ACT! for Web (version 2010) is now
supported!. This new integration is available in the Corporate Edition of
QuoteWerks. In our experience the ACT! for Web integration is over 50% faster*
than the standard ACT! integration. The integration includes:
ACT! for Web can be searched to find
Contacts to pull into the quote.
QuoteWerks will create/update an attachment
to the quote under the Documents tab in ACT! for Web.
QuoteWerks will create/update a follow up
call in ACT! for Web.
QuoteWerks will create/update a Sales
Opportunity in ACT! for Web.
The QuoteWerks DataLink feature can be used
with ACT! for Web enabling you to retrieve information like Terms and
shipping method from the ACT! for Web Contact into the quote.
When printing, QuoteWerks can retrieve
Contact data from ACT! for Web and include it in the printed output.
ACT! for Web Contact data can be retrieved
using the F2 Lookup macro of ~ACTForWeb_Macro().
There is a "Display contact in contact
manager" button on the SoldTo / ShipTo tab that will open the ACT! for Web
Contact in ACT! for Web for the SoldTo, ShipTo, or BillTo linked contact.
On the select Email Address window, you can
see all the ACT! for Web email addresses associated with the contact record
linked to the Sold To, Bill To, and Ship To fields.
On the select Email Address window, there
is now an option to "Search ACT! for Web" for an email address. You can
search your entire ACT! for Web database for an email address, searching by
Company, Contact, Last Name, or Phone.
*We attribute this to the fact that ACT! is not
installed on the same workstation PC that QuoteWerks is installed on. All of the
ACT! processing and database searching occurs on a remote server, so ACT! is not
using up any of the CPU time or memory on the workstation PC leaving more
resources for QuoteWerks and other applications.