Browse Screen

Browse Screen
This is your browse contact screen. You are able to view, add, or delete contacts from this screen.

Tab Categories

1. Tab CategoriesClick 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.

Contact List

2. Contact ListThis 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 Field

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.

Link to Map

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

Delete Contact

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

Change Contact Info

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

Add Contact

7. Add ContactAdd 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 Info

8. Export InfoExport 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.

Search by First Letter

9. Search by First LetterClick on the letter that you wish to search for your contact.

View Phone Numbers / Email

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

Send E-mail

Email your highlighted contact by clicking here.

Scanning Section

12. Scanning SectionThis 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.

Close Screen

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

Tag Options

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.

Created with help of Dr.Explain

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