Entering Data Into The Database - Calyx Point 7 User Manual

After you are finished adding and editing options, click OK.
3

Entering data into the database

To create a new record in the database:
Select Utilities > Cardex Database to open the
1
all records
Click New.
2
The
Complete the
3
The e-mail and web site addresses become links that you can use to launch an e-mail
or the web site from this dialog box.
Complete the address and telephone number fields.
4
Enter any comments about the contact or company in the
5
Point User Guide
For more information about creating Cardex categories, see Knowledge
Base article #0106 Creating Cardex categories and entering
) dialog box.
Cardex Record dialog box is displayed.
,
Full Name Job Title
In some cases where names fields are used in Point, separate fields are
provided for each part of the name (first, last, middle, suffix). Therefore,
if you enter the name as one unit in the
Name button to open the
box to check that each part of the name was entered as a separate entity.
Related information
Cardex Database (Browsing for
, , , and
Company Email
Important
Full Name
field, click the Full
Check Full Name
dialog box. Use this dialog
Entering data into the database
records.
fields.
Website
field.
Notes
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