Posts Tagged ‘quotewerks support’

Backing up QuoteWerks SQL Server database

Monday, July 10th, 2017

The following provides step-by-step screenshots to demonstrate how to set up a scheduled SQL Server backup for a QuoteWerks database (or, indeed, any other type of SQL Server database) hosted on the Express database engine.

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User is already logged into QuoteWerks message

Thursday, June 18th, 2015

This is a fairly rare issue when working with newer versions of QuoteWerks, but it can be very frustrating when it does occur! The issue may occur if a User’s system crashed or they switched off their PC without first logging out of QuoteWerks and requires you to manually delete the “.lck” file associated with the User.

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QuoteWerks F2 lookup and double click does not work

Tuesday, May 19th, 2015

This is another reasonable common query that our clients have which is usually due to the particular User’s Preference settings that is logged in on a particular workstation. Furthermore it will usually affect the User on any workstation that they try and if they log in as a.n.other User then QuoteWerks will probably behave as expected.

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Modifying the QuoteWerks Document Open screen grid columns

Wednesday, April 29th, 2015

This can be achieved by modifying your User.ini file settings in the OpenWindowGridSettings section.

Firstly, identify the name of your User.ini file by opening the Tools menu | My Preferences screen; you will find the ini file name at the bottom left:

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Moving QuoteWerks Corporate Re-hosted to a New Server

Friday, January 9th, 2015

Below we provide a summary of steps for moving QuoteWerks Corporate that has been re-hosted to SQL Server from one server to another. This is just a summary and we have provided some links to additional information from the QuoteWerks Help file and Knowledgebase. If there are steps that you would like clarification on or if you would like us to assist you with the move, then please do not hesitate to contact one of our QuoteWerks support team.

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#2 Worldwide QuoteWerks Solutions Partner

Friday, December 5th, 2014

QuoteWerks #2 Partner 2014It’s becoming a bit of a habit now, but we’ve won the award for Top Worldwide QuoteWerks Solutions Partner for what is now the 9th year in a row! 🙂 (As usual just beaten to the top prize by the team at Quintadena!)

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QuoteWerks ‘Last Months Commission Report for all sales reps’ report

Saturday, October 18th, 2014

One of the fairly common requests for reporting that we have for new Users is in the ‘Last Months Commission Report for all sales reps’ report which is distributed with QuoteWerks: could the report prompt for a From and To Date rather that just be fixed to last month? This is a fairly straightforward modification to make and this blog article walks you through the process.

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QuoteWerks Top International Sales Partner 8th year running!

Wednesday, December 4th, 2013

Hilltops IT has achieved QuoteWerks Top 10 International Sales Partner for the eighth year running, which includes the last four years in the top 3!!! 🙂

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Mass updating Document Statuses using QuoteWerks Medic Utility

Monday, January 30th, 2012

We’ve had several enquiries over the years from QuoteWerks users wanting to update old Quote documents en-masse to archive them off with a “Closed” Status.

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Changing the Default Text Caption for different QuoteWerks Line Types

Thursday, January 5th, 2012

If you would like to change the default text that QuoteWerks uses when inserting Sub Total, Running Sub Total, Optional Item, Discount Percentage or Charge Percentage Line Items, then this can be done by editing the site.ini file [System] section SubTotalItemText, RunningSubTotalItemText, OptionalItemText, DiscountItemText and ChargeItemText keys respectively.
To make the required changes: (more…)