The address book was added to give you an easy way to record your creditor/debtor information. What you enter in the name field can be placed in the creditor field of a budget account with the Address preference view.
This window works a lot like the Register Entry window in that, when the window opens, it creates a dummy address record. As you exit a field the data in that field sets the associated attribute in the address record. To add or update a record requires that you click a button (Add Address or Update Address).
The Phone and Type fields go together. The Phone field holds the actual phone number and the Type field allows you to assign a name to the phone number (i.e. Home, Work or FAX).
You can add several phone entries to an address record.
The Contact field allows you to add a list of contact names for the given address record. These could be references to other address records (by name).
The large box at the bottom allows you to enter a note for this address record.
To create an address record, fill in the various fields, then click the Add Address button.
To Update a record you need to get the record first. Modify the various fields, then click the Update Address button.
To look through your address book, you can enter a record number into the record field to the right of the name field, then click the Get Record button.
You can scan through the records by clicking the various buttons below the record field.
You can find a contact in the address book by entering (or selecting from the popup menu to the right of the contact field) a name in the contact field, then click the Find Contact button.
Enter three names into the address book:
Don Ester
David Hender
Ziggy Lost
These entries will be used to demonstrate the Address preference view.
The address Book is a part of the Home Accounting's preference system and is saved when you save Home Accounting's preferences (to do this click the Save button in the Preference window).
Address Book Preferences:
The following information applies to both the Preferences and the DB Preferences windows.
Close the Address Book window.
Click on the Address Icon.
The name entries that you just entered into your address book will now appear in the creditor scroll list. The indexes that have address references will be enabled. The entries for the first enabled index will be shown.
Click on an active index button to select the address names beginning with the index letter (other, handles everything else).
Setting a Creditor Reference:
Click on a budget account. The associated creditor will be copied to the Creditor field.
Clicking on a creditor's name will place that name in the Creditor field.
Pressing any one of the following keys will transfer the creditor entry to the selected budget account; Tab, Return or Editor. Clicking the Set key will also cause the transfer.
Finding a Creditor Reference:
Make sure one of the names in the creditor scroll list is in the Creditor field.
Click another active index button.
Click the Find button.
Entering a name in the Creditor field, then clicking the Find button causes a search of the Address Book. The first entry that matches will cause that index to be selected.
In the DB Preferences window, the Address preferences view has an update button. Clicking this button will cause the name filed of all data base records with a reference to the selected budget account to be updated to the new creditor entry (if there is one).
