File Menu
The File Menu contains basic program control
commands for file and database management.
Commands include:
- Save
- Open File
- Import/Export
- Maintenance
- Upgrade Database
- Exit
When a menu item appears to be
grayed out, this means you cannot
access the item at this time.
Save
Collect! typically saves any changes you
make, automatically. In some cases, you may
want to force the issue by selecting the Save
command. If your area is prone to power
fluctuations or your system seems to crash
intermittently, you may want to force a Save
more often.
Open File
Selecting this option will bring up a the Open File
dialog which displays files that you can select
and open.
Any text file can be selected and edited on the
screen and then saved.
This function is a quick and easy way to edit a
letter or attachment previously printed, even if it
was printed by a program other than Collect!
This feature has one limitation. If
you try to open a huge file it may
abort. If you use this feature, be
aware to select smaller files.
Import/Export
Selecting this option will open a sub-menu of choices
related to the import and export functions. These include
importing data into Collect! from other sources and
exporting data from Collect!. Some of these functions
require the purchase of the optional Import/Export module.
Select this option to export your database prior to
upgrading to a newer version of Collect!
Also, you may select this option to customize import/export
routines previously designed for you, design a new import
map, or update the import field definitions list. This assumes
you have purchased the Import/Export module.
Import/Export is an OPTIONAL module. You
may need to purchase this option, depending on
your original purchase. Please call Comtech
Systems Inc. for pricing information. The
Import/Export module is enabled in the Demo
database for your examination.
Importing Reports and Contact Plans is part of the
standard Collect! program, not the optional
Import/Export module.
* To import or export Reports within Collect!, select Print
from the top menu bar and then select Customize
Printing from the drop-down choices. This will display
a sub-menu where you may import or export report
templates.
* To import or export Contact Plans within Collect!,
select System from the top menu bar and then select
Contact Management Settings from the drop-down choices.
This will display a sub-menu where you may select
View Contact Plans, Import Contact Plan or
Export Contact Plan.
Maintenance
Database maintenance procedures are available
with this command.
These include verifying database integrity and
correcting any errors caused by system and
network failures. This should be done on a
regular basis, especially for larger databases.
Once a week would be optimal.
Select this option to snapshot your core database
files or to rebuild Collect!'s internal printing, access
rights and field definition lists.
Upgrade Database
This selection allows you to easily upgrade your
database to a newer version of Collect! This assumes
that you have previously exported your database using
the Export Database function.
When the database is open, this
selection is disabled.
Exit
This command exits the program.
You can use this command throughout the system.
ALT + F4 exits you immediately after
saving and closing necessary files.
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