SI 2018 R1 Updates
See the latest enhancements to
System Integrator 2018
SI 2018 R1 Enhancements and Features
Available immediately worldwide, the SI 2018 R1 release adds valuable new productivity features and enhancements that enable system integrators and technology managers to maximize the efficiency of their business processes and increase profitability, while simultaneously reducing overhead and improving project accuracy. SI 2018 R1 offers efficiency improvements in virtually every functional area of the software – pricing catalog, projects, reporting, and enhancements to the D-Tools Customer Portal, multiple currency support, and 3rd party integration for automatic tax lookup.
D-Tools SI 2018 R1 provides enhancements and new functionality designed to help companies of all sizes, as well as internationally, increase productivity and improve profitability.
Avalara Tax Integration
D-Tools’ integration with Avalara, a leading provider of tax compliance automation for businesses, provides SI 2018 users with the ability to accurately calculate applicable taxes for every billing line item by location, at no cost. An enhanced option is available to customers of both systems with the ability to unlock advanced features such as adding tax codes to each product/item in their catalog.
Multiple Currency Support
Accommodating international growth, D-Tools customers now have the ability to create multiple currencies for Projects, Service Orders, and Purchase Orders, aside from their company’s default currency.
- Allows for default currency and multiple currencies with rates for transactions
- Option to look up currency rates with online service
- Clients and Vendors support a default currency
- Multiple currencies supported in all transactions – Projects, Service Orders and Purchase Orders
Customer Portal Enhancements
SI 2018 users can now send their client an “auto sign-in” link within an email notification sent through the D-Tools Customer Portal. Users also have the ability to change the “from” name on the email sent, as well as set the “reply to” email for customers, allowing clients to reply directly back to the SI user.
- Option to allow customers to “Auto Sign-In” with no password (company level setting)
- Options to set Reply Email and Display Name for Email
DPI (Dots Per Inch) Detection
SI 2018 now has the ability to accurately detects the DPI of the monitor a customer is viewing the software on, improving the interface and imagery displayed for 4K monitors.
Client and Customer Updates
Both Client and Customer information have a mass update function to set the “owner” for each. Users can also mass update the currency and Avalara tax exemption codes.
Product Pricing Enhancement
To increase reporting accuracy and provide additional detail in documentation, a new “description” field has been added to Product Price Types.
Export Custom Layout
SI 2018 users now have the ability to Export Custom Layout from the Product Explorer, Labor Explorer, and Project Explorer interface.
Password setting enhancements provide SI 2018 customers a one-time password (OTP) to reset user password for confidentiality.
Mobile Install Update
Full Notes field now displays in Mobile Install email notifications. Notes are no longer abbreviated, allowing SI 2018 users to see the complete information before logging into the portal.
Projects are the central area of the D-Tools workflow. SI 2018 R1 boasts a number of productivity enhancements around, creation, editing, designing, and management. From subtle shortcut enhancements to specific features, users will benefit from improved workflow and time-savings for many of the operations used every day.
- Move items from between pending change orders
- Add options for Number of Digits, Start and Separator to Project Number format
- Add Price Type as display field on Project Explorer
- Add URL field to Export from Project Editor
SI 2018 Datasheet