At the top of the window are six drop-down menus:
From the File menu, you can print reports and statements, choose software preferences, reset insurance benefits, define security options, and exit the software.
From the Lists menu, you can add, edit, or delete entries.
From the Activities menu, you can access tasks that you perform on a daily basis.
From the ApptBook menu, you can display alternate views of the appointment book and change appointment book settings.
From the Experts menu, you can access the experts, which are tracking reports; and the automation expert, which can automate documents, messages, and other tasks.
From the Help menu, you can access information about using the software.
Navigation Buttons and Shortcuts