Chapter 5 Managing Business Cards
5-1
Chapter 5 Managing Business Cards
The management functions of WorldCard allow you to categorize contacts, send e-mail
by contact or group functions, add new cards to a group, import cards from other sources,
search cards by various data fields, encrypt files to protect your card database, print cards,
export the database to other applications and synchronize your card information with other
software applications.
5.1 Categorizing Cards
The WorldCard software allows you to manage your business cards by storing them in
the category groups. After installing your WorldCard software, you will find two default
categories on the management page: the
All Records
category and
Unfiled
category. You
can add as many user-specified categories and sub-categories as you choose to manage your
business cards.
5.1.1 Categorizing from Management Page
Each card, in addition to being categorized by last name, can also be categorized
with our own individual settings so that you can efficiently manage numerous cards in
your WorldCard database. From the WorldCard
Management
pane, highlight the card
information you want to categorize, drag it directly into a specific category type under the
Category
list on the left side of the management window.
Tips:
1. Cards in each category can be easily moved from one category to another by dragging.
2. Each card can belong to a main category and numerous sub-categories. For example,
Bruce is a vendor of your company and your classmate. You can drag his card into ven-
dor category and then, drag his card into the classmate category from the
All Records
category. The first category you drag Bruce’s card to will become the main category for
his card entry.
Summary of Contents for WorldCard Color
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