Point User Guide 447
Copying, deleting, and sorting records
4 When you are finished editing the record, you can do one of the following actions:
• Click Save & New to create a record
• Click Print to print the record
• Use the arrow buttons to navigate to other records to edit
• Click Save & Close to exit the Cardex Record dialog box.
Copying, deleting, and sorting records
Use the toolbar in the Cardex Database (Browsing for all records) dialog box to
copy, delete, and sort Cardex records.
Copying records
To copy a Cardex record:
1 Select Utilities > Cardex Database to open the
Cardex Database (Browsing for
all records
) dialog box.
2 Select the record you want to copy and click Copy.
The copy of the record is inserted at the bottom of the list. The original record remains
intact.
3 Open the copied record and edit as needed.
Deleting records
To delete a Cardex record:
1 Select Utilities > Cardex Database to open the
Cardex Database (Browsing for
all records
) dialog box.
2 Select the record you want to delete and click Delete.
The selected record is deleted from the database.
Sorting records
To sort the Cardex database:
1 Select Utilities > Cardex Database to open the
Cardex Database (Browsing for
all records
) dialog box.
2 Click a column heading to sort the records by that column.
For example, to sort the database by company, click Company at the top of the
company column.
The database is sorted by company name.
Related information
For more information about how to create a Cardex category, refer to
Creating categories, on page444.
Caution
Use caution when deleting records from the database. Point does not
have a recycle bin.
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