Localizing quote files

Localizing quote files

The ACT! Quotation feature depends on maintenance of a special relationship between two files in the Specials section:

Quote.adt – A Word 2000-format file containing an embedded Excel spreadsheet that displays the quotation detail line for each product in the quotation. The spreadsheet maintains its own grand totals.

Quote.xlt – The embedded spreadsheet component.

Although Quote.adt contains an embed of Quote.xlt and does not link to it, some ACT! Features need to refer to Quote.xlt directly. Others use Office Automation to refer to and operate the embedded spreadsheet in Quote.adt.

For each locale, translate this file pair as follows:

1. In Excel 2000, translate and save Quote.xlt.
2. In Word 2000, translate and save Quote.adt.
3. In Quote.adt, in the Reveal Codes view, locate the spreadsheet embed block {EMBED Excel, 8} and carefully delete it, precisely maintaining the cursor position.
4. Re-embed the translated Quote.xlt file in the same place by clicking Insert, pointing to Object, and then clicking From File, leaving both special-handling check boxes cleared to create a new embedded, not linked, object.

This should result in an identical EMBED statement as you deleted.

5. In the Reading page view, select the visible spreadsheet embed, and then examine the object properties with “Format Object…”.
6. In the Web tab, insert the object codebehind name Quote into the empty box. This is the name by which the quotation feature finds the spreadsheet component.
7. Return to Normal page view.
8. Save and exit.
9.  In an ACT! Installation of the target locale, verify that you can:
   • Click Other Files… from the Write menu, select Quote.adt, and view the translated quotation form and blank spreadsheet embed.
   • Add an Opportunity to a contact, create at least one product with nonzero values for it, click Quote, and see the same translated quotation form with spreadsheet. The values you entered for each product of the opportunity should be filled in the spreadsheet and summed. Verify that all columns are visible.