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 QuoteWerks / Sage ACT! integration Forecast and Call Back defaults article here.
Changing QuoteWerks / Microsoft Dynamics CRM integration Forecast and Call Back defaults
July 20th, 2012Changing QuoteWerks / Sage ACT! integration Forecast and Call Back defaults
July 19th, 2012Individual 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: Read the rest of this entry »
Changing the Font Size on QuoteWerks Document Items grid
June 27th, 2012Individual 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.
ConnectIt Pro Key Feature #4 – Company Branding
May 29th, 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(!).
ConnectIt Pro Key Feature #3 – Multiple Transfer Profiles
May 25th, 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 settings or install the software twice.
ConnectIt Pro Key Feature #2 – Transferring Data from ‘Any’ Data Source
May 23rd, 2012
So with the small print caveat that when we say ‘any’, we mean ‘any’ that we’ve specified on the website or tested it with and not necessarily some weird-and-wonderful text-based format that your banking solution outputs… we can now link from ‘any’ data source!!! 
QuoteWerks v4.7 build 6 is QuoteValet-tastic!
May 16th, 2012There is just one clear focus for the latest release of QuoteWerks sales quotation software – QuoteValet, QuoteValet, QuoteValet! And more specifically the formal launch of QuoteValet mobile! Yet another big step in helping businesses make their quotation processes more efficient, more impressive to clients and ultimately reducing the time it takes to convert a lead into a sale.
ConnectIt Pro Key Feature #1 – Front End with Multi-Document Transfer
May 14th, 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.
Evolution not revolution – the ConnectIt Software approach to solution development
May 11th, 2012As users and resellers alike will have seen: the original ConnectIt-Sage product (which integrates QuoteWerks with Sage 50) has evolved over the years resulting in a very rounded solution. Sage Instant, Sage 200, Sage MAS and Pegasus Opera integration solutions have followed over the years, each having a better and better basis to work from as the code libraries and functionality footprint increases across the suite.
ConnectIt for QuoteWerks and Sage 200 v1.7 now available
May 11th, 2012The new feature additions, updates and fixes for ConnectIt-Sage200 v1.7.0 which integrates QuoteWerks with Sage 200 Financials & Commercials are as follows:
