First Time Use FAQ's

How do I change the Firm Name in BalaBoss Client Navigator
Why am I still connected to the Demonstration database?
Why do my clients not appear in my Client Selection List?

How do I change the Firm Name in BalaBoss Client Navigator? 

To change the Firm Name that appears on Invoices and Statements and in the Title Bar you will need to make the amendments in Firm Name and Address which is part of Invoice Format.

1. From Client HQ select System Administration. The Administration form appears.
2. Select Time & Billing Administration. The Time & Billing Administration form appears.
3. Select Invoice Format.
4. Select Firm Name and Address.
5. Enter the correct Firm name in the Firm Name on Invoices & Stmnts field.

Note: Please ensue that you are are connected to your firm's live data FIRM.DAT, not the demonstration data DEMO.DAT before you perform the above procedure. Switching to your firm's FIRM.DAT is described below.

Note: The changes do not take effect immediately. The next time you log into BalaBoss Client Navigator the Title Bar at the top will reflect the information you entered in the Firm Name on Invoices & Stmnts field.

Why am I still connected to the Demonstration database?

You have successfully logged into BalaBoss Client Navigator, but you in the demonstration training database. Where do you enter your own information?

When purchasing BalaBoss Client Navigator you received a System Administration Disk. If you ran the setup from that disk it would have installed a file called FIRM.DAT in the folder you specified.

Currently you are linked to the demonstration training database DEMO.DAT

 To switch to your own database FIRM.DAT, you should follow the instructions in Appendix A page 8 of the BalaBoss Client Navigator guide. For your convenience those instructions are repeated below:

Tell BalaBoss Client Navigator where you have located your shared Central Data File:

1. From Client HQ select System Administration.
2. Subject to permissions granted to you, you may need to select System Administration, Standard View, Utility Functions.
3. The Utility Functions switchboard will appear.
4. Select Shared Data Source Selection.
5. The Shared Data Source Selection form will appear.
6. Select New Shared Data Source, Browse to the new location where the FIRM.DAT is located, then click Open.

Note: The above procedure to identify the new location of the central data file must be performed from each workstation that will be accessing the shared data.

Why do my clients not appear in my Client Selection List?

When switching to your Firm’s data file called FIRM.DAT the Filters may not have had an opportunity to refresh. If your clients do not appear in your Client Selection drop list in the Client HQ please perform the following one-time procedure:

1. From the Client HQ select the Filter button.
2. Select Apply Filter and Close.

That’s it! Your clients should now appear in your client selection list.

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