DaisyFAQ - Setting Up AddressWise

This FAQ or list of "Frequently Asked Questions" is continuously updated, but if you have a specific one, then send us an E-Mail.

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The AddressWise Start Dialog

Can I Add Extra Fields to the AddressWise/FaxWise Phone Book?
Can I Delete Extra Fields to the AddressWise/FaxWise Phone Book?
Do I Need to use FaxWise to Send Faxes?
How do I Change Field Names like Zip Code to something more suitable?
How do I Change the Compliments Slip Format?
How do I Change the E-Mail Format?
How do I Change the Fax Format?
How do I Change the Letter Format?
How do I Change the Order in which Names and Addresses are Shown?
How do I Enter My User Details?
How do I Set Measurements to Imperial or Inches?
How do I Set Measurements to Metric or Millimetres?
What is a User Profile?

The AddressWise Start Dialog

AddressWise Control Screen

Most of the configuration of AddressWise is controlled from the menus on this dialog.

Can I Add Extra Fields to the AddressWise/FaxWise Phone Book?

Yes! You can delete them as well!

Start AddressWise and do not open any Phone Books.

From the Options menu choose the Extra Fields command. The following dialog box will be shown.

Extra Fields

Add Standard Fields adds the five extra fields, Salutation, Mobile Phone, Home Number, WWW and Home Page. These field names have special significance in AddressWise and it is recommended they are added to all Phone Books.

Add New adds a new field with a name defined by the user. The field, X1, was added in this way.

Delete deletes one of the extra fields. Note that the field cannot contain any data.

Note that all fields added will be available in all Phone Books, will be text fields capable of holding up to 100 characters. Up to 60 extra fields can be added to the Phone Books.

Can I Delete Extra Fields to the AddressWise/FaxWise Phone Book?

Yes! But they must be empty!

This is fully described under Can I Add Extra Fields to the AddressWise/FaxWise Phone Book?.

Do I Need to use FaxWise to Send Faxes?

FaxWise is the recommended way to send faxes from within AddressWise.

Alternatively, they can be printed and sent using a standard fax machine.

After starting AddressWise choose theFaxWise command from the Options menu. The following dialog box will be shown.

FaxWise Setup

Choose the Print and then use ... option. Note that this will be set automatically, if you don't have FaxWise installed on your computer.

Note how in the dialog, the printer driver, FaxWise, has been selected.

How do I Change Field Names like Zip Code to something more suitable?

At present AddressWise offers a limited choice of names for the default of City, State and Zip Code.

We will be happy to add more. Just send us an E-Mail.

Choose the set you require using the Field Names command from the Options menu.

How do I Change the Compliments Slip Format?

You can do this from the Compliments Slip Format command in the Options menu or using the Format button on the Write Other dialog, when Compliments Slip is selected.

More details are given in the section on Writing Other Documents.

How do I Change the E-Mail Format?

You can do this from the E-Mail Format command in the Options menu or using the Format button on the Send E-Mail dialog.

More details are given in the section on Sending E-Mails.

How do I Change the Fax Format?

You can do this from the Fax Format command in the Options menu or using the Format button on the Send Fax dialog.

More details are given in the section on Sending Faxes.

How do I Change the Letter Format?

You can do this from the Letter Format command in the Options menu or using the Format button on the Write Letter dialog.

More details are given in the section on Writing Letters.

How do I Change the Order in which Names and Addresses are Shown?

The Names and Addresses are normally listed as Name/Company and in that order. Thus, John Smith of XYZ Widgets Inc. will be listed as John Smith/XYZ Widgets Inc.

This order can be changed using the List Order command in the Options menu.

Five possibilities are provided :-

Choose the one that is best for you!

This order will be applied to the Edit, Print, Use Phone Book and Distribution dialogs.

How do I Enter My User Details?

These are entered using the User Details command in the Options menu.

User Details

Just enter and edit each of the fields.

Note that these fields are used to automatically generate letterheads and faxes.

How do I Set Measurements to Imperial or Inches?

Choose the Imperial - inches sub-option in the Measurement command in the Options menu.

How do I Set Measurements to Metric or Millimetres?

Choose the Metric - millimetres sub-option in the Measurement command in the Options menu.

What is a User Profile?

AddressWise allows more than one User Profile.

Each User Profile holds all the User and Format details for a User. Thus, if you want to use AddressWise for both business and personal use, you should set up two User Profiles.

Use the User Profiles command in the Options menu to set up or choose a User Profile.

User Profile

Use the Open, Add New and Delete commands to open a profile, create a new one or delete one that is no longer needed. User is used to change the User Details.

Note that you can also change the current User Profile, when you are sending an E-Mail or a fax, or writing a letter.

The current profile is always shown on the title bar of the main AddressWise dialog.

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Copyright 1998 by James Miller of Daisy Analysis