The Phone Master has an easy to use search feature. You can search for a name several ways.
A. Change the column the system shows in the selection box
B. Select names that have a check box checked
C. Search for text.
Each of these methods is described below.
* Specifying Which Column To Sort On *
If you enter environment setup (choose OPTIONS and ENVIRONMENT) you may select which data field you would like to use for loading the names into the selection box (the selection box is the box in the right hand corner used to select names with). When you first install Phone Master the selection boxes loads the last name of each person. You may change this to ANY field.
**** Using Check Boxes *****
On the bottom of the form there are six check boxes. You may give these boxes any labels you would like. For example if you are in the tech support field you may want to label each box with a product. That way when a client calls you will know which product he or she needs support on. Or if you are in sales you can assign each client a different rating. Say "Cold Call", "Prospect", "Hot" and "Client". Or if you are simply using The Phone Manager as a phone organizer you may label each box as you would on a phone memo. For Example: "Need To Call", "Reminder" etc...
The power of the organizer comes into play when you use the search capability in conjunction with the check boxes. If you click on the search button you will be given the choice to either search for text (explained below) or search the check boxes. Select the check box control and you will see the name for each of the check boxes. If you select one of the names and choose "search" the system will reload the selection box with ONLY the names which you have checked. You may also specify to print a standard report on each name matched by clicking on PRINT MATCHES.
Important Note: The check box marked "HOST" when you first use The Phone Master (far right box) has a special feature. If you check on this box you are telling the phone master that it will be dialing a modem. If you choose to dial the phone and this box is checked, the Phone Master will bring up a communication package for you to communicate with.
*** Finding an occurrence of text *****
When you click on search you many enter the text you would like to search for. The system will find the first occurrence of the word you supplied and load the name which contains it.
