Please find below some feedback we received regarding ConnectIT running on Windows 7 from one of our valued partner resellers - Matthew Rose from Quintadena
We’ve got two customers running Windows 7, company wide.
One of them are [ABC Widgets ltd], they’re also running ConnectIT.
Just for your awareness, we/Aspire can’t find a resolution for a PDF generator issue with Win7 builds before the Release Candidate.
Anything greater than build 7100 can use QW as normal - with a minor configuration setting change.
[ABC Widgets ltd] have never experienced any issues with running C-IT before/after Release Candidate.
If you have experience (positive or otherwise) of running ConnectIT on the Windows 7 operating system, then please post and/or email support@connectit-online.co.uk - your input will be truly valued.
Showing posts with label QuoteWerks. Show all posts
Showing posts with label QuoteWerks. Show all posts
Thursday, June 18, 2009
QUOTEWERKS: Windows 7 compatibility
Please find below some feedback we received regarding QuoteWerks & ConnectIT on Windows 7 from one of our valued partner resellers - Matthew Rose from Quintadena:
We’ve got two customers running Windows 7, company wide.
One of them are [ABC Widgets ltd], they’re also running ConnectIT.
Just for your awareness, we/Aspire can’t find a resolution for a PDF generator issue with Win7 builds before the Release Candidate.
Anything greater than build 7100 can use QW as normal - with a minor configuration setting change.
[ABC Widgets ltd] have never experienced any issues with running C-IT before/after Release Candidate.
If you have experience (positive or otherwise) of running QuoteWerks or ConnectIT on the Windows 7 operating system, then please post and/or email support@quotewerks.com or support@connectit-online.co.uk - your input will be truly valued.
We’ve got two customers running Windows 7, company wide.
One of them are [ABC Widgets ltd], they’re also running ConnectIT.
Just for your awareness, we/Aspire can’t find a resolution for a PDF generator issue with Win7 builds before the Release Candidate.
Anything greater than build 7100 can use QW as normal - with a minor configuration setting change.
[ABC Widgets ltd] have never experienced any issues with running C-IT before/after Release Candidate.
If you have experience (positive or otherwise) of running QuoteWerks or ConnectIT on the Windows 7 operating system, then please post and/or email support@quotewerks.com or support@connectit-online.co.uk - your input will be truly valued.
Wednesday, June 10, 2009
QUOTEWERKS: QuoteWerks v4.0 build 47 released
QuoteWerks v4.0 build 47 released; details of new features and fixes below.
Free evaluation available for download here.
New Features
1. Added support for SugarCRM (versions 5.1 and 5.2) open source web based contact management software ( www.sugarcrm.com ). The integration includes: a) SugarCRM can be searched to find Contacts or Accounts to pull into the quote. b) QuoteWerks will create/update a linked document (as a SugarCRM note attachment). c) QuoteWerks will create/update a follow up call (as a SugarCRM Call). d) QuoteWerks will create/update a Sales Opportunity (as a SugarCRM Opportunity). e) The QuoteWerks DataLink feature can be used with SugarCRM enabling you to retrieve information like Terms and shipping method from the SugarCRM Contact or Account into the quote. f) When printing, QuoteWerks can retrieve Contact or Account data from SugarCRM and include it in the printed output. g) SugarCRM Contact and Account data can be retrieved using the F2 Lookup macro of ~SugarCRM_Macro().
2. Online Ordering module can place online orders with D & H (USA and Canada) from within QuoteWerks (requires Real-time and Online Ordering modules). Order items from a single order, or combine items from multiple QuoteWerks orders into a single D & H order. This will save you the time and hassle of calling your D & H sales rep and reading each part number, quantity, and price to him/her. Another benefit is that the order date and D & H sales order number will automatically be stored with your QuoteWerks order for reference. When placing D & H online orders electronically through QuoteWerks, there is an option that will let you place the order on hold. This will afford you an opportunity to review the order with your distributor rep and negotiate pricing without the time consuming process of reading to your sales rep all the part numbers, quantities, ship to location, etc. No more calling your distributor sales rep only to reach voice mail (understandable - sales reps can't be on the phone with more than one customer at a time) and then have to remember try again later in the day to place the order - or wait for a call back! This is truly the best of both worlds - automation with sales rep service!
3. Added Real-time Pricing & Availability support for D&H Canada.
4. Real-time Pricing and Availability is now available for IT distributor BlueStar ( www.bluestarinc.com ).
5. GoldMine 8.5 (Premium Edition) is now supported!
6. Peachtree 2010 is now supported!
7. Added support for linking to Microsoft Access 2007 databases as a Product Data Source.
8. Added Misc Access right CannotModifyLiterature, this is useful in preventing users from modifying these files from the Literature tab on the Print window.
9. Added Misc Access right CannotModifySpecSheets, this is useful in preventing users from modifying these files from the Spec Sheets tab on the Print window, and also on the Advanced tab of the Edit Product window.
10. Added Misc Access right CannotModifyFieldValue:DH_DocStatus.
11. Formula based line items can now references prices in group header line items.
12. Added Edit Append Paste menu.
13. Added support for setting the Document default values for CustomText13 - 20 through the SITE.INI file. Under the [Defaults] section of the SITE.INI file, you can set ini keys (for example) of CustomText13=my default.
14. On the Lookup Contact window the [Select for Sold To], [Select for Ship To], and [Select for Bill To] buttons now display their customized labels instead of their hard coded names (if they have been customized).
15. On the Defaults tab of the QuickBooks Setup window, increased the size of the account dropdowns enabling you to fully see larger account names, and also added tooltip support for extremely long account names.
16. For QuickBooks users, on the Create QuickBooks Item the size of the account dropdowns has been increased, enabling you to fully see larger account names, and also added tooltip support for extremely long account names.
17. Updated the View Log file window to add support for shortcut keys CTRL-F for find and F3 for find next. Also the text to find will default to the text that is currently selected.
18. If an error occurs while submitting an online order a .log file containing the error details will be created with the same base file name as the online order xml response file.
19. With the improved implementation of the &SYS_InstallPath macro you do not have to setup Path Translations between the Master and Remote installations as long as the external files being synchronized are located under the \QuoteWerks installation folder of both the Master installation and the Remote Installation and both have the same relative path under the \QuoteWerks folder.
20. In SITE.INI file under the [Contact Managers] section added support for the following INI keys (With their default values specified) "SalesLogixOppStatusOpenValue=Open", "SalesLogixOppStatusClosedLostValue=Closed - Lost", "SalesLogixOppStatusClosedWonValue=Closed - Won". This is particularly useful for German or Non-English versions of SalesLogix.
21. For API users, added new DocFunctions.DocumentSaveAsNextRevision(byval bDeletePreviousRevision As Boolean) method.
22. For API users, when an unknown field is requested through the the DocFunctions.GetDocumentHeaderValue method, a message box will no longer be displayed (which would stop the API application). Instead an error code "$$$Error:002" will be returned.
23. On the File Insert Document window, the last selected operator is now memorized (per user), so the next time you open this window, it will be remembered.
24. On the QuoteWerks Contact Lookup window, the last selected operator is now memorized (per user), so the next time you open this window, it will be remembered.
25. For API users, added support for the macros "&ReadOnlyMode", "&ViewOnlyMode", "&NeverBeenSaved" available through the DocFunctions.GetDocumentHeaderValue method.
26. On the System tab of the HelpAbout menu, there is a new value of "Terminal Services Detected".
27. On the System tab of the HelpAbout menu, there is a new value of "UAC Enabled".
Misc Features
1. When the logged in user opens a document that the user has "View" rights to, but not "Modify" rights, "(View only)" will appear in the title bar, and all the fields on the tabs will be locked from manual input. Like before, any changes made to this open quote cannot be saved.
2. In preparation for Windows 7 support, Windows 7 is now detected. Windows 7 UTC (versus GMT) terminology is now supported.
3. Updated the Version Checker with the updated Codejock.ReportControl.v13.0.0.ocx file.
4. The D&H Real-time URL was updated.
Fixes
1. When synchronizing external data sources, the path macro &SYS_InstallPath was not being resolved.
2. The AfterContactSelection API event was firing if the user clicked on the [Select] button even if no contact was actually selected.
3. On the Tech Data and Ingram Micro subtab of the Real-time tab under the ToolsOptions menu, the Online Ordering [Setup] button would be enabled even if the Online Ordering Module was not present.
4. For Outlook BCM users, the last character of the OS logged in user name (used in the Outlook BCM opportunity) would sometimes be truncated.
5. For Outlook BCM users, when creating Outlook BCM opportunity, the Expiration date and Delivery date would sometimes default to "01/01/4501".
6. For Outlook BCM users, Follow up calls (Appointment entries) and Linked documents (Journal entries) would not display under the Communication History for the Business Contact or Account they were associated with.
7. If an external file was selected for synchronization, if no path translation was setup for between the master install and the remote install, an attempt would be made to copy the file on top of itself which would fail and also result in renaming the original file to a .bxx extension.
8. On the Product Lookup window when searching a native product database, and selecting the {NONE} item in the Folder drop down no results would be returned. Now, if you select the option, all products that have not been associated with a folder will be displayed in the results. Additionally, the blank entry has been replaced with the entry which is used to search for a product no matter which folder it is associated with.
9. For Corporate Edition installations rehosted to SQL, When importing a an xml file (formatted to QuoteWerks specifications) from the FileImport Document menu and the data for a field was longer than the length supported by QuoteWerks, an error would be displayed, and that record (the DocumentHeader record, or a DocumentItems record) would not be imported.
10. For API users, in the QuoteWerksBackend object, the Database.Recordset.GetValue method was returning empty values for date fields.
11. When trying to select/add an item using the Configurator by double-clicking the item and a picture was linked to that item and the picture was not found, the item would not be selected. The message box that displayed the file not found error would interfere with the double-click, so now this message can be viewed by hovering over the "Image not Found" image.
12. For Peachtree users using the Peachtree Customer list as the contact manager, after searching for a contact using the ContactsLookup menu, double-clicking on a contact would not select it.
13. Created a workaround for a bug in Peachtree. When updating the price of an existing Peachtree item in the Peachtree Items list, all 3 GL Accounts are reset to the Peachtree default GL Account values. The QuoteWerks workaround fix is to retrieve the existing GL Account values for the Peachtree item and then update these same GL Accounts in the Peachtree item whenever updating the Price of the Peachtree item.
14. For Outlook users, the introduction of the "Advanced Outlook Integration" feature set was accompanied by a requirement that the current contact being pulled into the quote must be located inside the same folder (or subfolder) as defined on the General Tab of the Outlook Integration Setup window. Users would receive an error message even though the "Advanced Integration" was not enabled.
15. If a document (for example AAAQ1001) was saved as a next revision (AAAQ1001-01), then the revision AAAQ1001-01 was deleted, and then the document AAAQ1001 was opened, and a save as next revision was performed on it, the document number for the new revision would be "AAAQ1001-" instead of "AAAQ1001-01".
16. When the API method FindAndCopyProductIntoSLIBuffer was called for an external product data source like QuickBooks or Peachtree, and they were not running, a message box would be displayed to that effect. This would interrupt the program execution of the external API application. Now, no message boxes are displayed if there is a problem with QuickBooks or Peachtree not running; essentially normal usage. However, if there is a configuration or setup issue, message boxes may still be displayed.
17. For ACT! 4.0, 2000/5.0, 6.0 users, when exporting to QuickBooks or Peachtree, the DocStatus field was being updated to reflect that the document was exported, but the DTF file associated with the document was not getting updated.
18. In the Paste Special Wizard, when selecting the "Start session using the settings of a template" option, and changing a column mapping, the data would be pasted into both the originally mapped field AND the currently mapped field. If this change was saved to the Paste Special Template, you will need to open the template and re-save it to fix this issue.
19. When selecting a Paste Special Template file in the Paste Special Wizard and the file was corrupt, the error would close QuoteWerks.
Free evaluation available for download here.
New Features
1. Added support for SugarCRM (versions 5.1 and 5.2) open source web based contact management software ( www.sugarcrm.com ). The integration includes: a) SugarCRM can be searched to find Contacts or Accounts to pull into the quote. b) QuoteWerks will create/update a linked document (as a SugarCRM note attachment). c) QuoteWerks will create/update a follow up call (as a SugarCRM Call). d) QuoteWerks will create/update a Sales Opportunity (as a SugarCRM Opportunity). e) The QuoteWerks DataLink feature can be used with SugarCRM enabling you to retrieve information like Terms and shipping method from the SugarCRM Contact or Account into the quote. f) When printing, QuoteWerks can retrieve Contact or Account data from SugarCRM and include it in the printed output. g) SugarCRM Contact and Account data can be retrieved using the F2 Lookup macro of ~SugarCRM_Macro().
2. Online Ordering module can place online orders with D & H (USA and Canada) from within QuoteWerks (requires Real-time and Online Ordering modules). Order items from a single order, or combine items from multiple QuoteWerks orders into a single D & H order. This will save you the time and hassle of calling your D & H sales rep and reading each part number, quantity, and price to him/her. Another benefit is that the order date and D & H sales order number will automatically be stored with your QuoteWerks order for reference. When placing D & H online orders electronically through QuoteWerks, there is an option that will let you place the order on hold. This will afford you an opportunity to review the order with your distributor rep and negotiate pricing without the time consuming process of reading to your sales rep all the part numbers, quantities, ship to location, etc. No more calling your distributor sales rep only to reach voice mail (understandable - sales reps can't be on the phone with more than one customer at a time) and then have to remember try again later in the day to place the order - or wait for a call back! This is truly the best of both worlds - automation with sales rep service!
3. Added Real-time Pricing & Availability support for D&H Canada.
4. Real-time Pricing and Availability is now available for IT distributor BlueStar ( www.bluestarinc.com ).
5. GoldMine 8.5 (Premium Edition) is now supported!
6. Peachtree 2010 is now supported!
7. Added support for linking to Microsoft Access 2007 databases as a Product Data Source.
8. Added Misc Access right CannotModifyLiterature, this is useful in preventing users from modifying these files from the Literature tab on the Print window.
9. Added Misc Access right CannotModifySpecSheets, this is useful in preventing users from modifying these files from the Spec Sheets tab on the Print window, and also on the Advanced tab of the Edit Product window.
10. Added Misc Access right CannotModifyFieldValue:DH_DocStatus.
11. Formula based line items can now references prices in group header line items.
12. Added Edit Append Paste menu.
13. Added support for setting the Document default values for CustomText13 - 20 through the SITE.INI file. Under the [Defaults] section of the SITE.INI file, you can set ini keys (for example) of CustomText13=my default.
14. On the Lookup Contact window the [Select for Sold To], [Select for Ship To], and [Select for Bill To] buttons now display their customized labels instead of their hard coded names (if they have been customized).
15. On the Defaults tab of the QuickBooks Setup window, increased the size of the account dropdowns enabling you to fully see larger account names, and also added tooltip support for extremely long account names.
16. For QuickBooks users, on the Create QuickBooks Item the size of the account dropdowns has been increased, enabling you to fully see larger account names, and also added tooltip support for extremely long account names.
17. Updated the View Log file window to add support for shortcut keys CTRL-F for find and F3 for find next. Also the text to find will default to the text that is currently selected.
18. If an error occurs while submitting an online order a .log file containing the error details will be created with the same base file name as the online order xml response file.
19. With the improved implementation of the &SYS_InstallPath macro you do not have to setup Path Translations between the Master and Remote installations as long as the external files being synchronized are located under the \QuoteWerks installation folder of both the Master installation and the Remote Installation and both have the same relative path under the \QuoteWerks folder.
20. In SITE.INI file under the [Contact Managers] section added support for the following INI keys (With their default values specified) "SalesLogixOppStatusOpenValue=Open", "SalesLogixOppStatusClosedLostValue=Closed - Lost", "SalesLogixOppStatusClosedWonValue=Closed - Won". This is particularly useful for German or Non-English versions of SalesLogix.
21. For API users, added new DocFunctions.DocumentSaveAsNextRevision(byval bDeletePreviousRevision As Boolean) method.
22. For API users, when an unknown field is requested through the the DocFunctions.GetDocumentHeaderValue method, a message box will no longer be displayed (which would stop the API application). Instead an error code "$$$Error:002" will be returned.
23. On the File Insert Document window, the last selected operator is now memorized (per user), so the next time you open this window, it will be remembered.
24. On the QuoteWerks Contact Lookup window, the last selected operator is now memorized (per user), so the next time you open this window, it will be remembered.
25. For API users, added support for the macros "&ReadOnlyMode", "&ViewOnlyMode", "&NeverBeenSaved" available through the DocFunctions.GetDocumentHeaderValue method.
26. On the System tab of the HelpAbout menu, there is a new value of "Terminal Services Detected".
27. On the System tab of the HelpAbout menu, there is a new value of "UAC Enabled".
Misc Features
1. When the logged in user opens a document that the user has "View" rights to, but not "Modify" rights, "(View only)" will appear in the title bar, and all the fields on the tabs will be locked from manual input. Like before, any changes made to this open quote cannot be saved.
2. In preparation for Windows 7 support, Windows 7 is now detected. Windows 7 UTC (versus GMT) terminology is now supported.
3. Updated the Version Checker with the updated Codejock.ReportControl.v13.0.0.ocx file.
4. The D&H Real-time URL was updated.
Fixes
1. When synchronizing external data sources, the path macro &SYS_InstallPath was not being resolved.
2. The AfterContactSelection API event was firing if the user clicked on the [Select] button even if no contact was actually selected.
3. On the Tech Data and Ingram Micro subtab of the Real-time tab under the ToolsOptions menu, the Online Ordering [Setup] button would be enabled even if the Online Ordering Module was not present.
4. For Outlook BCM users, the last character of the OS logged in user name (used in the Outlook BCM opportunity) would sometimes be truncated.
5. For Outlook BCM users, when creating Outlook BCM opportunity, the Expiration date and Delivery date would sometimes default to "01/01/4501".
6. For Outlook BCM users, Follow up calls (Appointment entries) and Linked documents (Journal entries) would not display under the Communication History for the Business Contact or Account they were associated with.
7. If an external file was selected for synchronization, if no path translation was setup for between the master install and the remote install, an attempt would be made to copy the file on top of itself which would fail and also result in renaming the original file to a .bxx extension.
8. On the Product Lookup window when searching a native product database, and selecting the {NONE} item in the Folder drop down no results would be returned. Now, if you select the option, all products that have not been associated with a folder will be displayed in the results. Additionally, the blank entry has been replaced with the entry which is used to search for a product no matter which folder it is associated with.
9. For Corporate Edition installations rehosted to SQL, When importing a an xml file (formatted to QuoteWerks specifications) from the FileImport Document menu and the data for a field was longer than the length supported by QuoteWerks, an error would be displayed, and that record (the DocumentHeader record, or a DocumentItems record) would not be imported.
10. For API users, in the QuoteWerksBackend object, the Database.Recordset.GetValue method was returning empty values for date fields.
11. When trying to select/add an item using the Configurator by double-clicking the item and a picture was linked to that item and the picture was not found, the item would not be selected. The message box that displayed the file not found error would interfere with the double-click, so now this message can be viewed by hovering over the "Image not Found" image.
12. For Peachtree users using the Peachtree Customer list as the contact manager, after searching for a contact using the ContactsLookup menu, double-clicking on a contact would not select it.
13. Created a workaround for a bug in Peachtree. When updating the price of an existing Peachtree item in the Peachtree Items list, all 3 GL Accounts are reset to the Peachtree default GL Account values. The QuoteWerks workaround fix is to retrieve the existing GL Account values for the Peachtree item and then update these same GL Accounts in the Peachtree item whenever updating the Price of the Peachtree item.
14. For Outlook users, the introduction of the "Advanced Outlook Integration" feature set was accompanied by a requirement that the current contact being pulled into the quote must be located inside the same folder (or subfolder) as defined on the General Tab of the Outlook Integration Setup window. Users would receive an error message even though the "Advanced Integration" was not enabled.
15. If a document (for example AAAQ1001) was saved as a next revision (AAAQ1001-01), then the revision AAAQ1001-01 was deleted, and then the document AAAQ1001 was opened, and a save as next revision was performed on it, the document number for the new revision would be "AAAQ1001-" instead of "AAAQ1001-01".
16. When the API method FindAndCopyProductIntoSLIBuffer was called for an external product data source like QuickBooks or Peachtree, and they were not running, a message box would be displayed to that effect. This would interrupt the program execution of the external API application. Now, no message boxes are displayed if there is a problem with QuickBooks or Peachtree not running; essentially normal usage. However, if there is a configuration or setup issue, message boxes may still be displayed.
17. For ACT! 4.0, 2000/5.0, 6.0 users, when exporting to QuickBooks or Peachtree, the DocStatus field was being updated to reflect that the document was exported, but the DTF file associated with the document was not getting updated.
18. In the Paste Special Wizard, when selecting the "Start session using the settings of a template" option, and changing a column mapping, the data would be pasted into both the originally mapped field AND the currently mapped field. If this change was saved to the Paste Special Template, you will need to open the template and re-save it to fix this issue.
19. When selecting a Paste Special Template file in the Paste Special Wizard and the file was corrupt, the error would close QuoteWerks.
Monday, June 8, 2009
CONNECTIT: now available for purchase through BT TradeSpace
The ConnectIT range of products are now available for purchase through BT TradeSpace.
For more information on the ConnectIT suite and how they can help your business save hours of repetitive manual work, please see the ConnectIT websites here:
Or contact your ConnectIT / QuoteWerks reseller.
For more information on the ConnectIT suite and how they can help your business save hours of repetitive manual work, please see the ConnectIT websites here:
- ConnectIT-Sage - QuoteWerks to Sage 50 Accounts and Sage Instant Accounts link
- ConnectIT-MAS90 - QuoteWerks to Sage MAS 90 and MAS 200 link
- ConnectIT-MSCRM - QuoteWerks to Microsoft Dynamics CRM link
- ConnectIT-Workflow - business process manager for QuoteWerks
- ConnectIT-WebCart - website coming soon
Or contact your ConnectIT / QuoteWerks reseller.
Friday, June 5, 2009
QUOTEWERKS: Security Settings on Product Databases
From Aspire's QuoteWerks Tip of The Day series on the QuoteWerks 411 blog: Security Settings on Product Databases
How to place user restrictions on product databases. Many companies have a variety of products from a wide selection of vendors and would like to limit which sales reps have access to each vendor or product database. Read more.
For more information on QuoteWerks and our QuoteWerks consultancy, training and support services, please contact us on +44(0)1782 564252 or email info@hilltopsit.co.uk
How to place user restrictions on product databases. Many companies have a variety of products from a wide selection of vendors and would like to limit which sales reps have access to each vendor or product database. Read more.
For more information on QuoteWerks and our QuoteWerks consultancy, training and support services, please contact us on +44(0)1782 564252 or email info@hilltopsit.co.uk
Friday, May 29, 2009
QUOTEWERKS: Synnex Online Ordering Module setup
Aspire Technologies (authors of QuoteWerks sales quotation software) have released complete instructions for setting up the Synnex Online Ordering Module integration.
http://quotewerks411.wordpress.com/2009/05/28/quotewerksonlineorderingmodulesetupsynnex/
http://quotewerks411.wordpress.com/2009/05/28/quotewerksonlineorderingmodulesetupsynnex/
Tuesday, May 26, 2009
QUOTEWERKS: beta testers for SugarCRM integration required
Aspire Technologies are currently looking for beta testers for the new QuoteWerks integration with SugarCRM: http://quotewerks411.wordpress.com/2009/05/26/quotewerksacceptingbetatestersforsugarcrmintegration/
QuoteWerks has just released an interim build and is accpeting beta testers for the new SugarCRM integration. This new integration will function similar to the other contact manager integrations. Users will be able to test out the following features:
QuoteWerks has just released an interim build and is accpeting beta testers for the new SugarCRM integration. This new integration will function similar to the other contact manager integrations. Users will be able to test out the following features:
- Search SugarCRM for contacts or accounts contact information and pull into quote
- Create/Update linked document
- Create/Update follow up call
- Create/Update sales opportunity
Users can also utilize the QuoteWerks DataLink feature to pull additional information into the quote.
Those interested in beta testing this new integration should contact tech support at support@quotewerks.com or call +1 (407) 248-1481 ext. 3.
Saturday, May 23, 2009
QUOTEWERKS: Aspire re-issue info on free QuoteWerks add-on utilities
Aspire Technologies (authors of QuoteWerks sales quotation software) have released a summary of information on the free QuoteWerks add-on utilities which are available from the QuoteWerks.com website.
Details can be found at the following URLs:
http://quotewerks411.wordpress.com/2009/05/22/quotewerks-dell-import-utility/
http://quotewerks411.wordpress.com/2009/05/21/quotewerks-rounding-utility/
http://quotewerks411.wordpress.com/2009/05/20/quotewerksexcelutility/
http://quotewerks411.wordpress.com/2009/05/19/grouppartnumberbuilderquotewerks/
Each of these utilities is available completely free of charge from the QuoteWerks.com website along with installation instructions.
If these utilities perhaps aren't quite your looking for in terms of enhancing QuoteWerks functionality, then please get in touch with us regarding our QuoteWerks development services. We have a large number of internally developed QuoteWerks add-on utilities, so we can cost-effectively provide solutions which fit your business' requirements. Email us - development@hilltopsit.co.uk - or give us a call on +44(0) 1782 465252. We look forward to hearing from you!
Details can be found at the following URLs:
http://quotewerks411.wordpress.com/2009/05/22/quotewerks-dell-import-utility/
http://quotewerks411.wordpress.com/2009/05/21/quotewerks-rounding-utility/
http://quotewerks411.wordpress.com/2009/05/20/quotewerksexcelutility/
http://quotewerks411.wordpress.com/2009/05/19/grouppartnumberbuilderquotewerks/
Each of these utilities is available completely free of charge from the QuoteWerks.com website along with installation instructions.
If these utilities perhaps aren't quite your looking for in terms of enhancing QuoteWerks functionality, then please get in touch with us regarding our QuoteWerks development services. We have a large number of internally developed QuoteWerks add-on utilities, so we can cost-effectively provide solutions which fit your business' requirements. Email us - development@hilltopsit.co.uk - or give us a call on +44(0) 1782 465252. We look forward to hearing from you!
Monday, May 18, 2009
CONNECTIT: ConnectIT-WebCart beta released
We are very please to announce the release of the ConnectIT-WebCart beta. This utility links an online web shop to QuoteWerks, Sage 50, Sage MAS and Microsoft Dynamics RMS (retail management solution).
Over the years, we have created several bespoke software development utilities which link a businesses web shop to their back office system. Utilities for QuoteWerks, Sage and Microsoft Dynamics CRM. When we were approached to create a link for Microsoft Dynamics RMS as well it was a natural extension of these utilities. Plus, in a market place where high street shops are increasingly moving their business' online for the cost-saving and globalisation opportunities, strategically it was a good project to take on.
With our culture of constantly innovating and looking forward for new opportunities, rather than tackle the project as just another bespoke utility, we took the decision to wrap up all the previous work into one ConnectIT product. Followers of the blog will remember that we had a prototype version of ConnectIT-WebCart back in the early part of the year. With focus drifting onto other projects, this got put to one side, but we felt that with this project it was time to pick it back up again.
This first beta release focuses on the Microsoft Dynamics RMS link in order to satisfy the requirements of this particular project. However, given that this is built on the same data structures and code base as the other bespoke projects, then links for QuoteWerks, Sage 50, Sage Instant and Sage MAS won't be too far behind!
For more information on the ConnectIT-WebCart product, please direct your query through your QuoteWerks or ConnectIT partner. If they are unable to help, then please don't hesitate to contact the ConnectIT development team direct: development@connectit-online.co.uk
Over the years, we have created several bespoke software development utilities which link a businesses web shop to their back office system. Utilities for QuoteWerks, Sage and Microsoft Dynamics CRM. When we were approached to create a link for Microsoft Dynamics RMS as well it was a natural extension of these utilities. Plus, in a market place where high street shops are increasingly moving their business' online for the cost-saving and globalisation opportunities, strategically it was a good project to take on.
With our culture of constantly innovating and looking forward for new opportunities, rather than tackle the project as just another bespoke utility, we took the decision to wrap up all the previous work into one ConnectIT product. Followers of the blog will remember that we had a prototype version of ConnectIT-WebCart back in the early part of the year. With focus drifting onto other projects, this got put to one side, but we felt that with this project it was time to pick it back up again.
This first beta release focuses on the Microsoft Dynamics RMS link in order to satisfy the requirements of this particular project. However, given that this is built on the same data structures and code base as the other bespoke projects, then links for QuoteWerks, Sage 50, Sage Instant and Sage MAS won't be too far behind!
For more information on the ConnectIT-WebCart product, please direct your query through your QuoteWerks or ConnectIT partner. If they are unable to help, then please don't hesitate to contact the ConnectIT development team direct: development@connectit-online.co.uk
Tuesday, May 12, 2009
CONNECTIT: now offering increased user support
We've just been notified by Developer Services that now more ConnectIT-Sage users can link to Sage accounts without having to upgrade or purchase additional Sage licenses.
From Sage Developer Services:
With exception to Sage 50 Accounts Professional, all connections to the Sage 50 Accounts database via the software development kit (Sage Data Objects (SDO)), are currently limited to the number of licensed Sage 50 Accounts users.
Given that Sage 50 Accounts and Sage 50 Accounts Plus are only available with single user or 2 user licences, the opportunity to accommodate multiple third-party add-ons and integrated multi-user applications, can prove restrictive. For example - with a 2 user licence, only 1 x Sage 50 Accounts user login and 1 x SDO connection may be established. With a single user licence, an SDO connection will not be permitted if a Sage 50 Accounts user is already logged in, and vice versa.
Now you can manage up to 6 simultaneous SDO connections
In response to feedback from our customers, Business Partners and of course our Developer community, SDO has been enhanced to manage up to 6 simultaneous connections to the Sage 50 Accounts 2009 database. For example - if 1 x Sage 50 Accounts user is logged on, a maximum of 5 x SDO user connections will be permitted.
So what does this mean for ConnectIT users?
Once this SDO update has been installed, Sage will allow you to have more users accessing the accounts files through ConnectIT. So there's no need to buy additional licenses for Sage and no need to log out of Sage in order to transfer documents.
For existing users: contact Sage support, they will be able to supply you with the updated SDO installation files with instruction on how to install them.
For new users: we will be releasing a new version of the ConnectIT software later this week which will have the updated SDO files included as part of the installation.
And what about partners?
This means new opportunities for ConnectIT-Sage sales! For any companies that you may have spoken to in the past that rejected ConnectIT due to the expense of an upgrade to Sage, now here's the answer!
More information
For more information on the updates, please contact your ConnectIT or Sage reseller or email us: support@connectit-online.co.uk
For more information on the increasing range of ConnectIT products and how they can help deliver efficiencies to your business, please see the ConnectIT website here.
From Sage Developer Services:
With exception to Sage 50 Accounts Professional, all connections to the Sage 50 Accounts database via the software development kit (Sage Data Objects (SDO)), are currently limited to the number of licensed Sage 50 Accounts users.
Given that Sage 50 Accounts and Sage 50 Accounts Plus are only available with single user or 2 user licences, the opportunity to accommodate multiple third-party add-ons and integrated multi-user applications, can prove restrictive. For example - with a 2 user licence, only 1 x Sage 50 Accounts user login and 1 x SDO connection may be established. With a single user licence, an SDO connection will not be permitted if a Sage 50 Accounts user is already logged in, and vice versa.
Now you can manage up to 6 simultaneous SDO connections
In response to feedback from our customers, Business Partners and of course our Developer community, SDO has been enhanced to manage up to 6 simultaneous connections to the Sage 50 Accounts 2009 database. For example - if 1 x Sage 50 Accounts user is logged on, a maximum of 5 x SDO user connections will be permitted.
So what does this mean for ConnectIT users?
Once this SDO update has been installed, Sage will allow you to have more users accessing the accounts files through ConnectIT. So there's no need to buy additional licenses for Sage and no need to log out of Sage in order to transfer documents.
For existing users: contact Sage support, they will be able to supply you with the updated SDO installation files with instruction on how to install them.
For new users: we will be releasing a new version of the ConnectIT software later this week which will have the updated SDO files included as part of the installation.
And what about partners?
This means new opportunities for ConnectIT-Sage sales! For any companies that you may have spoken to in the past that rejected ConnectIT due to the expense of an upgrade to Sage, now here's the answer!
More information
For more information on the updates, please contact your ConnectIT or Sage reseller or email us: support@connectit-online.co.uk
For more information on the increasing range of ConnectIT products and how they can help deliver efficiencies to your business, please see the ConnectIT website here.
Sunday, May 10, 2009
QUOTEWERKS: free example report
A recent post on the QuoteWerks Support Forum reminded me of an example report we have which illustrates the difference between counting line items and documents. If anyone would like a free copy, then please email support@hilltopsit.co.uk
We use the report as part of our QuoteWerks Reporting training course which we have successfully delivered to QuoteWerks users both in person and worldwide over the internet using gotomeeting screen sharing software. If you are a new user to QuoteWerks or would like some advanced training to unleash the power of QuoteWerks business intelligence reporting, then please get in touch now on +44(0) 1782 564252, +44(0) 844 357 7360 or email info@hilltopsit.co.uk
We look forward to hearing from you!
We use the report as part of our QuoteWerks Reporting training course which we have successfully delivered to QuoteWerks users both in person and worldwide over the internet using gotomeeting screen sharing software. If you are a new user to QuoteWerks or would like some advanced training to unleash the power of QuoteWerks business intelligence reporting, then please get in touch now on +44(0) 1782 564252, +44(0) 844 357 7360 or email info@hilltopsit.co.uk
We look forward to hearing from you!
Tuesday, May 5, 2009
CONNECTIT: ConnectIT-Sage v1.10.0 released
The new release of ConnectIT-Sage QuoteWerks to Sage link adds support for Sage Instant 2009 Accounts and Accounts Plus.
Sage Instant Accounts is easy-to-use accounting software designed to make managing your money, including VAT, end of year accounts and invoicing, as quick and easy as possible. You’ll have all the information you need to manage your business at your fingertips.
Sage Instant Accounts is a simple bookkeeping package that gives you all the tools you need to successfully manage your finances, accounts, customers and suppliers.
Now Sage Instant Accounts users can take advantage of ConnectIT's time saving capabilities, allowing users to create Product Sales Order, Product Invoice, Product Credit, Service Invoice and Service Credit document types in Sage from the information in their QuoteWerks document.
For more information, please your QuoteWerks reseller or contact us on +44(0) 1782 564 252 or email info@hilltopsit.co.uk
Sage Instant Accounts is easy-to-use accounting software designed to make managing your money, including VAT, end of year accounts and invoicing, as quick and easy as possible. You’ll have all the information you need to manage your business at your fingertips.
Sage Instant Accounts is a simple bookkeeping package that gives you all the tools you need to successfully manage your finances, accounts, customers and suppliers.
Now Sage Instant Accounts users can take advantage of ConnectIT's time saving capabilities, allowing users to create Product Sales Order, Product Invoice, Product Credit, Service Invoice and Service Credit document types in Sage from the information in their QuoteWerks document.
For more information, please your QuoteWerks reseller or contact us on +44(0) 1782 564 252 or email info@hilltopsit.co.uk
Friday, May 1, 2009
Business Development Manager wanted (Stoke-on-Trent)
A new full time position is available for a sales person selling computer software products and services. This is an excellent opportunity to join a small, ambitious, highly motivated and positive team of individuals in a growing business and offers excellent career prospects for the successful candidate.
The role will be predominantly working from the office managing and developing a portfolio of prospective and existing customers locally, nationally and internationally. The successful candidate must be well organised, an excellent communicator over the phone, motivated, confident, highly professional, excellent at building lasting relationships, be able to demonstrate excellent computer skills and have an understanding of the software industry. You will report to the Managing Director and be expected to deliver the agreed levels of revenue and profit, whilst adopting a solution lead, consultative sales approach to ensure that customer requirements are met.
Ideally, you will have experience of dealing with small and medium sized businesses. Experience of contact management, quoting and accounts packages, website and software development processes will also be an advantage.
To start as soon as possible. Candidate must have their own car. Package negotiable, commission based (uncapped).
Please apply in writing to Hilltops IT, Lymedale Business Centre, Lymedale Business Park, Newcastle-under-Lyme, Staffordshire, ST5 9QF or by email enquiries@hilltopsit.co.uk. Please include your up-to-date CV and covering letter.
Strictly no agencies.
Wednesday, April 29, 2009
CONNECTIT: Sage MAS 90/200 v4.4
As far as we know, there's (as yet) no firm release date for the next release to Sage MAS90/200. We're really excited about the prospect of the new release as we are expecting it to include API support for creating purchase order documents, products and suppliers. Having this functionality in the MAS API means that we can complete the ConnectIT-MAS QuoteWerks to Sage MAS90/200 link to cover the same footprint as the UK ConnectIT for Sage 50 Accounts.
However, it was encouraging today that we got an email from Sage asking us to complete a survey which was asking how long from release we anticipated it would be before we integrated our solution with the new version and how Sage could help. Naturally our answers were "as soon as possible" and "get us a copy of the beta"!!!
Unfortunately it's still a case of "watch this space" before we can commit to a version of ConnectIT-MAS which will be able to create purchase orders, products and suppliers, but it is encouraging to see things moving along!
However, it was encouraging today that we got an email from Sage asking us to complete a survey which was asking how long from release we anticipated it would be before we integrated our solution with the new version and how Sage could help. Naturally our answers were "as soon as possible" and "get us a copy of the beta"!!!
Unfortunately it's still a case of "watch this space" before we can commit to a version of ConnectIT-MAS which will be able to create purchase orders, products and suppliers, but it is encouraging to see things moving along!
Monday, April 20, 2009
CONNECTIT: ConnectIT-Sage confirmed to work for Sage Instant Accounts 2009
We are able to confirm today that the next release of ConnectIT-Sage will work with Sage Instant Accounts 2009.
"I am really pleased that with the new version of Sage Instant, we can now offer users the ability to transfer documents from QuoteWerks to Sage using ConnectIT" says Hilltops IT CEO Steve Siggs. "I'm even more please than we are now able to achieve this with just a few minor adjustments to the existing code base. Now QuoteWerks and Sage Instant users can get the benefits of the ConnectIT software very cost-effectively, without needing to upgrade their Sage software."
The ConnectIT-Sage software has been developed over the last 3 years, gradually adding more and more features that users and resellers have been requesting in the software. Hilltops IT have produced this product to meet end users' requirements which drive more and more efficiencies into their business. With zero defects reported from production environments in more than 18 months, the need for "just a few minor adjustments", users and resellers can expect the same quality deliverable which "does exactly what it says on the tin".
The revised version is expected to be released within the next couple of weeks.
For more information on ConnectIT-Sage, please contact your QuoteWerks reseller or see the ConnectIT website.
"I am really pleased that with the new version of Sage Instant, we can now offer users the ability to transfer documents from QuoteWerks to Sage using ConnectIT" says Hilltops IT CEO Steve Siggs. "I'm even more please than we are now able to achieve this with just a few minor adjustments to the existing code base. Now QuoteWerks and Sage Instant users can get the benefits of the ConnectIT software very cost-effectively, without needing to upgrade their Sage software."
The ConnectIT-Sage software has been developed over the last 3 years, gradually adding more and more features that users and resellers have been requesting in the software. Hilltops IT have produced this product to meet end users' requirements which drive more and more efficiencies into their business. With zero defects reported from production environments in more than 18 months, the need for "just a few minor adjustments", users and resellers can expect the same quality deliverable which "does exactly what it says on the tin".
The revised version is expected to be released within the next couple of weeks.
For more information on ConnectIT-Sage, please contact your QuoteWerks reseller or see the ConnectIT website.
Monday, April 13, 2009
CONNECTIT: ConnectIT-Workflow v1.0.1 released
Following feedback from users, this minor release of ConnectIT-Workflow expands the default example rules which are set up when a user initially installs the software. We have also provided fuller instructions on how to set up and manage your business rules.
ConnectIT-Workflow business process manager for QuoteWerks manages entries on a QuoteWerks document to ensure that the QuoteWerks user has entered all the required information at each step of document creation (Quote, Order and Invoice).
ConnectIT-Workflow validates that the QuoteWerks user has entered required values into particular fields before the user is allowed to print, save, convert or email a document.
When an error is detected, then depending on the level of that error, the user is either prompted and asked to correct the problem before they are allowed to continue, or they are just warned about the problem(s).
ConnectIT-Workflow pricing is very cost-effective and is currently being sold with free installation and configuration - get your copy and start taking advantage of ConnectIT-Workflow's cost and time saving benefits now.
ConnectIT-Workflow business process manager for QuoteWerks manages entries on a QuoteWerks document to ensure that the QuoteWerks user has entered all the required information at each step of document creation (Quote, Order and Invoice).
ConnectIT-Workflow validates that the QuoteWerks user has entered required values into particular fields before the user is allowed to print, save, convert or email a document.
When an error is detected, then depending on the level of that error, the user is either prompted and asked to correct the problem before they are allowed to continue, or they are just warned about the problem(s).
ConnectIT-Workflow pricing is very cost-effective and is currently being sold with free installation and configuration - get your copy and start taking advantage of ConnectIT-Workflow's cost and time saving benefits now.
CONNECTIT: ConnectIT-Workflow new resources available
New resources are now available on the ConnectIT-Workflow business process manager for QuoteWerks website in the form of screenshots and extended support documentation.
PLUS: take advantage of free ConnectIT-Workflow installation assistance while the offer lasts.
PLUS: take advantage of free ConnectIT-Workflow installation assistance while the offer lasts.
Thursday, April 9, 2009
QUOTEWERKS: new reseller group on LinkedIn
The purpose of this group is for members to keep each other up-to-date on QuoteWerks-related product news, provide an additional support / discussion forum for resellers only, and to share tips, tricks and experiences in implementing QuoteWerks-based solutions in different vertical industry sectors.
Group members are actively encourage to contribute news on QuoteWerks, tips and tricks they have learnt when implementing QuoteWerks-based solutions, "how do I..." and "has anyone ever tried..." questions to challenge the group and help resellers find solutions, plus provide information on their own products which enhance QuoteWerks.
The URL to join is here: http://www.linkedin.com/groupRegistration?gid=1416347
Please pass this on to your colleagues who you feel may also benefit from membership. After all - the more members, the more sources for contributions, the more informed we'll be on QuoteWerks-related issues and innovations.
In other similar groups (specifically ACT! Fanatics recently) some concern was raised when the Group Manager proposed members provide information on their own products. We think that as long as members keep the information relevant and new, then we can provide each other with a useful source of information. As long as products are QuoteWerks related, then we should be able to make this a success. For example: we will be adding posts when we release significant new builds and products in the ConnectIT range, but we will not be advertising our website development services. While our website development services might be of interest to members, the QuoteWerks Resellers Group is not the right forum to be advertising. Any questions or if anyone has issues with things other members might be posting, then please just contact Steve through the LinkedIn messaging or contact Hilltops IT direct here.
Group members are actively encourage to contribute news on QuoteWerks, tips and tricks they have learnt when implementing QuoteWerks-based solutions, "how do I..." and "has anyone ever tried..." questions to challenge the group and help resellers find solutions, plus provide information on their own products which enhance QuoteWerks.
The URL to join is here: http://www.linkedin.com/groupRegistration?gid=1416347
Please pass this on to your colleagues who you feel may also benefit from membership. After all - the more members, the more sources for contributions, the more informed we'll be on QuoteWerks-related issues and innovations.
In other similar groups (specifically ACT! Fanatics recently) some concern was raised when the Group Manager proposed members provide information on their own products. We think that as long as members keep the information relevant and new, then we can provide each other with a useful source of information. As long as products are QuoteWerks related, then we should be able to make this a success. For example: we will be adding posts when we release significant new builds and products in the ConnectIT range, but we will not be advertising our website development services. While our website development services might be of interest to members, the QuoteWerks Resellers Group is not the right forum to be advertising. Any questions or if anyone has issues with things other members might be posting, then please just contact Steve through the LinkedIn messaging or contact Hilltops IT direct here.
Tuesday, April 7, 2009
BLOG: Hilltops IT gets a mention in Focus Magazine
Focussing on Vistage chief executives organisation and how membership has helped Hilltops IT (and other businesses in the Staffordshire) move their business' forward, Stephen Siggs is quoted: "Vistage has helped me to power my company to new heights. I joined in 2008 after hearing about the powerful results that members derive from Vistage groups. In less than a year I am already seeing key developments such as better projection and positioning of Hilltops IT in the marketplace, a better focus upon strategic growth and improved management of staff, customers and suppliers."
We also managed to get in a cheeky box shot of QuoteWerks sales quotation tool!
View the full article by clicking the link here: http://www.hilltopsit.co.uk/resources/business/200904%20-%20Focus%20Magazine,%20Vistage.pdf
We also managed to get in a cheeky box shot of QuoteWerks sales quotation tool!
View the full article by clicking the link here: http://www.hilltopsit.co.uk/resources/business/200904%20-%20Focus%20Magazine,%20Vistage.pdf
Friday, April 3, 2009
CONNECTIT: ConnectIT-Workflow v1.0.0 released
Product Overview
ConnectIT-Workflow manages entries on a QuoteWerks document to ensure that the QuoteWerks user has entered all the required information at each step of document creation (Quote, Order and Invoice).
ConnectIT-Workflow validates that the QuoteWerks user has entered required values into particular fields before the user is allowed to print, save, convert or email a document.
When an error is detected, then depending on the level of that error, the user is either prompted and asked to correct the problem before they are allowed to continue, or they are just warned about the problem(s).
Key Benefits
Key Features
ConnectIT-Workflow manages entries on a QuoteWerks document to ensure that the QuoteWerks user has entered all the required information at each step of document creation (Quote, Order and Invoice).
ConnectIT-Workflow validates that the QuoteWerks user has entered required values into particular fields before the user is allowed to print, save, convert or email a document.
When an error is detected, then depending on the level of that error, the user is either prompted and asked to correct the problem before they are allowed to continue, or they are just warned about the problem(s).
Key Benefits
- Quick to install and easy to configure to the fields you use which means your company’s quoting and sales order processing functions become instantly more accurate and more productive.
- Ensures that your customers and suppliers get complete and consistent information on the documents you send them thus improving your business relationships with them by avoiding time wasted checking, correcting and resending documents.
- Maintains integrity of input to maximise the power and accuracy of QuoteWerks reporting which means more informed business decision making.
Key Features
- When an error is detected, then depending on the level of that error, the user is either prompted and asked to correct the problem before they are allowed to continue, or they are just warned about the problem(s).
- Validates fields based on the particular document type and document status.
- Contains many different rule expressions – that a field is not blank, that a fields value is in a particular range, that a fields value is one of a particular list of options, etc.
- Contains many different rule targets – Document Header fields, Document Item fields, first Document Item row, all Optional Document Item rows, etc.
ConnectIT-Workflow pricing is very cost-effective and is currently being sold with free installation and configuration - get your copy and start taking advantage of ConnectIT-Workflow's cost and time saving benefits now!
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