There are 17 general tabs available to you on this screen. They take the form of buttons and are aligned in three rows across the top portion of the screen.

 

The names shown on the tabs are those associated with the tabset that is shown in the list box at the top of the screen and with the user name shown above the list box. The names on these tabs vary depending on how you name them.

 

If you are using more than one tabset, you change to another tabset by selecting one from the list box.

 

If a general tab is active, it will respond to a mouse click and display all of the data that is currently stored in the database under that tab.

 

When you click on one of the 17 general tabs, all of the records currently stored for the user, tabset and tab that you selected are listed. If there are more records than can be displayed on the screen, a scroll bar on the right permits you to scroll down through all of the records.

 

A description of the type of data stored under the selected tab is displayed at the bottom left of the screen if you chose to enter a description for the selected tab.

 

Space on the screen limits how much of the data associated with any particular record can be displayed, but you can view all of the data associated with any specific record by clicking the ‘View all data for this record' button that is within that record on the right hand side of the screen. A screen will open and display all of the data currently stored with the selected record.

 

You cannot alter data on this screen. If you wish to edit (add, change or delete) information in any of the available data fields, you first select (set the check box within the record on the left hand side of the screen to ‘On’) the record you want to edit and then click the left-most button at the bottom of the screen. This will open a screen that permits you to change your data for the selected record.

 

You add a new record to the database by clicking the second button at the bottom of the screen. This will open a screen that permits you to add data into the available data fields.

 

You can also delete a complete record by first selecting it, and then clicking the third of the five buttons near the bottom of the screen. Once you delete a record, the data is lost and cannot be recovered.

 

You can make a copy of, move or create a duplicate of any of the records displayed by first selecting it and then clicking the fourth button near the bottom of the screen. This will open a screen that will permit you to specify whether you want to copy, move or duplicate the selected record and where (which user, tabset and tab) you want to move, copy or duplicate it to.

 

Finally, if you wish to work with all of your general records rather than just the ones available under the current tab, you can click the rightmost button. This will open a screen that displays all of your general records. The records on this screen can be sorted, searched, filtered to create sub-sets, edited, copied, moved and/or deleted. You can also add new records. You can edit, copy, move or delete more than one record at a time on this screen also.

 

Note that if the column headings on this screen are not to your liking, or not appropriately descriptive for the information that you are storing under the active tab, you can change these headings to more appropriate phrasing by using the tab control features available under the ‘Personal’ tab. These column headings, or data field names can also be changed by using the edit features when working with all records.

 

You can use the check box found within the column headers to either show or hide the data in the field beside it. This column is normally used for passwords but can be used for anything that might be private (i.e. combination lock numbers).

 

The number that displays (if you entered one) within a record on the left hand side of the screen is a sequence number that you can use to order the way the records appear on the screen. You can enter any number you wish so that a record appears where you want it to relative to other records on this screen.

 

 

The records on this screen can be searched to see if they contain a specific phrase; they can be sorted into a variety of sequences; and they can be filtered to show specific subsets of the data. These options are controlled by right-clicking in an applicable data field and then selecting the appropriate option. More advanced searching, filtering and sorting options are available when you work with all records.

 

See the 'Introduction to Storing and Editing Data in the RecordsKeeper' for specific instructions on the use of these options.

 

 

 

If you are entering data for several items that are similar, you may find it easier to copy an existing record and then edit it to make any changes required to make it a unique record.

 

If you find that some records under the ‘Sample’ user are similar to what you require, you can change user and sign in as the ‘Sample’ user, then copy the records you need from there to your own tabsets for modification. Note that you cannot move a ‘Sample’ user’s record, you can only copy it.

 

There are other tips and techniques available to you with the help information provided with the ‘Add’ and ‘Edit’ screens.