Users Manual - Custom Advisor Solutions, Inc
Contents
1. Users Manual dbCAMS Display System for Act4Advisors Custom 3 Advisor Solutions Inc P O Box 93 Medfield MA 02052 Copyright 2003 by Custom Advisor Solutions Inc dbCAMS Display System for Ac t4Ad visors User Manual Table of Contents Overview Installation If you do not see the dbCAMS tab The Display Process Maintaining the dbCAMS client number in Act4Advisors Support Page 2 Copyright 2003 by Custom Advisor Solutions Inc BRWWWW Ww dbCAMS Display System for Ac t4Advisors User Manual Overview This system displays dbCAMS investment information within Act4Advsiors It uses an ActiveX control to query the dbCAMS databas in real time when you click on the dbCAMS tab in Act4Ad visors Installation The installation of the software installsa registration shortcu on you desktop You must register the software on yourcomputer before it will run To register click on the Register your Act4Ad visors dbCAMS Display System icon on your desktop Call Custom Advisor Solutions with User Name field on the registration screen CASI will give you a Registration Key for your system After you register your system close your Act4Ad visors system and then start it up again You should see a new tab at the bottom of the screen named dbCAMS Clicking on this tab wil display your dbCAMS information for the current Act4Advisors contact If you switch to another Act4Ad visors contact you will need to click on t2. he Refresh button to display the new information If you do notsee the dbCAMS tab The installation system installs a control file in the Act NetLinks folder This is the default location for control files If you do not see the dbCAMS tab in Act4Advisors after you close ACT and restartit then you probably have changed the default NetLinks folder To find out the location of your NetLinks folder go to the Act4Ad visors system click on Edit select Preferences Go to the Generaltab On the right hand sde of the screen you will see a box labeled Default locations Select the File type of Netlinks from the pull down list Write down the curent folder You will have to move the file named casi359 ctl from the current folder to YOUR NetLinks default folder The casi359 ctl file should be in the Act Netlinks folder Please call CASI if you have any problems with this process After you have moved the control file shut down Act4Advisors and restart it You should now see the dbCAMS tab The Display Process The display system needs the dbCAMS client number to link the two systems together This number is stored within Act4Advisors in the field named client_num The ActiveX control takes the client number from the Act4Advisors client_num field and usesit to select the comect dbCAMS client When you switch from one Act4Ad visors contact to another contact the display screen is not refreshed There is a refresh button on t
3. he display screen Clicking the refresh button will requery dobCAMS and refresh the screen Maintaining the dbCAMS client number in Ac t4Advisors The dbCAMS client number is populated into the Act4Ad visors client_num field automatically if you use the Custom Advisor Solutions CASI conversion system to convert yourdbCAMS database to Act4Advisors If you convert your own database without the CASI convesion system you will need to Page 3 Copyright 2003 by Custom Advisor Solutions Inc dbCAMS Display System for Ac t4Ad visors User Manual make sure you place the dbCAMS cltno field into the Act4Ad visors client_num field Any conversion isa one time process so it doesnot maintain the field if you add new investment clients in dbCAMS The CASI Synchronization System also populates the Act4Advisors client_num field Since this system is run on a penodic basis it will add any linkagesthat are missing when it runs If you do not use this system then you will have to add the client numbers in Act4Advisors manually asnew investment clientsare added in dbCAMS The Act4Advisors client_num field may or may not show on your Act4Ad visors screens If it doesnot show then you will have to add the field to your Act4Ad visors screen layout so you can manually maintain the client number Support Support forthis product is provided by Custom Advisor Solutions Inc Please call usat 410675 7880 Page 4 Copyright 2003 by Custom Advisor Solutions I
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