What do I do first? - Categories.

A typical question for any new piece of software. Record Sage, being an online application, is no different. Even though it's very simple to use (especially for me, since I wrote it) - some people do have questions, so I'll try to elaborate on various related topics and if anyone has any questions - either enter them in comments or Record Sage Forums.

The first thing you should do is create some Categories. Record Sage provides many reports and most of them sort the data by Categories. For example if you're setting up a shopping list - you could have the Categories represent types of food or store departments, thus making your shopping experience that much easier. Another example would be the report that shows Business Cards - those will also show up nicely segregated into Categories, so all your vendors could be together and your clients could be together etc. The Skype Directory report does the same segregation for all your Skype contacts.

Since the Categories is such a prevalent part of Record Sage - you have the convenience of ease access and maintenance of them via the Categories link at the top of every page you see. You can set up as many as you'd like and use them as you see fit - there are no limitations. The maintenance for Categories is as simple as any other list maintenance in Record Sage.

Just be careful not to delete Categories that you've used in some Items.