Editing Company Information

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
For the latest version of this help file can be found here.

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You create or modify company information using the company information editor. The usual way to open the editor is to click Edit in Administration | Company Information.

The company information editor window contains the following:

Company Logo: If you've already specified a company logo, it will be displayed here. To set or change the logo, click either the "..." button or the associated down-arrow. Both of these will give you the option of choosing a file containing your 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. By default, this will be the organization name specified at the time this MainBoss database was created.

MainBoss News URL: The URL of a web page to display in the MainBoss News display. If left blank, the MainBoss News display will reference mainboss.com for information about the current operating version of MainBoss

Company Location: The name and address of your company. This is specified with a postal address location record. (For more on location records, see Locations.)

Once you have specified an appropriate location record, your company's name and postal address will appear on all printed requests, work orders and purchase order.

Main Font: The default font for most information printed in reports. You can set or change the font by clicking the associated "..." button; this opens a standard Windows font selection window.

Fixed-Pitch Font: The default font for report information that is printed in fixed width (e.g. specifications). You can set or change the font by clicking the associated "..." button; this opens a standard Windows font selection window.

Bar Code Symbology: Specifies a default format to be used for printing bar codes. If you choose None, the default will be to print no bar codes; otherwise, the chosen bar code format will be set as the default in any report where bar codes may appear. For more information on bar codes, see Bar Code Support.

Active filter shows only records less than this many days old: If you fill in this field, you change the definition of Active requests, work orders and purchase orders for everyone using this MainBoss database. For example, if you set the field's value to 400, requests, work orders and purchase orders are only considered active if their most recent history record is less than 400 days old. Remember that this affects everyone who uses the database; if you only want to affect yourself, use Change Active Filter in the View menu. (See The Active Filter.)

Active filter shows only records updated since this date: If you fill in this field, you change the definition of Active requests, work orders and purchase orders for everyone using the MainBoss database. For example, if you set the field to January 1, 2009, requests, work orders and purchase orders are only considered active if their most recent history record is newer than the given date. Remember that this affects everyone who uses the database; if you only want to affect yourself, use Change Active Filter in the View menu.

Be very careful using "Active filter shows only records updated since this date". If you don't change the date very often, the lists of active records will keep growing, making it harder and harder to find what you want.

Save: Saves the current record. The editor window stays open in case you want to make more changes to the same record.

Save & Close: Saves the current record and closes the editor window.

Cancel: Closes the window without saving any changes you've made to the record since the last time you saved. When you Save the record, the Cancel button changes to Close, indicating that you can safely close the window without losing any changes.

Close: Closes the window. This button only appears after you've saved changes with Save or before you've entered any data at all. Otherwise, the button is labeled Cancel.

For more on company information, see Company Information. For more on editors in general, see Using Editors.

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