General Information on Using the Program



General Information on Using the Program

We will assume that you have a basic familiarity with using Windows programs. There are just a few hints here to avoid common mistakes.


When moving between entry fields on a screen (for example in the Donor Details area of the main window), press Tab to move forward or Shift+Tab (i.e. hold down Shift and press Tab) to move backward. Do not use Enter to move forward, as it will click the current highlighted button (for example Save, assuming changes have been made).

Some fields can hold more than the displayed size of the field indicates. They will automatically scroll left and right as needed to allow you to enter or edit the data.

Many menu options have keyboard shortcuts listed on the menu. Similarly for buttons. For instance, the File ⇒ Save Changes menu is equivalent to one of the two Save buttons, which is equivalent to pressing the key F10 or Enter. If you learn and use these keyboard shortcuts your work will get done more quickly.

Some windows, like the main window, the One Date Batch Entry window for donations, and the editor window for mail merge letters, can be resized. To do so, click and drag any edge or corner. You can also move these windows by clicking on their title bars and dragging them. When you re-open them the next time, they will be the same size and at the same position as when you last used them.