These instructions are for users of Clients 98 using Access 2000.
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 ClientsT981.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 ClientsT981.mdb
13)
Open CFW981.mdb with full version of Access
14)
Rename form inpOService to oldinpOService
15)
Rename form mnuInAdd to oldmnuInAdd
16)
Rename form mnuInReports to oldmnuInReports
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 query qqbfOService to oldqqbfOService
22)
*If you have not customized form inpClients, then also rename
inpClients to oldinpClients.
If you have customized inpClients, see the directions below.
23)
*If you have not customized form inpFullIntake, then also
rename inpFullIntake to oldinpFullIntake.
If you have customized inpFullIntake, see the directions
below.
24)
Import all Queries, except PCodeFix, all Forms, and all Reports
from OtherMatters.mdb
25)
Hit Cancel on the 2 parameter value windows that will appear
26) 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.
22a)
Perform steps 24 and 25 above
23a) Open inpClients1 in Design
View
24a)
Copy the button Other Matters from Intake Page 2
25a)
Minimize inpClients1 and open inpClients in Design View
26a)
Go to Intake Page 2 and paste the button; you will probably
have to move the button on the screen after you paste it
27a)
Minimize inpClients and go back to inpClients1
28a)
Right click on Other Matters to access the properties
29a)
Click on the Event tab of the properties window, the on [Event
Procedure]
30a)
Click on the … button that appears next to [Event Procedure]
31a)
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
32a)
Go to inpClients and access the properties of the Other Matters
button
33a)
Click on the line next to On Click, then click on the … button
34a)
Choose Code Builder from the next window, then click on OK
35a)
Paste in the copied code
36a)
Click on Debug, then on Compile
37a)
Click on File, then on Save
38a)
Close all forms
39a) Compact the database
