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Getting around Talentproplus

In each functional area, the green plus sign buttons plus-icon.jpg open a Details dialog box that lets you add a new Contact, Project, Booking, and so on. In this dialog box you can:

  • Click Done to complete any action.

  • Click the red delete-icon.jpg only if you mean to delete the whole thing.
    The system asks if you're sure you want to delete the item. Click Delete to confirm, or Cancel to return to the dialog box.

  • Click x to close the dialog box without saving changes.

These symbols appear through the system:

Select from a drop-down list

Open the corresponding record

edit-pencil.jpg

Edit the entry on this line.

date-button.jpg

Calendar

Add this casting director to Call Log (see Managing Projects)

Link-icon.jpg

Link a contact to a company.

You can also use the mouse scroll wheel to move through your contacts, projects,  etc. one at a time.

 

Type Ahead and Drop-down lists

Some types of information are added to a record from a drop-down list. These lists are marked with a symbol.

When you start typing in the field, the system suggests a word or phrase you might intend. You can press Enter to select the suggestion or keep typing.

In this kind of field, every time you enter something new, you also add it to the drop-down list. Click in the field to choose from the complete list or just start typing. To modify an entry, click Edit.

Context menus

Click the right (secondary) mouse button anywhere in the grey area to open an editing menu: cut, copy, or paste, duplicate or delete the open record.

Sidebar

The sidebar controls let you add, delete, and search in whatever part of the database you are using. If you’re in Projects it looks only at projects; if you’re in Contacts, it looks only at Contacts, and so on.

AddNew.jpg

Create New. If you’re in Projects, it creates a new project. If you’re in Contacts, it opens a new blank contact record, and so on.

delete_button.jpg

Delete. Deletes the current record.

FindRecord.jpg

Find. Searches for a record based on choices you make. Look for a single record or a group.

ShowAllRecords.jpg

Show all. Restores the complete list

List view. Displays all the records in this area as a list.

Duplicate. Gives you a duplicate record that you modify to avoid  creating a new one from scratch.  Letters and Bookings, only.  

VCRcontrols.jpg

VCR controls. Shows which record you’re on of how many, go to previous and next, first or last.

Using the list view

 

When you search for records, you may generate a long list, especially if there have been a lot of revisions and additions. The message under the VCR controls shows you how many records were found.  See Using the list view

Styling text

To change font, size, style or text color in a data field:

  1. Right-click to open the context menu.

  2. Select any option.

- or -

Open the Format menu on the FileMaker Pro menu bar and select any option.

Spell check

 

This is a FileMaker feature that lets you check the spelling of the current record or

  1. On the FileMakerPro menu bar, click Edit then choose Spelling from the menu.

  2. Choose Check Selection, Check Record, or Check All, as appropriate.

  3. Click Done when you’re finished.

Copy or move a record

This shortcut lets you create a new record (contact, project, etc.) or copy, duplicate, or delete it.

Right click anywhere in the grey areas of the record to open a menu.

 

Sorting records

You can arrange your lists in almost any way you want. Just make sure you’re displaying the type of records you want to sort: Contacts, Projects, Bookings, etc.

To sort records  by a single field:

  • Right-click in the desired field.

Here’s an example of sorting Contacts according to name and department.

  1. Right click anywhere in the grey areas of the record to open a menu, and select Sort Records.

  2. To sort the list according to department, select Dept in the left-hand box and click Move.

  3. To make sure the people in each department are arranged in alphabetical order, select Name_Last and click Move.

  4. Now that both parameters are in the Sort Order box, click Sort.
    Now when you list or print out your contacts, they are arranged in the order you selected.

  5. To return the list to the original order, open the right-click menu again and click Unsort.

 

See:

 Using the list view