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Version: 5.3    Build: 1.11    Release Date: 12/6/2017     Type: New     View All Features in Build
For ACT! users, when converting an existing opportunity to a closed opportunity the opportunity line items are now re-created. Also when the ACT! opportunity has been re-opened and the Quotewerks Order is re-saved, QuoteWerks will update the ACT! opportunity including all the line items.
Version: 5.3    Build: 1.07    Release Date: 11/30/2017     Type: New     View All Features in Build
ACT! for Web version 20 is now supported!
Version: 5.3    Build: 1.06    Release Date: 11/29/2017     Type: Fix     View All Features in Build
For QuoteValet users, when a customer selects options on QuoteValet that changes the quote total, if integrated with a CRM, the DTF file and Linked document attachment will be updated in the CRM, and you will be prompted to update the CRM opportunity if a CRM Opportunity has been created for the quote. This applies to ACT!, and ACT! for Web.
Version: 5.3    Build: 1.04    Release Date: 11/27/2017     Type: New     View All Features in Build
ACT! version 20 is now supported!
Version: 5.2    Build: 2.22    Release Date: 01/26/2017     Type: New     View All Features in Build
ACT! version 19 is now supported!
Version: 5.2    Build: 2.22    Release Date: 01/26/2017     Type: Misc     View All Features in Build
Activated beta testing support for ACT! for Web version 19.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: New     View All Features in Build
ACT! version 18 is now supported!
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: New     View All Features in Build
ACT! for Web version 17 is now supported!
Version: 5.0    Build: 4.09    Release Date: 04/20/2015     Type: Misc     View All Features in Build
The 15 year old ACT! version 4.05/5.0 and 6.0 integration has been removed.
Version: 5.0    Build: 4.09    Release Date: 04/20/2015     Type: Misc     View All Features in Build
Activated beta testing support for ACT! for Web version 17.
Version: 5.0    Build: 1.06    Release Date: 11/20/2014     Type: Fix     View All Features in Build
For ACT! 2010 and higher users, when updating a QuoteWerks installation or when running nsetup.exe on a Windows 7 (64-bit) or higher, the older ACT! 2005-2009 link was getting installed. When trying to use the ACT integration in QuoteWerks would receive the error message "Error:One or more of the files required for the ACT! 2005 (or higher) integration is missing.
Version: 5.0    Build: 1    Release Date: 11/07/2014     Type: New     View All Features in Build
Auto-Links feature on the Links tab. Use dynamically generated auto-links to quickly navigate to entities linked to your quote like contacts, opportunities, tickets, and activities. Especially useful for tickets since QuoteWerks may generate for example, 5 tickets, in your PSA and now you can quickly navigate to them using QuoteWerks. Examples of links are: Links to view the SoldTo, ShipTo, and BillTo contacts in Act! for Web, Autotask, ConnectWise, GoldMine, MSCRM, and salesforce.com. Links to view the opportunity in salesforce.com, MSCRM, and Autotask. Links to view the call activity in MSCRM. Links to view the tickets in ConnectWise. In ConnectWise 2015.1 and higher, links to view the contact, activity, and opportunity.
Version: 4.9    Build: 10.22    Release Date: 10/08/2014     Type: New     View All Features in Build
Act! version 17 is now supported!
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For Act! users, when selecting an Act! contact the mobile number is now retrieved into the quote.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For Act! for Web users, when selecting an Act! for Web contact the mobile number is now retrieved into the quote.
Version: 4.9    Build: 8.07    Release Date: 06/30/2014     Type: Fix     View All Features in Build
For ACT! users, when saving a linked document would receive debug message input box "change regarding". This was introduced in build 8.06.
Version: 4.9    Build: 8    Release Date: 06/05/2014     Type: New     View All Features in Build
For Act! for Web users, ACT! for Web v16 and 2013 are now supported including on both 64-bit or 32-bit Windows Server OS.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
For ACT! users, when QuoteWerks creates/updates an ACT Opportunity and is setup to write line items to the ACT Opportunity the CRMProductID auto-generation feature is now supported. This can be setup on the ACT Opportunity Setup window from the Contacts->Setup Contact manager menu, choose [Opportunity Setup] button.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
For ACT! for Web users, when QuoteWerks creates/updates an ACT! for Web Opportunity and is setup to write line items to the ACT! for Web Opportunity the CRMProductID auto-generation feature is now supported. This can be setup on the ACT For Web Opportunity Setup window from the Contacts->Setup Contact manager menu, choose [Opportunity Setup] button.
Version: 4.8    Build: 5.35    Release Date: 09/23/2013     Type: New     View All Features in Build
ACT! for Web 2013 is now supported!
Version: 4.8    Build: 5.35    Release Date: 09/23/2013     Type: Misc     View All Features in Build
For ACT! for Web users, beta support is activated for version 16.
Version: 4.8    Build: 5.30    Release Date: 09/05/2013     Type: New     View All Features in Build
SwiftPage ACT! version 16 is now supported!
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: Fix     View All Features in Build
If a group was flagged as optional and was not selected, it would be included in the CRM Opportunity (if created) for ACT!, ACT! for Web, ConnectWise, Autotask, Outlook BCM, and MS CRM.
Version: 4.7    Build: 08.09    Release Date: 10/05/2012     Type: New     View All Features in Build
When sending emails you can now control where/how the email is logged in your CRM. For ACT!, ACT! for Web, GoldMine, Maximizer, and MS CRM you can choose to log the sent email under the CRM record for the SoldTo contact. Previously this would happen behind the scenes automatically, whereas now you have more control over it. For GoldMine and MS CRM you can choose to log the sent email under the E-Mail recipient contact record in GoldMine or MS CRM respectively.
Version: 4.7    Build: 08.06    Release Date: 09/28/2012     Type: Misc     View All Features in Build
For Sage ACT! for Web users, beta support is activated for version 2013.
Version: 4.7    Build: 7.17    Release Date: 08/27/2012     Type: New     View All Features in Build
Sage ACT! 2013 is now supported!
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: New     View All Features in Build
Attach File to CRM feature. With this feature you can automatically and manually attach files to your CRM. When emailing a quote to your customer as a PDF file, the PDF file will automatically be attached. When uploading a quote to QuoteValet and Emailing the customer the notification, the PDF file of the quote will automatically be attached. You can manually attach a file to your CRM by right clicking on a file in the Links tab, on the Print Preview window, and also from the Print window Save as PDF option. This makes the PDF version of the quote viewable by any colleagues that have access to the CRM record without having to have QuoteWerks installed. Particularly useful for the service or technical side of the business having access to the details of the job that was quoted. This new feature is turned on by default and can be controlled with the setting "[]Automatically attach PDF sent to customer by E-Mail or QuoteValet to the CRM Account or Opportunity." located on the Print tab of the Tools->Options menu.When using this feature with Autotask, ConnectWise, salesforce.com, you need to attach the quote to an opportunity first. Once the quote is associated with the CRM opportunity, QuoteWerks knows to automatically attach the PDF to the CRM Opportunity. When using this feature with ACT! 2005+, GoldMine, Outlook, Outlook BCM, MS CRM, Maximizer 10+, SugarCRM, and SalesLogix you need to link the quote to a CRM contact first. Once the quote is linked with the CRM contact, QuoteWerks knows to automatically attach the PDF to the CRM contact.
Version: 4.6    Build: 6    Release Date: 09/08/2011     Type: New     View All Features in Build
ACT! 2012 is now supported!
Version: 4.6    Build: 6    Release Date: 09/08/2011     Type: New     View All Features in Build
ACT! for Web 2011 and ACT! for Web 2012 is now supported!
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: Fix     View All Features in Build
For ACT!, ACT! for Web, Outlook BCM, and MS CRM users, when line item detail was being written into the sales opportunity, if the quote included a group that was optional, the individual items were incorrectly being included in the sales opportunity line item detail.
Version: 4.6    Build: 1    Release Date: 12/15/2010     Type: Fix     View All Features in Build
For ACT! for Web users, when choosing the File|Save As menu, the user was not prompted to move the CRM links.
Version: 4.5    Build: 10    Release Date: 08/11/2010     Type: New     View All Features in Build
ACT! 2011 is now supported!
Version: 4.5    Build: 9    Release Date: 07/23/2010     Type: New     View All Features in Build
When sending sales opportunity information over to ConnectWise, ACT!, ACT! For Web, Outlook, MSCRM, and SugarCRM, when grouped bundles are configured to be created in the CRM as a single roll-up line (as opposed to individual line items) now if 50% or more of the items that compose the grouped bundle are taxable than the single roll-up will be also created as taxable in the CRM.
Version: 4.5    Build: 9    Release Date: 07/23/2010     Type: Misc     View All Features in Build
For ACT 2010 running on 64-bit windows, now looking in Software\Wow6432Node registry key for ACT! registry settings.
Version: 4.5    Build: 5.01    Release Date: 04/23/2010     Type: Fix     View All Features in Build
For ACT! 2010 users, when creating an opportunity and choosing to rollup the quote items into a single rolled up amount in the ACT! Sales Opportunity, the Unit Amounts were not being extended by the quantity.
Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: Misc     View All Features in Build
The ACT! 2010 Integration link Windows Installer has been updated to say "QuoteWerks 4.5 ACT! 2010 link". Also, if ACT! is uninstalled and then you try to uninstall the QuoteWerks ACT! 2010 link would receive an error saying "ACT! was not installed".
Version: 4.5    Build: 1    Release Date: 12/15/2009     Type: New     View All Features in Build
ACT! for Web (version 2010) is now supported!. This new integration is available in the Corporate Edition of QuoteWerks. In our experience the ACT! for Web integration is over 50% faster* than the standard ACT! integration. The integration includes: a) ACT! for Web can be searched to find Contacts to pull into the quote. b) QuoteWerks will create/update an attachment to the quote under the Documents tab in ACT! for Web. c) QuoteWerks will create/update a follow up call in ACT! for Web. d) QuoteWerks will create/update a Sales Opportunity in ACT! for Web. e) The QuoteWerks DataLink feature can be used with ACT! for Web enabling you to retrieve information like Terms and shipping method from the ACT! for Web Contact into the quote. f) When printing, QuoteWerks can retrieve Contact data from ACT! for Web and include it in the printed output. g) ACT! for Web Contact data can be retrieved using the F2 Lookup macro of ~ACTForWeb_Macro(). h) There is a "Display contact in contact manager" button on the SoldTo / ShipTo tab that will open the ACT! for Web Contact in ACT! for Web for the SoldTo, ShipTo, or BillTo linked contact. i) On the select Email Address window, you can see all the ACT! for Web email addreses associated with the contact record linked to the Sold To, Bill To, and Ship To fields. j) On the select Email Address window, there is now an option to "Search ACT! for Web" for an email address. You can search your entire ACT! for Web database for an email address, searching by Company, Contact, Last Name, or Phone. *We attribute this to the fact that ACT! is not installed on the same workstation PC that QuoteWerks is installed on. All of the ACT! processing and database searching occurs on a remote server, so ACT! is not using up any of the CPU time or memory on the workstation PC leaving more resources for QuoteWerks and other applications.

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Version: 4.5    Build: 1    Release Date: 12/15/2009     Type: Fix     View All Features in Build
For ACT!, MS CRM, and Outlook BCM users, if you selected the option to have QuoteWerks write line item details into the CRM's Sales Opportunity, if a Grouped Bundle's header line had a blank description and a 0.00 dollar amount, the Grouped Bundle Header line would not be added (as a line item) to the CRM opportunity.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: Fix     View All Features in Build
Issue introduced in Build 49 where ACT! 2006 was not detected as running even though it was. This issue specifically only affected ACT! version 2006.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: New     View All Features in Build
ACT! 2010 is now supported!
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: New     View All Features in Build
For ACT! 2005 and higher users, under the Contacts|Setup Contact Manager menu, there are now options to write line item level product detail into ACT! opportunities.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: New     View All Features in Build
There is now a QuoteWerks ACT! Integration Medic utility. It is located in the "C:\Program Files\Common Files\QuoteWerks" folder and is accessible directly, or through the QuoteWerks Medic Utility under the Utilities|QuoteWerks ACT! Medic Utility menu. This is very useful in debugging complicated ACT! integration issues, including detecting and repairing ACT! framework registration issues due to failed ACT! updates, and blocked (by anti-virus or firewall) tcp ports which interfere with .NET component communication.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: Misc     View All Features in Build
When select ACT! 2005 or higher as your preferred contact manager under the Contacts|Setup Contact Manager menu, if the required ACT! Integration files are not detected, you will now be prompted to re-run the QuoteWerks node installation to correct this issue.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: Fix     View All Features in Build
For ACT! 2005 and higher users, updated integration DLLS to detect when "::1:" being returned as localhost instead of "127.0.0.1". Prior to this fix, would receive error "No connection could be made because the target machine actively refused it ::1:31535".
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: Fix     View All Features in Build
For ACT! 2005 and higher users, would receive "Run-time error '-2146233088 (80131500)': User is not logged in" and QuoteWerks would exit when ACT! was running, but no user was logged into ACT. Usually in ACT!, the ACT! User Login window was open.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: Fix     View All Features in Build
For ACT! 2005 and higher users, if any additional attachments were added to a QuoteWerks email the history record that would be created in ACT! for that email would not contain the rtf/pdf attachment of the QuoteWerks document itself.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: Fix     View All Features in Build
The ability to set associated groups for an opportunity is now re-enabled for ACT! versions 2005 and higher. (See KB article #6484 for details).
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: Fix     View All Features in Build
For ACT! 2005 and higher users, if sending an email from the Preview window, the email would be logged in ACT! history, but the email attachment file (the PDF or RTF file) would be deleted. Normally it is stored in the \QuoteWerks\History\Email folder.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: Fix     View All Features in Build
For ACT! 4.0, 2000/5.0, 6.0 users, when exporting to QuickBooks or Peachtree, the DocStatus field was being updated to reflect that the document was exported, but the DTF file associated with the document was not getting updated.
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: New     View All Features in Build
When searching for contacts under the Contacts|Lookup menu, the ability to sort columns in the results grid by clicking on the column header is now also supported for ACT!, MS CRM, Outlook, Peachtree, QuickBooks, SalesLogix, and salesforce.com users.
Version: 4.0    Build: 39    Release Date: 08/12/2008     Type: New     View All Features in Build
ACT! 2009 is now supported!
Version: 4.0    Build: 35    Release Date: 04/04/2008     Type: Fix     View All Features in Build
For ACT! version 10.1.199 have disabled (See KB article #6484 for details) the ability to associate groups with an opportunity.
Version: 4.0    Build: 33.02    Release Date: 03/03/2008     Type: Fix     View All Features in Build
With the release of ACT! 10.2 (2008) the ability to set associated groups for an opportunity is disabled again (See KB article #6484 for details). Additionally, without this fix, when ACT! 10.2 is run with QuoteWerks, ACT! would crash QuoteWerks when updating an ACT! opportunity.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: Misc     View All Features in Build
Sage fixed the bug in ACT! 10.0 (2008) with the release of ACT! 10.1 (2008). With this fix in place, the ability to set associated groups for an opportunity is now enabled for ACT! version 10.1 or higher. (See KB article #6484 for details).
Version: 4.0    Build: 31.01    Release Date: 09/06/2007     Type: Misc     View All Features in Build
When checking to see if ACT! 2008 is running, the status message displays "Checking to see if ACT 2005-2007 is running..." instead of "2005-2008".
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: New     View All Features in Build
ACT! 2008 is now supported (The ability to set associated groups for an opportunity is disabled due to an issue in ACT! See KB article #<a href="http://www.quotewerks.com/kbase/showArticle.asp?id=6484">6484</a> for details).
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: Fix     View All Features in Build
For ACT! 2005 and higher users, when creating a new Order in QuoteWerks and immediately saving and choosing the option to "Create/Update Completed Sale", the an opportunity was created in ACT!, but the amount was set to 0 and it was not closed.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: Fix     View All Features in Build
When using ACT! 2005/2006/2007 and converting a quote to a lost sale or a completed as won sale, the % probability was not being set to 0 for a lost sale and 100 for a completed as won sale.
Version: 4.0    Build: 22    Release Date: 09/05/2006     Type: New     View All Features in Build
ACT! 2007 is now supported!
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: New     View All Features in Build
ACT! 2005/2006 field data can now be used in print layout formulas.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Misc     View All Features in Build
Due to a limitation of ACT!, ACT! 2005/2006 secondary contacts cannot be used as the 'Sold To' in QuoteWerks. A message will be displayed in this instance.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Fix     View All Features in Build
Error 91 will now be captured when using ACT! 2005/2006 and using an ACT secondary contact for the 'Sold To' and sending an email to that contact.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: Fix     View All Features in Build
For ACT! users (all versions), if you selected a contact to use from the Contacts|Lookup menu, the DataLink fields would not be pulled into the quote.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: New     View All Features in Build
QuoteWerks now supports ACT! 2006.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: New     View All Features in Build
For ACT! 2005/2006 users QuoteWerks now creates Sales Opportunities.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: New     View All Features in Build
For ACT! 2005/2006 users we have added the ability to Create/Update Calls, Meetings, TODOs. The "Private Activity" option in the ACT 2004 integration is not available in ACT 2005/2006.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: New     View All Features in Build
When searching for an ACT!, GoldMine, Outlook, SalesLogix, or salesforce.com contact from within QuoteWerks, the field that you last searched for will now be remembered so the next time that you perform the search you will not have to re-select it.
Version: 4.0    Build: 8    Release Date: 04/26/2005     Type: New     View All Features in Build
For ACT! 2005 users, you can now insert ACT! 2005 contact manager fields into print layouts so that when printed, they pull field information from ACT! 2005 and print that information in the layout.
Version: 4.0    Build: 7    Release Date: 02/25/2005     Type: Fix     View All Features in Build
ACT! 2005 users would receive an error about the ACT! 2005 attachment path being invalid when the ACT! 2005 database was located on a remote machine.
Version: 4.0    Build: 7    Release Date: 02/25/2005     Type: Fix     View All Features in Build
For ACT! users, would receive error that ACT! 2005 was running when using versions prior to ACT! 2005.
Version: 4.0    Build: 6    Release Date: 02/15/2005     Type: New     View All Features in Build
QuoteWerks now integrates with ACT! 2005. New integration includes retrieving current contact information, searching the ACT! database by company, name, last name, and phone number to find a contact to pull into the quote. Also includes the creation of a document attachment under the ACT! Documents tab and supports the QuoteWerks DataLink feature.
Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: Misc     View All Features in Build
With the introduction of QuoteWerks 4.0, ACT! 3.0 is no longer supported by QuoteWerks.
Version: 3.0    Build: 35    Release Date: 02/19/2004     Type: Misc     View All Features in Build
For ACT 4.0 users, when converting to order and performing various tasks that requires QuoteWerks to lookup data in ACT and change it, now a message will be displayed when this functionality is not supported in ACT 4.0. Previously, the feature would not work and no message would be displayed. Solution is to upgrade to higher version of ACT!.
Version: 3.0    Build: 32    Release Date: 08/20/2003     Type: Fix     View All Features in Build
For ACT! or GoldMine users, when saving a quote without selecting an ACT!/GoldMine contact, sometimes would receive an incorrect error stating that you have to select an ACT!/GoldMine contact to perform the selected activities.
Version: 3.0    Build: 29    Release Date: 05/09/2003     Type: Fix     View All Features in Build
For ACT! users, when doing a file|save as, or convert to order/invoice, and if no ACT! opportunity was created for the document originally, you would receive an incorrect error message saying that the product could not be found.
Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: New     View All Features in Build
QuoteWerks can now send emails throught Outlook! You now have a choice to send emails from within QuoteWerks using the QuoteWerks built-in SMTP based email client, or Microsoft Outlook 97, 98, 2000, XP. When email is sent using Outlook, for GoldMine users, it is logged in GoldMine history as if the Outlook email was sent from within GoldMine. Same applies to ACT! and Maximizer users. An additional obvious benefit of this new integration with Outlook, is that the emails that you send through QuoteWerks will now be logged for historical reference purposes.

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Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: Misc     View All Features in Build
Added autocorrect feature to fix ACT! 6.0 problem where it registers a shared mail control into its private folder.
Version: 3.0    Build: 25    Release Date: 08/16/2002     Type: Fix     View All Features in Build
When sending an email and using ACT! as your contact manager, a message would be displayed saying that the currently displayed ACT! contact's email address did not match the email address of the sent email, so the email would not be logged in history. This message was incorrect.
Version: 3.0    Build: 24    Release Date: 08/01/2002     Type: New     View All Features in Build
Medic Utility. New Contact Manager|ACT! menu to create toolbar buttons in ACT! 2000, 5.0, and 6.0 that launch QuoteWerks, start with as new quote, order, or invoice. This is aimed at making it easier to configure the ACT! toolbar to automate actions in QuoteWerks using the QuoteWerks command line options.
Version: 3.0    Build: 24    Release Date: 08/01/2002     Type: New     View All Features in Build
Added support for ACT! 6.0 beta.
Version: 3.0    Build: 24    Release Date: 08/01/2002     Type: Fix     View All Features in Build
Accounted for Spanish version of ACT! having different spelling of contact field causing error when trying to retrieve contact information.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
Added ACT! 2000 Sales Opportunity support! Now when you create quotes, QuoteWerks will optionally schedule a Sales Opporunity for the quote. AND, when you conver the quote to an order/invoice, QuoteWerks will complete the Sales Opportunity in ACT 2000!
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
Added ACT! 2000 support to create follow up calls, schedule meetings, and schedule to-do items all related to the QuoteWerks document.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
Added ACT! 2000 support for better quote attachment functionality. Now, the quote name is displayed in the Regarding column (where previously it was only the quote number) on the Notes/History tab in ACT.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
For ACT! users (All versions), you can now define different ACT! fields to use for the ship to location besides the primary contact information fields.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
For ACT! 2000 users, now when you convert quotes to orders, when you change the quote name, or when you change the quote number, QuoteWerks now updates the existing links in ACT to refer to the new quote name/number.
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
ACT! Users - Emails sent from QuoteWerks to the Sold To contact are now logged under the ACT! contact's Notes/History tab.