Description:
- This tutorial will guide a user through the steps to maintain a Contacts list. Contacts provides for all the generally necessary information for any and all contacts of any type. A contact an be assigned with a particular "Contact Type" to facilitate custom report design.
- Contact Information Collected:
- Contact Tab
- Name, Address, City, State, Postal Code, Country
- Telephone, Mobile and Fax Phone Numbers
- Balance - monetary value, dollars and cents
- EMail Address - with quick access to the eMail Wizard
- Website Link - with hot link, double "left mouse" click to open site in default browser
- Login ID, Login Password - hidden for data privacy
- Security Level
- Notes Tab
- Notes - provides and unlimited content space for text, and image media
Instructions:
Starting with Step 1 assumes that DEX Copilot has not been started. If DEX is already running then you can begin with Step 7.
- Step 1 - Locate the DEX Copilot application logo on the taskbar
- Step 2 - Hover over the application DEX icon image - Click to start DEX Copilot
- Step 3 - Enter Personal Secret PIN (IP PIN) panel appears - Enter PERSONAL SECRET PIN
- Step 4 - Click Green Check to continue
- Step 5 - The " DEX Copilot - Licensed To <your name/company> " will appear briefly
- Step 6 - DEX Copilot starts and opens to the main application menu panel.
Start here if DEX is already running
- Step 7- Click Contacts
- Step 8 - Contacts browse list appears
- Step 9 - Click Insert - to Add a New Contact
- Step 10 - The Update Contact form will appear
- Enter Contact information on the form. Note: Name is required
- Drop-down list fields facilitate the entry of values that can be reused
- Buttons in order left to right: [Erase] - [Search] - [+Add]
- These fields are also enabled for auto-fill when characters are entered values will appear in the drop-list
- Step 11 - Click the Notes Tab
- The Notes field supports full-featured WYSIWYG (What you see is what you get) functionality. Text and image content can all be contained in this field.
- Use Windows standard mouse features for "Copy-n-Paste" or keyboard entry using [Crtl+C]-Copy & [Crll-V]-Paste, functions to place text, images' or both in this field.
- A comprehensive tool bar is also enabled at the top of the notes fields to facilitate advanced users.
- The "Update Contact" form is resizable so grabbing any edge of the form with the left mouse button and stretching will enable the resizing feature.
- Step 11 - Click OK - Saves Notes