"By Any Other Name..."

 

The ability to save sorts and selections, so that you can use them again and again, is one of EZ-CAMP2's handiest features. It saves time and ensures consistency. But, to find the right one to use, you have to remember what you called it and know what it includes!

Here are a couple of suggestions for naming sorts and selections to help your recall:

Indicate exactly what it does.  For sorts and selections that will be used in many different reports or processes, be specific and literal about its function. For example, "Child Last Name/First," or "Families with Balance Greater than Zero."  Using the name of the applicable Tab, as these examples show, can help to avoid confusion.

Avoid ambiguous descriptions like "Alphabetical" or "By Name."

Include who uses it.  Consider adding your initials to the name. That way you can tell which ones you've created and which ones were named by co-workers.  If you have many users and a lot of individualized sorts and selections, you might want to make your name or initials the first part of the description. Such as: "Betty - Bus Sort (by Vehicle and Age)."  If you then sort the Library alphabetically, the items can be grouped together by people's names.

Don't worry if you haven't been using these conventions up until now. You won't have to create new sorts and selections; just use the "Rename" button at the bottom of the Library.

One final word: Knowing where to find things is one of the most challenging aspects of working with a computer. If you have more than one person accessing your data, get together and agree on the conventions you'll use in naming sorts, selections, and reports. It will make everyone's job much easier when they need to use them.

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For other valuable tips that can help you make better use of your system, we recommend our webinar on Creating Custom Reports.  To register or learn more about this, and other training webinars, click here:  http://www.softerware.com/asp/referral.asp?id=92 or call our training department at (888) 220-8111.

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