+44 (0)1273 013695
Chat with UsConnectIt 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 #2 – Transferring Data from ‘Any’ Data Source
May 23, 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!!! 😉 Currently tested source file formats include: An Excel spreadsheet A […]
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 […]
READ MOREFeedback and action from ConnectIt Software development
Apr 24, 2012
We’ve taken on board your feedback over the years on the growing collection of integration solutions that make up the ConnectIt Software suite… Can ConnectIt transfer more than one document at one time? Have you got a solution which integrates with flat file, Access, SQL Server or a.n.other database I use? I have suppliers that […]
READ MOREMass updating Document Statuses using QuoteWerks Medic Utility
Jan 30, 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. The QuoteWerks Medic Utility offers several pre-defined mass update options, but there’s no specific update to change a Document Status, so you’ll need to use the ‘Advanced Queries’ option within […]
READ MOREChanging the Default Text Caption for different QuoteWerks Line Types
Jan 05, 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: Using Windows […]
READ MOREOpening more than 5 Documents in QuoteWerks
Jan 04, 2012
Setting the number of QuoteWerks Document users can open at one time If you would like to increase (or limit) the number of Documents that QuoteWerks users can have open at one time, then this can be done by editing the site.ini file [System] section MaxNumOpenDocs key. By default, QuoteWerks users are allowed to have […]
READ MOREUsing a Sage 50 Accounts Stock list as a QuoteWerks Product Source
Sep 03, 2011
We’ve had several clients and QuoteWerks partners recently ask us about 1) whether it’s possible, and 2) how QuoteWerks can be set up to use the Sage 50 Accounts Stock list as a Product Source. For the benefit of all those (and to give us a reference for the future!) I’ve produced a guide to […]
READ MORE