When creating a new Plan, the Plan Wizard will open.

You can create a Plan directly by clicking on the Plan Wizard Complete button or you can use the Plan Wizard

The Plan Wizard takes you through the various steps needed to create a plan. Each step of the Wizard is equipped with an Instructional Video relating to the particular step of creating a Plan. The Instructional Video can be accessed by clicking the Play icon

You can pause an Instructional Video by clicking on the Pause button

You can skip to the next step of the Wizard by clicking the Next button

 

Double clicking on the gray area of the Navigation Panel will hide the Module Bar. Double clicking again will unhide the Module Bar.

When you point your mouse on a box in the TM Matrix, a hint containing information about the item is displayed. You can hide the displayed hint by pressing the Ctrl key.

A Contact Category refers to a field that allows the TM User to identify a Contact as being part of one or more classes or group of Contacts. For example, a Contact can be identified as being part of the “supplier” Category and at the same time a part of the “friends” Category if the supplier is also your personal friend.

You can assign a Category or Categories to existing or new Contacts by selecting a standard Category from the list.

You can indicate the applicable Category(s) in the Category field under the General tab.