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ACT! -
AddOns - Stonefield Query™ QuoteWerks Integration |
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Will be Integrating with Stonefield Query™!
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Stonefield Query Reporting Solutions
Stonefield Query | ACT! Integration | QuoteWerks Integration
Stonefield Query for QuoteWerks® is a user-friendly report writing, query, and data mining tool designed specifically for QuoteWerks. You no longer need to call an IT specialist every time you need a report. Now your sales staff, administrative staff, and management can create their own reports in minutes. Stonefield Query for QuoteWerks can handle all of your reporting needs.
Testimonial: Stonefield use's QuoteWerks on a daily basis and found the standard reports were limited and the report designer was challenging at best. To meet our own reporting requirements, Stonefield Query for QuoteWerks was created.
ACT! Specific Features
- Supports QuoteWerks Version 4.0 Build 1 and above.
- Supports QuoteWerks SQL and Access backends.
- 21 pre-defined reports to get you started.
- All table and field names have been captioned with user friendly titles. There's no need to know real table and fields names.
- Calculated Fields have been created to make report building eaiser. Use built-in calculated fields like "Days Open" and "Item Margin" without the need to know or understand how to format the data. Build your own calculated fields with the Stonefield Query SDK.
- Quote, Order, and Invoice revisions are excluded from queries by default for your convenience.
Other Stonefield Query Features
- Report Types: Choose from four different report types: Quick Reports (row and column layout), Charts/Graphs (pie, bar, etc.), Cross-Tabulation Reports (like pivot tables, for analysis), and Labels (mailing, barcode, etc).
- Report Templates: Choose from one of the supplied templates or use the Template Editor to build your own.
- Report Sample: See a snapshot of what the report looked like the last time you ran it.
- Report Scheduler: Automate reports that need to go out on a regular basis.
- Report Preview: See what the report will look like at each step of the report building process. There's no need to save and exit before viewing.
- Role-based Security: Control access to a single report, group of reports, and/or specific modules by assigning users to groups. This allows you to restrict access to sensitive data.
- Unlimited Reports: Create an unlimited number of reports.
- Favorites: Save frequently used reports into your user-specific Favorites folder for quick access.
- Output Types: Stonefield Query supports output to comma-delimited (CSV), Microsoft Excel® (XLS), Microsoft Word® (DOC), PDF, Rich Text Format (RTF), Table Format (DBF), Web Page (HTML), and XML.
- Email Reports: Use a SMTP or MAPI email client to quickly email reports through Stonefield Query.
- Label Wizard: Select any data in your system and choose from 87 different Avery label formats.
- Advanced Report Designer: Customize the report layout beyond the report wizard settings using the Advanced Report Designer for complete report control.
- Customize SQL Select: Stonefield Query automatically generates a SQL Select statement for the report once fields have been selected. Advanced users can customize the statement if desired.
- Detailed Help File: Read through our detailed online help or our 240+ page PDF reference manual. Topics include Tutorials, Using Stonefield Query, Menu Functions, How To, and Frequently Asked Questions.
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