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

Google SketchUp

Information about the D-Tools/Google SketchUp integration

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 Category

Articles in Quick Tips

Creating a Proposal Without Descriptions
05/29/2009 – 7:53 am | No Comment
Creating a Proposal Without Descriptions

Creating a proposal with no description fields for products is a very easy customization but it does require three custom reports: the main report and two sub-reports.  This is because of the three “levels” of …

Marking Products as Unapproved
05/28/2009 – 11:40 am | No Comment
Marking Products as Unapproved

When you initially download product data from D-Tools, you may wish to choose to mark the products as “Unapproved”.   When a product’s Status is designated as “Unapproved”, that product does not synchronize to your Server …

I’ve recently upgraded to SI5.5 and now my projects are gone/missing from the Navigator!
04/21/2009 – 11:35 am | No Comment
I’ve recently upgraded to SI5.5 and now my projects are gone/missing from the Navigator!

Summary:
The title says it all.  You have followed all the steps on the SI5.5 Upgrade Guide; the upgrade went smooth, but when you log into the Navigator (SI5.5 Client PC) not all your projects, if …

Unable to locate LANSync Server message during startup of SI5
04/14/2009 – 6:40 am | No Comment
Unable to locate LANSync Server message during startup of SI5

This message will sometimes occur during the startup of SI5 (immediately after clicking the SI5 icon to launch the application).  The message window looks like the one in the image below for SI5.5 (slightly different …

SI5.5: Reports will not run if project has wires with zero length
03/18/2009 – 3:38 pm | 2 Comments
SI5.5: Reports will not run if project has wires with zero length

In the current release of SI5.5, standard reports will not run on a project if there are any wires in the project with wire length = 0. This is a bug which will be fixed …

SI5.5 Quick Tip: New SI 5.5 Permissions Unavailable
03/17/2009 – 12:59 pm | No Comment
SI5.5 Quick Tip: New SI 5.5 Permissions Unavailable

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:

SI5.5 Quick Tip: Cant open QuickLinks
03/12/2009 – 3:47 pm | No Comment
SI5.5 Quick Tip: Cant open QuickLinks

This article is for SI5.5 users who have received an error message attempting to start QuickLinks from anywhere in SI5.5, and describes how to quickly resolve the error.

SI5.5 Quick Fix: System Integrator 5.5 requires SQL Server Compact Edition
03/05/2009 – 2:47 pm | 3 Comments
SI5.5 Quick Fix: System Integrator 5.5 requires SQL Server Compact Edition

This article explains what to do if you get a message that reads  ”System Integrator 5.5 requires SQL Server Compact Edition” during installation or upgrade. 

SI5.5 Quick Fix: Can not locate SI5.5 Server
03/05/2009 – 2:43 pm | One Comment

This article is for users that have received the following message when attempting to log in to SI5.5:
“We can not locate your SI5.5 Server. Please check the server name and try again.”
First check that the value …

SI5.5: Desktop and server must have synchronized time
03/01/2009 – 12:04 pm | No Comment
SI5.5: Desktop and server must have synchronized time

Due to the way the SI5.5 file manager works, it is important that SI5.5 server and desktop applications are time-synchronized to ensure no loss of data. This posting provides some instructions on effective ways to …