Dashboard #
The client portal gives you access to the TAD Installer and your Serial Number. The Serial Number is needed for the initial installation and all future updates. You will also be able to add additional team members to your Team and access TAD SQL AI.
Team #
When you purchase TAD, one individual will be the Owner of the Team. That individual can use the Team section to add additional users to the portal so they can access certain sections of the user manual, TAD SQL AI and other planned features.
When adding additional users you must select a Role. The two differences between the two roles are:
- Managers can add additional team members
- Managers can view the Transfer All Data section (ie Contract/Serial # information)
Transfer All Data #
This section contains a link to the Transfer All Data Installer and the Serial Number needed during the installation. You will also see the following:
- Contract Date, Contract Amount and Licenses Purchased
- Current Version & Last Updated
- These values are updated each time you update your instance of TAD. These should match the values you see inside Vista –> User Database –> Programs –> TAD Admin – Version
- Renewal Date and Renewal Amount
TAD SQL AI #
TAD SQL AI is an AI chatbot that can produce SQL Statements for you to download either in TAD or SQL Server Management Studio. The chatbot has extensive knowledge of the Vista database and usually returns correct results. Improving the accuracy is still a work in progress but give it a try!
Remaining Sections #
The remaining sections are only valid if you make a purchase through the Marketplace.