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TABLE|IT Manual

 

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The menu point Data contains the following features:

 

(1) Add

 

A new row (data record) appears where you can enter data.

 

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In the end you confirm the data you entered with a click on Update. In case you do not want to enter anything just go on Cancel.

 

 

(2) Delete

 

This option deletes the currently selected data record. It will be deleted instantly, no further inquiry will be made. This record is also not available anymore over at the linked contacts, companies, etc. The deletion cannot be undone!

 

 

(3) Copy to another parent

 

The entire data record will be copied to another contact (or company, group etc., depending on the available entities for this table). After you clicked on Copy to another parent this window will open:

 

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After you picked the type of data record you want to copy your table row to click on OK. A list of contacts (or companies, groups etc.) appears:

 

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Tick the ones you want to copy your table row to and then go on OK. You can now find the data record in the TABLE|IT tab of the contact(s) (or companies, groups, etc.) you have chosen.

 

 

(4) Move to another parent

 

The entire data record is moved to another contact (or company, group etc.). Proceed just like when you copy a data record.

 

 

(5) Delete all records in view

 

This option deletes all of the records of this table which belong to the current master record (meaning, the contact, company, etc. you are looking at). Before deleting everything a warning message appears. When you confirmed the removal it cannot be undone.

 

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The following options are only available when you established a table relation. This needs to be done previously in the table manager.

 

(6) Add Detail Record

 

With this option a row in your sub table appears where you can enter information.

 

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After you successfully entered everything you wanted please click on Update or discard the entry with Cancel.

 

 

(7) Delete Detail Record

 

Please select the detail record you want to delete. Then click on Data > Delete Detail Record. It will be deleted instantly, no further inquiry will be made. This record is also not available anymore over at the linked contacts, companies, etc. The deletion cannot be undone!

 

 

(8) Expand all Details

 

This feature opens all of the sub tables that are available.

 

 

(9) Collapse all Details

 

This option hides all of the available sub tables.