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Personal Data Pro
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Frequently Asked Questions (FAQ)
| Category | Question | Answer |
| Installation | I received my registration number via e-mail today. Do I need to re-install the program and how do I register it? | No, you do not need to re-install it. To register it, simply select "About" under the "Help" Menu. This will bring up the About Window. Select the "Register TrakSoft PDM" Button. This will bring up the Registration Window. From there, simply enter in your registration information and select "Ok". Thats all there is to it. If you get an error stating it is a bad registration number, then go back and make sure everything is correct in the window. The registration number must match the name and address you provided when purchasing the program. This information will be on the e-mail with the registration number. You can simply copy and paste it into the registration window to ensure everything matches. | | Installation | I am a current user of PDP version 3.5 and want to upgrade to version 4.0. When I start to install the upgrade, it tells me that I must un-install the previous version. If I uninstall the previous version, will I lose the information already entered in? | No, you will not lose the information in your database. When you un-install your program, the database will not be removed. When you go to install the upgrade, it will not overwrite the old database with your information in it. However, we highly recommend that you backup your database before you install any upgrade. | | Setup and Admin | I have noticed that there is a user type called "Power User". What is a Power User? | A Power User is a User that has complete access to the entire system. However, in some areas of the system, the Power User only has access to their own data. For example, In the Height/Weight Tracker, the Power User cannot access another family member's personal information. A Power User also is the Administrator of the system and can create and delete users in the system. In a family situation, the parents would be the Power Users. This would prevent their children from having access to items such as budgeting and medical tracking. | | Setup and Admin | Throughout the program there are several drop down lists that I am able to select to populate those fields. How can I add, change, or delete items in those drop down lists? | It is very simple to modify these, but only a Power User can add, change, or delete items in these lists. There are two methods in modifying these lists.
Method 1: The first method allows you to quickly and easily add new items to these drop down lists. If you are logged on as a power user, you simply right-mouse click on the drop down list field. A small window will pop up allowing you to enter an item into the list.
Method 2: This method provides you the capability to add, edit, and delete items in all of your drop down lists from one window. You would simply go to the System Administration Menu under the File Menu, and select "Lookup Tables". The Lookup Table Maintenance Window will be displayed. From this window you can modify all of your drop down lists. At the top of this window you will see another drop down list that will allow you to select the specific lookup type. For example, if you collect Nautical Paintings and you want to add this to the Collection Categories, simply select Collection Categories from the drop down list. You can then select the Add Button in the Toolbar at the top of the window which will insert a blank record. You then simply type in "Nautical Paintings". To change an item, simply type over the old information. And to delete an item, you must first select it, making sure the "pointing hand" is to the left of the item you want to delete. Then select the Delete Button on the Toolbar at the top of the window. |
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Copyright 2003 - 2007, TrakSoft. All rights reserved.
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