Select Manage > Define Collection Types




Here you will find listed all of the currently defined collection types and whether or not they appear in the tree.




Click the Insert button.  A new row is added with default values.

Beginning of Custom Home Inventory Software

Type in new values for the Name and Description.  Here we are indicating that we want to define a custom Home Inventory Software solution.




While we are here, let us hide unused collection types by unchecking the Show In Tree column.




Click the Close button to continue.  Now your main window looks like this.  Notice the tree view.   We are on our way to a custom Home Inventory Software solution that meets our individual needs.




Click in the new Home Inventory folder in the tree view and check Edit Captions.




Now start typing captions for the fields that you want to use.  Keep in mind that this tab is for information used to identify items.  The Description tab is for other information.  So we will limit our entries on this tab to the very basic information required for identification only.  This is a key feature of any home invntory software.




Click the Description tab.  Note that some captions are already provided for you.  You can change the Date captions but the Values are used in the built in statistics so you can not change their captions.




Here Edit Captions has been checked and all of the desired captions have been entered.  Notice that I added “Purchase Price” and “Date Purchased” fields.  These are available in the Receipt tab for those who purchase a subscription.  However, it can be easily added and recorded here for now.




We are ready to start entering data.  First let’s switch to the Identification tab and make sure our Home Inventory collection type is selected in our tree view.  Now we click the “Ins” button and a new item (with a generated default tree label) is added to our tree view under our Home Inventory collection type.  Now we are ready to start typing in values for this new item starting with the Item field.




At this point I realize that I probably want to record location some where.  I could add a new location Caption in the description tab but I have decided to do something different.  Instead, I will create location folders.  I will then create items in those location folders. 

I start by selecting “Home Inventory” in the tree view and then clicking the “Ins” button.  I then type “Living Room” into the Item field.  I then repeat the process for each location folder until my tree view looks as follows.  You can always create new location folders later as you need them.




 I want to add an item that is located in my living room.  I select the Living Room item in the tree view and press the “Ins” button.  This causes “Living Room” to become a folder and creates a new item within it.




Here I have entered (but not yet saved) identification information for my first item.  Note that you have to hit enter or tab out of the field to record the new value.  This will add that value to the drop down list for future reference.  You can manually edit values in drop down lists as well.

Click the Save button to actually save the changes to the new item.  I will now click the Save button and switch to the Description tab with my new customized home inventory solution.




Here I have entered (and saved) some description information.  This is another key feature of home inventory software.

Good to go now!

Now I will enter more living room items.  I select the “Living Room” folder and click “Ins” for each item of my Home Inventory that is located in the living room.