Safe Place allows you to create new categories to organize your information. Each category can have up to 40 custom fields. These fields can be organized into groups, which appear as tabs in the Password Detail window.
At least one custom field is required for each category. The first custom field will be used as the record identifier. Data entered into this field will be displayed in the password list view. This field must not be defined a password field (see below).
To edit a category, select Edit Categories from the Category menu, then either create a new category by clicking the New toolbar button, or open an existing category record by double-clicking on it.
To add a new custom field, click the Add Field button. Then type the new field name in the Field Label area.
You can specify the type of data to be stored in each custom field. From the Data Type pop-up menu, select one of these data types:
| Text: Use this for most fields. You can enter in any type of data into a Text field. Text fields can be set to display from one to five lines of text. You can also chose display five lines of text with a scroll bar. |
| If a Text field is set to display five lines with a scroll bar, and the field is the last one in a group, then the text area will extend to the bottom of the window. |
| URL: A URL field will be displayed with a globe icon next to it. Clicking on the globe will launch the URL stored in the field in your default browser. Any type of valid URL can be entered in this field. Place "http://" at the start of a web page URL, "ftp://" at the beginning of an FTP site URL, etc. When you tab out of a URL field, "http://" will automatically be added to the URL if it's not already there. |
| Email Address: An Email Address field will be displayed with an email icon next to it. This button can be clicked to create a new email message to the address specified in the field. Safe Place will create the message using the email client software specified by the operating system. |
| Password: Any data entered into this field type will be displayed using bullet (•••) characters, so the password cannot be easily viewed by onlookers. To view or modify a password, you must first click on the field. You can optionally display the Generate Password button next to a password field. |
| Credit Card Number: This field type is designed for storing credit card numbers. Only numbers and spaces can be entered into this type of field. After entering or modifying a credit card number, Safe Place will check the number using a simple data verification routine to ensure the number entered is a valid credit card number. This is designed to prevent data entry errors. Safe Place only warns you if there appears to be a problem with the number - it will not prevent you from entering any sequence of numbers. |
| You can also specify that spaces should be removed when copying the number to the clipboard. This feature makes it easier to paste the number into web site forms that do not allow spaces when entering credit card numbers. |
| Date: Date fields are large enough only to enter in a full date. The format of the date (dd/mm/yyyy or mm/dd/yyyy) is dependent on your operating system settings. A calendar icon button appears next to the date field to assist you with selecting a date. You can also easily change the date by typing shortcut keys (such as 't' for Today) in the date field. See the Shortcuts topic for more information. |
Each of the above field types (except for Date fields) can hold up to 32,000 characters.
To delete a custom field, select the field in the Custom Fields list and then click the Delete button.
| Warning: If you delete a field that is currently in use by password records, the data for that field will be deleted from the password records as soon as you save your changes to the Category record. |
To better organize your custom fields, you can create groups. Each group can contain one or more custom fields. When viewed in the Password Detail view, each group will appear as a tab.
To create a group, click the Add Tab button. Type the name of the group in the Tab Label area. After creating the group, you can move it to a new position in the Custom Fields list. To add an existing field to the group, drag its name on top of the group name. To add a new custom field to the group, highlight the group name then click the Add Field button.
To delete a group, highlight the group name in the Custom Fields list and then click the Delete button. If the group includes any custom fields, they will be moved out of the group before it is deleted.