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Customers, circled in red, appears at the top of the page.
The 5 most used buttons are in a row under the top row of dropdowns.
- Find Records, the 5th button, is the most frequently used button.
- Save Information when making a change to an existing customer.
- Add Record when adding a new record to the database.
- Clear Form clears the form and gives you a blank form.
- Do not use Delete without a total understanding of the ramifications.
Note: Everything is linked in the database, and deleting can be very dangerous to the company database and record-keeping.
Help, circled in red, found beside each field, links to terrific online help.
Username circled in red, is visible and is a searchable field.
Password is not visible but you can modify it for a customer; however
Password Recovery on the Log In page is the easy way for a customer to retrieve a forgotten password! Recommend Password Recovery first!
READ SID and WRITE SID, highlighted in red are security IDs. Superuser appears here if the person is a Company or CPrompt staff member authorized to access Admin; otherwise, the field appears blank. |