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Client Track 6: A practice management software for Accounting Professionals.
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Importing Clients
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Client Track Setup
Importing Clients
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Windows Server 2008
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Finding the Data File  I  Changing the Data File Location  I  Missing Data File
Finding the Data File
When you complete filling your information in the Startup Wizard after opening up Client Track
for first time, Client Track will automatically create and save your data file on C:\
drive on your computer as default location.
Step 1
Data File Locaton Menu
beight_lcorner From menu, go to File > Data File Location
Step 2
Data File Location
The data file path is shown under Data File Information shown above. This can be very useful
to ensure that everyone in office is connecting to the same data file in Client Track.
Placing the Data File
Step 1
Create a new folder on your desktop and name it Client_Track_Data as example. Copy your
data file (i.e. data_company.ctd) into this folder and place the folder on your shared server.
Note the path of your data file on server. For example;
'Your server Name/Directory/Client_Track_Data/data_company.ctd'
Step 2
Data File Locaton Menu
beight_lcorner From menu, go to File > Data File Location
Step 3
Specify Data File Location
1) Click Specify Data File Location
2) Browse to data file in folder you placed on shared server from Step 1. (i.e.data_company.ctd)
3) Click Close to save it.
Missing Data File
If data file has been moved, renamed, accidently deleted, or if server is down, the Missing File
Data Wizard
window will appear when Client Track starts up.
Missing Data File
Solutions
1) Turn on and boot up the server and then click Try Reconnecting shown above.
2) If you still receive an error, check the path and file name on both Missing Date File &
    Data File Location under File menu. In addition, check the location of your data file
    on your shared server.
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