Opening A Database In Collect!

This topic explains the different databases that are installed when you install the Collect! program. Each database is completely separate and may be opened for working as described below.

Introduction

Collect! installs a Demonstration database, Master database and Client Prospecting database.

The Master database is empty for entering your own clients and debtors. It contains a minimum number of settings for functioning in Collect!

The Demonstration database contains a small number of clients and debtors to be used while checking out the system or trying out new ideas. It contains numerous samples and settings, giving you a full-bodied demonstration of Collect! and its features.

The Client Prospecting database contains a small number of clients (divisions) and debtors (prospects) with many field labels aliased. It is intended to be used for sales and marketing functions.

Opening A Database

When you are at the Welcome to Collect! screen, you will see that you have a choice of which database to open. Select each different choice and you will see that the name in the Database to Open field changes to reflect your choice.

Collect! uses MASTERDB for Master, DEMODB for Demonstration and PROSDB for Client Prospecting.

When you sign out of Collect! the database you were viewing is considered the new default and its name will automatically display in the Database To Open field when you open Collect! again.

Whenever you enter the DEMODB, you will advised that this is not for production. You can shut off the prompt by selecting the DISABLE MESSAGE button. This will turn off the prompt until you exit completely out of Collect!.

Passing Security

Collect! uses a multi-level security system with password protection to control access to Collect!. When you first install Collect! the default user ID and Password is OWN. First time users just select the START button to open the database that is selected.

To access the security system, pull down the System menu and choose Rights, Operators once you have signed on to a database. Each user is assigned an ID code, a password and a level. You have complete control over which user levels have access to different parts of the system. You may control access for Read Write, No Delete, Read Only or No Access for forms, menus and fields.

Working Database

You will always know which operator is signed into Collect! and the active database being used.

At the Main Menu screen, this is displayed above the menu choices, as in the following examples.

EXAMPLE 1

You are signed on as operator OWN and are working with database DEMODB

The Owner is working in the Demonstration database.

EXAMPLE 2

You are signed on as operator MGR and are working with database MASTERDB

The Manager is signed on and is using the Masterdb database.

See Also

- Welcome To Collect!
- User Level