To create a new record, press the 'Add Record' button on the 'Home Address' tab and begin typing.

You can either type in the City or press the button at the right of the input box to look it up in the Zip Code database. The data for the city you select will be automatically placed into the City, State and Zip fields.

Do the same for the Company field. The button at the right of the input box will take you to your Company List to select a company.

You can assign the new record to a Category by pressing the 'Assign Category' button. Any record can be assigned as many Categories as you choose.

Click the 'All Categories' ToolBar button to show all entries to Names or Company lists.


To view a single Category, press the 'Select Category' button.

Details of the Name or Company selected will show in the Details Section to the right of the scrollable list.

You can navigate the list, which appears in Last Name alphabetical order, by scrolling or by using the VCR buttons at the bottom of the list. Items may be tagged for multiple processing using the Tag Buttons below the list

After tagging, select any appropriate processing button. Enter new names by pressing the 'Add Record' button and delete entries with the 'Delete Record' button.

Each name in the Names List can have as many different phone numbers as needed.

In the case of Company Lists, each Company can have unlimited phone numbers including location (e.g., Department Names) and individual names, with telephone extensions.

Name or Company phone numbers can be assigned to the 'Phone Numbers Only List' by pressing the 'To Phones List' button. This allows an easy way to find just the phone number quickly when that is all you need.

The 'Phone Numbers Only List' is accessed by clicking on 'Phone Numbers Only List' button on the ToolBar.

 

You may create as many categories as you like by pressing the Insert button. Change existing Category Names with the Edit button, or delete existing Categories with the Delete button.

You may assign any name to as many Categories as necessary. You may also move a name from one Category to another by pressing the Move ToolBar button


or delete a name from any category. Deleting a name from any but the 'All Category', which is the main list, will not delete the name from the main list, it will only be deleted from the Category.

The figure shows detail for the Categories Tab. Each Tab shows detail for that subject.

The default Tab is Home Address. On the Categories Tab, pressing the 'Display Category' will automatically select that Category and display the results in the List Section. The 'Delete from Category' button will delete the record from the highlighted Category only, it will not delete the record from any other Category.

To delete a record entirely from the database, use the 'Delete Record' button on the Home Address Tab of the Detail Section.

Events can also be scheduled for every so many days, for example, every 14 days or every 30 days. In addition, Floating Holidays can be scheduled and will be automatically calculated for the proper date each year.

Each event can be scheduled to pop up any number of days before the event, so you are reminded in advance of the coming attraction for as many days as you choose.

You may also enter a note regarding the event to remind you of any particulars you need to remember, such as directions, or names of individuals, doctors, clients and other pertinent information.

The figure on the right shows the Pending Dates Update screen. And see Important Dates List for further instruction.

Pending Dates keeps track of scheduled events and pops up on opening the program. If the Popup box is checked, the Pending screen will continue to pop up as a reminder every so many minutes according to it's setting.
in SetUp

Pending Dates can be set as Year, Month, Week or Days according to need. Birthdays, for example, occur once a Year. Month dates are last day of the Month and last Monday or Tuesday or Wednesday, etc. Or, an event may be scheduled for the 1st, 2nd, 3rd, 4th or 5th Monday or Tuesday, etc., of each Month.

The figure on the left shows three states of the Age function. The 1st state shows the results with the Age 'On/Off' button turned Off. The 2nd shows the Birthdate and Age when the 'On/Off' button is turned on. The 3rd shows the Birthdate Age as

calculated at a different date than Today's Date and shows the different date. To turn the Age information on and off, press the button to the right of the Age box. To select a Birthdate, press the button to the right of the Date. To select a date different than Today for age calculation, press the button to the far right and select a date different than Today. To recalculate Age using Today's Date, press the far right button again and select 'Today' from the popup calendar. This will recalculate the Age and delete the date on the right.

While events can be Added, Changed or Deleted from the 'Pending Dates' Window, you cannot see the whole list from that screen, only those in the 'Pending' queue for Today's Date. To view the entire list of events, load the 'Important Dates' browse list by clicking on the 'Important Dates' menu item of the 'Data Tables' Menu.

Use Up/Down arrows to select Year and Month, click on number to select Day. Press 'OK' button to return selected date.

Press 'Today' button to return Today's date.

You can either type in the City or click the button at the right of the input box to look it up in the Zip Code database.

When the Cities and Zip Codes window opens, you can scroll to the City or Zip you need or search further through the records using the 'Find City', 'Find State' or 'Find Zip' search box at the bottom of the window. To choose between City, State or Zip sort order, click on one of the tree Tabs at the top of the List Box.

Click the 'Select' button to select your choice and close the Cities and Zip Codes window.

Data for the City or Zip Code you select will be automatically placed into the City, State and Zip fields in the 'Home Address' detail section.

Do the same for the Company field. The button at the right of the input box will take you to your Company List to select a company. If a company has not been added yet, you may add the company and then select it.

Each name in the Names List or each company in the Comapany List can have an unlimited number of notes associated with the entry.

To add a note, press the 'Add' button of the Notes tab of the 'Address' detail section. To edit or change a note, highlight the date in the List Box and press the 'Change' button. To delete any note, highlight it and press the 'Delete' button.

Multiple notes are listed by date, last note in the top position. You can change a note's position in the list by manually changing the date. If you edit an existing note, an Updated date is added.

Both Created and Updated dates are added automatically, but can be changed manually..