Cross Referencing QuoteWerks Quote, Order and Invoice Numbers

Jun 14, 2013

We’ve been asked several times by clients how to cross-reference the Quote, Order and Invoice numbers that are processed through QuoteWerks. While you can get the Converted Ref in QuoteWerks (so the Order or Quote an Invoice was Converted from or the Quote and Order came from) there’s no a way within the reporting to […]

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

Jul 20, 2012

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 […]

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Changing QuoteWerks / Sage ACT! integration Forecast and Call Back defaults

Jul 19, 2012

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 […]

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Changing the Font Size on QuoteWerks Document Items grid

Jun 27, 2012

Individual users can change the font and font size used to display information on the DocumentItems tab by editing the {username}.ini file QuoteSheetFontName and QuoteSheetFontSize keys under the [Preferences] section. By default, QuoteWerks uses a 12-point font to display information on the Document Items grid. If users would like this larger (or smaller), then you […]

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ConnectIt 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 […]

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ConnectIt 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 […]

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ConnectIt 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 […]

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Evolution not revolution – the ConnectIt Software approach to solution development

May 11, 2012

As users and resellers alike will have seen: the original ConnectIt-Sage product (which integrates QuoteWerks with Sage 50) has evolved over the years resulting in a very rounded solution. Sage Instant, Sage 200, Sage MAS and Pegasus Opera integration solutions have followed over the years, each having a better and better basis to work from […]

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Feedback 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 […]

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