Credit cards in the program
A credit card is a single credit card record. It
is used for storing
credit card records. Unlike passwords, any other use (not
the one intended) of credit card records is inconvenient. Thanks
to custom
fields, you can assign any number of fields to a credit
card.
Credit Card data fields
Besides custom fields, there are the following data fields in a credit
card: Name (shown
in the Name column of the list), ), Name on Card, Number, Type, Expiration
Date, PIN, Security Code, Bank Information, Address and
Comments. You
can create any number of custom fields.
Adding a credit card
To add a credit card, you should select the File | Create | New
credit card menu item ( ).
The Credit Card Properties dialog box will appear (see Editing
credit card properties). After you enter all the necessary information,
click the Save and Close button on the toolbar ( )
or select the corresponding menu item. The changes will be saved
and the Credit Card Properties dialog box will be closed.
If you want to save the current credit card and create a new one,
click the Save and Create button ( ).
Deleting a credit card
To delete a credit card, select the credit card you want to delete,
then press the hotkey Del or select the Edit | Delete menu
item ( ). The credit
card will not be deleted from the datafile, but will be moved to the Deleted folder
(see the Deleted folder). You can also drag
the credit card to the Deleted folder with the mouse.
Editing credit card properties
To edit the properties of a credit card, double-click the credit card
or select the credit card and click the Edit | Open menu
item. The Credit Card Properties dialog box will appear. You
can edit all the fields. The Comments and Advanced tabs
at the bottom of the dialog box are used for switching between the Comments and Custom
Fields modes (see Editing custom fields).
Changing the credit card icon
Any data item can be associated with an individual icon.
Open the Credit Card Properties dialog box. In the upper-left
corner you can see the current password icon. To change the current
icon, click the Change button next to it. The icon selection
dialog box will appear. Select a new icon for the credit card and click
OK. The new icon will replace the current one. Click Save and Close to
apply the changes.
Note: the icon will be changed for the current
item only. Changing the icon will not influence other credit
cards.
Adding a credit card into Favourites
You can make it easier to access frequently used items using Favourites.
To add an item to Favourites, select it and either right-click
it and select Add To Favourites or select the Edit | Add
To Favourites item from the main menu ( ).
When add an item to Favourites, it is not copied. Only a link
to it is added to Favourites. The item itself remains in the
folder where it was and can be easily moved to any location in the program.
If you edit its properties in Favourites, the changes will influence
the original item. And vice versa, if you edit its properties in the
folder tree (if you rename it, for instance), the changes will influence
its representation in Favourites.
Tip: do not add too many items to Favourites.
If there are too many items there, it will be difficult to find
those you really need.
Deleting a credit card from Favourites
To delete an item from Favourites, switch to the Favourites panel,
select the item you want to delete, right-click it and select the Remove
from This List menu item ().
When you delete an item from Favourites, it is not deleted from the
datafile.
If you delete such an item from the datafile, it will be automatically
deleted from Favourites when you empty the Deleted folder.
Previewing credit card properties
Use the Preview Panel to view the properties of a credit
card without opening its properties dialog box. It is located
under the list in the
right part of the main window. Select a credit card in the list and all
its properties will be shown in the Preview Panel. You can show/hide
the Preview Panel by selecting the View | Layout menu
item.
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