About / Blog

Improved Document Search function for QuoteWerks

The ConnectIt Software team have take then ConnectIt-Workflow set of QuoteWerks add-ons forward with the addition of a utility to aid searching QuoteWerks Documents. Not only does the utility allow the QuoteWerks user to search the usual Document Header fields, but also Document Item fields.

The utility is highly configurable, allowing the individual QuoteWerks user to set up their own set of fields and filter types to search Documents, plus personalise the grid view of the results when the search is complete.

See the screenshot below for an idea of how the ConnectIt-Workflow QuoteWerks Document Open screen looks. More information is available now by contacting us on +44 (0)433 357 7360 or 0844 357 7360 or emailing info@hilltopsit.co.uk.

ConnectIT-Workflow QuoteWerks Document Open screen
ConnectIT-Workflow QuoteWerks Document Open screen

Related Stories

See all

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 […]

READ MORE

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 […]

READ MORE

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. […]

READ MORE