Changing QuoteWerks / Sage ACT! 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. To do this, then follow these steps:

  • Using Windows Explorer, navigate to the QuoteWerks file directory on your PC or server
  • Open the {username}.ini file in Notepad (or similar text editor)
  • Look for the ForecastCloseDate, ForecastProbability, CallBackDate and CallBackTime keys underneath the [Preferences] section (these may or may not exist, if they do not exist then create them)
  • Set the ForecastCloseDate={+X} where X is the number of days in the future
  • Set the ForecastProbability=Y where Y is a numeric value less than or equal to 100
  • Set the CallBackDate={+Z} where Z is the number of days in the future
  • Set the CallBackTime={+M} where M is the number of minutes in the future
  • Save and close the {username}.ini file
  • (Re)Start QuoteWerks for the change to take effect

On completion, the {username}.ini will look something like the following (note that the elipses are to represent other ini file keys, the elipses should not be placed in the actual ini file):


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