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How Identity Tabs Work and Tab Examples
Hello Everyone!
Today I am going to talk about how RoboForm uses Identity Tabs within your identities to autofill forms on the web forms that you visit and want to use.
Fields in the Identity are grouped in tabs.
You can see only one tab at a time in Identity Editor.
When you click on another tab, you will see another group of fields.
These are tabs available in Identity:
- Person
- Business
- Address
- Credit Card
- Bank Account
- Authentication.
Each tab can have many instances.
Example: Credit Card is a tab in Identity.
Credit Card tab can have many instances. So you can store many credit cards in one Identity. Each tab instance has a name.
There are two additional tabs in Identity that cannot have
instances:
- Summary. This is just a non-editable summary of all other tabs.
- Custom. This contains user-defined fields.
Instance Tree in Left Navigator.
The whole tab and tab instance hierarchy is shown as a tree in the
left navigator window:
- If tab has only one instance, it is shown as a tree node directly
under the identity node.
- If tab has more than one instance, then the tree node under the
identity represents the tab itself (one level down) and children nodes
of the tab represent individual tab instances (two levels down).
When tab has only one instance, the name of this instance is not shown,
instead tab name (such as Credit Card or Person) is shown.
When you create second instance of the tab, then the first instance of
the tab gets the default name “[Main]“.
You can change the default instance name by renaming the instance.
Create New Instance.
Select tab in which you want to create new instance by clicking it in
the list of tabs.
A button with current tab name in Editor Toolbar indicates what tab you selected.
Click “New <Tab Name>” button in Editor toolbar, this would create new
instance of tab.
For example, to create second Credit Card, click “Credit Card” tab,
then click “New Credit Card” button.
Delete Instance.
Click tab name in Editor toolbar, select Delete, this would delete the
current instance.
Or right-click the instance in the Left Tree Navigator and select Delete.
For example, to delete an Address that you do not need, select the
Address to delete in Left Navigator Tree, then select “Address -> Delete” in toolbar or right-click instance in the tree and select Delete.
Rename Instance.
Select the instance to be renamed in the Left Tree Navigator, right-click it and select Rename.
Or click tab name in Editor toolbar and select Rename. This would rename the selected instance.
Clear Instance.
Click tab name in Editor toolbar, select Clear. This would empty all values in the current instance.
Form Filling with Instances.
Mouse over the button that has name of your Identity on it.
A list of all instances will be shown and you will be able to select what instances to use in form filling before clicking Fill Forms button.
Identity Fields and Tab Meaning
Identity is made of tabs.
Every tab represents an object in real world.
So Identity bundles together a bunch of related objects.
All tabs can have multiple instances, each representing an object of the same kind.
The meaning of most Identity fields is obvious, here are some explanations for those that are not.
* Summary Tab
Summary tab is an informational tab that shows summary of fields in
the Identity or Contact.
It cannot be edited, you need to edit the tabs from which this summary
data is assembled. Summary tab has only one instance.
* Person Tab
Person is a live person that is identified by his/her name, date of
birth, Social Security Number or its equivalent.
A person has a set of phone numbers associated with him/her.
Also a person has an email and several instant messenger IDs.
Several persons that form a family usually appear in one Identity.
In a business world, several Persons who belong to the same Business
can be put into one Identity.
Title is the same as Salutation.
Phone Numbers.
* Phone Number format depends on Country of your Identity, so make
sure that Country is correct.
* Do not enter country code and/or dialing prefixes into Phone Numbers
RoboForm generates these prefixes automatically when filling forms.
Example: German phone number “551 53 11 508″ should not be entered as
“0-551-53 11 508″ or “+49-551-53 11 508″, RoboForm can generate both
long distance prefix “0″ and country code “49″ when filling forms.
* The field after “x” is for Extension. Put it in if your phone number
has one.
* Phone is your default phone, it is filled when web site form asks
for Phone without saying which phone it is — Home or Work.
* We assume that your Daytime Phone is same as your Work Phone and
your Evening Phone is same as your Home Phone, that is that you work
at daytime and go home in the evening.
Income: put in an integer in dollars, do not use commas, dots or
dollar/pound signs.
Driver License Number: do not use dashes or spaces.
* Business Tab
Business Tab represents a business entity such as Company, Corporation,
Organization, Government Agency, School or Church with which Person(s)
are associated (they work in there, or visit there).
Business has a name, Web Site, business type, etc. Business address is
stored in Address tab.
Business phones are stored in Person tab. If you do not know any
specific person in the business, you are filling fields for a virtual
person such as phone operator or sales or support person.
* Address Tab
Address is an address of a physical (geographical) location.
You can have several Addresses in an Identity. For example, a family
would have their main home as first Address as their vacation home as
second Address. A company would have each office as an Address.
Address format depends on Country of your Identity, make sure Country
is correct.
Country field in Address tab is not editable, you can change it in
Edit -> Country, thus changing the Identity country-related formats
and rules.
Address Line 1 contains House Number and Street Name.
If you use a PO Box, put the PO Box number into this line like so:
“PO Box 10101″. Address Line 2 contains your Apartment Number like so:
“Apt. 202″.
Actually you can put whatever you want in both lines.
Zip 5+4: the last 4 digits of the Zip code are not required.
Moreover, some sites allow Zip codes only with 5 digits.
* Credit Card Tab
Just a Credit Card. A family or a company can have one or
more credit cards.
Credit Card Number: enter it without dashes or spaces.
Card Validation Code: this is a 3- or 4-digit number that is usually
printed next to your signature.
This is a new credit card verification feature that is requested
fairly often by sites.
Card User Name should be in format “FirstName LastName”, no Middle
Initial is allowed.
Card Customer Service Phone is the 800 number of Customer Service of
your Card Issuing Bank.
* Bank Account Tab
Same as with credit cards, a family or a company can have several bank
accounts and RoboForm reflects that.
* Authentication Tab
Here you can store your favorite passwords and security questions that
you would use when creating new accounts.
The User ID and Password fields are your *default* passwords.
When you want to save an existing UserID/Password pair, use Passcards
for this, do not put them into Identity.
Put into Identity the default low-security UserID/Password pair that
you would use for security-insensitive sites.
Password Question is the question that that sites ask you when you
forget the password. Many sites allow you to define this question,
hence the field.
A common question is “What is your mother maiden name?”
Password Answer is your standard answer to the standard question above.
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Printable Manual is available:
* in HTML
* in PDF
I hope this helps you!
All The Best!
Terry Russell
A+ Computer Service Technician
Reliant Services
1989-2009
http://www.reliantonlineservices.com
http://www.problemswithcomputer.com
http://www.work-at-home-jobs-canada.com
