Customer Database Pro Tutorial

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1 Customer Database Pro Tutorial Welcome to the Customer Database Pro (CDB) tutorial. This tutorial provides hands-on exercises to get you acquainted with CDB. You may also want to read an overview of CDB to familiarize yourself with the system s capabilities. Remember Online Help is only a click away from anywhere in the system. Let s get started. Press the >> button at the top of this window to continue. Printing the tutorial: If you would like to print the entire tutorial before you get started: 1. Press the Contents button at the top of this window. Help Topics: Customer Database Pro Help dialog box is displayed. 2. Single-click on the Tutorial book icon. 3. Press the Print button at the bottom of the Help Topics dialog box to print all the lessons in the tutorial. Copyright Microguru Corporation. All Rights Reserved.

2 Lesson 1: Install CDB Objective: To successfully install Customer Database Pro 1. Obtain the installation for Customer Database Pro ( custdbpro_singleuser_setup.exe or custdbpro_multiuser_setup.exe). The installation for the trial version of CDB can be downloaded from If you have already purchased a license for CDB, place the CDB Installation CD in your CD Drive. 2. To install CDB, double-click on custdbpro_singleuser_setup.exe or custdbpro_multiuser_setup.exe. The CDB installation will guide you through the installation process. CDB setup will place a Customer Database Pro shortcut on your Windows Desktop as well as add a program group called Customer Database Pro to your Windows Start menu under Programs.

3 Lesson 2: Create a CDB database Objective: To create a new CDB database 1. Create a data directory for CDB database: First we will create a directory where you can save your demo CDB database. Start Windows Explorer. Go to your local drive (C: for example). Create a new folder called CDBDemo in the root of your local drive. 2. Start CDB: From your Windows Desktop, double-click on the Customer Database Pro icon. 3. Create a new CDB Database: Choose File, Close Database if there is a CDB database already open. Choose, File, New Database... menu. You will see a dialog box explaining a Shared vs. a Local CDB database. Press OK to continue. Next you will see a Directory Selection Dialog Box. Here choose the directory you created in Step 1. Press OK to continue. A dialog box appears confirming that a new CDB database has been created. Press OK to continue. 4. Login: Enter admin for both the Login Name and Password. Press OK to enter your new CDB database.

4 Lesson 3: Create a new CDB user (Multi-user version only) Objective: To create a new Login Name 1. Choose View, Database Admin, User Management... menu. A list of all system users is displayed. 2. Press Add button to add a login for yourself. A User Properties Dialog Box is displayed. 3. Enter the following information on the User Properties Dialog Box: Login Name: First Name: Last Name: Roles & Permissions Your first initial and last name (for example, JSMITH). Make a note of this entry. You will soon use your new login to enter the CDB Demo database Enter your first name Enter your last name Click on the Administrator Role radio button to give yourself all rights and permissions Press OK to save the new user login. The new user now appears in the System Users Dialog Box. Press the Close button to dismiss this dialog box. 4. Choose File, Exit to quit CDB. 5. From your Windows Desktop, double-click on the Customer Database Pro icon to start CDB. When the Login Dialog Box appears enter your new Login Name (for example, JSMITH) and Password. The Password for the new Login is the same as the Login Name (i.e. JSMITH).

5 Lesson 4: Add a few customers Objective: To add three new customer records 1. Choose View, New Customer...menu to add a new customer. Enter the following information for the customer: Customer Number: 1001 First Name: Last Name: Company Address (line 1) City State Default John Smith JSSS Company 111 City Lane Chicago IL Press OK to save the customer information. 2. Repeat Step 1 and add 2 more new customers as follows: Customer Number: 1002 First Name: Last Name: Company Address (line 1) City State Default Jane Doe Doe Enterprises 15 Park Blvd. La Mesa CA First Name: Last Name: Address (line 1) City State Richard Lewis 500 Main Street Corona CA

6 Default 3. Choose Window, Close All... menu to close all open Windows.

7 Lesson 5: Lookup a customer Objective: To learn how to lookup customers 1. Choose View, Lookup Customer...menu. The Lookup Customer Dialog Box is displayed. 2. Press the Clear button to clear any text in the Search String field. Press the Search button. A list of all customers is displayed. You can open any customer record by double-clicking on it. 3. Choose Window, Close All... menu to close all open Windows. 4. Choose View, Lookup Customer...menu again. The Lookup Customer Dialog Box is displayed. 5. From the Search Type drop-down list select Company name starts with or is. In the Search String field, enter the letter D. Press the Search button. 6. A list of all customer s whose company name starts with D is displayed. In our case, you see the record for Jane Doe. 7. Double-click on the Jane Doe customer record. The Customer Window for Jane Doe is displayed. Press F1 function key to view online help for the Customer Window. 8. From Jane Doe s Customer Window go to the Primary Contact tab, click on Edit Data (top right corner). 9. Enter in the Work Phone field (top right of the window). 10. Press the Apply button to save your changes. 11. Choose Window, Close All... menu to close all open Windows.

8 Lesson 6: Record a customer purchase Objective: To record a purchase by Jane Doe Scenario: Jane Doe has just purchased a product from your company. Jane Doe tells you her work telephone number is Choose View, Lookup Customer...menu. The Lookup Customer Dialog Box is displayed. 2. From the Search Type drop-down list, select Work telephone starts with or is. In the Search String field, enter 760. Press the Search button. 3. A list of all customer s whose work telephone number starts with 760 is displayed. In our case, you see the record for Jane Doe. 4. Double-click on the Jane Doe customer record. The Customer Window for Jane Doe is displayed. 5. Click on the Products/Services tab. 6. Next press the New button. A new Product/Service Window is displayed. 7. From the Product/Service drop-down list, select Product. Press OK to save your changes. The new Product/Service now appears in Jane Doe s customer record. 8. Choose Window, Close All... menu to close all open Windows.

9 Lesson 7: Log a customer issue Objective: To enter an issue reported by John Smith Scenario: John Smith has just called you with an issue. John tells you his customer number is Choose View, Lookup Customer...menu. The Lookup Customer Dialog Box is displayed. 2. From the Search Type drop-down list, select Customer Number starts with or is. In the Search String field, enter Press the Search button. 3. A list of all customer s whose customer number starts with 1001 is displayed. In our case, you see the record for John Smith. 4. Double-click on the John Smith customer record. The Customer Window for John Smith is displayed. 5. Click on the Issues tab. 6. Next press the New button. A new Issue Window is displayed. 7. Enter System error when opening file in the Short Description field. 8. From the Product/Service drop-down list, select Product. 9. Click on the Description tab. Press Date-Time Stamp button to insert current date and time. Enter John called to report this problem today in the description. 10. After you talk to John you find out that John is using an outdated version of your software. You advise John to install the latest version. Click on the Resolution tab. Press Date-Time Stamp button to insert current date and time. Enter User needs to install the latest version of the software in the resolution. 11. Press OK to save your changes. The new issue now appears in John Smith s customer record. 12. Choose Window, Close All... menu to close all open Windows.

10 Lesson 8: Research an issue Objective: To learn how to research an issue Scenario: Jane Doe calls and reports that she is receiving an error when opening her files 1. Choose View, Search Issues...menu. The Search Issues Dialog Box is displayed. 2. In the Search words field, enter error. In the Search what section, check Short Description. Press Search button to continue. 3. A list of all issues that match your search is displayed. Double-click on System error when opening file issue. The issue record is displayed. 4. Click on the Description tab to read details of the previous reported problem. Click on the Resolution tab to read about how the problem was solved. 5. Based on the previous resolution, advise Jane Doe to install the latest version of the software. 6. Choose Window, Close All... menu to close all open Windows.

11 Lesson 9: Look at issues assigned to you Objective: To keep a tab on issues assigned to you 1. Choose View, My Issues menu. A list of all issues assigned to you are displayed (in this case just one). 2. Double-click on the System error when opening file issue. 3. From the Issue Window, click on Edit Data (top right corner). 4. From the Status drop-down list, choose Closed. Press OK to save changes and dismiss the issue dialog box. 5. From the My Issues window, choose Open from the Status drop-down list (Top middle of the window). The System error when opening file issue disappears from your My Issues list. Now the My Issues window displays the issues that are assigned to you and are open. 6. Choose Window, Close All... menu to close all open Windows.

12 Lesson 10: Create a customer report Objective: To learn how to create a report Scenario: You supervisor has asked you for a list of all customers from California 1. Choose View, Reports, Mail/ ... menu. A list of All Reports is displayed (none in our case). 2. Press the Customers button to create a new report definition. 3. A report definition window is displayed. 4. In the Report Title field, enter All Customers from California 5. In the Data Selection section, press the Add button under the Display Columns list box. The Report-Columns to Display Dialog Box is displayed. Check the following columns to display on the report: First Name Last Name Company Address (line 1) City State Press OK. 6. In the Data Selection section, press the Add button under the Criteria list box. The Report-Criteria Dialog Box is displayed. Choose State from the Columns drop-down list. Choose CA from the Values drop-down list. Press OK. 7. Next press OK on the Report Definition window to save your changes. The new report now appears on the All Reports window. 8. From the All Reports window, double-click on All Customers from California to view the report. Press the Print button to print the report for your supervisor. 9. Choose Window, Close All... menu to close all open Windows.

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