ACT! by Sage Archives

Changing 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 […]

ConnectIt 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 […]

ConnectIt 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 […]

QuoteWerks and ACT! integration errors (1 of 2)

Oct 16, 2010

QuoteWerks and Swiftpage Act! integration errors can sometimes be difficult to resolve. In this first of two articles, we look at the common error messages you might receive and more straightforward ways that QuoteWerks and ACT! integration errors may be resolved. More challenging issues and approaches to finding resolutions are explored in the second article […]

QuoteWerks and ACT! integration errors (2 of 2)