There may be a standard block of text, such as terms, that you’d like to always display with certain reports. This is possible by adding a small block of code to a custom report that looks for a specific .RTF file. First, create...
Read MoreExcel reports can be created using the Excel Report Wizard. However, these reports are not easily modified and usually have to be re-created when a change is needed. A custom Pick List (or similar report) can be created that...
Read MoreSo you’ve finished your drawing. All the devices and in the right places and all the wires are in the right places. Everything is perfect, however you are missing one major component, an icon legend. Luckily for you, your...
Read MoreThere are many ways to add a discount to a proposal. You can use the Price Adjustments, which uses a percentage, or a Miscellaneous Item, which can be a percentage or a fixed amount. While both of these options are covered in...
Read MoreMiscellaneous Items have always been a very useful tool for adding or in some cases subtracting a monetary amount from the project. With the release of SI2016, Miscellaneous Items got a bit of an upgrade. Within the...
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