General Client Information

Basic client information is entered on the General tab in Client Registration.

Table 1. Description of Fields on the General Tab in Client Registration
Field Description
ClientID Read-only. Assigned by the system after the file is saved.
Client Code Code assigned to the client by the transit agency. This field may be interpreted and used according to the purposes of your site.
Note: If a ClientCode Mask is assigned on the Client tab in File > Properties, the client code must match a specific alphanumeric sequence.
Title Title.

For example, Mr., Mrs., Dr.
Gender Gender.
Note: N/A can be selected if gender is unknown or not required.
Last name Surname.
First name Given name.
Last name Abbreviation Abbreviation for the client's surname.
First name Abbreviation Abbreviation for the client's given name.
Middle Name Middle name.
SSN Social security number or social insurance number.
Note: If the SSN has already been entered in an existing client file, a message appears and the record cannot be saved.
DOB Date of birth.
Note: Type the client's date of birth or select it from the calendar. The client's age is automatically calculated.
InActive The client is not currently using the service.
Para Paratransit client.
Flex FLEX client.
Fixed Fixed Route client.
Taxi Client can be scheduled to taxi runs.
CoDriver Client can only ride in a vehicle when a co-driver is present.