- Search for contacts in subfolders within the specified Outlook contact folder
- Create/Update linked documents (as Outlook Journal entries) in Outlook
- Create/Update follow up calls (as an Outlook Appointment) in Outlook
- Use QuoteWerks’ DataLink feature with Outlook which enables users to retrieve information like Terms and shipping method from the Outlook contact in the quote
- Retrieve data from Outlook and include it in the printed output
Additionally, they are researching whether to add support for Outlook Business Contact Manager (BCM). If you are using BCM, and specifically if you are using the Opportunities features, let them know so they may gain an understanding of how it is being utilized by QuoteWerks users and how it may be advantageous to you.
This advanced preview has a couple of benefits for QuoteWerks users. First, users can try the new features and see if it works in their environment before the production version is released. Also, if one of the features needs improvement there is a greater chance those changes will be made during this phase of design.
A list of revisions in the most recent interim can be found here:
http://www.quotewerks.com/download/interim/interim.txt.
All current QuoteWerks users who are using Outlook are invited to test out the new integration.
To try this integration, either contact us at Hilltops IT or send an email direct to sales@quotewerks.com
