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QuoteWerks Version 5.1 Builds 2.25 & 4 now available

There are several updates and new features released with Build 2.25 of Quotewerks 5.1.  The link below shows the full list.  Key items are: ConnectWise 2016.1, Maximizer 2016, new line numbering macros, highlight support for items on DocItems tab, QuoteValet Auto-reminders, template drop-down option and many more!  One of my favorites: you can now highlight line items using up to 5 pre-defined highlight colors. Simply select or multi-select line items and click on the

Send Failed errors on Act eMarketing - one reason and solution

Ever tried to send out an ACT eMarketing campaign and had it fail with a Send error?  The typical reason is because one or more of the email addresses within the group that was sent to was either blank or malformed (example#example.com, example@examplecom).   There is a toolset that can help fix the emails in your database quickly without having to do a tedious one by one search.  The tool set contains  a spreadsheet that will find bad emails and also a plugin

Hotfix 5 for Act v18

Hotfix 5 for Act v18 is available. This update does not change the database schema version - therefore not everyone needs to install this unless you are experiencing one of the following issues.  In addition, this particular hotfix will open a browser window at the end of the update.  It will point you to a KB article where you download a DBFIXER.  It is done this way because not everyone will need to run the dbfixer - this is actually a nice feature to provide a

Quotewerks and ACT - startup Tip

I like automating things.  Anything I can do to make life move a little smoother is a plus.  We use Quotewerks and ACT every day and I work off a remote installation.  That means I need to sync regularly to the master database. In addition, since I prepare quotes often during the day, my typical process is to find the contact in ACT and then open Quotewerks - I have so many windows open that for performance reasons I don't keep Quotewerks open all the time.  In the past, I'd

ACT display issues on high DPI resolution devices - A workaround Fix

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Act, among several other products including Quickbooks, has issues when running on very high resolution devices, including tablets and Surface units or computers with very large monitors.  Fields can overlay, or be too large to view. There is now a fix, found by two gentlemen working together over the internet. Marco Gil and Francisco Ferreira worked together to come up with a fix and posted it to the Act product forum.  I "hope" this workaround will get put into a hotfix

Anne Johnson and Your Software Coach joins Patricia Egen Consulting

Chattanooga, TN, January 8, 2016– Patricia Egen Consulting, LLC is pleased to announce that Anne Johnson, President of Your Software Coach, will join us as Assistant Vice President and Director of Business Development. “Anne is an accomplished trainer and consultant with over 30 years of experience in technology and business consulting. Her attention to detail and business savvy along with her charming southern personality blends well with our company and we are thrilled to have her as part

Outlook 2010 only opening in Safe Mode

Fixed this problem for a client and thought I'd post it here in case someone else is experiencing the same thing.

Per Microsoft:

December 8, 2015, update for Outlook 2010 (KB3114409)

After you install this update, Outlook 2010 may start only in safe mode. If this issue occurs, uninstall the update. This update is no longer available now.

Do you practice good CRM?

CRM. What is it? First off, it's an acronym - Customer Relationship Management.  But far beyond that it is a methodology and set of business tools and practices to know your customer.  It helps answer the important questions.  Do they need anything? Are they happy with  what is going on with your services or products? Have you reached out to them recently? Without a CRM process or tool, you are dependent upon people keeping track of things individually which is ok, but it

Patricia Egen Consulting, LLC

803 Creek Overlook, Chattanooga, TN 37415
Main office: 423-875-2652 • Arizona office: 480-788-7504 • Florida office: 754-300-2827