Answer:  You are now in the Customer Mode, let me explain:

QwikQuote enables a password-protected “Customer Mode” that shields your cost information, protects your price list from modification, and covers the Pricing Box with the word “Customer.”  To gain full access to the program, press the F7 function key or click on the [UNLOCK] screen button, then press the ENTER key when asked for a password.  To enter your own password, choose “Set Password” on the Price List tab of the options screen.

If you did not enter a password just click the check box and you will no longer be in the Customer Mode.

This will also bring back some missing fields that we hide for you if you are in the Customer Mode and your Pricing Tab will be back.

Answer:  QwikQuote’s [User Field ] button on the Quote screen enables you to include most fields from your contact manager including your contact manager’s user-definable fields.  For instance, suppose you have defined your first User Definable field in ACT! as “Terms”, and you want that field to appear automatically on every layout.  The “Terms” for each contact will automatically print just like the contact’s address or phone number.

1. Ensure that the contact manager is set up correctly in Options | Contacts.  If the contact manager itself is not linked, the information will not appear.
2. Click on the User Fields button on the Quote screen.
3. Click on “Configure” in “QwikQuote User-Definable Fields”
4. The “Maintain QwikQuote User-Defined Fields” appears.  This is a list of any fields you have defined.  Click on the “Add” button.
5. The “Configure User-Definable Fields” box appears.  This is where you will define the new field.  For purposes of this explanation, we are configuring a User-Defined Field in ACT! called “Terms.”  On the first line – Name of Field – type in any name you want to call the field.  You may use “Terms” or “Payment Terms” or whatever you find descriptive:  the name does not affect the link.  Longer names will wrap-around;  we suggest you keep the name to about 12 characters.

6. On the second line – Field Type – click on the down arrow, and select from “Single-line Text,” “Multi-line Text,” “Alphabetical list,” or “Random order List.”  When working with a contact manager, you will most often choose “Single-line Text” because the fields in a contact manager are usually a single line.  The other options will generally be applied to new fields that you will create, not fields in Contact Managers.
7. On the third line – Validate Input As – we will leave “None,” since we are looking for a string of alphabetic characters.  You also have the option of ensuring that the data is a credit card number, that the credit card expiration date has not passed, that the data is a date, or that it is numeric data.  These options can be applied to other fields as appropriate.

8. The fourth line – Conversion – will usually be set to “None” unless you have imported your data in all caps, and wish to convert it to lower case.
9. The fifth line – Must be filled in to print or save the quote – can be checked to ensure that the field is filled in.  If it is checked, and the user-field is empty in your contact manager, you will get a message when you try to save or print saying, “You must choose a value for user-defined field Payment Terms before saving.”

10. There are three more choices under the line in the “Configure User-Defined Fields” box.  These are mutually exclusive, and only the first is used for linking to a contact manager.  Click on “Retrieve Contact Manager Field.”
11. In the box to the right of “Retrieve Contact Manager Field,” type the exact field item name from the Contact Manager Link Table below.  For the first user-defined field in ACT!, you would type:  User_1
12. Click the OK buttons on the three open windows.  You have completed a link to your contact manager fields, and can now choose the field in QwikQuote’s Layout (click on the “Field” button.)  Place it wherever you prefer on your quote design.

See ACT!; GoldMine; Maximizer Link Table, in the QwikQuote Help file. i.e. “ACT! Link Table”

QwikQuote communicates with ACT better than other quoting programs. Let’s see

how:

QwikQuote Links

To versions 4.0, 2000/5.0, 6.0, 2005/7.0, 2006/8.0, 2007/9.0, 2008/10.0, and 2009/11.0

Information from ACT to QwikQuote

Figure 1: QwikQuote and ACT work seamlessly together. Salespeople will no longer

have to remember what kind of pricing a customer gets. QwikQuote automatically sets

the proper price level based on your setting in the ACT customer contact record. Here is

just some of the information that can be linked:

• Contact information

• Shipping Address

• Pricing level

• Any other fields you consider important.

 Not all customers get the same pricing and QwikQuote makes it easy to set the

correct pricing level. No more checking and double checking to make sure an end user is

getting a discount reserved for your best customers.

Bring in other important fields from your ACT contact record. For example,

the ACT Customer ID for easy cross reference for your accounting department.

Customer contact and shipping address is brought over from ACT with one

click of your mouse.

QwikQuote grants you a non-exclusive license to:

• Use one copy of the Software on a single computer terminal connected to a single computer.
• Make one copy of the Software for archival purposes, or copy the Software onto the hard disk of your computer and retain the original for archival purposes. You may not copy the Documentation.
• QwikQuote will grant you up to three Activation Keys per license.  The three Activation Keys will be given to the customer that purchased the license only. 
• QwikQuote will grant the three licenses as long as the customer is current on their maintenance contract.

DEFINITIONS

The following definitions apply to the terms as they appear in this agreement.

· QwikQuote means Acending Technologies Corp., publisher of QwikQuote software, 2 Buttonwood Street, Crosswicks, NJ. Phone: 609-291-9276

· Software means the computer program contained in this package or download, and all updates to the computer program. The term also includes all copies of any part of the computer program.

· Documentation means the user’s manual(s) and other printed materials accompanying the Software

· Product means the Software and Documentation.

COPYRIGHT/PROPRIETARY PROTECTION

The Product is owned by QwikQuoteor its suppliers and is protected by United States and intentional copyright laws and intentional trade provisions. You must treat the Product like any other copyrighted material. This license and your right to use the Product terminate automatically if you violate any part of this agreement. In the event of termination, you must immediately destroy all copies of the Product or return them to QwikQuote

You may not:

· Modify, translate, or merge the Software with another pro-gram, except for your personal use on a single computer. Any modifications to the Software are subject to this agreement.

· Reverse-engineer, disassemble, de-compile, or make any attempt to discover the source code of the Software.

· Sublicense, rent, or lease any portion of the Product. You may, after written notification to QwikQuote, transfer the entire.

Product on a permanent basis to another person or entity provided you retain no copies of the Product and the recipient agrees to the terms of this agreement. If you have received an update to the Software, any transfer must include the update and all prior versions of the Software.

· Operate multiple copies of the Software on a network unless you have purchased a network license.

LIMITED WARRANTY

QwikQuote warrants the disks on which the Software is distributed to be free from defects in materials and workmanship and that the Software will perform substantially in accordance with the Documentation for a period of 30 days from your receipt of the Product. Any written or oral information or advice given by QwikQuote dealers, distributors, agents, or employees will in no way increase the scope of this warranty.  If the Product fails to comply with the warranty set forth above, QwikQuote’s entire liability and your exclusive remedy will be replacement of the disk or, at QwikQuote’s option, QwikQuote’s reasonable effort to make the Product meet the warranty set forth above. This limited warranty applies only if you return all copies of the Product, along with a copy of your paid invoice, to QwikQuote Development Corp. within 30 days of the date you received the Product. If QwikQuote is unable to make the Product conform to the above warranty, QwikQuote, at its option, will refund all or a fair portion of the price you paid for this package. Any replacement Software will be warranted for the remainder of the original 30-day warranty period or for 30 days from the date you received the replacement, whichever is longer.  These remedies are not available outside of the United States and Canada.

QWIKQUOTE DISCLAIMS ALL OTHER WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THE PRODUCT. THIS LIMITED WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS. YOU MAY HAVE OTHERS, WHICH VARY FROM STATE TO STATE.

NO LIABILITY FOR CONSEQUENTIAL DAMAGES

In no event shall QwikQuote, its publisher, distributor, or suppliers be liable for any damages whatsoever (including, without limitation, damages for loss of profits, business interruption, loss of information, or other pecuniary loss) arising out of the use of or inability to use this QwikQuote product, even if QwikQuote has been advised of the possibility of such damages. Because some states do not allow the exclusion or limitation of liability for consequential or incidental damages, the above limitation may not apply to you. The foregoing limitations of warranty and liability inure to the benefit of QwikQuote’s licensors having an interest in the package.

ENTIRE AGREEMENT

This agreement constitutes the entire agreement between you and QwikQuote and supersedes any prior agreement concerning the contents of this package.

Answer: When you have anything on a screen and you need to send it just simply hold down your Control Key and while it is being held down hit your Print Screen Button. It looks like nothing happen, but it did put it on your clipboard. Now just open Word and paste the Screen Shot on a blank page. Attach that to your Support Ticket on the support page on our web site and send it along with an explanation as to when you received the error.

Click on picture to enlarge:

Answer: This is the type of message you will see if you are trying to install QwikQuote and you do not have sufficient rights. See below for Vista.

Administrator in Vista
In the Windows Operating System other than Vista or on a computer that has 3rd party protection software similar to Vista UAC, you can install QwikQuote properly with an Administrator Group User. If not, the QwikQuote installation program will prompt you for Administrator rights and the usual understanding of an Administrator Group User log in will work.
However, in Vista, the 1st user you set is an Administrator Group User it is not the overall Administrator. Therefore, the QwikQuote installation program is not able to advise you of this situation. If you just log in and try to install QwikQuote, you will see the above message.

Contact support@qwikquote.com if you feel you have sufficient rights and are still getting this message.