Administrator's Functions

- Note: This section describes functions that can alter the system and/or the data contained therein.  It is aimed at the Database Administrator and a general user may not need this information unless they have been given a specific task such as adding form letters into the system, etc.

Finance

Staff Roles

Online Intake

Track Your Changes

Database Documentation

Letters/Forms

Setup Functions

Staff Settings

Changing to Tabbed Documents

Utilities

Queries--Reports--Forms

Installing Prime

Setup Tables

Auto Case Numbering

Changing the Defaults on an Intake Sheet

Staff Member Setup

Add or Remove Choices from a Pull Down

Using Spcode1, 2, and 3 User-Defined Fields

Decompile, Recompile, Repair and Compact

Deleting Records

Maintenance

The Basic Guide to Using Prime

Office 365 Email Administrative Setup <12/9/2022>