Getting Started


00:18 How to create a database
01:47 How to set a password
04:29 How to change the colour theme
07:23 How to move and lock the toolbars


The Home Page

When you launch doogiePIM for the first time, you will be presented with a Home Page with some introduction text. Around this page you will notice the Main Menu, Main Toolbar on the top, and the Main Section Toolbar on the left.


The main toolbar on the left can be moved to the bottom or the right-hand side as desired. (Right click the menu and choose 'dock to' position)


                      homepage


The Home Page that is displayed first is a summary that can display events that are due, tasks that need to be done and notes or other records that have been specially marked. This information summary is only displayed when there's a database open.


smallheart See the help section "Introduction to the Home Page" for more information.


All the data records in doogiePIM is stored in a database file. By default this database is called "Data.doo" and resides in the folder where you installed to,

for example:
"c:\Bitespire\doogiePIM\Data Files\Data.doo"

You can create a new database at any time by selecting from the main menu, "File / Create Database".
If you have used a previous version of do-Organizer 4.5+ or Harmony version 1+, you can continue using that database file. All you will need to do is rename the file extension to .doo and then choose File | Open Database.

smallheart See the help section "Database Files" for more information.


Depending on your work focus point, it may be Contacts, Notes or something else. Click on the Main Section Toolbar buttons and explore.


Some sections, like Contacts, have a Tree View with a default root folder and underneath some default folders. While some other sections has a default root folder, underneath some default folders and documents. You may add as many sub-folders and documents as you need, where applicable.


smallheart See the help section "Folders" for more information.


The Calendar and Journal are the only sections without a root Tree View because the data is date and time specific. So you may think of the calendar dates as your folders and the items can be inside the dates of the calendar for a particular day.


The tree view is used to organize your data into a logical fashion that makes locating items faster. The folders in the tree view Navigator can be customized to enhance the visual reference point by changing folder text, replacing default folders icons with different ones from the supplied icon art. Quick access to these handy items are facilitated through right click menus.




Further information can be found in the relevant help sections.


Contacts

This section is used for adding names and addresses of your personal and business contacts. You may enter text details and assign a reference image to identify the contact.


Messages

This section works like a normal e-mail client. It can send and receive e-mail to and from a valid IMAP4, POP3 or SMTP server. Multiple accounts can be created and e-mails can be composed with rich text formatting. You can also use the Messages section for reading RSS feeds from the web.


Bookmarks

This is a website and Internet bookmark manager, similar to the one you find in your default browser but it is much more advanced. You can add much more information to the URL with and without thumbnails for ease of locating the website.


Vault

When you want to protect certain information, such as credit card details or passwords for your safe, then you can add these records into the Vault section. When the Vault is closed or locked then you need to specify the correct password to access it. By default there isn't a password assigned, so it is wise to set one when you first launch the Vault section.

smallheart IMPORTANT NOTE:

You must remember your password to get into the vault, otherwise you won't be able to access the information inside it. Don't put the vault password as a record inside the vault.


Calendar

When you want to be reminded of an event on a specific day, you can enter a scheduled event in the Calendar.


Tasks

Tasks are events or work that may or may not have a specific date and time. You could enter common tasks or work on particular projects and assign a Due Date.


Journal

An ideal place to store a daily diary. This section is similar to Notes with the exception of the folders navigator. Instead, a calendar replaces the folders so you navigate your main daily journals by date.


Noteboard

A simple but powerful tool to "map out" an idea. This could also be used to create an organizational chart, a family tree or a complicated process. Blocks are added then these Blocks can be linked with lines so you can visualize an overview in a clearer fashion.


Planner

For an overview of a year, you can add multi-day events in this planner.


Documents

A powerful notes organizer. You can store rich text, fully formatted, images and hyperlinks. The Notes facility has a comprehensive formatting abilities so you can create tables and format text with different colours and font sizes.


Resources

In this section, you can store and manage items that are important to you, such as some stock, book library or staff. You may also assign some resources to be viewable directly in the Calendar section. This is useful when you are scheduling a person's events or maybe hiring out a car or meeting room. Within the Resource record is the ability to assign database access permissions. So if a Resource is a person you can grant access to the database with certain permissions to access only certain area and folders.


Finance

Money can be organized in this section. You may enter financial transactions with details such as category. You may also link it directly to Resources and Contacts. Therefore, you could have saleable stock in the Resources and Contacts as customers. Now you have the ability to record sales transactions.