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My Connections
Table View The table view displays a browsable list of contacts. Each row can be selected with standard user interface methods; if you don't know how to select individual rows on a table see this tutorial. Filter Filter limits the type of contacts that will be displayed in the table view. It is possible to have contacts that are neither customers or suppliers. You will have to select the All filter to view these. When you are accessing the Connections screen from Inventory or an Invoice it is setup a bit differently. First the filter is set to Suppliers if accessing from inventory. Secondly it is set to Customers if accessed from the invoice screen. In addition there is a Select button that you must press to send the Contact you highlighted to the invoice or inventory form. Click on one of the rows in the table view and click Select to choose it or click the None button. Find To find a certain contact; type some text in the Find field, select the field to search and hit ENTER. You can search on Phone, Last Name, Company, Misc, Zip or Email. Export You can do a selective export from the Connections screen. First, select each contact (row) you would like to export. Next hit the export button. You will be asked for a file name; you can select the default if you wish but I would suggest putting it somewhere convenient for you. This export file can be used in other software for mail merges or other types of marketing efforts like faxing. Any records exported to the same file name will be appended instead of overwritten! Zip Code You can use Nevitium to fill in the City and State from the US zip code database by providing a zip code and pressing ENTER or clicking the Zip Code button. You can also enter the city and state and click the Lookup button to fill in the zip code. The Lookup function is not recommended for constant use because of its inaccuracy. Many zip codes are often found for one city name and Nevitium will return the first one it finds. Pres the email button to launch the address in a new email. This uses your default emai lprogram setup in your operating system. WWW Press the www button to launch the web link in a browser. This uses your default browser setup in your operating system. Phone - Fax Only 12 characters are saved from the phone and fax fields. Past Invoices You can see the past invoices for a client in the small list to the right under the Delete button. Invoices can be viewed and payments can be taken from here. Journal Organized notes are kept in the journal. Each day you are allowed to create a new note for each contact if you wish. Past journals can always be viewed or edited. When you click New a journal file for that day is started. You will see it appear in the small window to the left of the journal editor under the New button. Click on a journal entry to view it in the text area on the right. Edit whatever text you wish; when you leave that text window to click on something else it will be saved automatically.
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