Feedback on: Pathagoras Help System - Instant Database RecordsIDB_Instant_Database_RecordsInstant Database Records /Dear Support Staff,
Instant Database Records
After you have completed the Instant Database form, you are presented the question "Do you want to save the contents of this Instant Database screen as a new Data record?"
If you answer this question "Yes", you will be asked to provide a name for the new record and then the data on the screen is saved into a file bearing the name you just provided. Once saved, the data can be recalled and reused any number of times. This is the 'database' aspect of the Instant Database module.
A couple of pointers:
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The name you provide can be anything. Your client's or customer's name; a file number; a combination of the two.
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If you use a name, we recommend the "Lastname, FirstName" style. The entries in the Existing Data dropdown list will always be presented in alphabetical order, and the FirstName Lastname convention will not serve you well for very long.
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Many law firms represent major clients, and they may wish to store records in sub-folders by client name. Pathagoras allows this in its 'tree service.' You can create a small 'tree' in the same folder in which data records are originally stored and locate records a bit faster because of this added level of organization.
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A 'tree' is simply a sub-folder beneath the 'main' data folder.
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To activate 'tree service' for your records, click Utilities/Settings from the Pathagoras drop down features list. Click All Settings and then select the Instant Database tab. Click the box labeled "Enable Tree Service for Data Records."
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Once tree service has been enabled, the next time you save a Data Record, you can select (or create) the sub-folder into which you wish to save the record.
