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Version: 5.1    Build: 6.03    Release Date: 05/25/2016     Type: Fix     View All Features in Build
Outlook 2016 64-bit no longer writes the bitness value into the 32-bit registry key causing the following error message to display when it should not "Error, when checking if Outlook is 32-bit or 64-bit, the registry key 'Software\Microsoft\Office\16.0\Outlook\Bitness' was not found!"
Version: 5.1    Build: 1.01    Release Date: 11/03/2015     Type: New     View All Features in Build
Outlook 2016 is now supported!
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Misc     View All Features in Build
Beta support activated for Outlook 2016.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For Outlook and Outlook BCM users, when selecting a Outlook contact the mobile number is now retrieved into the quote.
Version: 4.9    Build: 1.17    Release Date: 10/31/2013     Type: Misc     View All Features in Build
Added Technical Support debug command for Outlook version and bitness checking.
Version: 4.9    Build: 1.17    Release Date: 10/31/2013     Type: Misc     View All Features in Build
The Outlook BCM deployment tool bug reported in Outlook 2007 BCM was not fixed in Outlook 2010 BCM or Outlook 2013 BCM. Rather than use this automation tool, the user will now need to manually configure Outlook BCM to work with QuoteWerks.
Version: 4.9    Build: 1.17    Release Date: 10/31/2013     Type: Fix     View All Features in Build
For Outlook users, when sending an email that contained embedded images and the 64-bit version of Outlook was installed would receive error "Run-time error '-2147220998 (800401fa)': Automation error Wrong OS or OS version for application". Images embedded in the QuoteWerks email will now longer be included in the Outlook email in this case.
Version: 4.9    Build: 1.14    Release Date: 10/24/2013     Type: Fix     View All Features in Build
For Outlook users, under Contacts->Setup Contact Manager menu, when choosing Outlook, if "enable advanced integration" was checked, and the setup screen was entered before interacting with Outlook would receive "Error in GetOutlookVersion".
Version: 4.8    Build: 5.30    Release Date: 09/05/2013     Type: Fix     View All Features in Build
Redemption requires that Redemption, QuoteWerks, and Outlook all be 64-bit. QuoteWerks is a 32-bit app so the Redemption solution will simply not work with QuoteWerks and Outlook 64-bit. When these 3 applications are not all of the same bitness, you can receive the error "automation error wrong OS or OS conversion for application". Starting in QuoteWerks 4.8 Build 5.29 or higher, QuoteWerks checks for this mismatch and deactivates these features eliminating the error message.
Version: 4.8    Build: 5.25    Release Date: 08/16/2013     Type: Fix     View All Features in Build
For Outlook 2013 users, Microsoft no longer supports the linking of Calls and Journals to Outlook Contacts. This was causing an "Error (91) creating outlook journal entry" and "Error (91) creating outlook appointment". See KB article for details: http://www.quotewerks.com/kbase/showArticle.asp?id=9769
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: Fix     View All Features in Build
If a group was flagged as optional and was not selected, it would be included in the CRM Opportunity (if created) for ACT!, ACT! for Web, ConnectWise, Autotask, Outlook BCM, and MS CRM.
Version: 4.8    Build: 3    Release Date: 01/23/2013     Type: New     View All Features in Build
Outlook 2013 is now supported!
Version: 4.8    Build: 1    Release Date: 11/14/2012     Type: Fix     View All Features in Build
For Outlook BCM users, Home accounts were not being shown for a contact search if a user selected 'Accounts' as their contacts folder and set their address type to 'Home'.
Version: 4.7    Build: 8    Release Date: 09/13/2012     Type: New     View All Features in Build
When sending email, there is now a new "Hide TO Recipients from each other" option and you can also address to the email to recipients by selecting vendor email addresses from the Utilities->Vendors list. These seemingly innocuous features are very powerful. With these you can now create an RFQ and choose multiple vendors to email the same RFQ to and the email will be sent to them individually addressed to each of them separately from you, and they will not see the other vendors that the RFQ has been emailed to. This is a real advantage over using Outlook to do this. If you send this kind of email from Outlook it will be sent to "undisclosed recipients" rather than an individual person. The workaround most people use is to send the email to themselves from themselves and BCC the vendor. This does not look professional and is often caught by spam filters. Of course, in Outlook you can just manually create a separate email for each vendor and attach the PDF RFQ, but that is a lot of work that this feature now eliminates.
Version: 4.7    Build: 7.19    Release Date: 08/29/2012     Type: Fix     View All Features in Build
For Outlook users, if not using the public journal folder would receive error 91 when saving quote and choosing to create a linked document in Outlook.
Version: 4.7    Build: 7.17    Release Date: 08/27/2012     Type: New     View All Features in Build
For Outlook users, the speed of searching for contacts and using advanced outlook integration features has been dramatically improved.
Version: 4.7    Build: 7.17    Release Date: 08/27/2012     Type: Fix     View All Features in Build
For Outlook BCM 2007 and 2010 users, "Error (-2147483645) This must be associated with a Business Contact, Account, Opportunity or Project before saving." This would happen when attempting to write a Journal Entry into the "Communication History" folder. Now, if the "Communication History" folder is selected as the Journal folder, only a file entry will be written to the history.
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: New     View All Features in Build
Outlook 2010 BCM is now supported!
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: New     View All Features in Build
Attach File to CRM feature. With this feature you can automatically and manually attach files to your CRM. When emailing a quote to your customer as a PDF file, the PDF file will automatically be attached. When uploading a quote to QuoteValet and Emailing the customer the notification, the PDF file of the quote will automatically be attached. You can manually attach a file to your CRM by right clicking on a file in the Links tab, on the Print Preview window, and also from the Print window Save as PDF option. This makes the PDF version of the quote viewable by any colleagues that have access to the CRM record without having to have QuoteWerks installed. Particularly useful for the service or technical side of the business having access to the details of the job that was quoted. This new feature is turned on by default and can be controlled with the setting "[]Automatically attach PDF sent to customer by E-Mail or QuoteValet to the CRM Account or Opportunity." located on the Print tab of the Tools->Options menu.When using this feature with Autotask, ConnectWise, salesforce.com, you need to attach the quote to an opportunity first. Once the quote is associated with the CRM opportunity, QuoteWerks knows to automatically attach the PDF to the CRM Opportunity. When using this feature with ACT! 2005+, GoldMine, Outlook, Outlook BCM, MS CRM, Maximizer 10+, SugarCRM, and SalesLogix you need to link the quote to a CRM contact first. Once the quote is linked with the CRM contact, QuoteWerks knows to automatically attach the PDF to the CRM contact.
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: Misc     View All Features in Build
Updated redemption.dll to version 5.2 for Outlook 2010 BCM.
Version: 4.6    Build: 5.01    Release Date: 06/27/2011     Type: Fix     View All Features in Build
For Outlook 2010 public folder users, the public folder macro was not being merged for the public calendar or public journal folders.
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: Fix     View All Features in Build
For ACT!, ACT! for Web, Outlook BCM, and MS CRM users, when line item detail was being written into the sales opportunity, if the quote included a group that was optional, the individual items were incorrectly being included in the sales opportunity line item detail.
Version: 4.6    Build: 3.06    Release Date: 03/21/2011     Type: New     View All Features in Build
Added support for Outlook 2010 changes to Exchange Public Folders.
Version: 4.6    Build: 1.11    Release Date: 12/22/2010     Type: Misc     View All Features in Build
The suppression of Outlook Security Prompt of "A program is trying to automatically send e-mail on your behalf. Do you want to allow this?" is not currently supported in the 64-bit version of Outlook 2010 resulting in an error message about secman64.dll. The error message has been removed, however it is still not supported.
Version: 4.6    Build: 1.06    Release Date: 12/20/2010     Type: Fix     View All Features in Build
Issue with embedded images when using QuoteWerks HTML email to automate the sending of the email through Outlook.
Version: 4.6    Build: 1    Release Date: 12/15/2010     Type: New     View All Features in Build
Outlook 2010 is now supported!
Version: 4.6    Build: 1    Release Date: 12/15/2010     Type: New     View All Features in Build
The QuoteWerks built-in E-mail client now supports HTML E-mail. You can do text formatting? Fonts, Bold, Color, etc. You can embed URLs, email address, etc in the message body. You can include images (Linked or Embedded). QuoteWerks Macro fields can be merged into the email, including Merging Hyperlink URLs. Additionally, the E-mail window has been updated with a new interface including a resizable window. The new HTML email client works with both the built-in QuoteWerks SMTP email and the QuoteWerks automation of Outlook.
Version: 4.5    Build: 9    Release Date: 07/23/2010     Type: New     View All Features in Build
When sending sales opportunity information over to ConnectWise, ACT!, ACT! For Web, Outlook, MSCRM, and SugarCRM, when grouped bundles are configured to be created in the CRM as a single roll-up line (as opposed to individual line items) now if 50% or more of the items that compose the grouped bundle are taxable than the single roll-up will be also created as taxable in the CRM.
Version: 4.5    Build: 9    Release Date: 07/23/2010     Type: Misc     View All Features in Build
osmaxFix.bat file included to assist with lack of backwards compatibility for file osmax.ocx Outlook Security manager.
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: New     View All Features in Build
Outlook 2010 now supported for suppression of Outlook Security Prompt of "A program is trying to automatically send e-mail on your behalf. Do you want to allow this?"
Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: New     View All Features in Build
Added new user level based ini setting of "OutlookBCMAssignedToOveride". This was done to accommodate a situation where the network user machine was only part of a workgroup - not a domain. This caused a problem with the Outlook "Assigned by" field not matching the operating system credentials.
Version: 4.5    Build: 1    Release Date: 12/15/2009     Type: Fix     View All Features in Build
When using Outlook as the contact manager, on the Contact Lookup window, the list of Search fields would incorrectly be the fields for the Outlook BCM integration (instead of the Outlook integration). This would happen when this window was displayed before the first communication with Outlook had been established.
Version: 4.5    Build: 1    Release Date: 12/15/2009     Type: Fix     View All Features in Build
For ACT!, MS CRM, and Outlook BCM users, if you selected the option to have QuoteWerks write line item details into the CRM's Sales Opportunity, if a Grouped Bundle's header line had a blank description and a 0.00 dollar amount, the Grouped Bundle Header line would not be added (as a line item) to the CRM opportunity.
Version: 4.0    Build: 51.01    Release Date: 10/28/2009     Type: Fix     View All Features in Build
After using Outlook as the email client, would receive an error message saying that version 'XXXX' of your contact manager was unrecognized and therefore unsupported.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For MS CRM 4.0 users, Emails sent from within QuoteWerks (using the built-in QuoteWerks SMTP email or by automating Outlook) are now logged as sent emails in MS CRM history.
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: Fix     View All Features in Build
For Outlook BCM users, the last character of the OS logged in user name (used in the Outlook BCM opportunity) would sometimes be truncated.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: Fix     View All Features in Build
For Outlook BCM users, when creating Outlook BCM opportunity, the Expiration date and Delivery date would sometimes default to "01/01/4501".
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: Fix     View All Features in Build
For Outlook BCM users, Follow up calls (Appointment entries) and Linked documents (Journal entries) would not display under the Communication History for the Business Contact or Account they were associated with.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: Fix     View All Features in Build
For Outlook users, the introduction of the "Advanced Outlook Integration" feature set was accompanied by a requirement that the current contact being pulled into the quote must be located inside the same folder (or subfolder) as defined on the General Tab of the Outlook Integration Setup window. Users would receive an error message even though the "Advanced Integration" was not enabled.
Version: 4.0    Build: 45    Release Date: 03/06/2009     Type: New     View All Features in Build
Added support for Outlook 2007 Business Contact Manager (BCM). The integration includes: a) The currently open Outlook BCM Contact or Account can be pulled into the quote. b) The Business Contacts and Accounts can be searched to find Contacts or Accounts to pull into the quote. c) When searching for contacts, subfolders within the specified Outlook BCM Accounts or Contacts folder are included in the search. d) QuoteWerks will create/update linked documents (as Outlook journal entries) in Outlook BCM. e) QuoteWerks will create/update a follow up call (as an Outlook appointment) in Outlook BCM. f) QuoteWerks will create/update Sales Opportunities (as an Outlook BCM opportunity) in Outlook BCM. g) The QuoteWerks DataLink feature can be used with Outlook BCM enabling you to retrieve information like Terms and shipping method from the Outlook BCM contact into the quote. h) When printing, QuoteWerks can retrieve data from Outlook BCM and include it in the printed output.
Version: 4.0    Build: 44.06    Release Date: 02/10/2009     Type: Fix     View All Features in Build
If a quote was linked to an existing Outlook call or linked document record and the card button was clicked to pull in the currently displayed Outlook contact which was different from the contact currently linked to the quote, you would not receive the prompt verifying if you want to keep the existing links.
Version: 4.0    Build: 44    Release Date: 01/21/2009     Type: New     View All Features in Build
Advanced Outlook integration! The new advanced integration includes: a) When searching for contacts, subfolders within the specified Outlook contact folder will now be included in the searching. b) QuoteWerks will create/update linked documents (as Outlook journal entries) in Outlook. c) QuoteWerks will create/update a follow up call (as an Outlook appointment) in Outlook. d) The QuoteWerks DataLink feature can be used with Outlook enabling you to retrieve information like Terms and shipping method from the Outlook contact into the quote. e) When printing, QuoteWerks can retrieve data from Outlook and include it in the printed output.

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Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: New     View All Features in Build
When searching for contacts under the Contacts|Lookup menu, the ability to sort columns in the results grid by clicking on the column header is now also supported for ACT!, MS CRM, Outlook, Peachtree, QuickBooks, SalesLogix, and salesforce.com users.
Version: 4.0    Build: 35    Release Date: 04/04/2008     Type: Fix     View All Features in Build
In the Outlook contact manager setup, when selecting the "Shared Public Contacts Folder", if the user does not have access to, for example, the 3rd Outlook folder in a list of 5 Outlook folders, only the 1st and 2nd folders in the list would be displayed for selection.
Version: 4.0    Build: 24    Release Date: 03/13/2007     Type: New     View All Features in Build
Outlook 2007 is now supported.
Version: 4.0    Build: 24    Release Date: 03/13/2007     Type: New     View All Features in Build
The feature that suppresses the Outlook security warning message now works with Outlook 2007.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: New     View All Features in Build
For Outlook users, added option "Address type(s) to use" on the Contacts|Setup Contact Manager window. Outlook stores both business and home addresses. When searching the Outlook database for contacts to use, QuoteWerks can return the Business address, Home address, or both. Some users only use the business addresses in which case their search results are cluttered with double the results (business and home) with most of the home address data being empty. This option lets you tailor the results to your needs.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: New     View All Features in Build
Sometimes contact address data is imported into Outlook in a non-Outlook format. This non-Outlook format can now also be pulled into QuoteWerks.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: New     View All Features in Build
On Internet tab of Tools|My Preferences menu added new option "Review e-mail in Outlook before sending" when sending e-mails using Outlook, now the e-mail will be displayed in Outlook giving you more control over when it will actually be sent.
Version: 4.0    Build: 15    Release Date: 12/08/2005     Type: New     View All Features in Build
For Outlook users. Outlook has this behavior of setting the contact country to the country that you are in whenever you enter a new contact into Outlook and do not specify a country. There is now an option "Leave country blank if the country is:" on the Contacts|Setup Contact manager menu. Use this option to enter in the country name that you do not want to have pulled into QuoteWerks when you select the contact for use in the quote. For example, if you live in the United States of America you might not need to pull the country for the contact since you are in the same country as they are.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: Misc     View All Features in Build
Added more error reporting for the Outlook integration when creating the Outlook.Application object.
Version: 4.0    Build: 13    Release Date: 10/18/2005     Type: Fix     View All Features in Build
Error 91 when searching for an Outlook contact.
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: 12    Release Date: 10/13/2005     Type: New     View All Features in Build
For Outlook users, added contact search options for Business phone number and Home phone number.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: New     View All Features in Build
For Outlook users, added option to choose the Home or Business address as the default address that is retrieved when you click on the card button on the Sold to / Ship to tab.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: Misc     View All Features in Build
Updated supported MS Outlook version list to include Outlook 2003 on the Internet tab of the Tools|My Preferences menu.
Version: 4.0    Build: 11    Release Date: 07/15/2005     Type: New     View All Features in Build
Support for "Home Address" in outlook (in addition to Business Address).
Version: 4.0    Build: 10    Release Date: 05/26/2005     Type: New     View All Features in Build
If you use Outlook to send emails from QuoteWerks, the attachments in the emails are now saved to the \QuoteWerks\History\Email folder so that when you open up the sent email in Outlook at a later date, the email attachment can be viewed.
Version: 4.0    Build: 8    Release Date: 04/26/2005     Type: New     View All Features in Build
For Outlook users, you no longer have to respond to those irritating Outlook Security Warning messages! They are eliminated so they never come up again while using QuoteWerks.
Version: 4.0    Build: 8    Release Date: 04/26/2005     Type: Fix     View All Features in Build
In the Contacts|Lookup Contact menu, for Outlook users the result grid displayed an "Ext" column and listed the fax number in it and then listed the email address under the FaxNumber column.
Version: 3.0    Build: 35    Release Date: 02/19/2004     Type: New     View All Features in Build
Certified for use with Outlook 2003.
Version: 3.0    Build: 29    Release Date: 05/09/2003     Type: Misc     View All Features in Build
When sending an email via Outlook and Outlook was not running, you may receive an error "-2147417851" . This error does not occur on all systems. When this error is detected, you will now receive a message requesting that you start Outlook.
Version: 3.0    Build: 29    Release Date: 05/09/2003     Type: Misc     View All Features in Build
Change to internals of sending of Outlook email where now we resolve each email address after adding it to the message instead of resolving all of them at the end
Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: New     View All Features in Build
QuoteWerks can now send emails throught Outlook! You now have a choice to send emails from within QuoteWerks using the QuoteWerks built-in SMTP based email client, or Microsoft Outlook 97, 98, 2000, XP. When email is sent using Outlook, for GoldMine users, it is logged in GoldMine history as if the Outlook email was sent from within GoldMine. Same applies to ACT! and Maximizer users. An additional obvious benefit of this new integration with Outlook, is that the emails that you send through QuoteWerks will now be logged for historical reference purposes.

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Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: New     View All Features in Build
For Outlook users, you can now browse the list of Outlook folders when selecting the Shared contact folder.
Version: 3.0    Build: 24    Release Date: 08/01/2002     Type: New     View All Features in Build
The File|Open window now has an Outlook style vertical bar for selecting search types.
Version: 3.0    Build: 22    Release Date: 04/04/2002     Type: New     View All Features in Build
If you are using the Outlook shared public contacts to retrieve your contact information, you can now specify any folder in any path.
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
For Outlook users, you can now specify the name of the public contacts folder that you want to use instead of the default when using the Outlook shared public contacts.
Version: 3.0    Build: 16    Release Date: 01/16/2001     Type: Fix     View All Features in Build
Outlook shared public folders feature was not working.
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
Outlook Users - You can now use and search for contacts in Outlook Shared Public Contact folders. You can choose this option under the Contacts|Setup Contact Manager menu.
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
Outlook Users - The "lightning" button on the Sold to Ship to tab will now retrieve the currently active Outlook contact record (for Outlook users)