Postalsoft Business Edition User's Guide 8.00c ... - SAP Help Portal

Manage your data
The software provides many techniques and shortcuts for managing your data.
Whether you want to add repetitive data or delete a specific group of records, the
software provides the tools you need.
Use default data
To work with default fields, use these commands:
• Edit > Set Default Field
• Edit > Get Default Field
• Edit > Get All Default Fields
• Edit > Remove Default Field
If you need to enter numerous records that have the same data for one or more
fields (for example, the same city and state), you can save a default value for
these fields. Then you can enter the saved values very quickly, without having to
retype them. You can set one or more default fields and then recall them one at a
time or all at once.
First you save the default data (the data that is the same in each record). Then you
recall the default data to paste it into another record.
You can also clear, or remove, a default field to reset it to blank.
Enter data in coded
fields
Entering data into a coded field is the same as entering data in any other field,
except that when you leave a coded field, the software checks the data entered
against a list of valid codes you created (called a code profile). This means that
the coded field can only contain certain defined data. To see if a field is coded,
choose File > Properties > Database.
You can add codes to the list of valid codes while you are working in the
software. When you leave a coded field, if the code entered isn’t a valid code, you
can add it or cancel. You can remove entries from your code profile.
Save notes
You can save notes with each mailing description file. Notes are details about the
database, such as when it was created and changed, or whatever you like. To enter
notes, choose File > Properties > Document, File Information tab.
Select records
Before performing any action on your data, you can select certain records. To
select certain records, choose Records > Select. Then, you can perform the action
on just the selected records.
For example, you may need to perform address correction for only a certain
geographical area, such as Wisconsin, Minnesota, and Iowa. To do this, before
beginning the address correction, you could select records whose State fields
contain WI, MN, or IA. Then, when you correct addresses, you would choose to
include only the selected records.
Search for a record
You can search through your records by choosing Search > Find or Search > Go
To Page Up or by pressing Page Down. You can search for a specific record or
casually browse through your records.
50 Business Edition User’s Guide