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Can I keep track of multiple companies within inFlow?
Last Updated
January 20th, 2012
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Yes!  

Single-User Mode
Here's how we recommend you go about it if you're just using inFlow on one computer.  Use the Backup and Restore features to Save and Load multiple databases, each one corresponding to a separate company.

In more detail, once you've entered in data for the first company, select Main Menu (the round button at the top left) -> Backup Data to save the database for the first company.  You can name this, for example, company1.ifi (take special note of where this file is being saved as it will become important later).  Then, using Main Menu -> Reset All Data you can start a new blank database. 

At this point you can start entering the information for your second company into the program, since you've opened a brand new file.  When you're done with that and want to go back to the first company, you can use Main Menu -> Backup Data again to save to a new database file called company2.ifi.  Then use Restore Data to load back company1.ifi.  Once again you want to pay special attention to where this database is saved and its name.

Essentially what this process does is make sure that InFlow is looking in the right place for the data it needs to use.  For example, if Company 1 is attempting to sell a bicycle to your customer, it wouldn't make sense to access Company 2's records in order to do so.  You will need to be sure that you are accessing the correct database each time you enter the program.  Backing up your data is also important as you will likely be switching back and forth quite often.

Multi-User Mode
If you're using inFlow in multi-user mode and have multiple computers, the above approach isn't ideal since backup & restore affects all users.  A better solution in this case is to set up multiple computers as inFlow servers; one for each company.  You can use Main Menu -> Settings -> Multi-User Mode.  Each server will then have its own Server Name and Server Password.  From each server computer create a Connection Settings file by going to Main Menu --> Settings --> Connection Settings and saving the fileThis will need to be done on each computer, be sure to clearly indicate which file is which. 

Copy the connection settings files to each of your client computers so that they have the information necessary to connect to your servers.  Each of the client computers can decide which company's database to work on by setting up multi-user mode and then selecting the correct connection file and double clicking it.  inFlow should load with the connection to the appropriate database made.

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