Mr. Appell-
>>No - I'm talking about when you click the Attach button when you either add or edit a name. The button located to the far right of the FirmName.
Well, we're talking about the same thing, that's a plus. Just making sure.
>>Ahh - then if there are - they have been entered in the FirmName section. For example: you may see Jon Doe or maybe Jon Doe Law Offices. Where they have entered the name in either or both the First and Last name as well as the FirmName. I have a feeling they probably have entered the name in BOTH spots which would explain EVERYTHING.
Come on, I'm not that slow. (At least, I hope I'm not). Just to give you a practical example: There is a firm, Hanna, Brophy, et al. Huge firm, multiple locations, who knows how many attorneys all together. Let's say a new attorney starts working there (let's call her X). I open a new card, fill in the PERSONAL information in the LIGHT GRAY area.
Then I click the Attach button (right of Firm Name) and a list pops up. I want to attach to the Hanna Brophy card in Oakland, let's say. So I type in Hanna and hit enter. I can then scroll through a big list of Hanna Brophys. There are many, because our rolodex is still messy from the update.
The left most column will have a list of FIRM names, and then the following columns will have info like address, city, and phone numbers. But the RIGHT most column (labeled 'Name') has names of people. Individuals.
If I double click one of these 'Names'(let's say Y, who happens to be attached to FIRMCARD F), X will be attached to FIRMCARD F. All personal information on X will be perserved. And, if you look up Y in the rolodex, all of Y's personal information will be perserved, and Y will still be attached to FIRMCARD F.
If I wanted to repeat this procedure with atty Z who works at the same firm, Y might be listed under the names column. Or maybe it would be X. That's what I mean by disappearing.
Honestly, at this point I'm not sure what way is up. I understand what you're saying, but it doesn't seem to click with what I'm seeing on the screen. The names in the last column are personal names that are not integrated in any way shape or form when you attach the card. The system works, but I'm curious what procedure I should tell the staff to use when attaching to Firmcards, as they get frustrated when things don't work the same way each time. I want to know the significance of the last "Name" column and what names are selected to be in the name column.
My personal theory is that the system pulls the first CARDCODE which is attached to any given FIRMCODE. All subsequent CARDCODEs with the same FIRMCODE are ignored. I've noticed that the CARCODEs that DON'T disappear are ones with lower CARDCODE numbers, i.e, the first ones that the utility would come across when compiling a list. All subsequent CARDCODES would those be ignored because they are attached to the same FIRMCODE.
Does any of this make sense? Geez...these get longer and longer, don't they...
Joshua Morgan
Rolodex - Attach
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Michael Appell
Re: Rolodex - Attach
Okay.....now I'm following you 100%. I had TOTALLY forgotten about the Name in the far right column. Frankly, you probably feel for the most part it does not even need to be there at all. A long time ago, one of the law firms out there asked me to add the name and that it would be useful to them and I have no idea why.
For the most part, your staff should not even need to look at the personal name at all when attaching a firm. All they really need is the firmname and the address.
2. The system works, but I'm curious what procedure I should tell the staff to use when attaching to Firmcards, as they get frustrated when things don't work the same way each time.
They don't need to look at the personal name at all. They would need to probably scroll right to view that anyways (which is part of the reason it's all the way to the right).
3. I want to know the significance of the last "Name" column and what names are selected to be in the name column.
The significance is that there was a law firm a while back who requested it and I can't remember the name of the firm or what their reason was.
You are right in that the concept is not really important for the Attach function. A1-Law simply searches for ANY attached name it can find and just displays one so it will be somewhat random as to which one is displayed at this time. However, I am working on completely overhauling the entire rolodex anyways to make it even easier to use and more flexible.
4. My personal theory is that the system pulls the first CARDCODE which is attached to any given FIRMCODE. All subsequent CARDCODEs with the same FIRMCODE are ignored.
You are on the right track. In general, it's really where the name is physically located in the file. It finds the first one. Usually, this will also correspond to the first card code since they are usually located first in the file. But, sometimes, if a name is deleted, a new entry may have a cardcode that is physically located in the file before other cardcodes. So, all of this is somewhat academic more than anything else. Also, why bother wasting time scrolling right anyways? I suppose it's more of a question that raises curiousity for the observant users.
5. I've noticed that the CARCODEs that DON'T disappear are ones with lower CARDCODE numbers, i.e, the first ones that the utility would come across when compiling a list. All subsequent CARDCODES would those be ignored because they are attached to the same FIRMCODE.
Yes - as I mentioned above, in general you are right but that is only because they are found first because they are usually located first in the file. But, when a card is deleted and a new cardcode (which of course has a greater value, is entered, then it will be foudn first.
6. Does any of this make sense? Geez...these get longer and longer, don't they
Yes - it looks like we finally have an answer for them and soon they will be treated to an even better rolodex system.
Mike
For the most part, your staff should not even need to look at the personal name at all when attaching a firm. All they really need is the firmname and the address.
2. The system works, but I'm curious what procedure I should tell the staff to use when attaching to Firmcards, as they get frustrated when things don't work the same way each time.
They don't need to look at the personal name at all. They would need to probably scroll right to view that anyways (which is part of the reason it's all the way to the right).
3. I want to know the significance of the last "Name" column and what names are selected to be in the name column.
The significance is that there was a law firm a while back who requested it and I can't remember the name of the firm or what their reason was.
You are right in that the concept is not really important for the Attach function. A1-Law simply searches for ANY attached name it can find and just displays one so it will be somewhat random as to which one is displayed at this time. However, I am working on completely overhauling the entire rolodex anyways to make it even easier to use and more flexible.
4. My personal theory is that the system pulls the first CARDCODE which is attached to any given FIRMCODE. All subsequent CARDCODEs with the same FIRMCODE are ignored.
You are on the right track. In general, it's really where the name is physically located in the file. It finds the first one. Usually, this will also correspond to the first card code since they are usually located first in the file. But, sometimes, if a name is deleted, a new entry may have a cardcode that is physically located in the file before other cardcodes. So, all of this is somewhat academic more than anything else. Also, why bother wasting time scrolling right anyways? I suppose it's more of a question that raises curiousity for the observant users.
5. I've noticed that the CARCODEs that DON'T disappear are ones with lower CARDCODE numbers, i.e, the first ones that the utility would come across when compiling a list. All subsequent CARDCODES would those be ignored because they are attached to the same FIRMCODE.
Yes - as I mentioned above, in general you are right but that is only because they are found first because they are usually located first in the file. But, when a card is deleted and a new cardcode (which of course has a greater value, is entered, then it will be foudn first.
6. Does any of this make sense? Geez...these get longer and longer, don't they
Yes - it looks like we finally have an answer for them and soon they will be treated to an even better rolodex system.
Mike
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Joshua Morgan
Re: Rolodex - Attach
Mr. Appell-
As much as I'd like just to move on with my life...One final issue. Our rolodex is in such a state that we can hve dozens of identically named firms, at identical addresses. This is due to the carryover from File Manager. Now, We want to make full use of the system, so we've been trying to consolidate firms as well as people. Since the "attach" dialog box doesn't list Firmcodes (a feature I personally would like) we have no way to tell the firms apart, except by name. i.e. if we can find a name that we know is attached to the right firmcard, then we can safely attach to the correct firmcard. So, if you could attach by firmcard number, that would be great, and in many ways easier from our perspective: Just type in the right number. But until then or until our rolodex is completely consolidated, the name column serves us a very useful purpose.
Joshua Morgan
As much as I'd like just to move on with my life...One final issue. Our rolodex is in such a state that we can hve dozens of identically named firms, at identical addresses. This is due to the carryover from File Manager. Now, We want to make full use of the system, so we've been trying to consolidate firms as well as people. Since the "attach" dialog box doesn't list Firmcodes (a feature I personally would like) we have no way to tell the firms apart, except by name. i.e. if we can find a name that we know is attached to the right firmcard, then we can safely attach to the correct firmcard. So, if you could attach by firmcard number, that would be great, and in many ways easier from our perspective: Just type in the right number. But until then or until our rolodex is completely consolidated, the name column serves us a very useful purpose.
Joshua Morgan
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Michael Appell
Re: Rolodex - Attach
1. Firmcodes (a feature I personally would like) we have no way to tell the firms apart, except by name.
You should also be able to tell them apart by the address. If they are similar, it doesn't matter because I'll be coming out soon with more "clean up" utilities.
2. So, if you could attach by firmcard number, that would be great
I'll make a note of that.
Mike
You should also be able to tell them apart by the address. If they are similar, it doesn't matter because I'll be coming out soon with more "clean up" utilities.
2. So, if you could attach by firmcard number, that would be great
I'll make a note of that.
Mike