I’ve been following this thread and also find this to be useful.

I went into the Sample Company (x:\softrak\acwin\samdata\*.sam) to give this a shot.
It works nicely when I create a new Quote for a Customer.

But, if I choose to create a new Quote for a Prospect, I receive an Access Violation error.

I am using SalesCQ 8.1C (150226). DIC reports no errors.