SCOOTER's Database Manager provides a convenient method of viewing all the clients, agencies, and sales reps on file in the database. All 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 three tabs: Clients, Agencies, and Sales Reps. Click on any tab to view a list of each in the system. From there, entities (client, agency, sales rep) can be added, edited, or deleted.
Click Add New to create a new client/agency/rep. Double click with the left mouse button to edit. If there is no schedule on file that includes the selected category, the client/agency/sales rep will appear with a pink background and have a check box. Click the box to place a check mark and then click Delete to delete that item from the database. Any item in the respective list — even inactive items — can be edited by double clicking.
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.
The Client Information window allows editing of all information associated with the selected client.
Edit Client Window
The Default Agency can be set from this window, along with the default Commission. If no default is specified, an agency selection can be made from the Schedule information window that will apply to the selected schedule only. If a default agency was previously assigned, it can be removed by selecting "None" from the drop down list.
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".
The Agency Information window allows editing of all information associated with the selected agency.
Edit Agency
Creating a new agency does not assign that agency to any client. Return to the Clients tab to make that assignment, if necessary. Note that any changes to an existing agency will immediately be reflected in all schedules where the agency is linked to any client. This avoids the requirement to manually update every schedule that includes a client using this particular agency.
Choosing the Sales Reps tab of the Database Manager allows new reps to be added, existing ones edited, and inactive reps to be deleted.
Editing a Sals Rep
As with agencies, creating a new sales rep does not assign that rep to any client. Return to the Clients tab to make a new rep the default rep for the client. This will assign the sales rep to that client for all new schedules created.
Adding New Names
New clients, agencies, or sales reps can be added to the system by clicking the Add New button after first selecting the Clients, Agencies, or Sales Reps 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, agencies or sales reps to be added, if desired. When the last one has been entered and saved, click Done to close the window.
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.