Maintaining Flow Databases

Flow databases connect a prospect directory to the primary Abacus data directory (that holds clients). It indicates where the prospect information will be copied when the prospect is promoted.

Flow databases are maintained from the Flow Databases Setup window.

To open this window

1. Ensure that the main data directory is open in Abacus. (Select File > Change directory to switch databases if necessary.)

2. Select File > Link Directory.

From this window, you can add, edit, or delete flow databases:

To add/edit a flow database

1. Do one of the following:

   1. To add a new flow database, click Add.

   2. To edit a flow database, highlight the flow database and click Edit.

2. The Add/Edit Flow Database window appears. Click Other data directory location and select/change the location to your prospects data directory. The other properties in this window should only be changed under the guidance of Abacus support staff. Click Done.
   
   

3. The Flow Databases Setup window reappears. Click Done to close the window.

To delete a flow database

Highlight the flow database you want to delete and click Delete. A window appears asking you if you are sure you want to delete the flow database. Click Yes.