To enter in people for you organization, select People from the Data menu. The following dialog is displayed...

This screen works very much like the Entry Screen and you should look at the topic Creating an Entry for instructions on how this screen works. Most important, remember to press Enter in one of the name fields to add the person to the database. | |
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When you click the New button an Add button appears in the upper right of the screen. Either click the Add button after entering your new person or press Enter in one of the name fields and think of the Add button as a reminder to do that... clicking the Add button is equivalent to pressing Enter in one of the name fields (last name, first name, MI), both cause the data to be posted to the database. |
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You can very quickly find a person by typing the first few letters of their last name into the Search Box. |
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You have the ability to create an unlimited number of mailing lists and assign people to any list. To create new lists or edit the name of a list, click the Edit button. |
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And the Mailing Lists Dialog will be displayed. You can create as many lists as you feel you need...
And then assign people to as many lists as you feel they belong to. When you print mailing labels, only one label will be printed for each person no matter how many lists they belong to that you have selected. | ||
If you have the Advanced version of ShowPro there are additional features available for building and maintaining your mailing lists. | |||
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The Add All button will add everybody in your database to the mailing list that is currently selected in the Mailing Lists check list box. | ||
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The Remove All button will remove everybody in your database from the mailing list that is currently selected in the Mailing Lists check list box. | ||
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The Custom Address enables you to set an address that doesn't conform to format used in the US and Canada. This address if it is configured will print on statements and on mailing labels in place of the normal address information. |
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If you get duplicate people in your data you can consolidate the data and merge them into one. If a person is referenced on an entry you can't delete them so you must merge any references to one person so that the other person has no references, then you can delete that person. The first step is to decide which person you want to keep, the one with the most information for example, and then copy any information of value from the person you intend to delete to the person you intend to keep.
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The next step is to "push" the person you want to delete into the Merge box. |
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Then "push" the person you want to keep into the To box and click the Do Merge button.
You will now be able delete the person as all references have been moved to the other person. |