Nortel ICSRT, User Manual

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ICS Remote Tools User Guide
Chapter 3
Setting up customers in ICSRT
This chapter provides information about the ICS Remote Tools (ICSRT) Customer Information
screen and the CustomerInfo database (.mbd). The CustomerInfo.mdb file resides within a folder
on your computer or on a central server. All files associated with the customer records in this
database are also stored in this folder.
You can create more than one database, each of which contains one CustomerInfo.mdb file. Each
database file can contain several customer records. You can have only one database per folder.
You can copy this folder to make a backup of the customer information, but you cannot transfer
customers from one database to another.
The sections in this chapter include:
•
“Using ICSRT databases” on page 35
— “Creating a database” on page 36
— “Moving between databases” on page 38
— “Copying a database” on page 39
— “Deleting a database” on page 40
— “Setting up a multi-user database on a LAN” on page 41
• “Creating a customer record” on page 42
— “Editing customer records” on page 45
— “Viewing customer records” on page 48
— “Deleting customer records” on page 49
— “Copying customer records to create new records” on page 47
Using ICSRT databases
The ICSRT database is the CustomerInfo.mdb file itself. However, this book also uses the term in
reference to the folder that contains this file and all the other folders within that folder.
This section describes actions that are specific to the .mdb file.
The install wizard, by default, puts the ICSRT default files, including the folder containing the
default database file, into an ICSRT folder under the Nortel Networks folder, which is located
under
Programming Files , which is located on your Windows installed drive.
< drive >:\Program Files\Nortel Networks\ICSRT\db
However, the person installing the application has the option of locating them elsewhere.
If you do not want to use the default database for your customer records, or if you want to create
more than one database of customer records, you can create a new database, elsewhere on your
computer, or on a remote server.