The Up/Down Arrow buttons by each column label allows you to sort the entire list by that column/field
Filters and sorts are a accumulative, That is if you filter/sort by Name and then filter/sort by email, the first filter/sort takes precedence and subsequent
filtering or sorting happens with in the previous filter/sort.Use the "Clear Filters & Srts" button to remove all filers and sorts on the displayThe spy glass symbol button switches that last field/column between Date created and Date Last Updated.
A clipboard symbol will appear, near the Active button, each time new input is copied to the clipboard. The data is copied when the record is clicked on or gets focus, if the clipboard set field is not empty. Which field data copied to the clipboard is set under the General Options tab of the Maintenance
display.
Finding your data
The most important feature is the search bar. You can enter
any part of any field of the record you want to find (i.e. If I want to find the entry for my bank, but I don't want to scroll all the way down to it,
I can type a part of the Name or a part of the URL or even some thing from the notes field in the search bar and press go and the first record that
meets the search criteria is displayed. In other words the focus is placed on the found record. If that first record found was not the one I was looking for
just press the Go button (now named Nx for Next) and the focus will now go to the next matching record.
Accessing your accounts
Once the focus is on the account record for which you are looking, you can quickly gain access to that online account by clicking on the URL field.
Clicking on the URL field will start your default browser and open the link(URL) you have saved for this entry. When this record got the focus a bit of data was
copied to the clipboard; when the URL is opened you can now type in your user ID and paste in your password or what ever data you have chosen to be
copied to the clipboard. You can also save the file path and executable name of a program on your local computer; then when you click on the URL it will start
the program and if this program needs a password, like my Quicken, then you can Control 'v" (paste) it with out having to type it in.
Editing or adding new entries
All the data on this form is not editable. In an effort to lesson the off chance that someone would inadvertently change an entry when all they wanted to do was
find an entry all the fields are locked. But no worries it's easy to edit the entry when you need to, by double clicking on any fields of the record you want to change.
To add a new entry just press the Add New button.
The Add New Button
The Add New button initiates the process of adding a new entry or record. It will display the Add New Entries form.
The Help Button
The Help button launches your favorite browser to this web page
The Clear Filters & Sorts Button
The Clear Filters and Sorts button removes all accumulated filters and/or sorts that you placed on the list.
The Form Name Label
This label has a double asterisks behind it, meaning it does something when you double click on it.
All labels in Account Tracker, that serve as actuators or buttons, will have asterisks behind them(*).
In this case, the Account List label, there is a double asterisks. So it's a double click actuator. When it is double clicked the Maintenance window is displayed.
The Search Bar
Here is where you type in a bit of info that will be used to find the record you want. If I'm looking for the entry for my bank account at the First Bank of Never Never Land
I would possibly type 'never' or 'nev'. When I click on the 'Go' button or press Enter the Account list focus would be brought to the very first record that had
'never' or 'nev' in it. Whether it be a part of a word or a full word.
All searches begin at the beginning of the list. After the initial search the 'go' button becomes a 'Nx' button (Next).
If there are multiple entries that meet your search requirement you can click on 'Nx' to find the next record.
If a search finds no matches the Search bar will be re-initialized
for the next new search. A new search is started by clicking in the search bar again; the data there will be
erased and you can type in the search criteria for your next search.
If you were searching for your zoologicalgardens.com account and typed 'garden'
and you had also an entry for Botanicalgarden.com, then the first record found would probably be the entry for Botanicalgarden.com. So just press 'Nx' to find your record.
The search is conducted across all data of each entry. That is all fields are search for the pattern you type in.
New The Search Bar now will remember the
searches you have made, from as few as the last 5 to as many as 30 different search patterns will be remember for you. To repeat a previous search press the
drop down arrow and click on the one you choose. The list is in reverse order older on the bottom newer at the top.
You may want to
manage the search history list.
Managing the Search History List
You can manage the search history in two ways. First you can double click on a previous selection to delete it and second you can
delete all the Search history by using the
DB cleanup function on the
Maintenance page.
To delete by double clicking, the previous search item needs to be in the search bar
- Start typing the search item in the search bar
- The search bar will auto match what you are tying to what is in the list
- When the item you want to delete is displayed use your mouse to double click on it
The single item is now removed from the list.
You can also Use the DB Cleanup function to delete all the search history
Return .
The Re-Copy Button
The Re-Copy Button is really two buttons. If you Click on the "Re-" side of the button the clipboard will be reloaded with the
Clipboard Copy selection data from the current record. See Clipboard Options
or
If you click on the Copy side; you can select what data is copied to the clipboard from the current record, either the Password, URL, eMail or User ID.
A popup selection menu overlay will be displayed. All you need to do is click on the field name of your choice to load the clipboard
with the data. If you move the mouse away the menu will disappear. See here for an example
The Go/Next Button
The 'Go' button initiates the search for the pattern you type in the search bar. The 'Go' button will become a 'Nx' (next) button if a successful search has been made.
If the search is not successful a 'Not found' message will be displayed.
The Entries List area
This is the list of your account entries. You can tell what record has the focus by the hight lighted right facing arrow head.
This carrot always points to the record that has the focus.
The data in this form is not editable; to edit a record you must double click on one of its fields.
If you double click on any one of the record's fields the Edit Entry screen will be displayed for that record.
The Entry Name Filter Box
This is the Entry Name Filter box. You can filter the entire list based on each record's Entry Name.
This box has a drop down list from which you can select an entry
which will filter the entire list to all the entries with that name (yes entries can have the same name). Or you can type in the box to create a filter
for example...
- you could type 'h*' then press Enter. The list would be filtered showing only those entries that start with 'h' (upper or lower case) in this field.
- or you could type '?h*' and press Enter. Now you would get a list of all the entries with 'h' as the second character in this field.
- Finally you could type '*h*' and press Enter to get a list of all records with an 'h' any where in that field.
As with all the filters on this form it is accumulative. The filter will have an order of precedence in the order they are applied. If you filter first by Entry
Name and then by User Name, the User Name filter box will only contain the user names of entries that met the previously applied filter.
If after you have applied a filter and you can't find an entry, remember to press the
Clear Filter and Sorts Button.
The URL Filter Box
This is the URL Filter box. You can filter the entire list based on each record's URL.
This box has a drop down list from which you can select an entry
which will filter the entire list to all the entries with that URL. Or you can type in the box to create a filter
for example...
- you could type 'k*' then press Enter. The list would be filtered showing only those entries that start with 'k' (upper or lower case) in this field.
- or you could type '?k*' and press Enter. Now you would get a list of all the entries with 'k' as the second character in this field.
- Finally you could type '*z*' and press Enter to get a list of all records with an 'z' any where in that field.
As with all the filters on this form it is accumulative. The filter will have an order of precedence in the order they are applied. If you filter first by Entry
Name and then by URL, the URL filter box will only contain the URL's of entries that met the previously applied filter.
If after you have applied a filter and you can't find an entry, remember to press the
Clear Filter and Sorts Button.
The User ID Filter Box
This is the User ID(UID) Filter box. You can filter the entire list based on each record's UID.
This box has a drop down list from which you can select an entry
which will filter the entire list to all the entries with that UID. Or you can type in the box to create a filter
for example...
- you could type 'm*' then press Enter. The list would be filtered showing only those entries that start with 'm' (upper or lower case) in this field.
- or you could type '?d*' and press Enter. Now you would get a list of all the entries with 'd' as the second character in this field.
- Finally you could type '*y*' and press Enter to get a list of all records with an 'y' any where in that field.
As with all the filters on this form it is accumulative. The filter will have an order of precedence in the order they are applied. If you filter first by Entry
Name and then by URL, the URL filter box will only contain the URL's of entries that met the previously applied filter.
If after you have applied a filter and you can't find an entry, remember to press the
Clear Filter and Sorts Button.
The Email Address Filter Box
This is the Email address Filter box. You can filter the entire list based on each record's Email address.
This box has a drop down list from which you can select an entry which will filter the entire list to all the entries with that Email address.
Or you can type in the box to create a filter for example...
- you could type 'w*' then press Enter. The list would be filtered showing only those entries that start with 'w' (upper or lower case) in this field.
- or you could type '?f*' and press Enter. Now you would get a list of all the entries with 'f' as the second character in this field.
- Finally you could type '*x*' and press Enter to get a list of all records with an 'x' any where in that field.
As with all the filters on this form it is accumulative. The filter will have an order of precedence in the order they are applied. If you filter first by URL
and then by Email Address, the Email Address filter box will only contain the Email Address' of entries that met the previously applied filter.
If after you have applied a filter and you can't find an entry, remember to press the
Clear Filter and Sorts Button.
The Entry Name Sort Button
Sort the list by Entry Name. This is a toggle switch. If the list is already sorted Ascending it will be re-sorted descending when clicked again. When
clicked again it will revert to ascending. As with all flirters and sorts these are accumulative. If another field is already sorted this sort will happen
with in the other sort.
The URL Sort Button
Sort the list by URL . This is a toggle switch. If the list is already sorted Ascending it will be re-sorted descending when clicked again. When
clicked again it will revert to ascending. As with all filters and sorts these are accumulative. If another field is already sorted this sort will happen
with in the other sort.
The User ID Sort Button
Sort the list by User ID(UID) . This is a toggle switch. If the list is already sorted Ascending it will be re-sorted descending when clicked again.
When clicked again it will revert to ascending. As with all filters and sorts these are accumulative. If another field is already sorted this sort will
happen with in the other sort.
The Password Sort Button
Sort the list by Password. This is a toggle switch. If the list is already sorted Ascending it will be re-sorted descending when clicked again. When
clicked again it will revert to ascending. As with all filters and sorts these are accumulative. If another field is already sorted this sort will happen
with in the other sort.
The Email Address Sort Button
Sort the list by Email address. This is a toggle switch. If the list is already sorted Ascending it will be re-sorted descending when clicked again. When
clicked again it will revert to ascending. As with all filters and sorts these are accumulative. If another field is already sorted this sort will happen
with in the other sort.
The Date Create or the Date Last Updated Sort Button
Sort the list by Date Created or Date of last update. This is a toggle switch. If the list is already sorted Ascending it will be re-sorted
descending when clicked again. When clicked again it will revert to ascending. As with all filters and sorts these are accumulative.
If another field is already sorted this sort will happen with in the other sort.
The Entry Name Field
The Entry Name field. Here is displayed the name you have given this entry. You can double click on this field to bring up the
Edit Entry screen.
The URL Field
The URL or program execution path field. When the record of your choice has been selected and you click on this field one of two thing will happen.
- Your default browser will be called to the URL address in this field
- or the program whose execution path you stored here will be run.
You can also double click on this field to bring up the Edit Entry screen.
The User ID field
This field displays the User ID you entered for this account.
You can also double click on this field to bring up the Edit Entry screen.
The Password Field
This is the Password field. This field always starts out blank. Not until the Reveal
button is pressed are the passwords displayed. This is a simple effort to keep screen capture spywear from seeing your passwords. This can work in conjunction
with the 'Copy to Clipboard feature'. Every time a record gets the focus (you click on one of it's fields or you search and find it) a bit of data you choose
can be copied to the clip board. The default for this option is 'password'. When 'password' is selected and you access an account's URL then the
password for this account, is now on the clipboard and you never need to reveal it or type it just control 'v' (paste) it into the password field on the sign on page.
You can control the 'Copy to Clipboard' option from the General tab under Options on the Maintenance window.
You can also double click on this field to bring up the Edit Entry screen.
The Email Address Field
This is the Email Account field. It displays the email address you have entered for this account. You can filter the entire list based on email address by
using the Email Filter drop down label.
You can also double click on this field to bring up the Edit Entry screen.
The Date Created or Date Last Updated Field
This is dual field. It displays either the date the account was created or the date you last updated a field in this account entry.
You select which data this field will display by pressing the Date Field Switcher button.
You can also double click on this field to bring up the Edit Entry screen.
The Date Field Switcher Button
This button, with the spy glass symbol, switches the data displayed in the date field below it. By clicking this button the date field switches between displaying either
the date the account was created or the date you last updated one of this account's fields.
You can also double click on this field to bring up the Edit Entry screen.
Reveal Password Button
The Reveal Button turns on/off the display of the password.
Reveal Password Button
The Reveal Button turns on/off the display of the password.
Return
The Notes field
The Notes box is scrollable and displays the notes you have made for the selected record.
The Exit or App close Button
This button can change appearances. If the Extended Details form is selected as the start up form then when
the Extended details form is displayed this button is a red 'X' 
and means
exit the application completely. This is how you exit Account Tracker. If this form is not selected as the start up form then this button is an
exit door 
and means close the form and return to the previous form. You can select which form you want as
your start up for in the Options area under the Display tab of the Maintenance form.
The Active Label
This label displays a green 'Active' or a red 'In-Active', depending on the active status of the entry with the focus. An entry is automatically Set to Active
when it is created. You can deactivate or set and entry in-active on the Edit Entry screen.
The Secret Questions List box
The Secret Question list box can display up to four secret questions, at once. These are the questions you have chosen when you made the
selected account. You can scroll through the questions listed with the up/down arrow keys; which ever question is high lighted your secret answer to it
will be displayed in the
answers box.
The Answer Box
The Answer box displays the answer for the high lighted secret question
in the Secret Questions box.
The Security Image Display
This is the security image for the selected account. Many institutions will use a security image in the acknowledgement
protocol between you and their web site. It is so you can be a bit more confident that the site is not being spoofed or your browser
being redirected by a DNS high jacking. Account tracker allows you to save multiple security images for each account. If you have more
than one security image left and/or right facing arrows will allow you to scroll through them. the
name and date info
will change depending on which security image is being displayed.
The Security Image Name/Description
This is the name or description of the security image being displayed.
The Security Image Name/Description
This is the name or description of the security image being displayed.
Return
The Security Image Dates
These are the creation date and the date updated for the image being displayed.
The Security Image Dates
These are the creation date and the date updated for the image being displayed.
Return
The Related entries List
The related entries list is a list of all the entries you have decided have some relationship with the selected record.
This is a rather unique data field it allows you to link records to each other that have some relevance to you. Lets say you are a
member of several book clubs that all have online account and websites. You would store your account info for each separately,
but they are related, so by linking them using the Related links tab on the Edit Entry window, you can
switch between each related entry by Double clicking on one the entries in the list. This is the only field where double clicking does not
bring up the Edit Entry window.
The Active? Button
The Active? button or switch filters the list of accounts displayed by the Active attribute. The Active
filter is the only filter that is not cleared by the
Clear Filter and Sorts Button. The Active? button is a triple toggle meaning it has three states ('Both', 'Yes' and 'No'). It starts in basically the 'off' mode showing
'Both' active and inactive entries, but click on it once and it filters the list to show only the active entries('Yes'). Click on it a second time
and the list is of only the in-active entries('No'). A third click will return it to the off mode displaying both active and in-active records.
Short View (Account Names) Button
The Short View button switches from the current Extended detailed view to the Short view of your account list.