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All Records |
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This displays all the company records available in the database. |
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Use Selection |
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Select a record by clicking on it once and select 'Use Selection' and the current selection of records will be reduced to the record you selected.
Then select 'All Records' again to bring up all the records again.
Select a group of records by clicking on the first record once then press the 'Shift' key and click once on the last record. All the records between the first and last one
clicked on will be selected. To remove a record from this selection hold down the 'Ctrl' key and click once on a record. You can continue to remove records from the selection
by repeating this procedure. Now choose Use Selection and the current selection of records will be reduced this selected group. |
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Omit Selection |
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Select a record or a group of records using 'Ctrl' click or 'Shift' click and select 'Omit Selection' and the selection of records will be removed from
the current selection of records.
If you do not select any records and select the 'Omit Selection' option you will be asked if you wish to show all records in the database omitting the current selection. This
is handy when you wish to see the remainder of records in the database. |
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Delete Selection... |
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This will display a dialog which will allow you to delete the records you have selected by 'Shift' or 'Ctrl' clicking. |
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You can delete the record displayed by clicking 'Delete Record' or you can click on 'Next Record' to cycle through the selected records in the order they have been
saved on disk to choose those you wish to delete. If you wish to delete the remainder of records click 'Delete Selection' and the rest of the records will be deleted or click
'Done' if you have finished deleted records. |
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Sort Records... |
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Will display the following dialog. Choose the field you wish to sort by and the direction you wish to sort by and click 'Sort'.
Choose 'Sort Editor' to do a more advanced sort. Details on using the 'Sort Editor' are contained in the PrintQuote Pro Manual. |
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Search Client Records... |
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Will display the following dialog choose the fields you wish to search by. This search automatically searches for records with the field beginning with your criteria.
If you wish to search for a record that contains your criteria start the field with an '@' symbol.
For example if you wish to find a word in a field that contains 'able' you would use '@able'.
If there are any status of type categories they will appear in the 'Status' popup menus.
Keywords created when you save a quote will appear in the 'Keyword' popup and can be used to find quotes that have particular words in the 'Job Description' field, or records
that have had particular keywords applied to them.
If you click on 'Search Editor' you will presented with a sophisticated sort editor where you can input multiple criteria to search by. |
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Search Client Records... |
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Will display the following dialog choose the fields you wish to search by. This search automatically searches for records with the field beginning with your
criteria. If you wish to search for a record that contains your criteria start the field with an '@' symbol.
For example if you wish to find a word in a field that contains 'able' you would use '@able'.
If there are any status of type categories they will appear in the 'Status' popup menus.
Keywords created when you save a quote will appear in the 'Keyword' popup and can be used to find quotes that have particular words in the 'Job Description' field, or records
that have had particular keywords applied to them.
If you click on 'Search Editor' you will presented with a sophisticated sort editor where you can input multiple criteria to search by.
Clients can be search according to the status of quotes whether they are, 'Converted' or 'Not Converted' to Jobs. Cleints can also be search by the Salesperson's name who arranged
the Job with them, or by a Quote keyword or by words within the Quote description and a particular date range. |
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Add Record... |
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Displays the input layout of either the Client or Quote record to depending on which file you are accessing. See the section 'Let's
get started with a print job...' for details on how to create a quote record. |
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Create Label Addresses |
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This item only applies to client records. When you choose 'Create Label Addresses' the recipients name and address are concatenated into contiguous text for use
with the label editor or for emailing. This command will construct the label addresses for the current selection of records.
There is also an option to set up the address lines specifically for emailing which keeps the address lines close together for your emails. |
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If you are sending out HTML or emails then you want the line breaks in the 'PO Address' to be '<BR>' tags. However if you are sending our mail merge letters
or faxes you will need to use a 'Return' for line breaks. If you use returns in the 'PO Address' when you are emailing the lines will be replaced with '<p>' and '</p>' tags in the email, rather than '<br>' and '</br>'
tags which are preferable as there is less space between the adjacent lines. |
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Update Status |
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This item enables you to update the 'Status' of a number of quotes simultaneously without having to open each quote and modify it independently. You can choose and
existing status or modify or add a new status to apply to the selection of quotes. |
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Back to Manual Home Page
1. Program Features...
2. Let's get started
with a print quote...
3.
The converted print job...
4. Now a finishing job...
5. The File Menu...
6. The Selection Menu...
7. PrintQuote Pro's
contextual Help system...
Back to PrintQuote Pro Home Page
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