Installation and Setup
How do I delete a customer from the database?
Open a customer record (use lookup to find the desired customer). Press the "Edit" link (top, right corner). Press [Delete] button.
Can I import customer information from a file?
How do I backup my CDB data?
How do I move CDB data from one machine to another?
How do I export customer information?
How do I create new or modify existing report?
How do I export report data?
- Open a report.
- Press the [Save As] button at the bottom of the report window to save data as MS Excel CSV file.
Can I change field (column) names?
Choose View | Database Admin | Customizations... menu in CDB. Under the "Customize field labels" tab, you may customize (translate)
names of field shown on the Customer, Product/Services, and Issues windows and the corresponding reports.
Is there a way to add more fields to the Customer, Issue, or Product/Service windows?
New fields cannot be added to these windows. However, you can customize names of most of the existing fields (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 additional information under Notes and Additional Contacts tab.
Installation and Setup
How do I setup Customer Database Pro for use by multiple users?
Can I install the software on a shared network drive?
No, the software must be installed on a local drive of a PC even when setting up CDB for multiuser access. However, the data used by the software can
be created and accessed from a shared network drive.
How do I remove or un-install the software?
- Choose Control Panel from Windows Start menu
- Double-click on Add/Remove Programs
- Locate and select the entry for the software
- Press the Remove button
How long is the trial period?
30 days from installation. Top
What is the Registration Code?
When you purchase the software, a unique Registration Code is emailed to you. You use this code to convert your
evaluation version of the software to the licensed version. You do not need to re-install the software and all your existing
settings and data remain intact.
Also see the Download page.
I purchased a previous version of the software. Is there a charge for the upgrading to the latest version?
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 6 rev. 100 to version 6 rev. 110 free of charge. New "major" release versions are at
additional cost. Top
How do I upgrade to the latest version of CDB?
Why am I not able to access a Network Drive from the File, Open Database... menu of CDB?
Using Windows Explorer, please verify you can see the drives you are expecting. If the drives do not appear in the 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 the mapped drive letter after choosing File, Open Database... menu in CDB.
When I log into my PC using a different login name, the program thinks it is on a 30-day trial?
Since you are logging into your PC with a different login name, you will need to re-enter your registration code.
Start the application. Choose Help | Enter Registration Code... menu to enter the registration code that was emailed to you upon purchase to convert
the trial version to a licensed version. All your current data will remain intact. The Windows logged in user must have enough rights to install software
on their local machine and update Windows Registry keys. If not, please consult your network administrator or IT department.
When I open (run) the Customer Database Pro application it won't start?
Why am I not able to view Customer Database Pro Help on Windows Vista and Windows 7?
Windows Vista/Windows 7 does not automatically include the requisite Windows Help Viewer for the traditional help files. The Help Viewer installation can be
found at Microsoft's website at http://www.microsoft.com/en-us/download/details.aspx?id=91
After installing the above program you would be able to view the help files. For example, start Customer Database Pro and choose Help | User Manual menu
to view the help file containing the user manual.