information for selection
2. Manually entered additional information
3. Button for clearing/deleting

1. Tick additional info
2. Additional info as manual can also be ticked
3. This additional info is used for this many people
4. The persons used can be displayed and edited here

With the button: Clean up, all ticked/marked additional information is deleted.

Only the golfer may enter their golfen_nur_mit_3g_-_covid_status_online_login in their own PC CADDIE online log-in. The increased protection requirements under which health data may be processed and stored must be observed. Please clarify this with your data protection officer before making an entry.

The corresponding status can be selected in this dialogue. „None“ is selected by default. The date is also selected. Clicking button number 3 automatically sets today's date.

You can use the „Validity configuration“ button to specify how long a certificate is valid and whether it should only be valid after verification in the club. The validity periods defined by the legislator are currently preset as of September 2021. Please note that this information may be changed by the legislator over time and must be adjusted accordingly in this case.

covid_status_im_pc_caddie_lokal_-_anzeige

You can now also print the information on Covid status on a List of persons print.
<COVID> ⇒ Only prints „OK“ if the status is correct
<COVIDI> ⇒ prints a little more information about the status
Please note that lists containing health data are subject to particularly strict data protection guidelines and clarify their use with your data protection officer.