User Guide Ver 6.20
ActionWare User Guide
Chapter 01 Introduction
Introduction
What ActionWare Can Do For You
Database Management
Telephone Communications
Mass Mailings
Activity Notes
Reports
Word Processing
Filters
Query for iSeries
Open Architecture
How It All Works
Contacts and Activities
Database Structure
System Administrator
Customer Support
Technical Support
Free Software Upgrades
Education and Training
Customization
Add-On Products
License, Warranties, and Conditions
Permitted Users
Prohibited Uses
Exclusive Warranty
Other Warranties
Retention of Rights
Distribution of Software
Protection from Data Loss
Chapter 02 Working ActionWare
Working in ActionWare
Visual Features
Key Commands
Screen Bars
Panels
Data Fields
Pop-Up Windows
Listboxes
Program Controls
Hot Keys
Menus
Function Keys
Group Job Selection Menu
KID Menu
Database Information
Chapter 03 About Contact Records
About Contact Records
Contact Records
Types of Records
Data Layouts
Data Fields
ActionWare System Fields
PID and SID Field Data
About Note Data
Activity Notes
Descriptive Notes
Note Views on Panel 7, the Activity Panel
Using Listboxes
Chapter 04 Using Contact Records
Using Contact Records
GoTo Menu
Marked Record
Return to Previous
User Trail
Contact Record Lists
View
Sequence
Adding Contact Records
Copy Clear
Propagate
Changing Contact Records
Deleting Contact Records
Chapter 05 About Activities
About Activities
The Concept of Activity Use
Activity Types
Activity Priority
Urgency
Importance vs. Urgency
Activity Messaging
Activity Code
Method and Direction of Activities
Activity Lists
Activity Status
Related Activities
Activity Notes
WOBO or Working on Behalf of Someone Else
Function Keys on Activity Panel 7
Hot Keys on Activity Panel 7
Chapter 06 Using Activities
Using Activities
Adding an Unrelated Activity
Changing and Deleting Activities
Adding an Activity Note
Editing an Activity Note
Activity Example
Automatic Activities
Extended Activity Screen
Completing and Dropping Activities
Activity Lists
Quick Activity Locator
Consolidating Activities, Using F7
What is a Related Activity
Adding a Related Activity
Descriptive Notes
Activity Panel Formats
Recurring Activities
Chapter 07 Using Filters
Using Filters
View a List of Filters
Running Filters
Filter Statistics Screen
Adding a New Filter
Easy Build Filter
Expert Build Filter
Changing a Filter
Filter Wildcard Compare Types
More Filter Examples
Advanced Filters
Filter Options
Chapter 08 About Activity Plans & Campaigns
About Activity Plans & Campaigns
Adding an Activity Plan
Using Activity Plans
Adding a New Campaign
Changing Campaigns
Deleting Campaigns
Chapter 09 About Other Options
About Other Options
Using Other Options
Transfer File
Reports Menu
Chapter 10 About Scripts
About Scripts
Concept of Script Use
Adding a Script
Sample Script
Using Scripts
Changing a Script
Adding a Contact Record