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Quickbooks Secrets - the Ctrl 1 key

Recently, when talking with Pat Egen (our business owner) about our own QuickBooks company file, I mentioned that QuickBooks (Pro/Premier) has a limitation of 17,000 entries in its “lists” feature.*  She was unaware of this limitation and wondered how close PEC was to this limit. For small companies that have been using QuickBooks for a long time, this limitation sometimes creates a problem when new items (inventory) are entered or a batch of new customers/venders are created. So, I

ACT and Windows 10

Microsoft announced the release of Windows® 10 on July 29, 2015. Upgrading to Windows® 10 introduces many new features, some of which may affect Act!. We highly recommend performing a complete backup of your Act! database prior to upgrading to Windows, though Act! v17.2 and later are compatible and are fully supported.  ACT v18 has full support for Windows 10.  The following is to assist you if you are running older versions. Important Notes: Technical support from Swiftpage

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

Terry Williams Joins Patricia Egen Consulting

Chattanooga, TN, February 2, 2016– Patricia Egen Consulting, LLC is pleased to announce that Therese (Terry) Williams, owner of TMW Consulting Services in Sacramento, CA, has merged with our organization and will join us as a Senior Consultant. “Terry is an accomplished ACT and Quickbooks certified consultant with over 30 years of experience in technology and business consulting. Her specialty is working with small business owners and her skills at Quickbooks are amazing. She

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

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