^^1^^FC is a 'contact centric' system; in other words your Contact, your Customer is seen as the 'center', the heart, of all information; normally you 'edit file JOHN&&CO LASTOFFER.DOC' in FC you edit the offer that is in the John && Co. folder contained in the business area.
That may seem trivial but this different way to look at the problem give a substantial improvement to your productivity.
Imagine now to be in Your office; a call from John Smith of the John && Co. reach you, he's asking for a quote for.. .
Normally you: start your WP; Search (and may be painful) if there is an old contract or if you agreed to special conditions for him; start your PIMS and search his address; update his history file; in the WP you write the quote continuously looking to the price book etc.. .
With FC you just search for John Smith or for the Smith && Co., and ALL the information on this firm are automatically displayed to You, from FC you start your WP; You write your offer looking at the price book in FC; from it you file your new offer, etc..
Easier.
^^2^^To 'open' the list of Your p.e. Contact just select the menu option Open / Contact (or for that matter click on the appropriate tool bar Icon)
^^3^^As you may see the menu changes, it now contains all the options that are approriate for a list of contact.
Here You may change, search, add, print etc.. Your contacts.
When You want to work over a contact You must open this list.
^^4^^To go back to the previous menu (p.e. You want to open also the list of companies) use the menu option File / Chang menu
^^5^^As You can see the main menu is displayed; now you can open Your company list.
^^6^^To automatically arrange the windows on the screen select window / cascade or tile
^^7^^Lets go back to the previous screen
^^8^^To use the time management option select calendar ...
^^9^^Lets start with the daily calendar.
^^10^^It show all the appointments and to do of the day (for an in depth training open it and the select training)
^^11^^If you want to see all Your week at a glange select Weekly calendar
^^12^^To see Your month monthly calendar
^^13^^To see your month but from a planning prospective select monthly planner
^^14^^To see Your yearly planner... Yearly Planner
^^15^^You can also purge Your paste entries to speed up the calendar using the Purge agenda option
^^16^^Finally You can produce various reports
^^17^^Or insert the calendar as a wallpaper (Window back screen)
^^18^^Various utilities help you manage Your system. P.e. You can backup Your data
^^19^^You may do incremental (we suggest daily) or total (we suggest weekly) backups.
N.B. the backups are in compressed format
^^20^^FC is a forgiving system i.e. what you delete is kept for a certain time; to purge obsolete items use Clen Up
^^21^^Finally FC allows to have various clients. What do we mean?
Simple, immagine that you use 3 computers: one at home; one in the office; a portable.
You want to have your data brought back and forth between the 3.
FC allows you to upload/download your data (and all the external documents that have been inserted in FC) from your main computer to Your clients; always having the system perfectly alligned.
For a more in depth training select create a new client and then training.
^^22^^Fc may manage many areas (i.e. you may have an area for your business contacts and and area for Your personal contacts and an area for Projects ABC)
^^23^^Most of the FC default may be changes using the preferences
^^24^^For an more in depth training use the preferences training button.
^^25^^The data contained in FC may be changed (using the personalization module for a training start it and invoke the training package)
^^26^^FC includes an ad hoc reporting module that allows to create your own reports and to print them in hundreds of page formats (from avery labels to your agenda base format)
For a training on this open a form, select print and then the training button
^^27^^Finally FC allows to Mass Mailing your information (for example to fax to 200 clients a new personalized price list or to invite 50 person to Your next party)
For a treaining Open Customers , Select Mass Mailing and then Training
^^28^^Compliments You have finished the short training in FC Base.
We suggest to fallow all the other one as the need arise.
Note that the training menu option on the help menu is sensitive to the context you are in.
