Hot List

<< Click to Display Table of Contents >>

Navigation:   Tools Menu >

Hot List

 

The Hot List, available on the Tools Menu, or by clicking the Hot List button on many dialogs, is an electronic replacement of your call sheet - that list of frequently called names and phone numbers that you leave lying around somewhere on your desk. The advantage of Hot List is that whenever CMD is active, you can get to your Hot List with just a couple of mouse clicks. No more fumbling around trying to find that call sheet!

The Hot List dialog presents a grid with 2 lines of information in each row. The first line has the category/subcategory and then the name. The second line contains any phone numbers associated with the Hot List entry.

In addition, you can filter the list to show only certain types of numbers to make it easier to find a number in a hurry. Open the Filter combo box and select one of the pre-defined categories, and immediately your list will display only those names and numbers.

Finally, you can change way the Hot List is sorted. Open the Sort combo to select the sort option you want.

Entering Hot List Information

To add a new entry to your Hot List, click the + button on the navigation bar above just to the right of the grid. You'll see that space in the grid will open up, but the actual data entry is done in the fields just below the navigation bar and to the right of the grid.

First, select a Category from the drop-down list of predefined categories. If you need additional categories we don't list there, make contact with us and we'll consider adding it.

To enter a Subcategory, Tab into the field and type it in the edit box provided. Subcategories allow you to get a bit more specific about the person or business. Some examples:

Category

Possible Subcategory

Schools

Elementary

Schools

High School

Schools

Private

Hospitals

Dallas

Hospitals

Cleveland

Business

Office Supplies

Business

Florist

Church

Office Staff

Church

Pastoral Staff

Church

Volunteer Staff

Use of the subcategory helps to further sort your list for easy identification of entries.

When you are finished entering the Subcategory, press Tab to move into the Name field, or click directly in the Name field.

For the Name field, you can either type in the name of a person or business, or you can click the small down arrow button on the far right edge of the Name field to call up a name from you CMD data file.

To enter Phone Numbers first select the type of phone number it is from the drop-down list, and then type in Phone 1. You may enter up to 4 phone numbers in this manner.

When you are finished entering phone numbers, click the check mark icon in the navigation bar to save your Hot List entry. What you've just entered here will be immediately added to the list.

Modifying Hot List Information

If you need to change something about a Hot List item, first find the item on the list, click on it to select it, then you can enter the updated information in the fields to the right of the grid. When you are finished making changes, click the check mark icon on the navigation bar to save your changes.