How to Setup Quoting Software Links Module to ACT! (Web) 2011

Transcription

1 How to Setup Quoting Software Links Module to ACT! (Web) 2011 QwikQuote is lively integrated with ACT! Premium (Web) editions from ACT! 2007 to ACT! 2011 the latest one available yet. This model forms up your Quoting Software and Invoicing Software system neat and ingenious. In this document we demonstrate how to setup a sample quoting software and invoicing software system on the VMware Workstation virtual environment with Windows Server 2008 R2 Standard edition with all updates and security fixes from Microsoft applied, ACT! Premium (Web) 2011 version with hot fix 2, and Windows 7 Professional edition with all updates and security fixes from Microsoft applied to be used as APFW client running QwikQuote The process herein this document is similar to installing other versions of ACT! APFW editions. This feature and functionality supported for ACT! APFW 2011 of the quoting software and invoicing software in this document is implemented within QwikQuote version and later releases available on the QwikQuote web site Download page and Archives page. The installation package of QwikQuote Links to APFW on the APFW Web Server host computer is on a separated ZIP file called as QQ6LinksACT_WEB_Setup_2011.zip. Please contact QwikQuote Sales or QwikQuote Support for availability of this installation package. Those steps to install, configure, and run QwikQuote Links Module to ACT APFW 2011 to develop and materialize your sales quoting software system are demonstration and for example only. You can use other similar steps you prefer to get the same goal for installing APFW on the VPC Server and configuration with QwikQuote Links Module to create your own quoting software and invoicing software environment. Basically the following steps are encompassed to setup a full functional Quoting Software and Invoicing Software system that has all features, behaviors and functionalities to do sales quotes in real home and small business atmospheres. 1. Install ACT APFW 2011 on your APFW Server. 2. Run ACT! APFW in Built-in Administrator Rights Role to do Web Site Administration Tasks 3. Install and Run QwikQuote on the APFW Host Server 4. Install Quoting Software Links Module to ACT! APFW 2011 on the APFW Host Server 5. Configure QwikQuote Links to APFW on the APFW Host Server 6. Quoting Software Links Module to ACT! APFW 2011 Rocks at Work Note: If you encounter any issue or difficulty regarding install, configure, and run QwikQuote Links Module to ACT! APFW in your QwikQuote the Sales Quoting Software and Invoicing Software system setup please contact QwikQuote Tech Support by or call for help. 1. Install ACT APFW 2011 on your APFW Server Follow detailed instructions from ACT APFW documents to install and run ACT APFW 2011 on your APFW Server. Configure and register it correctly according to your sales quoting software prerequisite and conditions so that you can logon and run your version of ACT APFW precisely and perfectly satisfactorily on your APFW Server. In this sample, we use free trial 30 day grace period of ACT! Premium (Web) 2011 version Hot Fix 2. And we use the demo contact database ACT2011Demo.PAD in this sample. The host serve of APFW is Windows Server 2008 R2 with all Windows security and updates applied. During the installation progression when asking to add the Windows features of.net version 3.5 on the popup dialog we did it from Windows Program and Features. Turn Windows features on or off as below: And when asking if to switch the IIS server form 64 bit configuration to 32 bit configuration so that we can continue to install and run ACT APFW on 32 bit IIS Server environment to test our quoting software we agreed to do that for the purpose of this sample. (In fact, this Windows Server 2008 R2 is only setup for this test APFW Sales Quoting Software system) After all set correctly, you can logon and run ACT APFW with Chris Huffman on ACT2011Demo contact database

2 such as screenshot picture demonstrated below: 2. Run ACT! APFW in Built-in Administrator Rights Role to do Web Site Administration Tasks If you just try to run ACT APFW on your APFW server and attempt to run AFPW Web Server administration you will get the following error message informing you that you need built-in Administrator rights to perform the task. Such as the screenshot displayed below: In this case, you need to close the running copy of ACT APFW in this quote software and use the right-mouse click at the ACT icon and choose the 'Run as administrator' menu command such as the screenshot picture shown below: from popup menu When the ACT APFW is trying to start up in Administrator role, for the security of the computer and your quoting software, the UAC (Widows User Access Control) check will check and ask the onsite UI administrator permission to prove and allow the ACT APFW application program to run in built-in Administrator rights role. In windows 32 bit Vista and Windows 7 computers, it will directly show the User Account Control dialog as screenshot image below. However on the Windows 64 bit computers with Windows 64 bit OS of Vista 64 bit edition, Windows 7 64 bite edition, Windows Server 2008 R2 (witch only has 64 available) you will see the collapsed blinking icon on the Windows Task Bar on the bottom of the screen. Such as the screenshot piece of portrait below: Note: This might pose a problem if you had choose to auto hide the Windows Task bar If you do not seen anything happening after you click at the 'Run as administrator' menu command

3 you should move you mouse to the bottom of the screen to see the Task Bar and the twinkling icon as above. When the User Account Control check asking your approve, you should agree to run ACT APFW in your quote software by pressing the Yes such as the screenshot image presented below: button When run in built-in Administrator rights role, you should be able to run ACT Web Site Administration and test and configure web access and set the ACT2010Demo contact database to be used in Web environment by following ACT Premium for Web document instructions similar as the screenshot image shown below: After that, test you can connect and use ACT by APFW by both on the APFW Host sever and remote Internet access approach, such as the screenshot pictures displayed below taken from our virtual quoting software test environment.

4 This shows that your APFW Server is setup and configured to run properly. Then you can continue to install QwikQuote on the APFW Server host computer the same way as you install on any other computer and then install QwikQuote Links Module to AFPW to form up your sales Quoting Software system. 3. Install and Run QwikQuote on the APFW Host Server The procedure for install QwikQuote on APFW Host Server to construct your Quoting Software and Invoicing Software system is the same as to install QwikQuote on other confuters. In most of cases, QwikQuote should download, install, and run properly without any issues if you are following program popup message that states the might be problem come across and solution and suggestion to settle the issue down. However, if you have encountered a problem installing QwikQuote you may download and review the general Download and Install documents at: And pay special attention to the document related to your Windows Operating System. In the sample Quoting Software and Invoicing Software case of this document, after successfully install and configure QwikQuote, you should be able to run QwikQuote right on the APFW Host Server. QwikQuote is fully sustained working on all Windows 64 bit OS. After successfully installed QwikQuote on APFW Host Server you should first configure it to run properly in the normal quoting software setups integrated with ACT The following screenshot image demonstrated that QwikQuote is working properly on the ACT APFW Host Server not in normal mode (Not using APFW mode) in the Quoting Software setup. 4. Install Quoting Software Links Module to ACT! APFW 2011 on the APFW Host Server Please contact first with QwikQuote Sales or QwikQuote Support for installation package file named QQ6LinksACT_WEB_Setup_2011.zip. Then try to un-zip it into a folder where you have full Control rights so that you can un-zip and run the setup executable software program from therein. Such as the screenshot picture presented below:

5 Then you can double-click at the Setup.exe to start the installation of QwikQuote Links Module to APFW When asking if you want to allow the setup program to run by UAC, you should agree to run the setup program by pressing the Yes button as screenshots shown below: If the computer does not has the Microsoft.NET Framework 4.0 installed it will try to download from Microsoft web site and install it on this machine. When asking whether you accept the terms of the pending license agreement, you should push down the Accept button to continue: Then to download will starts as screenshot presented underneath: After the download completed, the Windows UAC will ask your permission to run dot Net framework 4.0 installation executable. Such as the screenshot image presented below:

6 You should chose the Yes button to continue and the Microsoft.NET Framework 4.0 installation run as screenshot image below: After.NET Framework 4.0 completed successfully, the QwikQuote Links to ACT! Web module install will start similar as the screenshot shown below: You should press the Next button to continue: On the Installation Address dialog window, you should accesp default values. And you should press the Next button to continue: On the Confirm Installation window, you should press the Next button to continue. And the QwikQuote Links to ACT! Web module installation process runs as:

7 The actual installation will take lest than 1 minute. And then the Installation Complete window will show up as the screenshot image shown below: And you push down the Close button to fullfill the installation of QwikQuote Links Module to APFW 2011 in this sample Quoting Software and Invoice Sofware setup. 5. Configure QwikQuote Links to APFW on the APFW Host Server Note: Basically, the configuration QwikQuote Links Module to APFW 2011 on the APFW Host Server is exactly the same for you to do this on any other computers to run QwikQuote in the Quoting Software and Invoicing Software system. In practical deployment of your business quoting software and invoice software system it is a good idea and very helpful support understanding and skills to configure and test and ensure everything is working suitably right on the APFW Host Server. This will help you to debug and test the QwikQuote Server settings valid in your quoting software and invoicing software system with far more quicker round-time for everything is actually run on the same APFW Host Sever computer. The key point in this step is to configure and test QwikQuote Links Module to APFW by way of Internet so that there is no need to install, configure, and test any ACT contact manager software on the APFW Client PCs. If you have a very large ACT APFW client base, this will save lots of ACT support tasks and ensure your company contact information will not be disclosed and leaked in case notebook lost or other instances. The very configuration process of tasks in the QwikQuote Links Module to APFW 2011 can be performed on the QwikQuote 6 Options dialog, Contacts tab, and involve the followings steps that can be referenced to the following screenshot presentation:

8 a. Start QwikQuote to run as normal by double-mouse click on the shortcut icon on the desktop. This will start and run QwikQuote as normal. b. Open QwikQuote 6 Options dialog by pressing the Options button on the QwikQuote tools bar. This will bring up the QwikQuote 6 Options dialog. c. Choose the Contacts tab on the QwikQuote 6 Options dialog. This is to set parameters of QwikQuote links to ACT d. In the Contact Manager section, choose to use the ACT! 2005 to 2011 e. In the Create/Update Sales Forecasting to ACT section, set the following choices f. In the logon information section, enter the logon information for the ACT2011Demo Contact Database default user the famous Chris Huffman g. In the ACT! Contact Database Location section choosing the ACT! Web Sever as h. In the ACT Web Site input box, enter the default IP address pointing back to the APFW Host Server itself as: i. Mouse click at the Find PAD File button to 'Get PAD Files from ACT! APFW' Server. When warming by the internet explorer Enhanced Security with the following message: You should add the IP address into the Internet Explorer Security Trusted Sites List as below: And when the information prompted for adding ACT! APFW web site to Internet Explorer Trusted Sites List as below Try to add is the save as above for the APFW Web site as below: After logon to the APFW Server and get the published ACT! Contact Databases for Web uses you can choose the proper Contact Database PAD file to use. Such as the screenshot picture shown below:

9 now press the OK button to save your settings in the quoting software and invoicing software system. Note: When see the following message when test or run QwikQuote Links Module to ACT! APFW you should follow the information in the message to call us at or to QwikQuote Sales or QwikQuote Tech Support for help. Note: To keep synchronization between APFW Contact Database and the sales quotes information in the QwikQuote quoting software and invoicing software system, be careful to use the same ACT logon credential and contact database PAD file in the Internet Explorer logon and QwikQuote. Otherwise, confusion might cause by those 2 applications in your quoting software and invoicing software system talked to different APFW Contact Databases in case you are using more than one contact database in IE. This should not be a problem if you only use 1 ACT APFW Contact database in the quoting software. Now, your QwikQuote quoting software and invoicing software system get ready to go making sales quotes in QwikQuote by using contact information in APFW Contact database and feedback sales quotes information into APFW and keeps them coordinated when sales quotes changes in QwikQuote. Let use our sample quoting software and invoicing software setup to make a simple quote to demonstrate and prove how it works out. 6. Quoting Software Links Module to ACT! APFW 2011 Rocks at Work QwikQuote Links Module to ACT APFW 2011 uses Web Services to get contact information from ACT Contact database on the ACT APFW Server for sales quotes compilation in the quoting software and invoicing software system and also use web services to feedback sales quotes information and keep then synchronization with sales quotes changes when changed in the quoting software and invoicing software. You can understand this fashion as extended local network where the ACT Contact database is stored in somewhere local network computer. In fact, after successfully install and configure the QwikQuote Links Module to ACT APFW 2011, the rest of usage within QwikQuote is much the same as for local ACT database. So there is really no difference from end user s point of view doing sales quotes process. And the following sample shows you how Quoting Software Links Module to ACT! APFW 2011 Rocks at Work. You can start and run QwikQuote as normal and press the 'Find Contact' button to find contact information in the Contact Database on the APFW Web Server as below: You can the mini-search pad to further filter the contact you want to work with in the quoting software system and the search condition of Search in field and Search for value for next time re-use in finding APFW contact. After you located you contact, press the Select button will bring the contact information form ACT contact database on the APFW Server into the current sales quote in QwikQuote. Such as the screenshot image below:

10 Then we add a few product/service pieces in to this mockup sales quote and try to save it. You can see and witness that the QwikQuote 'Links to ACT! WEB' dialog jumps out without any ACT application software program running. You can press the OK button to feedback and store this test sales quote information into APFW. Then you can open ACT right on the APFW host server to check and conform that the Sales Opportunity, Notes History, Activity, as well as document links you choose to create at the moment saving quote information into APFW contact database are all saved correctly on the ACT Contact Database on the APFW Web Server host computer, the instance is posed on the screenshot below:

11 As we have revealed above that the configuration for a typical APFW client with QwikQuote is much the same as we do right on the APFW host server in the sample configuration we have done above. In this test VMware Virtual Network, we use the NAT IP address directly as demonstrated in the screen shots shown below. You can notice that it is very similar actually it is precisely the same as we did on the APFW Host Server. And after we do a quote and

12 Make a neat and graceful sales quote by adding 2 pieces of Product/Service items into the current sales quote and then save the quote information into APFW Contact database on the APFW Web Server as screenshot picture below: After saved the quote information on to the APFW Web Server Contact database, we can check the information right on the APFW Server as:

13 Or check the save quote information in the APFW host server contact database right the IE running APFW Client. Such as the screenshot shown below: This demonstrated the neat and effective sales Quoting Software and Invoicing Software setup comprised of ACT! APFW 2011 and QwikQuote version Enjoy your QwikQuote the simplest and most intuitive professional Sales Quoting software and Invoicing software in the market. Quoting Software Links Module to ACT! APFW 2011 Rocks at Work C:\inetpub\wwwroot\QQ6LinksACTWEB\Web.config