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The Set Primary function allows a list item to be set as the primary item in a list. Thebutton is located in the toolbar but may also be located in the toolbar area of a dialog.

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Info
titleExample
A job may contain two contacts, a husband and wife. One of these contacts can be set as the primary contact. In this instance, the primary contact would be the first person contacted for any communication.

Spelling Checker

The spelling checker is used to check any text entered into notes, descriptions, or comments fields. It is important that any entered text is checked to ensure that all documents are correctly spelt.

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The spelling checker can only be used in Edit mode.

Using The Spelling Checker

  1. Enter text into a notes, description, or comments field.
  2. From the toolbar, click . When a possible spelling problem has been found, the Check Spelling dialog will be displayed.
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  3. If the word is a name and not known to the dictionary, click Ignore or Ignore All.
    OR
    If the word is a term or other word that should be in the dictionary, click Add.
    OR
    If the word has been misspelt, select the correctly spelt word from the list of suggestions then click Change.
  4. Continue until all incorrect words have been corrected and/or updated. The Check Spelling dialog will automatically close when the spell check has been completed.

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