|
|
This button gives you access to the main filing tree. |
Click on this button to view the daily archive folder |
|
These six buttons give you access to the various pending trays where your files are stored before they are linked. The buttons from left to right are, TCM Scans, Work Files, Faxes, EMails, Internet and TCM New Contacts. |
|
From these buttons you create the four different types of folder that are available in TCM. The four types of folder available are Normal, Company, Family and Contact folders. These buttons are available when you highlight a filing cabinet or folder in the filing tree. |
|
Use these buttons when you want to share or include the items from one folder in the filing tree with another folder. Available when you highlight a folder in the filing tree. |
|
This is where you view or edit the details of a Company, Family or Contact. Only accessible when you have highlighted a company or contact folder in the filing tree. |
|
This button will automatically change between the two states the button can be in (shown here) depending on how you are viewing the items in the folder. eg. if you are viewing items in details mode the button will show thumbnails and vice versa. |
|
If you make a mistake when linking a file and need to unlink the item from a folder or contact, first locate the folder or contact where the item was mistakenly linked and then click on the above button from the toolbar. In the lower left window a panel will appear with two buttons. To unlink one item, highlight the item you wish to unlink and then click on the 'Unlink one' button. To unlink everything in the folder click on the 'Unlink all' button. When you unlink an item from a folder, the unlinked item is placed back into the 'Work Files' pending tray from where you are able to link the item again. |
