When you edit a contact or create a new one, the Contact window will be displayed (see picture below).
The following information about a contact could be enter:
- On the personal tab: first name, last name, middle initial,
suffix, salutation, address, city, zip, state, region, country, phone number,
mobile phone number, email address, URL.
- On the company tab: name, address, city, zip, state, region,
country, phone number, fax number, email address, URL, department, office, profession,
job title, assistant.
- On the miscellaneous tab: birth date, anniversary date, last
meeting date, category, referred by, and notes. Also, there are two custom fields
where you can enter the information that you consider appropriate. You can rename
this fields using the Preferences window.
When you finish working with a contact press the OK button to save it and close the window or press the Cancel button to close the window and loose any changes.
The window has a menu that allows you to perform the following operations:
File Menu
New - Creates a new contact.
New From Same Company - Creates a new contact using the same company information
as the current contact.
Save - Saves changes to the current contact.
Save and Exit - Saves changes to the current contact and then will close the
window.
Save As - Saves the contact in a text file. Select the file where you want to
save it and then click on the Save button.
Print Preview - Displays the Print Preview window
for the current contact.
Print - Displays the Print window. Make your
printer selection and click on the Print button if you want
to print it, or click on the Cancel button if you do not wan
to print it.
Close - Closes the window.
Edit Menu
Cut - Cuts the selected text.
Copy - Copies the selected text.
Paste - Pastes the clipboard content in the current text box.
Select All - Selects all text in the current text box.
Undo - Undo the last editing action.
Redo - Redo the last editing action.
View Menu
Go - Displays another contact in the same window. This way you van jump to the
next, previous, first or last contact in the contact list.
Refresh - Reads data from the database for this contact and displays it in the
same window. This option is useful in a network when multiple users may change
the same contact.
The window's toolbar has buttons that allows you to perform the following operations:
Save - Saves changes to the current contact.
Cut - Cuts the selected text.
Copy - Copies the selected text.
Paste - Pastes the clipboard content in the current text box.
Undo - Undo the last editing action.
Refresh - Reads data from the database for this note and displays it in the
same window. This option is useful in a network when multiple users may change
the same note.
Print - Displays the Print window. Make your
printer selection and click on the Print button if you want
to print it, or click on the Cancel button if you do not wan
to print it.
Close - Closes the window.
The toolbar was designed to make common tasks easier. Below are the pictures of each toolbar button and a brief description of its function:
Saves the current
item from the list in a text file.
Cuts the selected text
Copies the selected text
to clipbord
Pastes the text from
the clipboard
Undo the last editing
action
Refreshes data
from the database. This is useful in a network where multiple users can access
the same data.
Prints the current item from the list.
Open the
Find window and add the searching criteria for Notes
that have the contact name in the title.
Closes the window