Data Entry

Interface and Data Files

To add a record:

- If it is a ‘major’ record (like a Project, Company or Staff), click "New" on the gray menu bar at the top left of your screen.  If it is a ‘minor’ record (like a Contact or expense report line item) click on the little “+” symbol which is usually in the upper right corner of the section where the new record is desired.

To delete a record:

- If it is a ‘major’ record (like a Project, Company or Staff), click "Delete" on the gray menu bar at the top left of your screen.  If it is a ‘minor’ record (like a Contact or expense report line item) click on the "trashcan” symbol which is usually at the end of a record’s row.  It is highly recommended that a backup is made prior to deleting because using these buttons is irreversible.

To enter data in a record:

- Click in a field and type your data.

- Select the data from a value list if the field is formatted to display values with a pop-up list, pop-up menu, check boxes, or radio buttons.

To move to a field:

- Click in the field where you want to enter data.

- Press Tab to move to the next field in the tab order.

- Press Shift+Tab to move to the previous field in the tab order.

Data Files Only

To move to a record:

- Press Command-Tab on the Mac OS or Ctrl+Down Arrow on Windows to move to the next record, or click on the lower page of the book icon in the upper left corner.

- Press Command-Shift-Tab on the Mac OS or Ctrl+Up Arrow on Windows to move to the previous record, or click on the upper page of the book icon in the upper left corner.

To add and delete a record:

- To add a new record, choose New Record from the Mode menu.

- To duplicate a record, go to the record you want to duplicate and choose Duplicate Record from the Mode menu.

- To delete the current record, choose Delete Record from the Mode menu. It is highly recommended that a backup is made prior to deleting because deleting is irreversible.

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