Start by closing all open modules. Then display the Database menu and select “Select Database.” This brings up a “Select database” window from which you can choose the database in which you want to work. You can also choose the database in which you want to work from the Select database menu in the “Module Explorer” pane.
Reference Manual Contents
- Basic Operations
- Dashboard
- Administration
- About CC-Assist Administration
- Administration window
- Administration: Users page
- Administration: Databases page
- Administration: Access Profiles page
- User window
- User window: Basic Info page
- User window: Databases page
- Access Profile window
- Access Profile window: Primary modules page
- Access Profile window: Transaction Journals page
- Access Profile window: Value Tables page
- Access Profile window: Libraries page
- Primary Modules
- Members module
- About the Members folder
- About the Members Module
- Member Detail View
- Member Detail View: Basic Info 1 page
- Member Detail View: Basic Info 2 page
- Member Detail View: Other Addr page
- Member Detail View: Reps page
- Member Detail View: Bill Info page
- Member Detail View: Account page
- Member Detail View: Profile page
- Member Detail View: Classes page
- Member Detail View: Online page
- Member Detail View: Codes page
- Member Detail View: Groups page
- Member Detail View: Contacts page
- Member Detail View: Referrals page
- Member output
- Member filters
- Accounts Receivable Output in the Members module
- Billing Info Diagnostics
- About membership dues
- Changing Member Annual Rates
- A/R Transaction Orphanage
- Deleting Members vs. Dropping Members
- Reps module
- Staff module
- Groups module
- Events module
- About the Events Module
- Events module
- Event Detail View
- Event Detail View: Basic Info 1 page
- Event Detail View: Basic Info 2 page
- Event Detail View: Registration Offerings page
- Event Detail View: Registrations page
- Event Detail View: Attendee Roster page
- Registration Offerings module level
- Auxiliary Info module level
- Registrations module level
- Event Registration Detail View: Contact Name page
- Event Registration Detail View: Contact Address page
- Event Registration Detail View: Event Selections page
- Event Registration Detail View: Invoices page
- Attendee module level
- Event Template Detail View
- Event Template Detail View: Basic Info 1 page
- Event Template Detail View: Instances page
- Contacts module
- Inquiries module
- Jobs
- News module
- Promotions module
- G/L Accounts module
- Members module
- Transactions
- About the Accounts Receivable folder
- A/R Invoices module
- A/R Invoice Detail View
- A/R Invoice Detail View: Name and Address pages
- A/R Invoice Detail View: Line Items page
- A/R Invoice Detail View: Applied Items page
- A/R Invoice Line Item types
- A/R Payments module
- A/R Payment Detail View
- A/R Credit Memo module
- A/R Credit Memo Detail View
- Case studies – Dues type Credit Memos
- A/R Reversal Detail View
- Accounts Receivable Output in the Members module
- Restrictions to creating, editing, and deleting A/R transactions
- Deferred Dues Revenue
- About the QuickBooks synchronization process
- Invoice filters
- Value Tables
- Libraries
- Online Administration
- Appendices