user information

User Information Settings

Information entered into the User Info window is used by the system when printing invoices, orders and various reports. Your name and consultant # should already be entered from the installation. Proceed to add or update the remaining information. The tab key will take you from field to field.

Your “Day Phone” will appear on invoices along with your name, title and address while both phones are printed on orders . Inside City Limits refers to the field on the company order form, if you check that box on the order form, check it here by clicking on the small box to the left. Your e-mail address can be printed on Custom Invoices along with name, title, day/night phone and address. The remaining fields are used in orders and weekly accomplishment sheets. NOTE: Please contact technical support if you should need to change your name.

Palm Pilot Interface

If you have a palm pilot, you’ll need to install the Dawin Palm Extension to utilize the “Activate Palm Pilot Sync” feature. Do not check this box unless you’re utilizing the palm Extension . See the  installation instructions to install the Dawin Palm Extension .