Creating a New Address Set
- To create a new data set, starting from Durell’s Document Viewer…
- Click ‘New’
- Click ‘Spreadsheet’
- Click the “New” button in the “Setup Standard Data Field Set” dialogue
- Enter a name for your new set and click the “OK” button, for example, “New Set”.
- Use the “Select Table” drop-down to select which table to get the data fields from (e.g. the “Clients Details” table)
- Click and thereby highlight the field you want from the “Select fields” list
- Click on the “Right-arrow” button in the middle to shift it to the “Selected” list
- Click the “Save” button after you’ve selected all the fields you require