Step 20:
Maintain Contact List

Select “Phonebook” from the “Information Toolbar”. To view the information toolbar select “Tools” from the main menu.

Setup Categories:
Click on the “Create New Category” icon on the phonebook toolbar. Setup categories according to your standard work breakdown structure.

Add a New Contact:
Click on “New Listing” to add a new contact. Select the appropriate category, then enter the name, address, phone, fax and e-mail information.

Insert Image:
If you wish to attach a photo or scanned business click on “Insert Image”.

Step 21:
Update Exchange Rates

Click on “Currency Exchange” on the “Information Toolbar”. All rates are displayed relative to the “US Dollar”.

Go to Important Rates:
Click on the appropriate “Flag” on the currency toolbar or use the scroll bar to go to a particular exchange rate.

Edit an Exchange Rate:
Highlight the row and edit the exchange rate column.

Add a New an Exchange Rate:
Scroll to the bottom of the form and add the currency name, description, country and exchange rate relative to the “US dollar”.

Step 22:
Measurement Conversion

Click on “Measurement Conversion” on the “Information Toolbar”.

Default List:
This is a “User Defined” list of commonly used measurement conversion factors. This list is used to convert between metric and material when using “Alternate Units of Measure” in the resource files. This list also becomes the “Pick-list” that is displayed in the “Enter Estimate” form.

Measurement
Conversion Chart:
A convenient measurement conversion chart is also available. Select between Metric & Imperial, then select the type such as Area, Volume and Weight.

Step 23:
Close the Application

To close the application select “File->Exit” from the main toolbar,