407-248-1481

QuoteWerks Update Center

Update Center home

Search 

Version: Build
Your Search for goldmine returned:

Version: 5.2    Build: 3.13    Release Date: 03/09/2017     Type: New     View All Features in Build
GoldMine 2017.1 is now supported!
Version: 5.2    Build: 2.26    Release Date: 02/10/2017     Type: Fix     View All Features in Build
For Goldmine users, DataLink of RetrieveBillTo or RetrieveShipTo was not working.
Version: 5.2    Build: 2.22    Release Date: 01/26/2017     Type: New     View All Features in Build
For Goldmine users, when using the &Dear field in the DataLink, if you selected a Secondary Contact the DataLink will now grab the Dear value from the Secondary contact.
Version: 5.1    Build: 6.04    Release Date: 06/02/2016     Type: New     View All Features in Build
GoldMine 2016.1 is now supported!
Version: 5.1    Build: 4    Release Date: 02/03/2016     Type: Fix     View All Features in Build
For GoldMine users, when a record was owned by a Group and the record was completely curtained, QuoteWerks would not return this record in a contact search result even if the logged in user was a member of the Group that owned the record.
Version: 5.1    Build: 2.06    Release Date: 11/18/2015     Type: New     View All Features in Build
Goldmine 2015.2 is now supported!
Version: 5.0    Build: 4.30    Release Date: 05/21/2015     Type: New     View All Features in Build
Goldmine 2015.1 is now supported!
Version: 5.0    Build: 1.43    Release Date: 01/06/2015     Type: New     View All Features in Build
For Goldmine users, when creating a new opportunity, the default opportunity name will be generated using the macros on the Misc tab of the Tools->Options menu...
Version: 5.0    Build: 1.09    Release Date: 12/09/2014     Type: New     View All Features in Build
GoldMine 2014.2 is now supported!
Version: 5.0    Build: 1    Release Date: 11/07/2014     Type: New     View All Features in Build
Auto-Links feature on the Links tab. Use dynamically generated auto-links to quickly navigate to entities linked to your quote like contacts, opportunities, tickets, and activities. Especially useful for tickets since QuoteWerks may generate for example, 5 tickets, in your PSA and now you can quickly navigate to them using QuoteWerks. Examples of links are: Links to view the SoldTo, ShipTo, and BillTo contacts in Act! for Web, Autotask, ConnectWise, GoldMine, MSCRM, and salesforce.com. Links to view the opportunity in salesforce.com, MSCRM, and Autotask. Links to view the call activity in MSCRM. Links to view the tickets in ConnectWise. In ConnectWise 2015.1 and higher, links to view the contact, activity, and opportunity.
Version: 4.9    Build: 10.21    Release Date: 09/30/2014     Type: Fix     View All Features in Build
For Goldmine users, "unknown rectype (OZ)" error when saving opportunity.
Version: 4.9    Build: 10.18    Release Date: 09/25/2014     Type: New     View All Features in Build
For Goldmine users, looking up secondary contacts on the Contact Search window is now much faster.
Version: 4.9    Build: 10.18    Release Date: 09/25/2014     Type: Fix     View All Features in Build
For GoldMine users, would receive error about locating GoldMine opportunity referencing a RecType of "OX"
Version: 4.9    Build: 10.09    Release Date: 09/18/2014     Type: Fix     View All Features in Build
For GoldMine users, would receive error about locating GoldMine opportunity referencing a "SeekKey" ending in "OZL".
Version: 4.9    Build: 8.06    Release Date: 06/26/2014     Type: Fix     View All Features in Build
For Goldmine 2014.1 users, when creating a forecasted sale, the list of Goldmine opportunities showed empty items in the list and did not show all the opportunities it should have.
Version: 4.9    Build: 8.06    Release Date: 06/26/2014     Type: Fix     View All Features in Build
For Goldmine users, in some cases, when displaying the secondary contacts based on the currently displayed GoldMine contact, not all the secondary contacts would display.
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: New     View All Features in Build
GoldMine 2014.1 is now supported!
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: Misc     View All Features in Build
For Goldmine users, the speed of loading the Create/Update forecast window has been dramatically improved.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
For GoldMine users, when creating a new Goldmine Opportunity you can now specify the owner of the opportunity rather than it defaulting to the user selected for the GoldMine forecast.
Version: 4.8    Build: 5.35    Release Date: 09/23/2013     Type: New     View All Features in Build
Goldmine version 2013.1 is now supported!
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
For GoldMine users, you can now search by contact name.
Version: 4.7    Build: 08.09    Release Date: 10/05/2012     Type: New     View All Features in Build
When sending emails you can now control where/how the email is logged in your CRM. For ACT!, ACT! for Web, GoldMine, Maximizer, and MS CRM you can choose to log the sent email under the CRM record for the SoldTo contact. Previously this would happen behind the scenes automatically, whereas now you have more control over it. For GoldMine and MS CRM you can choose to log the sent email under the E-Mail recipient contact record in GoldMine or MS CRM respectively.
Version: 4.7    Build: 8    Release Date: 09/13/2012     Type: New     View All Features in Build
For GoldMine users, when using the new "Hide TO Recipients from each other" option, each sent email is logged in GoldMine (if the email address is found in GoldMine) as if it was sent from GoldMine.
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: New     View All Features in Build
Attach File to CRM feature. With this feature you can automatically and manually attach files to your CRM. When emailing a quote to your customer as a PDF file, the PDF file will automatically be attached. When uploading a quote to QuoteValet and Emailing the customer the notification, the PDF file of the quote will automatically be attached. You can manually attach a file to your CRM by right clicking on a file in the Links tab, on the Print Preview window, and also from the Print window Save as PDF option. This makes the PDF version of the quote viewable by any colleagues that have access to the CRM record without having to have QuoteWerks installed. Particularly useful for the service or technical side of the business having access to the details of the job that was quoted. This new feature is turned on by default and can be controlled with the setting "[]Automatically attach PDF sent to customer by E-Mail or QuoteValet to the CRM Account or Opportunity." located on the Print tab of the Tools->Options menu.When using this feature with Autotask, ConnectWise, salesforce.com, you need to attach the quote to an opportunity first. Once the quote is associated with the CRM opportunity, QuoteWerks knows to automatically attach the PDF to the CRM Opportunity. When using this feature with ACT! 2005+, GoldMine, Outlook, Outlook BCM, MS CRM, Maximizer 10+, SugarCRM, and SalesLogix you need to link the quote to a CRM contact first. Once the quote is linked with the CRM contact, QuoteWerks knows to automatically attach the PDF to the CRM contact.
Version: 4.7    Build: 1.01    Release Date: 11/16/2011     Type: New     View All Features in Build
On the SoldTo/ShipTo tab, the "Display contact in Contact Manager" button now works with GoldMine!
Version: 4.6    Build: 6    Release Date: 09/08/2011     Type: Misc     View All Features in Build
For GoldMine users, added new ini key "GoldMineMaxSearchResultSecondaryRecords" under the "Contact Managers" section in the site.ini file. This enables you to increase the default limit of displaying only the first 50 GoldMine secondary contacts.
Version: 4.6    Build: 5.01    Release Date: 06/27/2011     Type: Misc     View All Features in Build
For GoldMine users, the list of GoldMine users returned from GoldMine was no longer returned in alphabetical order, so a sort is now applied by QuoteWerks.
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: New     View All Features in Build
Information from external files can be included in E-Mail Templates, E-Mail Snippets, and E-Mail Signatures. Simply include the macro File:{file name and path} and replace the entire {file name and path} portion with something like f:\goldmine\jcl.html. You can use this to insert html or plain text.
Version: 4.6    Build: 2    Release Date: 02/16/2011     Type: Fix     View All Features in Build
If your CRM was not GoldMine, MS CRM or ACT for Web, you would not be able to select an email address from the new 'QuoteWerks Users" option on the Select E-mail Recipients window.
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: New     View All Features in Build
GoldMine 9.0 is now supported!
Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: New     View All Features in Build
Added new CompanyAKA1, CompanyAKA2, and CompanyAKA3 fields to the built-in QuoteWerks contact database. This feature lets you specify up to 3 "Also Known As" (AKA) aliases for each company record. When searching for a contact by company name, if the search phrase finds a match in the Company, CompanyAKA1, CompanyAKA2, or CompanyAKA3 field, that record will be returned in the results. There are many fantastic ways to use this new feature which you will quickly find very useful. For example, a company like "Center for Computer Resources" when asked for their company name may reply with "CCR". If you search your database for CCR you will of course not find it, because the company’s full name is "Center for Computer Resources". Using the new company name aliasing feature, you can set CompanyAKA1="CCR". That way you will find their record if you type in either "Center for Computer Resources" or "CCR". Here is another way to use the Aliasing feature. You may use contact management software "GoldMine". The company that makes "GoldMine" is "FrontRange Solutions, Inc.". If you want to search your database to look for the phone number for GoldMine support, you will most likely remember the name "GoldMine" and not "FrontRange Solutions, Inc." In this case, you can set the CompanyAKA1="GoldMine". That way when you search for "GoldMine" it will pull up "FrontRange Solutions, Inc." Building on this, you could also store the name of your GoldMine reseller in CompanyAKA2, so that when you search for "GoldMine" QuoteWerks returns the contact information for both the company that makes GoldMine and the reseller that services your GoldMine installation. Another really great use for the Aliasing feature is to record company parent and child relationships. A company may have its own particular name like "Aspire Technologies, Inc.", but its parent company is "Lewe Enterprises". You may have "Aspire Technologies, Inc." listed in your database, but when they call you, they say their name is "Lewe Enterprises". In this case, you can set the Company="Aspire Technologies, Inc.", and CompanyAKA1="Lewe Enterprises". Another use would be simply to use the Alias as a nickname. Another use is when a company changes their name. You can put the old name in CompanyAKA1, and update the Company field with the new name. This way, you will find the record when you search for the old or current company name. This is particularly useful when someone who has been with the company for a long time may initially announce themselves as working for an old company name either accidentally or they assume that your records have not been updated.
Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: Fix     View All Features in Build
For GoldMine users, the integration uses DDE which has a 254 character limit for each DDE command. There are some GoldMine integration activities in which the 254 character limit may have been reached. Now you will receive a message if this happens so that it can be tracked down.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For GoldMine users, on the newly redesigned Select Email Address window, there is now a "'Sold To' E-mail Addresses from GoldMine" email list. This will be a list of all email addresses associated with the GoldMine contact record that is linked to the Sold To fields in QuoteWerks.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For GoldMine users, on the newly redesigned Select Email Address window, there is now a "'Ship To' E-mail Addresses from GoldMine" email list. This will be a list of all email addresses associated with the GoldMine contact record that is linked to the Ship To fields in QuoteWerks.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For GoldMine users, on the newly redesigned Select Email Address window, there is now a "'Bill To' E-mail Addresses from GoldMine" email list. This will be a list of all email addresses associated with the GoldMine contact record that is linked to the Bill To fields in QuoteWerks.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For GoldMine users, on the newly redesigned Select Email Address window, you can now easily choose email addresses from the GoldMine contact record linked to the Sold To, Ship to, and Bill to contacts respectively.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: Fix     View All Features in Build
The new CannotManuallyModifyCRMRetrievedFieldValue:DH_&SoldToFields functionality only worked with GoldMine.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: Fix     View All Features in Build
For GoldMine users, after renaming a document, the message "Searching for existing completed sale record in GoldMine. Please wait..." would remain in the status bar.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: New     View All Features in Build
For Emails sent using the Built-in SMTP email, the pdf or rtf file for the quote/order/invoice that is attached in the email will now be saved in the QuoteWerks\History\Email folder. Previously this only happened if you used GoldMine as your CRM or if you sent emails through Outlook from within QuoteWerks. The file name will have a postfix added to it to ensure unique file names. Only the quote document file itself is saved here. Copies of literature or spec sheet documents will not be saved here.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: New     View All Features in Build
GoldMine 8.5 (Premium Edition) is now supported!
Version: 4.0    Build: 46    Release Date: 03/27/2009     Type: Fix     View All Features in Build
For GoldMine users, on the send email window, when selecting an email address from the list of all addresses associated with the GoldMine contact being used in the quote, any email addresses in Goldmine longer than 35 chars would be truncated.
Version: 4.0    Build: 39.01    Release Date: 08/18/2008     Type: Fix     View All Features in Build
When sending email using the built-in SMTP email with GoldMine as your contact manager, QuoteWerks would terminate. Applicable to Build 39 users only as this issue did not effect any other builds.
Version: 4.0    Build: 36.03    Release Date: 05/27/2008     Type: New     View All Features in Build
On the Create GoldMine forecasted sale window, Create GoldMine call window, and Create GoldMine Completed sale window, the GoldMine activity codes are now displayed in a drop down combo (so you do not have to manually re-create this list in a QuoteWerks F2 Lookup list)
Version: 4.0    Build: 36.03    Release Date: 05/27/2008     Type: New     View All Features in Build
On the Create GoldMine Completed sale window, the GoldMine Result codes are now displayed in a drop down combo (so you do not have to manually re-create this list in a QuoteWerks F2 Lookup list)
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: New     View All Features in Build
GoldMine 7.5 is now supported!
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: Fix     View All Features in Build
For GoldMine 4.0 users would receive error "Invalid Datastream iHandle was returned in FindGoldMineContactUsingDataStreamEx()...." when searching for a GoldMine contact under the Contacts|Lookup menu.
Version: 4.0    Build: 29    Release Date: 05/18/2007     Type: New     View All Features in Build
GoldMine Premium Edition (version 8.0) is now supported. GoldMine Premium Edition is a new offering from GoldMine and was first released as version 8.0.
Version: 4.0    Build: 24    Release Date: 03/13/2007     Type: Fix     View All Features in Build
For GoldMine 7.0 users when saving a forecasted sale, the Forecasted Date was not getting updated on the Summary tab and a duplicate contact2 record was getting added.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Misc     View All Features in Build
For GoldMine users, if a secondary contact field like "Contact" contains data with spaces after it, GoldMine does not trim the spaces so QuoteWerks would retrieve the space values which is undesirable. QuoteWerks now trims the field values for GoldMine.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Fix     View All Features in Build
For GoldMine users, the contact search feature was acting with case sensitivity for versions of GoldMine using Dbase/Firebird backend.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Fix     View All Features in Build
For GoldMine users when searching for a contact in QuoteWerks, contacts would not be found due to a case sensitivity with the DBASE versions of GoldMine 6.5, 6.6, 6.7 and the FireBird version of 7.0.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: New     View All Features in Build
For users of the Corporate Edition of GoldMine, you can now search for a partial company name, last name or phone number.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: New     View All Features in Build
GoldMine 7.0 is now supported.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: New     View All Features in Build
On the Misc tab of the Advanced GoldMine Setup window (from the Contacts|Setup Contact Manager menu) there is now an option to set the maximum number of records to return when performing a GoldMine search for contacts.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: Fix     View All Features in Build
When searching for a GoldMine contact, the search field selection would change back to the last selection each time you clicked on the [Find] button.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: Fix     View All Features in Build
If a GoldMine contact record had more than 100 email addresses in it a message could be incorrectly displayed when selecting a contact indicating that there is no email address designated as the primary email address.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: New     View All Features in Build
When searching for an ACT!, GoldMine, Outlook, SalesLogix, or salesforce.com contact from within QuoteWerks, the field that you last searched for will now be remembered so the next time that you perform the search you will not have to re-select it.
Version: 4.0    Build: 10    Release Date: 05/26/2005     Type: New     View All Features in Build
For GoldMine users that use the built-in QuoteWerks SMTP email feature, when emailing a quote/order/invoice the attachment is now saved in the \QuoteWerks\History\Email folder so that when you open up the sent email in GoldMine at a later date, the email attachment can be viewed.
Version: 4.0    Build: 10    Release Date: 05/26/2005     Type: New     View All Features in Build
Added new command line option for logging into QuoteWerks. Now when you supply the /u: user login name parameter, you can use /u:&SYS_CMLoggedInUser to obtain the user login name from the user currently logged into GoldMine. You can also use /u:&SYS_WindowsLoggedInUser to obtain the user login name from the user currently logged into Windows.
Version: 4.0    Build: 8    Release Date: 04/26/2005     Type: Fix     View All Features in Build
For GoldMine users sometimes would receive error about SeekCalRecordUsingDataStream or SeekCompletedSaleRecordUsingDataStream when saving quotes/orders/invoices that had apostrophes in the quote name.
Version: 4.0    Build: 7    Release Date: 02/25/2005     Type: Fix     View All Features in Build
Error "The vendor's information '{vendor name}' was not found in GoldMine, and therefore will not be printed." when QuoteWerks would try to lookup a vendor in GoldMine, it would not find it even though it did exist. This happened with GoldMine 6.7.
Version: 4.0    Build: 6    Release Date: 02/15/2005     Type: New     View All Features in Build
Added ini setting GoldMineMaxSearchResultRecords under the [Contact Managers] section of the site.ini file. You can change this setting to enable QuoteWerks to return more than the default 20 max search result records.
Version: 4.0    Build: 4    Release Date: 01/10/2005     Type: New     View All Features in Build
Added an ini setting to set a default name for a GoldMine Sales Opportunity when creating one from QuoteWerks. The key is OpportunityName under the [Preferences] section of the {UserINIFile}.
Version: 4.0    Build: 3    Release Date: 10/18/2004     Type: Fix     View All Features in Build
QuoteWerks was not finding existing GoldMine forecasted sales, completed sales, and call backs causing duplicates when attempting to update existing records.
Version: 4.0    Build: 2    Release Date: 10/12/2004     Type: Fix     View All Features in Build
For GoldMine users, when saving a document as the next revision, if there was a sales forecast for this document the sales forecast value was not getting updated.
Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: New     View All Features in Build
When creating a new GoldMine opportunity from within QuoteWerks, the owner of the opportunity will now be based on the user selected for the forecast instead of always being the user that is logged into GoldMine.
Version: 3.0    Build: 35    Release Date: 02/19/2004     Type: New     View All Features in Build
Certified for use with GoldMine 6.5.
Version: 3.0    Build: 35    Release Date: 02/19/2004     Type: Fix     View All Features in Build
For GoldMine 6.0 users, would receive error "There was an error retrieving GoldMine opportunity/project record name" when choosing to create a forecasted sale for the quote. This would happen when the GoldMine 6.0 contact record contained closed opportunities.
Version: 3.0    Build: 32    Release Date: 08/20/2003     Type: Fix     View All Features in Build
Error "QuoteWerks was unable to make the selected contact record the currently displayed contact record in GoldMine. This will affect Data Link features." caused due to a double quote symbol in the contact record account number. This has been corrected.
Version: 3.0    Build: 32    Release Date: 08/20/2003     Type: Fix     View All Features in Build
For ACT! or GoldMine users, when saving a quote without selecting an ACT!/GoldMine contact, sometimes would receive an incorrect error stating that you have to select an ACT!/GoldMine contact to perform the selected activities.
Version: 3.0    Build: 32    Release Date: 08/20/2003     Type: Fix     View All Features in Build
Sometimes, the last selected option to create a GoldMine forcasted sale or completed sale would not be remembered.
Version: 3.0    Build: 29    Release Date: 05/09/2003     Type: Fix     View All Features in Build
When converting a document to an order or invoice and using GoldMine the linked document would not get completely updated.
Version: 3.0    Build: 29    Release Date: 05/09/2003     Type: Fix     View All Features in Build
For GoldMine users, when performing certain actions, with some contact records, you could receive an "invalid datastream" message. This was caused by a double quote symbol in the GoldMine record accountno field.
Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: New     View All Features in Build
The ini key used to determine whether or not to assign the currently logged in GoldMine user as the linked document owner has been added to the GoldMine integration setup window, so you no longer have to directly edit the ini file.
Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: New     View All Features in Build
IMPORTANT - For GoldMine users. Added more options for controlling what information is saved into the notes field of a forecasted sale or completed sale that is created by QuoteWerks. After installing update, select the Contacts|Setup Contact Manager and choose the new [Setup forecasted sale and completed sale notes] button to confirm that the settings are correct for your needs. The update does attempt to convert your previous settings as best as it can to the new settings. You can now specify if the notes field of a forecasted sale or completed sale should be a) always overwritten by QuoteWerks, b) overwritten only if the notes are empty, or c) never overwritten by QuoteWerks. Another change is that when converting to an order or lost sale, the notes field in the GoldMine record can now be preserved based on the new options that you can set.
Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: New     View All Features in Build
For GoldMine users. The "Copy profit amount or sale amount into forecast notes" option has now been expanded. Instead of the hard coded information being sent to the notes tab, you can customize what data is written to the notes field using the new SaleNotesMacroText feature. You can enter whatever text you would like, and can use the QuoteWerks macros such as &DH_ProfitAmount anywhere in the text
Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: New     View All Features in Build
QuoteWerks can now send emails throught Outlook! You now have a choice to send emails from within QuoteWerks using the QuoteWerks built-in SMTP based email client, or Microsoft Outlook 97, 98, 2000, XP. When email is sent using Outlook, for GoldMine users, it is logged in GoldMine history as if the Outlook email was sent from within GoldMine. Same applies to ACT! and Maximizer users. An additional obvious benefit of this new integration with Outlook, is that the emails that you send through QuoteWerks will now be logged for historical reference purposes.

See a screenshot of this feature

Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: New     View All Features in Build
On the send email window, when clicking on the elipsis button for the cc box, a newly designed window will appear that will allow you to choose one or more email addresses from a list of the email addresses you have setup in QuoteWerks, or from the email addresses setup for the GoldMine contact that is being used in the quote.
Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: Misc     View All Features in Build
The GoldMine setup window under the Contacts|Setup Contact Manager menu has been changed. The GoldMine options are now setup on a separate window with tabs for the different categories.
Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: Fix     View All Features in Build
When logging a sent email in GoldMine history, sometimes the complete body text would not be saved in the email.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
Support for GoldMine 6.0
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
For GoldMine users, when creating a forecasted sale, the list of opportunities to associate the forecasted sale with will now include also any opportunities that the customer is linked to as an influencer.
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: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
When creating a new GoldMine opportunity using QuoteWerks, you can now specify the starting date of the opportunity instead of it defaulting to the close by date.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
When searching for a GoldMine contact from within QuoteWerks, if you choose to display secondary contacts, your selection will be remembered for your next search.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: Fix     View All Features in Build
When selecting a GoldMine secondary contact from the Contact Lookup window, and the secondary contact had a 1 line address, and the primary contact had a 2 line address, the primary contact line2 would be incorrectly copied to line2 of the additional contacts address.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: Fix     View All Features in Build
Rare issue when GoldMine ACCOUNTNO field contained a double quote symbol.
Version: 3.0    Build: 24    Release Date: 08/01/2002     Type: New     View All Features in Build
Medic Utility. New Contact Manager|GoldMine menu to create task bar items in GoldMine 5.7 that will launch QuoteWerks, start with as new quote, order invoice, retrieve current contact information, etc. This is aimed at making it easier to configure the GoldMine taskbar to automate actions in QuoteWerks using the QuoteWerks command line options.
Version: 3.0    Build: 24    Release Date: 08/01/2002     Type: Misc     View All Features in Build
Increased the max number of GoldMine secondary contacts displayed through the Contacts|Lookup Contact menu to 150 (up from 30).
Version: 3.0    Build: 23    Release Date: 04/23/2002     Type: Fix     View All Features in Build
When searching for a phone number in GoldMine 5.5 or later using QuoteWerks, the contact was not found.
Version: 3.0    Build: 22    Release Date: 04/04/2002     Type: New     View All Features in Build
*** IMPORTANT*** For GoldMine users, under the Contacts|Setup Contact Manager there is now an option to also copy the sale amount or forecast amount into the forecasted sale notes. With this new change, please verify the settings you expect are indicated on this window.
Version: 3.0    Build: 22    Release Date: 04/04/2002     Type: Misc     View All Features in Build
When creating a sales forecast in GoldMine, the first 255 characters of the contents of the internal notes field from the notes tab would be copied into the notes field of the GoldMine forecast.In the Tools|Find Quoted Item menu, you can now specify which field you would like to search for from the list of choices. Now the entire contents are copied.
Version: 3.0    Build: 20    Release Date: 01/09/2002     Type: New     View All Features in Build
When QuoteWerks creates a GoldMine linked document, by default it sets the ownership of the document to PUBLIC. There is now a new ini key AssignOwnerToGoldMineLinkedDoc=-1 that you can set under the [Contact Managers] section of the site.ini file to Assign the currently logged in GoldMine user as the linked document owner.
Version: 3.0    Build: 20    Release Date: 01/02/2002     Type: New     View All Features in Build
Macro functions like ~GMW_Macro(ACCOUNTNO), ~ACT_Macro(), ~Max_Macro() can now be used in the value field of a report filter item. This can be used to automate a report that automatically displays a list of all products sold to the currently active contact record in GoldMine, ACT, Maximizer.
Version: 3.0    Build: 20    Release Date: 01/02/2002     Type: Misc     View All Features in Build
If you cancel the GoldMine convert forecast to completed sale dialog, you will now be warned that doing so will cause data inconsistency between QuoteWerks and GoldMine.
Version: 3.0    Build: 20    Release Date: 01/02/2002     Type: Fix     View All Features in Build
When renaming a document template, QuoteWerks tried to update the associated records in GoldMine or ACT, however QuoteWerks does not write any information about document templates into the contact managers.
Version: 3.0    Build: 19    Release Date: 10/31/2001     Type: Misc     View All Features in Build
Issue with GoldMine 5.7 beta and QuoteWerks forecasting fixed.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: New     View All Features in Build
IMPORTANT! With the addition of the new GoldMine features designed to work with GoldMine 4.0 or later, QuoteWerks will no longer support versions of GoldMine earlier than 4.0.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: New     View All Features in Build
GoldMine Opportunities Manager features are now supported.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: New     View All Features in Build
We moved the "Enabled GoldMine synchronization" option from the GoldMine area of the Contacts |Setup Contact Manager menu to the Installation tab of the Tools|Options menu, and renamed it to "Look for synchronized data.". When this option is checked and you use the built-in QuoteWerks contact manager, when you save a quote, a dtf file for the quote will be created in the \quotewerks\dtf folder. If you use the built-in QuoteWerks contact manager, ACT, Maximizer or Outlook, now when you double click on a linked attachment, QuoteWerks will import that document into its database if it does not exist, and update the existing document in the database if it is older. Since Maximizer, ACT, Outlook, and QuoteWerks does not have an automatic mechanism to transport these files, with this new behavior, if you provide your own mechanism for transferring these files, then QuoteWerks can take over from there.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: New     View All Features in Build
GoldMine completed sales created by QuoteWerks can now also be updated when saving changes to existing QuoteWerks orders/invoices.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: New     View All Features in Build
GoldMine interface dialogs are now easier to use with autopopulating GoldMine user name drop drop lists, and cancel buttons.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: New     View All Features in Build
GoldMine Users, Added Reference field column display when clicking on [...] button of Sale Info tab.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: New     View All Features in Build
GoldMine Users, Added ini setting in {username}.ini [Preferences] section called "LostSaleResultCode=", and "CompletedSaleResultCode=" defaults for use when completing sales or losing sales.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: New     View All Features in Build
GoldMine Users, when completing a forecasted sale, or creating a new completed sale, you can now specify the result code.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: Misc     View All Features in Build
When forecasting sales in GoldMIne, QuoteWerks now also updates the forecast field on the GoldMine contact's Summary tab.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: Misc     View All Features in Build
Fixed issue that happens when GoldMine 5.5 is installed on top of GoldMine 5.0 on a Windows 2000 machine. GoldMine 5.0 used older spell checking control than QuoteWerks causing an error when starting QuoteWerks.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
GoldMine 5.5 is now officially supported.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
There is now a File|Convert to Lost Sale menu which makes it easier to convert quotes to a lost sale. Additionally, this feature automatically converts forecasted sales created in ACT or GoldMine to lost sales.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
The File|Convert to Order and File|Convert to Invoice now will automatically convert an existing forecasted sale in ACT or GoldMine to a completed sale. There are options under the Contacts|Setup Contact Manager menu to adjust at what point the forecast is completed in the contact management software.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
For GoldMine users, added support for a default activity code used when scheduling a follow up call. The INI key is CallBackActivityCode= and is located under the [Preferences] section of the {UserName}.ini file.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
For GoldMine and ACT users, added support for CallBack default time. In the {username}.ini file under the [Preferences] section, you can enter the INI key CallBackTime={+75} to default the call back time to 75 minutes from the current time. You can also just enter a specific time to always default your call back time to a specific time.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: Fix     View All Features in Build
For GoldMine users, If you choose the QuoteWerks File|Convert to Order or File|Convert to Invoice menu, QuoteWerks saves the changes to the database, but does not save the changes to the dtf file and therefore the sync of the DTF file does not work. A workaround was to explicitly save the document after performing a "convert to .." procedure.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: Fix     View All Features in Build
When searching for a GoldMine 5.5 contact from within QuoteWerks, no records were found.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: Fix     View All Features in Build
For GoldMine users when selecting the File|Open menu and opening a document that had an updated sync file waiting for it would cause a message to appear saying that the quote could not be opened after the sync update.
Version: 3.0    Build: 16    Release Date: 01/16/2001     Type: New     View All Features in Build
Added GoldMine CallBack default option, In the {username}.ini file under the [Preferences] section, you can enter the following key to modify the default callback date on the Schedule Call back window; CallBackDate={+14} For a callback 14 days from now.
Version: 3.0    Build: 16    Release Date: 01/16/2001     Type: New     View All Features in Build
Added GoldMine Forecasted sale default options, In the {username}.ini file under the [Preferences] section, you can enter the following keys to modify the default close date and default alarm date on the Schedule Forecasted sale window; ForecastCloseDate={+14} ; ForecastAlarmDate={+8} which schedule the dates for todays date +14 or +8 respectively.
Version: 3.0    Build: 16    Release Date: 01/16/2001     Type: Fix     View All Features in Build
When choosing the option to forecast the profit amount instead of the sale amount in GoldMine, when completing the sale, the sale amount would always be used.
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
GoldMine Users - Email sent from QuoteWerks to the Sold To contact are now logged under the GoldMine 4.0 or 5.0/FrontOffice history tab as if the email had been sent from GoldMine itself!
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
GoldMine Users - There is now an advanced INI file option to use the profit amount or sale amount when scheduling the forecasted sale in GoldMine. In the SITE.INI file under the [Contact Managers] section set the key ForecastProfitAmount=-1 to forecast the profit amount instead of the sale amount.
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
The DDE Center utility under the Contacts|DDE Center menu now supports Maximizer and ACT in addition to GoldMine.
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
Add GoldMine forecasting default options, In the {username}.ini file under the [Preferences] section, you can enter the following keys to modify the defaults on the forecasted sale window; ForecastProbability=80 ;ForecastActivityCode=ABC
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
Added new F2 Lookup macro for advanced users ~RequestDDEValue(TargetAppName$, TargetAppTopic$, DDECommand$). This new function/macro will open a DDE communication channel with the application, send the dde command string to it, and then paste the results into the field that the f2 lookup was launched from. Example: ~RequestDDEValue(GoldMine, Data, &Company)
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
Existing GoldMine linked document records, are now searched for using on the document number and not the file location of the linked document. This will help in some situations where QuoteWerks was not setup correctly by not having the same file path used to refer to the QuoteWerks installation.