This shows how to remove “illegal” characters from your revisions so that a Project Delta can be generated.

This post shows how to create a Proposal in SI5.5 that has no descriptions for any of the products, with youtube video.

This article explains the use of the “Unapproved” setting for products within SI5.5.

This article is for SI5.5 users who do not have access to the new SI5.5 permissions in the SI5.5 Administration Console.
SI 5.5 adds the following new permissions for you to assign to your Groups:

There are a variety of ways that you can pan and zoom within Visio. The most obvious way to zoom in is to use the Zoom dropdown menu. Usually you would then use …

Currently SI 5 does not keep a database of your Client and Contact information. In fact, all that is stored in the Client list is the name. Information like address, phone, email, etc. is stored within each individual projects and cannot be readily “re-used” on other projects. Release 5.5 (coming soon) changes all that. Before I show a sneak peak of the interface, it is important to explain the difference between a Client and Contact.

If you notice that the price differs on your QuickLinks Estimate/Invoice form than on your Sales Order (SO), there are a couple of things that could cause this.  The first thing to check is to …

One of the features released with SI 5.2 was Global Settings for reports.  These settings give you added flexibility on how your data displays.  To change/view your settings, open the Reporting Center and select Tools->Global …

How much pricing detail should be shown on a proposal?  Opinions vary on this but the general consensus seems to be “as little as possible”.  Of course you will always have clients that demand more …

Now when you attend any of the D-Tools weekly webinars, whether the New User Orientation series or the Gold Support series, you will have the option of calling the conference line for audio or you …

Oh no, not another posting about wires. Yup!  I like wires and I like wiring diagrams, especially drawings that are well laid out and easy to read.  Color coding your wires helps considerably and adding …

Plate inserts, wire terminals, and mud-rings are good examples of gear that you use on a project but you don’t necessarily want shown as line items on client reports. There are a variety of …