Get all the way to printing the report for my client, to discover I have typo'd his name. What is the series of changes I need to make to fix his name everywhere it appears in the report? The cover is the spot that stops me. Where is the DB that the cover page pulls from and how do I change it?
Once you correct the client name for the job in Office Management (edit the job there and fix as needed), simply reopen the report from Office Management to pass the updated info to the report for merging into header/footer, index/cover, etc. and it will be corrected there automatically when you preview or print. And that's it!
However any previously merged information already in the report body would still be there. To correct any information that has already previously merged into a report itself, just adjust that information directly in the report (or remove and then re-select the narrative menu item that merge the job info in).
To correct any information that has already previously merged into an attached document, such as a summary, contract, or similar document, in the report writer click the lower Attachments pane to access the document you wish to adjust. Right-click and Edit the document to modify it directly. Or just right-click and Remove the document to delete it and then attach it fresh again using your Actions to re-merge it with the information in your current Office Management job.
Now if you also included part of the name in your actual job name (which isn't necessary, since search and merging work with the normal name and other contact info separately) and changed that also, this topic has more information and steps: https://archive.3dinspection.com/forums-discussion/10049-office-management/450-correcting-a-job-name-after-creating-an-inspection
How has COVID affected your inspection or marine survey business?
Has remained slow the entire time
(79 Votes)
13.57%
Started slow, but ramping up now
(52 Votes)
8.93%
Business remained steady
(81 Votes)
13.92%
Busier than ever
(156 Votes)
26.8%
Expanded or planning to expand my business/inspectors
(39 Votes)
6.7%
Reduced or planning to reduce my business/inspectors
(52 Votes)
8.93%
I'm thinking about retiring
(65 Votes)
11.17%
I've decided to become a new inspector or marine surveyor.
(58 Votes)
9.97%
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