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Agency Information is the first record created when
your database is started, and contains your company
name and address.
The information you can enter in Agency Information
includes the organization, which is the shop's business
name. It appears at the top of all job, cost, and
accounting reports. The shop's address appears on
printed purchase orders and other forms. The billing
address appears on invoices. Empty lines won't be
printed.
The agency logo is also found in the Setup Agency
Information page. The logo appears on estimates
and invoices. Any kind of PICT file (Macintosh)
or .PCX file (Windows) can be used from a graphic
program, but they must be in GIF format and cannot
exceed 179 pixels wide by 62 pixels high.
To change agency information
Only managers can change agency information. The
Agency Information menu command will be disabled
for non-managers, so it can't be changed. Changing
the name, address, and other settings updates other
users.
Don't change agency information while others are
working. If so, you're likely to get record locks
(i.e., the padlock cursor). This happens because
other users are editing their own agency information
records, which prevents it from being updated.
1 Choose Setup > Agency Information.
The Agency Information page opens.
2 Make your changes.
3 Click Save.
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