Tips for Entering Notes

Here are a few tips that will help you when you are adding notes to the system.

• To stamp today's date in the note, position the cursor and press Shift+F5. To include the time, press Ctrl+F5.

• Use text macros to make entering text easier and quicker. For example, you can create shorthand abbreviations, and then press F5 to expand them into full text. Try the pre-set macros addr or phones to expand to the related name's address or phone numbers.

• Press Shift+F6 to pull in the related name's phone number. This also works for event notes. If you add an event with a What of PHONE, the number will be added automatically, so this keystroke is handy for pasting in the phone numbers for any other type of event.

• Mark private text with 3 asterisks (***). When printing these notes later, you will be able to set the system so that any text following the asterisks is not printed.

• Drag and drop files on event or name/matter notes to paste the file path into the note text box.