Address Entry in Contactulator

Your business centers around your contacts, as does the main tasks you will perform in Contactulator. There are many ways to select and search for data about each contact.

Searching and Selecting

Contactulator allows you to perform powerful searches to select or find your contacts. Type part of the name you are searching for, in the Name Like box, and press Find Now, and you will find all the names that are similar to what you typed.

You can also filter the results by choosing categories, subcategories, and details using the pull down boxes. You can either type in the name you want, or if you start from the left, choose from the predefined categories you have entered.

More Advanced Searching

You can also perform much more powerful searches by typing in more complicated expressions. Some of the fields you can use are can be entered by pushing the ... button to the right of this field. After selecting the item, it will be inserted at the current cursor position in the Matching box.

Alternatively, you can use the Quick Find... button to find records quickly.

Creating New Contacts

To create a new contact, simply press the insert key on the list of contacts, and a new one will be created.

Alternatively, you can also press the menu key or Shift+F10on your keyboard, or right click the list, and choose the insert option.

Deleting Contacts

To delete a contact you can press the delete key while the contact is selected in the list. The highlighted contact will be deleted.

Address Entry

Just enter all of the details about the client. You can also Drag and Drop responses from contact forms directly onto the contacts page.

If you press the Ring... buttons beside the phone number fields, your computer will use the installed dialler software on your PC to dial the phone number.

Pressing the Visit... button will open your default web browser, and jump to the website listed.

Finally, pressing the Send... button will open your default email program and address an email to the selected contact.

The selected checkbox represents the checked state of the field selected at the top of the screen, usually Email Merge, Tickle or Mail Merge.

Products and Category Entry

You can also manage categories of products in a similar way to managing addresses. Once a contact is selected, just click in the list of details, and press insert key. If you define a new category, the system will ask if you want to create a new category, or use an existing one.

You can also delete products by pressing the delete button.

To edit the product, double click the entry.