Creating a New Client File
In order to access the full search, score
conversion, and interpretation capabilities of Profile, you must first create a
new Client File or open an existing (previously saved) Client File.
To create a new Client File:
- Under the File
menu, click New.
- In the Client Demographics dialog box that
appears, type the required information in each field. Please note that the
Last Name field must be completed at a
minimum. Completion of the other fields is optional, however this data may
be helpful when sorting and viewing Client File entries using the
Library function. Do not include a period
in the Last Name field. Use the Tab key
to move to each successive field, and Shift + Tab
to move back through the fields.
- After you have finished typing the
information in each field, press Enter,
or click the OK button.
- A message box will appear on the screen,
reminding you to verify that the information in each field has been entered
correctly. Click the OK button to
continue, or click Cancel to return to
the Client Demographics dialog to make changes as required.
- A Save As
dialog box will then appear. In the File Name
field, you will note that the file name defaults to the client's Last Name
entry. You can choose to accept this file name, or type a new name for your
Client File. Then click the Save button.
Saving the Client File to disk will consume one licence file usage. Client
demographic data cannot be changed after it has been saved.
Please see the Help section
Profile 2004 Client
File System for a description of other files automatically created by Profile
during its operation.