Record Creation

These settings are used when creating new records on a database primary source. See Data Sources for more information.

NOTE: This tab is ONLY used in these situations. These settings have no effect with directory primary sources.

The default values on this form will be automatically added to new records created on a database source. All values are optional.

Default Code Values

Default Organisation

Select the organisation that new contacts will belong to. The Organisation code for that organisation will be applied to the new record.

Default Practice Code

If the new records will be part of a GP practice, enter the practice code.

Email Settings

Alternative Email Domain

When creating an email address, the email domain will be that configured with the organisation. To use a different domain enter a domain value here.

Automatically generate email address based on organisation

If selected, when creating the email address, the domain configured with the organisation will be used. The format will be:

<first name>.<last name>@organisation-domain

Allow email addresses to be edited

By default the email address for a new record cannot be edited. Selecting this option will make them editable.

Default Address Values

These values will be added to the new record.

Other Settings

Allow existing local IDs to be edited

The local ID value on existing records cannot be edited. Selecting this option will make them editable.

Automatically generate local ID based on staff number

When a new record is created, the local ID can be generated automatically by using the staff number.

Automatically generate alias value based on name

When a new record is created, the alias name can be generated automatically using the first and last name values.

Automatically generate display value based on name

When a new record is created, the display name can be generated automatically using the first and last name values.