What is the TAG field and how does it work?
What is the Customer # field and what do I put in there?
If I am printing labels or envelopes and I want the Company Name printed how do I do that?
How do I indicate that the client on the screen is a Group?
Is the Anniversary date used for a Wedding Anniversary or the date in which they had purchased their products?
Where do I add telephone numbers? On the Client Information window there is a space for a number but I can’t get to it.
In Quick Write when I try to merge the document with the client name the letter is still showing the mail merge fields.
I am entering information to the database and a message that says "Key Violation" comes up when I try to save. What does that mean?
I received my renewal software and when I install it I receive a prompt that asks to overwrite existing files. What should I do?
How do I backup and restore my data?
How do I print a report of my list of Activities for the day?
I use the Auto Dialer to call my clients. Is there a way I can use that in the Activity Calendar?
I have set my Activities to remind me when an activity is coming up but they are not showing in the Activity Reminder Window.
How can I use the Maps feature?
Is there a difference in the Word Processor and Quick Write?
What is the Zip Code Editor?
Is there a way to switch between the open screens within Inscomm?
By using the TAB key on your keyboard you can move from
field to field without using the mouse. top
The TAG field is a way of sorting or grouping clients together.
A good example is if you send out newsletters but you do not want to send
one to everyone. In the TAG field you can use the letter N for newsletter.
The TAG field is used for abbreviations only. Say you also want to tag
for Christmas cards and you use an X for the tag, then we use a comma
( , ) to separate tags. So your tag field would look like N,X with no
spaces. Then if you want to run a report of all those people who have
a tag of N you can run a Client List report from the REPORTS MENU at the
main window. The second icon from the bottom on the left-hand side of
the client window is the TAG QUERY UPDATE. This area allows you to Modify,
List, and Delete a tag globally. If you have a tag of P for Prospects
and all those P’s have become clients and you use the tag of C for Client,
in the Modify it allows you to change all those P’s to C’s with one click
of a button. In the Tag From field you would put the letter P in capitol
letters and in the Tag To field you would put the letter C in capitol
letters and click OK. This will globally update all the clients or dependents
that have the tag of P to C without going to each individual client and
changing the tags manually. top
The Customer # field is an optional field. We do not report
it out, but you can locate your clients by the Customer # field top
On the Client Information window, lower right corner, there
is an option with a little check box next to it that says Report Company.
Put a check mark in that box to indicate that the address on the Client
Information window is their work address and that will print the Company
field on the label or envelope. top
On the Client Information window there is an option that
says Group, again lower right corner. Put a check mark in the box next
to it, that will indicate that the client on the screen is a Group and
you will also notice that tab number 4 Dependents turns into Employees.
There you can add all the employees for that Group. top
It is used for a Wedding Anniversary. If the client is not
married then you can leave it blank. There are fields used in the Products
area for Application and Issue dates. top
Tab number 2 from Client Information screen. That is where
you can add the telephone numbers, fax numbers, extra numbers and cell
phone numbers. Also you need to choose a Preferred Phone number at the
bottom and that number will appear on the Client Information window. When
you use the Auto Dialer that is the number that will be dialed. There
is also a space for an Alternate Address in the More Tab. If the client
has another address or they live at another address for part of the year,
put a check mark in the Print Alt Address and that will print out that
address on your labels, envelopes or correspondence. top
Make sure that you are at the first window of Quick Write
where it shows the client and dependent names on the upper left-hand side,
below the Document Library, and to the right is the print preview window.
If you are on the Quick Write Word Processor window that will only print
what is shown and will not merge the client name to the letter. top
A Key Violation is an error that will show up when you are
entering the same information twice. For example: When you are in the
client notes section, when adding a new note description to the notes
area and that description already exists the message "Key Violation" will
appear. If the note is NOTE 1 and you type NOTE 1 you will get a Key Violation
because they are identical. If you are in the Commissions area and are
saving a commission to the library, and the "Key Violation" comes up,
that means that there is a commission already saved with that exact same
name. So just rename the commission to something else and re-save to the
library. You will get a key violation in the image container if you are
trying to create a new image container with the same description/key word
as one previously added. Just give the image container a different description/key
Answer Y to each prompt to overwrite because the renewal
install is copying new versions of your license file to your Inscomm folder.
If you would like assistance in installing your renewal files, call 1-800-669-9684
and we will assist you. top
The Backup and Restore is the most important procedure that you will do besides entering your client data. It is imperative that this procedure is done on a weekly basis. The backup is your savior if your database crashes or client files become corrupt. Without a backup there is nothing we can do here at INSCOMM to help you regain those files.
The Backup/Restore program within Inscomm allows you to backup your data to various media. You can backup to floppies, zip disks, compact disks or even another hard drive.
To open Data Backup/Restore either click on the disk icon along the top of the Inscomm screen or go under the file menu to Data Backup/Restore. This will open to the entry screen for data backup.
On the first screen, select the files you would like to backup. Client Base Data is all of your client information including demographic information as well as product information, quick write documents and the activity calendar. (unless you are using separate calendars). Imaging is all scanned images in Inscomm. Mass Mailing is all of your mass mail lists. Documents is everything saved in the word processor. Selecting Shared backs up the Zip Code and CUSIP files ( it is not necessary on a regular basis to back these files up because they can be downloaded from the internet if needed). After you have put checks in front of the items you are going to backup, click Next Step.
The next window shows files to exclude from the backup. You do not need to use this screen when backing up your Inscomm folders. Click Next Step to continue.
The next screen is where you are backing up to. Click on Browse and locate the drive you want to backup to. For example: If backing up to floppy disks select your A:\ drive. The destination will read: A:\
If backing up to larger media such as a zip disk or cd, after selecting the drive we suggest that you type in today's date (no dashes or spaces) after the drive letter. This will allow you to backup to the same zip disk or cd again without overwriting the exsisting backup. Ex: E:\05302002 Click Next Step.
The last window is your backup options. Under Backup Mode, select Full. Under Backup Options choose to select Backup Open Files, Skip Locked Files, but include Verify During Backup. Under Compression select Quick. Click on Start Backup. Click OK to insert disk 1.
The second tab is Restore. The first screen is where you select the backup set to restore. For example, if you backed up to a floppy disk, insert the 1st floppy disk into your A:\ drive and click the Browse button. Locate your A:\ drive and select the file: My backup.001. Then click Next Step. The next window is selecting which files to restore. Because you are restoring all of the Inscomm data files, you need to put an X in the first box you see. Then click Next Step. The last step is instructing the system how to restore. Under Restore Mode, select ALL. Under Restore options, always select Restore Attributes and Skip Locked Files.
If Inscomm is installed on the C:\ drive on the computer
you are restoring to, then the Select Location To Restore To: should be
set to C:\. If it is installed on D drive, then type in D:\ then click
If you go to the third icon from the left from the main
window, you will find the Activity Calendar icon. Once you click it you
will notice at the bottom the VIEW button. Click on View and select Day.
Make sure that under the Calendar you have all the selections marked which
you would like to report out. Then at the bottom there is a PRINT button.
As you click from activity to activity you will notice a brief memo that
you may have added to each activity. The Notes button also allows you
to put in an entire note.top
Absolutely. In the Activity Calendar if you use your right
mouse and click on a client in the list, a small window will open up and
say Dial. If you click on dial with your left mouse it will dial the preferred
phone number for that client. So you can use the dialer and then go back
to the Client Information window all with a few clicks of the mouse. top
That could be a few things. First thing to do is to check
to make sure that the Activity Reminder window is set for an Auto Start
Window when the program opens. To do that, go to the UTILITIES menu from
the main window and select STARTUP SETTINGS. Make sure the Activity Reminder
window has a check mark in it. Also click on Setup|Event Reminder. Make
sure there is a check next to Enabled. top
In order to use this feature you have to be connected online and have Internet Explorer set as your default browser. Then you have the option to locate a map that shows either their local area, a route from you to their location, or lookup a person by entering a phone number. top
Yes, the difference between the word processor and Quick Write is that you are unable to do mail merges using the word processor. top
The Zip Code Editor allows you to update the zip codes in case they change. To edit the zip code click on the zip code that you need to edit, then click on edit at the bottom of the screen. Type in the new zip code and then Click on Save at the bottom of the screen. top
Yes, Press Control + Tab to switch between the various screens without using your mouse. top