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Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: New     View All Features in Build
For ConnectWise Users, when using ConnectWise as a Product Database Source, the ConnectWise Unit of Measure (UOM) can be used to determine the recurring properties of a product when adding it to QuoteWerks. There is an option to Enable this in the ConnectWise Setup within QuoteWerks. For example if the ConnectWise UOM is "Month", the product when added to the QuoteWerks Document will have a recurring property of Monthly.
Version: 5.2      Build: 6      Implementation Date: 05/30/2017      Type: New     View All Features in Build
For ConnectWise users, when Linking to an Existing ConnectWise ticket, the ConnectWise Ticket Number is now displayed. There is also now a button next to the Ticket Name drop-down to view the ticket in ConnectWise.
Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: New     View All Features in Build
ConnectWise 2017.4 is now supported!
Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: New     View All Features in Build
ConnectWise 2017.3 is now supported!
Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: New     View All Features in Build
For ConnectWise users, the ConnectWise integration has been completely rewritten to use the new ConnectWise REST API. ConnectWise support for the older SOAP API is being discontinued effective June 1st, 2017. Because of this change in ConnectWise, all ConnectWise users will need to upgrade to ConnectWise 2016.3 or higher and then update to QuoteWerks version 5.2 build 6. Integration with this new REST API also requires that all machines running QuoteWerks and ConnectWise must have Windows 7 or higher installed.
Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: New     View All Features in Build
For ConnectWise users, there is now a right-click menu to "View the Purchase Order in ConnectWise" on the Purchase Orders Tab of the QuoteWerks Purchasing Window. This feature is only available for purchase orders that QuoteWerks creates in ConnectWise.
Version: 5.2      Build: 6      Implementation Date: 05/30/2017      Type: New     View All Features in Build
For ConnectWise users, on the ConnectWise Setup window (Contacts->Setup Contact Manager), the Default Closed 'Lost' Status list of choices will now include Open Status in addition to Lost Statuses. The same change was made for the Default Closed 'Won' Status list of choices.
Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: New     View All Features in Build
For ConnectWise users, when QuoteWerks "Wins" an Opportunity in ConnectWise, there is now an option to convert the Agreement Products on the Opportunity to either a new Agreement or add to an existing Agreement. There is an option in the ConnectWise setup to default this setting.
Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: New     View All Features in Build
For ConnectWise users, added field Company->SiteName to the list of available DataLink fields. This enables ConnectWise users to retrieve the selected Site?s Name into the QuoteWerks Document.
Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: New     View All Features in Build
For ConnectWise users, added Company Level Custom Fields to the list of available DataLink fields. In QuoteWerks in the Datalink Mapping, if your ConnectWise Custom Field Name is "SpecialField", the External System Field as Source would be "Company->customFields_SpecialField". In addition to the custom fields, additional miscellaneous Company Level fields were added to the list of available DataLink fields.
Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: New     View All Features in Build
For ConnectWise users, added Contact Level Custom Fields to the list of available DataLink fields. In QuoteWerks in the Datalink Mapping, if your ConnectWise Custom Field Name is "SpecialField", the External System Field as Source would be "Contact->customFields_SpecialField". In addition to the custom fields, additional miscellaneous Contact Level fields were added to the list of available DataLink fields.
Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: New     View All Features in Build
For ConnectWise users, when adding a product to a ConnectWise Opportunity, the Vendor Part Number (Vendor SKU) is now included.
Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: New     View All Features in Build
For ConnectWise users, when using QuoteWerks Purchasing, when receiving an item and linking the item to a PO Item in ConnectWise (a PO item that QuoteWerks did not create in ConnectWise), there is now an option to view the Purchase Order in ConnectWise to assist in linking to the appropriate PO item.
Version: 5.2      Build: 6      Implementation Date: 05/25/2017      Type: New     View All Features in Build
For ConnectWise users, When testing the Public and Private API Keys, QuoteWerks will now validate that the API Member has enough rights to use the integration.
Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: New     View All Features in Build
For ConnectWise Users, when using ConnectWise as a Product Data Source, the ConnectWise Unit of Measure (UOM), Category, SubCategory, Class, and ProductType are now a mappable fields.
Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: New     View All Features in Build
For ConnectWise users, when using ConnectWise as a Product Data Source, Inventory on Hand in ConnectWise is available by right clicking on the product in the QuoteWerks Product Lookup and selecting the "Show ConnectWise Inventory On Hand" menu. The total Availability within ConnectWise is shown along with the breakdown by Warehouse Bins.
Version: 5.2      Build: 6      Implementation Date: 06/12/2017      Type: Misc     View All Features in Build
For ConnectWise Users, when creating a ConnectWise Activity, the Activity was only linked to the ConnectWise Contact. New Activities are now linked to both the Contact and the Company
Version: 5.2      Build: 6      Implementation Date: 05/30/2017      Type: Misc     View All Features in Build
For ConnectWise Users the Sales Rep drop-down on the Create/Update Activity and Opportunity were not sorted Alphabetically.
Version: 5.2      Build: 6      Implementation Date: 05/30/2017      Type: Fix     View All Features in Build
For ConnectWise Users, there was an issue creating a New Bundle Header Catalog item in ConnectWise. There was not an issue with using Existing Bundle Catalog Items.
Version: 5.2      Build: 6      Implementation Date: 05/30/2017      Type: Fix     View All Features in Build
For ConnectWise users, an error could be returned when QuoteWerks attempts to obtain the ConnectWise Member List. This could occur before QuoteWerks creates/updates and opportunity. This was occurring because of old data in a ConnectWise Member Entity that did not have the defaultDepartmentId set.
Version: 5.2      Build: 6      Implementation Date: 05/30/2017      Type: Fix     View All Features in Build
For ConnectWise users, an error could be returned when QuoteWerks attempts to obtain the ConnectWise Agreement Types List. This could occur before QuoteWerks converts an Opportunity to an Agreement. This was occurring because of old data in a ConnectWise Agreement Type that did not have the locationID set.
Version: 5.2      Build: 6      Implementation Date: 06/12/2017      Type: Fix     View All Features in Build
For ConnectWise users, the Business Unit list was only returning the first 25 Business Units.
Version: 5.2      Build: 6      Implementation Date: 06/12/2017      Type: Fix     View All Features in Build
For ConnectWise Users, when linking to an existing ConnectWise Opportunity that had custom fields that were empty, messages similar to the following could be returned by ConnectWise: "customFields/0/value" and "value is not a possible response".
Version: 5.2      Build: 6      Implementation Date: 06/12/2017      Type: Fix     View All Features in Build
For ConnectWise users, the Forecast Prefix when creating/updating a ConnectWise Opportunity was not remembered.
Version: 5.2      Build: 6      Implementation Date: 05/30/2017      Type: Fix     View All Features in Build
For ConnectWise Users, when creating a new ConnectWise Catalog Item, only the Category and Sub Category Names were sent to ConnectWise. This could be an issue if there was an inactive SubCatagory name matching the name provided. ConnectWise would choose the first Subcategory Name matching the name provided regardless if it was inactive or not.
Version: 5.2      Build: 6      Implementation Date: 06/12/2017      Type: Fix     View All Features in Build
For ConnectWise users, when creating bundles on a ConnectWise Opportunity, if the ItemType for the Grouped Header Line in QuoteWerks was mapped to a NonInventory Product Class, only the grouped header for the bundle would be sent to ConnectWise. The sub-items for the bundle would not be sent to the ConnectWise Opportunity.
Version: 5.2      Build: 6      Implementation Date: 06/12/2017      Type: Fix     View All Features in Build
For ConnectWise users, when linking to an existing Opportunity, Opportunities with Inactive Opportunity Statuses would appear in the selectable list even if the Inactive Status was a Closing Status.
Version: 5.2      Build: 6      Implementation Date: 05/25/2017      Type: Fix     View All Features in Build
For ConnectWise users, an error could be returned when QuoteWerks attempts to obtain the ConnectWise Members / Users List. This typically happens when validating a user or when when creating/updating an opportunity. This was occurring because of old data in ConnectWise that did not have Mobile Flags set.
Version: 5.2      Build: 6      Implementation Date: 06/12/2017      Type: Fix     View All Features in Build
For ConnectWise users, if the "Other-1" and/or "Other-2" captions were removed in the ConnectWise Manage setup (System > My Company within ConnectWise), a message similar to the following would be returned when attempting to create a sales Forecast on a ConnectWise Opportunity with one of the removed types: "Custom caption Other2 does not exist. [ resource: forecast - field: type]".
Version: 5.2      Build: 6      Implementation Date: 05/25/2017      Type: Fix     View All Features in Build
For ConnectWise users, when retrieving Contacts, the Relationship field was retrieved into the Title Field.
Version: 5.2      Build: 6      Implementation Date: 05/30/2017      Type: Fix     View All Features in Build
For ConnectWise users, when saving an opportunity as a "Closing Status" (Won or Lost) and not during a document Conversion, an error would be returned when attempting to add products or forecasts to an opportunity.
Version: 5.2      Build: 6      Implementation Date: 06/12/2017      Type: Fix     View All Features in Build
For ConnectWise users, on the Create/Update ConnectWise Opportunity window, the Campaign was not sorted and was also showing inactive campaigns.
Version: 5.2      Build: 6      Implementation Date: 05/30/2017      Type: Fix     View All Features in Build
For ConnectWise users, when searching for a ConnectWise Product in the QuoteWerks Product Lookup and the search term was numeric only, no products would be returned.
Version: 5.2      Build: 6      Implementation Date: 05/30/2017      Type: Fix     View All Features in Build
For ConnectWise users, when creating/updating a ConnectWise Opportunity and adding recurring products to the opportunity, if the recurring contract End Date was blank, an error would be returned from ConnectWise.
Version: 5.2      Build: 6      Implementation Date: 05/25/2017      Type: Fix     View All Features in Build
For ConnectWise users, QWConnectWiseInt.dll interface version mismatch (70).
Version: 5.2      Build: 6      Implementation Date: 05/30/2017      Type: Fix     View All Features in Build
For ConnectWise users, when creating/updating a ConnectWise Opportunity and adding products to the opportunity, if the mapped Item ID had a trailing space, when QuoteWerks added a product to a ConnectWise Opportunity, an error would be returned regarding part 0 being flagged INACTIVE in the ConnectWise Products Table.
Version: 5.2      Build: 6      Implementation Date: 05/30/2017      Type: Fix     View All Features in Build
For ConnectWise users, when searching ConnectWise for a contact, QuoteWerks would return the last Email address for the Contact. In some cases, the last email for a contact was the Private Email. The new behavior is to Return the Main Email Address for the contact. If the Main Email Address is blank, the home email address will be used. If the home email address is blank, the Private Email Address will be used.
Version: 5.2      Build: 6      Implementation Date: 05/30/2017      Type: Fix     View All Features in Build
For ConnectWise users, when creating a new Purchase Order in ConnecWise, QuoteWerks would set the Purchase Order Status to 'New'. This would cause an issue if the 'New' Status was removed from ConnectWise. The Default PO Status is now used.
Version: 5.2      Build: 6      Implementation Date: 05/30/2017      Type: Fix     View All Features in Build
For ConnectWise users, an error could be returned when QuoteWerks attempted to search ConnectWise for Products / Catalog Items. This was occurring because of old data in a ConnectWise CatalogItem that did not have the minStockLevel set.
Version: 5.2      Build: 6      Implementation Date: 05/25/2017      Type: Fix     View All Features in Build
For ConnectWise users, when QuoteWerks requested Opportunities for a Company, only the first 1000 opportunities were returned. This could cause an issue when QuoteWerks attempted to update an existing opportunity as the opportunity may not have been found/returned.
Version: 5.2      Build: 6      Implementation Date: 05/25/2017      Type: Fix     View All Features in Build
For ConnectWise users, an error could be returned when QuoteWerks attempts to obtain Opportunities for a company (when creating/updating an opportunity). This was occurring because of old data in ConnectWise that did not have a location or business unit set.
Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: Fix     View All Features in Build
For ConnectWise users, when QuoteWerks "Wins" an Opportunity in ConnectWise and Products are added to Tickets, the Opportunity Products are migrated to the ticket rather than a clone of the products added to the ticket. This removes the possibility of duplicate billing.
Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: Fix     View All Features in Build
For ConnectWise users using the ConnectWise REST API, Opportunity Product Statuses were not updated when winning or losing the Opportunity in ConnectWise.
Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: Fix     View All Features in Build
For ConnectWise users, Opportunity Products were added to the ConnectWise Opportunity using the Default Location and Business Unit. They now use the Location and Business Unit specified when creating / updating the Opportunity.
Version: 5.2      Build: 6      Implementation Date: 05/24/2017      Type: Fix     View All Features in Build
For ConnectWise Users, when QuoteWerks added products to a ConnectWise Opportunity or created a new Catalog Item in ConnectWise, the Description and Customer Description would be truncated at the first Line Break.
Version: 5.2      Build: 2      Implementation Date: 01/26/2017      Type: New     View All Features in Build
ConnectWise 2017.2 is now supported!
Version: 5.2      Build: 2      Implementation Date: 01/26/2017      Type: New     View All Features in Build
For ConnectWise users, when converting a quote to an order and converting the ConnectWise opportunity to Won, you can now specify the Close Date. Also when subsequently updating the order and saving the changes to the ConnectWise Closed Won Opportunity, the Closed date will no longer change unless you change it.
Version: 5.2      Build: 2      Implementation Date: 01/26/2017      Type: Fix     View All Features in Build
For ConnectWise Users in Australia using the ConnectWise Hosted Cloud (au.myconnectwise.net), REST calls would fail from QuoteWerks.
Version: 5.2      Build: 1      Implementation Date: 11/08/2016      Type: New     View All Features in Build
For ConnectWise 2016.3 and higher users, when the ConnectWise REST API is enabled, there is now an option on the REST API tab of the ConnectWise Setup window to "write QuoteWerks SoldToPONumber 'Cust PO#' to ConnectWise Opportunity".
Version: 5.2      Build: 1      Implementation Date: 11/08/2016      Type: New     View All Features in Build
ConnectWise 2016.6 is now supported!
Version: 5.2      Build: 1      Implementation Date: 11/08/2016      Type: New     View All Features in Build
For ConnectWise 2016.3 and higher users, QuoteWerks recurring products can now be written to a ConnectWise Opportunity Item as a recurring product (utilizing this newer feature in ConnectWise). This feature is only available in the new ConnectWise REST API. It is not available in the older ConnectWise SOAP API, so you must enable the ConnectWise REST API in QuoteWerks setup to use this new feature.
Version: 5.2      Build: 1      Implementation Date: 11/08/2016      Type: New     View All Features in Build
ConnectWise 2016.5 is now supported!
Version: 5.2      Build: 1      Implementation Date: 11/08/2016      Type: Fix     View All Features in Build
For ConnectWise 2016.3 and higher users, there is now an option to use the new ConnectWise REST API. This new API contains the fix for the issue where Group Member quantities sent to ConnectWise were not being calculated correctly by ConnectWise. ConnectWise was not applying the group header quantity multiplier. The older ConnectWise SOAP API does not contain a fix for this issue.
Version: 5.2      Build: 1      Implementation Date: 11/08/2016      Type: Fix     View All Features in Build
When using the new ConnectWise REST API option to write products to the ConnectWise opportunity, the line items were not being written in the same sequence as they were in QuoteWerks.
Version: 5.1      Build: 6      Implementation Date: 06/02/2016      Type: New     View All Features in Build
ConnectWise 2016.4 is now supported!
Version: 5.1      Build: 4      Implementation Date: 02/03/2016      Type: New     View All Features in Build
ConnectWise 2016.1 is now supported!
Version: 5.1      Build: 4      Implementation Date: 04/08/2016      Type: New     View All Features in Build
ConnectWise 2016.3 is now supported!
Version: 5.1      Build: 4      Implementation Date: 03/09/2016      Type: New     View All Features in Build
ConnectWise 2016.2 is now supported!
Version: 5.1      Build: 4      Implementation Date: 03/09/2016      Type: Misc     View All Features in Build
When creating a contact in Autotask, the status message was saying "Creating contact in ConnectWise"
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: New     View All Features in Build
ConnectWise 2015.5 is now supported!
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: New     View All Features in Build
ConnectWise 2015.6 is now supported!
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: Misc     View All Features in Build
The ConnectWise integration DLL is now .NET framework 4.0 and installed to c:\program files\common files\quotewerks.
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: Fix     View All Features in Build
For ConnectWise users, when adding a recurring forecast line to a ConnectWise Opportunity, if the Cycle Basis in QuoteWerks was not set correctly, ConnectWise would return "The error returned was: 'Server was unable to process request. ---> Object reference not set to an instance of an object.'" and the Opportunity creation in ConnectWise would Rollback.
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: Fix     View All Features in Build
If the "ProfitAmount Option vs the Sale Amount" was enabled in a CRM that supported the feature and then the user switched CRMs to Autotask or ConnectWise, the numbers in QuoteWerks would not match Autotask/ConnectWise as the Profit was being sent instead of the actual sale amount.
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: Fix     View All Features in Build
For ConnectWise users, when creating/updating a ConnectWise Opportunity and QuoteWerks groups are configured to be sent to ConnectWise bundles, products would not be written to the opportunity and an error would be returned when the first line of the QuoteWerks document is a Group Header and there is a shipping item that is being saved back to the ConnectWise opportunity as a product.
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: Fix     View All Features in Build
For ConnectWise users, when adding Bundles to a ConnectWise Ticket, the Bundle Header was not linked to the sub-items. This caused a problem with total value of the bundle to the individual values of the group members, effectively doubling the value of the bundle. The unlinked group header is no longer sent to the ConnectWise Ticket.
Version: 5.1      Build: 1      Implementation Date: 11/03/2015      Type: Fix     View All Features in Build
Would receive error message about blank sQuoteWerksOUM passed into ConnectWiseReturnUnitOfMeasureForQuoteWerksUnitOfMeasure.
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: Fix     View All Features in Build
For ConnectWise users, the Create Contact Button on the Sold To / Ship To Tab would return error "Error 438, object doesn't support this property or method."
Version: 5.0      Build: 4      Implementation Date: 04/20/2015      Type: New     View All Features in Build
ConnectWise 2015.3 is now supported!
Version: 5.0      Build: 4      Implementation Date: 06/19/2015      Type: New     View All Features in Build
ConnectWise 2015.4 is now supported!
Version: 5.0      Build: 4      Implementation Date: 04/20/2015      Type: Fix     View All Features in Build
For ConnectWise users, when saving changes to an order that had already previously been converted to an order AND updating the ConnectWise opportunity it would create a duplicate sales order.
Version: 5.0      Build: 4      Implementation Date: 04/20/2015      Type: Fix     View All Features in Build
For ConnectWise users, products with multi-line descriptions could end up with extra Carriage return characters.
Version: 5.0      Build: 4      Implementation Date: 04/20/2015      Type: Fix     View All Features in Build
For ConnectWise users in a region where the date format that does not start with Month (m-d-yyyy), and specifically if the Windows date format is set to YYYY-MM-DD, the "Time Stamp" button on the "Create/Update Follow up Activity" window was using the wrong date format.
Version: 5.0      Build: 4      Implementation Date: 06/01/2015      Type: Fix     View All Features in Build
For ConnectWise users, using the QuoteWerks Datalink feature, if you attempt to map values from UserDefined fields 6-10 in ConnectWise, we receive an error "2010: Length cannot be less than zero. Parameter name: length".
Version: 5.0      Build: 4      Implementation Date: 06/01/2015      Type: Fix     View All Features in Build
For ConnectWise users, when starting with an ORDER document type and choosing to create a "Won" Opportunity in ConnectWise, the options for creating a Sales Order and Tickets did not appear.
Version: 5.0      Build: 4      Implementation Date: 06/01/2015      Type: Fix     View All Features in Build
For ConnectWise users selecting a contact and selecting from multiple address locations, the address selected by default was improperly just selecting the last entry in the list.
Version: 5.0      Build: 2      Implementation Date: 01/23/2015      Type: New     View All Features in Build
ConnectWise 2015.2 is now supported.
Version: 5.0      Build: 2      Implementation Date: 01/23/2015      Type: Misc     View All Features in Build
Activated Beta support for ConnectWise 2015.3.
Version: 5.0      Build: 1      Implementation Date: 11/07/2014      Type: New     View All Features in Build
For ConnectWise Users, when converting a Quote to an Order, on the "Close opportunity as Won" opportunity window, there is now an option to create a ConnectWise Sales Order from the Opportunity. This will link all Products, Notes, and Documents from the ConnectWise Opportunity to the New Sales Order in ConnectWise.
Version: 5.0      Build: 1      Implementation Date: 11/07/2014      Type: New     View All Features in Build
For ConnectWise users, the Create/Update Opportunity window now has a button you can click that will open the selected ConnectWise opportunity in ConnectWise (Requires ConnectWise 2015.1 and higher).
Version: 5.0      Build: 1      Implementation Date: 11/07/2014      Type: New     View All Features in Build
For ConnectWise 2015.1 and higher users, on the SoldTo/ShipTo tab there is now a button you can click that will open the selected ConnectWise contact in ConnectWise.
Version: 5.0      Build: 1      Implementation Date: 11/07/2014      Type: New     View All Features in Build
For ConnectWise 2015.1 and higher users, the Create/Update Opportunity window now has a button you can click that will open the selected ConnectWise opportunity in ConnectWise.
Version: 5.0      Build: 1      Implementation 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: 5.0      Build: 1      Implementation Date: 11/07/2014      Type: New     View All Features in Build
Multiple Product Database Search. You can now do a product search across multiple product databases. This will search all selected product databases including native product databases, and external product data sources like SQL, OLEDB, Autotask, ConnectWise, salesforce.com, QuickBooks, etc
Version: 5.0      Build: 1      Implementation Date: 11/07/2014      Type: New     View All Features in Build
ConnectWise 2015.1 is now supported!
Version: 5.0      Build: 1      Implementation Date: 11/07/2014      Type: New     View All Features in Build
For ConnectWise 2015.1 and higher users, on the SoldTo/ShipTo tab there is now a button you can click that will open the selected ConnectWise contact in ConnectWise.
Version: 5.0      Build: 1      Implementation Date: 12/09/2014      Type: Fix     View All Features in Build
From the Product Lookup Window, when doing a Multiple Product Database Search, and then choosing to add/insert a result into the quote that was found in Autotask or ConnectWise product database an error would be returned and a blank item would be added to the QuoteWerks Document.
Version: 5.0      Build: 1      Implementation Date: 12/09/2014      Type: Fix     View All Features in Build
For ConnectWise Users, when adding items from a Bundle that contained products/services from the ConnectWise product data source, if there was more than one part number that began with the same subset of another partnumber, the wrong product would sometimes be returned.
Version: 5.0      Build: 1      Implementation Date: 12/09/2014      Type: Fix     View All Features in Build
For ConnectWise Users, when winning an opportunity and creating Service Tickets in ConnectWise from the Product(s) and Service(s) from the QuoteWerks Document, Closed Tickets would appear in the list of ConnectWise Service Tickets to attach to.
Version: 5.0      Build: 1      Implementation Date: 12/09/2014      Type: Fix     View All Features in Build
For ConnectWise Users when winning an opportunity and creating Service Tickets in ConnectWise from the Product(s) and Service(s) from the QuoteWerks Document, the default Service Ticket Status configured in the ConnectWise Setup was not being used. The first Status in the list would be selected for a new Service Ticket.
Version: 5.0      Build: 1      Implementation Date: 12/09/2014      Type: Fix     View All Features in Build
For ConnectWise users in a region where the date format that does not start with Month (m-d-yyyy), the "Time Stamp" button on the "Create/Update Follow up Activity" window now obeys the date format starting with the Day (d-m-yyyy).
Version: 5.0      Build: 1      Implementation Date: 01/06/2015      Type: Fix     View All Features in Build
For ConnectWise users, when converting from Quote to Order, and choosing to link to an existing service ticket, would receive run-time error 6 if there were more than 32767 tickets in ConnectWise.
Version: 5.0      Build: 1      Implementation Date: 11/07/2014      Type: Fix     View All Features in Build
For ConnectWise users, when sending over bundle items as individual product items the quantities set for the individual items were not being calculated correctly.
Version: 5.0      Build: 1      Implementation Date: 12/12/2014      Type: Fix     View All Features in Build
For ConnectWise users, when converting a quote to a lost sale, a $0.00 sales order would get created in ConnectWise.
Version: 5.0      Build: 1      Implementation Date: 12/09/2014      Type: Fix     View All Features in Build
For ConnectWise Users creating Purchase Orders in ConnectWise via QuoteWerks and then Receiving them in QuoteWerks with multiple warehouse locations, an error could occur "The product must have the same warehouse as the purchase order" when attempting to receive the item.
Version: 5.0      Build: 1      Implementation Date: 12/09/2014      Type: Fix     View All Features in Build
For ConnectWise users, when QuoteWerks added products to a ConnectWise ticket, the Order of the products added to the ticket would be reversed, the first item on the QuoteWerks document would be the last item on the ConnectWise Ticket.
Version: 4.9      Build: 10      Implementation Date: 08/15/2014      Type: New     View All Features in Build
For ConnectWise users, under the "Product ID Mapping" under the Products.Mappings tab of the ConnectWise Setup window, added support for the VendorPartNumber field.
Version: 4.9      Build: 10      Implementation Date: 08/29/2014      Type: New     View All Features in Build
For ConnectWise users, when selecting a ConnectWise contact the mobile number is now retrieved into the quote.
Version: 4.9      Build: 10      Implementation Date: 08/15/2014      Type: New     View All Features in Build
ConnectWise 2014.4 is now supported.
Version: 4.9      Build: 10      Implementation Date: 08/15/2014      Type: New     View All Features in Build
For ConnectWise users, when QuoteWerks creates ConnectWise service tickets, the service ticket that each line items is assigned to is now saved in the QuoteWerks line item. Later when this line item is used in a Purchase Order, the ticket number pulls through to the purchase order enabling you to know on the Purchasing window the order status of each item on a particular ConnectWise ticket number. You can also search to see all the items related to a ticket number and then order those from the Purchasing tab.
Version: 4.9      Build: 10      Implementation Date: 08/15/2014      Type: New     View All Features in Build
For ConnectWise users, on the Purchase Order and Ordered items tabs, you can click on the ConnectWise Ticket number on the Purchase Order item and the Ticket will be opened in ConnectWise.

See a screenshot of this feature

Version: 4.9      Build: 10      Implementation Date: 08/15/2014      Type: New     View All Features in Build
Items received in the QuoteWerks purchasing window can now be posted to ANY ConnectWise PO, even ConnectWise POs that QuoteWerks did not create in ConnectWise. Right click and choose "Post Received Item(s) against ConnectWise PO Item". You will be prompted to supply a ConnectWise PO number, then you can choose the PO item to receive against. This will perform the same function in ConnectWise as if you were receiving the items in ConnectWise itself, with the advantage that QuoteWerks will automatically supply all the serial numbers of the received items into the ConnectWise PO Item.
Version: 4.9      Build: 10      Implementation Date: 10/08/2014      Type: New     View All Features in Build
ConnectWise 2014.6 is now supported!
Version: 4.9      Build: 10      Implementation Date: 08/27/2014      Type: New     View All Features in Build
ConnectWise 2014.5 is now supported!
Version: 4.9      Build: 10      Implementation Date: 08/27/2014      Type: New     View All Features in Build
When creating a contact in ConnectWise the new mobile number field is supplied.
Version: 4.9      Build: 10      Implementation Date: 08/15/2014      Type: New     View All Features in Build
Items received in the QuoteWerks purchasing window can now be posted to the ConnectWise PO that QuoteWerks created. Right click and choose "Post Received Item(s) against ConnectWise PO Item". This will perform the same function in ConnectWise as if you were receiving the items in ConnectWise itself, with the advantage that QuoteWerks will automatically supply all the serial numbers of the received items into the ConnectWise PO Item.

See a screenshot of this feature

Version: 4.9      Build: 10      Implementation Date: 08/15/2014      Type: Misc     View All Features in Build
Activated beta testing support for ConnectWise 2014.5 beta.
Version: 4.9      Build: 10      Implementation Date: 08/15/2014      Type: Misc     View All Features in Build
On the Purchase Orders tab, there is now an AccountingAppRef column which will display QB, PT, CW, or AT if the PO was exported to QuickBooks, Peachtree, ConnectWise, or Autotask respectively.
Version: 4.9      Build: 10      Implementation Date: 09/25/2014      Type: Misc     View All Features in Build
Activated beta testing support for ConnectWise 2014.6 beta.
Version: 4.9      Build: 10      Implementation Date: 08/29/2014      Type: Misc     View All Features in Build
For ConnectWise users, when saving a quote that had an existing dtf file attachment in ConnectWise, if it was linked to a ConnectWise Opportunity and the Opportunity could not be found, you would receive a blank reason why the Attachment could not be updated in ConnectWise.
Version: 4.9      Build: 10      Implementation Date: 08/29/2014      Type: Fix     View All Features in Build
For ConnectWise users, the Detail Descriptions and Internal Analysis notes entered on the Create ConnectWise Service Ticket window, would be written to ConnectWise as the Customer you are quoting and not the currently logged in ConnectWise user.
Version: 4.9      Build: 10      Implementation Date: 08/15/2014      Type: Fix     View All Features in Build
For ConnectWise users, when QuoteWerks grouped bundles were added to an opportunity, the quantities set for the individual bundle components were not being calculated correctly. This is now resolved and follows ConnectWise convention.
Version: 4.9      Build: 10      Implementation Date: 08/27/2014      Type: Fix     View All Features in Build
For ConnectWise users, when creating one-off tickets the default service board was not being set.
Version: 4.9      Build: 10      Implementation Date: 08/27/2014      Type: Fix     View All Features in Build
For ConnectWise Users, when setting Service Ticket Defaults in the ConnectWise Setup, the settings would be ignored on Service Tickets created when winning the Opportunity.
Version: 4.9      Build: 10      Implementation Date: 08/27/2014      Type: Fix     View All Features in Build
For ConnectWise users, when using the "Post Received Item(s) against ConnectWise PO Item" would receive error "Error, non-xml response requesting ConnectWise PONumber."
Version: 4.9      Build: 10      Implementation Date: 09/30/2014      Type: Fix     View All Features in Build
For ConnectWise on-premise installations, attachments uploaded to the ConnectWise opportunity would not be accessible. This was a result of the implementation of the ConnectWise public API changes released in v4.9 Build 10.17.
Version: 4.9      Build: 10      Implementation Date: 10/08/2014      Type: Fix     View All Features in Build
For ConnectWise users, under the Contact Manager tab of the Tools->My Preferences menu, clicking on the [Test] button would cause error 428.
Version: 4.9      Build: 10      Implementation Date: 10/08/2014      Type: Fix     View All Features in Build
For ConnectWise users, when adding an attachment on the Create/Update ConnectWise Opportunity window, an error would be returned and the attachment would not be added to the ConnectWise Opportunity. This was a result of the implementation of the ConnectWise public API changes released in v4.9 Build 10.17.
Version: 4.9      Build: 10      Implementation Date: 08/15/2014      Type: Fix     View All Features in Build
For ConnectWise users, Bundles added to a ConnectWise opportunity would not be set taxable under any circumstance. Now, bundles will be set taxable if at least one bundle member is set taxable in QuoteWerks.
Version: 4.9      Build: 10      Implementation Date: 09/25/2014      Type: Fix     View All Features in Build
For ConnectWise 2014.5 users, attachments uploaded to the ConnectWise opportunity would not be accessible. QuoteWerks has been using a proprietary ConnectWise API to upload files to ConnectWise all through ConnectWise versions 2010,2011,2013,2013, and 2014.4. Something changed in ConnectWise 2014.5 preventing this from continuing to work. This was the last set of functionality in the QuoteWerks integration to ConnectWise using the ConnectWise proprietary API. This functionality has now been re-written to use the ConnectWise public API for uploading file attachments. The public ConnectWise API does not support the ability to set the DocumentTitle for the attachment, so the DocumentTitle will be the same as the file name. Also, when using the ConnectWise public API, the username for the attachment will always be "zzAdmin".
Version: 4.9      Build: 8      Implementation Date: 06/05/2014      Type: New     View All Features in Build
For ConnectWise users, when completing an opportunity as Won in QuoteWerks, there is now an option to be warned if you did not select any Service Ticket creation option on the Won Opportunity. This default is set on the Settings tab of the ConnectWise Setup.
Version: 4.9      Build: 8      Implementation Date: 06/05/2014      Type: New     View All Features in Build
For ConnectWise users, when creating a new quote from a Notification on your Dashboard, products on the ConnectWise Opportunity will be added to the new quote. This is helpful when using outside solutions like Labtech or JoomConnect that create Opportunities in ConnectWise.
Version: 4.9      Build: 8      Implementation Date: 06/05/2014      Type: New     View All Features in Build
For ConnectWise users, Opportunity Notifications can now be triggered by up to three different Opportunity Status values in ConnectWise.
Version: 4.9      Build: 8      Implementation Date: 06/05/2014      Type: New     View All Features in Build
For ConnectWise users, you can set defaults for the copying of products and services to new Service Tickets like: "Products and Services", "Each Service", "Services Only", "Products Only", or "<None>" when completing an opportunity as Won in QuoteWerks. This default is set on the Settings tab of the ConnectWise Setup.
Version: 4.9      Build: 8      Implementation Date: 06/05/2014      Type: New     View All Features in Build
For ConnectWise users, you can set the default the Service Board, Status, and Service Type to be used when creating new Service Tickets from QuoteWerks. These defaults are set on the Settings tab of the ConnectWise Setup.
Version: 4.9      Build: 8      Implementation Date: 06/05/2014      Type: Fix     View All Features in Build
For ConnectWise users, when updating a ConnectWise opportunity that had more than 50 line items in it that had more than one line item with the same ConnectWise ProductID would receive error 457.
Version: 4.9      Build: 7      Implementation Date: 05/07/2014      Type: New     View All Features in Build
For ConnectWise users, you can now create a new ConnectWise Company record from the QuoteWerks SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from ConnectWise. Also, the Company field and Contact field must both be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature.
Version: 4.9      Build: 7      Implementation Date: 05/07/2014      Type: New     View All Features in Build
ConnectWise 2014.3 is now supported!
Version: 4.9      Build: 7      Implementation Date: 05/07/2014      Type: New     View All Features in Build
For ConnectWise users, on the Products.Bundles tab of the ConnectWise Setup, there are new options on how to handle QuoteWerks Recurring Groups when sending them over to a ConnectWise Opportunity. The new options are a) "Represent Grouped Bundles (Recurring) as", b) "ConnectWise Bundle product ID (recurring):", c) "Grouped Bundle Header Line (Recurring) Item Type".
Version: 4.9      Build: 7      Implementation Date: 05/07/2014      Type: Misc     View All Features in Build
Activated beta testing support for ConnectWise 2014.4
Version: 4.9      Build: 7      Implementation Date: 05/07/2014      Type: Fix     View All Features in Build
For ConnectWise users, when only a single order document was open and the Purchasing window was opened, closing the single document, and then a ConnectWise PO was created, would receive error about GetActiveSheet and invalid property.
Version: 4.9      Build: 7      Implementation Date: 05/07/2014      Type: Fix     View All Features in Build
For ConnectWise users, when QuoteWerks creates manual POs in ConnectWise as part of the QuoteWerks ConnectWise PO Integration you will be prompted to select the Ship To Warehouse (defaulted according to the corresponding ConnectWise Setup Table). If only one warehouse is available then it will be selected silently and no prompt will occur.
Version: 4.9      Build: 7      Implementation Date: 05/07/2014      Type: Fix     View All Features in Build
For ConnectWise users, in some cases when there are over 100 products on the quote, ConnectWise would timeout while running the query request.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: New     View All Features in Build
Purchase Order numbering sequence. There is now a purchase order unique numbering sequence that you can now use in the PONumber field when creating a new manual purchase order or a new electronic order. This field also supports the F2 key while will display the F2Lookup list which can lookup a PO number from an external source. The PO number will be formatted, for example, like 14-1001TD. The "14" indicates the year of 2014. The "1001" is the unique numeric sequence. The "TD" is an identifier to indicate that the purchase order was for Tech Data. You can choose to have a vendor this vendor identifier or not. Under the Utilities->Vendor Maintenance when editing a vendor you can specify it in the "Vendor PO Prefix" field. It can be a maximum of 3 characters. If QuoteWerks is configured to export purchase orders to QuickBooks, Peachtree, or ConnectWise, this same PO number will be used when creating the purchase order in the accounting software. You will want to reset the unique numeric sequence each year and this can be done on the Installation tab of the Tools->Options menu. The short nature of the PO number format takes into accounts QuickBooks very small 11 character max po number and Ingram Micro being the next at 18 characters.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: New     View All Features in Build
ConnectWise 2014.2 is now supported.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: New     View All Features in Build
For ConnectWise users, when QuoteWerks creates/updates a ConnectWise Opportunity and is setup to write line items to the ConnectWise Opportunity the CRMProductID auto-generation feature is now supported. This can be setup on the Products.Mappings tab of the ConnectWise Setup window from the Contacts->Setup Contact manager menu.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: New     View All Features in Build
ConnectWise 2014.1 is now supported.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: New     View All Features in Build
There is now a Purchase Order Integration option to set under the Tools->Options menu. This same selection is in the setup wizard and is also on the Settings tab of the ConnectWise setup window, QuickBooks setup window and Peachtree setup window. So now you choose which accounting you are integrating with rather than QuoteWerks giving you options and asking every time which accounting you want to export purchase orders too. On the Purchasing window, there are now only two action buttons. The first action button is one to create a Purchase Order in QuoteWerks and optionally exports the purchase order to your designated accounting software. The second action button first creates an online order and then creates a Purchase Order in QuoteWerks and optionally exports the purchase order to your designated accounting software.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: New     View All Features in Build
When creating products in ConnectWise, QuoteWerks now sets the ConnectWise Product's "Serialized" checkbox based on the ItemType mapping. These mappings can be setup on the Opportunities.Products.Serialized tab of the ConnectWise Setup window. The ConnectWise serialized features only work when you have the appropriate ConnectWise inventory module.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: New     View All Features in Build
For ConnectWise Users, when pulling in Company->TaxRate via the DataLink, if no TaxCode is defined on the selected ConnectWise Site then the TaxCode specified on the Company Finance record will be used.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: New     View All Features in Build
For ConnectWise users, when composing an email in QuoteWerks, you can can now select the email addresses belonging to any contact that is associated with the ConnectWise company selected as the Sold To.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: New     View All Features in Build
For ConnectWise users, the ConnectWise Category/Subcategory mappings can be used to determine the QuoteWerks Item type when retrieving items from the ConnectWise Product database. Prior to this change, only the ConnectWise Product Type could be used to map to the QuoteWerks Item Type. Which of these two sets of mappings that controls which set of mappings are used is located on the Products.Product List tab of the ConnectWise Setup window.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: New     View All Features in Build
For ConnectWise users, added an option "Enable multiple Quotes per Opportunity" so this behavior can be controlled. For new installations, this option is disabled by default. If enabled, this option to associate multiple quotes with a single ConnectWise opportunity is an older behavior that is no longer supported. This option is only here for existing ConnectWise users that are still relying on this behavior. For all others, this should not be checked as ConnectWise itself does not support having multiple quotes per single opportunity.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: New     View All Features in Build
For ConnectWise users, when sending over grouped bundles to ConnectWise Opportunities as ConnectWise bundles you can now control if the bundle product in the ConnectWise Opportunity should create a Project phase when the Opportunity is converted to a Project from within ConnectWise. You can map the IsProjectPhase setting on the Products.Bundles tab under the ConnectWise Setup.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: New     View All Features in Build
For ConnectWise users, ConnectWise Bundles are now supported in ConnectWise Opportunities. When creating/updating a ConnectWise Opportunity QuoteWerks "Grouped Bundles" are now created in the ConnectWise Opportunity as Bundles (under the Forecast tab). With this new support, in the ConnectWise Opportunity you will see the bundle header and the corresponding products that make up that bundle. This replaces the functionality where the bundled items were de-bundled and only sent over to the ConnectWise Opportunity as individual product line items with no bundle grouping at all. With this set of changes, we still retain the option "only create a single summary product in ConnectWise (not the individual group items)" for any customers that prefer this. The QuoteWerks bundle item attributes of HidePrice and HideQuantity are transferred over to the ConnectWise Opportunity bundle. When QuoteWerks creates the ConnectWise bundle in the ConnectWise Opportunity, for the ConnectWise Bundle Product ID it will use the Product ID specified in the setup field 'ConnectWise Bundle Product ID' on the Products.Bundles tab of the ConnectWise setup window. If the Group Header line item in QuoteWerks has a value entered in the field that is mapped to the ConnectWise Product ID then QuoteWerks will attempt to use that Product ID as the ConnectWise Opportunity Bundle line Product ID. If the Product ID does not exist in ConnectWise, QuoteWerks will create it. When Bundle Products are created in ConnectWise, all applicable standard product mappings like Product Type, Category/SubCategory and Unit of Measure are applied when creating the new Bundle Product.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: New     View All Features in Build
ConnectWise 2013.4 is now supported.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: New     View All Features in Build
For ConnectWise users, when composing an email in QuoteWerks, you can now search the entire list of ConnectWise contacts for additional email recipients. The fields that can be searched by are: CompanyName, FirstName, LastName, Phone, email.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: Fix     View All Features in Build
For ConnectWise users, When creating service tickets, when you had an item that was a service item that was also a service forecast, there was not an option to create a service ticket for it.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: Fix     View All Features in Build
For ConnectWise users, on the Create/Update ConnectWise Opportunity screen, when changing the sales rep selection would receive an error.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: Fix     View All Features in Build
For ConnectWise users, when pulling contact information into the BillTo or ShipTo fields, the ConnectWise PrimaryAddress/Site would incorrectly be set for the SoldTo contact in the quote. This should only be set when pulling in the SoldTo contact Information.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: Fix     View All Features in Build
For ConnectWise users, when saving as next revision, if new items had been added to the quote prior to starting the 'Save as Next Revision' processes those items would not be reflected in the associated ConnectWise Opportunity forecast / product details until a subsequent manual re-save of the quote was performed.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: Fix     View All Features in Build
For ConnectWise users, when creating/Updating an opportunity in ConnectWise, if the same ConnectWise user was chosen for both 'Sales Rep' and 'Int. Sales Rep' ConnectWise would throw an exception when attempting to save the opportunity details in ConnectWise since ConnectWise does not allow this. The QuoteWerks UI has been updated to prevent selecting the same user for both fields.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: Fix     View All Features in Build
For ConnectWise users, when attempting to update an existing activity the user was instead prompted to create a new activity.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: Fix     View All Features in Build
For ConnectWise Users, the TaxCode set on the shipping line item created in ConnectWise Opportunity would not be set correctly if using the Canadian Tax system.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: Fix     View All Features in Build
For ConnectWise users, would receive error "overflow" when saving an opportunity. Had to do with opportunity forecast record id being larger than 32,000.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: Fix     View All Features in Build
For ConnectWise Users, when creating products in ConnectWise an empty error could be displayed if various QuoteWerks->ConnectWise mappings were not in place.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: Fix     View All Features in Build
For ConnectWise users, in 2013.4 and 2014.1 when creating/updating a ConnectWise Opportunity, product forecast lines were getting created that should not be created with the new ConnectWise functionality introduced in 2013.4 where product items are now created directly on the "Forecast" tab of the opportunity and no longer in a separate "Products" tab.
Version: 4.9      Build: 2      Implementation Date: 12/03/2013      Type: New     View All Features in Build
For ConnectWise users, added support for the ConnectWise [Quote] button on the ConnectWise Sales Opportunity. When clicking on this button, it will create a new quote based on the ConnectWise Sales Opportunity if there is no quote for this opportunity, and if there is already a quote for the ConnectWise Opportunity it will simply open the existing Quote in QuoteWerks. To setup in ConnectWise, on the left menu bar, Choose "Setup", then "Setup Tables". For the Category, choose "Opportunities", then for the "Table" choose "Quote Link". On this screen you can create a Quote Link that is different for each Business unit. Use the following URL string in the Quote Link: quotewerks://quotebutton?Source=ConnectWise&SoldToCMOpportunityRecID={opportunityid}. Also set the option to "Open in new window", and do not click on the [Test] button.
Version: 4.9      Build: 2      Implementation Date: 12/03/2013      Type: New     View All Features in Build
For ConnectWise users, there is now a ConnectWise Integration Mode of "Primary CRM" and "Not Primary CRM". This lets ConnectWise users use QuoteWerks with a CRM like MSCRM to do all their prospecting and quoting. Then, when the quote becomes an order, at that time, using QuoteWerks, they can create the customer in ConnectWise and have QuoteWerks create the sales opportunity, products, and service tickets, etc in ConnectWise. Since QuoteWerks integrates with all 12 of the leading CRM packages, you could use any of these CRMs with QuoteWerks and then once the quote becomes an order, this functionality would allow you to export to ConnectWise. To use ConnectWise in this mode, you will need to choose ConnectWise on the Contacts->Setup Contact Manager menu, and go into the ConnectWise setup and on the Settings tab, choose the "Not Primary CRM" mode. While in the ConnectWise setup screen, make all the setup changes and click on [Ok]. After doing this, back on the Contacts->Setup Contact Manager window you will need to re-select the CRM that you want to use as the Primary CRM and click on [OK]. Once this setup is complete, a Tools->Export To ConnectWise menu will appear and that menu is used to perform the export.
Version: 4.9      Build: 2      Implementation Date: 12/03/2013      Type: New     View All Features in Build
For ConnectWise users, you can now map QuoteWerks fields other than the ManufacturerPartNumber to the ConnectWise Product's ProductID field. The InternalPartNumber, ItemType, and CustomText01-20 are now supported. This mapping is done in the ConnectWise setup, choose the Opportunities tab, then choose the Products sub tab.
Version: 4.9      Build: 2      Implementation Date: 12/03/2013      Type: Misc     View All Features in Build
For ConnectWise users, when creating a Purchase Order, the integration now checks to see if the default business unit and default location have been specified.
Version: 4.9      Build: 2      Implementation Date: 12/10/2013      Type: Fix     View All Features in Build
For ConnectWise users, if the "Add Shipping as a Product (under the opportunity Products tab)" option was set and a field other than the ManufacturerPartNumber was mapped to the Product ID, the shipping item would not be created.
Version: 4.9      Build: 1      Implementation Date: 10/11/2013      Type: New     View All Features in Build
For ConnectWise users, the ShortDescription field from the ConnectWise Product definition is now displayed in the Product Lookup. It is mapped by default to the CustomText02 field. To have access to this new column, you will need to edit the ConnectWise Product Data Source under the Products->Setup Product Data Sources menu and choose to include the new column. On the ConnectWise Product screen, the field labeled "Description" is what is mapped to the QuoteWerks "ShortDescription" field on the Product Lookup. On the ConnectWise Product screen, the field labeled "Customer Description" is what is mapped to the QuoteWerks "Description" field on the Product Lookup. If the ConnectWise "Customer Description" is empty, then QuoteWerks will grab the ConnectWise "Description" field and place it in the QuoteWerks "Description" field.
Version: 4.9      Build: 1      Implementation Date: 10/11/2013      Type: New     View All Features in Build
ConnectWise 2013.3 is now supported.
Version: 4.9      Build: 1      Implementation Date: 10/24/2013      Type: New     View All Features in Build
For ConnectWise users, quotes can now be created starting with ConnectWise Opportunities. When a new opportunity is created in ConnectWise or an existing opportunity in ConnectWise is set to have an opportunity status of "CreateQuote", the ConnectWise Opportunity will appear in the QuoteWerks My Summary Dashboard under the Notifications section. From there you can click on the "Create Quote for ConnectWise Opportunity" link. This will create a new quote in QuoteWerks and populate the SoldTo information with the customer information associated with the opportunity. The description from the opportunity will be copied into the internal notes field on the Notes tab. It will also associate the opportunity with the quote so that when saving the quote this existing opportunity will be updated. This feature was designed so that you can have a person out in the field creating a new ConnectWise opportunity using ConnectWise mobile and just enter some basic specifications for the opportunity. Then back in the office, the person assigned to create quotes will automatically be notified that they need to create a quote for this opportunity. The same concept applies even if the opportunity is created using regular ConnectWise vs ConnectWise Mobile.
Version: 4.9      Build: 1      Implementation Date: 10/11/2013      Type: New     View All Features in Build
For ConnectWise users, when creating products in ConnectWise, the Product's ManufacturerPartNumber is now set in the ConnectWise Product. This feature is supported in ConnectWise 2013.1 and higher.
Version: 4.9      Build: 1      Implementation Date: 10/24/2013      Type: New     View All Features in Build
There is now a 'My Summary' Dashboard in QuoteWerks. It shows a summary total number and total amount of quotes and orders from this month, last month and two months ago. It also shows all the sales' reps quotes that expire within the next 7 days. It also shows any opportunities in ConnectWise that a quote has been requested for. There is a link on the expiring quotes for QuoteValet users to easily post a comment on the expiring quote on QuoteValet to remind the customer that the quote is expiring soon. It also shows a list of all the document that have been recently opened. Pressing the F5 key on the Dashboard will refresh it. The Dashboard is accessible through the new Dashboard icon on the toolbar.
Version: 4.9      Build: 1      Implementation Date: 10/14/2013      Type: New     View All Features in Build
For ConnectWise users, you can now create Purchase Orders in ConnectWise. Under the new Tools->Purchasing menu you have access to all the Order items in QuoteWerks and can easily create ConnectWise Purchase Orders that contain items from multiple orders. Items that do not exist in ConnectWise will be created. Additionally if using the Online Ordering feature of the real-time module, after the items are ordered you will be asked if you want to create a Purchase Order in ConnectWise for the items you just ordered electronically. There is a new Purchase Orders tab on the ConnectWise setup window to enable or disable the PO integration with ConnectWise. Purchase Orders are supported in ConnectWise 2013.1 and higher.
Version: 4.9      Build: 1      Implementation Date: 10/11/2013      Type: New     View All Features in Build
For ConnectWise users, when creating products in ConnectWise, if the Manufacturer for the product does not exist in ConnectWise it will be automatically created in ConnectWise. This feature is supported in ConnectWise 2013.1 and higher.
Version: 4.9      Build: 1      Implementation Date: 10/31/2013      Type: New     View All Features in Build
For ConnectWise users, when pulling in Company->TaxRate via the DataLink if no TaxCode is defined on the selected Site then the TaxCode specified on the Company Finance record is used instead.
Version: 4.9      Build: 1      Implementation Date: 10/24/2013      Type: Misc     View All Features in Build
For ConnectWise users, on the ConnectWise Setup window, renamed the Purchase Order tab to Settings.
Version: 4.9      Build: 1      Implementation Date: 10/15/2013      Type: Fix     View All Features in Build
For ConnectWise users, running versions earlier than 2013.1, would receive error 13 type mismatch when creating/updating the ConnectWise Opportunity while adding the products to the opportunity.
Version: 4.9      Build: 1      Implementation Date: 10/08/2013      Type: Fix     View All Features in Build
For ConnectWise users, when pulling in Company->TaxRate via the DataLink the value is now sourced from the tax rate associated with the user-selected Site address. Prior to this the tax rate was sourced from the default territory set on the company record.
Version: 4.9      Build: 1      Implementation Date: 10/08/2013      Type: Fix     View All Features in Build
For ConnectWise users, when creating/updating an opportunity in ConnectWise the Company address for the opportunity would always be set to the Company's "Default" address regardless of which address had been originally chosen when setting the QuoteWerks SoldTo contact information.
Version: 4.9      Build: 1      Implementation Date: 10/08/2013      Type: Fix     View All Features in Build
For ConnectWise users, when converting a QuoteWerks Quote to Order/Invoice the dtf attachments on the corresponding opportunity would not be updated.
Version: 4.9      Build: 1      Implementation Date: 10/24/2013      Type: Fix     View All Features in Build
For ConnectWise users, would receive error "overflow" when saving an opportunity. Had to do with company address record id being larger than 32,000.
Version: 4.9      Build: 1      Implementation Date: 10/24/2013      Type: Fix     View All Features in Build
For ConnectWise users, when selecting a contact for the quote, in some cases would receive error "run time error 91 object variable not set". This would happen when the contact in ConnectWise had a primary address set for it that is invalid/corrupt.
Version: 4.9      Build: 1      Implementation Date: 10/14/2013      Type: Fix     View All Features in Build
For ConnectWise users running a version lower than 2013.1, when creating products in ConnectWise, would receive error that the manufacturer must exist if you supply the manufacturer with the product creation.
Version: 4.8      Build: 5      Implementation Date: 09/05/2013      Type: New     View All Features in Build
ConnectWise 2013.2 is now supported!
Version: 4.8      Build: 5      Implementation Date: 07/17/2013      Type: New     View All Features in Build
ConnectWise 2013.1 is now supported!
Version: 4.8      Build: 5      Implementation Date: 06/03/2013      Type: Fix     View All Features in Build
For ConnectWise users, on the Create ConnectWise Service Ticket window, the fields "New Detail Description Note" and "New Internal Analysis Note" did not support multiple lines.
Version: 4.8      Build: 5      Implementation Date: 06/03/2013      Type: Fix     View All Features in Build
For ConnectWise users, In some cases an error would occur when attempting to attach a QuoteWerks document to a ConnectWise opportunity as part of the QuoteWerks->ConnectWise integration.
Version: 4.8      Build: 5      Implementation 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: 4.8      Build: 5      Implementation Date: 07/17/2013      Type: Fix     View All Features in Build
For ConnectWise users, when creating a new Order directly (vs converting from a quote), the Completed Opportunity created in ConnectWise would be duplicated.
Version: 4.8      Build: 3      Implementation Date: 01/23/2013      Type: New     View All Features in Build
For ConnectWise users, it is now possible to select whether or not to create individual products items for an opportunity right from within the Create/Update Opportunity Window. This is especially useful during the initial stages of creating the quote where you might not want to send all the items over to ConnectWise yet. On the ConnectWise Setup window, under the Forecast Lines Sub Tab of the Opportunities tab, there is an option "Default 'Create/Update individual product items' checkbox on the ConnectWise Opportunity Integration Window" which lets you set this default. You can also always force the creation of the items by checking the "Force the creation of Individual product items when 'Converting to' or Creating/Updating' an Order or Invoice" checkbox.
Version: 4.8      Build: 3      Implementation Date: 01/23/2013      Type: New     View All Features in Build
For ConnectWise users, when linking to the ConnectWise Product list, in the Product Lookup window, in addition to the current search fields, you can now search by Manufacturer field and VendorPartNumber field. The ManufacturerPartNumber search field searches the ConnectWise ItemId field and the ConnectWise Product ManufacturerPartNumber field can now be displayed in the search results under the CustomText01 column. Also of note, the Description field searches the ConnectWise "Customer Description". To be able to search for these new fields, you will need to edit the ConnectWise Product Data Sources under the Products->Setup Product Data Sources menu and choose to include these new columns.
Version: 4.8      Build: 3      Implementation Date: 01/23/2013      Type: New     View All Features in Build
For ConnectWise users, on the ConnectWise Setup window, under the General Sub Tab of the Opportunities tab, you can now set the Default Opportunity Status for new opportunities, Closed-Won opportunities, and Closed-Lost opportunities.
Version: 4.8      Build: 3      Implementation Date: 01/23/2013      Type: New     View All Features in Build
For ConnectWise users, when converting a quote to an order and in the process converting the ConnectWise Opportunity status, you now have the choice to specify which Opp Status you want to change the ConnectWise opportunity to.
Version: 4.8      Build: 3      Implementation Date: 01/23/2013      Type: New     View All Features in Build
For ConnectWise users, when creating/updating an opportunity in ConnectWise the Opportunity Status list is now populated with the values from the corresponding ConnectWise Setup Table instead of being hardcoded.
Version: 4.8      Build: 3      Implementation Date: 01/28/2013      Type: Fix     View All Features in Build
For ConnectWise users, when attaching files to the ConnectWise opportunity, there would be an intermittent timeout on the connection to the ConnectWise service resulting in a failed attachment. The connection is now automatically restored, resolving the issue.
Version: 4.8      Build: 1      Implementation Date: 11/14/2012      Type: New     View All Features in Build
For QuoteValet Mobile users, that use ConnectWise, there is now a new Contacts bottom tab where you can choose the ConnectWise contact from your ConnectWise database while creating a QuoteValet mobile quote.
Version: 4.8      Build: 1      Implementation Date: 11/14/2012      Type: New     View All Features in Build
ConnectWise 2012.2 is now supported!
Version: 4.8      Build: 1      Implementation Date: 11/21/2012      Type: Fix     View All Features in Build
For ConnectWise users, "run-time error '91': Object variable or With block variable not set" when selecting a ConnectWise contact that has been deleted from ConnectWise, but is still in the ConnectWise recycle bin.
Version: 4.8      Build: 1      Implementation Date: 11/21/2012      Type: Fix     View All Features in Build
For ConnectWise users, "run-time error '92': For loop not initialized searching ConnectWise product list. Would happen when connection to ConnectWise timed out.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: New     View All Features in Build
For ConnectWise users, when creating / updating an opportunity you can now specify an Internal Salesrep.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: New     View All Features in Build
For ConnectWise users, when converting a quote to an order, you now have the ability to create or link to service tickets in ConnectWise. You can create a service ticket for all the products, a service ticket for all the service items, a separate service ticket for each service item, or a combination of the above. Now, you have a way to get service items onto ConnectWise service tickets - a QuoteWerks exclusive!
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: New     View All Features in Build
For ConnectWise users, it is now possible to configure a default Location to use when creating new opportunities in ConnectWise.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: New     View All Features in Build
For ConnectWise users, it is now possible to configure a default Business Unit to use when creating new opportunities in ConnectWise.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: New     View All Features in Build
For ConnectWise users, when creating / updating an opportunity you can now specify an associated Marketing Campaign.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: New     View All Features in Build
For ConnectWise users, Service tickets are now supported! When saving the quote, you can choose to create a single or multiple service tickets (with or without creating/attaching an opportunity)! This is great for creating a service ticket for a site survey or to initiate any processes needed when creating a new quote or saving changes to an existing quote.

See a screenshot of this feature

Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: New     View All Features in Build
For ConnectWise users, negative quantities are now supported for opportunity products (Products tab of an ConnectWise Opportunity)
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: Misc     View All Features in Build
For ConnectWise users, when adding new products to the ConnectWise product database (as part of an opportunity update/create) QuoteWerks would display a warning message for every product that had a manufacturer specified that was not found in ConnectWise. It was found that this could be disruptive on quotes with many line items. The behavior has now been adjusted to only warn once for each manufacture not found.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: Misc     View All Features in Build
For ConnectWise users, when QuoteWerks is configured to send over shipping costs to ConnectWise and the shipping amount for the Quote was $0, a forecast with a $0 dollar amount would be created in ConnectWise. This behavior has been changed such that if the shipping amount of the Quote is $0 then the associated forecast line is NOT created in ConnectWise.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: Fix     View All Features in Build
For ConnectWise users, when adding a product to a Quote from the ConnectWise product data source line breaks would be missing from the description.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: Fix     View All Features in Build
For ConnectWise users, when saving a large quote in QuoteWerks (500+ line items) and creating / updating an associated opportunity in ConnectWise, QuoteWerks would sometimes throw an exception.
Version: 4.7      Build: 7      Implementation Date: 08/27/2012      Type: Fix     View All Features in Build
The default ConnectWise Location and Business Unit settings were not getting saved.
Version: 4.7      Build: 4      Implementation 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: 4.7      Build: 4      Implementation Date: 03/16/2012      Type: New     View All Features in Build
ConnectWise 2012.1 is now supported!
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: New     View All Features in Build
For ConnectWise users, from the Save window, you can now create 'one-off' activities in ConnectWise.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: New     View All Features in Build
For ConnectWise users, when creating a ConnectWise Activity, you can now specify the 'Assign To' value so that you can assign the activity to another ConnectWise user.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: Misc     View All Features in Build
For ConnectWise users, when attempting to create / update an opportunity a warning messaging would be displayed, and the process would be cancelled if a line item had a manufacture part number that ended in a space. ConnectWise has since resolved the underlying issue that this warning was handling and we've now removed this behavior.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: Fix     View All Features in Build
For ConnectWise users, when closing an opportunity as won via the QuoteWerks-ConnectWise Integration the following underlying fields were being populated incorrectly: ExpectedCloseDate, DateClosed and ClosedBy.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: Fix     View All Features in Build
For ConnectWise users, when attempting to create a product in the ConnectWise Product Database via the QuoteWerks-ConnectWise integration the process could fail due to a case-sensitivity issue concerning the Manufacturer field.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: Fix     View All Features in Build
For ConnectWise users, would receive error 'Runtime error 13 - Type Mismatch' when attempting to create/update an opportunity in ConnectWise for a quote with a grouped bundle were none of the line items in the group were taxable.
Version: 4.7      Build: 1      Implementation Date: 11/07/2011      Type: New     View All Features in Build
For ConnectWise users, when using ConnectWise as a Product Data Source, the product's Manufacturer, Vendor, and VendorSKU of the product is now available.
Version: 4.7      Build: 1      Implementation Date: 11/07/2011      Type: New     View All Features in Build
Etilize 2.0 UI redesign and enhancements. Now includes accessories, spec sheets, website links, and support for multiple part numbers for the same item. The Etilize panel is now available on both the Product Lookup window and the Quote WorkBook, making it easy to update existing items on existing quotes with updated Etilize information. Etilize information is no longer just displayed when searching Etilize on the Product Lookup window, the Etilize panel now displays when searching individual product databases including Autotask and ConnectWise products. When searching for Etilize Products from the Product Lookup, you can narrow down the results by Category, Sub-Category, Manufacturer, and you can also limit the results to only items carried by distributors that you have setup real-time pricing for. Pricing is now available from CDW, Newegg, Dell, and Amazon. Etilize product content is now supported for UK Customers. To top it all off the Etilize integration now boasts a 7x speed increase!
Version: 4.7      Build: 1      Implementation Date: 11/21/2011      Type: Misc     View All Features in Build
ConnectWise Integration installer now says version "4.x"
Version: 4.7      Build: 1      Implementation Date: 11/07/2011      Type: Fix     View All Features in Build
For ConnectWise users, percent charge and percent discount type line items were not being included as part of the opportunity.
Version: 4.7      Build: 1      Implementation Date: 11/07/2011      Type: Fix     View All Features in Build
For ConnectWise users, would receive runtime error 9 when attempting to create/update an opportunity, and some pick lists were empty.
Version: 4.6      Build: 6      Implementation Date: 09/08/2011      Type: New     View All Features in Build
ConnectWise 2011.3 is now supported!
Version: 4.6      Build: 6      Implementation Date: 09/08/2011      Type: Fix     View All Features in Build
For ConnectWise users, when creating line item detail, if not existing products where found, an error would incorrectly be displayed about a error 0 problem with the manufacturer part number.
Version: 4.6      Build: 5      Implementation Date: 06/10/2011      Type: New     View All Features in Build
ConnectWise 2011.2 is now supported! Starting with this build of QuoteWerks (Build 5), QuoteWerks will only support ConnectWise 2011.2 or higher. The entire ConnectWise Integration has been re-written from the ground up to take advantage of many new public APIs available in 2011.2. As a result, the integration is overall much faster and now almost completely uses their public APIs.
Version: 4.6      Build: 5      Implementation Date: 06/10/2011      Type: New     View All Features in Build
For ConnectWise users, the Primary SalesRep can now be specified When Creating/Updating an opportunity.
Version: 4.6      Build: 5      Implementation Date: 07/09/2011      Type: New     View All Features in Build
For ConnectWise users, it is now possible to create a Call activity without specifying a time.
Version: 4.6      Build: 5      Implementation Date: 06/10/2011      Type: New     View All Features in Build
For ConnectWise users, the shipping amount specified on the Shipping Amount window accessible from the Document Items tab can now be sent over to the ConnectWise opportunity as a forecast summary line, or an individual product (including cost).
Version: 4.6      Build: 5      Implementation Date: 06/10/2011      Type: New     View All Features in Build
For ConnectWise users, the Location and Business Unit for a new opportunity default to the default Location and Business Unit set for the selected company in ConnectWise.
Version: 4.6      Build: 5      Implementation Date: 06/10/2011      Type: New     View All Features in Build
For ConnectWise users, on the Create/Update Opportunity Window, Sales Stages are now sorted by the underlying Sequence Number instead of by their Description.
Version: 4.6      Build: 5      Implementation Date: 06/10/2011      Type: New     View All Features in Build
For ConnectWise users, support has been added for product class types of "Service" and "Agreement". The forecast creation logic for these product class types now mirrors ConnectWise.
Version: 4.6      Build: 5      Implementation Date: 06/27/2011      Type: Misc     View All Features in Build
For ConnectWise users, the Location List and Business Unit List is now ordered alphabetically.
Version: 4.6      Build: 5      Implementation Date: 07/09/2011      Type: Misc     View All Features in Build
For ConnectWise users, there was an issue where a cryptic error exception would be displayed when attempting to create/update a call activity if the activity type of 'call' had been renamed or deleted from ConnectWise. Now a friendly error message is shown describing how to resolve the issue.
Version: 4.6      Build: 5      Implementation Date: 07/09/2011      Type: Fix     View All Features in Build
For ConnectWise users, error would occur while creating/updating an opportunity in ConnectWise if the link was configured to create individual line item data and one of the line items contained an apostrophe in the manufacturer part number.
Version: 4.6      Build: 5      Implementation Date: 06/10/2011      Type: Fix     View All Features in Build
For ConnectWise users, an issue where DTF attachments would be duplicated on the Documents Tab of a ConnectWise Opportunity has been resolved.
Version: 4.6      Build: 5      Implementation Date: 06/10/2011      Type: Fix     View All Features in Build
For ConnectWise users, an issue where forecast lines would be duplicated in ConnectWise upon Convert to Order, Invoice, etc. has been resolved.
Version: 4.6      Build: 5      Implementation Date: 06/10/2011      Type: Fix     View All Features in Build
For ConnectWise users, an issue where Call Activities were intermittently not being updated has been resolved.
Version: 4.6      Build: 5      Implementation Date: 06/10/2011      Type: Fix     View All Features in Build
For ConnectWise users, if an item marked as recurring in QuoteWerks was set to 'Include First Payment in Document Totals' the value of the associated Forecast created in ConnectWise was incorrectly inflated by the amount of that first payment.
Version: 4.6      Build: 5      Implementation Date: 06/10/2011      Type: Fix     View All Features in Build
For ConnectWise users, in rare situations, the Create/Update Opportunity window would either not be displayed, or would be displayed twice.
Version: 4.6      Build: 5      Implementation Date: 06/10/2011      Type: Fix     View All Features in Build
For ConnectWise users, if including the first months payment in a recurring revenue item, an extra period was being calculated when it was sent over to ConnectWise.
Version: 4.6      Build: 5      Implementation Date: 07/09/2011      Type: Fix     View All Features in Build
For ConnectWise users, error would occur if the ConnectWise Integration was configured to both (send over product data as a rollup) AND (send shipping over a product). Now, under this configuration the shipping goes over under the rollup and a warning is presented at the time of setup indicating this behavior.
Version: 4.6      Build: 5      Implementation Date: 07/09/2011      Type: Fix     View All Features in Build
For ConnectWise users when attempting to link to an existing opportunity, closed opportunities were being displayed in the list.
Version: 4.6      Build: 5      Implementation Date: 07/09/2011      Type: Fix     View All Features in Build
For ConnectWise users, when updating an opportunity with individual line items, if a line item had a quantity of 0 the line item would be sent over with a quantity of 1. Now, line items with a quantity of 0 are not sent over.
Version: 4.6      Build: 1      Implementation Date: 01/11/2011      Type: New     View All Features in Build
ConnectWise 2011.1 is now supported!
Version: 4.6      Build: 1      Implementation Date: 12/20/2010      Type: Fix     View All Features in Build
For ConnectWise users, when mapping QuoteWerks Item Types to ConnectWise types, if the length of all the mapped items names combined together, exceeded 255 chars, mappings would not be saved.
Version: 4.5      Build: 10      Implementation Date: 08/11/2010      Type: New     View All Features in Build
ConnectWise 2010.4 is now supported!
Version: 4.5      Build: 9      Implementation Date: 07/23/2010      Type: New     View All Features in Build
ConnectWise 2010.3 is now supported!
Version: 4.5      Build: 9      Implementation 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      Implementation Date: 07/23/2010      Type: New     View All Features in Build
For ConnectWise users, when creating product definitions in ConnectWise, there is now a mapping for the ConnectWise Product Class.
Version: 4.5      Build: 9      Implementation Date: 07/23/2010      Type: Misc     View All Features in Build
For ConnectWise users, on the Create/Update Opportunity window, the "attach files" option has been moved onto it's own tab to reduce the overall size of the window.
Version: 4.5      Build: 9      Implementation Date: 07/23/2010      Type: Fix     View All Features in Build
For ConnectWise users, mapping issue with QuoteWerks Unit of Measure to ConnectWise Unit of Measure.
Version: 4.5      Build: 9      Implementation Date: 07/23/2010      Type: Fix     View All Features in Build
For ConnectWise 2010.3 users, when QuoteWerks added products to the Products tab of the Opportunity, the description would be truncated to 50 characters.
Version: 4.5      Build: 7      Implementation Date: 06/21/2010      Type: New     View All Features in Build
For ConnectWise users, the TaxRate and Terms fields can now be automatically retrieved from the ConnectWise company and pulled into the quote using the DataLink feature. To activate this, need to setup them as DataLink fields. Under the Contacts->Setup Contact Manager, choose ConnectWise and then click on the [DataLink Setup] button. Click on the [New] button to create a new DataLink mapping. Choose "Company->TaxRate" as the Contact Manager field and "LocalTaxRate" as the QuoteWerks field. For the Terms field, click on the [New] button and choose "Company->Terms" as the Contact Manager field and "Terms" as the QuoteWerks field.
Version: 4.5      Build: 7      Implementation Date: 06/21/2010      Type: New     View All Features in Build
For ConnectWise users, when QuoteWerks creates a product definition in ConnectWise, the manufacturer field will now be set as long as the Manufacturer exists in the hard coded list of manufacturers in ConnectWise. If the manufacturer for the item does not exist in ConnectWise the manufacturer will be set to a blank value. If you would prefer to have the manufacturer set to "Other", you can set the ini key ManufacturerNotFoundSetToOther=-1 under the [ConnectWise] section of the site.ini file.
Version: 4.5      Build: 7      Implementation Date: 06/21/2010      Type: New     View All Features in Build
For ConnectWise users, if a quote is converted to an order and only this quote is linked to the ConnectWise Opportunity, the ConnectWise Opportunity will be closed as Won (in addition to the quote's forecast line being closed as Won).
Version: 4.5      Build: 7      Implementation Date: 06/21/2010      Type: New     View All Features in Build
For ConnectWise users, ConnectWise user defined fields are now supported by our DataLink. The User Defined Fields from the Profile tab of the ConnectWise Company record and the User Defined Fields from the Other tab of the ConnectWise Contact record can now be pulled into the quote automatically when the contact is inserted into the quote.
Version: 4.5      Build: 7      Implementation Date: 06/21/2010      Type: New     View All Features in Build
For ConnectWise users, the ConnectWise Opportunity Location and Business Unit can now be set through the Create/Update Opportunity window in QuoteWerks.
Version: 4.5      Build: 7      Implementation Date: 06/21/2010      Type: New     View All Features in Build
For ConnectWise users, you can now attach files to the Documents tab of the ConnectWise Opportunity through the Create/Update ConnectWise Opportunity window. You can either select a file using a file selection dialog, or choose a file that is already linked to the quote under the Links tab on the Quote WorkBook. This is really useful for attaching a PDF version of the quote to the ConnectWise Opportunity. Having a PDF version of the quote is an advantage because anyone can then view the quote - they do not have to have QuoteWerks installed on their machine to view the quote. You can attach multiple PDF files to the opportunity, so you can easily attach the customer proposal, and a no frills plain vanilla version for the service technicians to follow, and basically anything else you could want.
Version: 4.5      Build: 7      Implementation Date: 06/21/2010      Type: Misc     View All Features in Build
For ConnectWise users, in the 2010.3 update, the Services tab of the ConnectWise Opportunity was renamed to "Project Staffing". Services tab references were updated.
Version: 4.5      Build: 7      Implementation Date: 06/21/2010      Type: Misc     View All Features in Build
For ConnectWise users, made change to detect a ConnectWise issue and inform the user of a workaround. Previously a cryptic error message would be displayed. In short, when you delete a ConnectWise company, the contacts under that company are deleted too. The deleted Company is put into the Company Recycle bin. While the deleted company is in the recycle bin, an API search for the contact's last name will return the contact, but the company the company refers to is missing. ConnectWise Service ticket #1019597/API.
Version: 4.5      Build: 7      Implementation Date: 06/23/2010      Type: Misc     View All Features in Build
Made modifications to accomodate another opportunity related change made in ConnectWise 2010.3 (8409).
Version: 4.5      Build: 7      Implementation Date: 06/23/2010      Type: Misc     View All Features in Build
Added Debug Command "cwinfo" for displaying ConnectWise integration details.
Version: 4.5      Build: 7      Implementation Date: 06/21/2010      Type: Fix     View All Features in Build
For ConnectWise users, needed to make changes to accommodate a ConnectWise update 2010.2 (Build 7997). Only needed for users running ConnectWise at www.myconnectwise.NET.
Version: 4.5      Build: 7      Implementation Date: 06/21/2010      Type: Fix     View All Features in Build
For ConnectWise users, if a QuoteWerks ItemType was mapped to a ConnectWise Product Type and then the ItemType was removed from the QuoteWerks list of ItemTypes, the mapping would still exist even though it would not be displayed in the mappings setup screen.
Version: 4.5      Build: 7      Implementation Date: 06/21/2010      Type: Fix     View All Features in Build
For ConnectWise users, when searching for a contact, if very quickly clicking on the [Use in SoldTo] and [Use in Ship To] buttons, an error would occur because the first task was still being executed when another one was started.
Version: 4.5      Build: 7      Implementation Date: 06/21/2010      Type: Fix     View All Features in Build
For ConnectWise users, if there were multiple addresses for a customer, and you were selecting that customer for a ship to location and there was no default ship to address defined in ConnectWise for this customer, would receive "index out of bounds" error.
Version: 4.5      Build: 7      Implementation Date: 06/21/2010      Type: Fix     View All Features in Build
For ConnectWise users, when searching for a contact, the phone number would be displayed without formatting like "4072481481" rather than "(407) 248-1481".
Version: 4.5      Build: 7      Implementation Date: 06/21/2010      Type: Fix     View All Features in Build
For ConnectWise users when the Category/SubCategory Items were mapped, if the ConnectWise Category/SubCategory item contained "(" or ")" characters like "Hardware/Telephony (VoIP)", the mapping would not be saved, resulting in error messages about these Category/SubCategory values not existing in ConnectWise.
Version: 4.5      Build: 7      Implementation Date: 06/21/2010      Type: Fix     View All Features in Build
For ConnectWise users, when creating/updating an opportunity, if one of the line items used in the quote existed in ConnectWise, but was flagged as an "inactive" item in ConnectWise, a cryptic exception error would be displayed. Now, the message will include the item that is causing the problem along with some possible solutions.
Version: 4.5      Build: 5      Implementation Date: 04/23/2010      Type: New     View All Features in Build
For ConnectWise users, there is now a new [Unlink] button on the Create/Update Opportunity window. This is useful when accidentally attaching a quote to the wrong opportunity in ConnectWise. With this feature all entries relating to the QuoteWerks Quote will be removed from the ConnectWise opportunity including: Forecast lines, products listed under the Products Tab, services listed under the Services Tab, the document attachment under the Documents Tab, and the Call activity under the Activities Tab.

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Version: 4.5      Build: 5      Implementation Date: 04/23/2010      Type: New     View All Features in Build
For ConnectWise users, when selecting a contact to use in the quote, if the contact has multiple sites associated with it, you will be able to choose the particular site you would want to use. Sites can be designated as Primary, Default Ship, Default Bill, and Default Mail. These designations are indicated in your selection list. Additionally, when selecting a Ship To contact for the quote, the Default Ship site will be the default selection.

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Version: 4.5      Build: 5      Implementation Date: 04/23/2010      Type: Misc     View All Features in Build
For ConnectWise users, the drop down list of existing ConnectWise opportunities on the Create/Update Opportunity window is now sorted alphabetically.
Version: 4.5      Build: 5      Implementation Date: 04/23/2010      Type: Fix     View All Features in Build
For ConnectWise users, if funky characters like >%<& were used in ConnectWise login credentials, the login would fail.
Version: 4.5      Build: 5      Implementation Date: 04/23/2010      Type: Fix     View All Features in Build
In some cases the ConnectWise Partner API would return the same opportunity more than once when requesting a list of all opportunities for a particular ConnectWise company.
Version: 4.5      Build: 5      Implementation Date: 04/23/2010      Type: Fix     View All Features in Build
If trying to create more than one ConnectWise product data source QuoteWerks will now warn you.
Version: 4.5      Build: 5      Implementation Date: 04/23/2010      Type: Fix     View All Features in Build
If the default contact manager was set to ConnectWise, the second description field on the product Lookup window would be disabled.
Version: 4.5      Build: 4      Implementation Date: 04/07/2010      Type: New     View All Features in Build
ConnectWise 2010 is now supported with new built-in ConnectWise link. This new integration is available in the Corporate Edition of QuoteWerks. The integration includes: a) ConnectWise can be searched to find Contacts to pull into the quote. b) QuoteWerks will create/update a Sales opportunity in ConnectWise. You can attach to existing ConnectWise opportunities or create new opportunities in ConnectWise. You can even attach multiple quotes to the same ConnectWise opportunity. QuoteWerks creates forecast lines in the ConnectWise opportunity breaking down the forecasted amount by Product, Service, Managed Service, and Other. This enables you to quickly glance at your opportunity to see your revenue breakdown. Recurring revenue forecasting options are also supported. Products and Services can be optionally be automatically created under the Products and Services tabs respectively in the ConnectWise opportunity. These products are also created and updated in the ConnectWise master product database. c) QuoteWerks will create/update an attachment to the quote under the Documents tab in the ConnectWise Opportunity. This can be used to open up the quote that the opportunity refers to. If this is a remote install or satellite office, opening that document link will import that quote into that QuoteWerks installation. d) QuoteWerks will create/update a call activity in ConnectWise used to follow up on the quote. This call will be linked to both the ConnectWise contact and the ConnectWise Opportunity. e) The QuoteWerks DataLink feature can be used with ConnectWise enabling you to retrieve information like Terms and shipping method from the ConnectWise contact into the quote. f) When printing, QuoteWerks can retrieve Contact data from ConnectWise and include it in the printed output. g) ConnectWise Contact data can be retrieved using the F2 Lookup macro of ~ConnectWise_Macro(). h) QuoteWerks can link to the ConnectWise product database as a Product Data Source. From within QuoteWerks you can search the ConnectWise product database, and add these products to your QuoteWerks quote. i) The integration communicates directly with the ConnectWise backend, so the ConnectWise "fat" client does not need to be running for the integration to work. This is particularly useful if you do not have ConnectWise or QuoteWerks running. In this case, if you want to create a quote, you only need to open QuoteWerks.

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Version: 4.5      Build: 4      Implementation Date: 04/07/2010      Type: New     View All Features in Build
Added Opportunity Name default on the Misc tab of the Tools|Options menu. Macros are supported. With this, the default Opportunity names can be more descriptive and therefore more useful. Currently this is only used with ConnectWise opportunities.