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Changing QuoteWerks / Microsoft Dynamics CRM integration Forecast and Call Back defaults

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.

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Copying the QuoteWerks QuoteValet URL to the Windows clipboard

Jan 31, 2019

The script below provides a way to quickly and easily copy the QuoteValet document URL for the current open document in QuoteWerks to the Windows clipboard. This can then be pasted into an email or other document to send to your customer. To implement the script, we suggest copy/pasting the below code into a text […]

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User is already logged into QuoteWerks message

Jun 18, 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 […]

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QuoteWerks F2 lookup and double click does not work

May 19, 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. Ref. […]

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