CardExchange Solutions Documentation

Producer Help - Insert Database Records

A database record can be inserted in four steps:

  • Open the Database record window.
  • Click on the New button in the Database record window. Note that all fields will be cleared in order to enable you to enter new data. The cursor will be positioned automatically on the first field that can be edited. The buttons Insert and Cancel will be enabled.
  • Enter the data you need into the empty fields.
  • Click on the Insert button to load the data into the database, or on the Cancel button if you do not want that.

While inserting a new record, all functions of the main window are disabled. These will be enabled as soon as the Insert or Cancel button is clicked on. You can only insert a new database records if the administrator has given you permission to do so and if no more than one name has been selected in the name list.