D-Tools Certified Partner, MED, will host 2 60 minute training courses in D-Tool’s Booth #2020 during CEDIA
D-Tools Inc. today announced that Certified Partner Ryan Brown of Media Environment Design (MED) will teach (2) 60 minute …
The long and sometimes sad story of how we find, implement and use CRM systems at D-Tools
News and information about D-Tools
Information about the D-Tools/Google SketchUp integration
Written by D-Tools Founder and President, Adam Stone
Technical and product information written by the D-Tools technical support and development team
Applies to
Anyone who wishes to run the SI5 client application with a Virtual Private Network connection to the SI5 server.
Summary
System Integrator 5.2 has been tested and certified to work in a Windows Domain environment that …
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 …
The clever folks at Zoho just came out with a new release of ZOHO CRM, For the most part it is a solid release, they fixed a few bugs and greatly enhanced the usability. You …
In part one I went over the process of getting synchronizing your contacts in Zoho CRM with MS Outlook. In part 2 I will go over the process of getting your contacts that are now …
I think MS Visio is one of the most misunderstood, mainstream software applications in the market today You can do so much with it but for whatever reason (actually I think I know the reason …
Part 1: Zoho to Outlook
Before we start we need some basic definitions.
What is a Contact? In Outlook a contact is a single, stand-alone entity that typically contains some basic information about that person such as …
This is interesting; I just read that Zoho has acquired its One Millionth user (link 1, link 2), Prestige Home Automation who is also a D-Tools Customer. Apparently Dean Dutton the Principle at Prestige heard …
Do not use Windows explorer to manage the files in your project directory.
The SI5.5 Navigator has functions for importing, renaming, and archiving your project files which should be used for this.
Using Windows explorer to perform …
When setting your local D-Tools projects folder on your desktop (in Navigator > Setup > Application Settings > Project > Project Folder, it is important to avoid certain folder locations that can cause instability and …
There has been a change in the way wire behaves in System Integrator when working within Visio. Each end of our wire shapes are now treated uniquely: one is the “From” or “Source” end …
Managing duplicate records is one of the hardest things to accomplish in CRM software. Just trying to determine what is a duplicate is hard enough and when you find a duplicate somehow you have to …
This post does not have anything to do with business or software but I was out for the past few weeks and everyone is going to ask “how was the trip” so I thought I …
In part 1 of this series I went over How D-Tools Uses the Mass Email Functionality in Zoho CRM to send targeted mass emails to their leads. In part 2, I will go over …
Last week I wrote this post about the upcoming release of SI5.5. Since then I have been thinking about the process by which we have arrived at this release. While this release …
D-Tools publishes two quality levels of data: proposal ready and complete. What is the difference? Stated simply, proposal ready data includes the most basic data needed to quickly produce a quote and win the job. …
One of the most powerful attributes of the D-Tools report designer is the ability to use parameters in your reports. These parameters give you the ability to make choices on how a report should …
Installation of a built-in central vacuum system should be a relatively easy adaptation for D-Tools MVP integrators.
“The basic method of installing wiring in interior walls is very similar to the installation of central vacuum tubing,” …
In part 1 of this series I went over How D-Tools Uses the Mass Email Functionality in Zoho CRM to send targeted mass emails to their leads. In part 2, I will go over …
At the InfoComm show last week it was good to see something that had been missing from industry events for a while – optimism. Having been away from the industry for the better part of …
This month’s Residential Systems featured a story called ‘Extreme’ Design and it featured D-Tools Certified Partner, Ryan Brown of MED. Ryan partnered with Shawn Lemay, President of Sound & Theater of Williamsville, NY for the …
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 …
This post will show how to change the graphics on an SI5.5 Proposal. Although the software ships with a stock report named “Proposal w/Graphics”, I will be modifying one of the additional reports that you …
