Adding a new loan account status:
If you are adding client statuses and loan statuses in the same session, you should have already done the first four steps below, so you can "jump" to step 5:
(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) If the Microsoft Access Database dialog is not displayed, 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 tblStatusCodes, highlight it, and double-click.
(8) The entries in the loan account status table will be displayed. Do not delete existing statuses!
(9) To add a new loan account status, scroll down to the blank line that starts with (AutoNumber) and click in the Status field. Enter the description of the new loan status (for example, if you want a loan status for a loan that is in litigation, you could enter a description of "In Litigation" here. If the loan status makes the account inactive, meaning that automatic recurring interest and fees should not be added to the account, be sure the Active check box is unchecked. This does not mean you cannot add interest and fees manually, only that TLP will not continue to accrue recurring interest and fees automatically. If you do want TLP will to accrue recurring interest and fees automatically, be sure the Active check box is checked.
(10) When you have checked your data entry carefully and are sure that everything is correct, close the table 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.
If you have multiple stores, it is imperative that you add new client account and/or loan statuses in exactly the same order, so that the account status numbers automatically assigned by the computer are the same in each store database. If these numbers are not the same at every store, it will be difficult or impossible to consolidate store databases in the future and run reports or queries that "match" in terms of client and/or loan statuses. With all TLP company setup and control tables for multistore operations, it is very important that any change made for one store is made exactly the same way and in the same order for every store.