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Step 2 –
Maintain Database
Director
Meetings
To Start Up
The Navigation toolbar should be visible on the
screen.
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Click the Corporate Manager bar on the
Navigation toolbar or press the Meetings bar
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Click the Director Meeting icon to open the Director
Meeting form
 
The Director
Meeting Form
When the Director Meeting form appears for the first time
the text boxes are dark and buttons are not selected. This is because there is no data in the
underlying table. Use the Standard toolbar
to create a new Director Meeting record.
Creating A New
Director Meeting Record
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Press the New button on the Standard toolbar
A new Director Meeting record appears on the form.
Notice the list box in the lower left corner of the
form. This is a list of the directors
for the selected company. These are
people who have been designated as directors for the selected company in the
Officers & Directors form.
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Click on the company tabs at the top of the
form.
Notice that the director list changes when a different
company tab is selected.
The directors’ attendance stays with the meeting record so
new meetings show the current list of directors but previous meetings retain
the names of directors at the time of the meeting.
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Fill in data for the director meeting.
For a detailed description of
the Director Meetings form, go to the User’s Guide in this Help file and open
the Director Meetings option.
Saving Data
When you have finished entering data for the director
meeting press the Save button on the Standard Toolbar.
Reverting Data
To remove the data you’ve entered prior to pressing the
Save button press the Revert button.
It is important to note that the Revert button returns all
data to the last saved version so it is important to save data when you know
you want to keep the data that has been entered.
Locating Meeting Records
To move through the director meeting records for a company
use the navigation buttons on the standard toolbar.
You can also use the List or Find buttons to locate
meeting records.
Deleting Data
If you want to delete a director meeting record after it
has been saved select the meeting and press the Delete button on the standard
toolbar. .
Continue Entering Director Meetings
When finished with the first record, continue entering
data for additional meetings by clicking the New button on the Standard
toolbar to add additional meeting records and following the instructions
above.
Backup Data
To ensure that data is not lost it’s a good idea to back
up your data files to a location other than the current application
folder. This can be done by selecting
the ‘Back-up Data Files…’ option under File on the main menu. One of the CMS forms must be on the screen
for the backup option to be available.
Backup files can be saved to any location the computer has access to
including other computers on a network.
Import Data
To import backup files select the ‘Import Data Files…’
option under File on the main menu.
You are given the opportunity to save current data before importing a
backup file which is necessary if you want to retain the data that is
currently displayed on the screen. If
you do not backup the data it will be lost when importing a backup file.
To Close The
Director Meeting Form:
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Press the close box (the red box with the X)
at the top right of the form.
The Director Meeting form closes.
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