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CRITICAL

Database Tools permanently modifies your data. Please consult your The Finance Shop support representative before performing any database tools operations.



Expand
titleOpening the Database Tools List - Click here to expand...

From the File menu, select Database Tools.

...

Expand
titleUpdate Work Flow Stage - Click here to expand...

Applies To: 

  • Current Application
  • All Applications
  • Current Client
  • All Clients

Description:

  • For each application selected based on the ‘Applies To’ list, the work flow stage is updated based on dates entered into the work flow section for the application.

 


Expand
titleUpdate A&L Counts - Click here to expand...

Applies To: 

  • Current Client
  • All Clients

Description:

  • For each client contact selected based on the ‘Applies To’ List, the total count of Assets and Liabilities for each contact is calculated and updated in the contacts entity record.