Tutorials Enterprise Version 1
Contents
1. NP CRON PTR MEM EE MM E A TR 17 TUTORIAL A8 CUSTOMISED REPORTS ve tted ee oen pues 19 JS LINTRODUC TON essei 19 2 19 Report A EN BU SEI REPON mc M 20 Repor EE TT ONES RE 20 TUTORIAL A9 USING THE EXPORT TO WORD OPTIONS 21 AO T INTRODUCTION peo deiner pale oseb daten docct AN uU ia uade a A eds 2l AU PROGBBURE esito id tuu TED See Rear nee MI M DLL DU MIEL UR P LC ES 2l 1989 2015 PineSoft 2009 2015 FinDonlT 2 Enterprise Version Tutorials Introduction These Tutorials show how to use the PineSoft Professional Training database to tackle many of the essential tasks such as adding company amp student records using report options creating a sample letter and performing a mail shot The tutorials do not indicate every single key stroke to be used however all the main steps are indicated with additional notes highlighting important procedures It is assumed that you are familiar with the Getting Started section pages 6 13 of the User Manual which explains how to navigate through the application using mouse or keyboard Regular references are made2. Perth Usertitle3 Usertitle4 Usertitle5 Usertitle6 Website Userlaook1 Location TAY SIDE Userlook Employer PRIVATE Userlook3 TOMS CONTACTS Letter e Userlook4 Reply Userlook5 Interview Details Correspor Alasdair Brown Job Tithe Title Tel Training Manager Alasdair g 46 676522 10148 875428 Click save button a to save the record 2nd record As the company address for the second record is the same as the first use the Find drop down list to E display the above record then use the Copy button located in the Form Header Section 4 2 of User Manual to copy the new record then modify the company code amp other fields as required 1989 2015 PineSoft 2009 2015 FinDonlT 5 Enterprise Version Tutorials Code CORM ACKPERSONNEL Cormack Engineering Viewlands Industrial Estate Perth PHS 6NT Company Address Contact Details Further Information Contact Job Title Title Tel Fax Mobile Email Mrs Joy Barclay Personnel Manager Barclay 0145 876427 0148 876428 JBarclavicormack ca uk Click the save button a to save the record 3rd record Code DOLANVIDEO Usertitle 2 Usertitles Usertitle4 Usertitle5 Usertitle6 Userlook1 Userlook Userlook3 Userlook4 Userlook5 Intervie
3. up 9 Clipboard Basic Text Names Include Options Proofing E To Jbarday Cormack co uk Abrown Cormack co uk Dscott Dolanvideo co uk Send Account Bcc Subject Professional Training Opportunities Attached Company pdf 309 Hi Just settling into my new job at the university and am Interested to find out whether your company may have suitable placement opportunities for our students attach a pdf document which lists the relevant details for companies interested in collaborating with us Please do not hesitate to contact me if you require further information or would like to discuss the issue Kind regards Tom 4 You will have the option to maintain an automatic log of the emails sent in the Correspondence Log fields of the relevant Company records This gives a permanent record of all emails sent When prompted click OK to update the correspondence log E 5 Use the button the bottom of the page to refresh the filtered records and check the correspondence log has been updated for all 3 company records 1989 2015 PineSoft 2009 2015 FinDonlT 12 Enterprise Version Tutorials Tutorial 5 Adding New Student Records A5 1 Introduction We will assume that we have two late student arrivals who wish to join the first year of the Post graduate Diploma in Information Technology course We need to add their details to the PineSoft dat
4. PHall Cormack co uk Address Mr T Goodfellow Placement in Management Information Division Once the details are complete close the Add new placement record pop up and then use the Find drop down list to locate and display the Company record for DOLANVIDEO Enterprise Version Tutorials 5 When prompted choose to remove the student from the Placement Required list to indicate that further placements are not required at this time 6 Click on the Add new placement record button 2 7 Enter placement details for the second student Gary James as shown below 2nd record Student Code JAMES GARY The Studname Course Session Year amp Placement fields are entered automatically once the student is selected via the lookup table Job Reference DOL 12 1 1 The Job Title company address etc is automatically inserted once the job vacancy is selected via the lookup table Start 30 11 2012 Finish Salary 14500 oupervisor details Student details Name Mr John Baker Address Job Title Graphics Manager Title John Tel 0167 556777 Email JBaker Dolanvideo co uk Visiting Tutor Mr T Goodfellow oummary Placement in Graphic Design department Job Details E Close the Add new placement record form and then click on the Close Window button e to leave the company form and return to the Main Menu To check that the placement details have been correctly entered use the Main Menu Company
5. D obe s Ee 10 5 PRINTING LABEL OR ENVELOPE FOR SELECTED COMPANIEG s csecescceccecceccccecceecctccuccescscescescenccsscescscesceecs 10 TUTORIAL 4 USING THE GROUP EMAIL OPTIONS 11 AN IMINTRODDCTION sarana ta deas ASSASINS IA AGS daa tsm CLE CREE 11 IG hen wep MI MC ROS MI d rer Seer etn M MC MEM Veer ees FORTE Unt MIL LEM LE ere 11 A4 3 FILTERING RECORDS TO INCLUDE THEN CREATING EMAIL ccccccecceccecccceccecceccsceccscecescescscsseecescscesessescesceees 11 TUTORIAL A5 ADDING NEW STUDENT 13 P SM gg OIEIS GIESSEN m 13 dc dtd aS atten sat 13 TUTORIAL ENTERING JOB 5 15 Utd Bd 6 8 1 C er STENTS REN M Toe 15 ee tne odeur Lu o E Mos 15 TUTORIAL A7 ENTERING PLACEMENT 17 REC oy UCR ON acest crepes ee te tao rtr 17
6. amp otudent Examine Edit options to browse through the updated company amp student records The above placement details will be present in the appropriate placement Pop up forms At any future time you can easily use the Main Menu Placements option or the Display Edit placement details pop up in company or student forms to re load required student placement details in order to update correct the text in the visiting tutor supervisor supervisor title start finish salary and comment fields Why not try this and enter a finish date or some extra comments for the above two students To delete complete placement records use the Main Menu Placements button to display the Placement Options dialog box and choose the Examine Edit Current Placements option Click the delete button a to remove the displayed placement record 1989 2015 PineSoft 2009 2015 FinDonlT 18 Enterprise Version Tutorials Tutorial Customised Reports A8 1 Introduction Tom has been designated as Project Co ordinator and he has decided that as most student details are already available within the PineSoft Database he will use it for administrative assistance To keep in contact with students and to make sure that he maintains adequate records of instructions or information given to students he has decided to use the Mail option this will ensure that he may send letters to any students at their home or term address or even c o their company sup
7. press Enter TUTOR Mr T Goodfellow cd to end the Edit session amp return to the Setup Submenu 3 Follow the same steps as described in 2 but this time use the Setup Vis Tutor button to enter Edit mode for Visiting Tutors and enter Mr T Goodfellow as a Visiting Tutor 4 Click the Setup Company Lookup button to display the company Lookup Optionc3 form Then Click on to enable Edit Mode Click directly to the right of the Add New Record button X and add a new optionc3 code Optionc3 TOMS CONTACTS NOTE This field will automatically convert your text to uppercase indicated by an underline in the input box Click the Close button to end the Edit session amp return to the Setup Submenu Click on the Close button to close the Setup Submenu amp return to the Main Menu 1989 2015 PineSoft 2009 2015 FinDonlT 4 Enterprise Version Tutorials 5 With Main Menu displayed click on the Company button in the Examine Edit Data column to enter the company records form As illustrated in Section 7 1 20 of the User Manual Click on the Enable Edit Mode button located in the PineSoft toolbar at the top left of the screen and add the company details shown below Use the Drop down lists to enter the location employer amp key fields 1st record Code CORMACKTRAINING Company Cormack Engineering Passport Address View lands Industrial Estate Usertitle
8. to Sections of the User Manual which should act as a reference source when working through these tutorials this avoids unnecessary duplication of text and illustrations in this tutorial text Another valuable reference source is available in the on line context sensitive help within the application This help is activated by pressing the F1 key or clicking the Help button in the Add Ins Tab If you are not familiar with Windows help files you will find extensive on line help available in How to Use Help in the Help Menu once the help file is activated All tutorial examples are based on the Demonstration Version of the application which is supplied complete with dummy data The only difference between the demo and full versions is that report output will include headers for the University of Abertay Dundee School of Computing amp Advanced Technologies It is recommended that new users of the package gain experience with the demo version to get a good feel for the application before using the full version Tip When you qo start to use the full version use the Setup Options to define your required location codes nationalities staff names etc Start using the report amp mail options at an early stage to confirm that you have entered the first few company and student records correctly this should build your confidence If you have any initial queries please contact PineSoft at an early stage please don t type in a thous
9. to copy the new record then modify the student code amp other fields as required Note use Ctrl BackSpace to quickly delete a complete word in a field Student Code JAMES GARY Surname fname James Gary Mail Gary James Mail tithe Dear ary Year Course compr Enrolment Year Student ID Ref 20118453 Web Access FULL Study Mode FULL TIME lal Placement Required 4 Tutor MrT Goodfellow Student Placed Nationality BRTISH Health amp Safety Briefed Letter Ed Health amp Safety Pack Userlook1 mm Studflag1 Userlook2 Studflag2 Userlook3 sd we I Studflag3 Userlookd Ea Studflag4 Userlook5 A studflag5 Registered Disabled K Work Permit Required 120118453 tay ac uk Gjames23 ao0l com MALE SINGLE unas Click the save button a to save the record Term E Home ls Use the Close Window button to exit Edit and return to Main Menu 1989 2015 PineSoft 2009 2015 FinDonlT 14 Addresses 23 Perth Road Dundee Tayside IDBTST M Tel 01382 444123 23 Perth Road Dundee Tayside 006 TST Tel 01352 444123 Enterprise Version Tutorials Tutorial Entering Job Details A6 1 Introduction In this tutorial we will enter details of two Job Vacancies A6 2 Objective You
10. 2009 2015 FinDonlT 20 Enterprise Version Tutorials Tutorial A9 Using Export to Word Options A9 1 Introduction Tom would like to have greater control over font attributes plus the ability to insert PineSoft database fields at any point of a letter A9 2 Procedure The export facilities within the Main Menu Mail List options make it easy to export PineSoft data to a file in ASCII Delimited txt or Excel format xlsx suitable for use with the Microsoft Word Merge Options or other Word Processor 1 With the Main Menu displayed click on the Export List button in the Report Mail Output column to open the Choose Required Export Option dialog box Highlight the Export Company data for Word Merge and Group Email row and click on OK to display the Choose Individual or Option Codes dialog box illustrated in Section 8 1 2 of the User Manual 2 Click on the Select individual records radio button and then OK to display the Multi select List form illustrated in Section 8 1 2 of the User Manual 3 Use the Multi select List explained in Section 8 1 2 of the User Manual to highlight the records with codes AT amp TDUNDEE amp CONOCOABERDEEN Hold down the Ctrl Key to highlight more than one row With these two records highlighted click on the Export txt button to display an information message read this and then click on OK to display the Export to Word Mail Merge File form Type the file name merge comp txt in t
11. 5 Enterprise Version Tutorials 5 Once the details are complete close the Jobs pop up and then use the Find drop down list to locate and display the Company record for DOLANVIDEO 6 Click on the Display Edit Company Jobs button 7 Click on the Enable Edit Mode button in the Jobs pop up form 8 Enter details for the second job shown below 2nd record f JOBS B oo d lloa SE NEN Job Reference IDOL 21 Job Tithe IIT Assistant Show online Company DOLANVIDEO Location TAYSIDE Prorata 11 Vacancies 2 Date Posted 07 06 2012 Unpaid Job FULL TIME Pending v Web Page Views Application uirements Online CV AppForm Letter Closing Date Start Date Finish Date Salary Target Duration 9 2012 foson it 4 14 500 00 Job Classification Criteria Computing and Information Technolgy Job Type Graphic Designer JobFlag1 JobFlag2 JobFlag3 JobFlag4 JobFlag5 JobFlag6 Job Summary Placement in Graphic Design Department Job Details Once the details are complete close the Jobs pop up and then click on the Close Window button e to leave the company form and return to the Main Menu At any future time you can easily use the Jobs Main Menu option or the pop up in Company forms to re load details in order to update correct the data 1989 2015 PineSoft 2009 2015 FinDonlT 16 Enterprise Version Tutorials Tutorial A7 Entering Pla
12. PineSoft Professional Training Database Access Enterprise Edition FinDenyy PineSoft Tutorials Version 1e Copyright 1989 2015 PineSoft 2009 2015 FinDonlT All rights reserved CONTENTS IN PRO DUG THON err G 3 TUTORIAL A1 USING SETUP 8 ENTERING NEW COMPANY RECORDS 4 PT MTR WIC WON a resp uu DEL S ELI Mo 4 os te E M M MEE UL E M Mu I E M D EE MM MD EA 4 TUTORIAL A2 USING REPORT OPTIONS FOR COMPANY 7 LIONE WB Jf encore ev MM MCN P M M D MM M M 7 PDD OBIE CUVEE RR DRE 7 Report 1 List companies amp codes for 3 new company Report 2 List company address for 2 selected company records eene nnne eese nnne nes 8 TUTORIAL A3 CREATING A COMPANY LETTER amp PRINTING A MAIL SHOT 9 JA SU INTRODUCTION en Rad eausa uenis de Aust hrs T 9 OBIECTEVE oe eet entities deut ad EL i dM d e A cR M Le Le open esed E 9 AS AC REE TING NON Vy ae es Ma um MM ceca tard uM M A E dp dd M E eL Ll aided 9 A34 MAI SHOT LETTER TO SELECTED COMPANIES one eee LAU
13. abase A5 2 Objective You will learn how to add new student records to the Main Student Database using the Student Examine Edit Option User Manual Section 7 2 To be consistent with the supplied demo data we will take the session to be 2011 2012 i e session 2012 in database You will use the copy button to speed up data entry by copying repetitive field entries 1 With the Main Menu displayed click on the Students button in the Examine Edit Data column to display the student records form 2 Click on the Enable Edit Mode button a located in the PineSoft toolbar and add the student details shown below Note for the correct operation of the Mail amp Report options it is essential that you provide entries for the top 8 fields student code surname fname mail name title year placement number session and course code To ensure the integrity of your data these are required values so you won t be allowed to save a student record if any of the 8 fields are empty Start by entering ADAMS GRANT in the Code field then press TAB or ENTER Use the Drop down lists to enter the course code personal tutor nationality Gender and Marital Status Check the required placement field this makes the student available for placements 1st record Student Code ADAMS GRANT Student ID Ref 20118567 Web Access FULL iurname fname Adams Grant Study Mode FULL TIME Placement Required
14. and or more records before calling to discuss matters 1989 2015 PineSoft 2009 2015 FinDonlT 3 Enterprise Version Tutorials Tutorial Using Setup amp Entering New Company Records A1 1 Introduction Tom Goodfellow is a new member of staff at the University He has a number of personal company contacts listed later and is particularly interested in the Professional Training option in degree programmes Tom is to be allocated personal tutees and will also visit students on placement A1 2 Objective You will learn how to use the Setup Submenu Options User Manual Section 5 to add Tom s name to the list of tutors and visiting tutors You will also define a new company option code TOMS CONTACTS to make it easy to identify amp select Tom s new company records Finally you will add the new company records to the Main Company Database using the Company Examine Edit Option User Manual Section 7 1 1 Load the PineSoft Professional Training Database Enterprise Demonstration Version 1 if you have not already done so by double clicking the PineSoft icon in the PineSoft Windows Group User Manual section 3 With the Main Menu displayed click the Setup button to enter the Setup Submenu displayed in oection 5 of the User Manual 2 Click the Setup Tutor button to display the tutors form Then Click on a to enable Edit Mode Click directly to the right of the Add New Record button X and add the tutor s name then
15. cement Details A7 1 Introduction When entering details of student placements in the PineSoft database you use the Placements Add Pop up form available in the main company database A7 2 Objective You will learn how to use the Add new placement record Pop up Option in Company forms User Manual Section 7 4 to enter details for two new placements 1 With the Main Menu displayed click on the Company Examine Edit button and use the Find drop down list to locate and display the Company record for CORMACKTRAINING Click on the Add new placement record button and unlock the pop up Enter the details shown below for the 15 record to assign Grant Adams to Job Ref COR 11 1 at Cormack Engineering Use the Drop down lists to enter the required values for Student Code Job Reference and Visiting Tutor Ist record 1989 2015 PineSoft 2009 2015 FinDonlT 17 Student Code Job Reference Start Name Job Title Title Tel Email Visiting Tutor Summary Job Details ADAMS_GRANT The Studname Course Session Year amp Placement fields are entered automatically once the student is selected via the lookup table COR 12 1 The Job Title company address etc is automatically inserted once the job vacancy is selected via the lookup table 20 11 2012 Finish Salary 15000 oupervisor details otudent details Dr Peter Hall MIS Manager Peter 0148 876311
16. ervisor when on placement He would also like to be able to produce a class list of students amp their project supervisors and a student proforma listing students amp their project supervisors in order to record assessment marks As there is no mention of project supervisors in the PineSoft database and he doesn t want to enter project supervisors as personal tutors he is not sure how to proceed How would you tackle this problem See below for details A8 2 Procedure Creating and printing letters was discussed in Tutorial A3 You will learn how to use the Setup Submenu options User Manual Section 5 to change the first student custom prompt usertitle1 to Project sup You will then use the Student Examine Edit option to enter some project supervisor names for Computing students and finally produce Class List and Proforma reports 1 With the Main Menu displayed click on the Setup button to enter the Setup Submenu 2 Click on the Setup Prompts button to enter Edit mode for company amp student prompts Change the first student custom prompt field from usertitle1 to Project sup 3 Click on the Close Window button e to return to the Setup Submenu 4 Click on the Close Window ge button to return to the Main Menu 5 With the Main Menu displayed click on the Students button to enter the Student form 6 Click on the PineSoft Filter by Form button and select student records with Course matching COMP 7 Y
17. he File Name box then click on Open to export the PineSoft data an information message is displayed when complete read this then click on Open NOTE We recommend the use of merge comp txt merge stud txt and merge placement txt as file names for the export of company student and placement PineSoft data Many users prefer to export to Excel files which can also be used as the data source in mail merge documents with the added advantage that you can view the exported data directly in Excel All Word Reports are then based on the appropriate merge file txt or xIsx which can easily be updated by overwriting the existing file to refresh the PineSoft data This completes the preparation for Mail Merge within PineSoft To create your mail merge document you would exit the PineSoft application load Microsoft Word or other Word Processor and use the Mail Merge option found under the Mailings tab in Microsoft Word to create a Word Document based on the PineSoft data source See the on line help Word User Manual or contact PineSoft if you require any assistance in using the powerful Mail Merge options Also check out the Learning Centre on our website at www pinesoft findonit com learning php for video demonstrations and pdf documents NOTE Dont forget that once you have created your Mail Merge document it is very easy to use it again and again for different sets of PineSoft data simply use the PineSoft Export options and choose t
18. ill learn how to use the Group Email Options to send details to selected companies A4 3 Filtering Records to include then creating Email 1 With the Main Menu displayed click on the Company button in the Examine Edit Data column to display the Company Edit form displayed in Section 7 1 19 of the User Manual 2 Click on the PineSoft Filter by Form button and select company records matching TOMS CONTACTS as shown below Ce PineSoft Company Records Code Company EE Usertitle1 address ee Usertitle2 Click on the button to apply the filter The number of matching records will be displayed at the bottom of the form as shown below 3 Click on the button in the Company Form Header to launch your Email Client then compose amp attach documents as shown below before sending your email NOTE For the purposes of the tutorial it is not necessary to send the email 1989 2015 PineSoft 2009 2015 FinDonlT 11 Enterprise Version Tutorials n NS c SSS N ldd 930s Professional Training Opportunities Message HTML IET 2 Message Insert Options Format Text 4 z E fla x m Py cneou ae ee Be 0 n9 a o Y o T Paste B Z U ab Address Check Attach Attach Business Calendar Signature Follow Spelling J Book Names File Item
19. irectly onto DL envelopes 1 With the Main Menu displayed click on the Mail List button in the Report Mail Output column to open the Choose Required Mail Option dialog box Click on the Envelope Tab then highlight the Envelope Company Contact report and click on OK to display the Choose Individual or Option Codes dialog box illustrated in Section 8 1 2 of the User Manual Click on the Select individual records radio button and then OK to display the Multi select List form illustrated in Section 8 1 2 of the User Manual Use the Multi select List explained in Section 8 1 2 of the User Manual to highlight the records with codes CORMACKTRAINING amp DOLANVIDEO Click on Preview to produce a Preview of the report on screen A typical Preview screen is shown in Section 8 1 2 of the User Manual x l l Cancel Click on the Close Print Preview button to cancel the report pre viewer then click to return to the Main Menu 1989 2015 PineSoft 2009 2015 FinDonlT 10 Enterprise Version Tutorials Tutorial A4 Using Group Email Options A4 1 Introduction Tom would like to inform his two personal company contacts Alasdair amp Dave of his move to Dundee and at the same time send them some literature about the Combined Studies Degree Programme at the University To do this we will use the Group Email option Available in the Form header of company student and placement Main Forms A4 2 Objective You w
20. l 6 Click on the _ button to close the Selection Criteria form and return to the Main Menu Report 2 Proforma Report 1 2 6 With the Main Menu displayed click on the Report List button in the Report Mail Output column to open the Choose Required Report dialog box illustrated in Section 8 1 2 of the User Manual Select the Student report tab then highlight the Report Proforma4 Student Customs1 field and click on OK to display the Choose Individual or Option Codes dialog box illustrated in Section 8 1 2 of the User Manual Click on the Use selection codes radio button and then OK to display the Selection Criteria form illustrated in Section 8 1 2 of the User Manual Click the Course code COMP to highlight it and then the Preview button to display the required Report Click on the Close Print Preview button to cancel the report pre viewer and return to the Selection Criteria Form Cancel Click on the button to close the Selection Criteria form and return to the Main Menu Note As an alternative to using the first custom field to define Project Supervisors you could use one of the options fields which have associated look up tables you would then need to add the names of All project supervisors to the student options codes and use the drop down lists to enter valid supervisor names Check the on line Help for the latest report options 1989 2015 PineSoft
21. nterprise Version Tutorials Tutorial Creating a Company Letter amp Printing shot A3 1 Introduction So we have added Tom s three new company records to the database and used the report options to produce two reports Tom would like to inform his two personal company contacts Alasdair amp Dave of his move to Dundee and at the same time send them some literature about the Combined otudies Degree Programme at the University To do this we will use the Letters Examine Edit option User Manual Section 7 5 and the Mail List option User Manual Section 8 2 A3 2 Objective You will learn how to use the Mail Options to create a new letter and print a mail shot to two selected companies A3 3 Creating a new letter 1 With the Main Menu displayed click on the Letters button in the Examine Edit Data column to enter the Letter records form As illustrated in Section 7 6 1 of the User Manual 2 Click on the Enable Edit Mode button located in the PineSoft toolbar NOTE To format the main letter content highlight the relevant section and hover to reveal the Arial 10 mI formatting toolbar 7 Code TOMCONTACT 15SEP15 Ref 1 Header 1 Ref 2 Header 2 Tel 01382 308606 Date 15 September 2015 Header3 Email tg tay ac uk Dear Title inserted COMBINED STUDIES PROFESSIONAL TRAINING This is just a short no
22. o overwrite the existing merge file merge comp txt merge comp xlsx etc to update the document with new data See the last report in the appendix of the PineSoft User Manual for an example of a report created using the above techniques O 1989 2015 PineSoft 2009 2015 FinDonlT 21 Enterprise Version Tutorials
23. ou will now be at the first of eleven COMP student record Observe that you now have a prompt Project sup in the Personal Details area however the field is empty To test the report options you will need to supply some dummy data Unlock the Company record move your cursor to the proj sup field and enter any name e g Dr John Smith Repeat this procedure to enter some test project supervisor names for all COMP records 8 Click on the Close Window button e to return to the Main Menu 1989 2015 PineSoft 2009 2015 FinDonlT 19 Enterprise Version Tutorials Report 1 Class List Report 1 2 5 With the Main Menu displayed click on the Report List button in the Report Mail Output column to open the Choose Required Report dialog box illustrated in Section 8 1 2 of the User Manual Select the Student report tab then highlight the Report Student Class List Customs1 field and click on OK to display the Choose Individual or Option Codes dialog box illustrated in Section 8 1 2 of the User Manual Click on the Use selection codes radio button and then OK to display the Selection Criteria form illustrated in Section 8 1 2 of the User Manual Click the Course code COMP to highlight it and then the Preview button to display the required Report Click on the Close Print Preview button to cancel the report pre viewer and return to the Selection Criteria Form Cance
24. ser Manual 2 Highlight the Report Company List of Companies Company Codes and click on OK to display the Choose Individual or Option Codes dialog box illustrated in Section 8 1 2 of the User Manual 2 Click on the Use selection codes radio button and then OK to display the Selection Criteria form illustrated in Section 8 1 2 of the User Manual 3 Click the Userlook3 field TOMS CONTACTS to highlight it and then the Preview button to display the Report with the three new records with matching Userlook3 Optionc3 field values A typical Preview screen is shown in Section 8 1 2 of the User Manual 4 Click on Ft Preview then click on the icon 99 to export the pdf report you can keep the default name compcode pdf and file folder location documents or choose your own name and location Please save the pdf document for use in a later tutorial by selecting Publish when prompted 5 Click on the Close Print Preview button in the tool bar to cancel the report pre viewer and return to the Selection Criteria Form Cancel 6 Click on the Cancel button to close the Selection Criteria form and return to the Main Menu Don t forget to obtain on line context sensitive help at any time press the F1 key or click the help button 1989 2015 2009 2015 FinDonlT 7 Enterprise Version Tutorials Report 2 List company address for 2 selected company records 1 2 6 With
25. te to inform you of my recent move to the University of Abertay Dundee enclose a leaflet which gives details of our new Combined Studies Scheme which believe may be of interest to you would like to extend an invitation to you to visit the University to discuss possible collaborative ventures and or possible placement opportunities Kind Regards Yours sincerely Mr Tom Goodfellow Click the save button a to save the record Use the Close Window button to exit Edit and return to Main Menu 1989 2015 PineSoft 2009 2015 FinDonlT 9 Enterprise Version Tutorials A3 4 shot letter to selected companies 1 With the Main Menu displayed click the Mail List button in the Report Mail Output column to open the Choose Required Mail Option dialog box Highlight the Letter Company Contact report and click on OK to display the Letter Dialog Box Highlight the letter with code TOMCONTACT 15SEP15 and click on OK to display the Choose Individual or Option Codes dialog box illustrated in Section 8 1 2 of the User Manual Click on the Select individual records radio button and then OK to display the Multi select List form illustrated in Section 8 1 2 of the User Manual Use the Multi select List explained in Section 8 1 2 of the User Manual to highlight the records with codes CORMACKTRAINING amp DOLANVIDEO Hold down the Ctrl Key to highlight more than one row With
26. the Main Menu displayed click on the Report List button in the Report Mail Output column to open the Choose Required Report dialog box illustrated in Section 8 1 2 of the User Manual Highlight the Report Company Address etc 2 per and click on OK to display the Choose Individual or Option Codes dialog box illustrated in Section 8 1 2 of the User Manual Click on the Select individual records radio button and then OK to display the Multi select List form illustrated in Section 8 1 2 of the User Manual Use the Multi select List explained in Section 8 1 2 of the User Manual to highlight the records with codes CORMACKTRAINING DOLANVIDEO Hold down the Ctrl Key to highlight more than one row With these two records highlighted click on Preview to produce a Preview of the report on screen A typical Preview screen is shown in Section 8 1 2 of the User Manual Click on FT Preview then click on the icon a to export the pdf report you can keep the default name compaddress pdf and file folder location documents or choose your own name and location Please save the pdf document for use in a later tutorial Click on the Close Print Preview button to cancel the report pre viewer and return to the Select Company Records Form Cancel 7 Click on the _ button to close the Selection Criteria form and return to the Main Menu 1989 2015 PineSoft 2009 2015 FinDonlT 8 E
27. these two records highlighted click on Preview to produce a Preview of the report on screen A typical Preview screen is shown in Section 8 1 2 of the User Manual Click on the Close Print Preview button to cancel the report pre viewer Click OK in the Confirm Letter Update Option dialog box to automatically update the correspondence log for the two selected records leave the default entry for the correspondence log text then click OK confirmation message is then displayed click OK to return to the Select Company Records form E Confirm Letter Update Option DS 0 Please enter text for the Correspondence Log leave the default entry Cancel Correpondence Log Text 125 15 Company Letter 155 15 Cancel Click on the Cancel button to close the Selection Criteria form and return to the Main Menu Click on the Company button in the Examine Edit Data column to enter the company records form Use the Find drop down list to display the CORMACKTRAINING 8 DOLANVIDEO records and check the correspondence log has been updated Correspondence Log 48 characters 155 15 Company Letter TOMCONTACT 1S5SEP15 5 Printing a Label or Envelope for selected companies Having produced our two letters we now use the Company Label or Company Envelope options to finish the task With just two letters it is convenient to print d
28. v Mail Name Grant Adams Tutor MrTGoodfelow Student Placed Mail title Dear Grant Nationality BRITISH Health amp Safety Briefed Year Letter E Health amp Safety Pack Placement No Userlook1 Studflag1 Session 2012 Userlook2 d Studflag2 Course COMP mm Userlook3 A Studflag3 Enrolment Year 2011 Userlook4 rm Studflag4 Graduation Year Userlook5 Studflag5 Addresses Special Circumstances Registered Disabled Term gt Riverside Hostel Driving Licence Mi Work Permit Required Riverside Drive University email 20118557 tay ac uk Dundee Personal email amp damGrant17 aol com RE IDDB38 315 Moble J 24 Gender Tet 286712 Marital Status SINGLE wl Date of Birth 08011993 4 5 Rosemount Gardens Usertitle Blairgowrie Usertitles Perthshire UCAS Points 350 Tel g 224 522345 wl Click the save button a to save the record 1989 2015 PineSoft 2009 2015 FinDonlT 13 Enterprise Version Tutorials 2nd record As some of the fields in the second record are the same as the first use the Find drop down list to display the above record then use the Copy button located in the Form Header
29. w Details Corresp Click on the Enable Edit Mode button a and add the 34 company details shown below Company Dolan Video Consultants Passport Address 35 Aberdeen Road Usertitle2 Forfar Usertitle5 Angus Usertitle4 Usertitle5 Usertitle6 Correspo Contact David Scott Job Title Financial Manager Title David Tel 0167 556789 Fax 0167 556790 Mobile Email DScottimDolanVideo co uk Click the save button a to save the record To return to the Main Menu when required click on the Close Window button ge if prompted there is no need to save clipboard data 1989 2015 PineSoft 2009 2015 FinDonlT 6 Enterprise Version Tutorials Tutorial A2 Using Report Options for Company Records A2 1 Introduction We will use the three new company records created in Tutorial 1 to illustrate two alternative and easy to use methods for selecting particular records to include in report output A2 2 Objective You will learn how to use the Report List Options User Manual Section 8 1 to list details relating to the new company records created in Tutorial 1 selected via the company optionc3 code or by selecting records at random Report 1 List companies amp codes for 3 new company records 1 With the Main Menu displayed click on the Report List button in the Report Mail Output column to open the Choose Required Report dialog box illustrated in Section 8 1 2 of the U
30. will learn how to use the Jobs Pop up Option in Company forms User Manual Section 7 3 to enter job details for two vacancies 1 _ With the Main Menu displayed click on the Company Examine Edit button and use the Find drop down list to locate and display the Company record for CORMACKTRAINING 2 Click on the Display Edit Company Jobs pop up button aj 3 Click on the Enable Edit Mode button the Jobs pop up form 4 Enter the details shown below for the 1 record to define a job at Cormack Engineering You must enter a unique Job Reference the company code location default Job Title etc are then entered automatically when you leave the Job Reference field 1st record Ka JOBS Job Reference CORA 21 Job Title T Support Student Show online Company CORMACKTRAINING Location TAYSIDE Prorata 11 Vacancies 2 gt Date Posted 07 06 2012 it Unpaid Job FULL TIME Pending w Web Page Views Application Requirements Online CV AppForm Letter Closing Date Start Date Finish Date Salary Target Duration Iv 07 09 2012 9 05 112012 Hl 38 15 000 00 55 Job Classification Criteria Job Sector Computing and Information Technolgy Job Type Information Technology Support JobFlag2 JobFlags JobFlag4 Job Summary Placement in Management Information Division Job Details Memo region for full job details Record H 1 of 1 1989 2015 PineSoft 2009 2015 FinDonlT 1
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