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- ===========================================================================
- Frequently Asked Questions (FAQ).
- Last Updated March 18, 1997.
-
- Copyright (c) 1996, 1997 TekFocus Corporation.
-
- This list is continuosly modified. Visit http://www.tekfocus.com site
- for the latest version of the FAQ. Send questions/suggestions on the
- FAQ to em-support@tekfocus.com.
- ===========================================================================
-
- Q. I cannot enter Dates in the Date cells. Why ?
-
- A. Month, day, and year need to be entered in the order that your
- windows settings are set. Further you must enter the year in
- full including the century. This will help in avoiding the
- century issue when we get to 2000 A.D.
-
- Example: If windows settings are month, day, year, then 10/23/1995
- is a correct value for date. Wherease 10/23/95 is not.
-
- Q. How do I enter more than one phone number in EasyList.
-
- A. Yes. EasyManager allows you to enter as many phone/fax numbers as
- you want to. To enter multiple phone number (or any other attribute
- which has multiple-values), right click the mouse button while
- keeping the mouse pointer in the cell where you want to add another
- phone number. A menu will be displayed. Choose "New <Attribute>",
- and a blank row will be added to the EasyList where you can enter
- the phone number.
-
- Q. Do you support phone dialers to dial the phone numbers directly from
- EasyManager.
-
- A. Yes, but only on Windows 95, and Windows NT. To dial a number,
- simply click the right mouse button on the object, and a context
- sensitive menu will popup, where you can choose the number to dial.
-
- Q. I want to define my own EasyList with the attributes that I am
- interested in. How do I do it ?
-
- A. From "EasyList" menu, choose "Define EasyList...". A window with all
- the existing EasyLists will be displayed. Choose an existing
- EasyList to edit, or click on "New" button. A EasyList Editor will
- be displayed. You can now define the EasyList the way you want to.
-
- Q. How do I filter objects in EasyList ?
-
- A. First, you need to create a filter object. Many filter objects are
- also shipped with the product that you may use or modify. To
- create/modify filter objects, choose "Edit -> Define EasyFilter..."
- menu item, and define a filter.
-
- Next, you apply the filter to a given EasyList/EasyLabel window. You can
- do that in two ways. The easiest way is to open the EasyList, and
- click the right mouse button while keeping the pointer anywhere
- within the EasyList. This will display a constext dependent menu.
- Choose the submenu "Filter By", and then choose a Filter object to
- apply to the EasyList.
-
- You can also bring up the EasyList Editor and set the Filter object in
- the editor.
-
- Q. How do I sort objects in EasyList ?
-
- A. This is similar to filtering except choose the appropriate sort
- menu. See the topic "How do I filter objects in EasyList".
-
- Q. How do I export an EasyList in a comma separated text file.
-
- A. Open the EasyList you want to export. Select menu item
- File -> EasyExport. Check the box labeled "All Objects In List".
- Select the appropriate export target and press Ok.
-
-
- Q. How do I quickly find information on a Person/Business/or other
- Objects.
-
- A. EasyLook is a powerful tool to quickly access information on any object
- managed by EasyManager. You can invoke EasyLook from "Edit ->
- EasyLook..." menu. You can also invoke by pressing Ctrl+L or Ctrl+F.
-
- Simply enter the name or part of name that you want to search on,
- and all objects that meet the search will be displayed in it. You
- can setup EasyLook to show only certain information.
-
- You can also use right mouse button to display a context dependent menu
- where you can select, delete, dial, send email, etc.
-
-
- Q. How do I print an Address Book ?
-
- A. EasyLabels are used to print address books, as well as to print labels.
- This is a powerful feature as you can decide exactly what you want
- to print in the address book (or labels). You can choose from the
- predefined EasyLabels that come with EasyManager, or create your own
- to meet your needs.
-
- You simply print the labels on a plain sheet of paper and it becomes
- your address book.
-
-
- Q. How do I print envelopes ?
-
- A. EasyManager does not have any support to print envelopes yet. This
- feature is under development, and will be available in a future release.
-
-
- Q. Can I Import Windows Card File into EasyManager ?
-
- A. No. EasyManager does not currently support importing Windows Card
- File. You will need to enter all the information manually.
-
-
- Q. Can I enter free form comments for Objects ?
-
- A. No. Even though EasyManager does not have any restriction to allow
- comments with embedded end-of-lines and tabs, it currently does not
- support entering/viewing it. There has not been much of a feedback that
- this is a useful feature. If you think this is very essential
- feature send email to 'support'.
-
-
- Q. Can I change font style to bold or italics or change font size in
- EasyLabel ?
-
- A. Yes. You can change font size, and change font styles to bold,
- italics etc. Choose menu item "EasyLabels -> Easylabel Font..." and choose
- the font style. Note that all lines in the label will have the same font
- style.
-
-
- Added: 07/31/96
-
- Q. When I create new objects or when I change object's attribute, the
- object is shown in the EasyList(s) even when they do not satisfy
- the filter criteria. Why ?
-
- A. When you are creating new objects they bypass the filter/sort criterias.
- This is because EasyManager does not know when you are done with
- defining the object. Every time you change an attribute of an
- object, it would be very annoying, if the attribute you changed,
- fails to meet the filter criteria, and the object suddenly is
- removed from the EasyList. Hence, a different approach is taken.
-
- When you create an object, it appears in all EasyLists that show the
- type of object you just created and the List will show "[Out Of
- Date]" in the window title.
-
- When you modify an object and the object is aleady displayed in the
- other EasyList(s), then it will continue to be displayed (with the
- changed attribute value), and the list will show "[Out Of Date]" in
- the window title.
-
- When you modify an objectand the object is not displayed in the other
- Easylist(s), then it will not appear in the list, and the list will
- show "[Out Of Date]" in the window title.
-
- To update the List, simply press the "Update" button.
-
- Q. When I create new objects or when I change object's attribute, the
- EasyList(s) do not get resorted automatically. Why ?
-
- A. This is on purpose. The answer is same to the similar question on
- Filter above.
-
- Q. I want to create separate EasyLists, one for showing my credit card
- accounts, and another for showing my Subscription accounts. How
- do I do that ?
-
- A. By default, EasyLists show all objects of a given type for which
- the EasyList is defined (i.e. the objects are not filtered).
- For example, "Account List" is an Easylist where all the Account
- objects are displayed (including Credit card accounts, and
- subscription accounts).
-
- To view objects in an EasyList that satisfy certain rules, like
- viewing only the credit card accounts in an EasyList, you create
- Filter objects and define the filter criteria. Then you apply that
- filter to a given EasyList, so only the objects that satisfy
- the specified filter criteria will be displayed.
-
- In our example here, we would follow the steps below to view
- credit card accounts and subscription accounts in two separate
- Easylists.
-
- 1. Create all the "Account" objects (including credit card accounts,
- and subscription accounts). In our case here, make sure you
- choose the account type as "Credit Card" or "Subscription"
- as appropriate.(choose the account type appropriately). You
- can do this by creating object in the EasyEditor (you may
- have to select the appropriate object type by clicking on the type
- button in EasyEditor), or in an existing EasyList that displays the
- account objects.
-
- 2. Define two Easylists, one that will show credit card accounts
- only, and the other that will show subscription accounts only.
- You may also modify an existing Easylist.
-
- a. Click on EasyList->Define... menu item. Define EasyList dialog
- will be displayed.
- b. Click on "New", EasyList Editor will be displayed. [To edit an
- existing EasyList, click on "Edit" button instead].
- c. Enter EasyList name.
- d. Choose object type as "Account"
- e. Define the columns as to what you want to see in each column.
- f. [If you choose "OK" now, you will have created the EasyList, but
- will show all the Account objects.] We will define a filter
- and use it in the Easylist to show only the objects of our
- interest. This is the key step.
- g. Select the appropriate filter criteria to use to filter
- objects that are shown in the Easylist. If a filter criteria
- does not exist that meets your needs, you can modify existing
- filter criterias or create new ones.
-
- To do that, click on "Define Filter..." button, and choose "New"
- from the Define Filter dialog. EasyFilter Editor will popup.
-
- Define the Filter criteria. Here we will choose "Type" as
- Account, and the filter criteria as "Account Type = Credit Card".
- Click Ok when done.
-
- h. Click Ok.
-
- You have successfully defined the EasyList to display the Credit card
- accounts only. Do the same for Subscription accounts.
-
-
- Q. I have defined a Filter criteria. Can I apply it on any EasyList ?
-
- A. Yes, absolutely. Once you have defined filter criterias, simply
- apply it to any EasyList that is displaying the same type of object
- for which the Filter criteria is defined. To apply a filter
- criteria, simply open the EasyList, and click "right mouse button".
- A popup menu will appear, select "Filter by", and then select the
- filter you want to apply.
-
- Q. I have defined a Sort criteria. Can I apply it on any EasyList ?
-
- A. Yes, absolutely. Once you have defined sort criterias, simply
- apply it to any EasyList that is displaying the same type of object
- for which the Sort criteria is defined. To apply a sort
- criteria, simply open the EasyList, and click "right mouse button".
- A popup menu will appear, select "Sort by", and then select the
- sort criteria you want to apply.
-
- Q. What is this "[Out Of Date]" that appears in the EasyList window
- title. How can I get rid of it?
-
- A. When an object is changed or new object is created, the EasyList is
- automatically updated to reflect the changes and new objects, but it
- does not apply filter and sort criterias at that time. This is why
- the "[Out Of Date]" appears in the window title to remind you that
- the List may not be properly sorted or filtered.
-
- You can click on the "Update" button to Refilter/Resort the list.
- This will remove the "[Out Of Date]" text from the title.
-
-
-
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