Quick Start Guide:

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Getting Started

It's a good idea to read through the Frequently Asked Questions and Overview (under the Help menu) when you get a chance. Press F1 from any screen to bring up specific help for that screen.

Addresses

The Address Listings screen is displayed automatically when you start the program.

To Add Names and Addresses:

1. Click Add (bottom left).
2. Enter Name (tip: If you would like Mr., Ms., etc. to be on your address labels, enter them here before the first name).
3. Enter Type (tip: Use this to group similar entries together, family, friends or business). Select Multiple Types from the list box to assign an entry to more than one Address Type. To add additional types, select Address Types from the Tools Menu.
4. Enter Address, phone, etc.
5. Enter Imp Date (tip: use this to enter an important date such as an anniversary).
6. Enter Notes (tip: use this for misc. info, for example, best time to call, driving directions).
7. Enter List By
• For Families and Individuals - Enter the last name you want the entry to be sorted by.
• For Businesses - Enter the business name or leave blank. When blank, the entry is sorted by the first letter in the name field.
8. Click OK to save your entry.

To Add Individuals to an Entry:

1. Once you've added an address, you have the option to add information about individuals at that address. For example, add a child's name or a specific contact at a business.
2. Click Add (bottom right).
3. Enter Name, phone, etc.
4. Enter Birth date.
5. Enter Notes for the individual.
6. Click OK to save your entry.

Reports

1. Select from any of the 5 reports in the Reports Menu to view and print reports on your name and address entries.

Labels & Envelopes

1. Select Labels and Envelopes from the Reports Menu to select the addresses you want to print.
2. Click Print Labels or Print Envelopes (lower right).
3. Click Label Type or Envelope Type to change the label or envelope used. Click OK.
4. Select Print from the File Menu to print addresses.

Import Names & Addresses

1. Select Import Names and Addresses from the Tool Menu.
2. Select type to Import Data From (comma delimited, other Address Manager, etc). Enter your import file name and click Import.

Technical Support

1. Press F1 on any screen to view detailed help or select Help from the menu.
2. Go to our Technical Support area to find answers or open a problem using our online Help Desk.