There are several general program configuration options that you can modify.
Access them by selecting File, Configuration. The QuickRef Configuration form will be displayed. It has four tabs, each with a set of options.
On the User tab:
Please make sure you enter AT LEAST your initials on this tab. The initials play an essential role in identifying individual records. If you are working in a group on a network, also include your name and email address.
There are 9 words that are used extensively in reports, which you may replace with ones of your own choosing. For example, change "Project" to "Task", or "Bullets" to "Milestones"
There are three check boxes on the User tab as well. Use Sub-Divisions determines whether or not the program uses the Sub-Division system at all. Force Time Sub-Divisions and Force Money Sub-Divisions determine whether or not you are COMPELLED to pick a division before a record can be saved as actual. If they are not checked, then you can be rather lax with the system; on the one hand, this can make the program somewhat easier to use, but on the other hand it can result in sloppy reporting. It is recommended that both be left on the default checked status. Both of the Force boxes are irrelevant if the entire Sub-Division system is turned off.
On the System tab:
Local Data Folder (fixed) -This is the full path to your default, local data folder. If you are NOT working in a multi-user network setup, this will be where all your data is stored. If you ARE working in a multi-user setup, this data will be accessed when you are not connected to the network.
Network Data Folder - This is the full path to an (optional) network data folder. If you are working in a multi-user network setup, set this path to be the same on everyone's machine.
Linked Reports Folder - This is the full path to a folder where the Linked Reports function will create web pages for others to look at. By default, the target is located in a local sub folder called "reports". If you are on an office network, this should be changed to a spot on the server instead.
Invoice Storage Folder - This is the full path to a folder where all your invoices will be stored. By default, the target is located in a local sub folder called "invoice". If you are on an office network, this should be changed to a spot on the server instead.
On the Report Style tab:
Base Font Name - This specifies a font to be used in all report output. Note that the same font must be installed on all machines which are viewing your reports, or results will be unpredictable. You may search for installed fonts by clicking the [...] button to the right of this field.
Background Color and Foreground Color - These specify the colors to be used in all reports. Note that web browsers typically do not PRINT the background color. Either type in a color name or click the [...] button to bring up the color selection dialog.
Text Size - This specifies the initial size of the font to be used in reports, expressed as a percentage. 100 is normal, 95 a bit smaller, 105 a bit larger, etc.
Use Top Graphic, Use Sidebar Graphic - These make it so all reports include a graphic file on top, the left side, or both. With a little effort you can use these options to replicate your company's existing stationary, and make it so QuickRef reports look just like all the other correspondence your staff and clients are accustomed to seeing. The program comes with example graphics, but you will want to create your own, either by scanning a piece of stationary, or creating them from scratch with a "paint" program. (If you aren't sure how to do this, WaverlyStreet will be happy to do it for you - contact us for a quote.) The default name for the top graphic is "letterhead.bmp", the side one "sidebar.bmp". These can be changed to any normal web-compatible graphic format. Use the [...] buttons to select graphics.
Use Text - Top of Reports - (check box and four lines of text) If you prefer to simply use text to identify your company on reports (rather than a graphic file) then check this box, and fill in your company name, address, etc. in the four lines. If the box is checked, the four lines of text will be used.
Report Width - This specifies the over-all width of reports, expressed in pixels. The default setting is 640.
On the Report Options tab:
General Status Options - These all apply to single project reports, only. At minimum, single project reports consist of the header information, and then whatever other components you specify here.
Run General Status Real-Time: if checked, then whenever you move from one project to another a new single-project report will be written to the report target. Obviously this keeps things right up to date, but can slow down operation somewhat. Also, only the single project report is written real time, not the index page linking them all together.
Linked Reports Options - These control the behavior of the automatic report generation system.
Prompt to Run on Close: if checked, you will be prompted to let autoreport run when you exit QuickRef. This is a good way to encourage daily updating of intranet content.
Include 30 Day Time and Money Comparisons: if checked, then AutoReport will create a bar graph showing how current project compare to each other in time and / or money invested.
Use Current Month vs. 30 Days: this sets the date range used for the two comparison graphs (described above) to the current month instead of a straight 30 days.
Run Current and Archive: Makes it so all project reports (current and archive) are re-written.
Minimize While Working: Puts Quickref down in the system tray (out of your way) while reports are being created.