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FAQs: Technical/Security
People Tab
The People Tab is where you can create and manage lists of people.
Click on the purple heading for more information. Double click on video for a larger view.
A few features of the People Tab
Filter and Create
Edit and Print Buttons
Check and UnCheck
Individual Card Options
- On left hand side of the screen, click on CREATE in the Filter | Create shelf to either enter a single person. Using Bulk Entry you can enter a list of names from a roster and tag the group so you can recreate it later.
First, find the little Edit icon just above list on the top right next to Print. Click on this icon to select the field or column labels that you want to enter. You can re-arrange the order in the list view by dragging the field name to the location you wish.
Now, use the tab button to quickly enter as many names as you wish. Give each the same Tag if you want to re-create this group in the future. For example, when I entered in the roster from my daughter's second grade class, I gave each name in the group a tag called SF 2nd Grade. After I saved the list, I could click the Tag (found on left side of screen in the Filter | Create shelf) to display only those names which were tagged this way when I was ready to send out the birthday party invites for her class. Find more information under Tagging in FAQs.
2. At the top of the list view in People are a number of different ways to help you manipulate and see the information.
You can manually check any number of boxes in front of names, or elect to Select All or Deselect All.
Then, you can Show ALL, just those checked or just those unchecked. And, you can Tag all of the contacts that you have displayed using the Tag Selected icon.
Or, you can use the By: ___ to display all contacts starting with a certain letter of the alphabet.
3. You can see the details of any card by either double clicking on it in the list view or searching for it using the Search Field. Once a Card is displayed, you can choose to Delete, Download, Send, Edit, Print or Close to return to the List View.
Delete permanently deletes the contact from your database. It cannot be reversed!
Download will create a vCard on your desktop which can be sent to another person or imported into another program. vCard is a standard file name for contact type data.
Send allows you to name a person to send an email with the vCard attached. If you give the system the email address, PlumLife will send the email for you.
Edit offers you a myriad of fields to fill in if you want. None are required. Click the various + buttons to expand for more fields.
Print will print out a copy of the individual card as you see it in view on the screen.
Close returns you to the list view of people.
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