Multiple Data Layouts

The three types of contact records correspond to three different types of layouts you can use to create these contact records:

The three data layouts are designed to provide the ideal set of fields for the type of record you want to create. Some fields are shared across all data layouts. All data layouts have a global panel and 6 rotating panels that can be designed with data fields. We use the data in a System data field called the Secondary (or SID) field to tell our programs which of the three Data layouts should be displayed for the user. These programs look to the data in the first two characters of that specific field.

If the data is:

Than this Data layout will be displayed for use:

. .

Data Layout 1

/ /

Data Layout 2

any combination other than . . or / /

Data Layout 3

Only the 1st two characters in that field are used by the programs for the purpose of determining which of the three Data Layouts to use> However, the Secondary (SID) field is 10 characters long and you will certainly see more data than the 1st two characters as in this example of using all three Data Layouts for one company called ABC Company would be:

Data:

Data Layout Used:

Example for ABC Company:

. .

Data Layout 1

one record for all Company data for ABC

/ /Project1

Data Layout 2

for keeping data about Project 1 for ABC

/ /Project2

Data Layout 2

for keeping data about Project 2 for ABC

CONRADM

Data Layout 3

for keeping contact data about Mary Conrad at ABC

DAVISC

Data Layout 3

for keeping contact data about Charlie Davis at ABC

JOHNSOB

Data Layout 3

for keeping contact data about Bill Johnson at ABC

LONGFEG

Data Layout 3

for keeping contact data about George Longfellow at ABC

MICHAEK

Data Layout 3

for keeping contact data about Kevin Michaels at ABC

MOOREJ

Data Layout 3

for keeping contact data about Judy Moore at ABC

Data Layout 1 if the System Administrator chose to use our examples and keeps Company data in Data Layout 1 than you would expect to see only ONE record for each company. This Data Layout and its accompanying panels would feature data fields pertinent to the company as a whole. An example of that type of data might be date established, number of employees, are they customers or vendors?, perhaps a website address, etc.

Data Layout 2 was intended to track data for multipurposes. Projects, products, customer support issues, installed products, maybe internally for warranties or equipment. The idea is to use the / / with the balance of the field expressing what it is specially that you are tracking. The fields on all the panels for Data Layout 2 would than reflect the data to help you work with projects, support, and any other issues or items you wish.

Data Layout 3 was intended to use for data associated with people and is often referred to as the Person record. Data fields relevant for this purpose might be as varied as an alternate set of address fields, or a field that details interests of this person, maybe a mail status field, or a field for comments concerning the individual and his/her relationship to your company, etc.

All three Data Layouts maybe used by your Company or the System Administrator may have decided to limit use to only a few Data Layout type. All that is important is that you recognize how the display of each Data Layout occurs and the hierarchy between the Data Layouts is achieved.