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Video Tip – How to create a restore point

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dynaMACS has a “mini backup” for sales rep agencies’ convenience

dynaMACS has created a restore point utility to help save time if you need to revert back to a prior period and start over again.  For example:  Posted a session to the wrong month, posted a commission statement to the wrong manufacturer or transferring history to the wrong customer/manufacturer or sales rep.

This DOES NOT replace an offsite backup.  The restore point is located in the same directory as your dynaMACS Software.  This means that if your dynaMACS folder crashes then all the restore points will not work.

 

Watch the Create a Restore Point Video Below:

For written instructions visit Tip #1308.

Tip #1612 – Using the dynaMACS System Information Setup Screen to Set the Frequency and Warning Messages for Restore Points

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Restore points in dynaMACS are important when performing some functions such as posting sessions or doing transfers. (Please see Tip #1308 on the importance of creating a restore point.)  In dynaMACS you can control when your Restore Points are required or set a warning when the Restore Point SHOULD be done.  The following tip will walk you through setting this up.

Setting the Restore Point Frequency/Warning Message

  1. From the main dynaMACS screen select Other Functions>Administration>System Information Setup.
  2. Select the Restore Points tab at the top of the System Information Setup screen.
  3. There are three processes for which you can setup warnings or required defaults.
  4. Select the appropriate radio button.
    • Required Everytime will force the user to create a restore point each time this process is run.
    • Required Once Daily will force the user to create a restore point the first time this process is run each day.
    • Warning Everytime will display a warning to create a restore point each time this process is run.
    • Warning Once Daily will display a warning to create a restore point the first time this process is run each day.
    • Never will not show a warning or force a restore point when this process is run.

5.   Once your selections have been made click on the Save button.