Penpower duet Managing Business Cards, Categorizing Cards, Categorizing from Management Page

Chapter 5 Managing Business Cards 5-

Chapter 5 Managing Business Cards

The management functions of WorldCard allow you to categorize contacts, send e-mail by contact or group functions, add new cards to a group, import cards from other sources, search cards by various data fields, encrypt files to protect your card database, print cards, export the database to other applications and synchronize your card information with other software applications.

5.1 Categorizing Cards

The WorldCard software allows you to manage your business cards by storing them in the category groups. After installing your WorldCard software, you will find two default categories on the management page: the All Records category and Unfiled category. You can add as many user-specified categories and sub-categories as you choose to manage your business cards.

5.1.1 Categorizing from Management Page

Each card, in addition to being categorized by last name, can also be categorized with our own individual settings so that you can efficiently manage numerous cards in your World- Card database. From the WorldCard Management pane, highlight the card information you want to categorize, drag it directly into a specific category type under the Category list on the left side of the management window.

Tip: Cards in each category can be easily moved from one category to another by drag- ging.

Tip: Each card can belong to a main category and numerous sub-categories. For ex- ample, Bruce is a vendor of your company and your classmate. You can drag his card into vendor category and then, drag his card into the classmate category from the All Records category. The first category you drag Bruce’s card to will become the main category for his card entry.