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QuoteWerks Update Center
Version 4.9 Summary
| 220 New, 131 Fixes, and 53 Miscellaneous features | ||
| New Features - Version 4.9 | ||
| 1. Introducing QuoteValet Web. Gain insight and have mobile access to your QuoteValet Executive Dashboard, StatusBoard, Leaderboard, Inbox, Peer Reviews, and Approvals, anywhere, anytime from any web device like your phone, tablet, or PC. QuoteValet Web is a browser based solution and is included in your QuoteValet subscription at no additional charge. QuoteValet Web is packed with features, here are just some of the highlights.
Executive Summary: Gain insight into your business with the Executive Dashboard. From this dashboard you can see the total number and dollar amount of all quotes sent, accepted, and paid for any given date range. You can see the top quotes and orders (by $ amount), all documents that were viewed by customers, any customer comments, or sales rep comments. When reviewing each of these documents, you can use the [Send Note] feature to email the sales rep feedback or questions about the quote and you can easily cc their supervisor. Also in the dashboard is the Comparitive Analysis which gives you a pivot table like breakdown of your sales reps performance based on number of quotes, number of orders, dollar amount of quotes and dollar amounts of orders generated within a specified date range. Great for comparing the performance between sales reps.
StatusBoard: The Status Board shows a non-interactive version of the Inbox for all users, but limits the notifications to priority notifications like quote acceptance, payments, customer comments, and expired quote viewed. This is meant to be run and displayed on a large monitor in the sales area so that the sales manager can see that all QuoteValet customer activity has been addressed, like all orders have been processed, etc. It automatically refreshes every minute to get you realtime customer activity notifications. Also displayed on the Status Board is the LeaderBoard which is a rotating panel that shows a) The top($) 10 Accepted Quotes this WEEK b) The top($) 10 Accepted Quotes this MONTH, c) The top($) 10 Accepted Quotes this YEAR, d) The top($) 10 Outstanding Quotes this WEEK e) The top($) 10 Outstanding Quotes this MONTH, f) The top($) 10 Outstanding Quotes this YEAR.
Inbox: The inbox is very similiar to the QuoteValet Dashboard inbox within QuoteWerks.
Peer Reviews: This will show you any peer reviews requested on documents that you have the rights to view.
Approvals: This will show you any approval requests on documents that you have the rights to approve.
My Summary: Very similiar to the Executive Summary is limited in that it will only show information about your own documents and it does not include the Comparative Analysis feature found in the Executive Summary.
Find: This is a great way to quickly find a quote and see its current status and all activity history without actually opening it in QuoteWerks. [Build: 1] See a screenshot/video of this feature | ||
| 2. Multi-level Undo (CTRL-Z) and Redo (CTRL-Y) for line items is now supported! There are 10 levels of undo. There are also Undo and Redo buttons on the grid toolbar. [Build: 1] See a screenshot/video of this feature | ||
| 3. There is now built-in VB scripting support for the Corporate Edition. This enables you to write code to extend the functionality of QuoteWerks. Do special validations, check for combinations of items, and more. We offer professional services to assist in the writing of this script. In the Site.ini file under the [Scripting] section you can specify vbscript (.vbs) files that can be run for various events in QuoteWerks like BeforePrint, BeforeSaveDocument, etc. For example "BeforeSaveDocument=BeforeSaveDocumentEventScript.vbs", where BeforeSaveDocumentEventScript.vbs file is located in the Quotewerks folder. The ini key implementation is designed so that you can have multiple events call the same .vbs script file. For a complete list of events, please see the QuoteWerks API SDK. In the script you will have access to the API Application object and also the oEventParms object which will contain the parameters for the event being called. For example you can set oEventParms("bCancel") = True to cancel the event. Or in the BeforeDeleteDocument event you can read the oEventParms("lDocID") to know the DocID of the document being deleted. The oEventParms also contains a oEventParms("sEventName") containing the name of the event that is firing. [Build: 1] | ||
| 4. Added support for Google Contacts as a CRM source. The integration includes the ability to search Google Contacts to find Contacts to pull into the quote. [Build: 1] | ||
| 5. QuickBooks 2014 USA, Canada and UK are now supported! [Build: 1] | ||
| 6. For Etilize users (USA and Canada), when selecting items for purchasing on the Purchasing Window, there is now an Etilize Panel that lets you obtain current pricing and availability and enables you to change the sourcing vendor to a vendor that has the item in stock and at a lower price right before you place the order. [Build: 1] | ||
| 7. There is now an Active Quotes Panel that can be displayed. When creating a new quote and selecting the contact you are creating the quote for, any active quotes for that contact will automatically be displayed in the Active Quotes Panel. This has several benefits. First, it brings to the sales reps attention that they or a colleague may already have an active quote out to this customer. In some cases you will just want to update the existing quote and send it out. This improves sales team communication, coordination, and eliminates the possible error of sending out more than one quote for the same project to the same customer. Second, this might be a quote that you created a while ago and lost. From here you can easily right click on the quote and choose "Convert to Lost". Third, you might realize that this customer already has several other outstanding quotes with you and you might want to re-focus your efforts on getting those quotes closed too. This Active Quotes Panel can be displayed by clicking on the icon on the Grid Toolbar. There is also a user level option "Auto display Active Quotes Panel" on the Misc tab of the Tools->My Preferences menu. This will automatically display the panel when selecting a new contact for a quote and when opening existing quotes. The Active Quotes Panel displays the quote number, quote name, SoldToCompany, and the amount of the quote. This information is displayed for any users regardless of if the logged in user has rights to view the quotes of other users. This is done in an effort to help catch duplicated efforts, where two sales reps end up creating a quote for the same thing for the same customer. While the logged in user will be able to see the limited information about the other users quote in the Active Quotes Panel, the logged in user will not be able to actually open the quote (if they do not have View rights). This feature can also help de-clutter the quote database. We might have created a quote one year ago to renew maintenance, the customer might not have moved forward. Now when we start creating a new quote, we will be alerted of the existing quote and we can just update that quote, save as next revision (getting a new quote number), and then resend that quote, eliminating clutter from our quote database as we go. [Build: 1] See a screenshot/video of this feature | ||
| 8. User settings on the Edit User Properties window can now be copied to other users or groups using the new Apply to tab. The settings from the Menus, Access, Documents, and Commissions tabs can be copied. Document approval settings located on the Documents tab can also be copied. [Build: 1] | ||
| 9. There is a now an "Inactive" user account property. When you define a user login as 'Inactive' the user will no longer appear in any user lists except on the User Maintenance window. Setting this Inactive property is a great way to handle changes in your staff. You can make the account inactive so that the user can no longer log into QuoteWerks using that account. It gives you time to decide how to handle their existing quotes, should you give another sales rep access to them, should you delete them, etc. Importantly, in the meantime, all the sales reps quotes/orders/invoices are preserved, for reporting and access purposes. You can easily give other sales reps access to modify this inactive user's quotes so they can open then and change the sales rep to themselves. Also, if the administrator simply does not want the user logging in, maybe while the administrator is performing some kind of maintenance for the user, the administrator can temporarily set the account to 'Inactive'. Another good use for 'Inactive' is that the account can be flagged as inactive so it cannot be used to log into QuoteWerks, but the account still exists, so the rights in the account are still valid such as what users can view or modify this inactive users documents. Yet another use for this is that the administrator can create a 'Template User' which they configure with a combination of rights. Then they can just Clone this user when they create new users, saving you the time of specifying all the individual. Setting the Inactive property on the 'Template User' will prevent it from displaying in the login screen user list. If you want other users to see the old user in the user lists, you can remove the inactive flag and just change the password and choose by security rights which users can view/modify this old users quotes (used so they can possibly take over account ownership). Ultimately you generally never want to delete users because the security data of who can view the old users quotes would be lost and if you just re-assign all the old user's quotes/orders to a new user, then you lose the historical trail of whose quote/order it actually was. [Build: 1] | ||
| 10. As a result of the collaboration between QuoteWerks and Tech Data, QuoteWerks can now retrieve quotes created by Tech Data sales reps directly from Tech Data's internal SAP system. So while you are talking with your Tech Data sales rep and he is helping find the correct items to order and creating his internal quote, you can enter the Tech Data quote number into QuoteWerks and it will simply appear in your QuoteWerks quote! You can then review it, suggest changes, have the Tech Data sales rep make the changes, and with another click you will have the updated quote in QuoteWerks - all in real-time! [Build: 1] | ||
| 11. There is now a PreparedBy field on the Sale Info tab of the Quote WorkBook. This is used to identify the person preparing the quote for a sales rep. This person will be cc'd on all QuoteValet notifications that normally go to the sales rep, keeping the preparer "in the loop". [Build: 1] | ||
| 12. For QuoteValet users, when posting peer review comments, or Approvals through the QuoteValet.com interface sales rep facing page, the PreparedBy user for the quote will also receive an email notification about the peer review comment or approval. [Build: 1] | ||
| 13. For QuickBooks users, When exporting a PO directly to QuickBooks from the Purchasing Window without having first placed an online order, you are now given the option to supply the PO number to use in QuicKBooks. [Build: 1] | ||
| 14. For QuoteValet users, you can now specify users to be CC'd and BCC'd for the following QuoteValet notifications "OrderForm Order Placed", "First View", "Approval Approved", "Approval Not Approved", and "Peer Review Posted". This is setup under the QuoteValet tab of the Tools->Options menu. [Build: 1] | ||
| 15. For Autotask users, the Autotask Product Name can be created from Custom Text Fields 1 - 20, Internal Part Number, and Vendor Part number in addition to the Manufacturer Part Number and Description fields that could be used in previous builds. [Build: 1] | ||
| 16. For Autotask users, when QuoteWerks writes (Create or Update) to an Autotask Opportunity, the Opportunity Advanced Fields 1 through 5 can now contain information from the QuoteWerks document including Recurring information, deposit information, the Total Cost / Price of a particular QuoteWerks Item Type, and more. This is helpful when running reports on opportunities within Autotask. [Build: 1] | ||
| 17. For Tech Data Canada, the Excel formatted Tech Data Price Quotation that you receive from your Tech Data sales rep can now be imported into QuoteWerks. [Build: 1] | ||
| 18. The Australian distributor Dicker Data is now supported! For Dicker Data customers, the QuoteWerks Product Content Subscription now returns the Dicker Data part numbers, Cost and List pricing, eliminating the need to import product and pricing information. [Build: 1] | ||
| 19. For QuoteValet users, if a customer views a QuoteValet quote and it is not the first view, but it is the first view since it was just revised and re-uploaded, then the sales rep will now receive a notification. Posted live Aug-9-2013 4:40pm [Build: 1] | ||
| 20. For QuoteValet users, on the QuoteValet tab of the quote workbook, under the payments area, there is now a display for "Total Payments Made". [Build: 1] | ||
| 21. Added a LastModifiedBy field on the Notes tab of the Quote WorkBook. Great for knowing what user last modified the quote. [Build: 1] | ||
| 22. For QuoteValet users, there is now an option "Allow regular documents to be imported from QuoteValet" on the QuoteValet tab under the Tools->Options menu. Documents created in Remote installations and then uploaded to QuoteValet will display in the QuoteValet Inbox of the Master installation and vice-versa. When this option is set, you can import this document into the local installation if it does not exist. This is an easy way to import a document into an installation rather than doing a DTF export/import or a sync requiring a VPN connection. This is designed only to be used to import a document into an installation to then take over actions on the document. If both the Remote and the Master are updating their copies of this document problems will arise. [Build: 1] | ||
| 23. For QuoteValet users, there is now an option "Prompt to Convert to Order when acceptance detected" on the QuoteValet tab under the Tools->Options menu. When unchecked, it will no longer prompt you to convert the quote to an order when opening a document that has been accepted through QuoteValet. [Build: 1] | ||
| 24. Real-time Pricing and Availability is now available for IT Distributor ASI ( www.asipartner.com ). [Build: 1] | ||
| 25. For Product Content Subscribers (powered by Etilize), ASI pricing & availability is now available on the Etilize Panel if you have an accounts with this distributor. [Build: 1] | ||
| 26. Real-time Pricing and Availability is now available for Distributor Jenne ( www.jenne.com ). [Build: 1] | ||
| 27. For Product Content Subscribers (powered by Etilize), Jenne pricing & availability is now available on the Etilize Panel if you have an accounts with this distributor. [Build: 1] | ||
| 28. The Product Content Subscription now has PartLocator support for Supplies Network. We've negotiated an arrangement with Supplies Network to host their product data so as to provide our mutual customers with the best experience possible. [Build: 1] | ||
| 29. For Gmail users, there is a new [set defaults] button on the Email tab of the Tools->My Preferences menu. This will prefill the Email SMTP settings with the default Gmail settings. [Build: 1] | ||
| 30. 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. [Build: 1] | ||
| 31. On the Open Document window, there is now a right click "Convert to Lost Sale" menu. This "Convert to Lost Sale" right click menu is also available on the Active Quotes Panel. It helps speed up the process by opening the quote and initiating the Convert to Lost process. [Build: 1] | ||
| 32. The Purchasing window is now resizable, and also remembers the last location and size (per user). [Build: 1] | ||
| 33. On the Select Contact Window, there is now an "All" button that enables you to use the selected contact for all of the contact fields including Sold To, Ship To, and Bill To. [Build: 1] | ||
| 34. Added spotlight feature for the Access Rights tab under the Edit User Properties window. This is useful for quickly finding a Misc Access Right. This spotlight feature will highlight in bold all matching list entries and will ghost all entries that do not match. [Build: 1] | ||
| 35. Added a new type of user rights that start with "NonMasterRightsUser_". The ability to perform these actions is usually reserved for only users with Master rights, but by assigning these individual rights to a user, the user can perform individual actions that previously only the user with Master Rights could do. [Build: 1] | ||
| 36. Added Misc Access right "NonMasterRightsUser_CanDeleteQuoteValetDocuments". If a customer has accepted a document through QuoteValet, it cannot be deleted. With this right you can. Normally you do not want to delete a document from QuoteValet that has been electronically signed, so this is usually only used when some kind of mistake was made. [Build: 1] | ||
| 37. Added Misc Access right "NonMasterRightsUser_CanAdministerAnyUsersDocuments". With this right, a user can view/modify/delete any users documents. [Build: 1] | ||
| 38. Added Misc Access right "NonMasterRightsUser_CanModifyUsers". With this right a user can modify an existing user account. There are several restrictions. The user cannot add or clone a user. The user cannot assign or remove master rights. The user cannot assign or remove the rights starting with "CanSee" or "NonMasterRightsUser_", cannot create/modify/delete groups, cannot create/modify/delete approval profiles. Only users with master rights can perform those functions. Primarily this right is meant to allow the user to change users passwords, make them inactive, change the menu rights, change most misc access rights, and change who can view/modify/delete their documents. [Build: 1] | ||
| 39. Added Misc Access right "NonMasterRightsUser_CanAdministerSystemEmailTemplates". With this right the user can modify the system email templates. [Build: 1] | ||
| 40. Added Misc Access right "NonMasterRightsUser_CanDismissOthersQuoteValetNotifications". With this right the user can dismiss QuoteValet Inbox notifications of other users. [Build: 1] | ||
| 41. Added Misc Access right "CannotUseQuoteValetWeb". Use this to not allow the user to use any portion of the QuoteValet web product ( www.quotevalet.com/web ). [Build: 1] | ||
| 42. Added Misc Access right "CanUseQuoteValetWebExecutiveSummary". If this is set, the user can access the Dashboard->Executive Summary in QuoteValet Web. [Build: 1] | ||
| 43. Added Misc Access right "CannotUseQuoteValetWebMySummary". If this is set, then the user will not be able to access the Dashboard->My Summary in QuoteValet Web. [Build: 1] | ||
| 44. Added Misc Access right "CanUseQuoteValetWebLeaderboard". If this is set, the user can access the Dashboard->Leaderboard in QuoteValet Web. [Build: 1] | ||
| 45. Added a new type of user rights that start with "CanSee". By default, even users with Master Rights cannot perform these actions unless they are specifically granted to them. [Build: 1] | ||
| 46. Added Misc Access right "CanSeeTotalsInQuoteValetWebMySummary". Depending upon the purpose why you are giving the user access to the QuoteValet Web My Summary, you may or may not want them to see the totals all the orders or quotes combined together. In certain cases you do not want your users knowing the total gross sales. [Build: 1] | ||
| 47. Added Misc Access rights "CanSeeDateRangeThisWeekInQuoteValetWebMySummary", "CanSeeDateRangeLastWeekInQuoteValetWebMySummary", "CanSeeDateRangeThisMonthInQuoteValetWebMySummary", "CanSeeDateRangeLastMonthInQuoteValetWebMySummary", "CanSeeDateRangeTwoMonthsAgoInQuoteValetWebMySummary", "CanSeeDateRangeThisYearInQuoteValetWebMySummary", and "CanSeeDateRangeLastYearInQuoteValetWebMySummary". These are used to control how much historical data you want the user to see. It makes sense for them to see the last week or month, but do they need to see the entire year? or does that begin to show them more than you want them to be able to see? [Build: 1] | ||
| 48. Added Misc Access right "CanSeeTotalsInQuoteValetWebExecutiveSummary". Depending upon the purpose why you are giving the user access to the QuoteValet Web Executive Summary, you may or may not want them to see the totals all the orders or quotes combined together. In certain cases you do not want your users knowing the total gross sales. [Build: 1] | ||
| 49. Added Misc Access rights "CanSeeDateRangeThisWeekInQuoteValetWebExecutiveSummary", "CanSeeDateRangeLastWeekInQuoteValetWebExecutiveSummary", "CanSeeDateRangeThisMonthInQuoteValetWebExecutiveSummary", "CanSeeDateRangeLastMonthInQuoteValetWebExecutiveSummary", "CanSeeDateRangeTwoMonthsAgoInQuoteValetWebExecutiveSummary",
"CanSeeDateRangeThisYearInQuoteValetWebExecutiveSummary", and "CanSeeDateRangeLastYearInQuoteValetWebExecutiveSummary". These are used to control how much historical data you want the user to see. It makes sense for them to see the last week or month, but do they need to see the entire year? or does that begin to show them more than you want them to be able to see? [Build: 1] | ||
| 50. For Sage 50 US Edition (Peachtree) users, when exporting Purchase Orders you are now prompted to enter a PO number for the Peachtree PO. [Build: 1.01] | ||
| 51. ConnectWise 2013.3 is now supported. [Build: 1.02] | ||
| 52. Tech Data Excel Quote Importer now imports List/Retail Price. [Build: 1.02] | ||
| 53. For ConnectWise users, the ShortDescription field from the ConnectWise Product definition is now displayed in the Product Lookup. It is mapped by default to the CustomText02 field. To have access to this new column, you will need to edit the ConnectWise Product Data Source under the Products->Setup Product Data Sources menu and choose to include the new column. On the ConnectWise Product screen, the field labeled "Description" is what is mapped to the QuoteWerks "ShortDescription" field on the Product Lookup. On the ConnectWise Product screen, the field labeled "Customer Description" is what is mapped to the QuoteWerks "Description" field on the Product Lookup. If the ConnectWise "Customer Description" is empty, then QuoteWerks will grab the ConnectWise "Description" field and place it in the QuoteWerks "Description" field. [Build: 1.02] | ||
| 54. For ConnectWise users, when creating products in ConnectWise, the Product's ManufacturerPartNumber is now set in the ConnectWise Product. This feature is supported in ConnectWise 2013.1 and higher. [Build: 1.02] | ||
| 55. For ConnectWise users, when creating products in ConnectWise, if the Manufacturer for the product does not exist in ConnectWise it will be automatically created in ConnectWise. This feature is supported in ConnectWise 2013.1 and higher. [Build: 1.02] | ||
| 56. For ConnectWise users, you can now create Purchase Orders in ConnectWise. Under the new Tools->Purchasing menu you have access to all the Order items in QuoteWerks and can easily create ConnectWise Purchase Orders that contain items from multiple orders. Items that do not exist in ConnectWise will be created. Additionally if using the Online Ordering feature of the real-time module, after the items are ordered you will be asked if you want to create a Purchase Order in ConnectWise for the items you just ordered electronically. There is a new Purchase Orders tab on the ConnectWise setup window to enable or disable the PO integration with ConnectWise. Purchase Orders are supported in ConnectWise 2013.1 and higher. [Build: 1.03] | ||
| 57. For Peachtree users, when exporting Purchase Orders at the same time as exporting the order, for all the vendors in the order, all the Purchase Orders are now individually sent over separately one at a time rather than in a single batch. This way if one purchase order fails to be created, all the others will still be created. [Build: 1.03] | ||
| 58. Added [Launch QuoteValet Web] button on the QuoteValet Dashboard. [Build: 1.07] | ||
| 59. Microsoft Dynamics CRM (MS CRM) version 6.0/2013 is now supported! [Build: 1.14] | ||
| 60. There is now a 'My Summary' Dashboard in QuoteWerks. It shows a summary total number and total amount of quotes and orders from this month, last month and two months ago. It also shows all the sales' reps quotes that expire within the next 7 days. It also shows any opportunities in ConnectWise that a quote has been requested for. There is a link on the expiring quotes for QuoteValet users to easily post a comment on the expiring quote on QuoteValet to remind the customer that the quote is expiring soon. It also shows a list of all the document that have been recently opened. Pressing the F5 key on the Dashboard will refresh it. The Dashboard is accessible through the new Dashboard icon on the toolbar. [Build: 1.14] | ||
| 61. For ConnectWise users, quotes can now be created starting with ConnectWise Opportunities. When a new opportunity is created in ConnectWise or an existing opportunity in ConnectWise is set to have an opportunity status of "CreateQuote", the ConnectWise Opportunity will appear in the QuoteWerks My Summary Dashboard under the Notifications section. From there you can click on the "Create Quote for ConnectWise Opportunity" link. This will create a new quote in QuoteWerks and populate the SoldTo information with the customer information associated with the opportunity. The description from the opportunity will be copied into the internal notes field on the Notes tab. It will also associate the opportunity with the quote so that when saving the quote this existing opportunity will be updated. This feature was designed so that you can have a person out in the field creating a new ConnectWise opportunity using ConnectWise mobile and just enter some basic specifications for the opportunity. Then back in the office, the person assigned to create quotes will automatically be notified that they need to create a quote for this opportunity. The same concept applies even if the opportunity is created using regular ConnectWise vs ConnectWise Mobile. [Build: 1.14] | ||
| 62. The Configuration window is now resizable! [Build: 1.14] | ||
| 63. When saving as next revision, if the document is locked, the resulting revision document will be unlocked. If the document was approved, the approval will be removed. [Build: 1.14] | ||
| 64. For QuoteValet users, on the QuoteValet Dashboard the [Launch QuoteValet Web] button now passes the QuoteValet TenantAccountNumber and UserName to the QuoteValet Web login screen. [Build: 1.14] | ||
| 65. For MS CRM Users, there is now an option to select which MS Dynamics CRM entity (Account/Contact, or Opportunity) to attach attachments to such as Mail attachments, Linked Documents, QuoteWerks Links Tab documents. [Build: 1.17] | ||
| 66. The menu View->QuoteValet Dashboard has been added. This is the counter-part to the QuoteValet main toolbar button. Since this is now a menu, you can use the menu rights to hide this menu and toolbar icon if desired. [Build: 1.17] | ||
| 67. The menu View->MySummary Dashboard has been added. This is the counter-part to the Dashboard main toolbar button. Since this is now a menu, you can use the menu rights to hide this menu and toolbar icon if desired. [Build: 1.17] | ||
| 68. Added support for setting the Document default values for CustomText21 - 24 through the SITE.INI file. Under the [Defaults] section of the SITE.INI file, you can set ini keys (for example) of CustomText21=my default. [Build: 1.17] | ||
| 69. For ConnectWise users, when pulling in Company->TaxRate via the DataLink if no TaxCode is defined on the selected Site then the TaxCode specified on the Company Finance record is used instead. [Build: 1.17] | ||
| 70. For ConnectWise users, there is now a ConnectWise Integration Mode of "Primary CRM" and "Not Primary CRM". This lets ConnectWise users use QuoteWerks with a CRM like MS CRM to do all their prospecting and quoting. Then, when the quote becomes an order, at that time, using QuoteWerks, they can create the customer in ConnectWise and have QuoteWerks create the sales opportunity, products, and service tickets, etc in ConnectWise. Since QuoteWerks integrates with all 12 of the leading CRM packages, you could use any of these CRMs with QuoteWerks and then once the quote becomes an order, this functionality would allow you to export to ConnectWise. To use ConnectWise in this mode, you will need to choose ConnectWise on the Contacts->Setup Contact Manager menu, and go into the ConnectWise setup and on the Settings tab, choose the "Not Primary CRM" mode. While in the ConnectWise setup screen, make all the setup changes and click on [Ok]. After doing this, back on the Contacts->Setup Contact Manager window you will need to re-select the CRM that you want to use as the Primary CRM and click on [OK]. Once this setup is complete, a Tools->Export To ConnectWise menu will appear and that menu is used to perform the export. [Build: 2] | ||
| 71. For ConnectWise users, added support for the ConnectWise [Quote] button on the ConnectWise Sales Opportunity. When clicking on this button, it will create a new quote based on the ConnectWise Sales Opportunity if there is no quote for this opportunity, and if there is already a quote for the ConnectWise Opportunity it will simply open the existing Quote in QuoteWerks. To setup in ConnectWise, on the left menu bar, Choose "Setup", then "Setup Tables". For the Category, choose "Opportunities", then for the "Table" choose "Quote Link". On this screen you can create a Quote Link that is different for each Business unit. Use the following URL string in the Quote Link: quotewerks://quotebutton?Source=ConnectWise&SoldToCMOpportunityRecID={opportunityid}. Also set the option to "Open in new window", and do not click on the [Test] button. [Build: 2] | ||
| 72. For ConnectWise users, you can now map QuoteWerks fields other than the ManufacturerPartNumber to the ConnectWise Product's ProductID field. The InternalPartNumber, ItemType, and CustomText01-20 are now supported. This mapping is done in the ConnectWise setup, choose the Opportunities tab, then choose the Products sub tab. [Build: 2] | ||
| 73. On the Purchasing window, in the Purchase Order line item detail, on the Purchase Orders and Ordered Items tabs, there is now an "Add" hyperlink in the Serial Number section that enables you to manually add serial numbers. Also, a "Copy" hyperlink was added in the Serial Number section to copy all the serial numbers to the clipboard. [Build: 2] | ||
| 74. For Tech Data users, you can import Orders into the QuoteWerks purchasing window that have been placed directly through the Tech Data website or the TD Mobility apps. Once imported, QuoteWerks will track the order status, the tracking numbers, the serial numbers and more enabling you to be able to have access to all your purchases from a single screen. You will know what has shipped, what has not shipped from a single screen. The [Import PO from Tech Data website order] toolbar button is located on the Purchase order tab. [Build: 2] | ||
| 75. For Tech Data users, the Import SAP Quote feature now remembers the last quote number you retrieved so that you can retrieve it again while still on the phone with the Tech Data sales rep without having to re-type it. [Build: 2] | ||
| 76. For Peachtree users, you can now export Purchase Orders to Peachtree from the Purchasing window. You can create the Purchase Order in Peachtree straight from the Purchasing window, or if you place online orders in QuoteWerks with the Tech Data, Ingram Micro, SYNNEX, or D&H, after the online order is placed, you will be asked if you want to export the online order to a Peachtree Purchase Order. [Build: 2] | ||
| 77. Added support for CustomText15, CustomText16, CustomText17, CustomText17, CustomText18, CustomText19, and CustomText20 columns on the Document Items tab of the Quote WorkBook. [Build: 2] | ||
| 78. When adding file links to the Links tab of the Quote WorkBook, you can now select more than one file to link at the same time. [Build: 2] | ||
| 79. On the Purchase Orders tab of the Purchasing window, there is now a right click menu "Delete" which can be used to delete a Purchase Order. Typically the only reason to use this is if the order was cancelled. Users with MasterRights will have access to this menu and also users with the access right "NonMasterRightsUser_CanDeletePurchaseOrders". [Build: 2] | ||
| 80. The following fields are now available for cover pages, layout design, and word merging: "&DH_&PreparedByAddress", "&DH_&PreparedByAddress1", "&DH_&PreparedByAddress2", "&DH_&PreparedByAddress3", "&DH_&PreparedByCity", "&DH_&PreparedByCountry", "&DH_&PreparedByEMail", "&DH_&PreparedByFax", "&DH_&PreparedByFaxA", "&DH_&PreparedByFaxExt", "&DH_&PreparedByFullAddress", "&DH_&PreparedByFullAddressA", "&DH_&PreparedByInlineAddress", "&DH_&PreparedByFullNameOrUserName", "&DH_&PreparedByFullName", "&DH_&PreparedByPhone", "&DH_&PreparedByPhoneExt", "&DH_&PreparedByPhoneWithExt", "&DH_&PreparedByPhoneWithExtA", "&DH_&PreparedByMobilePhone", "&DH_&PreparedByPostalCode", "&DH_&PreparedByState", "&DH_&PreparedByTitle", "&DH_&PreparedByPicture", "&DH_&PreparedByElectronicSignature". [Build: 2] | ||
| 81. ConnectWise 2014.2 is now supported. [Build: 4] | ||
| 82. ConnectWise 2014.1 is now supported. [Build: 4] | ||
| 83. ConnectWise 2013.4 is now supported. [Build: 4] | ||
| 84. SalesLogix 8.1 is now supported! [Build: 4] | ||
| 85. SalesLogix 8.0 is now supported! [Build: 4] | ||
| 86. For UK users, the QuoteWerks Product Content subscription (powered by Etilize) now supports Accessories for the UK. Subscribers in the USA and Canada already have this feature. Including these manufacturer suggested accessories on your quotes is an easy way to up-sell options and a great way to generate more revenue. [Build: 4] | ||
| 87. For QuoteValet users, the payment gateway of FirstData e4 is now supported! [Build: 4] | ||
| 88. QuoteWerks user manual is now an HTML based help system! [Build: 4] | ||
| 89. For ConnectWise users, ConnectWise Bundles are now supported in ConnectWise Opportunities. When creating/updating a ConnectWise Opportunity QuoteWerks "Grouped Bundles" are now created in the ConnectWise Opportunity as Bundles (under the Forecast tab). With this new support, in the ConnectWise Opportunity you will see the bundle header and the corresponding products that make up that bundle. This replaces the functionality where the bundled items were de-bundled and only sent over to the ConnectWise Opportunity as individual product line items with no bundle grouping at all. With this set of changes, we still retain the option "only create a single summary product in ConnectWise (not the individual group items)" for any customers that prefer this. The QuoteWerks bundle item attributes of HidePrice and HideQuantity are transferred over to the ConnectWise Opportunity bundle. When QuoteWerks creates the ConnectWise bundle in the ConnectWise Opportunity, for the ConnectWise Bundle Product ID it will use the Product ID specified in the setup field 'ConnectWise Bundle Product ID' on the Products.Bundles tab of the ConnectWise setup window. If the Group Header line item in QuoteWerks has a value entered in the field that is mapped to the ConnectWise Product ID then QuoteWerks will attempt to use that Product ID as the ConnectWise Opportunity Bundle line Product ID. If the Product ID does not exist in ConnectWise, QuoteWerks will create it. When Bundle Products are created in ConnectWise, all applicable standard product mappings like Product Type, Category/SubCategory and Unit of Measure are applied when creating the new Bundle Product.
[Build: 4] | ||
| 90. For ConnectWise users, when sending over grouped bundles to ConnectWise Opportunities as ConnectWise bundles you can now control if the bundle product in the ConnectWise Opportunity should create a Project phase when the Opportunity is converted to a Project from within ConnectWise. You can map the IsProjectPhase setting on the Products.Bundles tab under the ConnectWise Setup. [Build: 4] | ||
| 91. For ConnectWise users, added an option "Enable multiple Quotes per Opportunity" so this behavior can be controlled. For new installations, this option is disabled by default. If enabled, this option to associate multiple quotes with a single ConnectWise opportunity is an older behavior that is no longer supported. This option is only here for existing ConnectWise users that are still relying on this behavior. For all others, this should not be checked as ConnectWise itself does not support having multiple quotes per single opportunity.
[Build: 4] | ||
| 92. For ConnectWise users, the ConnectWise Category/Subcategory mappings can be used to determine the QuoteWerks Item type when retrieving items from the ConnectWise Product database. Prior to this change, only the ConnectWise Product Type could be used to map to the QuoteWerks Item Type. Which of these two sets of mappings that controls which set of mappings are used is located on the Products.Product List tab of the ConnectWise Setup window. [Build: 4] | ||
| 93. For Autotask users, you can now specify a default tax code when using Autotask Products and Autotask Services as Product Sources. This was already available for Autotask Labor items. [Build: 4] | ||
| 94. The Promo End date for any Tech Data promo price will now be displayed on the Etilize panel. [Build: 4] | ||
| 95. For ConnectWise users, when composing an email in QuoteWerks, you can can now select the email addresses belonging to any contact that is associated with the ConnectWise company selected as the Sold To. [Build: 4] | ||
| 96. For ConnectWise users, when composing an email in QuoteWerks, you can now search the entire list of ConnectWise contacts for additional email recipients. The fields that can be searched by are: CompanyName, FirstName, LastName, Phone, email. [Build: 4] | ||
| 97. For ConnectWise Users, when pulling in Company->TaxRate via the DataLink, if no TaxCode is defined on the selected ConnectWise Site then the TaxCode specified on the Company Finance record will be used. [Build: 4] | ||
| 98. When creating products in ConnectWise, QuoteWerks now sets the ConnectWise Product's "Serialized" checkbox based on the ItemType mapping. These mappings can be setup on the Opportunities.Products.Serialized tab of the ConnectWise Setup window. The ConnectWise serialized features only work when you have the appropriate ConnectWise inventory module. [Build: 4] | ||
| 99. There is now a Purchase Order Integration option to set under the Tools->Options menu. This same selection is in the setup wizard and is also on the Settings tab of the ConnectWise setup window, QuickBooks setup window and Peachtree setup window. So now you choose which accounting you are integrating with rather than QuoteWerks giving you options and asking every time which accounting you want to export purchase orders too. On the Purchasing window, there are now only two action buttons. The first action button is one to create a Purchase Order in QuoteWerks and optionally exports the purchase order to your designated accounting software. The second action button first creates an online order and then creates a Purchase Order in QuoteWerks and optionally exports the purchase order to your designated accounting software. [Build: 4] | ||
| 100. Purchase Orders can now be created in QuoteWerks that are not electronic orders. Manually created QuoteWerks Purchase Orders behave much the same as the Purchase Orders created to track electronic orders, with the major difference being that the manually created Purchase Orders are not updated automatically with realtime shipping tracking and serial number information. That information, however, can be manually entered into the manually created Purchase Orders. Manually created Purchase Orders are created in the same area as the electronic purchase orders on the Purchasing tab of the Purchasing window. This feature requires (Corporate Edition) or (Professional Edition + Realtime module). [Build: 4] | ||
| 101. Purchasing Receiving functionality has been improved to include basic inventory management. Now when you order a quantity of 5 of an item instead of having a single ReceivedOn date, you can now receive each individual item at different times and fully record the date/time as each item is received. When receiving items you can now select or enter the serial number of the item you are receiving and at the same time you can specify a storage location, Asset Tag, and MACAddress for the item. The Purchase Orders tab will also now display a POFulfillmentStatus column showing "Not Received","Partial Received", or "Fully Received". [Build: 4] | ||
| 102. Purchase Order numbering sequence. There is now a purchase order unique numbering sequence that you can now use in the PONumber field when creating a new manual purchase order or a new electronic order. This field also supports the F2 key while will display the F2Lookup list which can lookup a PO number from an external source. The PO number will be formatted, for example, like 14-1001TD. The "14" indicates the year of 2014. The "1001" is the unique numeric sequence. The "TD" is an identifier to indicate that the purchase order was for Tech Data. You can choose to have a vendor this vendor identifier or not. Under the Utilities->Vendor Maintenance when editing a vendor you can specify it in the "Vendor PO Prefix" field. It can be a maximum of 3 characters. If QuoteWerks is configured to export purchase orders to QuickBooks, Peachtree, or ConnectWise, this same PO number will be used when creating the purchase order in the accounting software. You will want to reset the unique numeric sequence each year and this can be done on the Installation tab of the Tools->Options menu. The short nature of the PO number format takes into accounts QuickBooks very small 11 character max po number and Ingram Micro being the next at 18 characters. [Build: 4] | ||
| 103. When creating purchase orders there is now a RefID field. This field will be displayed in the Purchase Orders list and can be filtered on. The best use for this field is to enter something like a job# or ticket# and is used to group purchase orders together. You might create 5 purchase orders to purchase all the products required for the job and by entering the same job# for each PO you can easily group and display them together on the purchase orders tab. Filtering on the job while on the Purchase Orders tab will show you the 5 purchase orders and you can get an overall view of if most of the items have been shipped and received. Filtering on the job while on the Ordered Items tab will show you a complete list of all the items ordered across all 5 purchase orders and show their status in terms of have they shipped, been received, and what the serial numbers are. On this tab, once you see you have received all the items, you can then schedule the job to deliver the items to the customer. [Build: 4] | ||
| 104. You can now manually add tracking numbers and serial numbers to electronic orders. This is useful because the distributors don't always send complete information. There is also a Copy option to copy tracking numbers and serial numbers into the Windows clipboard. [Build: 4] | ||
| 105. For QuickBooks users, there is now a "PO Numbering" option on the Transaction.QuickBooks tab of the QuickBooks Setup Window. Here, you can choose "Use QuickBooks Auto-numbering" or "Use QuoteWerks PO Number." When creating a manual PO in QuoteWerks and you've configured QuoteWerks to use QuickBooks for purchase orders, you'll be able to enter a blank PO number on the Create Purchase Order window. This will create the PO in QuickBooks using the next available QuickBooks PO number. That QuickBooks PO number will be used to update the QuoteWerks PONumber for the QuoteWerks purchase order, which you'll see under the Purchase Orders tab. When creating electronic POs, electronic orders require a PO number at the time you're placing the order, so you can't use the next available QuickBooks PO number here. Instead, you can use the next available QuoteWerks PO Number to submit the order to the distributor, then the QuoteWerks purchase order will use that PO number. If you have the PO Numbering option set to "Use QuickBooks Auto-numbering", then when you export the Purchase Order to QuickBooks, it will send a blank PO number to QuickBooks which will cause QuickBooks to use the next available PO number in QuickBooks. This new QuickBooks PO number will then be written into the QuoteWerks PO description field (for example, "[QBPO# 1001]"). [Build: 4] | ||
| 106. On the Purchase Orders and OrderedItems tab of the Purchasing window, the Items now sort by ShippedOn,EstimatedShipDate [Build: 4] | ||
| 107. On the Purchase Orders tab of the Purchasing window there is now a right-click menu of "Edit PO". This will let you change the RefID and Description on the purchase order. [Build: 4] | ||
| 108. On the Purchase Orders tab of the Purchasing window you can now filter by PONumber. [Build: 4] | ||
| 109. On the Purchase Orders tab of the Purchasing window there is now a right-click menu of "Close PO". Once all the items on the PO have been received and possibly after the job has been completed and billed you can use this feature to flag the PO as "closed" so that it no longer appears in the Purchase Order window. There is an accompanying checkbox filter "Include Closed POs" on both the "Purchase Orders" and "Ordered Items" tab that you can use if you want to retrieve an older closed PO. [Build: 4] | ||
| 110. On the Purchasing window under the Purchasing tab, added a [Clear] button and a [Refresh] button. [Build: 4] | ||
| 111. For ConnectWise users, when QuoteWerks creates/updates a ConnectWise Opportunity and is setup to write line items to the ConnectWise Opportunity the CRMProductID auto-generation feature is now supported. This can be setup on the Products.Mappings tab of the ConnectWise Setup window from the Contacts->Setup Contact manager menu. [Build: 4] | ||
| 112. For ACT! users, when QuoteWerks creates/updates an ACT Opportunity and is setup to write line items to the ACT Opportunity the CRMProductID auto-generation feature is now supported. This can be setup on the ACT Opportunity Setup window from the Contacts->Setup Contact manager menu, choose [Opportunity Setup] button. [Build: 4] | ||
| 113. For ACT! for Web users, when QuoteWerks creates/updates an ACT! for Web Opportunity and is setup to write line items to the ACT! for Web Opportunity the CRMProductID auto-generation feature is now supported. This can be setup on the ACT For Web Opportunity Setup window from the Contacts->Setup Contact manager menu, choose [Opportunity Setup] button. [Build: 4] | ||
| 114. For Microsoft Dynamics CRM (MS CRM) users, when QuoteWerks creates/updates a MS CRM Opportunity and is setup to write line items to the MS CRM Opportunity the CRMProductID auto-generation feature is now supported. This can be setup on the MS CRM Opportunity Setup window from the Contacts->Setup Contact manager menu, choose [MS CRM Setup] button. [Build: 4] | ||
| 115. CRMProductID Auto-Generation feature. In the simplest scenario you can setup the link to just use a QuoteWerks part number like the Manufacturer field as the CRM Opportunity CRMProductID. As a starting point the value from a specified field like the QuoteWerks ManufacturerPartNumber field is used. The auto-generation feature will allow for more than this when the InternalPartNumber or any CustomTextxx field is selected as the mapped field.
This new auto-generation feature will allow for many scenarios of use, including the ability to maintain your own proprietary part numbers in CRM Opportunity.
If the CRM integration supports using CRM Products as a product data source link, you can even use the Etilize functionality in combination with your own proprietary parts in CRM Opportunity.
There are 3 auto-generation options. With "Do not auto-generate", when exporting items to CRM Opportunity, if the mapped field is empty, this will stop and force you to specify your proprietary part number. If you pulled the part from CRM Opportunity, it will already have your proprietary part number from CRM Opportunity. This is useful when you have custom part numbers that are not based on any field or combination of fields. With "Do not auto-generate", when exporting items to CRM Opportunity, if the mapped field is empty, then you will be forced to manually specify an CRMProductID before proceeding. This is used when using your own proprietary part numbers. With "Auto-generate using macro:", when exporting items to CRM Opportunity, instead of just using a simple field value like the ManufacturerPartNumber to become the CRM Opportunity CRMProductID, you can choose to have the CRM Opportunity CRMProductID auto-generated using a macro like &DI_ItemType:&DI_ManufacturerPartNumber. With "Auto-generate using macro based on ItemType:", when exporting items to CRM Opportunity, instead of just using a simple field value like the ManufacturerPartNumber to become the CRM Opportunity CRMProductID, you can choose to have the CRM Opportunity CRMProductID auto-generated based on the ItemType of the Item. So, for example if the ItemType is "Haas", then you can map to an auto-generation macro of "Haas:&DI_ManufacturerPartNumber, but if the ItemType is "Hardware" then you can map to an auto-generation macro of just "&DI_ManufacturerPartNumber". You can also set a value for "If any ItemTypes are not mapped use the following macro:".
[Build: 4] | ||
| 116. On the Purchase Orders and Ordered Items tabs of the Purchasing window, you can now enter comments for each PO item. This is really useful for entering notes on PO items such as updated product backorder ETA dates and other notes critical to the status and fulfillment of those items. [Build: 4] | ||
| 117. For electronic orders the Flooring account is now stored in the QuoteWerks purchase order and displayed on the Purchase Orders tab. When flooring accounts are used in an Ingram Micro electronic order, the flooring account must be supplied in all order status requests and if not would receive an error that the order was not found. [Build: 4] | ||
| 118. For QuickBooks users, ItemReceipt documents can now be created in QuickBooks. When receiving items in the QuoteWerks Purchasing window, the Receipt is recorded along with the serial number received. When you are finished receiving the items on the Purchasing window you can click the "Sync Received Items to QuickBooks" button. If QuoteWerks created the Purchase Order in QuickBooks for the items being received, then this will create "ItemReceipt without Bill" documents in QuickBooks, receiving the items against the QuickBooks Purchase order that QuoteWerks created in QuickBooks. It will also append the serial numbers to the end of the item descriptions on the ItemReceipt in QuickBooks. To enable the "Sync Received Items to QuickBooks" button you need to check the checkbox "Sync Received Items to QuickBooks" on the Transaction.QuickBooks tab of the QuickBooks setup window. Also on this window, the Purchase Order Integration must be set to QuickBooks. This feature requires (Corporate Edition) or (Professional Edition + Realtime module). [Build: 4] | ||
| 119. You can now change the starting unique number sequence for Quotes, Orders, and Invoices on the Installation tab of the Tools->Options menu. Care must be taken when changing these numbers, because it is possible to set it to a number that starts creating duplicate quote numbers. [Build: 4] | ||
| 120. The Save PDF File window now will remember the folder locations that you manually type in and will default to the last saved folder location the next time the window is displayed. [Build: 4] | ||
| 121. For online ordering users, after online orders are placed the message that displays the order numbers has been modified to include an option to [Copy Text & Close]. Also the format of the message has changed, for example, "Tech Data - Sales Order number(s): 12345,45678". The information and format include in this is much more useful when pasting into other applications. [Build: 4] | ||
| 122. In the Totals for all items frame on the DocumentItems tab, if the Profit/ProfitMargin are negative then they will be displayed in red. [Build: 4] | ||
| 123. For Product Content Subscribers, the "Limit to my distributors" selection On the Product Lookup Window, now remembers the last selection used per user. [Build: 4] | ||
| 124. For ScanSource users, the new ScanSource real-time Pricing & Availability version 3.0 API is now supported. [Build: 4] | ||
| 125. Added an [Export to Clipboard] button for the Product Price History Window. Now, you can export any results of searches to the clipboard. The Access right "CannotExportDocumentsToClipboard" applies to this feature. [Build: 4] | ||
| 126. Added new macro "&DH_LocalTaxRate" for cover pages, layout design, and word merging
[Build: 4] | ||
| 127. ConnectWise 2014.3 is now supported! [Build: 7] | ||
| 128. SugarCRM 7.0 and 7.1 are now supported! [Build: 7] | ||
| 129. For SugarCRM Enterprise 7.0 and higher users, Opportunity Revenue Line Items are now supported in SugarCRM opportunities. [Build: 7] | ||
| 130. GoldMine 2014.1 is now supported! [Build: 7] | ||
| 131. The Product Content Subscription now has PartLocator support for ScanSource. We've negotiated an arrangement with ScanSource to host their parts list to provide our mutual customers with a better ability to locate ScanSource part numbers when quoting. This catalog includes the parts from all divisions of ScanSource. [Build: 7] | ||
| 132. For salesforce.com users, there is an option for writing product details into the salesforce.com opportunity. If the products do not exist in salesforce.com there is an option to create them. There is also an option for Grouped Bundles to only send over the Grouped Bundle header line instead of the individual products. A default Price Book can be set for the salesforce.com opportunities QuoteWerks creates. This opportunity products integration also supports the CRM Product ID partnumber generation feature. To activate this functionality, choose the Contacts->Setup Contact Manager menu, choose salesforce.com, click [Setup], and then check the option to write details. [Build: 7] | ||
| 133. The DataLink feature has been vastly improved. For salesforce.com users, you can configure the DataLink to copy information from QuoteWerks into salesforce.com opportunity fields when QuoteWerks creates or updates a salesforce.com opportunity. This can be done on the opportunity level with the EventAction of "CRMOppHeader_CreateUpdate". Information can also be copied at the line item level when QuoteWerks is creating/updating salesforce.com opportunity product items using the EventAction of "CRMOppItem_CreateUpdate". The DataLink is bi-directional so after the Opportunity is created/updated in salesforce.com you can setup a DataLink mapping to copy information from the salesforce.com opportunity back into the QuoteWerks quote. This can be done at the opportunity level and also the opportunity product items level enabling you to update QuoteWerks line item columns with information from the salesforce.com opportunity or opportunity product items. [Build: 7] | ||
| 134. Added new 'Tip of the Day' wizard. Help->Tip of the Day menu has options to copy the tip to the clipboard and bookmark your favorite tips. You can hold SHIFT and click [Next] or [Previous] to cycle through bookmarked tips. [Build: 7] | ||
| 135. Added new Tools->Refresh item Details menu. With this you can refresh line item information by re-retrieving field information from the product data source that the item is associated with. The ManufacturerPartNumber field will be used to lookup the product in the product database indicated in the Vendor field. The feature supports multiple-selections enabling you to update multiple line items at the same time. The Refresh item Details window enables you to choose which individual fields you would like to refresh and will remember your selections when updating multiple line items at the same time. The refreshing obeys the same Tools->Options Field Links tab settings use when adding items to the quote. There is also toolbar button above the grid for this Refresh item Details feature. [Build: 7] | ||
| 136. For ConnectWise users, you can now create a new ConnectWise Company record from the QuoteWerks SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from ConnectWise. Also, the Company field and Contact field must both be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature. [Build: 7] | ||
| 137. For Peachtree users, on the Defaults tab of the Peachtree setup, you can now choose to not set accounts for new item defaults. [Build: 7] | ||
| 138. For Peachtree users, on the Create Peachtree Item window, you can now choose "Cost of Sales" type accounts for the Salary/Wages Account" for "Non-stock item" items. [Build: 7] | ||
| 139. For Tech Data online ordering users, there is now options to choose the payment method for the order as Terms, your Flooring Account, or your credit card on file with Tech Data. [Build: 7] | ||
| 140. For Online ordering users, the Special Instructions field for Tech Data, Ingram Micro, SYNNEX, and D&H now support the F2Lookup feature. Just press the F2 key or double-click in the field to bring up a list of selections for the field. [Build: 7] | ||
| 141. Added options "Don't Unlock/Rescind Approval when converting to Order" and "Don't Unlock/Rescind Approval when converting to Invoice" on the Installation tab under the Tools->Options menu. [Build: 7] | ||
| 142. For ConnectWise users, on the Products.Bundles tab of the ConnectWise Setup, there are new options on how to handle QuoteWerks Recurring Groups when sending them over to a ConnectWise Opportunity. The new options are a) "Represent Grouped Bundles (Recurring) as", b) "ConnectWise Bundle product ID (recurring):", c) "Grouped Bundle Header Line (Recurring) Item Type". [Build: 7] | ||
| 143. For Product Content Subscribers, the QuoteWerks Tax Code can now be mapped to an Etilize Category Name. If no Tax Code is mapped, the default tax code set on the Document Items Tab of the Tools->Options Menu will be used. As an example, this allows you to setup automatic mappings to tax hardware and not tax software renewals. [Build: 7] | ||
| 144. For Product Content Subscribers in North America, there is now an option to select the Etilize Language of English, French, or Spanish. Etilize populates all of their products with English descriptions and a subset in French and Spanish. The catalog size for non-English Languages are not as large and you will have limited results. [Build: 7] | ||
| 145. On the Purchasing window, the tracking number feature to track the shipments on the Shipping Carriers website now supports shipping carrier services of "FedEx Priority Overnight" and "FEDEX 1DAYPM". [Build: 7] | ||
| 146. Microsoft SQL Server 2014 is now supported! [Build: 8] | ||
| 147. Microsoft Dynamics CRM (MS CRM) version 2014 is now supported! [Build: 8] | ||
| 148. SugarCRM 7.2 is now supported! [Build: 8] | ||
| 149. For Act! for Web users, ACT! for Web v16 and 2013 are now supported including on both 64-bit or 32-bit Windows Server OS. [Build: 8] | ||
| 150. The Product Content Subscription now has PartLocator support for Printer Essentials. We've negotiated an arrangement with Printer Essentials to host their parts list to provide our mutual customers with a better ability to locate Printer Essentials part numbers when quoting. [Build: 8] | ||
| 151. For Autotask users, you can now create Purchase Orders in Autotask. Under the new Tools->Purchasing menu you have access to all the Order items in QuoteWerks and can easily create Autotask Purchase Orders that contain items from one or multiple orders. Items that do not exist in Autotask will be created. Additionally if using the Online Ordering feature of the real-time module, after the items are ordered you will be asked if you want to create a Purchase Order in Autotask for the items you just ordered electronically. To enable this functionality, select Autotask as the Purchase Order Integration on the Settings tab of the Autotask setup window. [Build: 8] | ||
| 152. For Autotask users, when receiving items on the QuoteWerks Purchasing window, the item(s) will be received in Autotask along with the serial number received (if specified). For QuoteWerks to mark the items as received in Autotask, the items must already be on a Purchase Order that QuoteWerks created in Autotask. To enable this receiving feature, check the checkbox "Sync Received Items to Autotask" on the Settings tab of the Autotask setup window. Also on this window, the Purchase Order Integration must be set to Autotask. [Build: 8] | ||
| 153. For Autotask users, new quotes can now be created starting with an Autotask Opportunity. When a new opportunity is created in Autotask or an existing opportunity in Autotask is set to have an opportunity stage of "Create Quote" or other pre-defined stage, the Autotask Opportunity will appear in the QuoteWerks My Summary Dashboard under the Notifications section. From there you can click on the "Create Quote for Autotask Opportunity" link. This will create a new quote in QuoteWerks and populate the SoldTo information with the customer information associated with the opportunity. It will also associate the opportunity with the quote so that when saving the quote this existing opportunity will be updated. This feature was designed so that you can have a person out in the field creating a new Autotask opportunity using Autotask mobile and just enter some basic specifications for the opportunity. Then back in the office, the person assigned to create quotes will automatically be notified that they need to create a quote for this opportunity. The same concept applies even if the opportunity is created using regular Autotask vs Autotask Mobile. From the Notifications section on the Dashboard, you can also click on a link to view the opportunity in Autotask. [Build: 8] | ||
| 154. For ConnectWise users, when creating a new quote from a Notification on your Dashboard, products on the ConnectWise Opportunity will be added to the new quote. This is helpful when using outside solutions like Labtech or JoomConnect that create Opportunities in ConnectWise. [Build: 8] | ||
| 155. For ConnectWise users, Opportunity Notifications can now be triggered by up to three different Opportunity Status values in ConnectWise. [Build: 8] | ||
| 156. For ConnectWise users, you can set the default the Service Board, Status, and Service Type to be used when creating new Service Tickets from QuoteWerks. These defaults are set on the Settings tab of the ConnectWise Setup. [Build: 8] | ||
| 157. For ConnectWise users, you can set defaults for the copying of products and services to new Service Tickets like: "Products and Services", "Each Service", "Services Only", "Products Only", or "<None>" when completing an opportunity as Won in QuoteWerks. This default is set on the Settings tab of the ConnectWise Setup. [Build: 8] | ||
| 158. For ConnectWise users, when completing an opportunity as Won in QuoteWerks, there is now an option to be warned if you did not select any Service Ticket creation option on the Won Opportunity. This default is set on the Settings tab of the ConnectWise Setup. [Build: 8] | ||
| 159. Recurring Groups now support using an APR or Lease Factor to calculate the monthly payment. Defaults settings for this can be set on the Misc tab of the Tools->Options menu. [Build: 8] | ||
| 160. For the Deposit Amount, the "Add up multiple matching line items in the document" calculations now supports up to 5 values. [Build: 8] | ||
| 161. For a Formula field, the "Add up multiple matching line items in the document" calculations now supports up to 5 values. [Build: 8] | ||
| 162. For the Summary Line, you can now specify up to 5 matching values to use when adding up values. [Build: 8] | ||
| 163. The Deposit Amount, Formula, and Summary line "Add up multiple matching line items in the document" feature now supports the Contains and BeginsWith operators. [Build: 8] | ||
| 164. On the Purchase Orders tab of the Purchasing Window, there is now a PO Item right click menu of "Delete...". With this you can delete PO items from manually created Purchase Orders. This feature is primarily used, for example, when you create a manual PO, for a vendor, including two items on it and then find out that the distributor requires that both items cannot be on the same PO. [Build: 8] | ||
| 165. On the Purchase Orders tab of the Purchasing Window, there is now a PO Item right click menu of "Mark ItemReceipt As Exported to Accounting...". If you have already received the item in QuickBooks directly, then choose this option to let QuoteWerks know so that it does not try to Receive against that PO item in QuickBooks when doing the ItemReceipt synchronization. [Build: 8] | ||
| 166. For QuickBooks ItemReceipt users, there is now a feature so that when you first activate this feature, it will prompt you to mark Items Received in QuoteWerks prior to the feature activation as already exported to QuickBooks. This happens when the "Sync Received Items to QuickBooks" option is checked on the QuickBooks setup screen. If it is already checked, then uncheck it, save, then go back into setup and check it and then click [Ok]. [Build: 8] | ||
| 167. When selecting File->Duplicate, the OrderDate column is now cleared if the option "Remove Line Item SONumber, PONumber, and OrderDate" is selected. [Build: 8] | ||
| 168. For API users, added new Application.DoAction actions of "CallMenuProductsLookup", "CallMenuFilePrint", "CallMenuEditPasteSpecial" [Build: 8] | ||
| 169. Added support for <<Totals.&DI_ExtendedList>> macro in the Word merging. [Build: 8] | ||
| 170. Sage 50 US Edition (Peachtree) 2015 is now supported! [Build: 8.06] | ||
| 171. For salesforce.com users, when testing the credentials from the Contacts->Setup Contact Manager window, the success message will now display what salesforce.com instance you are connecting to. For example "na3.salesforce.com". [Build: 8.06] | ||
| 172. ConnectWise 2014.4 is now supported. [Build: 10] | ||
| 173. The Manufacturer Part Number column on the Document Items tab now supports a drop down list of part numbers. When you click on the drop down it will load all the part numbers from the product database that is specified in the vendor column for that line item. If the vendor column is empty, (as it would be for a new line item), then the Product Database selected on the QUICK LOOKUP toolbar will be used. The list will be sorted by Manufacturer Part Number. If you press and hold the SHIFT key while clicking on the drop down list, then only the products that have a Manufacturer Part Number that starts with the value currently in the cell will be displayed. [Build: 10] See a screenshot/video of this feature | ||
| 174. The vendor column on the Document Items tab now has a drop down list that includes all the Product Databases and also all the Vendors from the Utilities->Vendor Maintenance menu. [Build: 10] See a screenshot/video of this feature | ||
| 175. The DocumentItems tab now has a TicketNumber column to associate a ticket number with each line item on the quote. [Build: 10] | ||
| 176. When selecting the File->Duplicate menu, the new TicketNumber column is now cleared if the option "Remove Line Item SONumber, PONumber, OrderDate, and TicketNumber" is selected. [Build: 10] | ||
| 177. There is now a TicketNumber field for the Purchase Order Items. When purchase orders are created from orders, the ticket number in the order line items is copied into the purchase order item ticket number. This ticket number is displayed in the PO item on the Purchasing and Ordered Items tabs of the purchasing window. You can also search by ticket number to find an ordered item, or even to select items that you need to purchase. [Build: 10] | ||
| 178. For ConnectWise users, when QuoteWerks creates ConnectWise service tickets, the service ticket that each line items is assigned to is now saved in the QuoteWerks line item. Later when this line item is used in a Purchase Order, the ticket number pulls through to the purchase order enabling you to know on the Purchasing window the order status of each item on a particular ConnectWise ticket number. You can also search to see all the items related to a ticket number and then order those from the Purchasing tab. [Build: 10] | ||
| 179. For ConnectWise users, on the Purchase Order and Ordered items tabs, you can click on the ConnectWise Ticket number on the Purchase Order item and the Ticket will be opened in ConnectWise. [Build: 10] See a screenshot/video of this feature | ||
| 180. Items received in the QuoteWerks purchasing window can now be posted to the ConnectWise PO that QuoteWerks created. Right click and choose "Post Received Item(s) against ConnectWise PO Item". This will perform the same function in ConnectWise as if you were receiving the items in ConnectWise itself, with the advantage that QuoteWerks will automatically supply all the serial numbers of the received items into the ConnectWise PO Item. [Build: 10] See a screenshot/video of this feature | ||
| 181. Items received in the QuoteWerks purchasing window can now be posted to ANY ConnectWise PO, even ConnectWise POs that QuoteWerks did not create in ConnectWise. Right click and choose "Post Received Item(s) against ConnectWise PO Item". You will be prompted to supply a ConnectWise PO number, then you can choose the PO item to receive against. This will perform the same function in ConnectWise as if you were receiving the items in ConnectWise itself, with the advantage that QuoteWerks will automatically supply all the serial numbers of the received items into the ConnectWise PO Item. [Build: 10] | ||
| 182. For ConnectWise users, under the "Product ID Mapping" under the Products.Mappings tab of the ConnectWise Setup window, added support for the VendorPartNumber field. [Build: 10] | ||
| 183. Added a Free Shipping Minimum feature. This amount is specified under the Utilities->Vendor Maintenance menu. On the Purchasing tab of the Purchasing window, below the grid you will see, for example, "Your Tech Data free shipping minimum is $1,000. You need to add $436.13". [Build: 10] See a screenshot/video of this feature | ||
| 184. For salesforce.com users, on the SoldTo/ShipTo tab there is now a button you can click that will open the selected salesforce.com contact in salesforce.com [Build: 10] | ||
| 185. For salesforce.com users, the Create/Update Opportunity window now has a button you can click that will open the selected salesforce.com opportunity in salesforce.com [Build: 10] | ||
| 186. In the PO Item display on the Purchasing window, there is now an indicator like [2] that shows how many item receipt records have not yet been sent to the Accounting software. [Build: 10] | ||
| 187. In the PO Item display on the Purchasing window, When right clicking on a PO Item, there is now a "Copy Special" menu. This will copy the Manufacturer Part Number and serial numbers for the item into the Windows Clipboard in the following format:
MfgPartNo: F4J91UT456
S/N: 3456346,67767,77687688,5467568,56786579,6896789
[Build: 10] | ||
| 188. In the PO Item display on the Purchasing window, when right clicking on a PO Item, there is now a "E-mail tracking number(s)..." menu. This create an email with the tracking numbers for the PO item. You can then send this when your customer asks for tracking information. [Build: 10] See a screenshot/video of this feature | ||
| 189. The length of the InternalPartNumber field in the product database has been increased from 40 to 255 characters. [Build: 10] | ||
| 190. There is now a LastModifiedBy field on the Advanced tab of the Edit Product window. [Build: 10] | ||
| 191. For API users, the ItemFunctions.FindAndCopyProductIntoSLIBuffer method when searching the QuickBooks product list by ManufacturerPartNumber field, now supports new operators of "Begins with" and "Ends with", in addition to the originally supported "Equal to" and "Contains" operators. [Build: 10] | ||
| 192. For API users, the ItemFunctions.FindAndCopyProductIntoSLIBuffer method when searching the Peachtree product list by ManufacturerPartNumber field, now supports new operators of "Begins with", "Ends with", and "Contains", in addition to the originally supported "Equal to" operator. [Build: 10] | ||
| 193. ConnectWise 2014.5 is now supported! [Build: 10.04] | ||
| 194. For salesforce.com users, you can now create a new salesforce.com Account(Company) record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from salesforce.com. Also, the Company field and Contact field must both be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature.
For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from salesforce.com. Also, the Company field and Contact field must both be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature. [Build: 10.04] | ||
| 195. When using the QuoteWerks contact database, you can now create a new Company/Contact record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from the QuoteWerks contact database. Also, the Company field and Contact field must both be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature. [Build: 10.04] | ||
| 196. Added support the following macros for Word merging <<&DI_&RecurringRevenueWeekly>>, <<&DI_&RecurringRevenueWeeklyWithTax>>, <<&DI_&RecurringRevenueMonthly>>, <<&DI_&RecurringRevenueMonthlyWithTax>>, <<&DI_&RecurringRevenueQuarterly>>, <<&DI_&RecurringRevenueQuarterlyWithTax>>, <<&DI_&RecurringRevenueAnnual>>, <<&DI_&RecurringRevenueAnnualWithTax>>, <<&DI_&RecurringRevenueWithTax>>, <<&DI_&QtyGroupMemberTotal_Actual>>, <<&DI_&QTYTOTAL_ACTUAL>>, and <<&DI_&QTYGROUPMULTIPLIER_ACTUAL>>. [Build: 10.04] | ||
| 197. All macros beginning with "&DI_" used on the QuoteWerks Print Layouts are now available for Word merging. [Build: 10.04] | ||
| 198. Added support for Mobile number fields on the Soldto/ShipTo tab. There are now SoldToMobile, ShipToMobile, and BillToMobile fields. Along with this we added misc Access rights "CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToMobile", "CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToMobile", "CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToMobile". Also the macro fields &DH_SoldToMobile,&DH_ShipToMobile, and &DH_BillToMobile are now available. [Build: 10.04] | ||
| 199. For Act! users, when selecting an Act! contact the mobile number is now retrieved into the quote. [Build: 10.04] | ||
| 200. For Act! for Web users, when selecting an Act! for Web contact the mobile number is now retrieved into the quote. [Build: 10.04] | ||
| 201. For Outlook and Outlook BCM users, when selecting a Outlook contact the mobile number is now retrieved into the quote. [Build: 10.04] | ||
| 202. For QuickBooks 2013 (and higher) users, when selecting a QuickBooks contact the mobile number is now retrieved into the quote. [Build: 10.04] | ||
| 203. For salesforce.com users, when selecting a salesforce.com contact the mobile number is now retrieved into the quote. [Build: 10.04] | ||
| 204. For Microsoft Dynamics CRM users, when selecting a MS CRM contact the mobile number is now retrieved into the quote. [Build: 10.04] | ||
| 205. For Autotask users, when selecting an Autotask contact the mobile number is now retrieved into the quote. [Build: 10.04] | ||
| 206. For SugarCRM users, when selecting a SugarCRM contact the mobile number is now retrieved into the quote. [Build: 10.04] | ||
| 207. For GoogleContacts users, when selecting a GoogleContacts contact the mobile number is now retrieved into the quote. [Build: 10.04] | ||
| 208. For SalesLogix users, when selecting a SalesLogix contact the mobile number is now retrieved into the quote. [Build: 10.04] | ||
| 209. When using the QuoteWerks contact database, when selecting a contact the mobile number is now retrieved into the quote. [Build: 10.04] | ||
| 210. When creating a contact in salesforce.com new mobile number is supplied. [Build: 10.04] | ||
| 211. When creating a contact in ConnectWise the new mobile number field is supplied. [Build: 10.04] | ||
| 212. When submitting an electronic order, the ShipTo information entered into the online order will now be saved in the QuoteWerks PO. [Build: 10.04] | ||
| 213. When submitting an electronic order and then creating a PO in Autotask, the ShipTo information entered into the online order will be included in the Autotask Purchase Order. [Build: 10.04] | ||
| 214. For SugarCRM users, every time you saved an opportunity, the DateClosed was subtracted by one day. [Build: 10.04] | ||
| 215. Tech Data Netherlands Real-time Pricing & Availability is now supported! [Build: 10.06] | ||
| 216. For ConnectWise users, when selecting a ConnectWise contact the mobile number is now retrieved into the quote. [Build: 10.06] | ||
| 217. For Goldmine users, looking up secondary contacts on the Contact Search window is now much faster. [Build: 10.18] | ||
| 218. For Autotask users, added &AlternateTotalCost, &AlternateTotalList, AlternateGrandTotal, and AlternateSubTotal as additional options for Autotask Opportunity Advanced Field mappings. [Build: 10.21] | ||
| 219. Act! version 17 is now supported! [Build: 10.22] | ||
| 220. ConnectWise 2014.6 is now supported! [Build: 10.22] | ||
| Misc Features - Version 4.9 | ||
| 1. For MS CRM 5.0 users, the "CRM Live (Passport/Office 365)" authentication method is the only method that now works with MS CRM 5.0, so all other methods are now disabled for MS CRM 5.0. [Build: 1] | ||
| 2. The Select Contact Window has been resized to be larger and has a newer look for most contact manager integrations. [Build: 1] | ||
| 3. For Product Content Subscribers (powered by Etilize) in Australia, there is now an Australia drop-down selection in the Country Selection of the Product Content Subscription setup. [Build: 1] | ||
| 4. The Etilize tab on the Real-time Setup window has been renamed to "Content Subscription". [Build: 1] | ||
| 5. When first starting QuoteWerks and the Login Window is displayed, it now appears in the Windows Tray. [Build: 1] | ||
| 6. when installing new builds and data conversion is required, the database query timeout was increased from 30 to 240 seconds to allow large databases more time to process the data conversion queries. [Build: 1] | ||
| 7. Removed the DocumentHeaders.CreditCardNumber, DocumentHeaders.CreditCardExp, DocumentHeaders.CreditCardName, DocumentHeaders.CreditCardBilling fields from QuoteWerks. They were never in use. [Build: 1] | ||
| 8. For QuoteValet users, you can no longer upload a document to QuoteValet unless an email address is setup for the document's SalesRep. The e-mail address can be specified on the E-Mail tab under the Tools->My Preferences menu. [Build: 1] | ||
| 9. For QuoteValet users, when first uploading a quote for peer review or approval, when viewed from the QuoteValet Dashboard Inbox tab the Delivered on text would say 'Delivered December 30, 1899'. This was because it was not delivered to the customer yet. Now it will say "Peer Review Requested", "Approval Requested", and "Delivered" respectively with the appropriate date. [Build: 1] | ||
| 10. For QuoteValet users, when starting with an Order and uploading QuoteValet, internally the "UploadedForCustomerAcceptance" date is now being set which allows for the [View Customer Facing page] button on the QuoteValet tab of the WorkBook to be enabled. [Build: 1] | ||
| 11. For QuoteValet users, on the Inbox tab of the QuoteValet Dashboard, the count of inbox items will now show how many total notifications there are, for example, "51 notifications (Only the first 51 of 505 have been loaded.)". [Build: 1] | ||
| 12. Increased the FulfillmentItems.VendorLineStatus and FulfillmentItems.LineStatus field lengths from 20 to 30 to accommodate larger status values returned from the distributors. [Build: 1] | ||
| 13. To accommodate the new Redo feature, the CTRL-Y keyboard shortcut that used to be assigned to the Edit->Clear Line menu is now used for the Redo feature and CTRL-K keyboard shortcut is now assigned to the Edit->Clear Line menu. [Build: 1] | ||
| 14. Fixed tab order on Open Document window. [Build: 1] | ||
| 15. For Etilize users, Etilize has changed their web service URLs which requires an update in QuoteWerks as the old urls will no longer work as of October 24th, 2013. [Build: 1.01] | ||
| 16. For Ingram Micro online ordering users, when placing orders using a Flooring Account, the initial order status request will come back with an error that the PO is not found. For the Ingram Micro issue, what is happening is that you receive that error that the PO number for the order you just placed cannot be found because a Flooring account was specified in the order. Behind the scenes at Ingram Micro, for Orders with Flooring Accounts, the order gets moved to a billing table which is why it is not found when requested. Later when it has been billed, it will be moved to the history table and will then be accessible again. A change was made to supply the Flooring account number with the OrderStatus request so that the PO will be found. This will circumvent the error on the initial ordering. The error may still be received on subsequent PO OrderStatus requests until the order has moved to the history table. [Build: 1.02] | ||
| 17. The DecimalCharacter and ThousandsSeparator are now saved into the site.ini, so QuoteValet will have access to them. [Build: 1.07] | ||
| 18. For Peachtree users, with large amounts of data like over 10,000 customers and items, made some improvements to memory management for these large files. [Build: 1.07] | ||
| 19. The QuoteValet Dashboard is now on a combined window with the new 'My Summary' Dashboard. Each dashboard is on its own tab within the same window. [Build: 1.14] | ||
| 20. For ConnectWise users, on the ConnectWise Setup window, renamed the Purchase Order tab to Settings. [Build: 1.14] | ||
| 21. For Peachtree 2011 users and higher, some item related operations are now faster. [Build: 1.14] | ||
| 22. Added Technical Support debug command for Outlook version and bitness checking. [Build: 1.17] | ||
| 23. The main toolbar Dashboard and QuoteValet toolbar buttons now remain enabled when all documents are closed. [Build: 1.17] | ||
| 24. The File->Print menu was renamed to File->Print/E-mail/Deliver. [Build: 1.17] | ||
| 25. The "Print" toolbar button on the main toolbar has been renamed to "Deliver". [Build: 1.17] | ||
| 26. Removed Maximize button from the Open Document, Product Lookup [Build: 1.17] | ||
| 27. 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. [Build: 1.17] | ||
| 28. When placing online orders most of the distributors only support a 12 char phone number like "407-248-1481". If phone numbers are formatted like "(407) 248-1481" then the number would get truncated, so now the phone number is stripped of punctuation and reformatted to retain as much of the number as possible. [Build: 2] | ||
| 29. Google Checkout was "retired" by Google by November 20th, 2013, so it is no longer supported by QuoteValet. Learn more at https://support.google.com/checkout/sell/answer/3080449 [Build: 2] | ||
| 30. For ConnectWise users, when creating a Purchase Order, the integration now checks to see if the default business unit and default location have been specified. [Build: 2] | ||
| 31. Changed the Print/Deliver icon on the main toolbar. [Build: 2] | ||
| 32. For Goldmine users, the speed of loading the Create/Update forecast window has been dramatically improved. [Build: 4] | ||
| 33. The Active Quotes Panel now limits the results to only the first 20 active quotes. [Build: 4] | ||
| 34. Added new default QuoteWerks ItemTypes of "Labor" and "ManagedService" for new installations. [Build: 4] | ||
| 35. On the Purchasing tab of the Purchasing window, the 'select vendor" and "select Customer" lists are now automatically re-generated as you change any of the filtering criteria. With this, you can choose a vendor like Tech Data and then instantly see which customers you need to order Tech Data items for. Similarly, when you choose a customer, you can see all the vendors that you need to order the items from for that customer.
[Build: 4] | ||
| 36. For Tech Data USA customers using the Product Content Subscription, if Etilize returns a Tech Data part number that begins with a 7, it will no longer be selected by default. Tech Data USA part numbers that start with a "7" are kitted versions of a different part number. [Build: 7] | ||
| 37. On the Purchasing window, when using the Etilize panel to change the vendor that you will purchase the item from, after updating the item with the new vendor, the Etilize panel no longer tries to reload all the pricing again, resulting in a speed increase. [Build: 7] | ||
| 38. For salesforce.com users, if the test login fails, you are now prompted with a "Trouble logging into salesforce.com" dialog. [Build: 7] | ||
| 39. For salesforce.com users, searching large PriceBooks from within QuoteWerks is significantly faster. [Build: 7] | ||
| 40. Activated beta testing support for ConnectWise 2014.4 [Build: 7] | ||
| 41. Activated beta testing support for Peachtree 2015 [Build: 7] | ||
| 42. Updated ScanSource real-time pricing & availability URL. [Build: 7] | ||
| 43. For Product Content Subscribers, when a result was found from the PartLocator or the Consumer Prices only (not via Etilize), there would be a blank line in the vendor list. [Build: 7] | ||
| 44. For QuoteValet users, the warning message about a subscription expiring soon will now only display once per session. [Build: 8] | ||
| 45. For salesforce.com users, on the Save window, unchecking the "Create or Update Opportunity" or "Create or Update Closed Won Opportunity" will now uncheck the "Create or Update document Attachment" checkbox since document attachments are only attached to the sales opportunity in salesforce.com. [Build: 8] | ||
| 46. For QuickBooks users, when encountering issues with exporting Item Receipts to QuickBooks, more detailed debug information is now displayed to assist in determining the cause. [Build: 8] | ||
| 47. On the Purchase Orders tab, there is now an AccountingAppRef column which will display QB, PT, CW, or AT if the PO was exported to QuickBooks, Peachtree, ConnectWise, or Autotask respectively. [Build: 10] | ||
| 48. Activated beta testing support for ConnectWise 2014.5 beta. [Build: 10] | ||
| 49. For ConnectWise users, when saving a quote that had an existing dtf file attachment in ConnectWise, if it was linked to a ConnectWise Opportunity and the Opportunity could not be found, you would receive a blank reason why the Attachment could not be updated in ConnectWise. [Build: 10.06] | ||
| 50. Support for the outdated QuickBooks Export/Import IIF integration method has been removed. This was used with versions of QuickBooks older than 2002. [Build: 10.18] | ||
| 51. Activated beta testing support for ConnectWise 2014.6 beta. [Build: 10.18] | ||
| 52. The sunsetted Winfax integration was removed. [Build: 10.18] | ||
| 53. For QuickBooks users, beta support is activated for version 2015. [Build: 10.22] | ||
| Fixes - Version 4.9 | ||
| 1. 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. [Build: 1] | ||
| 2. For Product Content Subscribers (powered by Etilize), the default vendor would not be selected after loading non-Etilize Vendors. [Build: 1] | ||
| 3. For Product Content Subscribers (powered by Etilize) in Australia, the Ingram Micro Australia would not always be displayed via the PartLocator. [Build: 1] | ||
| 4. 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. [Build: 1] | ||
| 5. For Ingram Micro Australia users, in certain cases the PartLocator was not finding the Ingram Micro Australia part number. [Build: 1] | ||
| 6. On the Activity Notifications tab of the QuoteValet setup, if you selected "2) Where document is owned by User or user within a Group" before the "activity type" drop down box had a selection would receive an error "method 'ItemData' of object '_DComboBox' failed". [Build: 1] | ||
| 7. For QuoteValet users, when starting with an Order and uploading QuoteValet, on the QuoteValet Dashboard Inbox tab, it would say the order was 'Delivered December 30, 1899'. The fix was posted to quotevalet.com on July 26, 2013. If the customer has not paid for the order yet, you can re-upload the order to QuoteValet and the date will be properly updated. [Build: 1] | ||
| 8. For QuoteValet users, in the document activity history, on the QuoteValet dashboard, the "Time Elapsed" row would not display if the time lapse was between the first and second row of activity. [Build: 1] | ||
| 9. Under Tools->Options, on the Documents tab, if you put your cursor in CustomText11 or CustomText12, and press the F2 key, it displays the F2 Lookup for the CustomText10 field. [Build: 1] | ||
| 10. For ConnectWise users, when converting a QuoteWerks Quote to Order/Invoice the dtf attachments on the corresponding opportunity would not be updated. [Build: 1] | ||
| 11. For ConnectWise users, when creating/updating an opportunity in ConnectWise the Company address for the opportunity would always be set to the Company's "Default" address regardless of which address had been originally chosen when setting the QuoteWerks SoldTo contact information. [Build: 1] | ||
| 12. For API users, when using Application.ItemFunctions.LineItemSetValue for cQtyBase, if the line item was a group header line, the individual bundle line group multiplier quantities were not getting set. [Build: 1] | ||
| 13. For ConnectWise users, when pulling in Company->TaxRate via the DataLink the value is now sourced from the tax rate associated with the user-selected Site address. Prior to this the tax rate was sourced from the default territory set on the company record. [Build: 1] | ||
| 14. For SYNNEX online ordering, the Billing Account Number override was not getting sent in the SYNNEX online order. [Build: 1] | ||
| 15. For BlueStar real-time users, the pricing and availability request was not working. [Build: 1.01] | ||
| 16. On the Templates tab of the QuoteValet Setup window, if you selected a template type would receive "Error loading QuoteValet templates". [Build: 1.03] | ||
| 17. For ConnectWise users running a version lower than 2013.1, when creating products in ConnectWise, would receive error that the manufacturer must exist if you supply the manufacturer with the product creation. [Build: 1.03] | ||
| 18. For ConnectWise users, running versions earlier than 2013.1, would receive error 13 type mismatch when creating/updating the ConnectWise Opportunity while adding the products to the opportunity. [Build: 1.05] | ||
| 19. When choosing the right click menu option "Manually Update with PO Number" on the Purchasing window would receive error "run-time error '438'". [Build: 1.05] | ||
| 20. For QuickBooks users, when exporting QuoteValet payments to QuickBooks, the "Map Payment Method Deposit Account" mapping was being ignored and was instead always using the default. [Build: 1.05] | ||
| 21. On the Open Document window, the [Reset] button was not clearing the item search field or item search value. Also DocumentDate range and Expires date range was not getting reset. [Build: 1.07] | ||
| 22. For QuoteValet users, that setup the new Google Contacts CRM integration, would receive error "Error updating installation site info. '>' is an unexpected token. The expected token is '='. Line 372, position 35." when communicating with QuoteValet. [Build: 1.07] | ||
| 23. For ConnectWise users, when selecting a contact for the quote, in some cases would receive error "run time error 91 object variable not set". This would happen when the contact in ConnectWise had a primary address set for it that is invalid/corrupt. [Build: 1.14] | ||
| 24. 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". [Build: 1.14] | ||
| 25. For ConnectWise users, would receive error "overflow" when saving an opportunity. Had to do with company address record id being larger than 32,000. [Build: 1.14] | ||
| 26. For salesforce.com users that have enabled State and Country Picklists, when searching for an account or contact, QuoteWerks was returning a "Fault Code (1218). No such column 'mailingCountryCode' on entity 'contact'." or similar message depending on the field and table requested from salesforce.com. In some cases, an error 457 would be returned. [Build: 1.14] | ||
| 27. 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. [Build: 1.17] | ||
| 28. The web browser "quotewerks:" protocol handler was not recognizing the CustomText21-CustomText24 fields. [Build: 1.17] | ||
| 29. For Etilize users, when right clicking on an item in the product lookup and choosing 'Copy" would receive error "Provider Error (10) at least 1 'Vendor' node must me in the XML request" when there were no realtime credentials entered for any of the realtime vendors that QuoteWerks supports. [Build: 1.17] | ||
| 30. The following fields were not available for word merging and cover pages &DH_&AlternateCommissionAmount, &DH_AlternateGSTTax, &DH_&AlternateProfitAmount", &DH_&AlternateTotalCost, &DH_&AlternateTotalList, &DH_AlternateShippingAmount. [Build: 1.17] | ||
| 31. The View->Associated documents and View->Document Revisions menus simply display different tabs on the same window. If one of these menus was hidden, the corresponding tab on the window would not be hidden. [Build: 1.17] | ||
| 32. For MS CRM Users, when attaching a document to the Opportunity Record, would receive a "Error: 'Value cannot be null. Parameter name g'" if the document in Quotewerks was not associated with an MS Dynamics CRM Opportunity. [Build: 1.17] | ||
| 33. For MS CRM Users, when converting a Quote to an Order or Invoice, the corresponding Quote and Opportunity in MS CRM were not reflecting the document number change unless a the document was resaved in QuoteWerks. [Build: 1.17] | ||
| 34. For MS CRM Users, when renaming a document in QuoteWerks, the corresponding Quote and Opportunity in MS CRM were not reflecting the document name change unless a the document was resaved in QuoteWerks. [Build: 1.17] | ||
| 35. For QuoteWerks users that have a real-time module, but do not have the Product Content Subscription, the Region and Extended Sources on the Product Content Subscription tab are now disabled. [Build: 1.17] | ||
| 36. On certain windows when clicking on a minimized window in the Windows tray would receive error 380 invalid property value. [Build: 1.17] | ||
| 37. When using the Edit->Apply Quantity menu when selecting multiple line items and using the "*4" syntax to multiply the selected quantities by 4, it would not multiply correctly. [Build: 2] | ||
| 38. For SYNNEX users, when obtaining order status would receive error "SYNNEX Order Status Query Error Code='invoiced'" [Build: 2] | ||
| 39. The Tech Data SAP quote retrieval was not working in certain cases. [Build: 2] | ||
| 40. For Autotask users, when the manufacturer part number was blank for an item, the default part number for blank manufacturer part numbers was not being used. [Build: 2.02] | ||
| 41. For ConnectWise users, if the "Add Shipping as a Product (under the opportunity Products tab)" option was set and a field other than the ManufacturerPartNumber was mapped to the Product ID, the shipping item would not be created. [Build: 2.02] | ||
| 42. The [Test] button for the D&H real-time setup would report an error even when the test was successful. [Build: 4] | ||
| 43. For ConnectWise Users, the TaxCode set on the shipping line item created in ConnectWise Opportunity would not be set correctly if using the Canadian Tax system. [Build: 4] | ||
| 44. For QuickBooks users, when using the Purchasing window to export Purchase orders to QuickBooks, QuoteWerks would keep the connection to QuickBooks open after the Purchasing window was closed which would prevent the QuickBooks user from closing QuickBooks until QuoteWerks was closed. [Build: 4] | ||
| 45. For ConnectWise Users, when creating products in ConnectWise an empty error could be displayed if various QuoteWerks->ConnectWise mappings were not in place. [Build: 4] | ||
| 46. For ConnectWise users, When creating service tickets, when you had an item that was a service item that was also a service forecast, there was not an option to create a service ticket for it. [Build: 4] | ||
| 47. Error about SQL "incorrect syntax" when deleting an approval profile. [Build: 4] | ||
| 48. For ConnectWise users, would receive error "overflow" when saving an opportunity. Had to do with opportunity forecast record id being larger than 32,000. [Build: 4] | ||
| 49. Would receive error "No value given for one or more required parameters" when clicking on the Receive hyperlink on the Purchasing window, this was introduced in 4.9 Build 2.02. [Build: 4] | ||
| 50. The macro "&DH_DepositAmount" macro was not formatted as currency. [Build: 4] | ||
| 51. On the Ingram Micro tab of the Real-time Setup window, the [Test] button now works for Ingram Micro Belgium. [Build: 4] | ||
| 52. For Autotask users, when searching for Contacts, Products, Services, or Labor, and your search value contained '&', '<', or '>', no results would be returned. [Build: 4] | ||
| 53. When using Paste Special with HTML formatted data that contained unpaired double-quotation marks, the wizard would not correctly determine the start and end of rows. This would happen most often with quote information copied from the Dell website, Dell emails, or copying from Excel. [Build: 4] | ||
| 54. For QuoteValet and product Content users, if Etilize picture file names contained non-standard characters, the picture would be displayed but would not be uploaded to QuoteValet. [Build: 4] | ||
| 55. For Windows 8 and Google Chrome Users, when launching the QuoteValet Preview a 0.0.0.0 tab would be also be launched. [Build: 4] | ||
| 56. For ConnectWise users, in 2013.4 and 2014.1 when creating/updating a ConnectWise Opportunity, product forecast lines were getting created that should not be created with the new ConnectWise functionality introduced in 2013.4 where product items are now created directly on the "Forecast" tab of the opportunity and no longer in a separate "Products" tab. [Build: 4] | ||
| 57. For QuoteValet users, starting January 1st, 2014, QuoteValet.com was updated and required this corresponding update to QuoteWerks . Without it, when attempting to configure QuoteValet Payment Processor details the configuration fields displayed did not correspond to the payment processor selected.
[Build: 4] | ||
| 58. For ConnectWise users, when attempting to update an existing activity the user was instead prompted to create a new activity.
[Build: 4] | ||
| 59. For QuoteValet users, on the Payments tab of the QuoteValet Dashboard, the chronological sorting of the payments did not take into account the AM or PM of the time portion.
[Build: 4] | ||
| 60. For ConnectWise users, when creating/Updating an opportunity in ConnectWise, if the same ConnectWise user was chosen for both 'Sales Rep' and 'Int. Sales Rep' ConnectWise would throw an exception when attempting to save the opportunity details in ConnectWise since ConnectWise does not allow this. The QuoteWerks UI has been updated to prevent selecting the same user for both fields.
[Build: 4] | ||
| 61. For ConnectWise users, when saving as next revision, if new items had been added to the quote prior to starting the 'Save as Next Revision' processes those items would not be reflected in the associated ConnectWise Opportunity forecast / product details until a subsequent manual re-save of the quote was performed. [Build: 4] | ||
| 62. For ConnectWise users, when pulling contact information into the BillTo or ShipTo fields, the ConnectWise PrimaryAddress/Site would incorrectly be set for the SoldTo contact in the quote. This should only be set when pulling in the SoldTo contact Information. [Build: 4] | ||
| 63. In the E-Mail Template Manager window, when cloning a Snippet, it would actually clone the html from the currently selected template on the Templates tab. [Build: 4] | ||
| 64. If you had the option set for "Keep the same numeric sequence and change document type designator", and when the document was a quote you manually changed/set the DocNo to something that did not follow the AAA+Q+1001 type format, then you would be prompted two times to manually set the DocNo for the resulting Order when converting the Quote to an Order. [Build: 4] | ||
| 65. On the QuoteWerks "My Summary" dashboard there would be a display issue if the QuoteWerks installation path contained an apostrophe "'". [Build: 4] | ||
| 66. If the DataLink has been setup for a CRM, and then the CRM is set to use QuoteWerks instead, when the CRM DataLink field was not found in the QuoteWerks contact database, an error would occur. [Build: 4] | ||
| 67. For SugarCRM users, the expected close date on an opportunity would sometimes display 12/30/1899. [Build: 4] | ||
| 68. For ConnectWise users, on the Create/Update ConnectWise Opportunity screen, when changing the sales rep selection would receive an error. [Build: 4] | ||
| 69. For ConnectWise users, in some cases when there are over 100 products on the quote, ConnectWise would timeout while running the query request. [Build: 7] | ||
| 70. For Product Content Subscribers in Australia, the "Limit Results to My Distributors" was available but should not have been. [Build: 7] | ||
| 71. For Tech Data USA customers using the Product Content Subscription, if a Product had a Promo Price, the expiration date of the promotion was not being displayed. [Build: 7] | ||
| 72. Fixed the tab order of the fields on the Custom tab of the Quote WorkBook. [Build: 7] | ||
| 73. For Product Content Subscribers, some characters in the descriptions returned by Etilize would appear in QuoteWerks improperly. [Build: 7] | ||
| 74. For Google Contact users, some characters returned by Google Contacts would appear in QuoteWerks improperly. [Build: 7] | ||
| 75. For ConnectWise users, when QuoteWerks creates manual POs in ConnectWise as part of the QuoteWerks ConnectWise PO Integration you will be prompted to select the Ship To Warehouse (defaulted according to the corresponding ConnectWise Setup Table). If only one warehouse is available then it will be selected silently and no prompt will occur. [Build: 7] | ||
| 76. When clicking on the tracking number on the Purchase Orders tab of the Purchasing window, would receive an error about the shipping carrier not being recognized. [Build: 7] | ||
| 77. On the Purchase Orders tab of the Purchasing window, when right clicking and choosing "Close PO", the date specified would not be correctly set if the user's regional date format was not USA. [Build: 7] | ||
| 78. When using the quotewerks://newfromtemplate protocol handler, when setting the SoldToPriceProfile, the document items were not getting refreshed based on the new SoldToPriceProfile. [Build: 7] | ||
| 79. For ConnectWise users, when only a single order document was open and the Purchasing window was opened, closing the single document, and then a ConnectWise PO was created, would receive error about GetActiveSheet and invalid property. [Build: 7] | ||
| 80. When doing a Print->Email or Print-Save-as PDF for a PO document, the PO DocumentAttachment file macro located on the Misc tab of the Tools->Options menu was not being used. Also file generation like "PO_FLAO2111A_{NO FILTER}.pdf" will now be "PO_FLAO2111A_AllVendors.pdf" when generating a po that contains the items from all vendors. [Build: 7] | ||
| 81. On Ingram Micro online ordering when prompted to backorder an item or remove it from the order, it would always remove it from the order. [Build: 7] | ||
| 82. On the QuoteValet Dashboard, on the Inbox tab, the last selected user was not being remembered. [Build: 7] | ||
| 83. Issue with converting items to a group where the group members were not flagged as group members. [Build: 7.01] | ||
| 84. For Autotask users, fields that were not updatable by the Autotask API would be cleared when QuoteWerks updated an Autotask Opportunity. [Build: 8] | ||
| 85. For ConnectWise users, when updating a ConnectWise opportunity that had more than 50 line items in it that had more than one line item with the same ConnectWise ProductID would receive error 457. [Build: 8] | ||
| 86. SugarCRM 7.0 and 7.1 Enterprise Revenue Line Item amount was getting updated with UnitPrice instead of ExtendedPrice. [Build: 8] | ||
| 87. In a Grouped Bundle, the line item tax amount displayed was not correct if a group member had a quantity greater than 1. If the documents sales tax rate was changed, the line item tax amount displayed was not correct. If the group quantity was greater than 1, the recurring revenue tax was not updated to reflect the increased quantity. [Build: 8] | ||
| 88. If you approved a document manually through the QuoteWerks File->Approve menu, and then it was uploaded to QuoteValet, the next time the quote was opened, receiving updates from QuoteValet, the approval would be cleared. [Build: 8] | ||
| 89. For salesforce.com users, the CRMOppHeader_CreateUpdate DataLink was not working. [Build: 8] | ||
| 90. For API users, the Application.ItemFunctions.LineItemSetValue was not setting values that could not be set by users through the user interface. [Build: 8.01] | ||
| 91. When unlocking a locked document, the field level security would not be re-applied. [Build: 8.06] | ||
| 92. For salesforce.com users, when testing the credentials from the Contacts->Setup Contact Manager window, the 'Enable SandBox mode' setting was not being applied when testing the credentials. It was applied in all other areas of the integration. [Build: 8.06] | ||
| 93. 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. [Build: 8.06] | ||
| 94. 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. [Build: 8.06] | ||
| 95. For Product Content Subscribers, some Etilize items do not have a thumbnail size image available which would result in no picture being displayed in the quote. Now, if there is no thumbnail size (300 pixel), a lower resolution 75 pixel image will be used. [Build: 8.07] | ||
| 96. "Error in RecordsetSetDateValue for the field 'ExportedToAccountingOn'" when using the feature to "mark Items Received in QuoteWerks prior to the feature activation". [Build: 8.07] | ||
| 97. When a user had the Misc Access Right of "CannotViewOthersDocuments", in a certain scenerios, other's documents could be seen in the results grid list in the Open Document window. Even though they appeared in the results grid, the quotes correctly could not be opened. [Build: 8.07] | ||
| 98. For ACT! users, when saving a linked document would receive debug message input box "change regarding". This was introduced in build 8.06. [Build: 8.07] | ||
| 99. When removing a QuoteWerks Azure Native product data source, would receive error when the Azure server was not available. [Build: 8.07] | ||
| 100. On the Open Document window, when selecting multiple documents and clicking on the [Delete] button, the documents were not being deleted from QuoteValet, including QuoteValet Mobile and QuoteValet OrderForm Templates. [Build: 8.07] | ||
| 101. Increased DataSources.UserPassword field length to 100 chars. Some longer passwords would get truncated. [Build: 10] | ||
| 102. For ConnectWise users, Bundles added to a ConnectWise opportunity would not be set taxable under any circumstance. Now, bundles will be set taxable if at least one bundle member is set taxable in QuoteWerks. [Build: 10] | ||
| 103. For ConnectWise users, when QuoteWerks grouped bundles were added to an opportunity, the quantities set for the individual bundle components were not being calculated correctly. This is now resolved and follows ConnectWise convention. [Build: 10] | ||
| 104. When Word merging, some macros would not be replaced when the macro was inside a nested Word art section. [Build: 10] | ||
| 105. When choosing the Lease Factor option on a recurring group, the UnitCost column on the group header line was zeroing out. [Build: 10] | ||
| 106. When requesting shipping rates, the FedEx Ground option was not being displayed. [Build: 10] | ||
| 107. For salesforce.com users, if the Opportunity Products feature was not enabled the sf.com productCode field data would be empty in the product lookup window. [Build: 10] | ||
| 108. When Word merging certain documents, merging would pause until Word was closed. Issue introduced in Build 10.00. [Build: 10.01] | ||
| 109. For Google contacts users, when testing the credentials, if there was a credentials error, then no message would be displayed. [Build: 10.02] | ||
| 110. On the Ordered Items tab of the Purchasing window, the "PO RefID" display field was always displaying "test ref id". [Build: 10.02] | ||
| 111. If no Product Data Sources are defined then would receive runtime error 9 when starting QuoteWerks. Issue introduced in Build 10.00. [Build: 10.02] | ||
| 112. For ConnectWise users, when creating one-off tickets the default service board was not being set. [Build: 10.04] | ||
| 113. For ConnectWise Users, when setting Service Ticket Defaults in the ConnectWise Setup, the settings would be ignored on Service Tickets created when winning the Opportunity. [Build: 10.04] | ||
| 114. For Autotask users, the Total Price and Total Cost By Item Type would always return 0 when writing to the Autotask Opportunity Advanced Fields. [Build: 10.04] | ||
| 115. After a new Company record was created in the CRM software using the information in the Soldto fields, the button to create a company record in the CRM was disabled for the ShipTo and BillTo fields. [Build: 10.04] | ||
| 116. On the Save as PDF window the recent folders list could have duplicate entries. [Build: 10.04] | ||
| 117. For Autotask users, when updating an existing Autotask Opportunity and the Rating field was blank an error would occur and the opportunity would not be updated. Autotask does not require the Rating value on creation, but it is required on the update via the API. [Build: 10.04] | ||
| 118. For ConnectWise users, when using the "Post Received Item(s) against ConnectWise PO Item" would receive error "Error, non-xml response requesting ConnectWise PONumber." [Build: 10.04] | ||
| 119. For ConnectWise users, the Detail Descriptions and Internal Analysis notes entered on the Create ConnectWise Service Ticket window, would be written to ConnectWise as the Customer you are quoting and not the currently logged in ConnectWise user. [Build: 10.06] | ||
| 120. Macros for Document Item Text fields (Like &DI_Description) for Heading and Comment line types would display blank values when performing a Word merge. Issue introduced in build 10.04. [Build: 10.09] | ||
| 121. For GoldMine users, would receive error about locating GoldMine opportunity referencing a "SeekKey" ending in "OZL". [Build: 10.09] | ||
| 122. 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. [Build: 10.18] | ||
| 123. For ConnectWise 2014.5 users, attachments uploaded to the ConnectWise opportunity would not be accessible. QuoteWerks has been using a proprietary ConnectWise API to upload files to ConnectWise all through ConnectWise versions 2010,2011,2013,2013, and 2014.4. Something changed in ConnectWise 2014.5 preventing this from continuing to work. This was the last set of functionality in the QuoteWerks integration to ConnectWise using the ConnectWise proprietary API. This functionality has now been re-written to use the ConnectWise public API for uploading file attachments. The public ConnectWise API does not support the ability to set the DocumentTitle for the attachment, so the DocumentTitle will be the same as the file name. Also, when using the ConnectWise public API, the username for the attachment will always be "zzAdmin". [Build: 10.18] | ||
| 124. For GoldMine users, would receive error about locating GoldMine opportunity referencing a RecType of "OX" [Build: 10.18] | ||
| 125. Addressed error "Error processing resource 'http://www.w3.org/TR/html4/loose.dtd'" occurring when QuoteWerks checks for messages from Aspire. [Build: 10.18] | ||
| 126. In installations with, for example, with 3000 vendors, a delay of around 30 seconds would be added when starting QuoteWerks and when opening a quote or starting a new quote. This issue was introduced in build 10.00 and was a result of the new feature to have a drop down list of vendors in the Document Items tab. [Build: 10.18] | ||
| 127. For ConnectWise on-premise installations, attachments uploaded to the ConnectWise opportunity would not be accessible. This was a result of the implementation of the ConnectWise public API changes released in v4.9 Build 10.17. [Build: 10.21] | ||
| 128. For Autotask users, when clicking on the "View Opportunity in Autotask" button on the Create Opportunity Window, an error would occur and the Autotask Opportunity would not open in the default browser. [Build: 10.21] | ||
| 129. For Goldmine users, "unknown rectype (OZ)" error when saving opportunity. [Build: 10.21] | ||
| 130. For ConnectWise users, under the Contact Manager tab of the Tools->My Preferences menu, clicking on the [Test] button would cause error 428. [Build: 10.22] | ||
| 131. For ConnectWise users, when adding an attachment on the Create/Update ConnectWise Opportunity window, an error would be returned and the attachment would not be added to the ConnectWise Opportunity. This was a result of the implementation of the ConnectWise public API changes released in v4.9 Build 10.17. [Build: 10.22] | ||
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