Data Entry and Selection Shortcuts
Submitted by admin on Thu, 02/16/2006 - 10:10pm.
ODB provides shortcuts that help you save steps when entering data, especially
when pasting information into ODB from other sources. Currently, there is one
shortcut available in the Main Menu screen, and there are three shortcuts
in the People Entry screen. (These shortcuts will also be available in
the Groups Entry screen, soon.)
Repeated Comments. Often you will want to enter a group of names
from a sign-up sheet and have a comment associated with those names, such
as indicating at which event they signed up. To do this, right-click
the New button and you will see two menu options labeled "Add with
Repeated Comment from Selected Record" and "Add with Last Repeated Comment."
This menu will vary, depending on what is selected on the screen. For instance,
if you had entered one record with the comment "Clambake Fundraiser" you could
choose "Add with Repeated Comment from Selected Record" to initiate entry
of the rest of the people on your list.
Dated Comments. Often you will want to add a comment to someone's
record reflecting a phone conversation you had with that person. If you want
to automatically put today's date into the comment area of a person (or group),
all you have to do is right-click the Edit button and choose
Add Dated Comment.
Cloning Options. Similar to Repeated Comments, there is a right-click
menu available on the Clone button. This allows you to clone a record
with or without all of the tracking codes associated with it. So you can decide
whether you just want to copy someone's address or whether you want to copy
all of the attributes you have assigned to that person.
Phone Number Pasting. When you paste a phone number into any
of the three phone number fields, bad characters and leading "1's" are automatically
removed and it is formatted with hyphens for consistency.
Street Name/Number Pasting. When you paste an address containing
both a street name and a street number into the street number field,
ODB will automatically split the address for you. When you paste it into the
street name field, ODB will offer to split the address for you when
you click Save Changes.
City/State/ZIP Pasting. When you paste city, state, and ZIP code
information into the city field, ODB will automatically split it up into the
component fields.
Contextual Search. When you right-click on any part of a person's
address in the Main Menu preview pane, ODB will show you menus that
allow you to find people with similar addresses. The same applies to phone
numbers, and to the field that displays a person's type or district information.
This is an extremely powerful feature as it bypasses the need to do customized
queries for some searches.
Contextual Code Search. When you right-click on any tracking
code shown in the main menu detailed preview pane, ODB will show you a
menu allowing you to find people sharing the exact same set of tracking codes,
or any of the tracking codes used by the person or group you are currently
browsing.
Smart Cursor Placement. When you do a search that yields no
results, the cursor will jump back to the search box. When your search has
results, the cursor will jump down to the results box (in the Main Menu) and
the down arrow can be used to scroll through the results, saving mouse clicks
or tabbing that were previously necessary.
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