The utilities on this page give users a way to set their personal preferences for various features in the application. These settings are stored locally on your computer and do not affect other users.

If this is the first time you've run this application, you're already connected to the sample database which you can use with the User Guide to learn how the system works.  To download the Guide and other supporting documentation, click the ‘Support Site’ button on the left side of the Home page, Utilities tab. The resources available on this site will help you learn step-by-step the skills needed for working in the system.

PLEASE NOTE: You should only use the Sample Database for training and learning, but NEVER as your company (production) database. Any time you update this program (when a new build is available), the Sample database will be overwritten and any data you've entered will be lost.

Click this button to display the Main Login screen dialog where you can create a new database or open an existing one. You can also use this to return to the Main Login screen to change your login name if you're testing the security access of another user or need to login to the system on behalf of another user.

The System Administrator creates a password for each User in Security when setting up Security. Users do not have access to view or edit Security information, but may want to change their password from time to time.

Click the 'Change Password' button to change your password. You will need to enter your current password, then enter a new one and confirm it to make the change.

By default, the ‘Home’ Department page opens when the system is opened. To set another department to be your default page, choose its name from the drop-down list.  Your choice will take effect the next time you login.

Some users choose to alter their default Windows settings for screen resolution display by changing the Control Panel, Display, Settings (tab), Advanced (button), DPI Setting from 'Normal Size (96 DPI)' to the Large or Custom setting.

This affects the font sizes on the windows and forms in this application, making the fonts too large to fit their designed space. Tab Controls may have a scroll button to move from one tab to another and labels will appear to overlap onto the fields.

If you need to change your Display settings, and find the forms and other interfaces of this application are 'skewed', check the 'Use Alt(ernate) Resize' option and close and reopen the program.  This will restore the font and control sizes to their original size, meaning that the 'large font' setting on your computer does not apply to application.

Click here for information on using the Appointments Reminder List.

The Calculators

Click here for how to use the Calculators at the bottom of the Utilities section.

NOTE: The following features are not available in all releases.

Copy Database
This will make a backup copy of your current database and allow you to select where to store it; just click the button and follow instructions.

Email Database
This will make a zipped copy of your database and automatically attach it in an Outlook email message. This process can also be used to make a backup of your database which can be stored in an online email account such as GMail or Hotmail.

When the email arrives in your webmail Inbox, just move it to another folder (or you can leave it in your Inbox). Because web email accounts store their messages and attachments on the web host's server, you will have a copy of your data 'off-site'. Saving your database somewhere other than on your working computer (such as an email attachment), protects your data in case your computer crashes or is stolen.

Using a free online webmail account to store a zipped database is a simple (and free!) way to utilize the benefits of off-site data storage.

NOTE: Each time you send yourself a new database email, you might want to delete older emails with these attachments as they can get to be quite large and can fill up your mailbox space.

User Preference Folder
Each user's personal settings (preferences) are stored in their 'My Documents<application name>' folder. If you need to change this, click the 'Change' button, browse to an existing folder or use the 'New Folder' button on the Open Folder dialog to create a new one. You can reset the path to the default folder by clicking the 'Reset' button.

Notes (Not available in all applications)
Use the 'Notes' field as a 'scratchpad'... a place to write yourself a reminder note or to print a list of notes later in the day.  All notes are saved when you close SalesPro, and you can edit or clear them at any time by clicking the ‘Clear’ button.  NOTE:  When you clear any Notes, they're gone for good.... there's no 'un-delete'!

Printing Notes
Click the ‘Print’ button to display the text in the Notes field in the Print Preview window. Click the Printer icon button on the Print Preview toolbar to print the document.