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SELECT FROM THE MENU
BAR CONTACTS THEN ADD / MODIFY / DELETE CONTACTS.
You can also access the
contact screen by selecting the menu option on the icon bar found to
the left of the Agencyware screen.
This is the main data
entry and contact management screen.
In the contact screen you can view a contact, add contact
information and edit previously entered contacts.
Use the tool bar buttons to Save, Delete or Add new contacts on
this screen.
To view or edit a particular contact you must recall the contact record.
1) You may recall the
contact record by using the Previous, Next, First, and Last arrow
buttons located near the top of the contact screen.
These buttons allow you to navigate through your contact
records in the order of selected “Sort Search By” located to the left of the navigation arrow
buttons. The order
sequence can be by Record
(sequence by the order entered or imported in the system), by Organization,
First
Name or Last Name.
2) You may also recall
a contact by using the “Find a Contact by:” Organization, Last Name or First Name
option located in upper left hand corner of the contact screen.
To use this option just enter either Organization name, First
Name or Last Name or a combination of the three, then proceed to
select the Find now button. This
will initiate a find function and if there is an exact or unique match
a record will appear in the contact screen. If there is no exact or unique match the system will generate
a select list of possible matches or an empty select screen if there
are no matches. You do not have
to enter a full name for the search, you can put partial names in the
system and the search will find all matches to the partial listing.
3) You can select the FIND
NOW button without putting in any search criteria and the system
will list all contact records in the database alphabetically.
4) Also you will find
additional Find functions located under the contact menu bar.
To add new contact just
select the new button located as the first option on the tool bar
located on the top of the contact screen.
Make sure to save your changes to update the system or
use the undo button if you are unsure of your changes or you do not
want to save your changes. |
