CRM Wars

The long and sometimes sad story of how we find, implement and use CRM systems at D-Tools

D-Tools News

News and information about D-Tools

Data Edge

Get the edge by learning all there is to know about D-Tools data

President’s Perspective

Written by D-Tools Founder and President, Adam Stone

Technical Terminal

Technical and product information written by the D-Tools technical support and development team

Home » Archive by Author

Articles by Seth Enos

Creating a Combined Report
11/30/2011 – 9:28 am | Comments Off
Creating a Combined Report

This post will show how to create a combined report in SI5. While you can create Groups for reports that will generate all reports in the Group at once, they are still separate reports that …

Two “Dynamic” Reports
11/28/2011 – 11:48 am | One Comment
Two “Dynamic” Reports

The following two posts show how you can create “dynamic” reports within SI5 using some of our built-in Report Utilities. The first article shows how to create a proposal report that allows you to add …

Proposal Reports
04/26/2011 – 7:55 am | Comments Off
Proposal Reports

Getting a client to sign off on a project can be challenging.  The documentation that you provide could make or break the pending agreement.  SI5.5 comes with a variety of professional reports to help you …

Proposals – No Page Breaks
02/11/2011 – 12:24 pm | Comments Off
Proposals – No Page Breaks

Sometimes when running a proposal report in SI5, you may have unwanted page breaks in between your groupings.  You won’t see this on every proposal that you run because many factors contribute, e.g. how you …

When MSXML Goes Bad
12/15/2010 – 7:16 am | Comments Off
When MSXML Goes Bad

Software without errors is like…well, I don’t have a clever simile for this.  We are constantly improving our software to eliminate errors that have been brought to our attention that have slipped past our testing.  …

Modifying the Project Summary
10/27/2010 – 10:23 am | Comments Off
Modifying the Project Summary

Changing the information displayed in the Project Summary section of a stock D-Tools SI5 Proposal report can be confusing for some clients.  This is mainly due to the fact that we use subreports to generate …

CEDIA 2010 Manufacturer Trainings
08/18/2010 – 6:56 am | Comments Off
CEDIA 2010 Manufacturer Trainings

We will be teaching two Manufacturer Training Sessions at the CEDIA expo this year.  These free sessions are open to all CEDIA attendees and are eligible for CEDIA CEUs.  Each class is 90 minutes long …

Creating Half-Rack Width Shapes
08/18/2010 – 5:50 am | Comments Off
Creating Half-Rack Width Shapes

It is fairly easy to create customized Visio shapes based on the SI5 library of shapes that will represent products whose width is half-rack, or 9.5 inches, that snap-to the rack shapes. By default, …

Off-page Reference Shape
07/23/2010 – 11:54 am | Comments Off
Off-page Reference Shape

This question often arises:  What is the best way to handle off-page references when dealing with multiple Schematic pages. Occasionally you may run out of space on a schematic page and need to continue …

Projects Won’t Open in the Text Interface
12/09/2009 – 2:17 pm | Comments Off
Projects Won’t Open in the Text Interface

Issue: You attempt to open an SI5.5 project in the Text interface and the interface does not open.  No error, just nothing happens…crickets.
Cause: This can occur on machines that are running both SI 4 and …

Reporting an Error Message
12/03/2009 – 9:02 am | One Comment
Reporting an Error Message

The reality of using software is that you may encounter errors from time to time. The proper reporting of an error can significantly increase the turnaround time for a resolution. The intent of this article is to demonstrate how to effectively report errors to the D-Tools Support team, support@d-tools.com.

Error Saving Visio File with Inserted PDF
11/25/2009 – 7:43 am | Comments Off
Error Saving Visio File with Inserted PDF

Although ideal, procuring AutoCAD floor plans is not always possible. Architects are protective of their intellectual property, rightfully so, and it often takes some convincing that you really only need them to lay out the pre-wire for your system, no malicious intents. However, they are usually completely willing to send you PDF file of the plans in lieu of the AutoCAD DWG file.