TCM

When you create a New Contact from the telephone call screen, a new folder is created for the contact and placed in the 'New Contacts' pending tray. Once you have finished the call you can move them to the correct folder in the filing tree.

First of all click on the 'New Contacts' pending tray button from the toolbar.

• From the list of new contacts highlight the contact that you wish to move by single clicking on their contact folder.
• From the 'Edit' menu choose the 'Relocate (Cut)' option.
• Now go into the filing system tree and find the folder where you wish to place the new contact's folder.
• Highlight the folder of your choice by single clicking on the folder and then choose the 'Relocate here (Paste)' option from the 'Edit' menu. (Do not rush the program. On the left side of the status bar you will see details of how the relocation is progressing.)
• The contact's folder should now appear in the filing tree where you placed it.

(Note: If the contact's folder doesn't appear in the filing tree, single click with the right hand mouse button on the folder in the filing tree where you placed your 'New Contact' folder and choose the 'Refresh' option from the pop-up menu.)

Choosing a file in the Filing list

• Search for the name by clicking on the search button
• or move through the filing tree by clicking and double-clicking on folders.