Each Contact can be assigned to one or more Keywords, either from this browse box or while editing a Contact. A Keyword is a word or phrase you use to group Contacts together which have a similar feature. For example, you may create a Keyword called Medical and assign all your contacts in the medical forms business to this Keyword.
Once you have assigned your contacts to their Keywords, you can then print reports, labels, or generate form letters and mail merges for all Contacts sharing the same Keyword in one step.
This browse is accessed through the Contacts Main Menu.
KEYWORDS ARE MORE FLEXIBLE THAN CATEGORIES!
Of course, you can also simply use the four CATEGORY fields for each Contact to group your contacts. However, Keywords offer a lot more flexibility. First, because you are not limited to only four ways to categorize your Contacts. A second reason may be less obvious: validation. If you use the CATEGORY fields you are asking everyone in your office(s) to use the CATEGORY field in the same way and to spell your identifiers in the same way. For example, if one person uses CATEGORY #1 as DOCTORS and another person types in DOCTOR, you could easily miss several Doctors when attempting to run a Query of all such Contacts. In short, when you use Keywords, you never have to worry about spellings!
Special Buttons
| [Print] | This button lets you print the following:
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Special Browse Columns
| NUMBER OF CONTACTS | The total number of Contacts assigned to this Keyword. |
