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Contact management (Cardex)
The
Select one of the fields and click the Cardex icon on the toolbar.
3
The
You can add a new record or open the Cardex database.
Click Add New.
4
The
populated in the fields.
Select a category for the record and add any additional information.
5
Click Save & Close to save the record.
6
Data import and export
Use the import and export functions to import and export the following types of data to and
from your Cardex database:
•
•
•
452
Prepared By
section in the
Cardex Database
dialog box is displayed.
Cardex Record
dialog box is displayed with the information from the form
For information about Cardex categories, refer to
page 444.
Microsoft Outlook® contacts
Another Cardex database
A comma delimited file
If the file type that you want to import is not one of the three supported
formats, convert your source file to a comma delimited file.
Recording
screen is used in the following example:
Related information
Creating
Attention
categories, on
Calyx Software
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