Edit client
After you have added a client to your database, you may edit their information by using "Add or Edit Client…" in the Database menu. Choose the client from the list (which may be sorted by any field). All fields may be changed except for their client number which is based on order of entry. Once edited, all new client information WITH THE EXCEPTION OF DATE OF BIRTH will be associated with both previous and future records for that client. If the date of birth has originally been entered erroneously, you will need to delete and re-enter any step data records previously submitted to the database for that client. If you do not do this, the records entered previous to the correction will not reflect the correct age.In this situation, the safest way to delete and re-enter a record from the database is as follows.
1. Make the date of birth change in the client information using the Edit Client function in the Database menu, then click Save.
2. Open the step data record submitted for that client previous to the date change using the "Open Activity Record from Database" option in the Database menu.
3. Save the record to a file on your hard disk using the Save As… command in the File menu.
4. Delete the record from the database using the "Delete Activity Record from Database" option in the Database menu.
5. Re-submit the file to the database using the "Add File [file name] to Database" option in the Database menu. To do this, the file you want to add must be in the active window (the one in front) on your screen.
Hint: You do NOT need to delete and re-enter database records when you make other changes such as when you change the Groups, Private ID or Everyone inclusion/exclusion assignments for a client. Database summary measures will automatically reflect these changes. For further information, see the help for Add Client.
Hint: If you wish to change the group designation for all your clients in a particular group, you can use the Group Stats function to see a list of who you have assigned to the group, then use the Add or Edit Client... function to put them in another group or choose Not Selected. Alternatuvely, you can just click through the list of clients in the window at the top of the add or edit clients screen and watch their client information show below.
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