| Personal Directory Help |
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General Info - The Personal Directory option allows you to save information that you use frequently, such as searches and listings. This information can then be quickly accessed, eliminating the need to recreate specialized criteria every time you want to perform a routine search. Additionally, you can write notes, a description, or other important comments for each file.
There are 2 ways to access Personal Directory features. For quick saves, click on the Personal Directory icon at any search or listing and the information will be saved. The Personal Directory main page will appear with your saved files. This page can also be accessed when you click on the Personal Directory text button at the top menu bar of every page. |
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| Saving
Searches and Listings - Define the search you want to save, or go to the listing you want to save. Click on the Personal Directory icon in the upper right corner of the search or listing frame. The item will be saved to your Personal Directory with a default file name. The Personal Directory page will appear, and you will see the saved file. |
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| Deleting
Files - Files can be deleted at the main Personal Directory page. To delete all the files, click on the box at the upper left hand corner of the top column in the top gray box. Or to delete specific files, click on the box to the left of the company name. Then click on the "Delete Checked Items" grey button. |
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| Changing File Names - Files are automatically given default file names. To change a file name, go to the main Personal Directory page, locate the file, and click on the pencil icon to the right of the file name. At the File Name box, key in the new name and press the Update button. |
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| Adding Notes to Files - At the main Personal Directory page, click on the pencil icon to the right of the file name. Key in notes information in the File Notes text box, and then press the Update button. |
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| Sorting - File names can be sorted by "Company" or "Org Type", by clicking on the column header in the gray box. |
