Menu path
Set-Up > Job Info
> People Database Management
These data files store essential business information that appears throughout your quotes and reports. While you can edit them directly, it's recommended to use the software's built-in dialogs for data entry through the Job-Info dialog.
🧾 People2.csv File
The People2.csv file stores definitions for customers, installers, suppliers, builders, salespeople, and distributors. It uses a structured CSV format to ensure information displays correctly throughout the software.
File Structure and Limitations
Field | Character Limit | Description |
ID Type | Integer (1-6) | CUSTOMER_ID = 1, INSTALLER_ID = 2, BUILDER_ID = 3, SALESMAN_ID = 4, JOBDETAILS_ID = 5, DISTRIBUTOR_ID = 6 |
Index | Integer from 0 | Sequential record number |
Name | 79 characters | Company or person name |
Contact | 79 characters | Contact person name |
Address 1 | 79 characters | Primary address line |
Address 2 | 79 characters | Secondary address line |
Address 3 | 60 characters | City, state, postcode |
Business Number | 19 characters | ABN, tax number, etc. |
Phone | 20 characters | Primary phone number |
Fax | 20 characters | Fax number |
Mobile | 20 characters | Mobile phone number |
Customer Discount | Percentage | Discount rate (negative number = markup) |
💡 Best Practice for Data Entry
The recommended method for entering this data is through the Job Info dialog box, which automatically maintains the correct file structure. Once your basic setup is complete, you can add more records using Microsoft Excel or import from another program, provided the result maintains the format described above.
🧾 MultiCompany.dat File
This file stores details for multiple companies within your business group. Use this when you prepare quotations for different companies and need the appropriate company details to appear on report headers.
Example structure: This file would contain separate records for companies like "Metal Master Shop" and "United Contractors", allowing you to switch between company identities for different jobs.
🧾 SoftwareTitle.dat File
This file allows you to run multiple User folders with a single AppliCad Roof Wizard Programs folder while displaying different software headings. This helps differentiate between different versions, material setups, or labour configurations.
🔧 How It Works
The SoftwareTitle.dat file must be placed in the appropriate User folder
Create different desktop shortcuts pointing to different User folders
Each User folder can have its own software title display
The custom title appears in the Windows title bar to help identify which setup you're running
⚠️ File Location Requirements
The SoftwareTitle.dat file must be located in the specific User folder that corresponds to the setup you want to customise. This ensures the correct title displays when that particular configuration is loaded.
🛠 File Management Tips
Always backup these files before making direct edits
Use the software's built-in dialogs when possible to avoid formatting errors
When editing with Excel, save as CSV format to maintain compatibility
Test file changes with a small dataset before applying to your full database
⚠️ Important Notes
Direct file editing bypasses built-in validation - use caution
Exceeding character limits may cause display issues
Maintain consistent formatting to ensure proper data import
Customer discount percentages: negative values create markups, positive values create discounts