Help/Foreseenly CashFlow/DEMO vs LIVE vs COPY
Foreseenly CashFlow - Settings & Data

DEMO vs LIVE vs COPY

Purpose of each database

Overview

DEMO Playground
  • Uses simulated sample data to showcase features and workflows.
  • No real user data is involved.
  • Safe for exploration, training, and presentations.
  • Changes here never affect real data.
LIVE Data
  • Your actual, real user data.
  • Continuously updated as you use the app.
  • May contain sensitive or confidential information.
  • Protected by security and privacy controls.
  • Changes here directly affect your real records.
COPY Data
  • A snapshot copy of your current Live Data, stored separately for experimentation.
  • When you open Copy Data, you’ll be asked whether you want to overwrite the existing copy.
    • If you choose Overwrite, a fresh copy is created from Live Data.
    • If you choose Keep, you continue working with the previous copy.
  • Safe to test scenarios without impacting Live Data.
  • Copy Data cannot be merged back into Live Data.
Rule of thumb:
  • Learn in DEMO
  • Work for real in LIVE
  • Experiment safely in COPY



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