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Join a Support SessionCopying 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 MOREUser 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 MOREQuoteWerks 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 MOREModifying the QuoteWerks Document Open screen grid columns (pre v5.2)
Apr 29, 2015
This can be achieved by modifying your User.ini file settings in the OpenWindowGridSettings section. Firstly, identify the name of your User.ini file by opening the Tools menu | My Preferences screen; you will find the ini file name at the bottom left: Next, CLOSE QUOTEWERKS and locate the INI file which will be in the […]
READ MOREMoving QuoteWerks Corporate Re-hosted to a New Server
Jan 09, 2015
Below we provide a summary of steps for moving QuoteWerks Corporate that has been re-hosted to SQL Server from one server to another. This is just a summary and we have provided some links to additional information from the QuoteWerks Help file and Knowledgebase. If there are steps that you would like clarification on or […]
READ MOREConnectIt compatibility with QuoteWerks v5.0
Nov 14, 2014
We are pleased to announce that all ConnectIt products are fully compatible with the new QuoteWerks v5.0 release. This includes both Products which integrate Sage 50 Accounts, Sage 200 ERP, Pegasus Opera, Sage MAS90/200 ERP, websites, etc. plus our QuoteWerks Workflow add-ons and bespoke / custom developed offerings. No upgrades are required to ConnectIt Products – […]
READ MOREQuoteWerks ‘Last Months Commission Report for all sales reps’ report
Oct 18, 2014
One of the fairly common requests for reporting that we have for new Users is in the ‘Last Months Commission Report for all sales reps’ report which is distributed with QuoteWerks: could the report prompt for a From and To Date rather that just be fixed to last month? This is a fairly straightforward modification to […]
READ MOREModifying QuoteWerks QuoteValet to include a URL to Products
Oct 18, 2014
This blog article demonstrates how to modify the default QuoteWerks QuoteWerks web page HTML layout to include a URL to the Product on your (or your Suppliers) website for your prospect to click on for additional information. The following piece of HTML code is a snippet from our customised QuoteWerks QuoteValet page: <td class=”col-description”> <a […]
READ MOREStock Adjustments and Email Alerts in ConnectIt
Oct 09, 2014
Further to requests from customers, we will imminently be introducing Sage Stock Adjustments and email alerts into the ConnectIt-Sage50 software. The Stock Adjustment features will provide an additional option off of the QuoteWerks Tools menu called “Create Stock in Sage”. When clicked, this option will open a screen listing the Products that are on the […]
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