The Advanced method described below uses the same data format as our contacts program, ShareCon, and thus gives you much more flexibility.The Simple method (previous topic) is quick to use, but limited in terms of using the contact information for other purposes.
The Advanced method:
PI can directly use WaverlyStreet's "ShareCon" name & address program data. This allows much more flexibility, since ShareCon is a "full featured" contacts application. To use ShareCon format data, make sure the box is checked on the configuration form:
When using ShareCon data, entering customer & ship-to addresses is handled a bit differently. On the main form, the address save buttons are replaced with ShareCon icons:
To add a new address, click the ShareCon button when the company name field is blank. To select a saved address, drop down the company name box and select. To edit an existing address, select it, then click the ShareCon button. This will bring up a * simplified ShareCon contact edit form:
Most of the fields should be self-explanatory. The ones which might not be are as follows:
Records are classified with one of four "types" - "Public, Individual", "Public, Organization", "Private, Individual", and "Private, Organization". Select one of the four radio buttons to set this. The public / private distinction specifies whether the record is for general distribution, or just for your own use. Public and Private are displayed in different colors on screen. The individual / organization distinction controls how the record will be displayed on screen (by the person's name, or the organization name).
The Keyword fields enable you to further classify records into quick-display groups. Each record may have up to three keywords. When you are first starting out, type keywords into the boxes. You only need to type them once, though, because as you add more records the keywords will be available for selection in the drop-down list.
A real time-saver on the new record screen is the Scratch Pad (click on "Description" to toggle it on and off). The Scratch pad is a convenient spot to temporally paste a chunk of text from another program, and then cut and paste pieces of it into the ShareCon record fields. For example, suppose you get an email from someone, and wish to record a ShareCon record for them; use the mouse to copy the information from the email message, then paste it in the Scratch Pad. Now you can cut the name(s), organization name, email address, etc. from the pad to the correct fields, without having to switch back and forth from ShareCon to the email client. The contents of the Scratch Pad are erased when the new record screen is closed.
* In the full version of ShareCon, many more options are available. Both ShareCon and Proposal/Invoice can be used to add / edit records; ShareCon can do much more with the data including phone dialing, keeping notes, creating lists, etc., etc.
Note that you do not need to have the full version of ShareCon in order to use ShareCon format data in Proposal/Invoice.