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Clients & Profits Online User Guide |
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 Clients & Profits starts up like any other Windows or Macintosh application: simply double-click on the program, open the database, then introduce yourself. Because Clients & Profits is a multi-user application, many people could be sharing it at any one time. By introducing yourself to Clients & Profits with your initials, the system becomes aware that you're using it. Every potential Clients & Profits user should be added to the Users table separately. When a user starts Clients & Profits, he or she will be prompted to enter their initials and an optional password. The initials and password combination verifies that they can use all or part of the system. System Managers can give each user access to parts of Clients & Profits, as well as special preferences (such as window positions, status codes, pop-up warning messages, etc.). These preferences are portable, so they travel with you to any computer you may use in the shop -- whether or not it's a PC or a Mac.  1. Double-click on the Clients & Profits program. 2. If prompted, select and open your database. Clients & Profits opens the last database you've used automatically. In some cases, you will be asked to select and open your database. The first time you use a new version of Clients & Profits (after installing an update, for example) you'll be prompted to select and open a database. Clients & Profits thereafter remembers where your database is stored. To open your database from the Open dialog: click Desktop to list your hard drives and servers; click on the name of the drive, server, or folder(s) that contain the database then click Open; then click on the database itself then click Open. 3. Enter your initials, then press Tab. Your initials help the system track who's doing what. The system remembers when you start and stop Clients & Profits, as well as what kinds of entries you make. You must be an authorized user to use Clients & Profits. If you're using Clients & Profits for the first time, enter your initials as MGR. This user is your default System Manager, enabling you to add, edit, and delete users. It has no password, so it can be used temporarily until you've set up your users and passwords. If you enter your initials and get the message "user not found" then you're not an authorized user. First, make sure you're entering the right initials (don't forget a middle initial, for example). If the message still appears, see your System Manager. 4. Enter your password, then press Tab. Passwords are sometimes used to validate who you are to Clients & Profits. If your System Manager requires passwords, it must be entered. Passwords are case sensitive, which means capital letters are different from lowercase letters. If your password is ROSEBUD, for example, entering Rosebud wouldn't work. If you get an error when entering your password, check your case. If you don't have a password, the Introduce Yourself window closes automatically. 5. Click OK. |
