Section 3. The Basics

3.18 Maintenance Wizard

Step 1
Maintenance Wizard Link
In menu, go to Tools > Maintenance Wizard
Step 2
Maintenance Wizard - General Tab
1) Select type of task to perform maintenance on Client Track under General
    Maintenance
tab. Close Scheduled Tasks is the most common task to
    perform maintenance on as shown above. Select the date to close tasks.
2) Click the Other Maintenance tab.
Note: Client Track allows you to manually backup your data file. For instructions on
how to backup, click here.
Maintenance Wizard - Other Tab
3) Select type of task to perform maintenance on Client Track under Other
    Maintenance
tab. Archive Completed 2010 tasks is also the most common
    task to perform maintenance on as shown above. To archive previous years,
    click Change Year and seleted year from drop-down list and then click Back.
4) Click the Perform Maintenance to complete maintenance.
Video Tutorial
Last modified: Friday, 8 May 2015, 10:50 AM
Skip Contact Us

Contact Us