Univex NeatDesk, NeatScan, NeatReceipts manual Selecting a Contact Row, Editing Contact Information

•Deleting a Contact

•Sorting the Contacts Grid

•Printing a Contact

•Adding an Action Item for a Contact

Selecting a Contact Row

Selecting rows in NeatWorks is very similar to selecting rows in other programs that use spreadsheet-type layouts:

•To select a single row, click any cell in the row.

•To select multiple adjacent rows, click in the first row you want to select, then hold down the Shift key and click in the last row you want to select.

•To select multiple non-adjacent rows, click in the first row you want to select, then hold down the Ctrl key and click in each row you want to select.

Editing Contact Information

Anytime you need to modify contact information, you can do so directly in a cell in the Contacts Grid or the Contact Information area. Your changes will be saved automatically.

To edit contact information in the Contacts Grid:

1.In the Contacts Grid, click in the cell you want to modify.

2.Edit the contact's information as needed.

To edit contact information in the Contacts Information Area:

1.In the Contact Information area (pictured at the bottom of this page), click the field you want to modify.

2.Edit the contact's information as needed.

3.Click the Quick Contact checkbox if you would like this contact to appear in your email contacts list. Your changes will be saved automatically.

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