IntelliTrack Check In/Out - Manual (Page 165)

Chapter 6
Initializing the System
137
Enter customized information is the user defined fields, if you are using
them. Press the <Tab> key to advance to the Memo field.
11. Enter any comments about the customer/employee in the memo field.
Press the <Tab> key to advance to the Department field.
12. Click the drop-down arrow in the Department field and select the
department that the customer/employee belongs to from the drop-down
list that appears, or enter the department in this field. (If it is a new
department, you will be prompted by a message to add it to the list of
Departments. Click Yes to add the new department to the Department
Lookup table and enter it in this field) Press the <Tab> key to advance
the Account field.
13. Click the drop-down arrow in the Account field and select the account
from the list that appears, or enter the account in this field. (If it is a
new account, you will be prompted by a message to add it to the list of
Accounts. Click Yes to add the new account to the Account Lookup
table and enter it in this field.) Press the <Tab> key to advance to the
SocSec field.
14. Enter the social security number for the employee in the SocSec field,
if desired. Press the <Tab> key to advance to the Phone field.
15. Enter the Phone number for this customer/employee in the Phone field.
Press the <Tab> key to advance to the Alt Phone field.
16. If desired, enter an alternate phone number for this employee/customer
in the Alt Phone field. Press the <Tab> key to advance to the Fax field.
17. Enter the fax number for the customer/employee in the Fax field. Press
the <Tab> key to advance to the Email field.
18. Enter the Email address for the customer/employee in the Email field.
Press the <Tab> key to advance to the Cust User3 field. This is a user
defined field. Press the <Tab> key to advance to the Cust User4 field.
Enter customized information is the user defined fields, if you are using
them.
19. When you are finished adding information for a customer/employee,
you may either click the Close button to close the form and save your
data, or click the Add button to save the data and place the form in Add
mode for adding another customer/employee.
Editing
Employee/
Customer
Information Warning: When entering data in the application, DO NOT USE special
characters or quotes with the exception of dashes, dots and spaces. Except
for dashes, dots, and spaces, if you use special characters or quotes when
entering data in the application, the database will become corrupted. For
2283.book Page 137 Thursday, July 9, 2009 11:26 AM