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Version: 5.2    Build: 8.12    Release Date: 07/11/2017     Type: Misc     View All Features in Build
Most SQL queries timeout setting was increased from 30 seconds to 45 seconds.
Version: 5.2    Build: 6.07    Release Date: 05/30/2017     Type: Fix     View All Features in Build
For SQL 2000 users, QuoteWerks trapped Error (-2147217865) Invalid object name 'sys.syslanguages'.
Version: 5.2    Build: 2.26    Release Date: 02/10/2017     Type: New     View All Features in Build
Added Misc Access Right "CannotManuallyModifyProductQuery". When this is set, the "Show SQL" option will not appear on the Product Lookup window.
Version: 5.2    Build: 2.22    Release Date: 01/26/2017     Type: Fix     View All Features in Build
When converting a QUOTE to an ORDER that had multiple revisions and some revisions where deleted, could receive error: An error occurred in the SaveDocumentToDTFFileEx function. The Document Header record was not found in the database. SQL=SELECT * FROM DocumentHeaders WHERE ID = 0
Version: 5.2    Build: 2.22    Release Date: 01/26/2017     Type: Fix     View All Features in Build
When installing QuoteWerks update, converting from v5.0 Build 5 or earlier to version 5.2 would receive error: Error opening recordset in ConnOpenRecordset(): QuoteWerks trapped Error (-2147217865) Invalid object name 'SystemSettings'. SQL=SELECT KeyValue FROM SystemSettings WHERE SectionName='System' AND KeyName='PrintElementOrder'
Version: 5.2    Build: 1.29    Release Date: 11/09/2016     Type: Fix     View All Features in Build
On startup before the version 5.2 conversion is run received error opening recordset in ConnOpenRecordset() SQL=SELECT KeyValue from SystemSettings WHERE SectionName='QuoteValet' AND KeyName='TenantAccountNumber'
Version: 5.2    Build: 1.28    Release Date: 11/08/2016     Type: New     View All Features in Build
When rehosting to SQL you can now specify an existing Database to rehost to. This is useful so that you do not have to supply a SQL server UserID that has the security rights to create databases.
Version: 5.2    Build: 1.28    Release Date: 11/08/2016     Type: Fix     View All Features in Build
On installations rehosted to SQL many years ago, when upgraded to v5.1 build 6.01 - 6.06 in some cases, would receive error "INIFileName was empty for user..." when starting QuoteWerks. This version 5.2 Build 1 upgrade will correct this issue for all versions in all scenarios.
Version: 5.2    Build: 1.28    Release Date: 11/08/2016     Type: Fix     View All Features in Build
Fixed issue with the re-establish connection for SQL database lost connections.
Version: 5.2    Build: 1.28    Release Date: 11/08/2016     Type: Fix     View All Features in Build
Increased SQL Query timeout from 30 to 60 seconds in the Open Document, Management Reports, and Tools->Find Quoted Item areas.
Version: 5.1    Build: 6.07    Release Date: 07/11/2016     Type: Fix     View All Features in Build
On installations rehosted to SQL many years ago, when v5.1 Build 6.01 - 6.06 was installed, in some cases, would receive error "INIFileName was empty for user..." when starting QuoteWerks. User that install v5.1 Build 6.07 that have not installed build 6.01 - 6.06 will no longer receive this error. Any users that installed v5.1 Build 6.01 - 6.06 that experience this issue will need to contact technical support for assistance.
Version: 5.1    Build: 6.06    Release Date: 07/05/2016     Type: New     View All Features in Build
Microsoft SQL Server 2016 is now supported!
Version: 5.1    Build: 4.22    Release Date: 03/14/2016     Type: Fix     View All Features in Build
When opening a quote would sometimes receive error like "Error opening recordset in ConnOpenRecordset(): Error (-2147217900) Incorrect syntax near 'A26DDA8F4DF6963FE629216E7534'. adoConnState=1 SQL=SELECT DocNo, ID FROM DocumentHeaders WHERE RecGUID=6979A26DDA8F4DF6963FE629216E7534"
Version: 5.1    Build: 4    Release Date: 02/03/2016     Type: New     View All Features in Build
Added new macro fields: &SYS_FirstDayOfCurrentYearForSQL, &SYS_LastDayOfCurrentYearForSQL, &SYS_FirstDayOfLastYearForSQL, and &SYS_LastDayOfLastYearForSQL. These are especially useful in report filters.
Version: 5.1    Build: 4    Release Date: 02/03/2016     Type: Fix     View All Features in Build
Issue with determining SQL Server version for SQL Server 2012 for the "CU" cumulative update notation like "SQL Server 2012 (SP3-CU1)".
Version: 5.1    Build: 2.25    Release Date: 12/15/2015     Type: Fix     View All Features in Build
When a SQL hosted Remote installation of QuoteWerks is in the middle of a synchronization and the network connection is lost, when restarting QuoteWerks the error "Error, no records found in SecurityAccounts table!" could be received. Changes have been made. Now the records from the table SecurityAccounts are copied into the SecurityAccounts_BACKUP_DataOnly table immediately before all the records are deleted out of SecurityAccounts in preparation to receive the newer records from the master installation. When QuoteWerks starts, if it detects that there are no SecurityAccounts records, it checks to see if it is a Remote installation and checks to see if the SecurityAccounts_BACKUP_DataOnly table exists. If both conditions are true then it restores the SecurityAccounts data back to the pre-synchronization version. At this point the user can log back into QuoteWerks and run the synchronization process again.
Version: 5.0    Build: 1    Release 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: 4.9    Build: 10.18    Release Date: 09/25/2014     Type: Fix     View All Features in Build
For installations rehosted to SQL would receive error about LastModifiedBy field not being in the product database. This would happen during a synchronization process, or when creating a new product database.
Version: 4.9    Build: 8    Release Date: 06/05/2014     Type: New     View All Features in Build
Microsoft SQL Server 2014 is now supported!
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: Fix     View All Features in Build
Error about SQL "incorrect syntax" when deleting an approval profile.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: Fix     View All Features in Build
When creating a new user, the user name is limited to 50 chars. Entering larger would cause an error when the installation was hosted on SQL.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: Fix     View All Features in Build
Would receive error "The text, ntext, and image data types cannot be used in the WHERE, HAVING, or ON clause, except with the LIKE or IS NULL predicates." or error "The data types ntext and varchar are incompatible in the equal to operator." This would happen when rehosted to the SQL backend and an "Equal to" search was performed on a Description field which is a memo field.
Version: 4.8    Build: 5.12    Release Date: 07/12/2013     Type: Fix     View All Features in Build
When creating a new product database on an installation that is rehosted to SQL, in the case where all the table names in the database added together where longer than 32,768 characters would receive an overflow error.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: Fix     View All Features in Build
After a rehost to SQL the contacts.mdb and auxdata.mdb files were not getting renamed to contacts.rehosted and auxdata.rehosted respectively.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: Fix     View All Features in Build
The auxdata.mdb file was not getting rehosted to the SQL database during the rehost to SQL process.
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: New     View All Features in Build
Microsoft SQL Server 2012 is now supported!
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: Misc     View All Features in Build
Changes to the Product Lookup window "Show SQL" option.
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: Fix     View All Features in Build
When rehosted to SQL, from the Quick Lookup bar if choosing to lookup an item using the description field would receive an error.
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: Misc     View All Features in Build
Added new settting to the backend.ini file. Under the [Backend] section, the key SQLForceUNICODE=-1 is used to force QuoteWerks to save to the SQL database in UNICODE format. This is needed in some countries depending upon their language and character sets.
Version: 4.7    Build: 1.01    Release Date: 11/16/2011     Type: Fix     View All Features in Build
Error 438 when clicking on Finish tab when attempting to Rehost to SQL.
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: New     View All Features in Build
For Corporate Edition users rehosted to SQL, Email Templates (introduced in this build) can now be rolled out to remote installations or bi-directionally synchronized (including deletions).
Version: 4.6    Build: 3    Release Date: 02/18/2011     Type: Fix     View All Features in Build
For users with the SQL backend, if using the Open Export module to export xml or QuoteValet to re-upload an existing quote would receive "invalid use of null" error.
Version: 4.6    Build: 3    Release Date: 02/18/2011     Type: Fix     View All Features in Build
For users with the SQL backend, during the build update would receive error "'NoPSTOnShipping' is not a constraint.
Version: 4.6    Build: 1.11    Release Date: 12/22/2010     Type: Fix     View All Features in Build
In version 4.6 when rehosting to SQL, the new SecurityProfiles table was not getting created. Also, this table was not getting synchronized in a Corporate Edition sync.
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: Fix     View All Features in Build
When running a product catalog report containing a Custom field on an installation that is running on a SQL backend, would receive error message "The field 'Products->CustomText01' found in the report layout is not in the query results, and cannot be displayed.'"
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: New     View All Features in Build
For Canadian users, added support for a document level GST Tax rate. This is important now that the Canadian government has started changing the GST tax rate. Before installing this update we recommend that you do a Utilities|Merge Remote Documents, then install the update, then using the medic utility, you will need to run a SQL command to update all documents prior to the date that you changed the GST Tax Rate in QuoteWerks with the older GST Tax Rate. For MS Access backend database the SQL command would look similar to: "UPDATE DocumentHeaders SET GSTTaxRate=0.05 WHERE LastModified < #01/01/2008#", and for a MSSQL backend the SQL command would like similiar to "UPDATE DocumentHeaders SET GSTTaxRate=0.05 WHERE LastModified < '01/01/2008'". After you run the SQL update query, run the Utilities|Rebuild CM Transport files to update all the DTF files with the new field and data.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: Misc     View All Features in Build
The file Security.dbt is now always installed whether an installation has been rehosted to SQL or not. This is an empty Security.mdb database with the current security database schema.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: Misc     View All Features in Build
Added new [Create Security.mdb for Remote PC or Site] button under the Utilities | License Manager. This is useful for populating an Access Security.mdb file with the current security data from a SQL hosted QuoteWerks backend. This is needed in situations where the Master installation has been rehosted to SQL, but the Remote PC (or Remote Site) installations may not have been re-hosted having opted to stay with the MS Access Backend.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: Fix     View All Features in Build
For Corporate Edition installations rehosted to SQL, When importing a an xml file (formatted to QuoteWerks specifications) from the File|Import Document menu and the data for a field was longer than the length supported by QuoteWerks, an error would be displayed, and that record (the DocumentHeader record, or a DocumentItems record) would not be imported.
Version: 4.0    Build: 44.06    Release Date: 02/10/2009     Type: Fix     View All Features in Build
After a document purge process completed, a message would remind the user to compact the database even if the database was hosted to SQL.
Version: 4.0    Build: 36    Release Date: 05/09/2008     Type: Fix     View All Features in Build
When drilling down on a root Ingram Micro Categories folder would receive Query Error (-2147217913) Automation error SQL=SELECT * FROM [CATALOG] WHERE left$(CATSUBCAT,2)='11' ORDER BY VENDOR.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: New     View All Features in Build
Microsoft SQL Server 2008 is now supported!
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: New     View All Features in Build
Added macro "&SYS_45DaysAgoForSQL".
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: Misc     View All Features in Build
When entering Remote License Key, QuoteWerks will now notify you that you need to copy the security.mdb database file to this installation to complete the acceptance of the Remote License Key. Additionally, for Corporate Edition users, until this has been done, the ability to rehost the backend to SQL will not be available.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: Misc     View All Features in Build
The title bar of a critical error message now includes the version of the SQL backend if a SQL backend is in use.
Version: 4.0    Build: 29    Release Date: 05/18/2007     Type: Fix     View All Features in Build
In Corporate Edition rehosted to SQL, when synchronizing Product Data Sources, if you selected "Do Not Synchronize" for a Product Data Source, a Product Data Source listing would be created and appear under the Products|Setup Product Data Sources menu, but the actual data tables for the Product Data Source would not be created resulting in errors whenever the Product Data Source was accessed in the Product Lookup window.
Version: 4.0    Build: 24    Release Date: 03/13/2007     Type: Misc     View All Features in Build
In preparation for Windows Vista support, corrected unable to connect password issue on Windows Vista with product databases that were hosted on SQL Server that required a password. Similar issue also occurred with Configurator "Login Failed for user 'xx'.
Version: 4.0    Build: 24    Release Date: 03/13/2007     Type: Fix     View All Features in Build
When running the Corporate Edition of QuoteWerks that is rehosted to MS SQL. If you deleted a product from a product database, or deleted all products from the product database (during a product import), or removed a product data source would receive error "trapped error Cannot insert duplicate key row in object 'SyncTransactions' with unique index 'TransactionGUID'".
Version: 4.0    Build: 24    Release Date: 03/13/2007     Type: Fix     View All Features in Build
If a product data source table name contained non alphanumeric characters like "&" or a space would receive SQL error about Incorrect Syntax when querying the database and when trying to delete the database.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: Fix     View All Features in Build
When using QuoteWerks with the SQL backend and creating a management report where a filter item for a date field is compared to an empty value like "Equal to {empty}" would receive error "IsNull() requires two parameters".
Version: 4.0    Build: 21    Release Date: 08/09/2006     Type: Fix     View All Features in Build
In the Product Data Source Wizard, if you selected to create a new QuoteWerks native product data source and then click on the [Back] button and then select to create a link to an Access, SQL, ODBC, OLEDB or Excel product data source, the wizard step that lets you select mappings and titles would not be displayed.
Version: 4.0    Build: 21    Release Date: 08/09/2006     Type: Fix     View All Features in Build
When selecting the File|Export To Document Transport file menu and choosing to export the current document, if it was a new document with no changes that has never been saved, would receive an error "An error occurred in the SaveDocumentToDTFFileEx function. The Document Header record was not found in the database. SQL=SELECT * FROM DocumentHeaders WHERE ID = -1"
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: New     View All Features in Build
Support for Microsoft SQL Server 2005 backend.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: New     View All Features in Build
With the Corporate Edition (when rehosted to SQL), Product Data Sources on a Remote Install can now be synchronized instead of just replaced. Also, if the Product Data Sources reference an external Excel file, external Access file, the Tech Data or Ingram Micro offline price files the files will be copied over to the remote replacing the copy of the files on the remote if older. You can now also select individual product databases to synchronize or overwrite. Also, when products or entire product data sources are deleted from the master install, they will be deleted from the remote install too.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: New     View All Features in Build
The maximum number of line item supported in a quote has been increased to 1500 for Corporate Edition users that have rehosted to SQL. For Standard and Professional Edition users and Corporate Edition users that have not rehosted to SQL, the maximum number of line items is 600. Please note that while the number of supported line items has increased, more line items equates to more data that will be saved thereby increasing the amount of time it takes to open and save these larger documents. Additionally, opening and saving 1500 line item quotes may require additional RAM on the PC. Saving a 1500 line item quote with 350 characters of description in each line item takes around 30 seconds to save on a Pentium 4 (1.6 MHz) machine running Windows 2000 with 1.2 GB RAM saving to a Microsoft SQL Server 7 database.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Fix     View All Features in Build
When rehosting an installation of QuoteWerks to a SQL backend that was first installed as build 16 or build 17 would receive error "Error in ExecuteSchemaChange:" ... "Column name 'Index_3E260F3F_9C20_4D99" does not exist in the target table". This will no longer occur for installations first installed as build 18 or higher.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Fix     View All Features in Build
Error "(-2147217900) Syntax error in FROM clause. SQL=Select * from" when upgrading from QuoteWerks 3.0 to QuoteWerks 4.0. Related to new InUseDocuments table added in build 16.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: Fix     View All Features in Build
When rehosted to the SQL backend, and running a report that used custom fields from both the DocumentHeaders and DocumentItems tables, the data returned for those fields could be mixed between the fields.
Version: 4.0    Build: 11    Release Date: 07/15/2005     Type: Fix     View All Features in Build
When using &SYS_..ForSQL macros in report filters and your computer's date format is not set to the USA date format, the macros would not resolve to the correct date values.
Version: 4.0    Build: 9    Release Date: 05/05/2005     Type: Misc     View All Features in Build
If a QuoteWerks installation is activated with a Corporate Edition License Key and is rehosted to SQL, when removing this primary key you will be notified that if you do not replace this key with another Corporate Edition License Key, your installation will become unusable.
Version: 4.0    Build: 6    Release Date: 02/15/2005     Type: Fix     View All Features in Build
Error "specified index is invalid" when using the Corporate Edition rehosted to SQL and using the debug command "security" to copy all the security information to an access security.mdb file.
Version: 4.0    Build: 4    Release Date: 01/10/2005     Type: New     View All Features in Build
For Corporate edition users that have rehosted to MS SQL, the Utilities|Sync feature has been improved. Now, when rolling out data to a remote install you can choose which data to rollout. Previously all data except the quotes/orders/invoices was automatically rolled out. For example, you can choose to rollout Bundle data, but not configuration data.
Version: 4.0    Build: 4    Release Date: 01/10/2005     Type: New     View All Features in Build
The "Show SQL" checkbox is now available again (it used to be in version 3.0) on the Product Lookup window. Advanced users can use it to manually edit SQL queries used to search for the products.
Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: New     View All Features in Build
New SQL backend offered in the new Corporate Edition. This edition will have a Utilities|Rehost backend to SQL menu. This will create a QuoteWerks database and tables on a Microsoft SQL server. When the rehost is complete, simply restart QuoteWerks and you will be running QuoteWerks on a MS SQL backend.

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Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: New     View All Features in Build
In Corporate Edition, added feature to copy all security information from a SQL Server master installation to an access backend security.mdb file.
Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: New     View All Features in Build
In Professional and Corporate Editions only, you can link to any product database source such as Microsoft SQL tables and views, Microsoft Access, Microsoft Excel, or any ODBC or OLEDB compliant data sources.

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Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: New     View All Features in Build
The Medic Utility now has a Utilities|System Database Setup when using the SQL backend for QuoteWerks. This menu enables you to modify SQL server connection settings such as server name, database, name, user id, etc.
Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: New     View All Features in Build
SQL command error window now displays sql command in a scrollable text box. This enables user to copy and paste the error data in order to email to support staff.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
For GoldMine SQL users with large databases, the performance of creating linked document records has been dramatically improved. Performance is also improved for GoldMine Dbase users. The performance of related activities such as converting a quote to an order or invoice, and renaming a document is also improved since these activities often involve manipulation of the linked document records.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
For GoldMine SQL users with large databases, the performance of scheduling Callbacks has been dramatically improved. Performance is also improved for GoldMine Dbase users. The performance of related activities such as converting a quote to an order or invoice, and renaming a document is also improved since these activities often involve manipulation of the callback records.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
For GoldMine SQL users with large databases, the performance of writing forecasted sales/opportunities has been dramatically improved. Performance is also improved for GoldMine Dbase users. The performance of related activities such as converting a quote to an order or invoice, and renaming a document is also improved since these activities often involve manipulation of the forecasted sale records.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
For GoldMine SQL users with large databases, the performance of writing profile/detail records has been dramatically improved. Performance is also improved for GoldMine Dbase users. The performance of related activities such as converting a quote to an order or invoice, and renaming a document is also improved since these activities often involve manipulation of the profile/detail records.
Version: 3.0    Build: 24    Release Date: 08/01/2002     Type: New     View All Features in Build
Added &SYS_YesterdaysDateForSQL, &SYS_30DaysAgoForSQL, &SYS_60DaysAgoForSQL, &SYS_90DaysAgoForSQL macros for the report filters.
Version: 3.0    Build: 22    Release Date: 04/04/2002     Type: New     View All Features in Build
Macro &SYS_FirstDayOfLastWeekForSQL was added for use in report filters.
Version: 3.0    Build: 20    Release Date: 01/02/2002     Type: New     View All Features in Build
Macro &SYS_FirstDayOfThisWeekForSQL was added for use in report filters.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: Fix     View All Features in Build
The &SYS_TodaysDateForSQL macro was not working.
Version: 3.0    Build: 16    Release Date: 01/16/2001     Type: New     View All Features in Build
Added more macros for use in Report Filters which are &SYS_FirstDayOfCurrentMonthForSQL, &SYS_FirstDayOfNextMonthForSQL, &SYS_FirstDayOfLastMonthForSQL. These will eliminate the need for users to have to always change the filter of a report each month to set the new dates.