Performing Auxiliary Functions > Using the Roladdress
You can add new cards to the Public section of the Roladdress. You must type the name of the individual or business and a phone number. The individuals or businesses you enter here should not be involved with your orthodontic operations (for example, a pizza delivery company).
To add a card to the Public section of the Roladdress:
In the Roladdress window, click Add New. A blank Roladdress Card window is displayed.
Click the option button at the bottom of the window to select whether this card is for a business or individual. Individual is the default and is used in this example.
Double-click in the Name field. The Edit Name window is displayed.
If you are adding a business to the Roladdress, you can immediately type in the Name field without double-clicking. The Edit Name window does not display.
Type the name information in the fields and click OK.
In the Address field, double-click <Add Address>. The Edit Address window is displayed.
Type the address information in the fields and click OK.
In the Phones field, double-click <Add New Phone Number>. The Add Phone Number window is displayed.
Type the phone information in the fields and click OK.
In the Comment field, double-click <Add Comment>. The Add Comment window is displayed.
Type a comment and click OK.
To add multiple comments, double-click in the Comment field when populated with a comment and click Add. Type your additional comment and click OK to return to the Roladdress window.
Click OK.
Viewing a Card in the Roladdress
Editing and Removing Cards in the Public Section