THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net
S U M M A R Y
DIARY: June 23, 2004 05:09 PM Wednesday;
Rod Welch
SDS improve managing individuals in organization contact records.
1...Summary/Objective
2...0705051 Develop loop to create multiple listings for a Contact
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CONTACTS
SUBJECTS
Contacts Save F2 List Individuals Everyone Marked by * in Alphabetic
Personal Name Primary Summary Identification 0000 Line
Multple Organization and Personal Names Record Identification 00000x
Contacts Save F2 List Individuals Everyone Marked by * in Alphabetic
0806 -
0806 - ..
0807 - Summary/Objective
0808 -
080801 - Follow up ref SDS 2 XT7A, ref SDS 1 4741.
080802 -
080803 - Improve F2 to include individual names as alternate listings for a
080804 - summary of an organization contact.
080806 - ..
080807 - Also want Contact records to open at the name of the person listed in
080808 - the alphabetical lists.
080809 -
080810 -
080812 - ..
080813 - 0705051 Develop loop to create multiple listings for a Contact
080814 -
080815 - Follow up ref SDS 1 1558.
080816 -
080817 - Currently the code will list a contact with alterant names under the
080818 - primary name line. Want to develop a new feature that lists contacts
080819 - under alternate names for each contact person with a * that identifies
080820 - when an individual is listed in a summary for the organization.
080822 - ..
080823 - This will be changed to also list the individuals name in the
080824 - Organization Summary Last name first, and it will be capitalized.
080826 - ..
080827 - The change will solve a problem identified by Gary. He is using the
080828 - alternate listing method to look up individuals in organizations,
080829 - rather than look up the organization, and then find the individual.
080830 - The current code, however, only lists the top name of the individuals
080831 - with an asterisk *, so when this path is used for the doc log system,
080832 - the wrong person is listed. This can be worked around, by using F2 to
080833 - open the contact record, rather than press Enter in the Summary, and
080834 - then move the contact record to the individual's name and press Enter
080835 - there, but this is an added learning step and takes a little more
080836 - time.
080838 - ..
080839 - The change will also save time for the User by eliminating the need to
080840 - list names as alternate organization names, below the primary
080841 - organization name for the alphabetical listing.
080842 -
080843 -
080844 -
080845 -
080846 -
080847 -
0809 -