User guide

Main screen Record List Table

EDITING A RECORD

You can open a record for editing in one of the following ways:

§ Double-click on a record, or

§ Double – click on one of the record fields in the fields display section, or

§ Right-click on a record and select Edit from the contextual menu, or

§ Select a record and then click the Edit Record button in the button bar, or

§ Select a record and then select Edit Record from the main menu.

§ The record will open in edit mode, in which you can edit the record fields, images,

notes and categories. This is the same window as the window in which you scan a

new card. For information on modifying records data, please see Adding a new

record, page 26.

ADDING A NEW RECORD

To add a new record, you can use one of the following options:

§ Click the New button, or

§ Right-click on a record and select New from the contextual menu, or

§ Select New Record from the main menu.

§ Click on the Scan/Browse/Swipe button (N/A in auto detection mode). The

scanning window will open. Adjust settings as required, and click the Scan button.

For detailed instructions on how to perform a scan, see Adding a new record, page

26.

Auto detect

Alternatively, if the auto detect option is enabled, insert a card into the scanner. The

scanning process will proceed automatically. To enable auto detect, click the Auto Detect

button in the button bar (note that the icon is highlighted green), or check the auto

detection box in the Settings->General tab. In Magnetic Reader mode, just swipe the card

through the magnetic reader.

DELETING RECORDS

Right-click on a record and select Delete->All records

to delete all records currently in the module database, or

Selected Record(s) to delete only the record(s) you

selected and right-clicked on.

To delete more than one record at the same time: Hold

down the Ctrl key, select the records you want to delete,

right-click and select Delete-> Selected Record(s).

Delete button and Delete Record menu command: You can also delete records by

selecting one or more records and clicking on the Delete button in the button bar, or

selecting Delete Record from the Records menu.

Figure 4-6: Delete command in the

contextual menu