Return to Index
- Advanced Operations -

  1. Edit Filter

    1. The "Edit Filter" feature allows the user to filter information on multiple fields quickly.

    2. The "Edit Filter" feature can be accessed by clicking on the "Edit Filter" button on the toolbar.

image

      1. Once this button is clicked, a dialogue window will be displayed.

image

      1. Once the dialogue box is displayed, the user may specify the fields to be filtered on, as well as on an include, or not include basis.

      2. Clicking on the drop-down arrows for the various fields will display the options for that field.

        1. The "Field" box will display the available fields to filter from.

        2. The "Comparison" box will give the possible ways to filter the information. The possibilities are:

          1. Equal to

          2. Not Equal to.

          3. Less Than

          4. Greater Than

          5. Less Than or Equal

          6. Greater Than or Equal

          7. Is Blank

          8. Is Not Blank

          9. Starts With

          10. Ends With

          11. Contains

        3. The "Compare To" window will display the possible entries to base the filtering on.

    1. Mail Merge

      1. The mail merge feature allows the user to send the same information in a letter form to multiple recipients, without the need for re-typing the information repeatedly.

      2. Mail merge recipients are based upon either the currently selected record, or can be based upon the current screen filter.

      3. To view the individual recipient information for a mail merge document, click on the Mail Merge button on the toolbar.

image

      1. To cycle through the individual recipients of the Mail Merge, use the arrow keys in the mail merge toolbar.

image

      1. User's can type the desired message in to the Word Document created, or they can cut and paste from another source document as desired.

    1. Custom Fields

      1. Custom fields are included in the program to allow the user to further customize the program. There are five custom fields available and their use is outlined below.

      2. Custom Date

        1. Custom Date allows the user to add an item that is date specific. For example a user could have an entry for yearly product fair.

        2. To enter a Custom Date, follow these steps.

          1. From the Switchboard, Select "Setup Reference Files"

          2. Enter the Password

          3. Select List Type: Company

          4. Select List Sub Type: CustomDate

          5. Enter the desired Description in the "Description" Field.

          6. Save the changes when asked to do so.

      3. Custom Number

        1. Custom Number allows the user to add an item that is number specific. For example a user could have an entry for yearly goals for a certain product.

        2. To enter a Custom Number, follow these steps.

          1. From the Switchboard, Select "Setup Reference Files"

          2. Enter the Password

          3. Select List Type: Company

          4. Select List Sub Type: CustomNumber

          5. Enter the desired Description in the "Description" Field.

          6. Save the changes when asked to do so.

      4. Custom Percent

        1. Custom Percent allows the user to add an item that is percent specific. For example a user could have an entry for business percentage in different fields such as HVAC, Plumbing, and Electrical.

        2. To enter a Custom Percent follow these steps.

          1. From the Switchboard, Select "Setup Reference Files"

          2. Enter the Password

          3. Select List Type: Company

          4. Select List Sub Type: CustomPercent

          5. Enter the desired Description in the "Description" Field.

          6. Save the changes when asked to do so.

      5. Custom Text

        1. Custom Text allows the user to add an item that is text specific. For example a user could have an entry for Goals by Line.

        2. To enter a Custom Text field, follow these steps.

          1. From the Switchboard, Select "Setup Reference Files"

          2. Enter the Password

          3. Select List Type: Company

          4. Select List Sub Type: CustomText

          5. Enter the desired Description in the "Description" Field.

          6. Save the changes when asked to do so.

      6. Custom True/False

        1. Custom True/False allows the user to add an item that is able to be answered either by true/false or yes/no. These items will be represented by a checkbox, with a yes or true answer being designated by a checkmark in the checkbox. For example a user could have an entry for "stocking Distributor" by line.

        2. To enter a Custom True/False, follow these steps.

          1. From the Switchboard, Select "Setup Reference Files"

          2. Enter the Password

          3. Select List Type: Company

          4. Select List Sub Type: CustomTrueFalse.

          5. Enter the desired Description in the "Description" Field.

          6. Save the changes when asked to do so.