Add a QuoteWerks Shortcut to the ACT Toolbar

Open Act, right-click on the ACT toolbar, and select "Customize...".

When the "Customize Menus and Toolbars" window opens, click on the "Custom Commands" tab.

Click the "New" button, enter "QuoteWerks" for both the Command name and the Tooltip text.

Click on the "Browse" button.

Browse to the location of your QuoteWerks files, select the "QuoteWerks" shortcut, and click Open.

Click on the "Add Command" button.

Click on the "Commands" tab.

Select "Custom Commands" from the Categories list.

Click on the "QuoteWerks" command, hold the mouse button down, drag the

command up to the ACT toolbar, and drop it into place.

 

Right click on the new button and select "Image and Text (Always)".

Close the "Customize Menus and Toolbars" window.  The shortcut is ready. 

Here is a short video demonstrating the process

http://screencast.com/t/gFbyECT58Dm

We have a complete support system ( powered by ZoHo Desk ) standing by to help if you have

any questions or problems.  Please take a moment to setup a helpdesk account.  How?

Once you have a helpdesk account setup, getting help is easy!  How?

• Related Articles

• Accessing Act! on a Handheld Device

  There are three options for accessing Act! data on a handheld device. Click on the links to view brief overviews of each method.  I.   HandHeld Contact - http://www.youtube.com/watch?v=PaImKUQYx_A II.  Act! Premium Mobile ...

• Miscellaneous ACT Issues

  Add Our SSL Certificate to you internet Browser This article show how to configure your browser to trust our SSL setting necessary for secure access to our servers Citrix_Firefox_GoDaddy_Security_Certificate.pdf 195 KB  View  Download How To Set ...

• ACT! for Web Browser Settings

  For ACT! for Web to work properly, several settings need to be applied to your web browser. Configure Internet Explorer to always receive the latest web content: - Click on the gear icon in the upper-right and open Internet Options - Select the ...

• Act! for Web - Integration with Microsoft Outlook

  In order to use Microsoft Outlook with Act! for Web, you must download and install the integration software. Note:  before proceeding, you must uninstall any previous version of ACT! integration software. - Open Internet Explorer and log in to your ...

• Adding or removing and re-adding the ACT! Addressbook

  Most issues related to the Outlook integration can be corrected by adding or removing and re-adding the ACT! Addressbook. Here is how you can do this: Close Outlook, open ACT!, and log into your ACT! database using your ACT credentials. 1.  Choose ...