The best way to learn the E Inflow system quickly is to explore the many features by just checking out the main different sections. Look for the thing you want to do and then take it from there. Start either with: Tasks, Companies or People.
The basics are listed below. As you spend more time with your own data, you can start moving ahead with more advanced features. Since it is a system which provides you with a great tool to manage your data, it has no purpose until there is some data in it.
Quick Start Contents
- How do I add a new contact and task?
- How do I find a particular contact or task?
- How do I navigate quickly?
How do I add a new contact and task?
When adding new contact information, you will want to start with the company, if there is one, and fill out the primary contact, address and phone number in the company entry form. Starting from the company, rather than the person or task, allows you to create an entry for all three through one screen.
Like all files, the data is accessed first from a browse screen which shows all the records currently in the file.
Add a Company
To add a new company, person and phone record:
- Press the Company button or from the menu: Data Access->Company , which takes you to the companies form.
- Either hit the <insert> key after clicking on the list box (or press the insert button below the Company list box). A new company form appears allowing you to fill in all pertinent information.
Then, when you save this company record by pressing the OK button, the contact person, with his/her phone numbers, and even a new task is automatically filled out and created for you and linked to the primary person.
Tip: If there is no company you want to relate to the person, the person may still be allowed relations to the other files as needed, but a task will not automatically be created.
So, as a rule, start from a company because all three main files will be updated from a single form.
Add a Person
To add a new person without a company, its almost the same, but with the person file only.
To add a new person only record:
- Press the People button or Data Access->People->Person File , which takes you to the people form.
- Press the insert button below the People list box. A new person form appears allowing you to fill in all pertinent information.
- Click Insert under the Phone list box to add phone numbers or email addresses.
Add a Task
If you created either of the above, you probably already have a task saved for that person. But it is possible to have more than one task assigned per person.
From either the Company or the Person Browse screens, the task list box displayed below or on the right side. From either browse it's easy to add a task which will automatically be associated with the person that is selected.
To add a new task from the Person Browse, just press the Insert button below the Task List Box.
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How do I find a particular contact or task?
Locating information is quick and easy:
- Select Tasks or People or Companies.
- Click on the sort tab you want.
- Click on the list box and type out the text. The sorted key will match the text and take you to the closest match it finds while you are typing.
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How do I move around quickly?
The mouse is the easiest way to move around a screen. Simply position the mouse arrow onto The selection you want and "click" the left mouse button. Some Selections, such as Buttons, only require a single "click" of the left mouse button. Other selections, like selecting an entry from a look up table require a "double-click" of the left mouse button.
See Navigate for more information on shortcut keys.
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