Using the Menus

At the top of the window are six drop-down menus:

File

From the File menu, you can print reports and statements, choose software preferences, reset insurance benefits, define security options, and exit the software.
Lists

From the Lists menu, you can add, edit, or delete entries.
Activities

From the Activities menu, you can access tasks that you perform on a daily basis.
ApptBook

From the ApptBook menu, you can display alternate views of the appointment book and change appointment book settings.
Experts

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.
Help

From the Help menu, you can access information about using the software.