In the Affiliate Info tab on the Affiliate Setup screen, you can enter the contact information for your affiliate. This information appears on most reports produced by Keystone.
Only the Keystone Administrator can access this tab.
There are two fields provided for your affiliate's name, the Full Name and what HFHI and Build Brand call your Signature. “Anytown Habitat for Humanity” would be an example of a Full Name, and the corresponding Signature would be “Anytown”.
If you forget the meaning of these fields, hover the cursor over either field and Keystone will show you this example.
Your Full Name is used by Keystone for the title bar; for your Payment Address (see below); and to determine how your affiliate name should appear on reports. It can be on a single line such as:
Anytown Habitat For Humanity
Or it can be on two lines such as:
AnyTown
Habitat For Humanity
Your signature along with the HFHI logo is used on most of the Keystone reports. If the first word in the Full Name is Habitat, the signature is placed in the bottom part of the header. Otherwise, the signature is placed at the top.
The remainder of the address, phone, e-mail, and web site information in the top half of the screen is for the physical address of your affiliate's office, the phone/fax numbers there, and the electronic addresses for your affiliate, as applicable.
Use the Payment Address in the lower half of the screen to set the address, city, state, and postal (ZIP) code that you want printed on mortgage and closing fee coupons. This allows you to specify a different address if you want homeowner payments directed to an address different from your affiliate's regular address.
Changing the Country field in the upper right-hand corner of this tab changes some data formatting that is country-specific, such as dates, Social Security Numbers, and telephone numbers.
The Partner ID is the unique number assigned to your affiliate by HFHI.
The Tax ID (EIN) is the unique Employer Identification Number (EIN) assigned to your affiliate by the IRS.
Fiscal Year End allows you to specify your affiliate’s year end, which enables Keystone to provide reports for you by fiscal year.
The MTD Online check box allows you to enable or disable Keystone's online functions. This box is checked (enabled) by default. When enabled, this allows you access to MTD's online resources from within Keystone, such as MTD News, online help, training videos, and the MTD web site. By unchecking this box, you disable all access to the Internet by Keystone, which you may wish to do if you have a slow or no Internet connection.
Unchecking the MTD Online box also turns off integration with Microsoft Outlook, some Keystone e-mail functions, and may cause an error to appear on the Keystone Start Screen related to your annual Keystone subscription.
The Get MTD News check box allows you to control whether Keystone accesses the MTD News Service. Keep in mind, however, that unchecking the Get MTD News box here prevents any user of your database from being able to view the MTD News.
If the Get MTD News box is checked here on the Affiliate Info tab, individual users can still control whether they see the news items by opening the Tools tab in the Keystone ribbon and clicking Options to open the Options screen, then checking or unchecking the Get MTD News box there on the Other tab.
You can enable MTD Online services (by checking that box) and disable just MTD News by unchecking this box. If the MTD Online box is unchecked (disabled), the Get MTD News box is unchecked and hidden automatically.
In the lower left-hand corner of the screen is the Keystone Email of Record field. This e-mail address is stored in the MTD Customer Database and is displayed here for your convenience. This primary e-mail address is required when accessing the MTD website for support and product downloads. If you need to change this email address, please refer to the section below.
Click the button when you are ready to start the process of renewing your annual Keystone Service license, or if you need to update your affiliate contact information in the MTD Customer database.