446
Calyx Software
Contact management (Cardex)
6
Select a category from the
Category
dropdown list.
7
Enter the license number of the agent or company in the
License
#
field, if applicable.
8
When you are finished entering the record, you can do one of the following actions:
•
Click
Save & New
to create another record
•
Click
to print the record
•
Use the arrow buttons to navigate to other records
•
Click
Save & Close
to exit the
Cardex Record
dialog box.
Editing database entries
To edit a record in the database:
1
Select
Utilities > Cardex Database
to open the
Cardex Database (Browsing for
all records
) dialog box.
2
Select a record and click
Open
.
The
Cardex Record
dialog box is displayed.
3
Edit the record as needed.
Tip
If you have not yet created a category for the record you are entering,
click the
Category
button to access the
Dropdown List: Cardex
Category
dialog box and
create one here.
Related information
For more information about how to create a Cardex category, refer to
Creating categories
, on page 444.
