Once a database connection is setup, it can be modified at any time. Any aspect of the connection can be modified including the name of the connection, the accessibility, the database location, the field mapping, etc. To modify a profile, choose the name of the profile in the Advisor Data Source Connections screen.

Modify Connection Profile

After selecting a client data source to manage, click the Edit Profile button to change the name of the connection or the accessibility level.

Modify Client Data Source Connection Details

To change the location of your database and other information related to how Quik! accesses your database, click the Edit Details button. This will bring up the connection screen where you can change the database type, browse for the location and manage other information like usernames and passwords (if applicable).

Modify Field Mapping

When you connect to a database, Quik! automatically maps all the known fields of the client data source for you. In some circumstances, you may want to modify the mapping to use your custom fields. To change the field mapping, click the Map Fields button.

The Field Mapping screen will appear where you can change the mapping.

For more details about field mapping, see the section called "Field Mapping".