Screens and Windows 

The Links Tab 

The Links Tab enables you to store additional URL links that are  associated with the contact. Use it to store links that point to specific pages inside the contactsÆ Web Site or to other pages on the Internet that are related in any way to this contact. 
This tab contains the following buttons: 
Add New Link: use it to add a new link to the list. 
Properties: use it to view and edit the properties of the selected link. 
Delete Link: use it to delete the selected link. 
Browse: use it to run your default browser and visit the selected link web page. 
Print Link Report: use it to generate a report. 

Tips: 

• Click inside a URL field than double click the ellipsis (...) button on the right to a URL field to run your default browser and visit the selected link web page.
• Drag and drop column headers to change the order of the columns in the grid.

The Activities Tab 

The Activities Tab enables you to store activities related to the contact. Use it to create and view contactsÆ activities. 
This tab contains the following controls: 
Add New Activity: opens the Insert New Activity dialog box. use it to create a new activity. 
Properties: use it to view and edit a selected activity. 
Delete Activity: use it to delete a selected activity. 
Activity drop-down list: use it to filter the activity list by type. 
Date drop-down list: use it to filter the activity list by date. 
Status drop-down list: use it to filter the activity list by status (done/not done). 

Tips: 

• Create a contact record by your name and use it to store activities and to do items of general nature that are not directly related to a specific contact.
• Drag and drop column headers to change the order of the columns in the grid.

The User Fields Tab 

The User Fields Tab enables you to store additional contact information in fields custom defined by you. Use this tab to type and edit your custom defined fields. 
This tab contains the following controls: 
Cut: use it to cut a selected text to the clipboard. 
Copy: use it to copy a selected text to the clipboard. 
Paste: use it to paste text from the clipboard. 
Define: use it to define the captions of the fields. 
Note: you have at your disposal ten character fields, five date fields and five number fields. 

Tips: 

• Note that the values in these fields can be used as criteria in filtering the contact list using the Filter Dialog Window.

• Use the ellipsis button (...) in the date fields to post and edit date values.

The Contacts Tab 

The Contacts Tab enables you to store additional contact persons related to this contact record. 
This tab contains the following buttons: 
Add New: use it to add a new contact person. 
Properties: use it to view and edit the properties of a contact person. 
Delete Name: use it to delete a selected contact person. 
Send E-mail: use it to compose and send an e-mail message to a selected contact person. 

Tips: 

• Click inside an e-mail field than use the ellipsis (...) button to send a message to this person.
• Drag and drop column headers to change the order of the columns in the grid.

The Notes Tab 

The Notes Tab enables you to add notes to contact records. Use it to add and view notes. 
This tab contains the following buttons: 
Add New Note: use it to add a note. 
Properties: use it to view and edit a selected note. 
Delete Note: use it to delete a selected note. 

Tip: 

• Double click inside a Memo field in the grid to open a larger view and edit window.

The Documents Tab 

The Documents Tab enables you to attach documents, files, HTML pages, etc. to a contact record. 
This tab contains the following buttons: 
Insert New Document: opens the Attached Document Dialog Box. Use it to add a new document, file, or HTML page. 
Open Document: use it to open a selected document. 
Delete Document: use it to delete a selected document. 
Properties: use it to view and edit the properties of a selected document. 
 
Tips: 

• Double click inside a Notes field in the grid to open a larger view and edit window.
• Drag and drop column headers to change the order of the columns in the grid.