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. Once you provide the name ad click 'OK', 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:
•The name you provide can be anything. Your client's or customer's name; a file number; a combination of the two. (A 'classic' naming style is 'Doe, John' --last name, comma, first name).
•The entries in the Existing Data dropdown list are presented in alphabetical order. Therefore, if you use a client or customer's name as the record identifier, we recommend the "LastName, FirstName" style.
•Many law firms represent major clients with many files associated with a specific client. Those customers may wish to store individual records in sub-folders beneath a parent folder named for the client name. Pathagoras allows this in its 'tree service.' You can create a 'tree' in the same folder in which data records are originally stored.
➢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."
➢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.