Extracting client information

You can extract one or several marked families, your own clients (that is the clients marked with your user ID) or the entire database.

Note, however, that you cannot extract one single client without his family members because the information of the entire family unit is treated as a whole.

The choice of Data to extract enables you to choose between the current years and all years available for the clients selected. Select the current years when you want to temporarily move information from one computer to another, and select all years when you need to permanently move a client's complete set of records to another computer.

You should avoid selecting All years unless truly necessary as it can turn into a long process on busy networks or slow computers. The backup and restore features may be better suited for All years and All clients.

An extract file can include print and efile data (output) along with entered data (input). This is particularly useful if the destination computer or database is to be used for printing or efile processes.

After extracting, DT Max creates a results log which you can save or print. This record of what you have done can let you know whether or not the latest data is on the database that you are consulting.

The extract and merge utilities can be used to transfer data between groups. If, for instance, one group of users has an old printer that performs very slowly, they could have printing done by the other group with a better printer. Similarly, one group may be in possession of the computer used for efile, which the other group would need to use as well. In both cases, extract and merge would enable the necessary transfer of data.