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Customer Database Pro >> FAQsDoes CDB support multiple users?
Yes.
See:
What is the difference between Single-user and Multi-user versions of CDB?
1. Find out where your CDB data files are stored. The CDB data directory location is displayed on the status bar (lower, left corner).
2. Backup the entire directory (including what is in the directory) you found in step 1.
Choose Help, How to backup your data? menu in CDB for additional information.
How do I backup, move or copy my data?
In CDB, choose Help, How to backup your data?... menu for instructions.
How do I delete a customer from the database?
Open the customer record window (use lookup to find the desired customer). Press the "Edit" link (top, right corner). Press [Delete] button.
How do I save/export data to MS Excel?
All Reports in the CDB can be saved to MS Excel CSV file. This format can be read by most applications including MS Access, MS Excel, and SQL Server.
1. Choose View, Reports... menu in CDB
2. Create New report (buttons at the bottom of the window)
3. Run report and [Save As] MS Excel CSV file
Press F1 in CDB for additional help in creating reports.
How do I setup CDB for multiuser environment?
SUMMARY:
Install CDB on one of the PCs on the Network and create a CDB database on a shared network drive (see File, New Database...menu). Note the location of the database (see View, Help Center menu). Next install CDB on all PCs that need to access the database and open the database on the shared network drive using the File, Open Database... menu. Here are step by step instructions:
- CREATE DATABASE
1. Install Customer Database Pro on one of the PCs that is connected to your Network. Install CDB on your local machine (not on the network drive). The Windows logged in user must have administrative rights to install software on their local machine. If not, please consult your network administrator or IT department.
2. Create a folder (say CDBData) on one of the PCs/Server on network that is visible to all prospective CDB users.
IMPORTANT: Please make sure all CDB users have read/write permissions to this folder.
3. Create a CDB database in the folder created in step 2. Choose File, New Database...menu in CDB to accomplish this. In the Create Database dialog box choose the folder you created in step 2.
- INSTALL CDB ON USER MACHINES
1. Install CDB on each of the PCs on the Network that need to access the CDB database. Install CDB on each user's local machine (not on the network drive). The Windows logged in user must have administrative rights to install software on their local machine. If not, please consult with your network administrator or IT department.
2. Open the CDB database (See File, Open Database menu). In the Open Database dialog box choose the folder you created in step 2 of CREATE DATABASE.
Is there a way to add more fields to the Primary Contact Tab?
You cannot add additional fields to the Primary Contact tab. However, you can customize names of most of the existing ones (Choose View, Database Admin, Customizations...menu). For example, you can rename Custom1, Custom2 and Category for your own use on the Primary Contact tab.
Also, you can enter information under Notes and Additional Contacts tab.
What database format does the application use?
The software uses Microsoft FoxPro-compatible DBF format to store its information.
What is the difference between Single-user and Multi-user versions of CDB?
Both versions of CDB provide comparable functionality. However, the Multi-user version of CDB allows multiple users to share a CDB database over the network. A unique login can be created for each user. CDB tracks updates to the CDB database made by each user.
Why am I not able to access a Network Drive from File, Open Database... menu?
Using Windows Explorer, please verify you can see the drives you are expecting. If they do not appear in Windows Explorer, you will need to map those drives in Windows Explorer (see Windows Explorer Help). Once you map the network drive, you will be able to see it after choosing File, Open Database... menu in the application.
Can I install the software on a shared network drive?
No, the software must be installed on a local drive of a computer.
However, the data used by the software can be created and accessed from a shared network drive.
Do I need SQL Server, Microsoft Access or any other database product to use this application?
No.
See:
What database format does the application use?
How do I install new version of CDB?
Download the trial version installation from CDB product page. Run the installation to upgrade to the latest version.
How do I remove or un-install the software?
1. Choose Control Panel from Windows Start menu
2. Double-click on Add/Remove Programs
3. Locate and select the entry for the software
4. Press the Remove button
How much disk space is required to install the software?
The software installation may require 2 MB to 7 MB of disk space depending upon what runtime files are already present on your computer.
I purchased a previous version of the software. Is there a charge for the upgrading to the latest version?
No, there is no charge for upgrading from a previous revision of the software to the latest revision within the same major release version. For example, you may download and upgrade your software from version 5 rev. 6 to version 5 rev. 9 free of charge.
There is a charge for upgrading from an older major version to the latest major version. For example, from version 3 rev. x to version 5 rev. y.
What is the latest available version of the software?
Please visit the Revision History link on the Product Home Page.
Which Operating Systems are supported?
Windows 95, Windows 98, Windows NT 4.0, Windows 2000, Windows XP and Windows Vista.
Can you customize the software to my needs?
The software is sold as off-the-shelf software. Considering the price point of the software, it is very cost prohibitive to make customer specific changes to the software.
See:
Is the source code for the application available for modification?
How do you handle feature and enhancement requests?
How do you handle feature and enhancement requests?
We welcome your suggestions! If the features you require have wider applicability, we can evaluate and likely incorporate those features in a future general release of the software.
Is the source code for the application available for modification?
No.
Are printed manuals shipped with the software?
All documentation is installed when you install the software. No manuals are shipped with the CD.
Do I need to buy the software on the CD?
Purchase of software on CD is not required. You will be sent the registration code via email regardless upon purchase. You may also download the installation from our website and burn it onto a CD.
How do I enter registration code?
Upon purchasing the software license you will be provided with a Registration Code via email that will allow you to convert the trial version of the software into a licensed copy. To enter the registration code, please follow these steps:
1. Start the application (if you have not already done so)
2. From the Help menu, choose Enter Registration Code…
3. You will be presented with a dialog box.
4. Type in Registered User Name exactly as provided to you when you purchased the software. Then type in the Registration Code provided to you when you purchased the software.
5. Press OK.
If you entered both of these values correctly, the software will be installed as a licensed copy on your machine.
Tip: Please keep your Registered User Name and Registration Code in a safe place in case you need to re-install the software.
How do you provide support for the software?
All sales and support is conducted through our website, and via electronic mail. If you are not able find an answer to your question on our website, drop us email at support@microguru.com. Please state:
We will mail you the Software on CD within 2 business days via First Class US Mail. Please visit USPS.com for estimated delivery times to your location. All software is shipped from California, USA.
How long does it take for your support team to respond to email questions?
1-2 business days.
How long does it take to receive the registration code after the purchase?
Within 24-48 hours upon receipt of the payment barring any Internet or system outages.
Yes. We use one of the most reputable Internet credit card transaction processors, Authorize.net. Your credit card number is never stored in our system and used only by Authorize.net to conduct the transaction.
Is phone support is available?
No.
See:
Without phone support I am not comfortable buying the software. Why is phone support not available?
What forms of payments do you accept?
1. Credit Card (Visa, MasterCard, American Express) online at the product home page.
2. Check via postal mail. You may still prepare your order online to obtain payment amount at the product home page. Send payments to:
Microguru Corporation
PO Box 131235
Carlsbad, CA 92013-1235
USA
3. PayPal payments sent to sales@microguru.com. Payments sent via PayPal may take longer than option 1 to process. You may still prepare your order online to obtain payment amount at the product home page.
When you purchase the software, a unique Registration Code is emailed to you. You can use this code to convert your evaluation version of the software to the licensed version.
Software can be purchased online at: CDB Home Page
Without phone support I am not comfortable buying the software. Why is phone support not available?
Considering the price point of the software, it is not economically feasible to provide live phone support.
Ask yourself these questions:
1. If I have to call technical support to figure out how to use the software, is the software well-designed or thought out?
2. Can a person on the technical support line really fix a programming bug over the phone? If the software is unstable, should I even consider buying it?
For our software offerings please consider the following factors:
1. You can try the software for 30-days free before purchasing it
2. Our software is a mature and stable that has been put through the paces over several years
3. We provide extensive support through our website and responsive email support
See:
How do you handle feature and enhancement requests?
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