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How to add or edit design information that appears in reports

Jakob
  • Updated

To enter or modify customer, dealer, and design-related information or Room Viewer-related information, click Design Info in the HOME ribbon. The Design Information dialog box opens. The information that you specify here is saved with the current design and appears on all design reports.

Note: If no design is open or created yet, click FILE > New first. You can save the design later on.


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To edit existing information for the current customer

  1. In the Design Information dialog box, click the Recent button.

  2. Select the customer name, and click OK.

  3. Edit the information just as you would for a new customer.


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Adding information for a new customer

  1. In the Customer tab, enter the customer details.

  2. Complete the fields in the Address, Dealer, Design, and Room Viewer tabs.
    Note: To display sell and buy rates (per catalog) that you may not want your customer to see, in the Pricing Info pane of the Design tab, select the unlabeled check box.

    DL_EN_19806207891217_3.png

  3. Click OK to accept your changes and close the Design Information dialog box.

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