Idealist Consulting is dedicated to providing businesses and nonprofits with advanced technical solutions that help them run more effectively.

New Submit an RFP Page

Most of us have a love-hate relationship with RFPs. In an attempt to reduce some of the pain, we have developed a new landing page where you can send your RFP prospects directly. We’ll use the basic info they submit to vet whether it is a good match and respond accordingly. Then, we’ll keep you informed if they become a project. Check it out here:

Discounted Salesforce Training

You’ve probably heard by now that we offer a quarterly webinar on native functionality of the Nonprofit Starter Pack called “Salesforce Basics for the Accidental Admin”. It’s normally $85 for 3 hours of training, but we are pleased to extend a 50% off promo code that you may share with your prospects: just enter “idealistpartner” on the Eventbrite registration page here (next one’s April 23-24):

Emerging Solutions Webinars

We also have launched an Emerging Solutions webinar series that kicked off with a Salesforce1 feature last month and will feature Communities on May 1. Check it out here and let us know if you’d like to be a guest presenter on an upcoming webinar:

Fast-Forward Blog

We’ve had a great response to our guest blogging program with over 15 submissions already in 2014 – Conga leads the pack with the most popular post! Please contact Kirsten ( if you would like to submit posts in the upcoming months.

Who We Are flyer

We have created a partner flyer about our verticals and specialties to help you in referring clients our way. Check it out here:


I hope you find this info helpful and please reach out anytime if you would like to talk about ways we can work more closely together.


How to Verify and Rebuild Your QuickBooks Data: Video Tutorial from TrappOnline

Did you know that we recommend that you verify and rebuild your QuickBooks data every quarter? When was the last time you did it? Get to it!

Verifying and Rebuilding QuickBooks Data

Our partner, TrappOnline, has created a quick and simple video tutorial to help you through the process. You can find text directions below the video.


1. Admin Access to your company file ( local ) and single user

Important: If the company file is on a network drive, copy the file to your local computer before attempting to run this utility. Never rebuild or update a company data file that is located on a remote drive (for example, by accessing it over your network)

Verify Process:

  1. Choose Window > Close All.
  2. Choose File > Utilities, (or File > Maintenance in Simple Start), and then select Verify Data. If the message QuickBooks detected no problems with your data appears, you do not need to take further action.
  3. If the message Your data has lost integrity appears, there is damage in the file.
  4. QuickBooks displays instructions for using the Rebuild Data utility to attempt to repair the data damage.
  5. After you use Rebuild Data, use the Verify Data utility again to check for any remaining damage

Rebuild Process:

  1. Choose Window > Close All.
  2. Choose File > Utilities > Rebuild Data. (In Simple Start, choose Maintenance > Rebuild Data.)
  3. When a message warns you that rebuilding requires backing up your company file, click OK.
  4. At the bottom of the QuickBooks Backup window, click OK.
  5. If the backup fails, select Cancel at the Rebuild prompt. Then make a copy of the company file and try to use the Rebuild Data utility with the copy of the company file. Give the copy a unique file name. Caution: Do not try to rebuild your original company file if the backup is not successful. This may lead to permanent data loss.
  6. The Rebuild Data utility starts as soon as the backup is finished. Click OK when you get a message that the rebuild is complete.
  7. Close your rebuilt company file, and then reopen it to refresh the lists in the file.
  8. Choose File > Close Company.
  9. 9. Choose File >Open Company. Select the company you want to open, and click Open.

10. Review your check register and your Balance Sheet and Profit and Loss reports.

Why should I Verify and Rebuild my QuickBooks file?

From the Intuit support pages:
The Verify Data utility (akaVerify) is your primary tool for detecting transaction damage and list damage in your company data file. While and it does not detect all of the damage that might be in your file. Verify also detects damaged memorized reports and some list damage.

The Rebuild Data utility repairs transaction and list damage in your company file.
Verify Data detects many types of data damage; it can detect only the damage that it is programmed to find. Likewise, the Rebuild Data utility will only repair damage that it is programmed to fix. Both utilities record certain progress and errors in the Qbwin.log file in Windows and the QuickBooks.log file when using QuickBooks for Mac. The amount of time that will be spent running each utility depends on the size of the file, the speed of the machine and the condition of both.


InterWeave Payment Gateway now supports multiple Merchant Accounts from one CRM instance

InterWeave Smart Solution is proud to announce that their Payment Gateway now supports multiple Merchant Service Provider Accounts for one CRM instance. The Merchant Account is selected based on a field value for each particular record. The number of Merchant Accounts are dynamic (you can change at any time) and is unlimited. Multiple Payment gateways can also be set up – with multiple Merchant Accounts in each Payment Gateway.

We are pleased with the integration that InterWeave did for us for MAS 90 with Sales Force.

Hi Rob,

I’m currently out of the country, I’m attending a trade show in Spain, i’ll return to the states on the 11th. We are pleased with the integration that InterWeave  did for us for MAS 90 with Sales Force. InterWeave had a big challenge and they succeeded,




InterWeave Smart Solutions announces partnership with SMB Help Desk, Inc.

New York – January 29, 2014 – Integration Technologies, Inc. (IT), the market and technology leader in on-demand Solutions Integration, today announced their partnership with SMB Help Desk, Inc. to provide a comprehensive administrative and integration support for its Salesforce customers.

“We’ve been growing rapidly, and needed an improved support model addressed to an even larger segment of the SMB marketplace.” said Bruce Magown, CEO of InterWeave Smart Solutions. “Additionally, partnering with SMB Help Desk allows us to expand our Support with additional personnel, Solution  offerings and new training and support videos. Support is paramount for our customers and we intend to provide the very best for them.” said Magown.

“We are an organization that knows business and technology.” said Matthew Cleaver, CEO of SMB Help Desk. “ Founded in 2010, our goal was to provide you with a group of professionals that were passionate about strategically aligning technology with your business strategy so you could focus your time and effort on what you know best – growing your business.” said Cleaver.

“To have a Salesforce Consulting Partner that not only know Salesforce, eCommerce, QuickBooks and InterWeave – provides incalculable value to InterWeave’s customers.” said Bruce Magown, CEO of Integration Technologies, Inc. “Combined with our other vendor partners; Trapp Online for QuickBooks Hosting and Jon Debach for Magento Consulting, this is a full service offering for our customers.” said Magown.

“Regarding our Smart Solutions, you don’t need to be a technical resource, analyst or developer. We supply the Smart Solution, the servers, the solution specialist personnel, but most important; we supply the application knowledge at a process, data and technical level through years of working with them – in configurable form.” Said Bruce Magown, CEO of Integration Technologies, Inc. This is available today. There are a variety of InterWeave Smart Solutions available; from CRM, Financial, ERP, eCommerce, Billing, to complete Quote and Order Management in iOffice. Contact us at 203 274 5226, email or go to for more information.

About Integration Technologies, Inc.
Integration Technologies is a pioneer in the development of Smart Solutions for uniting systems, legacy applications, databases, workflow’s, and Web services, from within and across the enterprise as a service; and then extends those systems to connect with their suppliers and customers. As a leading Systems Integration solution, Integration Technologies InterWeave Smart Solutions offer a rapidly deployable and infinitely scalable Solutions for integration of business-to-business, business-to-consumer connectivity, business processes optimization and application integration. For more information, please visit

About SMB Help Desk, Inc.
Our team is our (and your) greatest asset.  Made of individuals that want to work with you and love what they do every day.  We espouse diversity.  We look for three core values in every member of our team.

  • Professional.
    You want to work with professionals that believe in their company and your business.  Our team is just that – we are professional consultants that are comfortable traversing your organization.  You can feel comfortable having our team work with anyone at any level in your company with consistent results.
  • Passionate.
    Technology and cloud are at our core and we are passionate about the technologies that we work with.  You want a partner that loves technology and is knowledgeable. We emphasize and embrace learning on our team.  We want to know what’s new in the industry and how it can be used to help you.
  • Fun.
    We don’t wear suits to work and put together long PowerPoint presentations that help you sleep at night.  We like to have fun while we work.  At the end of a long day cocktails are appropriate.

For more information, please visit

Thanks for the meeting today it was helpful to actually see the iOffice package in action.

Hey Guys,

Thanks for the meeting today it was helpful to actually see the iOffice package in action and we feel very comfortable moving forward.

Oliso | farshad moinzadeh | product development manager

InterWeave Smart Solutions announces Pre-Configured Salesforce_QuickBooks Solutions

InterWeave Smart Solutions is pleased to announce Pre-Configured Salesforce_QuickBooks Solutions for our small to mid-sized companies. In addition to our fully configurable models which have been available for the past eight years, InterWeave Pre-Configured Solutions include both Accounts Receivable and Accounts Payable features which are ready to go; you select the exact Accounts Receivable and Payable components you need. Available Solutions include:

Accounts Receivable

  • Basic Accounts Receivable
  • Basic Accounts Receivable + Sales Orders
  • Basic Accounts Receivable + Jobs + Quotes
  • Basic Accounts Receivable + Sales Receipts + Payments
  • Basic Accounts Receivable + Invoices +Payments + Credit Memos
  • Basic Accounts Receivable + Sales Orders + Quotes

Accounts Payable

  • Basic Accounts Payable + Single Purchase Order
  • Basic Accounts Payable + Multiple Purchase Orders
  • Basic Accounts Payable + Bills

Setup & Support

Basic Setup and Support are included, but you have additional options like Custom Solution Development, support for Multiple QB files, Bulk Loading records from prior years, ACH/CC  Payment Gateways, eComerce and Database Gateways  and much more with our fully featured models. There are a few other Integration Solutions out there but none provide the level of configuration and flexibility InterWeave Smart Solutions provide.

Why InterWeave Saleforce_QuickBooks Solutions is the best

“We are very excited to be able to offer Pre-Configured Salesforce_QuickBooks Solutions to our new and existing Salesforce clients,” said Bruce Magown, founder and CEO of InterWeave Smart Solutions. “Adding Pre-Configured Solutions to our other fully configurable Solutions gives InterWeave customers the opportunity to select the model that supports their business process and workflow and is operational in a very short time period.” said Magown.

How It Works

InterWeave’s new Pre-Configured Integration Solutions provide a bi-directional synchronization between your Salesforce and QuickBooks that allows end users the opportunity to see their QuickBooks data in Salesforce, and Salesforce users can create the corollary transactions in QuickBooks, eliminating double entry and giving salespeople direct visibility into their Accounts financial status. Users have the ability to choose uni or bi-directional synchronization object level; Items in QuickBooks can be a Master over Products in Salesforce, and Accounts in Salesforce can be Master over Customers in QuickBooks. Synchronization time intervals are set by you, dictating how frequently the sync occurs at object level.

For more Information

There are a variety of InterWeave Smart Solutions available; from CRM, Financial, ERP, eCommerce, Billing, ACH/CC and more. Contact us at 203 274 5226, email or go to

LiquidFrameworks’ FieldFX product suite, complete mobile field operations management solution, now integrated with InterWeave

A Seamless Workflow for Field Service Companies

LiquidFrameworks’ FieldFX product suite is a complete mobile field operations management solution, providing companies in the oil and gas, industrial and environmental services industries with the ability to organize and manage jobs, quotes, field ticketing, equipment, contracts, price books, and labor, along with customer-specific electronic forms such as safety incidents, inspections and other operational data reports.

Experience Benefits Office-Wide with FieldFX

Companies that deploy FieldFX report numerous benefits including increased cash flow, invoice accuracy, and revenue capture, as well as labor reduction, contract compliance, business process improvement, and more.

Reduce Days Sales Outstanding

Many service companies suffer with high Days Sales Outstanding (DSO) amounts due to the slow, redundant clerical process of paper-based, Excel, and other manual systems. FieldFX makes your existing processes more efficient, allowing you to speed up the process to collect field data and reduce the time required to invoice your customer. This streamlined approach between field operations and accounting will result in a dramatic reduction in your Days Sales Outstanding.

Streamline the Job-to-Invoice Process

Operations, field personnel, and accounting utilize FieldFX in the office and the field to produce a more streamlined, efficient and valuable job-to-invoice process. Price books, staff, labor rates, equipment, materials, and job related documentation are kept in one consolidated solution, allowing you to reduce mistakes in job quotes and invoicing and avoiding dispatching duplicate jobs or unavailable equipment.

Increase Efficiency with the Ability to Work in Remote Locations

Field crews often work in remote areas without reliable internet service but they need to stay connected. FieldFX works both online and offline, so your field workers can perform the job, make changes to the ticket, attach any related photos or documents, and record any relevant site data. When the crew member returns to an area with internet access, they simply synchronize their PC or tablet with FieldFX and, with our industry-leading sync times, the information is available to invoice.

Customizable Alerts Ensure that Everyone is In-the-Know

FieldFX has an alert engine built into the system enabling users to set up email or text message notifications throughout the workflow process. Alerts, including when, why, and to whom they are sent, are all customizable.

  • Notify sales, operations, accounting, field personnel, and more
  • Triggering events can include ticket and job status changes and the status of aging tickets and jobs
  • Alerts can include immediate SMS texts and emails, daily emails, or weekly emails
  • Filter alerts by office, customer, business segment, and crew
  • The alert engine can be used throughout the FieldFX E-Field Ticketing and Job Scheduling modules

Explore the FieldFX Product Suite

FieldFX consists of seven configurable modules designed to meet your unique needs.

E-Field Ticketing

An easy-to-use electronic field ticketing solution that works in the office or the field, online or off.

Job Scheduling

Manage jobs, personnel, and equipment with qualifications and notifications.

Business Intelligence and Analytics

Improve decision-making by generating powerful custom reports with field data.


Salesforce for small businesses gets thumbs up from one small biz

Date: Dec 03, 2013

SAN FRANCISCO — No one can argue that small businesses have it easy. With smaller bankrolls than some of their larger competitors, anything that can help them operate on a budget is seen as a blessing. With Salesforce for small businesses, easy fixes apps can mean big changes in day-to-day life within the company.


School of Rock hums with help from Salesforce apps

Salesforce app fixes network problems

We caught up with James Christy, vice president of business development at Postali LLC, a small legal advertising firm in Columbus, Ohio, at Dreamforce 13 to talk about how he benefitted from attending the conference and what he found most valuable during his time there.

Christy said that he and his co-workers wanted to look into matters that often get overlooked in time-crunched small businesses and discussed goals for his company that include streamlining their processes, adopting marketing automation and picking up other how-to tips.

“Hearing about how many apps, add-ons and new technologies are available every day is inspiring,” he said, adding that he and his colleagues look forward to trying out the Salesforce apps and seeing how they can be used. to Join OpenStack Cloud Project

The standard-bearer for the software-as-a-service movement will make its platform available on computing equipment running an open source operating system. Inc.CRM +0.06%, the cloud-based software vendor, will make its services available on servers running an open source operating system known as OpenStack, according to Graham Weston, chairman and co-founder of Rackspace Hosting Inc., a cloud vendor which has been promoting OpenStack for several years. declined to comment for this article, saying it does not “comment on rumors or speculation.”, which developed a popular cloud-based contact management application for salespeople, has been broadening its offerings to include other business functions including marketing and human resources. The principle of public software-as-a-service is that customers don’t have to purchase computing equipment, and can further reduce their expenses by sharing the cost of infrastructure with other customers. Salesforce has developed a platform that other vendors can use to develop and market other services, such as time or expense management, creating new revenue streams for But has been criticized for having developed its platform using a proprietary computer language that makes it difficult for customers to switch to another vendor.

The move to OpenStack will help the company attract more developers to write applications for its services platform by giving them confidence that whatever applications they develop will also work on other cloud platforms. It will also give comfort to businesses concerned that they would be unable to transfer applications and data created with those applications, should they want to switch vendors and sever their relationship with

Mr. Weston, whose company offers Web hosting services for businesses, said OpenStack “puts all the power back in the CIO’s hands” because it means they’re free to move their data to any cloud vendor that uses OpenStack. “No CIO in America should subject themselves to being locked in at the infrastructure layer,” he told CIO Journal during a telephone interview Friday.

The OpenStack website lists as members computer equipment makers such as Dell Inc., Hewlett Packard Co., Cisco Systems Inc., and Intel Corp., and Web hosting and cloud infrastructure firms such as DreamHost LLC, Liquid Web Inc., and CloudScaling.

According to Denis Pombriant, principal analyst for independent research firm Beagle Research Group LLC, adopting OpenStack “is a good business move” for The company recently introduced a new platform, Salesforce 1, which helps customers develop new applications and manage existing applications running on its earlier platform without having to create separate interfaces between them. “That’s a tremendous boon to any enterprise that’s looking to host its business applications on a futuristic, modern platform,” he told CIO Journal.

Rebecca Wettemann, vice president of research for Nucleus Research Inc., says the new service allows to appeal to “a broader community of developers.” Perhaps more importantly, it helps position itself as a more open company. “Real or not, there’s a perceived lock-in [when becoming a customer], and open source will reduce concerns about that,” she said.

Michael Hickins, Editor, Wall Street Journal


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