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Data File Setup
After you complete filling your information in the 'Startup Wizard' after opening up Clear
Biz for first time, Client Track will automatically create and save your data file on C:\ drive
on your computer as default location.
Finding Data File  I  Changing Data File  I  Missing Data File
Finding Your Data File
STEP 1
Data File Menu Screenshot
in Client Track, go to Tools > Data FIle Wizard.
STEP 2
Data File Location Screenshot
The data file path is shown under Data File Information shown above. This can be very useful
to ensure that everyone in office is connecting to the same data file in Client Track.
Changing The Location of Your Data File
STEP 1
Create a new folder on your desktop and name it 'ClientTrack_Data' as example. Copy your data
file (i.e. data_company.ctd) into this folder and place the folder on your shared server. Note the
path of your data file on server. For example;
STEP 2
Data File Menu Screenshot
in Client Track, go to Tools > Data FIle Wizard.
STEP 3
Specify Data File Location Screenshot
1) Click Specify Data File Location.
2) Browse to data file in folder you placed on shared server from Step 1. (i.e.data_company.ctd)
3) Click Close to save location.
Missing Data File
If your data file has been moved, renamed, accidently deleted, or if server is down, you'll get the
'Missing File Data Wizard' pop-up window when you open up Client Track.
STEP 1
Missing Data File Screenshot
1) Turn on and boot up the server and then click Try Reconnecting.
2) If you still receive an error, check the path and file name on both 'Missing Date File' & 'Data File
    Location' in the Data File Wizard. In addition, check the location of your data file on your
    shared server.
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Have questions? Contact us at 1-866-423-8525 or by email at support@clienttrack.ca