These instructions are for users of Clients 2000 using Access 97.
If you are using any other version of Clients or Access, please
go back to the version selection page and choose the correct version.
If you have any questions, or problems with the directions, please
contact us for assistance.
Patch contents and usage
instructions
Download
OtherMatters.mdb
1)
Download database Other Matters.mdb
2)
Get all users out of Clients
3)
Open ClientsT2000.mdb
4)
Import tables OService, subOService and query PCodeFix
5)
Rename subOService1 to subOService replacing the existing
table
6)
Rename OService1 to OService replacing the existing table
7)
Add Pcodes 97-Other Problems (non-legal) and 98-Criminal
Referrals to subPCode
8)
Link subPCode from downloaded database Other Matters.mdb
9)
Run query PCodeFix
10)
Delete query PCodeFix
11)
Delete linkage to subPcode1
12)
Compact Database and close ClientsT2000.mdb
13)
Open CFW2000.mdb with full version of Access
14)
Rename form inpOService to oldinpOService
15)
Rename form mnuInAdd to oldmnuInAdd
16)
Rename form mnuInReportsOther to oldmnuInReportsOther
17)
Rename form mnuInSearch to oldmnuInSearch
18)
Rename form srchOService to oldsrchOService
19)
Rename form qbfOService to oldqbfOService
20)
Rename report ROService to oldROService
21)
Rename report RTxOService to oldRTxOService
22)
Rename query qqbfOService to oldqqbfOService
23)
*If you have not customized form inpClients, then also rename
inpClients to oldinpClients.
If you have customized inpClients, see the directions below.
24)
*If you have not customized form inpFullIntake, then also
rename inpFullIntake to oldinpFullIntake.
If you have customized inpFullIntake, see the directions
below.
25)
Import all Queries, except PCodeFix, all Forms, and all Reports
from OtherMatters.mdb
26)
Hit Cancel on the 2 parameter value windows that will appear
27) Compact the database
*If you have customized either inpClients or
inpFullIntake, you do not want to copy over your customized intake
with our patch. Instead
of re-naming your existing forms, follow these instructions.
The instructions are identical for inpClients and inpFullIntake.
The directions written below reference inpClients, so to modify
inpFullIntake simply follow the instructions below, dealing with
the forms inpFullIntake1 and inpFullIntake.
23a)
Performs steps 25 and 26 above
24a) Open inpClients1
in Design View
25a)
Copy the button Other Matters from Intake Page 2
26a)
Minimize inpClients1 and open inpClients in Design View
27a)
Go to Intake Page 2 and paste the button; you will probably
have to move the button on the screen after you paste it
28a)
Minimize inpClients and go back to inpClients1
29a)
Right click on Other Matters to access the properties
30a)
Click on the Event tab of the properties window, the on [Event
Procedure]
31a)
Click on the … button that appears next to [Event Procedure]
32a)
Copy this code
DoCmd.OpenForm "inpOService", , , "Casenum
=""" & Me![CASENUM] & """"
With Forms![inposervice]
If IsBlank(Forms![inposervice]![Field1]) Then
MsgBox "No existing Other Matter Record, one will be
created."
![OSNOTE] = "Generated from Client Intake"
![CASENUM] = Me![CASENUM]
![OSOFFICENUM] = Me![OFFICENUM]
![OMPcode] = Me![Pcode]
![OSSNUM] = Me![SNUM]
![OSFUNDSNUM] = Me![FUNDSNUM]
End If
End With
Exit Sub
33a)
Go to inpClients and access the properties of the Other Matters
button
34a)
Click on the line next to On Click, then click on the … button
35a)
Choose Code Builder from the next window, then click on OK
36a)
Paste in the copied code
37a)
Click on Debug, then on Compile
38a)
Save, then Close all forms
39a) Compact the database
