Profiler Help Contents

Use the mouse to choose from the list below.  Use the scroll bar to see more entries.  To learn how to use Help, press [image].

Menu Commands

File Menu Commands

Users Menu Commands

Information Menu Commands

Help Menu Commands

Tasks and Topics

Add Account Information

Add Airline Information

Add a Password

Add a Profile Information Area

Add Car Rental Information

Add Clothing Preferences

Add Contact Information

Add Hobby Information

Add Hotel Information

Add Personal Information

Add Profile Information

Add the Super User Password

Add Work Information

Change Account Information

Change Contact Information

Change the Current WinMate User

Change the Super User Password

Change the User Information

Change Your Password

Create a New User

Delete Account Information

Delete an Information Area

Delete Contact Information

Delete the Current User

Exit Profiler

Open a Specific Information Area

Print Account Information

Print Contact Information

Print Information Area

Print User Data

Protect Confidential Profile Information

Select a User

Select the Current WinMate User

Switch to Another Application


Menu Commands

This section contains information about the menus and commands in the Profiler application. You use the application's menu commands to perform specific tasks.

File Menu Commands

Users Menu Commands

Information Menu Commands

Help Menu Commands


Tasks and Topics

This section contains information about the things you can do in Profiler.

Add Account Information

Add Airline Information

Add a Password

Add a Profile Information Area

Add Car Rental Information

Add Clothing Preferences

Add Contact Information

Add Hobby Information

Add Hotel Information

Add Personal Information

Add Profile Information

Add the Super User Password

Add Work Information

Change Account Information

Change Contact Information

Change the Current WinMate User

Change the Super User Password

Change the User Information

Change Your Password

Create a New User

Delete Account Information

Delete an Information Area

Delete Contact Information

Delete the Current User

Exit Profiler

Open a Specific Information Area

Print Account Information

Print Contact Information

Print Information Area

Print User Data

Protect Confidential Profile Information

Select a User

Select the Current WinMate User

Switch to Another Application


File Menu Commands

Exit

Exits the Profiler application and returns you to the desktop.


Users Menu Commands

New User

Adds a new user to the Profiler.

Open User

Displays a dialog box so that you can change the user information. With this command, you can change the user's:

    Name

    Gender designation (Male or Female)

    Birthdate information

    Photo icon

Print User

Prints the information in the User Data dialog box for the highlighted user.

Sign On User

Selects the current WinMate user.

Set Password

Adds a password for accessing WinMate and Profiler information.

Set Super User Password

Adds the super user password you can use to access all users' protected information.

Delete User

Deletes the currently selected user from the Profiler application.

User Name

Indicates the current user. As you create new users in the Profiler application, each user's name appears on the Users Menu so that you can select it. When a user's icon is highlighted on the Profiler screen, the appropriate user name on the Users Menu is checked.


Information Menu Commands

Add  Info Area

Displays a dialog box so that you can add an information area icon to the Information Areas page.

Open Info Area

Displays a dialog box containing information for the currently selected information area icon.

Print Info Area

Prints the information in the currently highlighted information area.

Protect  Info Area

Protects confidential information in the currently selected information icon.

Delete Info Area

Deletes the currently selected information icon from Profiler's Information Areas page.

Personal

Adds your personal address and telephone information.

Contacts

Keeps a "notebook" of people you contact frequently.

Accounts

Keeps a "notebook" of account information.

Work

Adds  work information (such as business address and title).

Female Sizes/Male Sizes

Specifies clothing sizes for the current user.

Hobbies

Specifies the types of activities you enjoy as hobbies.

Other Information Areas

Opens the highlighted information area. When you add a new information area, the name appears in the Information Menu so that you can select it.


Help Menu Commands

Contents

Displays the contents for the current application's Help topics.

Keyboard

Displays information about accelerator keys that are available in this application.

Note: The Profiler application does not contain any accelerator key combinations, so there is no topic for this command.

Menu Commands

Displays Help topics about the current application's menus and commands.

Tasks and Topics

Displays Help topics about the current application's tasks and topics.

Using Help

Displays Help topics about using WinMate's online Help.

Tutorial

Accesses WinMate's Profiler Tutorial so that you can learn more about using the Profiler application.

About Profiler

Displays information about the Profiler application.


About Profiler Dialog Box

This information gives you copyright and version number information about the Profiler application. You might need to reference this information if you are talking with a customer service representative.

Choose OK to close the About Profiler dialog box.


Accounts Dialog Box

Index List Box

    Highlight the name containing the account information you want to change. (If necessary, click on the [image] or [image] icon to scroll through the list.)

Account: Field

    Type the name of the account.

Acct. # Field

    Type the account number.

Address: Field

    Type the street address or P. O. box number for the company with which you have an account.

City: Field

    Type the city for the address.

State: Field

    Type the state abbreviation for the address.

Zip: Field

    Type the zip code for the address.

Phone: Field

    Type the telephone number for the company with which you have an account.

Notes: Field

    Type any notes you want to add about this account.

Note: You can edit the information in this field by highlighting and deleting text. You can also click on the [image] or [image] icon to scroll through the Notes: field.

OK, New, Delete, and Print Buttons

    Choose OK to save any changes you have made and return to the Profiler screen.

    Choose New to create a new account entry.

    Choose Delete to delete the current account entry.

    Choose Print to print account information.


Accounts

Use the Account commands to keep current records of your accounts.

Add Account Information

Change Account Information

Delete Account Information

Print Account Information


Add Account Information

1	Double click on the Accounts icon.

The Accounts dialog box appears.

2	At the Account: prompt, type the name of the account you want to add.

3	At the Acct. # prompt, type the account number.

4	At the Address: prompt, type the street address or P. O. box number for the company with which you have an account.

5	At the City: prompt, type the city for the address.

6	At the State: prompt, type the state abbreviation for the address.

7	At the Zip: prompt, type the zip code for the address.

8	At the Phone: prompt, type the telephone number for the company with which you have an account.

9	At the Notes: field, type any notes you want to add about this account.

10	[Optional] If you want to continue to add or change any information in your accounts notebook, choose New.

11	Choose OK.

Additional Tasks:

Add a Profile Information Area

Change Account Information

Delete Account Information

Print Account Information

Protect Confidential Profile Information


Add Airline Information

1	Double click on the Airlines icon.

The Airline Preferences dialog box appears.

2	At the 1: prompt, type the name of your first choice for airline service.

3	At the 2: prompt, type the name of your second preferred airline service.

4	At the Meal: prompt, type the name of your preferred meal when traveling on an airline.

5	At the Class box, select the appropriate seating class option.

MORE

6	At the Seating box, select the appropriate seat option.

MORE

7	At the Travel Awards box, type any frequent flyer information you want to note.

8	Choose OK.

Additional Tasks:

Add  a Profile Information Area

Protect Confidential Profile Information


Set Password

The Set Password commands enables you to add and change passwords.

Add a Password

Change your Password


Add a Password

1	Click on the user you want to set a password for.

Note: You cannot assign a password to the user called Family.

2	If necessary, use the Users Menu's Sign On User command to sign on the selected user.

Note: You must sign on as the current user in order for the Set Password command to be available for use.

For more information, choose Help in the Confirm Sign-on dialog box.

3	Choose the Users Menu's Set Password command.

The Set Password dialog box appears.

4	At the Password: prompt, type the password you want to use to protect specified Profiler information.

5	At the Phone Center PIN: prompt, type a number that you want to use for your remote personal ID number or security code. You can use this number to access Message Center and Contact Manager information using the telephone.If you want to, you can type another number in this field.

Note: You can type up to three digits in this field.

6	Choose OK.

Additional Tasks:

Add the Super User Password

Change the Super User Password

Change Your Password

Protect Confidential Profile Information

Select the Current WinMate User


Set Super User Password

The Set Super User Password command enables you to add and change the super user password.

Add the Super User Password

Change the Super User Password


Add the Super User Password

1	Choose Set Super User Password from the Users Menu.

The Set Super User Password dialog box is displayed.

2	Type the password in the Password field.

3	Choose OK to add the super user password.

OR

Choose Cancel to exit the Set Super User Password dialog box without adding the password.

Additional Tasks:

Add a Password

Change Your Password

Change the Super User Password


Change the Super User Password

1	Choose Set Super User Password from the Users Menu.

The Change Super User Password dialog box is displayed.

2	Type the old password in the Old Password field.

3	Type the new password in the New Password field.

4	Choose OK to change the super user password.

OR

Choose Cancel to exit the Change Super User Password dialog box without changing the password.

Additional Tasks:

Add a Password

Change Your Password

Add the Super User Password


Add a Profile Information Area

1	Choose the Information Menu's Add Info Area command.

OR

Click on the Add Info Area icon.

The Add Information Area dialog box appears.

2	Select the title for the information area you want to add.

MORE

3	Choose Add Area.

4	If necessary, repeat Steps 2-3 until you have added all the information areas you want to add.

5	Choose Done.

Additional Tasks:

Delete an Information Area

Open a Specific Information Area

Protect Confidential Profile Information


Add Car Rental Information

1	Double click on the Auto icon.

The Auto Rental Preferences dialog box appears.

2	At the 1. prompt, type the name of your first preferred car rental service.

3	At the 2. prompt, type the name of your second preferred car rental service.

4	At the Size box, select the appropriate car size option.

MORE

5	At the Style box, select the appropriate car style option.

MORE

6	At the Travel Awards box, type any frequent flyer information you want to note.

7	Choose OK.

Additional Tasks:

Add a Profile Information Area

Protect Confidential Profile Information


Add Clothing Preferences

1	Double click on the Female Sizes or Male Sizes icon.

The Male or Female Clothing Sizes dialog box appears.

2	Add the clothing sizes that are appropriate for the current user.

Note: If you need additional help to enter the information, choose the Help button in the dialog box.

3	Choose OK.

Additional Tasks:

Add  a Profile Information Area

Protect Confidential Profile Information


Contacts

Contact commands enable you to keep a current notebook of people you contact frequently.

Add Contact Information

Change Contact Information

Delete Contact Information

Print Contact Information


Add Contact Information

1	Double click on the Contacts icon.

The Contacts dialog box appears.

2	At the First Name: prompt, type the first name for the person you want to add.

3	At the Last Name: field, type the last name for the person you want to add.

4	At the Address: prompt, type the street address or P. O. box number for the contact you want to add.

5	At the City: prompt, type the city for the address.

6	At the State: prompt, type the state abbreviation for the address.

7	At the Zip: prompt, type the zip code for the address.

8	At the Phone: prompt, type the phone number for the person you're adding.

9	At the Notes: field, type any notes you want to add about this contact.

10	[Optional] If you want to continue to add or change any information in your contacts notebook, choose New.

11	Choose OK.

Additional Tasks:

Add a Profile Information Area

Change Contact Information

Delete Contact Information

Print Contact Information

Protect Confidential Profile Information


Add Hobby Information

1	Double click on the Hobbies icon.

The Hobbies dialog box appears.

2	Check ( [image] ) the options that best describe the hobbies the current user enjoys.

MORE

3	Choose OK.

Additional Tasks:

Add  a Profile Information Area

Protect Confidential Profile Information


Add Hotel Information

1	Double click on the Hotels icon.

The Hotel Preferences dialog box appears.

2	At the 1: prompt, type the name of your first preferred hotel accommodations.

3	At the 2: prompt, type the name of your second preferred hotel accommodations.

4	If necessary, check ( [image] ) the Smoking checkbox if you want to specify smoking as the current user's preference.

MORE

5	If necessary, check ( [image] ) the First Floor checkbox if you want to specify the first floor as the current user's room preference.

MORE

6	At the Bed box, select the appropriate option.

MORE

7	At the Travel Awards box, type any frequent flyer information you want to note.

8	Choose OK.

Additional Tasks:

Add  a Profile Information Area

Protect Confidential Profile Information


Add Information Area Dialog Box

    Select the title for the information area you want to add.

If necessary, click on the [image] or [image] icon to scroll through the list, and then highlight the information area you want to select.

Add Area and Done Buttons

    Choose Add Area to add the information area you selected.

    Choose Done to exit the Add Information Area dialog box.


Add Personal Information

1	Double click on the Personal icon.

The Personal Data dialog box appears.

2	At the Home Address: prompt, type the current user's home street address.

3	At the City: prompt, type the city address information.

4	At the State: prompt, type the state address information.

5	At the Zip: prompt, type the zip code for the address.

6	At the Country: prompt, type the appropriate country for the address.

7	At the Mailing Address: prompt, type the business or other mailing address for the current user.

8	At the City: prompt, type the city mailing address information.

9	At the State: prompt, type the state mailing address information.

10	At the Zip: prompt, type the state mailing address information.

11	At the Country: prompt, type the appropriate country for the mailing address.

12	At the Home Phone: prompt, type the current user's home telephone number.

13	At the Work Phone: prompt, type the current user's work telephone number.

14	At the Social Security #: prompt, type the current user's social security number.

15	At the Drivers License: prompt, type the current user's drivers license number.

16	At the Notes: field, type any notes you want to add about the current user.

17	Choose OK.

Additional Tasks:

Add  a Profile Information Area

Protect Confidential Profile Information


Add Profile Information

Double click on the icon on the Information Areas page that represents the information you want to add.

A dialog box appears so that you can add information to the Profiler application.

For step-by-step instructions for adding specific profile information, choose the appropriate topic listed below:

Add Account Information

Add Airline Information

Add Car Rental Information

Add Clothing Preferences

Add Contact Information

Add Hobby Information

Add Hotel Information

Add Personal Information

Add Work Information


Add Work Information

1	Double click on the Work icon.

The Work Data dialog box appears.

2	At the Title: prompt, type the current user's business title.

3	At the Position: prompt, type the current user's business position.

4	At the Supervisor: prompt, type the name of the current user's supervisor.

5	At the Employee Id: prompt, type the current user's employee identification number.

6	At the Company: prompt, type the name of the company where the current user works.

7	At the Address: prompt, type the company's street address.

8	At the City: prompt, type the city address information.

9	At the State: prompt, type the state address information.

10	At the Zip: prompt, type the zip code for the company address.

11	At the Work Phone: prompt, type the work telephone number.

12	Choose OK.

Additional Tasks:

Add  a Profile Information Area

Protect Confidential Profile Information


Airline Preferences Dialog Box

1: Field

    Type the name of your first preferred airline service.

2: Field

    Type the name of your second preferred airline service.

Meal Field

    Type the name of your preferred meal when traveling on an airline.

Class Box

    Select First Class for the first class flying preference.

    Select Business Class for the business class flying preference.

    Select Coach for the coach flying preference.

Seating Box

    Select Window if you prefer a window seat.

    Select Middle if you prefer a middle seat.

    Select Aisle if you prefer an aisle seat.

Travel Awards Box

     Type any frequent flyer information you want to note.

OK and Cancel Buttons

    Choose OK to save the airline preferences you have specified.

    Choose Cancel to exit the Airline Preferences dialog box without saving any new information you have specified.


Auto Rental Preferences Dialog Box

1: Field

    Type the name of your first preferred car rental service.

2: Field

    Type the name of your second preferred car rental service.

Size Box

    Select Compact if you prefer a compact car.

    Select Midsize if you prefer a medium size car.

    Select Fullsize if you prefer a full size car.

    Select Luxury if you prefer a luxury car.

Style Box

    Select 2 Door if you prefer using a two-door car.

    Select 4 Door if you prefer using a four-door car.

    Select Sporty if you prefer using a sports car.

    Select Wagon if you prefer using a station wagon.

    Select Van if you prefer using a van.

Travel Awards Box

    Type any frequent flyer information you want to note.

OK and Cancel Buttons

    Choose OK to save the car rental preferences you have specified.

    Choose Cancel to exit the Auto Rental Preferences dialog box without saving any new information you have specified.


Change Account Information

1	Double click on the Accounts icon.

The Accounts dialog box is displayed.

2	At the Index list box, highlight the name containing the account information you want to change. (If necessary, click on the [image] or [image] icon to scroll through the list.)

3	At the Account: prompt, type the new account name.

4	At the Acct. # prompt, type the new account number.

5	At the Address: prompt, type the new street address or P. O. box number for the company with which you have an account.

6	At the City: prompt, type the new city for the address.

7	At the State: prompt, type the new state abbreviation for the address.

8	At the Zip: prompt, type the new state abbreviation for the address.

9	At the Phone: prompt, type the telephone number for the company with which you have an account.

10	At the Notes: field, type any new notes about the account.

Note: You can edit the information in this field by highlighting and deleting text. You can also click on the [image] or [image] icon to scroll through the Notes: field.

11	Choose OK.

Additional Tasks:

Add Account Information

Add a Profile Information Area

Delete Account Information

Print Account Information

Protect Confidential Profile Information


Change Contact Information

1	Double click on the Contacts icon.

The Contacts dialog box appears.

2	At the Index list box, highlight the name containing the contact information you want to change. (If necessary, click on the [image] or [image] icon to scroll through the list.)

3	At the First Name: prompt, type the new first name for the person.

4	At the Last Name: prompt, type the new last name for the person.

5	At the Address: prompt, type the new street address or P. O. box number for the contact.

6	At the City: prompt, type the new city for the address.

7	At the State: prompt, type the new state abbreviation for the address.

8	At the Zip: prompt, type the new zip code for the address.

9	At the Phone: prompt, type the new phone number for the person.

10	At the Notes: field, type any notes about the contact.

Note:  You can edit the information in this field by highlighting and deleting text. You can also click on the [image] or [image] icon to scroll through the Notes: field.

11	Choose OK.

Additional Tasks:

Add a Profile Information Area

Add Contact Information

Delete Contact Information

Print Contact Information

Protect Confidential Profile Information


Change the Current WinMate User

1	Click on the Identify icon.

The Identify dialog box appears. The current user name appears in the Current User: field.

2	Click on the photo icon for the user you want to select.

3	Choose Sign On.

The Confirm Sign-on dialog box appears. The user's full name appears in the Sign on user: field.

4	Choose OK.

The Profiler screen is redisplayed.


Change the User Information

1	Select the user for whom you want to change the information.

MORE

2	Choose the Users Menu's Open User command.

OR

Click on the Open User icon

The User Data dialog box appears.

3	At the First Name: prompt, type the current user's new first name.

4	At the Middle Name: prompt, type the current user's new middle name.

5	At the Last Name: prompt, type the current user's new last name.

6	[Optional] At the Nickname: prompt, type the current user's nickname.

7	At the Birthdate: prompt, type the current user's correct date of birth.

8	At the gender box, select the appropriate option.

9	At the Phone Center Answering box, choose the appropriate option.

MORE

10	To change the current user's photo icon, choose Face Maker.

The FaceMaker dialog box appears.

11	Choose the appropriate buttons to change the picture so that it appears the way you want it in the Face box.

MORE

12	Choose OK to return to the User Data dialog box.

13	[Optional] To choose another icon to use for the photo icon, choose Browse.

A Graphics Manager screen appears.

Note: If you do not want to select an icon from Graphics Manager, choose OK to change the user information as you have specified.

14	Select the desired icon from the list on the left side of the screen.

15	Choose the File Menu's Select command

OR

Click on the Select icon.

16	Choose OK.

Additional Tasks:

Create a New User

Select a User


Change Your Password

1	Click on the user you want to change the password for.

Note: You cannot assign a password to the user called Family.

2	If necessary, use the Users Menu's Sign On User command to sign on the selected user.

Note: You must sign on as the current user in order for the Set Password command to be available for use.

For more information, choose Help in the Confirm Sign-on dialog box.

3	Choose the Users Menu's Set Password command.

The Set Password dialog box appears.

4	At the Password: prompt; type the new password.

5	At the Phone Center PIN: prompt, there is a number that you can use for your remote personal ID number or security code. You can use this number to access information in Message Center and Contact Manager using the telephone.If you want to, you can type another number in this field.

Note: You can type up to three digits in this field.

6	Choose OK.

Additional Task:

Add a Password


Confirm Sign-on Dialog Box

    Choose OK to sign on the user that appears in the dialog box.

    Choose Cancel to exit the Confirm Sign-on dialog box without signing on the specified user.


Contacts Dialog Box

Index List Box

    Highlight the name containing the contact information you want to change. (If necessary, click on the [image] or [image] icon to scroll through the list.)

First Name: Field

    Type the first name for the person.

Last Name: Field

    Type the last name for the person.

Address: Field

    Type the street address or P. O. box number for the contact.

City: Field

    Type the city for the address.

State: Field

    Type the state abbreviation for the address.

Zip: Field

    Type the zip code for the address.

Phone: Field

    Type the phone number for the person you're adding.

Notes: Field

    Type any notes you want to add about this contact.

Note: You can edit the information in this field by highlighting and deleting text. You can also click on the [image] or [image] icon to scroll through the Notes: field.

OK, New, Delete, and Print Buttons

    Choose OK to save any changes you have made and return to the Profiler screen.

    Choose New to create a new contact entry.

    Choose Delete to delete the current contact entry.

    Choose Print to print the current contact entry.


Create a New User

1	Choose the Users Menu's New User command.

OR

Click on the New User icon.

The User Data dialog box appears.

2	At the First Name: prompt, type the new user's first name.

3	At the Middle Name: prompt, type the user's middle name.

4	At the Last Name: prompt, type the user's last name.

5	[Optional] At the Nickname: prompt, type the current user's nickname.

Note: If you do not enter a nickname, Profiler will automatically use the first name as the nickname.

6	At the Birthdate: prompt, type the user's date of birth.

7	At the gender box, select the appropriate option.

8	At the Phone Center Answering box, choose the appropriate option.

MORE

9	To design a photo icon for the new user, choose Face Maker.

The FaceMaker dialog box appears.

10	Choose the appropriate buttons to change the picture so that it appears the way you want it in the Face box.

MORE

11	Choose OK to return to the User Data dialog box.

12	[Optional] To choose another icon to use for the photo icon, choose Browse.

A Graphics Manager screen appears.

Note: If you do not want to select an icon from Graphics Manager, choose OK.

13	Select the desired icon from the list on the left side of the screen.

14	Choose the File Menu's Select command.

OR

Click on the Select icon.

15	Choose OK.

Additional Tasks:

Add a Password

Delete the Current User


Create a New User Dialog Box

    Choose Create User to display the User Data dialog box to create a new user.

    Choose Cancel to exit the Create a New User dialog box and return to the Profiler screen.


Delete Account Information

1	Double click on the Accounts icon.

The Accounts dialog box appears.

2	At the Index list box, highlight the name for the account information you want to delete.  {If necessary, click on the [image] or [image] icon to scroll through the list.)

3	Choose Delete.

The Profiler dialog box appears.

4	Choose OK to return to the Accounts dialog box.

5	Choose OK.

Additional Tasks:

Add Account Information

Add a Profile Information Area

Change Account Information

Print Account Information

Protect Confidential Profile Information


Delete an Information Area

1	Select the information area you want to delete.

2	Choose the Information Menu's Delete Info Area command.

The Profiler dialog box appears.

3	Choose OK to confirm the deletion.


Delete Contact Information

1	Double click on the Contacts icon.

The Contacts dialog box appears.

2	At the Index list box, highlight the name for the contact information you want to delete. (If necessary, click on the [image] or [image] icon to scroll through the list.)

3	Choose Delete.

The Profiler dialog box appears.

4	Choose OK to return to the Contacts dialog box.

5	Choose OK.

Additional Tasks:

Add a Profile Information Area

Add Contact Information

Change Contact Information

Print Contact Information

Protect Confidentail Profile Information


Delete the Current User

1	Choose the Users Menu's Delete User command.

The Profiler dialog box appears.

2	Choose OK to delete the selected user.

Additional Task:

Create a New User


Exit Profiler

Choose the File Menu's Exit command.

OR

Click on the Finish icon.


FaceMaker Dialog Box

Use the options in the FaceMaker dialog box to change the current user's photo icon. The picture in the Face box changes as you design the photo icon.

    Choose Skin Color to change the picture's skin color.

    Choose Hair to change the picture's hair style.

    Choose Eyes to change the picture's eye shape.

    Choose Nose to change the picture's nose.

    Choose Mouth to change the picture's mouth.

    Choose Hair Color to change the picture's hair color.

OK and Cancel Buttons

    Choose OK to save the changes to the photo icon and return to the User Data dialog box.

    Choose Cancel to exit the FaceMaker dialog box without saving any changes to the photo icon and return to the User Data dialog box.


Female Clothing Sizes Dialog Box

Dress Box

1	At the Size: prompt, type the current user's dress size.

2	Select the appropriate description for the current user's dress size.

MORE

Waist: Field

    Type the current user's waist size for pants.

Hips: Field

    Type the current user's hip size for pants.

Inseam: Field

    Type the current user's inseam length for pants.

Hat: Field

    Type the current user's hat size.

Glove: Field

    Type the current user's glove size.

Shoe Box

1	At the Shoe: prompt, type the current user's shoe size.

2	If the current user requires a 1/2 shoe size, check ( [image] ) the 1/2 Size checkbox.

3	Select the appropriate width for the current user's shoe size.

MORE

Shirt Box

    Select the appropriate t-shirt size.

MORE

Height: Field

    Type the current user's height.

Weight: Field

    Type the current user's weight.

OK and Cancel Buttons

    Choose OK to save the clothing preferences you have specified.

    Choose Cancel to exit the Female Clothing Sizes dialog box without saving any new information you have specified.


Get Password Dialog Box

Password: Field

    Type the password for the current user.

OK and Cancel Buttons

    Choose OK to sign on the current user.

Note: If an incorrect password is entered, a message box will appear telling you the password is incorrect.

    Choose Cancel to exit the Get Password dialog box without specifying a password.


Hobbies Dialog Box

Select the options that best describe the hobbies the current user enjoys.

To unselect one of these options, click on the option you want to unselect, and the [image] will be removed from the box.

OK and Cancel Buttons

    Choose OK to save the hobby information you have specified.

    Choose Cancel to exit the Hobbies dialog box without saving any new information you have specified.


Hotel Preferences Dialog Box

1: Field

    Type the name of your first choice for hotel accommodations.

2: Field

    Type the name of your second preferred hotel accommodations.

Smoking Checkbox

    If necessary, check ( [image] ) the Smoking checkbox if you want to specify smoking as the current user's preference.

When this option is unchecked, non-smoking is the current user's indicated preference.

First Floor Checkbox

    If necessary, check ( [image] ) the First Floor checkbox if you want to specify the first floor as the current user's room preference.

When this option is unchecked, first floor is not the current user's indicated preference.

Bed Box

    Select King if a king size bed is the current user's preference.

    Select Queen if a queen size bed is the current user's preference.

    Select Double if a double bed is the current user's preference.

OK and Cancel Buttons

    Choose OK to save the hotel and room preferences you have specified.

    Choose Cancel to exit the Hotel Preferences dialog box without saving any new information you have specified.


Identify Dialog Box

    Click on the photo icon for the user you want to select.

Sign On, Create User, and Cancel Buttons

    Choose Sign On to sign on the user you selected in the dialog box.

    Choose Create User to create another WinMate user.

    Choose Cancel to exit the Identify dialog box without changing the current WinMate user.


Male Clothing Sizes Dialog Box

Neck: Field

    Type the current user's neck size.

Sleeve: Field

    Type the current user's sleeve length.

Chest: Field

    Type the current user's chest size.

Waist: Field

    Type the current user's waist size.

Inseam: Field

    Type the current user's inseam length.

Hat: Field

    Type the current user's hat size.

Glove: Field

    Type the current user's glove size.

Shoe Box

1	At the Size: prompt, type the current user's shoe size.

2	If the current user requires a 1/2 shoe size, check ( [image] ) the 1/2 Size checkbox.

3	Select the appropriate width for the current user's shoe size.

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Coat Box

1	At the Size: prompt, type the current user's sport coat size.

2	Select the appropriate length for the current user's sport coat size.

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Shirt Box

    Select the appropriate t-shirt size.

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Height: Field

    Type the current user's height.

Weight: Field

    Type the current user's weight.

OK and Cancel Buttons

    Choose OK to save the clothing preferences you have specified.

    Choose Cancel to exit the Male Clothing Sizes dialog box without saving any new information you have specified.


Open a Specific Information Area

To open a specific area using the Information Areas icons:

Double click on the information area you want to open.

To open a specific information area using the Information Menu:

1	Click on the Information Menu command that represents the information area you want to open.

2	Choose the Information Menu's Open Info Area command.


Personal Data Dialog Box

Home Address: Field

    Type the current user's home street address.

City: Field

    Type the city address information.

State: Field

    Type the state address information.

Zip: Field

    Type the zip code for the address.

Country: Field

    Type the appropriate country for the address.

Mailing Address: Field

    Type the business or other mailing address for the current user.

City: Field

    Type the city mailing address information.

State: Field

    Type the state mailing address information.

Zip: Field

    Type the zip code for the mailing address.

Country: Field

    Type the appropriate country for the mailing address.

Home Phone: Field

    Type the current user's home telephone number.

Work Phone: Field

    Type the current user's work telephone number.

Social Security #: Field

    Type the current user's social security number.

Drivers License: Field

    Type the current user's drivers license number.

Notes: Field

    Type any notes you want to add about the current user.

Note: You can edit the information in this field by highlighting and deleting text. You can also click on the [image] or [image] icon to scroll through the Notes: field.

OK and Cancel Buttons

    Choose OK to save the personal information you have specified.

    Choose Cancel to exit the Personal Data dialog box without saving any new information you have specified.


Print Account Information

1	Double click on the Accounts icon.

The Accounts dialog box appears.

2	At the Index list box, highlight the name for the account information you want to print. (If necessary, click on the [image] or [image] icon to scroll through the list.)

3	Choose Print.

The Print Options dialog box appears.

4	Select the option that best describes the information you want to print.

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5	Choose OK.

Additional Tasks:

Add Account Information

Add a Profile Information Area

Change Account Information

Delete Account Information

Protect Confidential Profile Information


Print Contact Information

1	Double click on the Contacts icon.

The Contacts dialog box appears.

2	At the Index list box, highlight the name for the contact information you want to print. (If necessary, click on the [image] or [image] icon to scroll through the list.)

3	Choose Print.

The Print Options dialog box appears.

4	Select the option that best describes the information you want to print.

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5	Choose OK.

Additional Tasks:

Add a Profile Information Area

Add Contact Information

Change Contact Information

Delete Contact Information

Protect Confidential Profile Information


Print Dialog Box

Print Range Box

    Choose the All button to print all pages.

    Choose the Selection button to print the currently selected pages.

    Choose the Pages button to print selected pages, and then type the beginning and ending paenumbers in the From: and To: boxes.

Print Quality Prompt

At the Print Quality: prompt, click on the [image] icon, and then select the resolution to use for printing graphics.

Most printers cannot print at resolutions higher than 300 DPI (dots per inch).

Print to File Checkbox

Select the Print to File checkbox [image] to print the card to a file.

Copies Field

Type the number of copies that you want to print.

Collate Copies Checkbox

Select the Collate Copies checkbox [image] if you want to the printed copies of your cards to be collated.

OK, Cancel, and Setup Buttons

    Choose OK to continue with the print procedure.

    Choose Cancel to exit the Print dialog box without changing any print options.

    Choose Setup to display the Print Setup dialog box.


Print Information Area

1	Click on the information area icon whose information you want to print.

2	Choose the Information Menu's Print Info Area command.

The Print dialog box appears.

3	[Optional] To specify the Print Range:

Choose the All button to print all pages.

Choose the Selection button to print the currently selected pages.

Choose the Pages button to print selected pages, and then type the beginning and ending page numbers in the From: and To: boxes.

4	[Optional] At the Print Quality: prompt, highlight the resolution you want to use to print the information.

5	At the Copies: prompt, type the number of copies you want to print.

6	[Optional] If you want to print the information to a file, check ( [image] ) the Print to File checkbox.

7	If necessary, check ( [image] ) the Collate Copies checkbox to collate the pages as you print.

8	Choose the appropriate button.

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Additional Task:

Print User Data


Print Options Dialog Box

    Select Print this page only to print the currently displayed page.

    Select Print all pages to print all the information in your "notebook."

OK and Cancel Buttons

    Choose OK to print the information you have specified.

    Choose Cancel to exit the Print Options dialog box without printing any information.


Print Setup Dialog Box

Printer Box

    Select Default Printer to use the default printer that appears in parentheses below this option.

    Select Specific Printer to select a printer other than the default.

If you select Specific Printer, click on the [image] icon to scroll through the list of options, and highlight the printer you want to use.

Orientation Box

    Select Portrait to print the information using a vertical page format.

    Select Landscape to print the information using a horizontal page format.

Paper Box

Use the options in this box to select the desired paper size and source.

1	At the Size: box, click on the [image] icon, and then highlight a specific paper size.

2	At the Source: box, click on the [image] icon, and then highlight a specific paper source.

OK, Cancel, and Options Buttons

    Choose OK to set up your printer with the specified commands and return to the previous screen.

    Choose Cancel to exit the Print Setup dialog box without changing the printer setup.

    Choose Options to display the Options dialog box so that you can specify additional printing options.


Print User Data

1	Click on the photo icon whose information you want to print.

2	Choose the Users Menu's Print User command.

The Print dialog box appears.

3	[Optional] At the Print Quality: prompt, highlight the resolution you want to use to print the information.

4	At the Copies: prompt, type the number of copies you want to print.

5	[Optional] If you want to print the information to a file, check ( [image] ) the Print to File checkbox.

6	If necessary, check ( [image] ) the Collate Copies checkbox to collate the pages as your print.

7	Choose the appropriate button.

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Additional Task:

Print Information Area


Profiler Dialog Box

    Choose OK to delete the selected information.

    Choose Cancel to exit the Profiler dialog box without deleting any information.


Protect Confidential Profile Information

Note: You must be signed on as the current WinMate user to protect Profiler information.

1	Click on the specific information area you want to protect so that only you can change the information.

2	Choose the Information Menu's Protect Info Area command.

The icon for the information area changes so that a "safe" box appears.

Additional Task:

Change the Current WinMate User


Select a User

Choose the name of the user you want to select from the Users Menu.

OR

Click on the photo icon for the user you want to select.

Additional Tasks:

Create a New User

Select the Current WinMate User


Select the Current WinMate User

1	Click on the photo icon for the user you want to select.

2	Choose the Users Menu's Sign On User command.

The Confirm Sign-on dialog box appears.

3	Choose the appropriate button.

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Additional Task:

Select a User


Set Password Dialog Box

Password: Field

    Type the password you want to use to protect specified Profiler information.

Phone Center Field

    Type the number you want to use for your remote security code. You then have access to information in Message Center and Contact Manager using the telephone.

Note: You can type up to three digits in this field.

OK and Cancel Buttons

    Choose OK to set the password as you have specified.

    Choose Cancel to exit the Set Password dialog box without changing the password.


Switch to Another Application

Use this feature to switch to another application without closing the current application.

1	Click on the Pause icon.

A list of applications that are currently running appears.

2	Choose the application you want to open.

Note: If the application you want to run does not appear on the list, choose the desktop from the list, and run the desired application.


User Data Dialog Box

First Name: Field

    Type the user's first name.

Middle Name: Field

    Type the user's middle name.

Last Name: Field

    Type the user's last name.

Nickname: Field

    [Optional] Type the user's nickname.

Note: If you do not enter a nickname, Profiler will automatically use the first name as the nickname.

Birthdate: Field

    Type the user's date of birth.

Gender Option

    Select Male if the user is male.

    Select Female if the user is female.

Phone Center Answering Box

    Select Take messages for this user to have Phone Center take messages for this user.

    Select Do not take messages for this user to disable Phone Center's ability to take messages for this user.

OK, Cancel, Face Maker, and Browse Buttons

    Choose OK to save the user information you have specified.

    Choose Cancel to exit the User Data dialog box without saving any new information you have specified.

     Choose Face Maker to display the FaceMaker dialog box so that you can change the photo icon.

    Choose Browse to choose another icon to use for the photo icon.


WinMate Users Dialog Box

Users List Box

    Highlight the user you want to select. (If necessary, click on the [image] or [image] icon to scroll through the list. Then, highlight the desired user.)

OK and Cancel Buttons

    Choose OK to select the user you have specified.

    Choose Cancel to exit the WinMate Users dialog box without selecting a user.


Work Data Dialog Box

Title: Field

    Type the  current user's business title.

Position: Field

    Type the current user's business position.

Supervisor: Field

    Type the name of the current user's supervisor.

Employee Id: Field

    Type the current user's employee identification number.

Company: Field

    Type the name of the company where the current user works.

Address: Field

    Type the company's street address.

City: Field

    Type the company's city address information.

State: Field

    Type the company's state address information.

Zip: Field

    Type the zip code for the company address.

Work Phone: Field

    Type the current user's work telephone number.

OK and Cancel Buttons

    Choose OK to save the work information you have specified.

    Choose Cancel to exit the Work Data dialog box without saving any new information you have specified.


Keyboard Short Cut Keys

There are no accelerator key combinations available in the Profiler application.


Encapsulated PostScript (EPS) Files

EPS files allow you to print a file at the highest possible resolution for your printer. These files can also print faster than other graphic files. Some Windows and Non-Windows graphic applications can import these EPS files. See your program's documentation to determine whether this feature is supported.


  Accounts Icon

Double click on the Accounts icon to specify account information for the current user.


  Add Info Area Icon

Click on the Add Info Area icon to add an information area to the Profiler screen.


 Airlines Icon

Double click on the Airlines icon to display the current user's airline travel preferences.


 Auto Icon

Double click on the Auto icon to display the current user's rental car preferences.


 Contacts Icon

Double click on the Contacts icon to specify contact information for the current user.


 Female Sizes Icon

Double click on the Female Sizes icon to display the current user's clothing sizes and preferences.


 Finish Icon

Click on the Finish icon to exit the Profiler application and return to the desktop.


 Hobbies Icon

Double click on the Hobbies icon to display the current user's hobby information.


 Hotels Icon

Double click on the Hotels icon to display the current user's travel preferences.


  Identify Icon

Click on the Identify icon to change the current WinMate user.


  Male Sizes Icon

Double click on the Male Sizes icon to display the current user's clothing sizes and preferences.


 New User Icon

Click on the New User icon to create a new user.


  Open Info Area Icon

Click on the Open Info Area Icon to open the currently selected information area.


  Open User Icon

Click on the Open User icon to change the current user information.


  Pause Icon

Click on the Pause icon to switch to another application without closing the current application.


 Personal Icon

Double click on the Personal icon to display the current user's personal information.


  Select Icon

Click on the Select icon to select the desired picture and return to the previous dialog box.


 Work Icon

Double click on the Work icon to display the current user's business information.


    Select Take messages for this user to set up the current user in Phone Center so that messages can be taken for this specific user.

    Select Do not take messages for this user to set up the current user so that Phone Center will not take messages for this specific user.

Note: Phone Center can take messages for up to nine people.


Choose the desired user from the Users Menu.

OR

Click on the photo icon for the user you want to select.


    Select Compact if you prefer a compact car.

    Select Midsize if you prefer a medium size car.

    Select Fullsize if you prefer a full size car.

    Select Luxury if you prefer a luxury car.


    Choose OK to print the information.

    Choose Cancel to exit the Print dialog box without printing any information.

    Choose Setup to display the Print Setup dialog box to change your printer setup.


    Select 2 Door if you prefer using a two-door car.

    Select 4 Door if you prefer using a four-door car.

    Select Sporty if you prefer using a sports car.

    Select Wagon if you prefer using a station wagon.

    Select Van if you prefer using a van.


    Choose OK to make the font substitution and return to the Advanced Options dialog box.

    Choose Cancel to return to the Advanced Options dialog box without making any font substitutions.

    Choose Default to use a default table.

Note: If you choose Default, you will be asked to confirm the installation of the default fonts.


    Select First Class for the first class flying preference.

    Select Business Class for the business class flying preference.

    Select Coach for the coach flying preference.


    Select Window if you prefer a window seat.

    Select Middle if you prefer a middle seat.

    Select Aisle if you prefer an aisle seat.


If necessary, click on the [image] or [image] icon to scroll through the list, and then highlight the appropriate option.


    Select Narrow if the current user requires a narrow shoe width.

    Select Medium if the current user requires a medium shoe width.

    Select Wide if the current user requires a wide shoe width.


    Select Short if the current user requires a short sport coat size.

    Select Regular if the current user requires a regular sport coat size.

    Select Long if the current user requires a long sport coat size.


    Select Small if the current user requires a small t-shirt size.

    Select Medium if the current user requires a medium t-shirt size.

    Select Large if the current user requires a large t-shirt size.

    Select X-Large if the current user requires an extra large t-shirt size.


To unselect one of these options, click on the option you want to unselect. The [image] will be removed from the box.


When the Smoking option is unchecked, non-smoking is the current user's indicated preference.


When the First Floor option is unchecked, first floor is not the current user's indicated preference.


    Select King if a king size bed is the current user's preference.

    Select Queen if a queen size bed is the current user's preference.

    Select Double if a double size bed is the current user's preference.


    Choose Skin Color to change the picture's skin color.

    Choose Hair to change the picture's hair style.

    Choose Eyes to change the picture's eye shape.

    Choose Nose to change the picture's nose.

    Choose Mouth to change the picture's mouth.

    Choose Hair Color to change the picture's hair color.


    Select Petite if the current user wears petite dress sizes.

    Select Regular if the current user wears regular dress sizes.

    Select Tall if the current user wears tall dress sizes.


    Choose OK to sign on the user that appears in the dialog box.

    Choose Cancel to exit the Confirm Sign-on dialog box without signing on the specified user.


    Select Print this page only to print the currently displayed page.

    Select Print all pages to print all the information in your "notebook."