Connecting to a Microsoft Excel File (.xls extnesion)
NOTE: This will require that you have Microsoft Excel installed on your computer.
Linking to the Excel File in e/Forms
1. Click on the database tab of the Client
Click on the properties tab
4. Double click on the file that you have just converted file created by Excel.
5. Finally click on the MS Excel -> Set User Defined Fields.
This window will map the fields from the Excel File into e/Forms. Select the appropriate field names from the drop down list boxes to link to the correct data from the Excel file. After that has been done then the names will appear in the Search tab of the Client Information window.
Potential Problems that may occur
Go to the Search tab and its empty
The Excel file needs to be modified
1. Make a backup before continuing. This is
a precautionary measure
Please note that the entries that were previously
in the first few rows will not be accessible in e/Forms.