As with any tutorial – it is always recommended to read through the tutorial first, and then perform the steps of the tutorial.
In this tutorial, we will go through the steps to add a new contact using the existing field selections and into the default <All Contacts> group.
| 1. | Open Addressinator! by double-clicking on the Addressinator! icon on your desktop if not already opened |
| 2. | From the menu bar, select Contact -> New |
| 3. | Automatically the contact will show as “new contact” with today's date and time |
HINT: There are two ways to enter and/or edit the name
| • | Click on the Name.. button which pops open the name related fields |
| • | Place your mouse in the Name field and start typing |
| 4. | Click on the Name.. button to open up the different fields for a contacts name in a separate window |
Name is entered in a separate “pop-up” screen so that the fields do not take up a lot of room in the view of the completed contact.
| 5. | Drop down the first field and select the title selection of the title for a person |
HINT: You can also start typing and if already entered, the list will "jump" to the first instance of what you have typed so far
HINT: To add additional titles just type them in – they will automatically save and be able to be selected for the next time you create a new contact
| 6. | Enter in first name of the contact, the middle name if applicable, and the last name, and select or type in a suffix (such as Jr, PHD, etc) |
| 7. | Click on the OK button when finished |
| 8. | Click on the Address button which opens up a different window to enter in the different fields that make up an address |
HINT: There are two ways to enter the address
| • | Click on the Address.. button which pops open the address related fields |
| • | Or place your mouse in the address field and type one key (will highlight the first field Address1) |
| 9. | Click on the Address.. button to open up the different fields for a contacts address in a separate window |
The Address is entered in a separate “pop-up” screen so that the fields do not take up a lot of room in the view of the completed contact.
| 10. | Enter in the street address, (box if applicable) city, state and postal into the stated fields and select OK when finished. |
NOTE: You are not required to enter any field in other than the last name of the contact - but for the sake of this tutorial, do enter
HINT: If a City, State, Zip Code or Country is not yet entered, once you have typed it in at least once and saved the record, the next time you add a new contact, you can easily select it from the list without having to retype it in.
HINT Instead of using the mouse to click into each field to begin typing, you can use the TAB button on your keyboard to tab to each field.
HINT If you begin typing in the first few letters of the country, the selection will bring up the match instead of having to use the arrow key
HINT: if you make a mistake and do not want to retype back in all the information, click on the X in the upper right hand corner of the Address sub-screen which will bring it back to what the address details were before
| 11. | Enter in a company name |
| 12. | Enter in the information as labeled by the different fields if applicable: work phone, home phone, cell number, fax, extension, email address, website, etc |
HINT: If the email address is entered , when you click on the “Email” link it will open up your default email program and insert this email address into the TO: box so you can immediately begin your email message
HINT: if the web address is entered here, when you click on the Website hyperlink it will open up your default web browser (i.e. Internet Explorer or Netscape) to automatically bring you to the website
HINT: The Memo field can be used to enter in additional information about the contact. For example, you might want to include in here the text from a draft letter you are working on
| 13. | There is no Save button because every time you move from a field, the contact record is automatically saved. |
| a. | This means that if your station shuts down accidentally or you lose your network connection to the Addressinator! database, you won't lose any information you have already entered. |
HINT Addressinator! saves each field entry as you type, so if you close Addressinator!, what was entered is saved automatically without have to click on a save button.
HINT: As Addressinator! saves each entered field immediately without having to click on a save button, if you make a mistake – you will need to edit that field.
NOTE: If you click on New to make a new contact, but decide you do not want to – it will make the client “New Contact”. You will need to delete if you do not want it, or can edit the fields as needed to make it a new contact. This is to protect the user from loosing data if connection is lost or power outage etc so that anything entered gets saved to the database immediately. It may seem redundant but in the event something happens, than you do not lose any data you have so far entered into a contact
In this tutorial, we went through the steps to create a new contact in Addressinator!