AgilityConfigurationSoftwareManual
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3.1.2 Find
¾Tofindaclientinthedatabase:
1. FromthemainmenuselectClient>Fi ndClient,orfromthetoolbar,clicktheFind
Client
iconorrightclickonyourscreenandse lect Find.TheClientSelection
dialogbox appear s containingalistofalltheclientsandtheirpersonalinf ormatio n.
2. ClickontherelevantclientfromthelistandclickontheSelectbutton.Thedirect ory
ofthatclientappearsonyour
screen.
3.1.3 Refresh
FromthemainmenuselectClient>Refresh,orfromthetoolbar,click torefreshthe
dataonthescreentothatoftheclientʹslaststoreddatabase.
3.1.4 Close
Fromthemainmenu,selectClient>closetoexitthecurrentclient.
3.1.5 Remove
FromthemainmenuselectClient>Removetoremovethecurrentclientfromthedatabase.
3.1.6 View Previous Screen
FromthemainmenuselectClient>ViewPreviousScreen,orfromthetoolbar,click to
returntothepreviousscreen.
3.1.7 Save Current Screen
FromthemainmenuselectClient>SaveCurrentScreen,orfromthetoolbar,click to
savethecurrentlydisplayedscreen.
3.1.8 Save
Usedtosavechangesmadetotheclient.From themainmenuselectClient>Save,orfrom
thetoolbar,clicktheSave
icon.Thesoftwarewillrun throughallthescreenstocheckfor
incompletedata.ʺNotvalidatedʺwillappearforascreenwithanincompleteredfield(red
fieldsaremandatorytofillin).Whenallscreenshavebeenvalidated,theclientdataissaved
andstoredinthedatabase.
3.1.9 Save as…
FromthemainmenuselectC lie nt> S av e as…tosaveacopy oftheclientinthedatabase.
Renamethiscopyinordertouseitasanewclient.