You can select different data sheets by clicking on a tab. The data sheets include Account, Contact, Lead, To-Do and Event.

Click the tab for the type of new record you will be creating, then click the New button on the tab's toolbar or press Ctrl+N. Enter all the needed information into the data fields in the lower half of the main screen.

Select a record in the list by clicking on the record. This will bring up that record's data at the bottom of the main screen, which can be edited as needed.

Click the Delete button on the main toolbar or press Ctrl+D.

You can create a report from any of the tabs within Reflect, which will display the list of records from that data sheet. Click Preview to view the report for that tab.

• Click Print if you want to print a list of records.
• Click PDF if you want to save a list of records as a PDF file.

Right click on the list from any tab and select Import items from CSV file.

The Match CSV Fields dialog will appear, where you can match all needed fields from the csv file to Reflect item fields. You can see the Imported Fields listed on the left side of the screen and the Reflect Account Fields on the right side. To match an Imported Field to an Account Field, click on the corresponding Account Field under the Matching Import Fields column, and then select the matching field in the drop menu that will appear.

Select the item(s) that you want to export from a list. Right click on the item(s) and click Export to CSV file.