WinMate Tandy 3200 (250-1633) Profiler Faxback Doc. # 3206 Use the Profiler application to enter the name of each person who uses WinMate. Profiler keeps track of specific information about user such as travel, hobby, and work information. From the In Charge desktop, double-click on the Profiler icon. When you open Profiler for the first time, the Create a New User dialog box appears. Once you have added a user to Profiler, this dialog box no longer appears when you open the application. To add subsequent users, click on the New User Icon in Profiler, or select New User from the User from the User menu. Your nickname (or first name if a nickname was not entered) appears below a picture icon on a Profiler screen similar to the one that follows: You can customize the picture icon using Open User from the User's menu. For more information, see the on-line help. Profiler stores specific information about each new user. In addition to the name and birth date you enter when creating a user record, you can also add such information as hotel/rental car preferences and frequent travel numbers, clothing sizes, and work information (such as address and job title). From the Users menu you can create a password for yourself to protect any personal information you may want to store. Protecting information After you have entered yourself as a user in the Profiler application, you can select yourself and sign on as the current WinMate user. You can enter personal information and designate that information as protected - available only to a user signed on as you. If you create a password, the password is necessary to sign on. Any private information is then password-protected. On the other hand, if other WinMate users want to check information about you in Profiler, they can see any information that you have not protected. For example, if Austin wants to see Will's clothing size information so he can buy a gift, Austin could highlight Will in Profiler and then select Will's clothing information, unless Will has specified clothing as protected. Using the Super User Password In addition to individual passwords for each user, you can set up a super user password that you can type in any password field to access protected information. The super user password is set by the first user to set it. After that, any user wishing to change the super user password must know the current super user password. The super user password is particularly useful if a user forgets an individual password. Simply sign on as that user using the super user password. Under Set New Password the current user's password is displayed. Choose Set Super User Password from the User's menu. The password and super user password are case sensitive - If you create a password with capital letters, you must enter the password in capital letters for it to work. Getting Help for Profiler On-line help contains detailed information about accomplishing tasks in Profiler. Some of the main activities are covered in the topics below: Create a New User. Change the Current WinMate User. Add a Password. Profiler Quick Reference Add Account Information 1. Double-click on the Accounts icon. The Accounts dialog box appears. 2. At the Account: prompt, type the name of the account you want to add. 3. At the Acct. # prompt, type the account number. 4. At the Address: prompt, type the street address or P.O. box number for the company with which you have a account. 5. At the City: prompt, type the city for the address. 6. At the State: prompt, type the state abbreviation for the address. 7. At the Zip: prompt, type the zip code for the address. 8. At the Phone: prompt, type the telephone number for the company with which you have a account. 9. At the Notes: field, type any notes you want to add about this account. 10. [Optional] If you want to continue to add any information in your accounts notebook, click on New. 11. Click on OK. Add Airline Information 1. Double-click ib the Airlines icon. If you have not added the Airlines icon, see Add Information Area for instructions. Use the key to move from one information field to the next. 2. At the 1: prompt, type the name of your first choice for airlines service. 3. At the 2: prompt, type the name of your second preferred airline service. 4. At the Meal: prompt, type the name of your preferred meal when traveling on an airline. 5. At the Class box, click on the option that best describes your flying preference. 6. At the Seating box, click on the option that best describes your seating preference. 7. At the Travel Awards box, type any frequent flyer information you want to note. 8. Click on OK. Add Hobby Information 1. Double-click on the Hobbies icon. 2. Click on the options that best describes the hobbies you enjoy. To unselect one of the options, click on the option you want to unselect and the check mark will be removed from the box. 3. Click on OK. Add Hotel Information 1. Double-click on the Hotels icon. If you have not added the Hotels icon, see Add a Profiler information area for instructions. 2. At the 1: prompt, type the name of your first choice for hotel accommodations. 3. At the 2: prompt, type the name of your second choice for hotel accommodations. 4. Click on the Smoking option if you want to specify the smoking section. Leaving this option unchecked indicates no smoking as your preference. 5. Click on the First Floor option if you want to specify first floor as your room preference. When this option is unchecked, first floor is not your indicated preference. 6. At the Bed box, click on the option that best describes your bed preference. 7. At the Travel Awards box, type the hotel information you want to note. 8. Click on OK. Add Information Area For each WinMate user, Profiler lets you enter information on contacts, accounts, work, sizes and hobbies. You can also store information on airline, auto and hotel preference, and switch between male and female clothing sizes. To do so, you must add information icons to the Profile. 1. Choose Add Info Area from the Information menu Or Click on the Add Info Area icon: The Add Information Area dialog box appears. 2. Select the information area you want to add. 3. Click on the Add Area button. 4. Click on the Done button. Add Personal Information 1. Double-click on the Personal icon. 2. At the Home Address: prompt, type the current user's home street address. 3. At the City: prompt, type the city address information. 4. At the State: prompt, type the state address information. 5. At the Zip: prompt, type the zip code for the address. 6. At the Country: prompt, type the appropriate country for the address. 7. At the Mailing Address: prompt, type the business or other mailing address for the current user. 8. At the City: prompt, type the city for the mailing address. 9. At the State: prompt, type the state abbreviation for the mailing address. 10. At the Zip: prompt, type the zip code for the mailing address. 11. At the Country: prompt, type the appropriate country for the mailing address. 12. At the Home Phone: prompt, type the current user's home telephone number. 13. At the Work Phone: prompt, type the current user's work telephone number. 14. A the Social Security #: prompt, type the current user's social security number. 15. At the Drivers License: prompt, type the current user's drivers license number 16. At the Notes: field type any notes you want to add about the current user. 17. Click on OK. Add Profile Information You can add profile information for any of the options shown on the Information Areas page. To add information in one of these areas: 1. Choose Add Information Area from the Information menu. Or Click on the Add Info Area icon. The Add Information dialog box appears. 2. Select the title for the information area you want to add. If necessary, click on the down arrow or up arrow icon to scroll through the list, and then highlight the appropriate option. Or Double-click on the specific icon that represents the type of information you want to add. 3. Choose Add Area. 4. Choose Done. Add the super user password 1. Click on Set Super User Password from the Users menu. The Set Super User Password dialog box is displayed. 2. Type the password in the Password field. 3. Click on OK. Add Work Information 1. Double-click on the Work icon. 2. At the Title: prompt, type the current user's business title. 3. At the Position: prompt, type the current user's business position. 4. At the Supervisor: prompt, type the name of the current user's supervisor. 5. At the Employee Id: prompt, type the current user's employee identification number. 6. At the Company: prompt, type the name of the company where the current user works. 7. At the Address: prompt, type the company's street address. 8. At the City: prompt, type the city for the company address. 9. At the State: prompt, type the state abbreviation for the company address. 10. At the Zip: prompt, type the zip code for the company address. 11. At the Work Phone: prompt, type the work telephone number. 12. Click on OK. Change Account Information 1. Double-click on the Accounts icon. The Accounts dialog box appears. 2. At the Index list box, highlight the name containing the account information you want to change. (If necessary, use the scroll bar to scroll through the list.) 3. At the Account: prompt, type the new account name. 4. At the Acct.# prompt, type the new account number. 5. At the Address: prompt, type the new street address or P.O. box number for the company with which you have an account. 6. At the City: prompt, type the new city for the address. 7. At the State: prompt, type the new state abbreviation for the address. 8. At the Zip: prompt, type the new zip code for the address. 9. At the Phone: prompt, type the new telephone number for the company with which you have an account. 10. At the Notes field, type any new notes about the account. You can edit the information in this field by highlighting and deleting text. You can also click on the scroll bar to scroll through the Notes: field. 11. Click on OK. Change Contact Information 1. Double-click on the Contacts icon. The Contacts dialog box appears. 2. At the Index list box, highlight the name of the contact whose information you want to change. (If necessary, use the scroll bar to scroll through the list.) 3. At the First Name: prompt, type the new first name for the person.] 4. At the Last Name: prompt, type the new last name for the person. 5. At the Address: prompt, type the new street address or P.O. box number for the contact. 6. At the City: prompt, type the city for the new address. 7. At the State: prompt, type the state abbreviation for the new address. 8. At the Zip: prompt, type the zip code for the new address. 9. At the Phone: prompt, type the new telephone number for the person. 10. At the Notes: field, type any notes about the contact. You can edit the information in this field by highlighting and deleting text. You can also click on the scroll bar to scroll through the Notes: field. 11. Click on OK. Change the Super User Password 1. Click on Set User Password from the Users menu. The Change Super User Password dialog box is displayed. 2. Type the old password in the Old Password field. 3. Type the new password in the New Password field. 4. Click on OK. Change User Information 1. Click on the user icon to select the user whose information you want to change. 2. Click on Open User from the Users menu. Or Click on the Open User icon. 3. Change the name, sex, and birth date information as necessary. 4. To change the photo icon, click on FaceMaker. The FaceMaker dialog box appears. 5. Click on the appropriate buttons to change the picture so that it appears the way you want it in the Face box. Skin Color - Changes skin color on face. Hair - Changes hair style. Eyes - Changes eye shape. Nose - Changes nose on face. Mouth - Changes mouth on face. Hair Color - Changes hair color. 6. Click on OK to return to the User Data dialog box. 7. [Optional] To choose another icon to use for the photo icon, click on Browse. A Graphics Manager screen appears. If you do not want to select an icon from Graphics Manager, choose OK to change the user information as you have specified. 8. Select the desired icon from the list on the left side of the screen. If necessary, choose another type using Choose Type from the Types menu. Then, select the desired icon. 9. Click on Select from the File menu. Or Click on the Select icon (a picture of a light bulb). 10. Click on OK. Change Your Password 1. Click on Set Password from the Users menu. 2. At the Password: prompt, type the new password. 3. Click on OK. Create a New User 1. Click on New User from the Users menu. Or Click on the New User icon. 2. Add the name, sex, and birth date information for the new user. 3. To create a photo icon for the new user, click on FaceMaker. The FaceMaker dialog box appears. 4. Click on the appropriate buttons to change the picture so that it appears the way you want it in the Face box. Skin Color - Changes skin color on face. Hair - Changes hair style. Eyes - Changes eye shape. Nose - Changes nose on face. Mouth - Changes mouth on face. Hair Color - Changes hair color. 6. Click on OK to return to the User Data dialog box. 7. [Optional] To choose another icon to use for the photo icon, click on Browse. A Graphic Manager screen appears. 8. Click on the desired icon from the list on the left side of the screen. 9. Click on Select from the File menu. Or Click on the Select icon: 10. Click on OK. Delete Account Information 1. Double-click on the Accounts icon. The Accounts dialog box appears. 2. At the Index list box, highlight the name for the account information you want to delete. (If necessary, use the scroll bar to scroll through the list.) 3. Click on Delete. 4. Click on OK to confirm the deletion. 5. Click on OK. Delete an Information Area 1. Click on the information area icon you want to delete. 2. Click on Delete Info Area from the Information menu. 3. Click on OK to confirm the deletion. Delete Contact Information 1. Double-click on the Contacts icon. The Contacts dialog box appears. 2. At the Index list box, highlight the name of the contact whose information you want to delete. (If necessary, use the scroll bar to scroll through the list.) 3. Click on Delete. 4. Click on OK to confirm the deletion. 5. Click on OK. Delete the Current User 1. Be sure the photo icon for the appropriate user is highlighted. 2. Click on Delete User from the Users menu. 3. Click on OK to confirm the deletion. Exit Profiler Click on Exit from the File menu. Or Click on the Finish icon. (LB/all-09/29/94)