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Old 11-11-2008, 09:06 AM   #1 (permalink)
David_D
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Unhappy Setup two company defaults...

Hi,

I want to be able to setup two companies....

One for my retail and one for my custom business.

basically the other one would have different setup option, phone #, as well as logo.
any thoughts?

thanks
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Old 11-11-2008, 03:09 PM   #2 (permalink)
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David,

You can create custom reports using the Report Designer with the different company info. So when you run a proposal/project for each company, just use the corresponding custom reports.

In custom reports you can omit the company name option, and just add a static option to show up in the reports.

To learn more about custom reports please visit this page - http://downloads.d-tools.com/si5/doc..._Documents.htm
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Old 07-22-2009, 04:29 PM   #3 (permalink)
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Default Do Not Sync Company Information

UPDATE: There is a new feature in 5.5 that allows for the setup information to remain local or 'do not sync company information'. This will allow you to setup workstations with different address and contact information.

Go to the setup tab - there is a new check box right below the company information portion. See attached screen shot.
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File Type: jpg CompanySetup.jpg (46.5 KB, 9 views)
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Old 03-09-2010, 09:46 PM   #4 (permalink)
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Forgive me, Ryan. But this check box allows to have different workstations with each own company name and logo. But it remains the same for all the projects on the same PC. Am I right?
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Old 03-10-2010, 03:08 PM   #5 (permalink)
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Yes that's right. I'm guessing your main reason for having 2 addresses is so that your proposal reports will be presented with information from both of these companies. The most seamless way to achieve this if using 1 computer is probably to create custom proposal reports; one for each company - this way you can just print a report for the appropriate company.
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