The edit menu is the second menu item in DataLog, and is located near the upper left hand corner of the program.
1. Configuration:’
There are three tabs in configuration that allow the user to modify their user settings, system configuration, and registration information.
User Settings:
A) Connect to Database at startup: allows the user to choose whether the database is automatically connected at startup (This option is only visible to Enterprise and Small Business licenses)
B) Maximum Number of Records Returned by Search: the default value is 2,000; users can change this if desired. For enterprise users, AgWare recommends leaving the default as-is.
C) Don’t show Thumbnails: when checked this setting turns off the attachment thumbnails on the sales. The detail view will be used.
D) Don’t Auto Refresh Folders: when checked this setting turns off the sales grid refresh that shows updated data when a sale is added or modified. Users can press F5 on their keyboard to manually refresh the sales grid. This should only be checked in cases where the user is having unexplained refreshes that are interfering with their use of the program.
E) Show All Columns: turns on the extra columns in the sales grid so that users can add them to their grids. Such fields include: expanded grantor and grantee information, expanded financing information, etc.
F) Keep DB ID Local:AgWare automatically assigned a Database ID to each sale. These Ids are saved in the My Sales folder. In most cases this is the appropriate location. Users on Corporate Networks may need to change this location to avoid conflicts with other users. Note: Enabling this option will cause your DB Ids to change when moving your database to a new computer.
G) Perform Database Diagnostics at startup: when checked this launches the diagnostics before opening DataLog. Users should only check this when prompted to do so by AgWare support staff.
H) Country/Language: At this time there is only two country options; USA and Canada. If the country is set to Canada, the language option will then be able to set the language to either English or French.
System Configuration:
If you are storing your sales in a special location such as a network drive, use the “New My Sales (on restart)” to enter the path or click the ellipsis to browse to that location. This will reroute your My Sales folder to the new location. The database settings section is for Enterprise users only; contact your IT department if you need assistance getting connected to the Enterprise Database.
Registration:
All registration and license information is found on this tab.
2. Manage Add-Ins’
There are three add-ins available in DataLog: Microsoft Excel, ODBC Access, and a template designer tool.
A) Microsoft Excel Add-In: allows users to transfer a specific sale’s data into Excel. This gives the user flexibility in creating their own sale layout. Worksheets can be created to perform additional analysis calculations that aren’t offered in DataLog, without requiring the user to re-enter sales data. Simply click the enable button to enable this add-in. See our detailed Excel Add-In help page for more information.
B) ODBC Access Add-In: once enabled, this add-in gives the user the ability to present DataLog data in a Microsoft Word document and utilize the mail-merge function.
C) Template Designer: used for creating custom sale templates. As noted in the add-in manager this is an experimental feature of DataLog. These sale templates created in the DataLog template designer will not be available in ClickForms; they are used strictly for DataLog.