C
PMM Main Menu C Data Entry
C Owners (C = click)
You will find a blank
screen when you enter your first owner. For each additional owner
C
Insert (upper tool bar) and
C
New Record
Suggestion:
Until you are familiar with PMM+ go from one field to the next with the
TAB key on your keyboard.
Suggestion: The
more information you enter in PMM+ the easier it will be for you to
serve your client in a timely and more efficient manner!
VERY IMPORTANT:
The first field is OWNER ID: This
cannot be changed after you leave the field and will stay in
your computer for the next couple of years!
Make sure that you
choose a system of identification that will allow you to find this owner
in the future without lists. Generally use the family name and the first
initial. (Note: Do not use spaces, periods,
dashes and signs of any kind.)
The Owner ID will
convert automatically to upper case letters, even if typed in lower
case. Refrain from the use of codes or numbers like most accounting
systems require! Codes and numbers were the basis for the DOS
system and are indicative of the “old” system. Make sure the chosen
ID is right before moving to the next field.
Using the
TAB Key, move to each
additional field and fill in the blanks.
The Contact field
could be used for the person that you speak with most frequently. For
example, (if the owners are John and Carla Smith and Carla is
the person you usually speak with, you might put just Carla’s name in
the Contact field).
Leave
the Country field blank if the owner’s residence is in the USA. Fill
this field in only if the owner lives outside the United States.
You can enter as many
phone numbers as you like. To add a line in the phone field use
Control+Shift.
Have the owner’s SSN
available and enter it in the TaxID field. Every January you will be
very happy to have all this information!
Enter important notes
concerning the owner in the Notes field and for an effective track of
all contacts, keep the contact log updated. In case of controversies,
these notes can be an accurate source of information.
Don’t forget to
save your information by
C
on the gray left bar!
Congratulations,
you entered your first owner!
PMM+ is relational
data software based on MS Access You will find a function on the
left corner of your tool bar called Form Sheet View and one
called Data Sheet View. C on
Data Sheet view and you will find a spreadsheet containing all
information stored in this feature. If you have installed a full
version of MS Access 2007 you will be able to hide or unhide columns
on this spread sheet by C on
Format on the upper tool bar and C
on Unhide Columns will open a window with all available
columns. Check the columns you would like to have and uncheck the
columns you don’t need. When you close the spreadsheet, the
information will automatically go back to the way it was.
b.
Is there any way to sort data on the Data View Sheet?
Select the column
containing the part of data that you would like to sort and
C on the Sort Ascending or Sort Descending (A - Z or Z -
A). As soon as you close, the data sheet view will restore
automatically to the default set up.
c.
How do I find a specific owner?
Find Function:
C
Find function in the upper tool bar (Binoculars).
When PMM+ is opened for the first time each day, you must modify
this function in the following way: After you
C on the binoculars and the Find
and Replace box is open, C on
the dropdown located to the right of Start of Field and choose
instead, Any Part of Field. Place the cursor with the mouse on the
required field. Return the cursor with the mouse to the Find What
field and type the first two or three letters of the item you are
looking for or the number assigned to the item in the case you have
used numbers.
C
on find next button and you will have the needed feature
on your screen. If there are several items starting with the same
letters or numbers, C
again on Find Next until you find the needed information.
