Creating Multiple Databases
Is it possible to create a separate database file for each client? I'm a financial planner and I've been "test driving" ESP to see how I might use it in my practice. I like the idea of being able to keep each client file in its own DB (for backup and security purposes, and in case I need to move only selected client files).
Do I simply give each DB a unique name (e.g., ESPDatabase1.mdb; ESPDatabase2.mdb; etc.) and if so, how do I do this?
If there are multiple DB's, how does ESP know which one to open up when I first run the program? And how do I toggle between each database as I work on each client file?
On a related note, how do I do a backup of my DB (assuming I had only one) and how would I then restore it if I had to do a full installation of the program? Would my backup and the new DB both be called ESPDatabase.mdb? I'll check some of the other posts in case this has already been covered.
I'm sure none of this is as complicated as I'm making it out to be. But I'm not that tech savy when it comes to some of this "behind the scenes" stuff. So specific steps would be greatly appreciated.
On another note, When do you think the new PDF version of the Summary Report will be available? I've never been able to run the Summary Report report in Word (so I haven't been able to see what it looks like during my "test drive") and that's been one of the things holding up my final decision on purchasing the FP version of the software.
Thanks in advance.