Preferences

1. Select Preferences from the Outlook bar on the left hand side.
2. Select Quick Entry from the expanded selection. 

1. The Quick Entry screen will be displayed 
2. Select Appointment Tick Box  from the drop down list under Categories  

1. A list of existing values will be displayed: 
2. Click on the entry that needs amending. 
3. Click on the Edit pencil 

1. Amend the name in the Label field  
2. Click on the Save button  

1. The corrected Appointment Tick Box label will be displayed in the list on the left hand side. 
2. Click on the Close button 

1. Select Preferences from the Outlook bar on the left hand side. 

1. Select Quick Entry from the expanded selection. 

The Quick Entry screen will be displayed 

Select Depth from the drop down list under Categories  

A list of existing values will be displayed.  

Click on the New button  

Type in the new Depth in the Depth field  

Click on the Save button  

The new Depth will be added to the list on the left hand  

Repeat the previous 3 steps to add another new Depth.  

1. Select Preferences from the Outlook bar on the left hand side.
2. Select Quick Entry from the expanded selection. 

The Quick Entry screen will be displayed 

Select Length from the drop down list under Categories  

A list of existing values will be displayed.  

Click on the New button  

Type in the new Length in the Length field  

Click on the Save button  

The new Length will be added to the list on the left hand side 

Repeat the previous 3 steps to add another new Length.  

Click on the Close button 

Select Preferences from the Outlook bar on the left hand side. 

Select Quick Entry from the expanded selection. 

The Quick Entry screen will be displayed 

Select Width from the drop down list under Categories  

A list of existing values will be displayed.  

Click on the New button  

Type in the new Width in the Width field  

Click on the Save button  

The new Width will be added to the list on the left hand side 

Repeat the previous 3 steps to add another new Length.  

Click on the Close button 

Select Preferences from the Outlook bar on the left hand side. 

Select Quick Entry from the expanded selection. 

The Quick Entry screen will be displayed 

Select Denomination from the drop down list under Categories  

A list of existing values will be displayed.  

Click on the New button  

Type in the new Denomination in the Denomination field  

Click on the Save button  

The new Denomination will be added to the list on the left hand side 

Repeat the previous 3 steps to add another new Length.  

Click on the Close button 

Select Preferences from the Outlook bar on the left hand side. 

Select Quick Entry from the expanded selection. 

The Quick Entry screen will be displayed 

Select Diary Status from the drop down list under Categories  

A list of existing values will be displayed.  

Click on the New button  

Type in the new Diary Status in the Diary Status field  

Click on the Save button  

The new Diary Status will be added to the list on the left hand side 

Repeat the previous 3 steps to add another new Diary Status.  

Click on the Close button 

NOTE:  It is helpful to organise music into categories according to its genre e.g.  Popular, Classical… This makes selection of the music for a service easier. Follow the notes below if you wish to add a new category.  

1. Select Preferences from the Outlook bar on the left hand side.
2. Select Quick Entry from the expanded selection. 

1. The Quick Entry screen will be displayed 
2. Select Media Category from the drop down list under Categories  

1. A list of existing Categories will be displayed.
2. Click on the New button  

1. Type in the new Category in the Media Category field
2. Click on the Save button  

Click on the Close button 

NOTE –These entries will allow you to order service events for the Music List.  

Each Media event should be created with a numerical prefix according to where in the music list it should appear.  

1. Select Preferences from the Outlook bar on the left hand side. 
2. Select Quick Entry from the expanded selection. 

1. The Quick Entry screen will be displayed 
2. Select Media Event from the drop down list under Categories  

1. A list of existing values will be displayed.  
2. Click on the New button  

1. Type in the new Media Event  in the Service Event field  
2. Click on the Save button  

1. The new Service Event will be added to the list on the left hand side  
2. Repeat the previous 2 steps to add another new Service Event. 
3. Click on the Close button 

NOTE: Follow instructions below to add  CD, DVD, Wesley, Organ and any other medium required.  

1. Select Preferences from the Outlook bar on the left hand side. 
2. Select Quick Entry from the expanded selection. 

1. The Quick Entry screen will be displayed 
2. Select Media Type from the drop down list under Categories  

1. A list of existing Media types will be displayed.  
2. Click on the New button  

1. Type in the new Media Type  in the Media Type  field  
2. Click on the Save button  

Click on the Close button 

Select Preferences from the Outlook bar on the left hand side. 

Select Quick Entry from the expanded selection. 

The Quick Entry screen will be displayed 

Select Occupation from the drop down list under Categories  

A list of existing values will be displayed.  

Click on the New button  

Type in the new Occupation in the Occupation field  

Click on the Save button  

The new Occupation will be added to the list on the left hand side 

Repeat the previous 3 steps to add another new Occupation.  

Click on the Close button 

Select Preferences from the Outlook bar on the left hand side. 

Select Quick Entry from the expanded selection. 

The Quick Entry screen will be displayed 

Select Title from the drop down list under Categories  

A list of existing values will be displayed.  

Click on the New button  

Type in the new Title in the Title field  

Click on the Save button  

The new Title will be added to the list on the left hand side 

Repeat the previous 3 steps to add another new Title.  

Click on the Close button 

Select Preferences from the Outlook bar on the left hand side. 

Select Quick Entry from the expanded selection. 

The Quick Entry screen will be displayed 

Select Transfer of Rights from the drop down list under Categories  

A list of existing values will be displayed.  

Click on the New button  

Type in the new Transfer of Rights in the Transfer of Rights field  

Click on the Save button  

The new Transfer of Rights will be added to the list on the left hand side 

Repeat the previous 3 steps to add another new Transfer of Rights.  

Click on the Close button 

NOTE: Appointment tick boxes are customisable and allow you to note additional circumstances for each booking.  For example Curtains are to remain open; the applicant has said no to literature; Metals are to be returned to the family; a donation box is required; a large coffin is required or large attendance is expected.  

1. Select Preferences from the Outlook bar on the left hand side. 
2. Select Quick Entry from the expanded selection. 

1. The Quick Entry screen will be displayed 
2. Select Appointment Tick Box  from the drop down list under Categories  

1. A list of existing values will be displayed: 
2. Click on the New button  

1. Type in a name for the new appointment tick box in the Label field 
2. Enter the next order number for the new label 
3. Type in the circumstances when the tick box will be checked in the Text checked field 
4. Type in the circumstances when the tick box will be left unchecked in the Text un-checked field 
5. Click on the Save button  

1. The new Appointment Tick Box will be added to the list on the left hand side. 
2. Click on the Close button 
3. NOTE: Follow these instructions to use the tick boxes for a booking Check An Appointment Tick Box For A Booking  

1. Select Prefences from the Outlook bar on the left hand side 
2. Select System from the expanded selection. 

The System Settings screen will be displayed 

1. Click on the Miscellaneous tab  
2. Click on the Edit Pencil  

1. Select Manual from the list for Number Generation  
2. Click on Save 
3. Click on the Close button 

1. Select Preferences from the Outlook bar on the left hand side 
2. Select System from the expanded selection. 

The System Settings screen will be displayed 

1. Click on the Miscellaneous tab  
2. Click on the Edit Pencil  

1. Select Automatic from the list for Number Generation 
2. Click on Save 
3. Click on the Close button 

Select Prefences from the Outlook bar on the left hand side. 

Select System from the expanded selection. 

The System Settings screen will be displayed 

Click on the Finance tab  

Click on the Edit Pencil  

Click in the Prompt For Main Location box  

Click on Save 

Click on the Close button