Company Information

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.2.
For the latest version of this help file can be found here.

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MainBoss can record information about your company. For example, it can put your company logo on your work orders, provided that you have the logo in some standard graphic format (e.g. as a JPG or GIF file).

To view your company information settings, use Administration | Company Information. The viewer shows the following. (Note that all are read-only fields; to change any value click Edit.)

Company Logo: A picture showing your organization's logo.

Purchasing Contact: Specifies someone in your organization whose name should go on purchase orders as a contact person. For more on purchase orders, see Purchase Orders.

Organization Name: The name of your organization.

Company Location: Can refer to an entry in the Locations table giving your company's postal address.

Reports area: Various settings that affect how your reports are printed.

Main Font: The default font to be used for all information, except for fixed-width information.

Fixed-width Font: The default font to be used for printing information when the characters should all have the same width.

Bar Code Symbology: Specifies a default format to be used for printing bar codes in any report where bar codes can appear. This will be used as the default setting for bar codes in all such reports; however, users can switch to a different setting for any specific report. For more information, see Bar Code Support.

Filters area: Settings to control the effects of the active filter. For more about this filter, see The Active Filter.

Active filter shows only records less than this many days old: If you assign a value to this field, the active filter for table viewers will only show requests, work orders, and purchase orders whose most recent history record is more recent than the given number of days ago. For example, if the value is 500, the table viewers for requests, work orders, and purchase orders will only show entries whose most recent history record is less than 500 days old.

Active filter shows only records updated since this date: If you assign a value to this field, the active filter for table viewers will only show requests, work orders, and purchase orders whose most recent history record was made after the given date. For example, if you set the date to December 31, 2009, the table viewers for requests, work orders, and purchase orders will only show entries whose most recent history record was made on January 1, 2010 or later.

By changing the active filter settings in this window, you change the default active filter for everyone at your site. Individual users can still change their own active filters whenever they choose.

Edit: This drop-down button offers several possible actions:

Edit: Opens an editor window to let you edit the values shown in the window.

View: Opens an editor window where you can examine the values shown in the window.

Refresh: Updates the information to show any recent changes.

Company Name and Address: By default, "Organization Name" is set to the organization name that was specified when this database was created. If this isn't the name that you want appearing on requests, work orders and purchase orders, you should change "Organization Name" to the name that you prefer. Similarly, you should create a postal address Location record for your organization and set "Company Location" to that postal address. In this way, the address will be printed on requests, work orders and purchase orders.

For more about editing company information, see Editing Company Information.

See Also:

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