Contact is an example of a single record form. All forms show the form name in the upper left corner.
The colored area at the top of the form matches the Main menu. Use the colored area to find records and
the gray area to change information in the record.
When the Contact form opens, the cursor is on the Find box so you can use a barcode scanner to enter the
ContactID of a record you want to find.
In the lower left, above your Start button, is status bar text that says: |
Find in | ContactID | LastName, FirstName | HomePhone | CellPhone | WorkPhone | Street | City | Zip | Comment | SEL |. Use the pipe symbol (vertical | bar) to separate multiple fields or mark the start or end of a field and reduce false hits. Find for |SEL| to see records where the Sel checkbox is checked. The record counter in the lower left of the form shows how many records you have found. Click the Find box to clear it and find all records again. The Contact combo lets you pick a specific contact. You can use the < Prev and > Next buttons in the upper right corner of the form, or use the PageDown and PageUp keys to navigate through the recordset. SelAll sets the Sel checkbox in all records in the found recordset to true. Clear x SelRecs sets them to false.
These features are additive so you could find for Dallas, SelAll, find for Fort Worth, SelAll and repeat the process Arlington, Garland, Irving, Plano, Carrollton, Denton, Frisco, Grand Prairie, McKinney, Mesquite and Richardson to find the larger cities in the DFW metroplex. Similarly, you could find |Smith|, Clear x Sel Recs, find |Jones|, Clear x Sel Recs and exclude all whose last name was either Smith or Jones. If you don't mind also clearing 2013 BlackSmith Way, you could omit the pipe symbol delimiters. By entering keywords in the Comment field, you can quickly select marketing groups for your business. You can use the complex selections to create reports, export data, delete or edit records. You can't change ContactID, the auto number primary key, so it is grayed out. HomePhone has an input mask to show the phone number correctly and consistently. The blue Group label for the Group combo opens the Combo form so you can add or edit new values. When you pull down the combo box, the changes to the Combo table appear. By typing in the field, you can move to the first value in the combo that begins with the string you typed. If you enter an exclamation point ! in the Comment field, it is highlighted yellow. This helps the user remember to ask a question while the customer is available. The Del button can be reserved for users with Super user access or not. If there are related tables, Del would delete those related records as well. It is easy to add a bulk delete feature to delete all Sel records or to add a password to restrict deletes from all but a few users. If there were related records beneath Contact, such as Invoices for example, you would see a blue link that says Invoice if there were no related records or 6 Invoices if there were related records. Click the Invoice link or Alt-I to see the invoices for this contact. If if a form is related to a parent form and that form isn't open, the New button will be disabled.