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Keywords represent data that's used over and over again in the program. Using keywords simplifies data entry and eliminates the possibility of spelling errors and inconsistent usage. They're saved in categories, and you can add or delete keyword types from each category as needed.

Adding and Deleting Keywords

On the File menu, click Keywords.


 To add a new keyword
  1. Determine which category to add your keyword to, then click the relevant keyword list.
  2. In the keyword list dialog box, click the add icon .
  3. Enter a name for the new keyword. To move to the next field or line, press Tab or Enter.
  4. When you're finished, click Save/OK then Close.
 To delete a keyword

Note

If you delete a keyword, it's removed from the list and all windows where it's used.

All other users must exit the program before you continue.

  1. From the relevant keyword category, select the keyword list to delete your keyword from.
  2. Click the delete icon .
  3. Read the warning, then click Yes to confirm.
  4. Select each item you want to delete.
  5. Click Delete/OK then Close.

Creating Custom User Keywords

You can create your own custom fields called user keywords. You can also change the positions of the user keyword drop-down fields in the Contact Information section of the Ministers window.

  

 To set up user keyword fields
  1. On the File menu, click Keywords > User Keywords.
  2. Click an unused user keyword, indicated by User KW #.
  3. Enter a name for the keyword. The keyword name you enter displays as a field name in the Minister Contact Information window.
  4. Enter any number of descriptions you want for the keyword list. These display as options in the Minister Contact Information window.
  5. Click Save/OK.

Combining Keywords

You can stop using a particular keyword type. With the Combine command, you can delete a keyword type and reassign another keyword type to the records using it.

 

 To combine two keyword types

Note

All other users must exit the program before you continue.

  1. Select a keyword category that contains the keywords you want to combine.
  2. To transfer all occurrences of one keyword type to another, click Combine <type>.
  3. In the left column, select the keyword type you want to change.
  4. In the right column, select the keyword type you want to keep.
  5. Click Add to List of Changes Below.
  6. To process the list of changes to be made, click Combine/OK.
  7. Click Close.

Printing Keyword Lists

After you set up a keyword type list within a category, you can print a copy of it for reference or to give to co-workers.



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