BOOKS™ Manual

Edit an account
To edit an existing account page, click on Accounts to display the Accounts menu. Use the arrow keys to move the highlight to Edit Account and click on OK or press Enter. The Select an Account screen will pop up. The account for the order you had highlighted on the Main Screen will be highlighted. If this is not the account that you wish to edit, use the mouse or the arrow keys to move the highlight to the desired account. Click on OK to see all account information and make desired changes.

Note that you can designate an account as inactive or closed by simply changing a check box. Since

you wish to keep account records of accounts that are closed for compliance purposes, you should not delete an account page just because an account has been closed. You probably, however, would not want to send mailings to that account. Designating an account as closed or inactive eliminates it from your mailing label list.
To make changes, click on the data field you want to change. Click to place a dot in the Conservative, Moderate or Aggressive fields. To delete the contents of a field, press Ctrl+Y. When you have finished making your changes, click on OK. You will be returned to the Main View Screen. If objectives change, you must type a P or S in the field to indicate whether the objective is Primary or Secondary.

View an account
To View an existing account page, click on Accounts to display the Accounts menu. Click on View Account. The Select an Account screen will appear. The account for the order you had highlighted on the Main View Screen will be highlighted. If this is not the account that you wish to view, use the arrow keys to move the highlight to the desired account, or click on it with your mouse. Then click on the Details button. The full account page will then be displayed