Note: If you want to add a new client status or a new loan status, you can do this if you have a full version of Microsoft Access installed on your computer. If you don't have a full version of Microsoft Access, you will have to call AOCG and have us make this change for you, and we will need to be able to access your system with pcAnywhere to do this.
Please note that whenever you directly change any TLP database table using Microsoft Access and not the program, problems can result if you don't follow the directions exactly. You are operating outside program control, and Microsoft Access simply assumes you know what you're doing and does whatever you tell it to do. Please do not extrapolate on these instructions and use the techniques discussed here to edit other tables. Operating outside normal TLP program control is not advised under any circumstances for any undocumented purposes, other than for creating new queries and reports that do not change the underlying data tables in any way.
Adding a new client account status:
(1) First, make sure that you have a current backup of your program and data files.
(2) Next, make sure that all other users have logged out of TLP.
(3) Run TLP on a computer with the full compatible version of Microsoft Access (currently Access 2000 or higher, although compatibility can change as new versions of Access and TLP are installed).
(4) Close any open forms, such as the Client Form, so that only the top level menu (The menu with the options File, Edit, Reports, etc.) is displayed, and the main part of the window is dark gray.
(5) Press the F11 (Function 11) key. On most keyboards, the function keys run along the top row of keys. The F11 key invokes the Microsoft Access Database dialog.
(6) Click on the Tables icon, in the leftmost section of the Database dialog.
(7) In the list of tables on the right, scroll down to tblAccountStatus, highlight it, and double-click.
(8) The entries in the client account status table will be displayed. Do not delete existing statuses!
(9) To add a new client account status, scroll down to the blank line that starts with (AutoNumber) and click in the Account Status field. Enter the description of the new account status (for example, if you want a client status that forces a client to requalify for a loan if he/she has not been active for a company-designated period of time, you could enter a description of "Requalify" here. If the client status puts the client account on hold so that new loans are not allowed, be sure the Hold check box is checked.
(10) When you have checked your data entry carefully and are sure that everything is correct, close the window.
(11) After closing the window, if you have no other table changes to make, immediately close the program and restart it, then make sure your new client account status shows up as an option on the client screen after restarting TLP. If you have more table changes to make, such as adding corresponding loan statuses, you can make such changes first, then close the program and test all table changes at one time.