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Multi-Client System
19
Getting Started
Multi-client is a feature that assists users in keeping separate, confidential files within
JDOffice for multiple clients. If any aspect of the program has multi-client capabilities,
there will be an additional explanation in the corresponding section in the Users Guide.
Multi-client information is intended for the JDOffice users who purchased the multi-client
version.
Please call the Customer Care Center (CCC) at 1-888-GRN-STAR to obtain the Multi-
Client plug-in version of JDOffice. Customers in Australia should call 0011-800-0428-
3929, and those in New Zealand should call 00-800-0428-3929.
The name of the client whose data you are working with will appear in the title bar of
JDOffice. To ensure confidentiality, only the currently selected client’s data will be
available.
To change clients, select the new client from the list in Setup>Clients. If you have a single
client system, there will be one name listed on the Client Setup tab and the New button will
be disabled.
To add a new client, refer to “Client Setup” on page 94.
Single or Multi-Client PC Card
For this release of JDOffice, multi-client installations can use either single client or multiclient
formatted PC Cards.
If you have data saved on a single client PC Card and try to save any data (in any form)
for another client to the same card, JDOffice will warn you that the clients don’t match. If
you select to save the new data anyway, all of the data on the PC Card will be deleted and
replaced with the new client’s data.
If you are using a multi-client card, be certain you have the correct client selected on the
Unload PC Card, Save to PC Card, Unload from Archive, and Cleanup PC Card screens
before proceeding.