Customers, circled in red, appears at the top of the page.

1. Find Records, the 5th button, is the most frequently used button.
2. Save Information when making a change to an existing customer.
3. Add Record when adding a new record to the database.
4. Clear Form clears the form and gives you a blank form.
5. 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.

Searchable fields are those in the white area, NOT the purple / blue area.

Click Clear Form, 4th button in the row.
Fill in the field you wish to search; Example: Contact Name: Doe
Click Find Record, 5th button, circled in red.

A window pops up, showing all the records with "Doe" in the name field.
Record Count = shows the total number of records matching that criteria.

Click load by a record to load it into the admin page for review or editing.
The selected record now fills the fields of the Admin page.

Click load by another record and it loads into the admin page.

Maximally Important!!!
In order to make any changes to any record, you must first LOCK the record.
This is a safety enabling only one person to work on a record at one time, thereby prohibiting one person's work from accidentally overwriting another's work on the same record.

Special note: If your installation is a single-user setup and record locking is not enabled then you will not see the green lock control boxes and there is then no need to lock/unlock records.

Click Lock this record
The record will now display:
RECORD IS ADMIN LOCKED BY YOU FOR UPDATE. Be sure to unlock when done.
[Expires: 6/17/2007 6:47:02 PM]
The expiration date shows the LOCK will expire 24 hours from the moment you locked it unless you unlock it sooner.

Make a change to the record in the admin page.
Example: change City: to Dallas, as circled in red.
Example: change Name: to be Jane Marie Doe, as circled in red.
Click Save Information, 1st button, circled in red.

Record has been updated now appears at the top of the screen.
The changes now appear in the fields.

Maximally Important!!!
Now, you must UNLOCK this record so others can access the record.

Click Unlock this record
The record will now return to display: Exclusive editing of this record
Another approved user can now access this record.