Summary
Contacts is a centralised repository for details on Suppliers, Debtors, Employees and Sales Staff. By centralising, we save on duplication and are able to mass-mail all contacts
Details
Most of the data held in Contacts can also be edited from the Supplier and Jobs/Debtors screens
Loads Contact Group Module
The right hand section of the screen is an Index Tab with 5 tabs:
| • | Notes Either General Notes or User Notes are held on each Contact |
| • | Date and Keys |
Supplier and Debtor status, as well as 3 user definable keys and 5 user-definable dates are held. To alter the names of the keys, press ENTER while the fields have focus. These keys and dates can be used in search routines to select contacts
Custom Reports
Custom Reports can be designed using the RTF Layout Editor, and then run on any selected contacts. This is very useful for mail merge type reports
Toolbar
File Menu
Export to XML file Loads the XML Export Routine
Export to CSV Exports selected Contacts to a file
Import CSV Imports data saved from other applications such as outlook. The first line of the file must contain field names in the order they appear. To view format, select some Contacts, the Export to CSV and view the file you saved
Load Default Note Loads a text file into the current Notes area. Use this when you want notes on all Contacts to a common "boilerplate" appearance
CTRL+L
Save Notes Saves the current Contacts Note as a file. This file can then be used as a "boilerplate"
CTRL+S
Refresh Refreshes databases. Do this to make sure changes by other users are visible = CTRL+F
Insert Menu
Add Date,Time to Notes Opens the Notes tab and adds a User, Date and Time entry. Useful for using notes as a diary entry
Add Time to Notes
Build Sort Codes Build Sort Codes based on Contact names
New Contact Equivalent to NEW button
Reports Menu
Sort Select how report rows are to be sorted
Short Report Reports on selected Contacts
Detailed Report Reports on selected Contacts
Labels Prints address labels for selected Contacts
| Repeats Select how many repeats of each label you want. Useful for doing your own return address labels |
 | Creates a new Contact |
 | Select or DeSelect ALL Contacts |
 | Deletes the current or Selected (s) |
 | Loads Contacts Search Module |
 | Previews Report |
 | Closes the routine |