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DETAIL.DOC
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1991-09-26
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Client Detail File:
Overview:
A miniature 12 field database within the program:
The Client Detail File is an extension to the Client file that gives you an ì
additional 12 fields of data entry. Four of them have indexes to ì
accommodate quick look up of data in Quick Stats [TM] and in the reports ì
option on this menu.
To perform a field-by-field count of the Client Detail File, go to the ì
'Fast Search Through Data' menu and observe Quick Stats [TM], selections 13 ì
through 16:
13 = Client detail file, Field one
14 = Client detail file, Field two
15 = Client detail file, Field three
16 = Client detail file, Field four
The Client Detail File is an adjunct to the Client file, Add or Get ì
Options.
==============
| OPTION 1: |
==============
In option 1 in the Client Detail File you can display or edit the 12 extra ì
fields assigned to the Client record you just branched from.
==============
| OPTION 2: |
==============
In option 2 in the Client Detail File change the heading for each of the 12 ì
fields and make them more specific to your application. By default, they ì
are:
'Field 1' through 'Field 12'
==============
| OPTION 3: |
==============
This option gives you the ability to look at the Client Detail File in any ì
one of five 'views' or search criteria:
"1) Search by Company Name"
"2) Search by Field 1"è "3) Search by Field 2"
"4) Search by Field 3"
"5) View or search by Field 4"
Once you select your 'view,' then all records in the Client Detail File are ì
stacked or ordered in that sequence. If, for example, you select the Field ì
1 'view', then after you search and locate one record, all records before ì
and after that one will be ordered alphabetically by Field 1 in the Client ì
Detail File.
==============
| OPTION 4: |
==============
In option 4, you can select to have the following five reports printed from ì
the Client Detail File:
1) Client
2) Field 1
3) Field 2
4) Field 3
5) Field 4