Glossary of Terms

Action:\ ------An action is a way of linking documents, emails and reminders so that they can be automated or run simply by a series of clicks - For practical examples, click here.

Backup:\ ------This is a way of ensuring that the data used in your system is stored in a safe location in case it is required later to recover from a systems failure - For practical examples, click here.

Document:\ ------This is a pre-typed letter or email stored in a library ready to be sent to a client, bank or other - For practical examples, click here.

Mandatory:\ ------These fields are pieces of information that must be completed so that the system can proceed - For practical examples, click here.

Mail Merge:\ ------This is the mechanism used to pass data from the database to Microsoft Word documents so that customer contact details and other information is populated - For practical examples, click here.

Restore:\ ------This is the mechanism used to recreate the data after a damaging system failure - If you need to do this, please contact the support desk [email protected].

User:\ ------This is an agent employed by your company that will use the database. They need to be authorised with permissions so that the software will work - For practical examples, click here.