The Database program is used to store and display client data. And by keeping this information readily accessible, the Database program makes the tracking of clients easy.

 

Noteworthy features include:

1.Custom Fields can be added to the grid by clicking on Setup/System and selecting Custom Fields from the navigation menu on the left.

2.A pop up menu for the grid is accessible by right clicking. It gives the ability to:

1.Add/remove columns from the grid. Column order may be changed after they are added by dragging column headers to the desired location.

2.Toggle whether to allow records (rows) to use multiple lines.

3.Auto-size columns.

4.Apply proper case to a record (row).

5.Edit within the grid.

Client Notes may be edited in the 'Client Notes' tab. They may also be added in the Client/Quick Note menu. Note types may be edited in Setup/System by selecting Word Lists from the navigation menu on the left.