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ProFile Help

How to enable the Client Explorer database

How to open the Client Explorer database

1. Select Client Explorer as the type of database to be used.
Go to Options > Database and select 'Use Client Explorer', then click OK.

2. There are three ways to open the Client Explorer:

Option 1: Select Goto > Client Explorer

Option 2: Click on the Toolbar icon

Option 3: Press <F3> on the keyboard

The Client Explorer window does not have to be closed in order to return to any open ProFile returns. It can remain open as you work. Use the Window menu to quickly navigate between returns and the Client Explorer.

More like this

Client Explorer filters
Query the Client Explorer
Client Explorer Save View button

Print reports using the Client Explorer

Customize client details using the Client Explorer
Build an EFILE file using the Client Explorer
Carrying forward files using the Client Explorer Database
Export ProFile data into another program with Client Explorer

How to find specific files in the Client Explorer database
How to export data using the Client Explorer database in ProFile

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