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Version: Build


Version 3.0 Build 28 Summary
46 New, 13 Fixes, and 17 Miscellaneous features Released on 02/25/2003

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New Features - Build 28
 1. The ini key used to determine whether or not to assign the currently logged in GoldMine user as the linked document owner has been added to the GoldMine integration setup window, so you no longer have to directly edit the ini file.

 2. New integration with WinFax faxing software! There is now a WinFax button on the File|Print window. When you click it, the document will be printed using the installed WinFax printer driver (if you have WinFax installed), and the fax number from the Sold to information will be used. You will have the opportunity to change this fax number however. You can enable this new feature under the Tools|My Preferences menu. Using this WinFax feature, when the fax is sent, it can automatically include any pdf formatted spec sheets and/or literature pages that are associated with the quote.

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 3. You can now double-click on a literature document listed on the literature tab of the File|Print window to open it.

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 4. IMPORTANT - For GoldMine users. Added more options for controlling what information is saved into the notes field of a forecasted sale or completed sale that is created by QuoteWerks. After installing update, select the Contacts|Setup Contact Manager and choose the new [Setup forecasted sale and completed sale notes] button to confirm that the settings are correct for your needs. The update does attempt to convert your previous settings as best as it can to the new settings. You can now specify if the notes field of a forecasted sale or completed sale should be a) always overwritten by QuoteWerks, b) overwritten only if the notes are empty, or c) never overwritten by QuoteWerks. Another change is that when converting to an order or lost sale, the notes field in the GoldMine record can now be preserved based on the new options that you can set.

 5. For GoldMine users. The "Copy profit amount or sale amount into forecast notes" option has now been expanded. Instead of the hard coded information being sent to the notes tab, you can customize what data is written to the notes field using the new SaleNotesMacroText feature. You can enter whatever text you would like, and can use the QuoteWerks macros such as &DH_ProfitAmount anywhere in the text

 6. For Canadian customers - the QuickBooks link now works with the CANADIAN version of QuickBooks 2003!

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 7. QuickBooks 2002/2003 can now be used as a source of customer/contact information just like the integration to the contact management software.

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 8. When the Canadian taxes option is enabled, on the Documents tab of the Tools|Options menu, the field for entering the pst tax rate will now specifically be labeled "PST Tax Rate". It used to be labeled "Local/PST Tax Rate". If this option is not enabled, the label will say "Sales Tax Rate"

 9. When the Canadian Taxes option is enabled, there is a totals display for the gst tax amount in addition to the pst tax amount on the totals bar.

 10. For Canadian customers, there are now more sales tax features. Instead of a simple taxable or non-taxable status of each line item, you can now specify per each line item if GST and PST should be applied to the line item, or only PST or only GST. There is also a new tax code column on the Document Items tab that displays the tax code for each line item. This tax code can also be changed from this column by selecting from a drop down list.

See a screenshot/video of this feature


 11. For USA and other customers, there is now a tax code column on the Document Items tab that displays the tax code for each line item. This tax code can also be changed from this column by selecting from a drop down list. This makes it much easier to see what the tax status of each line item is, and it is also easier to change this status.

 12. Automatic hyperlink activation! When quotes are emailed as pdf file attachments, all hyperlink formatted text is automatically converted into an active hyperlink that when clicked on in Adobe Acrobat, will launch the website.

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 13. QuoteWerks can now send emails throught Outlook! You now have a choice to send emails from within QuoteWerks using the QuoteWerks built-in SMTP based email client, or Microsoft Outlook 97, 98, 2000, XP. When email is sent using Outlook, for GoldMine users, it is logged in GoldMine history as if the Outlook email was sent from within GoldMine. Same applies to ACT! and Maximizer users. An additional obvious benefit of this new integration with Outlook, is that the emails that you send through QuoteWerks will now be logged for historical reference purposes.

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 14. Default Email signature text can now be setup, and can use macros. This new window can also be resized. Also the last time you sized the window will be remember, so the next time you open that window, it will be the same size as when you left it.

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 15. There is now an option to export the results of a management report to a comma-delimited text file. There is a new [Export] button on the Management Reports window.

 16. For print layouts and reports, there is now a system field for a total number of pages like "Page x of y".

 17. When QuoteWerks creates a part in QuickBooks, you now have the option to specify if the item is purchased AND sold for Non-inventory Part and Service type parts.

 18. There are new default options for the creation of new parts in QuickBooks. You can now specify the default sales account for each different item type (Service, Inventory, and Non-inventory), and you can specify if by default service and/or non-inventory items are purchased and sold, and if so, you can specify the default expense account for these purchases.

 19. When exporting estimates and invoices to QuickBooks, you now have the option to use the QuoteWerks document number as the reference number for the QuickBooks estimate/invoice, in addition to the option to use the QuickBooks Auto-numbering feature.

 20. There is now a toolbar button for the QuickBooks link.

 21. If you do not charge sales tax in QuickBooks, there is now an option in the QuoteWerks QuickBooks link to not send sales tax information over to QuickBooks. Previously, you would have to setup dummy sales tax items and information so that the link would work even thought you do not charge sales tax in QuickBooks.

 22. There is now no limitation on the number of subitems referred to by a colon in a QuickBooks part number, QuoteWerks can create a QuickBooks part number with any number of subitems.

 23. The configuration setup window that displays the flowchart of the configuration can now be resized! This will make it easier to see more at once of those larger configurations that customers are creating. Also the last time you sized the window will be remember, so the next time you open that window, it will be the same size as when you left it.

See a screenshot/video of this feature


 24. The File|Open window now can be resized! Also the last time you sized the window will be remember, so the next time you open that window, it will be the same size as when you left it.

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 25. On the File|Open window there is a new Contact field that can be used to search for an exact or partial contact name in quotes/orders/invoices.

 26. The columns on the Document Items tab can now be customized FOR EACH USER. Additioanally adminstrators can customize these columns for each user from the Utilities|User Maintenance menu. To do this, click the on the user, and click on the [Edit Preferences] button, and then on the Misc tab, click on the [Customize Document Items columns] button. When adminstrators are customizing the columns, they will have the options to apply the column customizations to selected users.

See a screenshot/video of this feature


 27. The columns on the Product Lookup window for native product databases can now be customized FOR EACH USER. Additioanally adminstrators can customize these columns for each user from the Utilities|User Maintenance menu. To do this, click the on the user, and click on the [Edit Preferences] button, and then on the Misc tab, click on the [Customize Product Lookup columns] button. When adminstrators are customizing the columns, they will have the options to apply the column customizations to selected users.

See a screenshot/video of this feature


 28. Added new Access Right CannotModifyDocumentItemsColumns to prevent a user from customizing the columns on the Document Items tab of the quote workbook.

 29. For Developers, new API features - added new Application.DocumentNew, Application.DocumentNewFromTemplate, and AddLineItemToDocumentEx methods to the QuoteWerks API.

 30. Added new access security right CannotSendEmails which if set does not let the user send emails.

 31. For Outlook users, you can now browse the list of Outlook folders when selecting the Shared contact folder.

 32. When selecting a contact from the contact lookup window, the quote workbook tab active tab is now automatically changed to the sold to/ship to tab.

 33. CustomNumber01 and CustomNumber02 DocumentItems fields data will now be displayed for line items that are part of a group when printing and those fields are inserted into the print layout.

 34. Setup Wizard now launches when QuoteWerks is run for the first time. It will walk you through selecting your country, sales tax rates, and your preferred contact manager.

 35. On the send email window, when clicking on the elipsis button for the cc box, a newly designed window will appear that will allow you to choose one or more email addresses from a list of the email addresses you have setup in QuoteWerks, or from the email addresses setup for the GoldMine contact that is being used in the quote.

 36. When inserting CustomText, CustomNumber, CustomDate, and CustomMemo fields into the print layout you will see the renamed name (if any) of the Custom field. This makes it much easier to insert these custom fields that contain your customized data without having to remember what you label each of the custom fields into.

 37. When the list of users under the Utilities|User Maintenance menu is added to or deleted from, the current list of users is now reloaded automatically in all currently open documents in QuoteWerks.

 38. The totals bar on the quote workbook that displays subtotal, taxes, shipping, and total amounts, now all resize dynamically based on the size of the numbers in them. Also, if you rename one of these labels, the new label size will taken into account and resized accordingly so that all labels and data can be seen.

 39. When a Percent Charge type line item is selected and you select the Edit|Item Attributes menu, you can now change the tax code for the line item.

 40. The number of formula fields and database fields the print layouts and report layouts can support has been increased from 600 to 900.

 41. API changes. Added new DocFunctions.DocumentChanged , and ItemFunctions.LineItemsChanged. Also added new event BeforePrint(bCancel)

 42. Added DataLink support to pull data into the following QuoteWerks fields: ShipToCompany, ShipToContact, ShipToTitle, ShipToAddress1, ShipToAddress2, ShipToAddress3, ShipToCountry, ShipToPhone, ShipToPhoneExt, ShipToFax, ShipToFaxExt, ShipToEmail.

 43. SalesLogix 6.0 is now supported.

 44. Added the command line switch /s: to suppress non-essential messages displayed while starting QuoteWerks.

 45. When printing a quote that contains pictures of the items in the quote, if the part number cannot be found in the product database, or if the picture file cannot be found, this information will be displayed in the status bar.

 46. There is now an "All Templates" icon on the File|Open window to display document templates.

Misc Features - Build 28
 1. On the Regional tab of the Tools|Options menu, the Canadian tax options have been re-organized to select a country, either USA or Canada to determine which sales tax system QuoteWerks should use to calculate sales tax.

 2. One of the parameters passing type in the API BeforeConvertDocument event was changed . This will require a recompile for existing apps that use this event.

 3. On the QuickBooks batch export window, when clicking on the Find tab, the docuemnt number text box now automatically has focus, and if only one match is found, it is selected and checked.

 4. When an error occurs retrieving list information from QuickBooks, the field name that the error occurred with is now displayed.

 5. If exporting an estimate to QuickBooks Pro, Premier or Enterprise, and you have not enabled estimates in the QuickBooks preferences you will receive the error # 3250 when exporting and the message of "This feature is not enabled or is not available in this version of QuickBooks". The solution is to enable estimates in QuickBooks.

 6. When the QuickBooks link is adding a new customer record to QuickBooks, it checks to see if it exists, but then if the creation fails and it failed because there is already a Vendor, Other Name, or Employee with the same name of the customer you are trying to add, the error message will now alert you to this condition.

 7. When processing the /n command line switch to create a new document, if the template option was used, and a template document name was specified, now QuoteWerks searches for the template using the template name and also checks the template flag to make sure that the document name specified is a template.

 8. When QuoteWerks checked to see if KnowTia was running, and it was not, an error message would be displayed which was a nuisance.

 9. The Field Links tab under the View|Customize Columns menu has now been moved to the Tools|Options menu.

 10. When adding or changing price modifiers in the Utilities|Price Modifier maintenance menu, the drop down list on ALL open quotes are now updated. Previously, only the currently active quote's list was updated.

 11. When creating a link in the configuration setup flowchart window, the selection dialog will now default to the first entry.

 12. The GoldMine setup window under the Contacts|Setup Contact Manager menu has been changed. The GoldMine options are now setup on a separate window with tabs for the different categories.

 13. We no longer distribute the SalesLogix 5.0 api dll now that SalesLogix 6.0 is shipping.

 14. New sample data is now included in the fresh install. This sample data is no longer computer specific.

 15. When the node install is run and a SalesLogix installation is detected, the SalesLogix API dll file is copied from the SalesLogix installation folder to the Windows\System folder.

 16. When importing product information, QuoteWerks now removes preceeding and trailing spaces from the data (if there are any).

 17. When performing a Quick Search or an Advanced search on the File|Open window, the search criteria are now limited to only the fields on each respective option whereas previously the criteria from both the quick search and advanced search would be combined when running either option.

Fixes - Build 28
 1. When selecting the Tools|Show Item subtitutes menu, if a line item was selected that had an apostrophe in its part number, an error would occur.

 2. When exporting estimates to QuickBooks, and the option to auto-generate a job number was selected, and you exported an estimate to an existing customer, an error would occur.

 3. When merging remote documents and there were over 32000 files in the dtf folder, a run time error 6 overflow would be received.

 4. When logging a sent email in GoldMine history, sometimes the complete body text would not be saved in the email.

 5. When locking and unlocking documents, in certain situations, when a user opened a locked document, unlocked it, saved teh changed, and then attempted to re-lock the document, they would not be allowed to do so.

 6. Fixed tab order of controls on newly re-designed File|Open window.

 7. When an invalid field name was specified in a datalink mapping, and QuoteWerks was specified as the default contact manager error would occur.

 8. When exporting a QuoteWerks document to QuickBooks as an Estimate, in some cases you would receive an error message saying that QuickBooks did not support over 5 decimal places.

 9. Syntax error when selecting File|Open menu, or when selecting the Merged documents icon and a merge has never been run.

 10. When a customnumberxx field had a value in it and the line item was part of a group (as a group member), then if this field was referenced in a formula field, the value would zero out in the formula expression.

 11. When multiple quotes were open, and some quotes had been modified, and QuoteWerks was closed using the X in the upper right corner of the main QuoteWerks window, the document number of the quotes that had changed could overwrite each other.

 12. KnowTia issue where some field data had blank spaces in it. We now remove those.

 13. When selecting the File|Export to Document Transport File menu, and selecting to email only one document, the document was not getting attached to the email.