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Advice and answers from the coreplus Team
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data backup
Process an Instant
Data
Backup
Initiate an instant
data
backup
of client details… to run an Instant
Data
Backup
: 1… the
data
backup
. 2
Data
backup
on a PC
Download a copy of your
data
stored in coreplus to your Windows PC… forms of information you'd like to be included in your
data
backup
, then click Save
Backup
. 3… to run a
data
backup
on a PC: 1
Data
backup
on a Mac
Download a copy of your
data
stored in coreplus to your Apple Mac… forms of information you'd like to be included in your
data
backup
, then click Save
Backup
. 3… to run a
data
backup
on a Mac: 1
Accessing contacts list
Accessing contacts list via
data
backup
… Go to Setup > Settings >
Data
backup
2… Click Run new
backup
> enter your phone number > tick the relevant contacts and Save
Backup
Please
One practitioner is leaving the practice
This is how to perform a
data
backup
on a Mac This is how to perform a
data
backup
on a Windows… Run a
data
backup
… When a practitioner leaves a practice, it's best that the supervisor runs a
data
backup
, filters out
Finding clients with no appointments
Backup
You can see below how to run a
data
backup
: Run a
data
backup
on a Mac Run a… Go to Setup > Settings >
Data
Backup
> Run New
Backup
> tick Appointments under Client
Data
> click Save…
data
backup
on a Windows 2
Last Week - Edition Five, 20th July 2020
'Fund' details now included in
data
backup
The Client Details component of your
data
backup
… Treaters) are now also part of your
data
backup
in the Client
Data
component…
backup
in the Client
Data
component
FAQs about Reports and
Data
Management
this process for both Mac and Windows:
Data
backup
on a PC
Data
backup
on a Mac Please let us… Conducting a
data
backup
of your coreplus account is easy and best of all, free… Select the specific
data
type that you want to
backup
or do it all
FAQs about Reports and
Data
Management
this process for both Mac and Windows:
Data
backup
on a PC
Data
backup
on a Mac Please let us… Conducting a
data
backup
of your coreplus account is easy and best of all, free… Select the specific
data
type that you want to
backup
or do it all
Weekly Newsletter #11 - 31st August 2020
Claim Number now part of
data
backup
A Claim Number added to a client's file will now be part… of a
data
backup
of the client record…
Data
backups can be run by Supervisors on an account whenever required, free of charge
