User Guide

Welcome to the Travelling BusinessMan User Guide!

Travelling BusinessMan, TBM, is a specialised contact management system targeted at business people with many international clients.

TBM sorts and organises your clients for you, streamlines your workflow, improves business efficiency and so much more. All this is at the convenience of the Command-Line Interface. TBM does more than just tracking your clients!

This user guide will be a starting point for you in getting oriented with how TBM works and how you can integrate it into your professional journey!

Table of Contents

• Table of Contents
• About
• Quickstart
• TBM’s Features
  • 1. Managing your Clients
    • 1.1: Adding a client: client add
    • 1.2: Deleting a client: client delete
    • 1.3: Editing a client: client edit
    • 1.4: Viewing all your clients: client list
    • 1.5: Viewing a particular client: client view
    • 1.6: Finding clients: client find
    • 1.7: Filtering clients by country: country filter
  • 2. Keeping Track of Important Information via Notes and Tags
    • 2.1: Client Notes
      • 2.1.1: Adding client notes: client note add
      • 2.1.2: Deleting client notes: client note delete
      • 2.1.3: Editing client notes: client note edit
    • 2.2: Country Notes
      • 2.2.1: Viewing notes for a country: country note view
      • 2.2.2: Adding notes for a country: country note add
      • 2.2.3: Editing notes for a country: country note edit
      • 2.2.4: Deleting notes for a country: country note delete
  • 3. Getting Suggested Clients
  • 4. Clearing All your Entries
  • 5. Exiting the Program
  • 6. Saving your Data
  • 7. Viewing Help
• Command Summary
• Parameter Constraints Summary
• Glossary
• Frequently Asked Questions (FAQ)
• Appendix A - Introduction to the UI
  • Start Page
  • UI when Viewing Clients
  • UI when Viewing Country
  • Help Window
• Appendix B: International Standards Followed
  • ISO Country Codes
  • Phone Numbers
• Appendix C: Expected Command Behaviour Screenshots
  • Adding a client
  • Deleting a client
  • Editing a client
  • Viewing all clients
  • Viewing a client
  • Finding clients
  • Filtering by country
  • Adding client notes
  • Deleting client notes
  • Editing client notes
  • Viewing country note
  • Adding country note
  • Editing country note
  • Deleting country note
  • Getting client suggestions
  • Clearing all data

About

Using this User Guide

This User Guide has been structured such that users can easily find and understand what they need.

• The Table of Contents has links that allow you to quickly navigate around this document.
• Quickstart consists of instructions to set up TBM and get yourself started.
• TBM Features include the details of the main features of TBM, such as managing your clients and keeping track of important information.
  • For each feature, we give a brief description of how you might use it, the command format as well as some useful examples.
  • We also provide a link that leads to a specific part of Appendix C: Expected Command Behaviour so you can see the before and after status of running these commands. There are return links back to the command for you to quickly return from the Appendix.

Tips

Quickstart

Before you start using TBM,

1. Ensure you have Java 11.

2. Download the application file (.jar file) from here.

3. Navigate to the directory that the application file was downloaded to. To start the application:

   1. Double click on the TBM.jar file and the application will start shortly.

   2. Alternatively, open any shell terminal in the current directory and run the command java -jar TBM.jar.

You should see the following display:

Figure 1. TBM Application

Now that you have started TBM,

1. Type any command in the command box and press Enter to execute it.

2. (Recommended for new users) The help command will show a help page of some commonly used commands to fully utilise TBM.

   • Either press the F1 key on your keyboard, or type the help command in the command box and press Enter to execute it. e.g. typing help and pressing Enter will open the help window.
     

TBM’s Features

TBM’s key features revolve around Managing your Clients and Keeping Track of Important Information. The following sections outline the commands that TBM supports. For each command, a short description of its intended use is followed by the format that you should follow to execute the command correctly. Examples have been provided for the more complex commands. Should you need a pictorial reference on the before and after state of issuing these commands, links to the relevant sections within Appendix C have been provided for these commands.

A summary of all the commands can be found in our command summary table.

Certain commands require parameters. A quick summary of these parameters as well as their prefixes and constraints can be found in our parameters summary table.

1. Managing your Clients

To do your business in bliss , you need to keep track of a multitude of clients and, you need to do it quickly. Adding, Deleting, Editing, Viewing and Finding your clients can be done in a mere handful of keystrokes that make the most out of your fast typing speeds.

1.1: Adding a client: client add

Adds a new client into TBM, you simply have to provide the mandatory parameters as described by the format below. Adding the other optional parameters can be done by subsequently issuing an edit command for that client.

Format: client add n/NAME p/PHONE_NUMBER e/EMAIL a/ADDRESS c/COUNTRY_CODE tz/TIMEZONE [ce/CONTRACT_EXPIRY_DATE]

Please refer to Appendix B to understand the International Standards that TBM follows for phone numbers and country codes.

Example:

• Command: client add n/Katya p/98123456 e/katya@yahoo.com a/Vladivostok, Nevelskogo, bld. 15, appt. 256 c/RU tz/UTC+03:00 ce/2-3-2020
  

  Adds a new client with name Katya, phone number 98123456, email katya@yahoo.com, address Vladivostok, Nevelskogo, bld. 15, appt. 256, country Russia, timezone UTC+03:00, contract expiry date 2 Mar 2020.

For a visual example on how the command works, refer to Appendix C: Expected Command Behaviour Screenshots

Back to Table of Contents

1.2: Deleting a client: client delete

Deletes an existing client from TBM, you have to make reference to the Client’s index. This can be easily read off from the client card as shown here.

Format: client delete CLIENT_INDEX

Example:

• Command: client delete 5

  Deletes the client at index 5 of the list panel.

For a visual example on how the command works, refer to Appendix C: Expected Command Behaviour Screenshots

Back to Table of Contents

1.3: Editing a client: client edit

Edits a client’s information by their index in the list view. Only edits the fields that have been passed in as parameters.

Format: client edit CLIENT_INDEX (n/NAME) (p/PHONE) (e/EMAIL) (a/ADDRESS) (c/COUNTRY_CODE) (tz/TIMEZONE) (ce/CONTRACT_EXPIRY)

Examples:

• Command: client edit 5 n/Katya

  Only edits name to Katya, other fields remain the same.

• Command: client edit 4 n/Alek p/34842097 e/dcsdcr@nus.edu.sg

  Edits name to Alek, phone number to 34842097 and email to dcsdcr@nus.edu.sg, other fields remain the same.

• Command: client edit 1 c/JP tz/UTC+07:00

  Edits country to Japan and timezone to UTC+07:00, other fields remain the same.

For a visual example on how the command works, refer to Appendix C: Expected Command Behaviour Screenshots

Back to Table of Contents

1.4: Viewing all your clients: client list

Shows a list of all clients in TBM. Client Cards are intended to display the most important details succinctly. Therefore, if a particular data field is too long, you should view them in full using the client view command.

This command will also reset the left display panel to its default view.

Format: client list

For a visual example on how the command works, refer to Appendix C: Expected Command Behaviour Screenshots

Back to Table of Contents

1.5: Viewing a particular client: client view

Views the client specified by the CLIENT_INDEX parameter. All the details for this client as well as notes related to this client will be shown in the Display Panel.

Format: client view CLIENT_INDEX

Example:

Given the current list of clients:

1. Katya
2. Alex

Command: client view 2

The information for the client at index 2 of the list will be shown. In the example above, Alex’s information will be displayed.

For a visual example on how the command works, refer to Appendix C: Expected Command Behaviour Screenshots

Back to Table of Contents

1.6: Finding clients: client find

Finds clients whose names contain any of the given keywords.

Format: client find KEYWORD [MORE_KEYWORDS]

• The search is case-insensitive. e.g hans will match Hans.
• The order of the keywords does not matter. e.g. Hans Bo will match Bo Hans.
• Only the name is searched.
• Only full words will be matched e.g. Han will not match Hans.
• Clients matching at least one keyword will be returned (i.e. OR search). e.g. Hans Bo will return Hans Gruber and Bo Yang.

Examples:

• Command: client find katya

  Finds all clients with names that matches katya.

• Command: client find Katya Hans

  Finds all clients whose names contain either Katya or Hans.

For a visual example on how the command works, refer to Appendix C: Expected Command Behaviour Screenshots

Back to Table of Contents

1.7: Filtering clients by country: country filter

Filters and gives you a list of clients that are associated to the specificed country.

Format: country filter c/COUNTRY_CODE

Examples:

• Command: country filter c/SG

  Filters by clients in Singapore.

• Command: country filter c/RU

  Filters by clients in Russia.

For a visual example on how the command works, refer to Appendix C: Expected Command Behaviour Screenshots.

Back to Table of Contents

2. Keeping Track of Important Information via Notes and Tags

Managing your relationships with your Clients is quick and easy thanks to TBM’s Notes and Tags. You can write notes about your Clients or Countries to help you remember the nuances that you need to be mindful of. You can tag these notes for easy reference as well.

2.1: Client Notes

2.1.1: Adding client notes: client note add

Adds a note to a particular client at the specified index in the list view. TBM will notify you with a “duplicate note” message if you happen to add a note which already exists (i.e. has the same content and set of tags). We do this to avoid unnecessary clutter for you.

Format: client note add CLIENT_INDEX nt/NOTE_STRING [t/TAG]...

Examples:

• Command: client note add 1 nt/wants meetings to be as short as possible (preferably 30 mins) t/pref

  Adds a note with a tag to the first client in the list.

• Command: client note add 2 nt/prefers emails to calls

  Adds a note to the second client in the list.

• Command: client note add 4 nt/need to slowly convince him to sign the contract t/meeting

  Adds a note with a tag to the fourth client in the list.

For a visual example on how the command works, refer to Appendix C: Expected Command Behaviour Screenshots

Back to Table of Contents

2.1.2: Deleting client notes: client note delete

Deletes a note of a client (denoted by a client’s index) by the note’s index.

Format: client note delete CLIENT_INDEX CLIENT_NOTE_INDEX

Examples:

• client note delete 2 1
• client note delete 1 12 i.e. 12th note of client 1

For a visual example on how the command works, refer to Appendix C: Expected Command Behaviour Screenshots

Back to Table of Contents

2.1.3: Editing client notes: client note edit

Edits a note of a client (denoted by that client’s index) by the note’s index. Supplying tags to the command will add the tags onto the current existing tags for that note.

Format: client note edit CLIENT_INDEX CLIENT_NOTE_INDEX (nt/NOTE_STRING) (t/TAG)...

Examples:

• client note edit 2 1 nt/prefers face-to-face meetings to calls Just edits the note contents. The existing tags will be preserved.

• client note edit 2 1 t/ItalianRestaurants Just adds a new tag t/ItalianRestaurants. Existing tags and the note contents will be unchanged.

• client note edit 2 1 nt/prefers face-to-face meetings to calls t/ItalianRestaurants Edits the note contents as well as adds a new tag t/ItalianRestaurants

For a visual example on how the command works, refer to Appendix C: Expected Command Behaviour Screenshots

Back to Table of Contents

2.2: Country Notes

2.2.1: Viewing notes for a country: country note view

Views the list of country notes that are associated with the country corresponding to the country code supplied. If no country code is given, all country notes in TBM will be shown.

Format: country note view [c/COUNTRY_CODE]

Examples:

• Command: country note view

  All country notes in TBM will be displayed.

• Command: country note view c/SG

  Only country notes for Singapore will be displayed.

For a visual example on how the command works, refer to Appendix C: Expected Command Behaviour Screenshots.

Back to Table of Contents

2.2.2: Adding notes for a country: country note add

Adds a note that will be associated with the country corresponding to the country code supplied.

Format: country note add c/COUNTRY_CODE nt/NOTE_STRING [t/TAG]...

Examples:

• Command: country note add c/SG nt/has one of the lowest corporate taxes in the world t/tax

  Adds a note for the country of Singapore with the following specifications:

  • Content: has one of the lowest corporate taxes in the world
  • Tag: tax
    
    

• Command: country note add c/CN nt/building good relations (guanxi) is important when conducting business here t/intercultural

  Adds a note for the country of China with the following specifications:

  • Content: building good relations (guanxi) is important when conducting business here
  • Tag: intercultural
    
    

• Command: country note add c/IN nt/is world's fastest growing economy

  Adds a note for the country of India with the following specifications:

  • Content: is world’s fastest growing economy
  • Tag: untagged

For a visual example on how the command works, refer to Appendix C: Expected Command Behaviour Screenshots.

Back to Table of Contents

2.2.3: Editing notes for a country: country note edit

Edits a note that is associated with a specific country at the given index based on the current view of the list panel displaying country notes. Supplying tags to the command will add the tags onto the current existing tags for that note.

Due to ambiguity, editing of a country note when the country notes panel is not being displayed is not allowed, and an error message will be shown if this is attempted.

Format: country note edit COUNTRY_NOTE_INDEX (nt/NOTE_STRING) (t/TAG)...

Example:

Given the list of country notes in the country note list panel:

Japan
--------
1. A high-context country, hence building relationships is important for doing business [tag: intercultural]

Singapore
--------
2. Small domestic market as compared to rest of SEA countries [tag: marketsize]

Thailand
--------
3. Political unrest in the capital [tag: politics]

Command: country note edit 2 nt/Rising middle class with increased purchasing power t/spending

Edits the second country note in the country notes panel. In this case, it will be the note under Singapore. The resulting list will look like:

Japan
--------
1. A high-context country, hence building relationships is important for doing business [tag: intercultural]

Singapore
--------
2. Rising middle class with increased purchasing power [tag: marketsize, spending]

Thailand
--------
3. Political unrest in the capital [tag: politics]

For a visual example on how the command works, refer to Appendix C: Expected Command Behaviour Screenshots.

Back to Table of Contents

2.2.4: Deleting notes for a country: country note delete

Deletes a note that is associated with a specific country at the given index based on the current view of the list panel displaying country notes.

Due to ambiguity, deleting of a country note when the country notes panel is not being displayed is not allowed, and an error message will be shown if this is attempted.

Format: country note delete COUNTRY_NOTE_INDEX

Example:

• Command: country note delete 1

  Deletes the country note at index 1 of the country notes list panel.

For a visual example on how the command works, refer to Appendix C: Expected Command Behaviour Screenshots.

Back to Table of Contents

3. Getting Suggested Clients

Obtains a list of clients based on the client suggestion type(s) passed in. This command will also reset the left display panel to its default view.

Format: client suggest by/SUGGESTION_TYPE [by/SUGGESTION_TYPE]...

Examples:

• Command: client suggest by/available

  Obtains a list of clients where the time is 1800-2200 in the client’s timezone (off work hours).

• Command: client suggest by/frequency

  Obtains a list of clients based on the last time their details were modified in TBM. Clients will be considered modified on adding a client, editing a client, adding a client note, deleting a client note or editing a client note. Clients who have not been modified for a longer period will be the first in the list.

• client suggest by/contract

  Obtains a list of clients based on their current contract details. Clients whose contracts are expiring will be shown first.

• client suggest by/contract by/available

  Obtains a list of clients based on their current contract details but only clients who are available will be shown. Clients whose contracts are expiring will be shown first.

For a visual example on how the command works, refer to Appendix C: Expected Command Behaviour Screenshots.

Back to Table of Contents

4. Clearing All your Entries

Deletes all existing information from the application. The end result will be an application with no client/note/country data. The left display panel will be reset to its default view.

Format: clear

For a visual example on how the command works, refer to Appendix C: Expected Command Behaviour Screenshots.

Back to Table of Contents

5. Exiting the Program

Exits the program.

Format: exit

Back to Table of Contents

6. Saving your Data

Your data is automatically saved after every command you enter. The file is saved in the ubiquitous .json format, which allows you to edit the file manually without even opening TBM up.

The location for this file is ./data/tbmManager.json (indicated at the bottom left of the application), where the . represents the directory where you have saved TBM.jar. Here’s a snippet of this editable text file:

{
  "clients" : [ {
    "name" : "Alex Yeoh",
    "phone" : "87438807",
    "email" : "alexyeoh@example.com",
    "address" : "Blk 30 Geylang Street 29, #06-40",
    "country" : "SG",
    "timezone" : "UTC+08:00",
    "contractExpiryDate" : "21-4-2022",
    "lastModifiedInstant" : "2020-11-09T10:07:41.177807Z",
    "clientNotes" : [ {
      "contents" : "Wants to take his wife to Norway for New Years' Day",
      "countryCode" : "NULL_CC",
      "tags" : [ "romantic", "holidayPlans" ]
    }, {
      "contents" : "Prefers to meet up at his office, not that much of a public spaces guy",
      "countryCode" : "NULL_CC",
      "tags" : [ "workPreferences", "meetings" ]
    }, {
      "contents" : "Need to meet him to see his vintage Honda with a side-car.He really loves old cars",
      "countryCode" : "NULL_CC",
      "tags" : [ "hobbies" ]
    }, {
      "contents" : "Birthday tomorrow",
      "countryCode" : "NULL_CC",
      "tags" : [ "reminder" ]
    } ]
  . . .
}

Back to Table of Contents

7. Viewing Help

TBM’s commands are easy to use and remember, but in the case you need to see a list of commonly used commands, simply type help or press the F1 key to access this list in the new help window. Pressing the Esc key will close this window.

Format: help

Back to Table of Contents

Command Summary

Back to Table of Contents

Parameter Constraints Summary

Back to Table of Contents

Glossary

• Business Contact: Synonymous with Client
• Client: Refers to a person whom the user is conducting his/her business with
• UTC: Coordinated Universal Time
• Mainstream OS: Windows, Linux, Unix, macOS
• TBM: Initialism for Travelling BusinessMan

Back to Table of Contents

Frequently Asked Questions (FAQ)

Q1: How do I transfer my data to another computer?
A: Install the app in the other computer and overwrite the empty data file it creates with the file that contains the data of your previous TBM home folder.

Q2: How do I know if Java 11 is already installed on my computer?
A: Open up your favourite command line application and run the command java --version. The output should contain java 11 if Java 11 is installed.

Q3: How do I install Java 11 on my computer?
A: Head to the official download page here, then download and run the installer for your operating system.

Q4: Can I run this application on any operating system?
A: This application can be run on Linux, Windows, and macOS, as long as you have Java 11 installed.

Q5: Can I run this application on my phone?
A: Currently, we do not have a mobile version of our application. This is a planned feature in our upcoming releases. Please stay tuned to our GitHub repository for more updates.

Q6: How do I contact the development team?
A: For business proposals, please head to our About Us page for our contact details. For bug reports or feature requests, please head to our GitHub repository to file an issue.

Q7: Do I need an internet connection to run this application?
A: No, an internet connection is not required to use any of our application’s features.

Q8: Can I contact my clients through the application?
A: No, this is currently not possible.

Back to Table of Contents

Appendix A - Introduction to the UI

Start Page

The diagram below shows the key UI elements of TBM upon first start-up.

Figure 2. Default View

• Command Box allows you to input commands to interact with TBM.

• Client List Panel will always allow you to view all your clients’ information at a go. It’s scrollable so that you never have to worry about not being able to see all your important clients at a single glance!

• Client Card will show you brief information about a particular client.

• Result Display will show you the output of executing your command.

  • It indicates successful commands.

  • On the off-chance there’s a syntax issue, TBM will remind you of the correct syntax it expects, something like this:

  

  Figure 3. Error Display

• Display Panel shall render Client Cards or Country Cards when relevant commands are sent. The default view shows you your local time to the precise second, as well as your current location.
• Local Time indicates the local date and time based on where you are currently.

UI when Viewing Clients

The diagram below is what you should see upon viewing a particular client (i.e. firing up the command client view 1). It shows how to identify a particular client’s CLIENT_INDEX, and an associated note’s CLIENT_NOTE_INDEX.

Figure 4. Client View

Here, the Client Note Card displaying the note that’s tagged as hobbies is referred to by the CLIENT_INDEX of 1.

Being able to identify these is key to adding, deleting and editing client notes as well as editing clients. The time displayed here is the Client’s local time!

UI when Viewing Country

Similarly, COUNTRY_NOTE_INDEX can be identified like so by referring to the index indicated on the Country Note Card:

Figure 5. Country Note View

Help Window

This is what to expect when you type in the help command or press F1:

Figure 6. Help Window

{End of Appendix A, please return to the Table of Contents}

Appendix B: International Standards Followed

ISO Country Codes

TBM utilizes 2-letter country codes that follow the ISO3166 specification. This finding tool can be used.

Phone Numbers

TBM’s format for phone numbers is based on the E.164 standard as recommended by the ITU Telecommunication Standardization Sector (ITU-T). However, TBM doesn’t allow for spaces in between phone number fields. For example, +65 8186 7742 may follow this international standard, but TBM requires you to remove spacing within the phone number field so the correct way to input it would be +65 81867742.

Here are the alternative stylistic choices that you might make when writing out phone numbers, all of which are valid:

• Phone numbers can be grouped into COUNTRY_CODE and NATIONAL_PHONE_NUMBER. We shall refer to NATIONAL_PHONE_NUMBER simply as phone number field in this appendix.
  • Please note that the phone number field may only have a maximum of 12 digits, all without spaces. The digit count restriction is as per the “global services specification” of E.164.
  • COUNTRY_CODE field is optional and may be omitted by you.
    • Adding country codes for the telephone numbers:
      • Country code numbers range from 1 to 3 digits and may be found from this finding tool. You must prepend the country code with a + character.
        • +6581867742 is a valid phone number where +65 is the country code for Singapore.
      • If you wish to, you may also separate country code and phone number fields with a delimiter: Valid delimiters include: the “ “ character, “-“, and “.”
        • +65 81867742 with a “ “ character is also a valid phone number.
        • +65-81867742 with a “-“ character is also a valid phone number.
        • +65.81867742 with a “.” character is also a valid phone number.

      These options have been provided because we know that such delimiting is a matter of cultural preference.

{End of Appendix B, please return to the Table of Contents}

Appendix C: Expected Command Behaviour Screenshots

We’ve added screenshots for you to refer to, to determine easily what the output should be upon issuing a particular command.

Adding a client

In the initial state of TBM below, we can see that there are currently no clients in our application.

To add a client, we execute the following command:

Command: client add n/Katya p/98123456 e/katya@yahoo.com a/Vladivostok, Nevelskogo, bld. 15, appt. 256 c/RU tz/UTC+03:00 ce/2-3-2020

The client should appear with name Katya, phone number 98123456, email address katya@yahoo.com, address Vladivostok, Nevelskogo, bld. 15, appt. 256, country Russia, timezone offset of UTC+03:00 and a contract expiry date of 2 March 2020.

Back to command

Deleting a client

In the initial state of TBM below, we have one client Katya in our application.

We see that the number beside Katya indicates that she has a CLIENT_INDEX of 1. If we wish to delete the client Katya, we execute the following command:

Command: client delete 1

The client should now be removed from our application, and we now have an empty client list panel.

Back to command

Editing a client

In the initial state of TBM below, we have multiple clients in our client list panel.

Suppose the client named Alex Yeoh has changed his number to 12345678, we obtain his CLIENT_INDEX from the number beside his name (1) in the list panel and we execute the following command:

Command: client edit 1 p/12345678

As we can see, the client’s number has changed from 87438807 to 12345678.

Back to command

Viewing all clients

Let’s say that you have filtered and viewed a client, and your TBM looks something like this:

If you want to reset the filtering and list all clients, you can execute the client list command, which will cause TBM to go back to its default view, like so:

Back to command

Viewing a client

In the initial state of TBM below, we have multiple clients in our client list panel. Currently, the display panel on the left is showing the default home screen.

If we want to know more information about the client named Bernice Yu, we obtain his CLIENT_INDEX from the number beside his name (2) in the list panel and we execute the following command:

Command: client view 2

The client’s information will appear in the display panel on the left where we can view more information regarding the client such as the time in his timezone as well as our notes for that client.

Back to command

Finding clients

Before executing the find command, here is what the initial state of TBM looks like:

After executing the find command, we see that the client list has been filtered to only those clients with names that contain the supplied keyword:

Back to command

Filtering by country

Before filtering, here is what it looks like,

After filtering for clients from Spain,

Back to command.

Adding client notes

Adding client notes can be done at any time regardless of which window you’re seeing at that moment. In the following, we add a client note from the default start page itself.

We wish to add the following tagged note:

client note add 2 nt/prefers emails to calls t/preference t/busyBee

Upon issuing the command, you’ll be notified of the addition, but it won’t disturb the current view you’re in and will do so behind the scenes.

If you want to read off the note, you’ll have to enter client view 2, which shall show you the client’s details and notes in a scrollable display panel. Please note that when the display panel has more contents, a scrollbar shall appear for your use.

Back to command.

Deleting client notes

Just like adding you may delete the client note from any window, but here, we show issue the command when we are already viewing a particular client. For example, in the following situation, you want to delete Alex’s note that is labelled as index 2. Notice that Alex is client #1.

Issue the following command:

client note delete 1 2 and you’ll see that the 2nd note from client 1 will be deleted:

Note that the list immediately refreshes and indices of the other notes will be updated accordingly.

Back to command.

Editing client notes

Let’s say we want to change an existing note for Lauren because we realise that she prefers face to face meetings to emails, specifically italian restaurants. Here’s how it looks like beforehand:

Note that the note has note index 1 and Lauren’s client index is 2.

We can edit this information by issuing the command: client note edit 2 1 nt/prefers face-to-face meetings to calls t/ItalianRestaurants. Immediately, the note card will update to reflect the newly edited note like so:

Please note that you could have edited only the tags or only the note contents if you so wished, instead of editing both the note contents and the tags.

Back to command.

Viewing country note

Below is a screenshot of what happens when you enter the command: country note view c/SG to view Singapore notes,

Back to command.

Adding country note

Before adding a note to Singapore, there is only one note for Singapore,

After adding the note, the display automatically updates,

Back to command.

Editing country note

Before editing note 1 of Singapore, ensure that you first view the country notes of Singapore with country note view c/SG,

After editing, you will see the display update to show the new note,

Back to command.

Deleting country note

Initially, this is how the country notes panel will look like after issuing the command country note view.

After issuing the command country note delete 1, notice that the country note belonging to Japan with the content, “A high-context country, hence building relationships is important for doing business”, was deleted.

Back to command.

Getting client suggestions

Initially this is how the client list panel will look like after issuing the command client list.

After issuing the command client suggest by/contract, notice that clients whose contract expiry date ends earlier would be displayed higher in the client list panel.

Back to command.

Clearing all data

This is how TBM looks like with existing data.

After issuing the command clear, notice that all existing data will be cleared from TBM.

Back to command.

{End of Appendix C, please return to the Table of Contents}