Author: Tiffany Johnson

Workflow Rules

Workflow Rules is a new feature that was released with v12 that allows you to set up notifications to appear in SI when criteria you have set are met. The notifications will appear at the top right of SI. People who are not...

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Reporting on Visio Drawing Data

When running reports, there are filters that can be applied in the “Include Options” section that will filter to Visio. This means the report will only display information for products that exist on the drawing. You...

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Create Custom Subreports

Creating custom reports allows you to modify a report to show certain data. You can also create sub-reports that will run on the parent report. By default, the D-Tools standard reports use sub-reports to display certain...

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Using Price Rules to Convert Currency

D-Tools has users all over the world, so here’s something useful for those of you outside of the United States. Those of you who do business internationally may also find this information helpful. We get this question...

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