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Insert / Edit Service Record

The Insert / Edit screen is opened when you choose to Insert a new Service Record or Edit the currently selected one from the main Password window. When opened in Edit mode, the currently selected Service's information is displayed ready for editing. When opened in Insert mode all the fields on the Insert screen will be empty ready to accept the details of the new record.

Button Glossary

Button / Feature
Name Description
Confirm Changes. Once you have entered/edited all the details for the new / current Service Record, this button must be pressed to save the details to the user database and close the Insert / Edit Window.

Confirm Changes & Insert another new record.

Only available when inserting a new record. Like the Confirm button this saves the new record to the user database, but rather then close the insert window, it clears it to accepts details of a new service record. Useful when you need to insert many records at one time.
Cancel changes. When in edit mode, use this to abandon any changes you have made to the current record. In when in insert mode, will close the window without saving the new record.
Generate Password This uses the Password Generator to suggest a new password for the current Service being inserted / edited. A dialog will be displayed showing a password and you are given the option to accept the password, in which case the password is inserted into the password field, or cancel in which case no changes are made. See the Generate Settings button to see how you can change the type of password that is generated.
Generate Password Settings Opens the Generate Password Settings window which allows you to determine the properties of a password generated with the Password Generator.
Resize Insert / Edit window. Like resize on the Main Password window, this resizes the Insert / Edit screen to change the available fields. See Resize on the Main Password Window help for more information.
Show Password
Show Password Like Show Password on the Main Password window, when editing or inserting a new record, the password can be disguised or displayed depending on whether this check box is set or not.
Today
Insert Today's date. This button will insert the current system date into its related field. A convenience feature that allows you to quickly inset the current date into certain fields.
Service Name field
  The drop down associated with this field lists suggestion that may be suitable for the field in some cases or the user is free to type their own entry. See Special Features below for more details.

URL field

  Using URL's from the currently open browsers, the drop down associated with this field lists suggestion that may be suitable for the field in some cases or the user is free to type their own entry. See Special Features below for more details.
Username field
  Using Username's from other services the drop down associated with this field lists suggestion that may be suitable for the field in some cases or the user is free to type their own entry. See Special Features below for more details.

 

Special Features.

For the Service Name, Web URL and Username fields there are available drop down selectors which assist with suggestions for using on that particular field. The fields with this functionality are

Service Name: Using the web browsers that are currently open, it will generate a list of domain names. You may want to use these or edit and then use these as the Service Name for the service you are editing / inserting. E.g. IF you were inserting you online bank details and you had a browser open at that bank www.examplebank.com then this would appear in the list of drop down entries. You may want to remove the www. and the .com part, but that is up to the user. If there are no web browsers open the drop down list will be empty.

Web URL: Like Service name, this retrieves a list of URL from the currently open browsers. In this case one of the actual URL's displayed in the list may be suitable for the service you are inserting / editing because the entries are already in URL format.

Username: This shows a list of all the username's currently in use for the user. This is because users often use the same username for different services so the list is presented to save time for those that do.

 

 

 


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