An icon/shortcut will be placed on your desktop named Open Data Manager after Data Manager has been installed on your computer. Simply double click this icon to open Data Manager which will ask you for your Account Name and Password (see your office Data Manager administrator if you are not sure of these details).
Account Name: this should be your full name (ie. your first name, then a space, then your surname e.g. "John Smith")
Password: the default password is data (note that password's in Data Manage are case sensitive)
Once you have successfully entered your Account Name and Password you will have to accept the Data Manager Licence Agreement and you will then be taken to the Data Manager Home Screen.
The more you use Data Manager the more familiar you will be with navigating your way around the different modules. As you become familar with Data Manager keep the following points in mind:
There is no Back button - Data Manager uses a button driven interface that lets you click on the button to take you to the require module in Data Manager. Most modules are no more than 2 clicks away. Remember that the Home Screen is the first screen you see each time you open Data Manager. It is the home page for Data Manager where you can access all the different sections of Data Manager. In every window there is a Data Manager logo in the top left hand corner - simply click that logo to return to the Home Screen
There is no Save button - Data Manager saves your changes automatically as you go, whether you are using Data Manager Solo or Data Manager Office, so you do not have to remember to save your work. Make sure you have setup and follow a good backup system - see the Backup section for more information. If you delete data from Data Manager it is permanently deleted and you would need to access a backup copy to retrieve data that you have deleted so be careful when deleting from Data Manager.
Navigating Between Records - Data Manager displays the total number of records for the database that you are currently in the top right hand corner of the screen. There are also navigation buttons that you can use to go to the First Record in the current found set of records, the Previous record, the Next Record and the Last Record. For example using the screenshot below this tells us that there are 50 records in total in the database we are viewing, but you are only able to view the group of 5 of those 50 at the moment as you might have done a find to view a subset of the database (e.g. all potential customers). Furthermore you are currently viewing Record 3 of the 5 found records, so clicking the double left arrows will take you to record 1 out of the 5 you are viewing, clicking the single left arrow will take you to record 2, clicking the single right arrow will take you to record 4 and clicking the double right arrows will take you to record 5.
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Action |
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Go to the First Record in the Current Found Set of Records |
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Go to the Previous Record to the current record you are viewing/selected |
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Go to the Next Record to the current record you are viewing/selected |
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Go to the Last Record in the Current Found Set of Records |
The TAB Key - to move from one field to the next press the TAB key on your keyboard (pressing SHIFT and the TAB key together moves backwards).
Mouse Scroll Wheel - be careful if you have a mouse with a scroll wheel as the using the scroll wheel whilst viewing the details of a Contact will move you forwards or backwards through your current found set of Contacts. It does NOT scroll the screen up or down - this applies when viewing the details of a Database (e.g. Contact details or Action Plan details). When viewing a list of a Database (e.g. Contacts List View) it does scroll and up down.
