3 find next client, 4 delete client, 5 save client – RISCO Group Upload/Download software User Manual
Page 26: 6 print client, 7 backup database

Chapter 5: Main Menu Bar Options
Page 23
5.1.3 Find Next Client
To find the next client in the list, from the main menu select Clients>Find next. The next clientʹs
information screen appears.
5.1.4 Delete Client
To delete the currently active and displayed client form the database:
1. From the main menu select Client>Delete Client, or from the tool bar, click the Delete Client
icon. The Delete Client dialog box appears.
2. Select the client you wish to delete from your system. The client displayed on the screen is to be
deleted.
3. Click the Yes button. The client is deleted.
5.1.5 Save Client
To save client data to the database:
From the main menu bar select Client>Save Client, or from the tool bar, click the Save Client
icon.
The Client data is saved and stored in the database. (If you have not saved and want to exit the program
you will receive a message asking you if you want to save the changes you have made.)
5.1.6 Print Client
To print client data:
1. From the main menu bar select Client>Print Client, or from the tool bar, click the Print
icon. The
print dialog box appears.
2. Select the client whose data you want to print.
3. Select the printing parameters and click OK. The system prints complete client information including
all system parameters for the client selected.
5.1.7 Backup Database
Backing up the database: To ensure that client data can be restored if your database is inadvertently
destroyed, you must make a periodic backup. Backup Database backs up the entire database by saving a
copy of the database.
To backup the entire database:
1. From the main menu bar select Options>System configuration. In the Backup path field enter the
path where you wish to save your backup database. The default path is your C drive. Click OK.
2. From the main menu bar select Client>Backup database. Type the name of the file and click Save.
3. Click Start. A Done message appears when backup is complete. All the data contained in the
Upload/Download database is saved.