1. Enter a New Client -
The Navigation and Client Selection area, pictured to the right, is where
you enter a new client. Just click on the New button or use
Alt-N on your keyboard and a new record will open up in the
database with the cursor ready on the First Name field for
you to type in someone new. When you do, make sure to complete the Required
fields in the Required section of the database. These fields are necessary
to do reports for your clients. If you plan to send any email reports to someone
that you are entering in, make sure to include their email address in the
Additional Information area of the form as well.
2. Delete
an Existing Client -
Deleting an existing client is
very easy. Just click on the Delete key or use Alt-D
on your keyboard.
3.
Locate a Client by Last Name
Just like the previous version
of the Book of Destiny, you can quickly move to a particular client by typing
in the letters of their last name in the Locate Client by Last Name
field. Once your database is over 20 or so people, this feature will save
you lots of time in finding people. And, for this reason, it is always recommended
that you use both first and last names for your clients. All those entered
with no first names will be at the top of the database and harder to locate.
Usually by typing the first 4 or 5 letters of their last name, you will go
right to them.
4.
Select a different database of clients
For these and the next couple
of functions, we will using the Database Control Panel of
the form depicted here.
This section displays the database
that is being used. If you want to select a different database, just click
on the Open button. That will bring up the select a database
box as shown.
You can select a database to choose by clicking once and then clicking the
Open button or by simply double-clicking
on the database you wish to select.
5.
Create a New Database of Clients
You
can create as many new databases as you like. Simply click the New button
on the Database control panel and a small form will open up, like the one
on the right, where you simply give your new database a name.
IMPORTANT NOTE: Your new database
name must not contain any spaces or special punctuation characters. Just letters
and numbers are allowed. Here I have given my new database the name of Temp.
You can create separate databases for friends, family members, people you
work with, or clients by the year or whatever you choose.
6. Delete
an Existing Database of Clients
This is a very easy thing to do.
Just click on the Delete button on the Database Control Panel and you will
get a Delete Database form just like the Open Database form above. Select
the database you wish to delete and click on the Open button.
7.
Navigate to the beginning or end of your current database
Again, here we only have to use
the arrow buttons found under the New, Delete and Search buttons to move around
our current database.
8.
Key Violation Errors
You will get a Key
Violation error if you try to enter someone in your database
who is already in there. This is because your databases only allow one record
for each unique person. A unique person in this case is defined as someone
who has a unique first name, last name and birthday. If you get a Key Violation
error message, this means you are trying to enter someone who is already in
your database. The solution? Just click on the Delete key
to remove the new one you are trying to enter.
9. Importing your clients
from Book of Destiny 2.0, or Love Cards Reporter 2.0 or the Path of Destiny
2.0
To get your existing clients from
an earlier version of Book of Destiny, or the other two programs listed above,
you need to go back to the Main screen and click on the Client File menu as
shown.
Select
Import from 2.0 from the drop-down menu.This will bring up
a special form where you can select the database to import and which of your
existing databases to import it into.
Here is the form that comes up:
First, click on the Choose
Databse to Import From button and select the database from the Window.
This automatically goes to the
default location of any of the other programs, which is the C:\Program
Files\Cards\ folder. If you have installed the other programs in
a different directory than that, you will have to locate it for the Look in:
part of the form. Once you have selected the Clients.db file
from its current location, click on the Open button. Then,
repeat the same thing by clicking on the Choose Databse to Import
To button. Here you should be looking at your current directory and
databases you have created. Once you have selected one of these, your form
should be looking like this:
Here, I have chosen to import
my old database into the Test.db database that I created earlier. It is advisable
that you create a new database before importing. But, if you like, you can
use the Clients.db that is included when you first start
up. Now, all you have to do is click on the Import button.
If you have done everything right so far, you should see this:
And
thats about all there is to it!
Copyright 2003 by Robert Lee Camp
Seven Thunders Publishing
P.O. Box 18959
Asheville, NC 28801
(828) 236-0221
themagi@7thunders.com
