Data Utilities

Backup

Backup Client Database and Data Files This utility allows the user to make a backup copy of the client database containing the client names and addresses, and a copy of the client data files that are…

Jake Forster
Updated 4 months ago by Jake Forster

Filter/Sort Client List

Filter/Sort Client List This option is accessed from the UTILITIES menu on the Module Library screen. The user may sort the Client List by client name or by the two character Client Code. When sortin…

Jake Forster
Updated 4 months ago by Jake Forster

Find Client

Find Client Finding a Client by entering search text: A user may locate clients quickly in the list by entering a part of the client name (or ID number if displayed in the client list. Double-click t…

Jake Forster
Updated 4 months ago by Jake Forster

Purge Deleted Clients

Purge Deleted Clients This option frees disk space by erasing Clients and their data files that were marked for deletion from the Client List. After this operation those Clients may no longer be Unde…

Jake Forster
Updated 4 months ago by Jake Forster

Restore

Restore Backed-Up Data This utility allows the user to restore data that was backed-up using the Backup utility. The destination of the restore is always the current data path as set on the Configura…

Jake Forster
Updated 4 months ago by Jake Forster

Set Client Codes

Set Client Codes The client database allows the user to assign a two character code to each client. The code is optional and may be used to organize clients by sorting or filtering the client list ba…

Jake Forster
Updated 4 months ago by Jake Forster

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