407-248-1481
QuoteWerks Logo - QuoteWerks Sales Quoting and Proposal Software - CPQ that integrates with leading CRM, PSA, and Accounting Solutions (ConnectWise, Autotask, QuickBooks, salesforce.com and more)
Start Free Trial
Customer Area

QuoteWerks Knowledgebase Topic (Article ID 5653)

Contact Manager - Can we use two different ones at the same time?

This information applies to :

Article ID
5653

Created/Updated
April 3, 2013

Category
Contact Manager

Are you using the most current release of QuoteWerks?
Version 24.0 Build 2
Question:
May we use two contact managers at the same time?

Solution:
Normally, you need to choose only one, and then all users on the network must use the same contact manager. As a workaround; however, when each user starts QuoteWerks, have them click the Contacts-Setup Contact Manager menu and choose their contact manager. Each user will be changing the global contact manager preference, so make sure that they choose their contact manager EVERY time they start QuoteWerks.

Notes:
In our opinion, it is important to standardize the software that you use to store your contacts, especially since QuoteWerks writes back and retrieves different information from each of these contact managers. By design QuoteWerks will not support the use of different contact managers being used in a shared network installation of QuoteWerks.

New Search

  •            
©1993-2024 Aspire Technologies, Inc.
    407-248-1481 (9am-5pm ET M-F)