Pims

While in MS Office, place the cursor on top of the Office icons and right-click. Pull up Customization to gain access to the Add button. Put in the command line for ACT and select Use Icon. There's a Setup icon on the far right of the MS Office icons, which allows you to add the icons of other apps, including ACT.

You can maintain cursor location in a macro by changing the layout of interest. Select Edit Current Lookup {IS THERE SLASH AFTER EDIT, IS CURRENT LOOKUP UNDER EDIT MENU?} and press the Esc key to place the cursor in the first field on that layout. Then press the Tab key the appropriate number of times to move it to the field of interest.

If your toolbar disappears, it could be because of low memory. To turn it back on, choose Edit/Preferences in the main menu. In the Modify list, choose Bar position. Then, under Tool Bar, select Fixed and click on OK.

You can edit the Window Positions section in your ACTWIN2.INI file if you experience changes in the way the ACT screen appears without any changes to the video driver. {DIGS, CLARIFY SENTENCE} Use a text editor, such as Notepad, and open the file, which is usually in the WINDOWS directory. Toward the bottom of the file, under the Windows Positions section, you will see the Main Window= line. Delete the values to the right of the equal sign and restart ACT.

Two local area codes can be a problem for the standard installation of ACT. To make sure the software doesn't get confused, open the ACTWIN2.INI file with a text editor and eliminate the phone number from the My Record Line.

If you hit snags while trying to import an ACT for DOS database into ACT for Windows 2.0, first export the file to a DOS format. Then reimport the file into ACT for Windows 2.0.

Capture your contact screen layout or the values in the pop-up menus by performing a print screen. Press the Print Screen key while in ACT. Alt+Tab to Program Manager, open the Accessories window, then choose Write/Edit/Paste. The contents of Clipboard are pasted to Write. Choose File and Print.

Create your own macro to open ACT. Choose Edit/Macro from the main menu. Select Record Macro and type a name and description. In the mouse box, select Ignore Mouse. Press the Record button and perform the following key strokes: Alt+V, G, down arrow to highlight the group, Tab key (selects OK button), and Enter to select the group. With the mouse, stop recording the macro by selecting Edit from the main menu, Macro and then Stop Macro. Finally, choose Edit/ Preferences. Highlight Startup in the Modify box to the left of the dialog box, set the Database in the path and list the Macro in the Startup box.

The HP 550C printer driver HP VER 6.0 might cause your envelopes to print in the wrong direction. Changing the orientation to Landscape from Portrait should resolve the problem. Your Print Setup should consist of the following: ENV3, Top=1.0, Bottom=.5, Left=1.0, Right=1.0, Paper size=#10, Source Tray and Landscape.

It's easy to print a sheet of labels for a particular contact. Call up the person's name from look up the person him up {IS THIS CORRECT?} and Choose Report from the main menu. Pick the Other option and select the filename of the label sheet you're using. In the Prepare Report dialog box, select Active Contact under Use and Document under Output. Click on OK. A single label will appear on the screen. Choose Edit and click on Select All. Click on Edit again and then Copy. Go to File on the main menu and close the file but don't Save Changes. Next, perform any lookup that has at least as many contacts as labels on the sheet. Go to Report and choose Edit Template. Select the same filename as before. Highlight all the lines between, but not including, Start_Contact_and End_Contact and select Edit/ Paste. The contact-relevant data will replace the merge field codes that have been highlighted. Make sure you didn't remove any blank lines between Start_Contact and End_Contact. Go to Format, Create Report and use Active Lookup and Document as your output. Place a full sheet of labels in your printer and select File. Press Print.

To view work done during a specified period, use the Completed Work feature. Every item you mark as "done it" appears here. To tick off a completed item, click the cell in the Done column or select Item from the Main menu and choose Mark As Done. Click on View/Notepads from the main menu and choose Completed Work to see all marked items.

You don't need to use separate ECCO files to keep personal and business PhoneBooks apart. Just make sure you distinguish the two by creating a Pop-Up column called Type. Select Column/New Pop-Up List from the main menu, key in Type in the header field, and enter personal or business information in the relevant column. Thereafter, anytime you want to see all your business or personal contacts together, just run a simple query.

Use ECCO's Auto Assign feature to automatically date stamp every item. Create a new date folder by selecting View/Folder Window from the main menu. From this window, click on Folder and select New Folder. Name the folder Date Stamp, then right-click, and under Folder Type select Date. Right-click on your new folder again and select Properties. Unselect Show Item in Calendar's Tickler Section box in the Date Properties dialog box by clicking on it, then click on OK. Next, right-click again, choose "Auto Assign rules" and create a rule that contains a single asterisk. A dialog box will ask you if you want to search your file for all matching items. Select Don't Search. After this, every item created is automatically added to the Date Stamp folder with the current date. Occasionally export old items with ECCO's Archive feature.

To keep customized filters within easy clicking distance, place the icons with the name of your filters right on the toolbar. Go to the Flter menu. Choose Tools on the main menu and select Filter View. From here, select the filter you'd like to put on your toolbar. For example, you may want to filter out James from your phone list. The name of the filter--in this case James--will appear on the ECCO Icon Repeat button. Right-click and drag the button with the name of the filter you want onto the toolbar, and a shortcut for the filter will appear.

Use Text Touch Ups, under the main menu's Format, to distinguish items by color. With Text Touch Up, you can put business folders in blue, and personal folders in red. Then assign those colors to toolbar buttons. Just select a new item's text, and select the appropriate button to help you stamp each item with color.

Get more out of a Checkmark column. To create a new column, choose Columns from the main menu, select Insert Column/New Checkmark. Right-click at the top of the column and choose Properties to see the Column Properties dialog box. Select Other from within the Checkmark box and type in the relevant data. Whenever you click on this column, you'll gain access to whatever you typed in.The Format option in the main menu allows you to mark the column in certain ways, for example, by color. Say you have a videotape database with certain tapes that can be erased and reused. Under Other, type Ready and highlight it red. This marks the tape for you.

The F4 command produces a dialog box that allows you to move your calendar ahead by typing the number of days you wish to jump in the Go Forward box. You can also move forward and backward by selecting the Date box, which brings up a little calendar that can be used to change to any date.

To automatically adjust column margins when resizing or double-clicking on a column heading, hold down the Ctrl key at the same time. {DIGS, PLEASE CLARIFY}

The Correspondence Manager blends ECCO's PhoneBook with various Windows-capable word processors. It will print a letter using Ami Pro, WordPerfect and Word, and send a fax using WinFax PRO 4.0, as well as mail a document with supported e-mail applications. You can choose a group of PhoneBook records or an individual record for your addresses.

Choose one or more PhoneBook entries and create your form letter as a template in a word processor. Choose Correspondence Manager from the PhoneBook option in the main menu. Unless this has been entered before, enter the name of the word processor being used and the location of its run line. In the Send By section of the Correspondence Manager dialog box, select Fax. In the Save Contact Record Field, type in the subitem you want entered (or just leave it blank). Decide whether you want the document saved in the Correspondence Manager history directory and check the appropriate item. After filling the dialog box, press OK. The Correspondence Manager will perform a merge for each selected PhoneBook entry and fax it.

Like the fax merge, select one or more PhoneBook entries and create a "form letter" in your word processor. Look to the Correspondence Manager dialog box, select the E-mail option from the Send section. Enter the subitem you desire in the Save Contact Record field, choose how you want the document saved in the Correspondence Manager history directory and press OK. The Correspondence Manager will merge and e-mail each item. Caution: You can only send mail using one type of e-mail transport at a time. For example, you can't send a message to a Microsoft Mail address and an Internet address during the same session.

If you want your word processor to stay open after a Correspondence Manager session. add the line
EXITWORDPROCESSOR=Never
to the CORRMGR.DEG file in the CORRMGR directory. Change Never to Always if you want it to close all the time.
Default
keeps the word processor in the state it was when the merge occurred. {CLARIFY, WHERE WOULD DEFAULT BE IN CODE?}

To create custom templates for Correspondence Manager under PhoneBook view, call up the Correspondence Manager option, select Use Template from the Choose Letter to Send section of the Correspondence Manager dialog box. Press the New button to get the Create/Edit Template dialog box. Type a template description and a filename for the template. From the Based On list, select a template on which to base yours ( you also have the option of choosing none). In the Choose Fields to Include in Mail Merge section, add and/or remove the fields you desire. Press the Continue button and make any changes you wish to the document template from within your word processor. Press Return to ECCO button on the word processor's title bar. To use your template immediately, select the Send By option(s), type in the subitem text, and decide whether you want the document saved in the Correspondence Manager history directory, and press OK.

It's easy to schedule recurring meetings.Click on the Calendar section and select Create Appointment. Enter the relevant details and click on the Repeat button. When the Repeat page pops up, enter the schedule you want to adhere to--daily, Wednesdays, second Mondays, Weekly and so forth, or any conceivable combination thereafter. For example, you could schedule an appointment for the fifteenth working day of every third month. Use the Custom choice in the Repeats box to schedule recurring appointments with varying times. Click on the down arrow and select Custom. That highlights the Custom dates box below the Repeats box. Click on the down arrow on the box to bring up the Calendar. Select a date and press the Add button just below the Custom box to add each additional date.

To mark a tentative appointment, select the "Pencil in" check box from the Create Appointment or Edit Appointment dialog boxes. A Pencil icon will appear to the right of the appointment description.

It's also possible to customize the fields in the Address section. Select View/Address Preferences from the main menu. Then choose the Fields button in the Address button's dialog box .Highlight the field name in the Fields section you want to change. Type in the selected field's new name in the Labels box (it's right below the Fields section). Click on OK twice when you're done.

Press Ctrl+G to bring up the Go To dialog box. Choose the section you're looking for by pressing the down arrow in the section box and highlighting it. Then, enter the area type you're looking for. For example, under Address, look for a Last Name; for Calendar, look for Date.

When working in another section, you can quickly create a To Do task by clicking on the right mouse button while the cursor is on the To Do tab. Select Create Task from the menu, type in the relevant information and click on OK when you're done.

To edit To Dos by striking out, hiding or deleting them, select View from the main menu and click on To Do preferences. The choices can be found under the Options menu. There, if you select strikeout, for example, Organizer will show completed tasks in Strikeout mode.

Calls can also be viewed from within the Calendar section. Choose Section from the main menu and select the Show Through option. Make sure Calendar is posted in the "Show into" box and highlight Calls within the From box. Then click on OK.

Bring up the Create Call dialog box, either by clicking on the Answer Incoming Call SmartIcon or by selecting the Phone option from the main menu and choosing Incoming Call. Enter the name of the caller and click on the Stopwatch, which is located on the dialog box's lower right side. Organizer automatically puts the insertion point in the Notes section and sets the Status section to Incoming.

When a call becomes a To Do item, hold down the Ctrl key and drag and drop the call onto the To Do tab. A To Do entry is created with the name of the person, company and notes from the call entry.

Record red-letter days such as birthdays in Organizer's Anniversary section. Click on the Anniversary tab and right-click the mouse. Select Create Anniversary and type in the relevant data. Then click on the Alarm button to attach an alarm to the entry. Choose Section/Show Through from the Main menu to display an Anniversary item with the Calendar. In the "Show into" field select Calendar and in the From field select Anniversary. When you're done, click on OK.

To delete an entry, select the item, then drag and drop it onto the trash can. A flame will appear to indicate a deletion.

Right-click to instantly e-mail or fax a document in the Sideick Write View.

Keep track of your phone conversations--who you called, when and how long the call lasted--by clicking on the Phone icon. It stays in the foreground while you go through your cardfile entries.You can selet a contact, take notes in the Phone Log, click End and choose the next cardfile entry.

Don't keep entering the same information over and over. Expense View in Sidkick 95 will maintain a list of the airlines, hotels, and restaurants you use and visit most often.

Sidekick 95's cardfile reads Microsoft Exchange's address list. This way, you can easily integrate the two address lists, making e-mail that much easier to create.

Right-clicking anywhere in Sidekick 95 lets you view the context-sensitive shortcut menu.

With the Sidekick Write view, you can drag documents to folder tabs, moving them to a particular folder. Drag the document while holding down the Ctrl key to copy the document to the folder.

Quickly dial a number from the Calender view by dragging a card to the Phone icon.

Moving a card from one card file tab to another is as easy as dragging and dropping the card to the tab of your choice. Simultaneously pressing the Ctrl key allows you to copy the card.

The Quick Letter function allows you to instantly merge card file information into a letter.

Right-click, after choosing the fields for a label, when printing labels and envelopes to specify fonts, alignment and color of text in the Label or Addressee Setup dialog boxes.

You can change fonts for your cardfile information in Preferences/Tools.

By using a line of underscores (_____________) as a field name, you can set off the fields in your cardfile data entry screen. This lets you visually separate related pieces of information.

To schedule an appointment, drag and drop a card located in the view-in-view to the calendar

Create a personalized letter by dragging a card from the view-in-view window to a note with merge fields.