***BASIC REA USAGE and FAQ's***:

COPY DATA FROM ONE COMPUTER TO ANOTHER:
On the host computer (the data you want) Copy the READATA folder from the host machine and paste it into the READATA folder of the other REA you want to fill with the information.

EXPORT A LIST:
Set your query if you need to, then go to "view" "list clients" this will bring up the List of database records window. Once there click on the icon that looks like a broken egg. Then click on "ADD" this will give you the chance to make a list specific to what fields you want. You will then select the fields on the left by double clicking. Once you have all the fields you want click on "save" then click on "use" This will put them up in a list. Once done, click on the EXCEL icon the tool bar menu. This will send your list to excel.

FIELD DEFINITIONS:
Agents have asked for a list of the field definitions to assist them in understanding the program. In the REAWIN folder, there is a file named "rea2001f.hlp" If you double click this file it will open and give you each database, with a list of the fileds and a brief explanation of them.

ADD A USER IN MANAGER:
If you already have the network version and you have just purchased more users. Open manager and go to the file menu and select add users. REA manager will give you number please then call tech support and give them the number you just received from manager, they will then give you a number back to enter into REA manager add user window.

LINKING RECORDS:
In the database you are in, go to the record that you wish to add links too. Then go to the view menu and select "Links" once in the links window, click on the plus sign and select the database you wish to link that record too. A new window will come up with a list of the records in that database, find the record you want and click on it. Then click on "create link"

QUERY FOR EMTPY FIELDS:
"lookup" menu then select "query by example" find the field you are wanting to know if it's empty and simply type in the word "empty" Then click on query.

QUERY FOR NON-EMPTY FIELDS:
"lookup" menu then select "query by example" find the field you are wanting to know if it has data and simply type "*" in the field. Then click on query.

QUERY WITHIN A QUERY:
"lookup" menu then select "query by example" select the field you want set your query, once the first query is set, go back to query by example window, set your next field to query, then click on the down arrow and select to query current group. Then click on query.

COPY "TO DO" LIST:
In the data folder of your REA program there are three files you will need. They are tasks.dbf tasks.fpt and tasks.cdx you would need to copy these from (host computer, to do list you want) and paste these three files, into the data folder of your other REA.

COPY THE CALENDAR:
In the readata folder copy the files events.dbf, events.fpt, and events.cdx and paste into the readata folder on the new computer.

DUPLICATE CHECKER:
1: Select this option from the file menu. Then select the fields you want Rea to search for.
2: Select List. So that you will see the records. Then go through and delete/merge your duplicate records.

IMPORT/EXPORT GRAYED OUT:
In the manager program where you set yuor users rights there are two options in there one for import and one for export, if a user does not have these options those boxes are unchecked in manager, go into manager and double click on the user check the boxes click save then click on UPDATE EXISTING.

DELETING EVENTS:
If a user deletes the events from the time management window there is no way to get these back other than to restore a backup. Please be careful as to what you delete from this window.

TAGGING RECORDS:
"view" menu then select "list clients" in the new window, where it says "list mode" on the left click on the down arrow and select "Tag mode" Once done you can now go through the list and click on the records you want. Once you have them all tagged click on "lookup tagged" Now you are only working with these records for anything you do.

FORM LETTER OPTION GRAYED OUT:
Go to the file menu and select preferences, in the preferences window, click on the genral tab, on the left there is an option for word processor, click on the down arrow and select MS word. Click "SAVE" at the bottom and the option for form letters should be working now.

FORM LETTER:
1: When going into word only part of the group prints.
2: Form letter may be bad.
3: Make new form letter, and print with group again.

BACKING UP SINGLE USER:
From the file menu select back up/resotre back up, then select backup, when the new window comes up, select the location of where you want REA to save your backup file (FLOPPIES ARE NOT RECOMMENDED), your c drive, it will then make a file called rea.zip and place on the root of C:

BACKING UP NETWORK:
Best practices, send the entire REAWIN folder from your network drive to CD, TAPE, or Online storage. YOu can also do this for a standalone copy as well.

DELETING RECORDS:
After deleting records it shows that these records are still there but you cannot view them, you must run compress and reindex from the file menu if you are using a standalone version, if you are using a network version you must run compress and reindex from manager to actually delete these records.

ADD AN AFFILIATE:
From the View Menu, select affiliate records. In the affiliates window click on the plus sign to add a new affiliate record. Once done click on "save".

ATTACH A FILE TO RECORD:
Click on the File menu in REA, scroll down to where it says "attach file" Select your file and click on "open".

CREATE AN EVENT:
From the Schedule Menu at the top, and select the type of event you want to make. A new window will appear. Put in the information, and click on "OK".

CREATE A HISTORY:
In the events section. Right click on the item you want to finish. Select finish put in the information you need and click on "OK". From the history tab itself on the bottom right of the screen you can create a history simply by right clicking the middle of the blank white above the memo section and selecting "add"

ATTACH A PICTURE TO A RECORD:
Click on the camera Icon in the toolbar menu at the top. Then click on the piece of paper or go to File and New in the REA viewing window. Then select your picture.

CREATE A GLOBAL GROUP:
Click on Groups in the upper left hand corner of the screen. The groups window will appear. Click on Public group so that it is highlighted then from the file menu click on new subgroup. Give your group a name and click on "OK".

CHANGE A FIELD NAME:
Right click on the field name itself. Field Label Definition will come up. Where it says Label you can change that to what you want and then click on "save".

LOOK AT GLOBAL GROUP:
To see a group you have already created. Click on the groups icon in the upper left. Then to pull up the records in that group. Double click on the group you wish to see. Then click "OK". You are now only working with that group.

QUERY A USER Y/N FIELD:
In the lower right hand corner, click on the user Y/N tab. Once you have that up. Right click on any one of the fields and select query field. Set your criteria and click on query.

QUERY RECORDS CREATED/UPDATED:
On the left hand side of the REA screen there are two options one for updated and one for created. You can double click on the dates for these fields to pull up the query wizard. Set your criteria and click on query.

ADD A RECORD TO A GROUP:
Once you have the record you want. Click on the groups icon in the upper left. When the groups window opens up find the group you want to add the record too and place a check in the checkbox. This also works for the User Y/N groups as well.

SAVE A QUERY:
Lookup Menu, Query by example set your criteria, click on Save and give your a query a name. Then click on query. Once you have done this. You can now go to the Lookup Menu and select Saved queries to pull something up that you have done before.

PRINT A RECORD:
Click on the printer icon. If you are looking for specifics from a record. Click on Option on the right hand side or the REA printouts window. Select what you are looking for click "OK" then click on the printer icon to print the record.

USE DEFAULT EMAIL SYSTEM:
File menu, preferences, click on the "Internet" tab. Once in this window there is an option in the upper left hand corner that says "use default email system to send mail." Put a check in that box and click on "save".

CHANGE CLOCK FROM 12 to 24 HOUR:
File Menu, Preferences, "Genereal" Tab. On the right hand side it says "Time Format" Select the option you wish to use 12 or 24 click on "save".

TURN OFF ALARMS:
File menu, Preferences, "Events" Tab. On the left where it says "pending Events" Click on the drop down to select what you would like to have happen.

VIEW ALL HISTORY:
View Menu, History, you can then select the history for the current record, current database, or all history. Once in the history window you can also query from there to look at something specific.