If you would like more information about dbCAMS+, visit their website (www.fcsi.com).

Are you a dbCAMS+ user?

The integration between Quik! and dbCAMS+ is the best example of how Quik! can use data from a database. The data that can be used from dbCAMS+ includes:

1. Client Personal Info: Name, SSN, Date of Birth, Citizenship, Government ID, Fed and State Tax Brackets
2. Client Contact Info: Home Address, Phone, Email, Fax
3. Client Employment: Employer, Title, Address, Phone, Fax, Occupation, Years Employed
4. Client Account Info: Account Number, Registration, Tax State, Net Worth, Income Level, Time Horizon

How To Connect dbCAMS+ to Quik! Forms Library (FULL version only)

To connect Quik! to dbCAMS+ during the installation process, Step 2 in the Installation Wizard will ask you to to choose the type of contact management system you use. Choose dbCAMS+ from the drop-down menu.

Or, if you have already installed Quik! and want to change your database connection , choose the 'Tools' menu and select 'Database Connection...' to bring up the Database Connection wizard.

Next, click the 'Browse...' button to look for your dbCAMS+ database file called 'fcl.dbf'. If you installed dbCAMS on your local hard-drive, then the typical path is C:\dbvdata\fcl.dbf. If you installed dbCAMS+ on a network server, then navigate to the location where you installed it and look for the /dbvdata/ folder and the fcl.dbf file. Once you find the fcl.dbf file, select it and click the 'Open' button.

Once you've selected your database and found the correct file, click the 'Next' or 'Save' button .

After you finish the setup, you may need to refresh the screen by clicking the 'Reset' button in the Quik! Forms Library (found next to the Exit button in the lower right corner).

For more instructions, see page 10 in the HelpFile.pdf.

Still looking? Look for help in our other sections. Or contact us.