QuiKer Knowledge Base
Learn how to install & master QuiKer by watching short video tutorials, reading the FAQ section, and downloading the Installation Guide and User Guide
Click to view & download the Installation Guide for complete installation instructions.DOWNLOAD
Click to view & download the User Guide to share with all QuiKer Users in your Agency. Knowledge is power!DOWNLOAD
Click to view & download the QuiKer Troubleshooting Guide to view common User issues and solutions.DOWNLOAD
QuiKer Video Tutorials
Key QuiKer Features
QuiKer Suspense Options
With QuiKer, Users can create, edit & complete Suspense directly within Outlook. Check out this tutorial video to see exactly how these features work.
COMING SOON: Print to QuiKer
QuiKer's new Printer feature (coming soon!) allows Users to choose ‘Quiker Printer’ when printing a PDF to pull it right into the Create Activity Only screen for easy attaching!
QuiKer System Requirements
QuiKer is optimized for Microsoft Outlook version 2010 and higher; however, QuiKer has been effective on every version of Microsoft Outlook, except for 2007. If you experience any issues with a particular version, please email us at firstname.lastname@example.org, so we can fix it!
QuiKer installation with AMS360 in the cloud can be performed without IT technician assistance. If your Agency works with AMS360 In-house, please email QuiKer's Helpdesk for directions on how to start your Trial.
- Office 365
- Windows 7 with Service Pack 1 or Above
- Windows 10
- Microsoft .NET Framework 4.5 or Above
- Some Users on Windows 7 with Outlook 2010 may need "Visual Studio 2010 Tools for Office Runtime"
What is my Agency-ID, Username and Password for QuiKer?
Only the person (people) in your Agency with access to the Administration Tab in your AMS360 database can create these credentials for you.
QuiKer does not store User credentials or have access to any Agency's AMS360 database. You will need to contact your Agency Administrator and have them follow these steps to either CREATE or RECOVER your API Credentials for QuiKer:1. In AMS360, navigate to the “Administration” Tab in the top ribbon2. Select “Web Service API” from the left-side menu3. Click “New” to create credentials, or click and highlight an existing User and click “Edit” in the top right corner of the box4. Here you will see Login ID (This is the API Username)-- create a Username, or notate the Username of an existing User5. Create and verify a Password (Password must have 1 Uppercase, 1 number, and no special characters)6. Make sure to click the “Check All” button in the Entity Access section on the bottom half of the screen (This must be checked or the User will receive an ERROR)7. Click “Save + Close” in the top left corner and give the User these credentials
How do I see a list of activated computers?
You can actually go online to access the list of activated computers under your Agency License Key, here. All you need to do is copy and paste your License Key and click “OK” to pull up your list.
The activations are bound to each computer name, so you’ll need to match up computer names with your Users. If the computer naming convention does not make it clear which computer is registered to which User, here’s how you locate a computer name:
- Go to the Start Button
- Type in “System Information” in the Search field
- The computer name is listed as the “System Name” within this window
Once you’ve identified which computers you need released from the License Key, email email@example.com with the computer names to be released.
"An error occurred while trying to get the cache data. QuiKer will close." Message
QuiKer is not properly configured to the Agency databse. To resolve this issue, you will need to retrieve ANOTHER QuiKer User's credentials (Username and Password), then follow the steps below:
- Close Outlook
- Open the Windows Explorer and follow this file path: (C:) Users > (USERNAME OF QUIKER USER) > AppDataRoaming > The Human Equation > QuiKer AddIn > Data
- Delete everything in this folder
- Re-open Outlook
- Enter in the Agency ID, and the Username and Password of a WORKING QUIKER USER
- Then, in the second box that asks for "Employee First Name" and "Employee Last Name", enter in the ACTUAL USER you are trying to setup
- Create a test Activity or Suspense to ensure everything is saving in AMS360 under the actual User.
I got a new computer. How do I re-activate QuiKer on my new computer?
You will need to contact Helpdesk to release your old computer from your Agency License Key. This will free up your license seat to install QuiKer on your new computer.
You can chat with us, or call Helpdesk at 1-800-521-9667.
I am receiving an "Invalid API Credentials" error message. What do I do?
QuiKer does not have access to, and does not store, your Agency-ID or API credentials. You will need to verify your credentials with the AMS360 Administrator in your Agency.
Each User must be assigned a Username and Password. Passwords must be at least six characters, with 1 number and 1 Uppercase letter. *No special characters are permitted in the API Username and Password.
The "Check All" button must be selected for each Employee for QuiKer to properly connect.
What do I do if Microsoft Outlook disables QuiKer?
Follow this two-step process to enable:
1. Click on File > Options > Add-Ins > Manage > Select “Disabled Items” > Click “Go” > Select QuiKer Add-In > Select Enable > OK.
2. Go to File > Select “Manage COM Add-ins” > Highlight “QuiKer Add-in” and Select “Enable”.
Why don't I see QuiKer Tab in my Microsoft Outlook Ribbon?
When the plug-in loads correctly, a QuiKer tab should appear in the Outlook ribbon. If the Tab does not appear, simply follow these steps:
Click on File > Options > Add-Ins > Go Next to “COM Add-Ins” > Check off QuiKer Add-In >OK.
What do I do if QuiKer is prompting me to re-enter my information?You will need to contact your Agency's AMS360 Administrator for your Agency Number, WSAPI Username and WSAPI Password. Enter these credentials into the QuiKer dialog box. *Note: QuiKer does NOT store User information and cannot assist with User credentials.You may need your Agency License Key to activate QuiKer. The person who subscribed to QuiKer on behalf of the Agency will have this License Key, or you can email firstname.lastname@example.org for assistance.
If we have a Terminal server, does each User need a license?
You will only need to install Quiker one time on the terminal server, however, each user will need to input the Agency QuiKer license key on their local computer.
How secure is the transmission of data between AMS360 and QuiKer?
The connection is very secure, QuiKer uses HTTPS, which is an encrypted and secure transmission between the sender and receiver of information. QuiKer follows the TLS protocol, or Transport Layer Security, which maintains data integrity and privacy between computer applications.
What do I do if I receive an Error message?
Error messages are the result of a temporary disruption to internet connectivity/AMS360 server. Disruptions are resolved within seconds. The User can try again.
Our normal Helpdesk hours of operation are Monday-Friday 8:00 a.m.-4:30 p.m EST for all QuiKer-related technical assistance.
For emergency needs that surface after our regular Help Desk Support hours, we offer email support until 7:30 p.m. EST. Non-emergency support and technical issues that require a Remote session will be addressed during our regular operating hours.
Let our QuiKer experts know exactly what you are experiencing. Include as much information as possible!
Call the QuiKer Team at
1-800-521-9667. If you miss us, leave a detailed message & we'll get back to you ASAP.