Tag Archives: PastPerfect

PastPerfect Handy Hints – Custom F Keys

Have you discovered the short-cut using  F Keys or Function Keys on your keyboard?  If you are working on a sizeable project, or complete data entry for a recurring subject…. see how you can speed up your data entry.

To customize you F Keys select: Setup, Function Keys

You will see:

F8 has a ‘coded’ date.  Select F8 within your data entry Today’s date will appear.

F7 is reserved for use with Authority Files – to access your authority files you can use Right Click on your Mouse or F7.

The remainder are available for you to use. Simply type the phrase you need – F6 Smith & Company Ltd, or F7John (Smith) Jones (1844-1902), etc. Click on the F keys within your data entry and the phrase will appear.  Once your Smith project is complete, simply enter phrases for your next large project.

Setting up Function Keys for use with PastPerfect
Setting up Function Keys for use with PastPerfect

Function keys are individual to you and your sign-in.

Alison Hird provides free-lance consultant support for organizations in Southern Ontario who use PastPerfect.

What other short-cuts or handy-hints would you like to see?  Email Alison with your request.

Museum Software producers of PastPerfect shared the following video  U-tube.

 

 

Handy Hints – PastPerfect Rename List A

Within Contacts of PastPerfect there are several ‘ready-made’ sections:

Membership, Volunteers, Docents (Tour Guides), Donors (Monetary) and more.

There is also two main lists – A List and B List.  Many museums use these for different categories.  In my experience, I have seen several organizations use the A List and B List for their Artifact Donors and Artifact Lenders.

Did you know that you can change/update this name label for these Lists?  For instance – A List can be changed to Lenders.

It’s simple:

Select Setup, Custom Fields, Contacts – on the right hand side you’ll see A List and B List. Here you can over-type and rename the label. You can use up to 12 digits. Be warned, however, from the main Contacts Page, only the first 10 letters are shown. It is a good idea to choose the new name with this in mind.

Contact me if you have any questions, or leave a comment below.

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Introducing Handy Hints – Working with PastPerfect

Museum Software’s PastPerfect is a fabulous package for cataloguing your collection. Ideal for Museums, Historical Societies, art galleries or in fact any organization that has an extensive collection.

This ready-to-use software, doesn’t need be to be built, programmed, and very little customization is required to get going. You can download a trial copy to test it out…. Trial

If you contact me, I am happy to tour you around the trial version. We can discuss what you do today, and how PastPerfect may be of benefit to you.

Importing existing databases can be tricky and a reasonable cost service for this is offered by the Museum Software Group.

I have worked with PastPerfect since 2005 and am situated in Ontario. Through this blog I intend to offer handy hints on best practices for using PastPerfect.

For many years I have participated in a PastPerfect User Group which meets twice a year in Southern Ontario.  Drop me a line if you’d like to join this group.

A service to photograph and document artifacts.
A service to photograph and document artifacts.