I know you are looking for advice on the use of the Horizion software, but the only advice I can give is to get rid of Horizion and suck it up and get D-Tools. We used Horizion for a while and it just did not do for us what a A/V integration business needs it to do, and now that we have D-Tools up and running I will say that without a doubt it is the right software for just about any A/V integration company. I know it is painfully expensive and a pain in the a** to set up, but once you are set up it makes everything much easier.
good luck
What part of "A well regulated Militia, being necessary to the security of a free State, the right of the people to keep and bear Arms, shall not be infringed." do you not understand?
