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 <Tab> 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)