Best Practice Mini-Courses

Contacts Module

1. How to Change the order of all Contact records
   • Order field

2. Basic overview of available Views
   • Form
   • Spreadsheet
   • Document (Artist Biography)

3. What are Types and Categories
   • What designates a Type
   • What designates a Category
   • Edit Type and Category lists (and all other drop-down lists) using File>Edit Related Files

4. What are User Fields for and How to Edit the Captions
   • Set in Administrative Options

5. How to Format Address Labels for different Countries
   • Edit Country/Region format in File>Edit Related Files

6. What the Statistics Tab is used for
   • Overview of sections
     • Work History
     • Work Movement
     • Payments Received
     • Outstanding Works
     • Payments Made
     • Collection
   • How Balances is used
   • What is the purpose of the Net Terms

7. Adding Contact Records
   • Adding Primary Contacts
   • Adding Secondary Contacts
   • Editing Primary/Secondary Contact and Address Description
   • Avoiding duplicate names in Contact List

8. Making Data Sets for Reports and Printing the Mailing List
   • Creating and Saving View Sets
   • Creating and Saving Worksheets
   • Difference between View Sets and Worksheets

9. Running Reports
   • Labels
   • Contacts Reference List
   • Full Page Detail
   • List View Reports
   • Letters, Fax Sheet, and Envelopes

10. Exporting Data

11. Using the Outlook Email Option

12. Review and Answering Questions

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