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Join a Support SessionModifying QuoteWerks QuoteValet to include a URL to Products
Oct 18, 2014
This blog article demonstrates how to modify the default QuoteWerks QuoteWerks web page HTML layout to include a URL to the Product on your (or your Suppliers) website for your prospect to click on for additional information. The following piece of HTML code is a snippet from our customised QuoteWerks QuoteValet page: <td class=”col-description”> <a […]
READ MOREStock Adjustments and Email Alerts in ConnectIt
Oct 09, 2014
Further to requests from customers, we will imminently be introducing Sage Stock Adjustments and email alerts into the ConnectIt-Sage50 software. The Stock Adjustment features will provide an additional option off of the QuoteWerks Tools menu called “Create Stock in Sage”. When clicked, this option will open a screen listing the Products that are on the […]
READ MORECross Referencing QuoteWerks Quote, Order and Invoice Numbers
Jun 14, 2013
We’ve been asked several times by clients how to cross-reference the Quote, Order and Invoice numbers that are processed through QuoteWerks. While you can get the Converted Ref in QuoteWerks (so the Order or Quote an Invoice was Converted from or the Quote and Order came from) there’s no a way within the reporting to […]
READ MOREChanging QuoteWerks / Microsoft Dynamics CRM integration Forecast and Call Back defaults
Jul 20, 2012
Individual users can change the default Forecast Close Date, Forecast Probability, Call Back Date and Call Back Time when creating follow-up tasks from QuoteWerks by editing the {username}.ini file ForecastCloseDate, ForecastProbability, CallBackDate and CallBackTime keys under the [Preferences] section. This is achieved by following exactly the same steps as those laid out in the Changing […]
READ MOREChanging QuoteWerks / Sage ACT! integration Forecast and Call Back defaults
Jul 19, 2012
Individual users can change the default Forecast Close Date, Forecast Probability, Call Back Date and Call Back Time when creating follow-up tasks from QuoteWerks by editing the {username}.ini file ForecastCloseDate, ForecastProbability, CallBackDate and CallBackTime keys under the [Preferences] section. To do this, then follow these steps: Using Windows Explorer, navigate to the QuoteWerks file directory […]
READ MOREChanging the Font Size on QuoteWerks Document Items grid
Jun 27, 2012
Individual users can change the font and font size used to display information on the DocumentItems tab by editing the {username}.ini file QuoteSheetFontName and QuoteSheetFontSize keys under the [Preferences] section. By default, QuoteWerks uses a 12-point font to display information on the Document Items grid. If users would like this larger (or smaller), then you […]
READ MOREConnectIt Pro Key Feature #4 – Company Branding
May 29, 2012
This is a feature that perhaps high volume resellers will be interested in, and give you the opportunity to customise the look of the software with your own corporate branding – logos, support and website links, even the images on the buttons(!). By branding the software to your image, you can either match ConnectIt to […]
READ MOREConnectIt Pro Key Feature #3 – Multiple Transfer Profiles
May 25, 2012
The traditional ConnectIt products have just one configuration; the configuration is highly flexible, but there is just one. If you need multiple types on transfer – perhaps you are running several disconnected systems or perhaps running more than one company which require information presented differently between systems, then you need to either keep changing the […]
READ MOREConnectIt Pro Key Feature #1 – Front End with Multi-Document Transfer
May 14, 2012
One of the key features that user of the current products will note is that ConnectIt now has its own front end user interface. Traditionally, the only interface to the software has been the Configuration screen; the actual software that does the processing running seamlessly from a menu option in QuoteWerks with just a couple […]
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