Is a small comment that you can attach, as a post it, to any full contact document.
^^3^^\T \T \B \R HOW YOU CREATE A NOTE \B \R
There are various ways to create a new note:
\H \BA) \BFrom a note list window (you may follow the training there) you may select New Document
\H \BB) \B From any list window or edit window you may select add child
\VNote. (for an explanation of the child, father terms please refer to the help glossary or to a list training)
^^4^^\B \R THE NOTE WINDOW \B \R
^^5^^At the top left corner a chain;
^^6^^if you click over this chain you get a list of the document child (the list may be empty)
^^7^^To close it just click it again
^^8^^At the top right corner an \Ranchor; \Rallows you to add a child to the current document.
^^9^^To Open Click over it
^^10^^Click one of the appearing icons to create a document in the folder of the current document.
\V \I \RNote \I \R: by default Full Contact allows to insert just notes and ext. documents in the folder of an note; that may easily be changed using the personalization module.
\V \R For an explanation of the concepts of folder please refer to the list training \R
^^11^^Click on the window to close it
^^12^^At the left bottom corner may or may not be present a navigation bar; it helps you going to the first/previous/next/last record in your list.
^^13^^Two buttons \BOK \Band \BCancel \B.
The \BOK \Bbutton opens the note and saves the modifications
The \BCancel \Bbutton does not save them.
^^14^^The title of the note; i.e. the note Full Contact name.
^^15^^The text of the note; note that you can enlarge this field with ALT-M
^^16^^And reduce it again with ALT-M
^^17^^The document last creation and modification Date
^^18^^\H \B \R THE MENU \B \R
^^19^^The menu of the note contains three basic items:
\I\BShow
Item
Utilities \I \B
^^20^^The two items of the Show menu (\BShow Children \Band \BShow father) \Bopen the father or the child list
^^21^^The Item menu contains the following items:
\BSave: \Bequivalent to the OK button
\BQuit: \Bequivalent to the Cancell Button
\BDelete: \Bdelete the current document and quit
\BPhone To: \Bthis item (if you have not added with the personalization module a telephone number to the ext document is normaly grayed out)
\BNext item \B
\BPrevious item \B
^^22^^There are two options in the \BUtility \Bmenu:
\BInsert field \B
\BMass \Bmailing\B
^^23^^\BInsert Fields \Bmay be used to insert merge fields in the note; what does it mean?
Lets immagine that you want to write a personalized letter to 50 different firms;
You must first create the template; \Rhow? \R
You select \BInsert Fields \B
^^24^^A select window containing the possible merge fields is created.
^^25^^You can start to write Your Letter
^^26^^When You need a field to be inserted just click over the field on the Select list
^^27^^Now Your letter is ready to be sent;
\R\T\Bhow? \R \T \B
Use the \BMass mailing \Boption.
^^28^^Mass mailing first ask if you want to send the letter:
to all the company (contacts) that contain the letter in their folders (see the list training for a concept of folders)
to one or more contacts (you will have the possibility to select which one)
to one or more company addresses (you will have the possibility to select which one)
We now, for demonstration sake, select companies; the list of the companies appears.
^^29^^If you look a the menu there are 2 options only under the edit menu:
\BSelect: \Bto reduce your list (You may follow the selection training to learn how to use the select) and \BMass Mailing. \B
Use the select to reduce Your list to the person you want to send the mail to;
Do not worry if you and up with to few or to many people; you can add other addresses at a later stage
When done select \Bmass mailing \B
^^30^^It appears a list of the addresses;
you can:
\Bdelete \B(with the delete button)
\Badd \B(with a drag and drop)
elements from the list.
Then select OK from the List menu.
^^31^^Note You can follow a more in depth training selecting a this moment Help/training \R
