Insurance companies table

    This is the list of insurance companies for use in the combo boxes where the user needs to enter or to choose an insurance company. The database has fields for the office address, phone and fax numbers. This database can also be used to create a mailing list out of the insurance companies names.

     When you click on the drop-down menu "Insurance Companies..." under "Tables", a dialog window like the next one will appear:
 


In this window, you find the following controls:

Modify button

     Once granted the appropriate right, select the insurance company record and click the "Modify..." button or double click the line where your selection is and a dialog box will appear to modify the records. The ID "Code:" cannot be changed; too much data is linked to this ID to permit a change. Be sure to click the "Save" button in order to secure your change.
 


Add an Insurance company...

     You can add an insurance company record by clicking on the "Add a Company..." button at the bottom right corner of the window.
 


  The "Add a Company..." button is similar to the "Modify" button, but it will bring up a dialog box with empty fields. From there, you can use "TAB" or "Shift + TAB" to move to the next or previous field.

     The Code ID MUST be unique. If you change the automatic ID supplied by FertiSoft, the code you enter must not already exist in the database. If it does, the "Save" button will be disabled and the red message will appear:
 


Close this window

     The Quit button is used to close the insurance companies dialog window. It is located just to the right of the "Add" button. It acts in the same manner as the " X " in the upper right corner of the window.


Data browser

     The data browser is the data container where you can browse the insurance company records. It contains column for IDs, company's name, contact person, phone number and extension. You can navigate in the database and find the record you are searching for. Once you found it, you can select it with your mouse. Or you can double click on it to activate the "Modify" function for this record. When you change the display order, the column header that the order is active will turn yellow.


Search control

     This control gives you the power to search the insurance companies database. It is linked with the "List by..." control; if the list by code is selected, the search will be applied on the ID code field, if the list by Comp. Name is selected, the search will be applied on the insurance company name field.

     The search is incremental, you type letters and the browser will move to the nearest match to narrow your display to your search criteria.

If your search is not found, the following message will appear:


List by... control

     This control is to select the display order in the browser and also to select the search order in the search control. If you select "List by Code", the browser will show the insurance companies listed by ID code order. If you select "List by Comp. Name", the browser will show the insurance companies listed by name ordered alphabetically.


Listing

     You can print a insurance companies listing by clicking on the "Listing..." button. First, you need to confirm the printer that will be used if you print the listing. This is done in the Choose printer dialog window. This is useful if you want to change the target printer or change some of the printing parameters (See Printing Dialog). After pressing the "OK" button, the process will build the listing in the computer memory. FertiSoft will bring you to the print preview screen where you can visualize the listing as if it were on paper. From this preview, you can then decide to print it on paper or not.

     The layout on this listing is data retrieved from the insurance companies database. You have useful information on this listing, from left to right:

  • Company's ID
  • Name
  • Address
  • Contact person
  • Phone number and extension

     For complete information on how the preview window works, See Preview Window.
 


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