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 6445)

MSCRM User INI Settings

This information applies to :

Article ID
6445

Created/Updated
February 13, 2017

Category

Are you using the most current release of QuoteWerks?
Version 24.0 Build 2
Issue:
I would like to set the Sales Opportunity and Call Back in MSCRM to have specific defaults.

Solution:

Post Version 5.2

You can add INI settings under Settings Manager that will allow you to default the Forecast Close Date, Forecase Probablity, Call Back Date, and Call Back Time.

If you go to Help - About - System Tab - Settings Manager button

Under Setting Manager:
Table - UserSettings
Section - UserConfig

ForecastCloseDate={+30}
ForecastProbability=90

CallBackDate={+7}
CallBackTime={+30}


Pre Version 5.2

You can add INI settings to each users INI file that will allow you to default the Forecast Close Date, Forecase Probablity, Call Back Date, and Call Back Time.

In the User's INI File make the following changes. If the field does not exist, you will need to add it.

[Preferences]
ForecastCloseDate={+30}
ForecastProbability=90

CallBackDate={+7}
CallBackTime={+30}

Please not that the {+30} and {7} in the date fields refer to days in the future. The {+30} in the Time refers to 30 minutes in the future.






New Search

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