The Main Menu
1.
The main menu displays a list of all accounts. The most common commands are
available by right-clicking in the account list area. Right-click on the status bar at the
bottom of the window for task related commands.
Some of the commands allow you to act upon one or more accounts. Select one
account by simply clicking on it. Select multiple accounts by shift-clicking (range)
and/or control-clicking (individual).
The accounts can be sorted by clicking on a column header. Column order can be
changed by dragging column headers to different positions.
Sorting is a very important function as it allows you to list related accounts together
for group operations. If you plan to update a group of accounts with the same file
on a regular basis, you should give these accounts similar names such as “Acme
Corp. - CA”, “Acme Corp. - NY” and etc. When you sort on Account Name, these
accounts will be listed together for you to range select.
The program is very user friendly and intuitive to use. All you need to do is to set up
accounts first then set up tasks for these accounts. The tasks are displayed on the
screen with such details as start time, end time, file name and status (result). If a
task failed for some reason, the entry will be in red until you clear the task. You can
also sort on the Status column so that all failed accounts will be listed together for
you to examine.
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