SCOOTER's Database Manager provides a convenient method of viewing all the clients and sales reps on file in the database. Both can be edited and those that are inactive can be deleted from the Database Manager window. Open the Database Manager window by selecting Tools > Database Manager from the main window.
Database Manager
The manager window has two tabs: Clients and Sales Reps. Click on either tab to view a list of clients or reps in the system, respectively. Those entities that have no schedules assigned are considered inactive and are highlighted in pink. The inactive items also have a check box while active items do not.
Any item in the list, even those inactive, can be edited by double clicking with the left mouse button.
Edit Client Window
The Default Rep for the client may also be set from this window. If a default rep was previously assigned, the default can be removed by selecting "None".
After making any changes, click Save to make them permanent and close the edit window. Clicking Cancel also closes the window, but any changes will be lost.
Adding New Names
New clients or sales reps can be added to the system by clicking the Add New button after first selecting the Client or Sales Rep tab. A window virtually identical to the Edit Client window will appear, however the Cancel button will display Done. The window will remain open allowing multiple clients or sales reps to be added, if desired. When the last one has been entered and saved, click Done to close the window.
Place a check mark in the box next to any items to be deleted. Click Delete to display a confirmation message. Click Yes to complete the action. Clients and sales reps deleted cannot be recovered unless a backup was taken prior to the delete.
µNote that when operating in network mode, a sales representative designated as the network administrator cannot be deleted from the system, even if there are no schedules on file for that individual. On the other hand, deleting an inactive sales rep from in the Database Manager also deletes them from the network user list.