This window allows you to create address records of your creditors and debitors. You can use the name filed as a reference in the creditor field of a budget account record.
On the left of the window is the data entry fields. When the window is opened a temporary address record is created to hold the data you enter into the data entry fields. When you exit a data entry field the data is entered into the appropriate attribute of the address record.
Addresses:
To add an address:
Fill out the various entry fields, then click the Add Address button. The temporary address record is copied and appended to the end of the address data base. When any record in Home Accounting is added to a data base it is given a unigue record number.
To get an address record:
To the left of the Name field is the Record Number field. You can enter a number into this field or you can use of the selection buttons below the Record Number field. The buttons are ordered as; first record, previous record, next record and last record. If the first record is presently entered and the previous record button is clicked, then the last record number will be retrieved. This wrapping works with the next record button, which wraps to the first record number. To get the indicated record, click the Get Record button.
To delete an address:
Enter the record number into the Record Number field. Click the Delete Record button.
To update an address record:
Get the record to be updated. Edit the various fields. Click the Update Address button. If you click the Update Address button and no address record has been retrieved, then the a new record is added to the address data base.
Phone Numbers:
Next to the Phone number entry field is the phone types popup-menu. You can enter as many phone numbers into an address record as you want.
To add a Phone Number:
Enter the phone number into the Phone entry field and click the Add Phone button.
To select a phone number:
Select a phone number from the phone types popup-menu. The phone number associated with the phone type selected is copied to the Phone entry field.
To delete a phone number:
Select the phone type to delete from the phone types popup-menu. Click the Delete Phone button.
Phone Types:
Below the Phone number entry field is the phone Type entry field. You can assign a phone type to a phone number. The phone type is paired to a phone number. To add, delete and select a phone type follow the associated phone number instructions.
Contacts:
Next to the Contact entry field is the Contacts popup-menu. You can enter as many contacts into an address record as you want.
To add a contact:
Enter the name of the contact into the Contact entry field and click the Add Contact button.
To select a contact:
Select a contact from the Contact popup-menu. The selection is copied to the Contact entry field.
To delete a contact:
Select the contact to delete from the Contact popup-menu. Click the Delete Contact button.
To find a contact in the address data base:
Enter the text to find in the Contact entry field. Click the Find Contact button. If the name attribute of an address record in the address data base has the given text within it's text, then the address record found will be retrieved. If no match is found, a beep will occur.
Using Find:
To find an address by any entry field of any address record in the address data base:
Enter the text to find in the entry field of choice (Name, Address, etc...). Click the Find button. If an attribute of the choosen entry field has the given text within it's text, then the address record found will be retrieved. If no match is found, a beep will occur.
If the entry field is Contact, then the contact will be selected in the contacts popup-menu and placed in the Contact entry field.
If the entry field is Type or Phone, then the phone type will be selected in the phone types popup-menu. The phone type and phone number will be placed in the appropriate entry field.
The check case checkbox:
If you check the Check Case checkbox, then the text to be searched for with any find action will require the text case match (i.e. "a" will not match to "A"). If the Check Case checkbox is not check, then the case of the text is ignored (i.e. "a" will match to "A").
Update Field:
This button allows you to update the address record field without having to exit the field
Record and Records displays:
In the upper right corner is two text boxes. The upper one displayes the record number of the temporary address record. When you get an address record from the address data base, this entry will be something other than 0.
The bottom text box shows the total number of records in the address data base.
Notes:
You can add notes to any address record. Text Edit (built-in Mac editor) limits the length of this text field to 32767 characters. The style record (colors, fonts, sizes, styles etc...) is not stored, only the text.
