Browse Screen

Click on the tab category that you would like to search by. For instance if you would like to search through a specific group, click on the group tab and each group will be put in alphebetical order.

 

This is your full contact list in alphebetical order. This will show name, address, company, and/or group. The tag colomn allows you to select specific contacts to use when generating reports or exporting information.

 

Search for a contact by entering the first few letters of the name you are looking for. It will be searching by the tab that you have selected. For instance, if you are on the name tab it will search by last name. If it is on the company tab it will search by company.

 

Find a contacts location by highlighting them and clicking on map. This button will link you to a map of this contacts location.

 

Delete a contact by highlighting their information and clicking on delete.

 

Change contact information by highlighting their name and clicking on change.

 

Add new contact information with this button. You will be able to fill in all neccessary information such as name, phone number, address, company, group, email, etc. See the Add a Contact module for more detailed information.

 

Export contact information into another program such as a RTF document, excel, or a CSV file. You can export all contacts or only a select few by tagging those you wish to export.

 

Click on the letter that you wish to search for your contact.

 

This area allows you to view the contact information for any entry when highlighted.

 

Email your highlighted contact by clicking here.

 

This will allow you to go into the scanning section of the contact that is highlighted. Look for more detailed information for this section in the under the Document Screens.

 

This will close the contact screen, but will not close you out of the entire program.

 

Checking this box will allow you to choose further options in tagging contacts. Tagging specific contacts makes it possible to pull only tagged contact information to use with other procedure such as reports.