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.
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 http://microguru.com. 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
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:
Lesson 3: Create a new CDB user (Multi-user version only)
Objective: To create a new Login Name1. 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:
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
First Name:
Enter your first
name
Last Name:
Enter your last
name
Roles &
Permissions
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.
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:
John
Last Name:
Smith
Company
JSSS Company
Address (line 1)
111 City Lane
City
Chicago
State
IL
Default Email
[email protected]
Press OK to save the customer information.2. Repeat Step 1 and add 2 more new customers as follows:
Customer Number:
1002
First Name:
Jane
Last Name:
Doe
Company
Doe Enterprises
Address (line 1)
15 Park Blvd.
City
La Mesa
State
CA
Default Email
[email protected]
First Name:
Richard
Last Name:
Lewis
Address (line 1)
500 Main Street
City
Corona
Default Email
[email protected]
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
760-111-2222
in the Work Phone field (top right of the window). 10. Press the Apply button to save your changes.Lesson 6: Record a customer purchase
Objective: To record a purchase by Jane DoeScenario: Jane Doe has just purchased a product from your company. Jane Doe tells you her work telephone number is 760-111-2222
1. 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.
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 1001
1. 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
1001
. 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, selectProduct
.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. EnterUser 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.
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 ShortDescription. 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.
Lesson 9: Look at issues assigned to you
Objective: To keep a tab on issues assigned to you1. 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.Lesson 10: Create a customer report
Objective: To learn how to create a reportScenario: You supervisor has asked you for a list of all customers from California
1. Choose View, Reports, Mail/Email... 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. ChooseCA
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.
