Getting Started

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Transaction Record Info
TABLE OF CONTENTS What is Transaction Record Info  Standard and Enhanced Record Info Enabling the Record Info Button Viewing Standard Transaction Recor...
Tue, Sep 14, 2021 at 3:36 PM
Introduction to Passwords, User Accounts, and Access Privileges
NOTE: The following article describes features available only in Connected 10.3 or greater. There are many decisions to make when creating new user acco...
Thu, Dec 2, 2021 at 11:27 AM
User Accounts and Access Privileges - Standard Passwords
NOTE: The following article describes features applicable to Connected 10.3 or greater. Connected user accounts and access privileges can be managed dif...
Thu, Dec 2, 2021 at 3:16 PM
User Accounts and Access Privileges - Secure Passwords
NOTE: The following article describes features applicable to Connected 10.3 or greater. Connected user accounts and access privileges can be managed dif...
Thu, Dec 2, 2021 at 3:31 PM
Creating Connected User Accounts and Access Privileges (legacy)
NOTE: This process described in this article is for versions prior to Connected 10.3.  If using version 10.3 or greater, see Introduction to User Accounts a...
Sat, Nov 27, 2021 at 12:03 PM
Activating and Using Change Logs
Please Note:  This article applies to Connected 10.0.04.   Article updated for version 10.2 or greater: Activating and Using Change Logs Change logs are...
Tue, Sep 14, 2021 at 3:37 PM
Analysis (Category) Codes
Article Contents What are Analysis Codes How to Set Up Analysis Codes Using Analysis (Category) Codes Assigning an Analysis Code to Primary Records Ad...
Mon, Mar 29, 2021 at 1:07 PM
Processing Customer Credit Cards in Connected
The following video is a recording training session on customer credit card processing. Learn how to: Basics of Card Processing and PCI Compliance P...
Fri, Mar 26, 2021 at 10:13 AM
How to Back Up a Connected File Manually
Note: This article not applicable when the Connected ODB Admin server software (macOS or PC Desktop) is being used. See Creating a Manual Backup with the OD...
Wed, Dec 22, 2021 at 11:12 AM
Creating a Manual Backup with the Connected ODB Admin Server App
NOTE: This article is only applicable for macOS or PC servers using the Connected ODB Admin Server application. For single users on macOS or PC deployments ...
Wed, Dec 22, 2021 at 11:24 AM