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Version 4.0 Build 35.04 Summary
12 New, 12 Fixes, and 3 Miscellaneous features Released on 04/04/2008

New Features - Build 35
 1. MS Dynamics CRM 4.0 is now supported!

 2. For MS CRM users that have changed their statuscode or opportunityratingcode values to anything other than the default there are now INI settings in the site.ini that can be set to accommodate these non-default codes. Under the [Contact Managers] section of the site.ini file the following keys can be set: MSCRMOppStatusCodeOpen, MSCRMOppStatusCodeWon, MSCRMOppStatusCodeCanceled, MSCRMOppStatusCodeOutSold, MSCRMOppRatingCodeHot, MSCRMOppRatingCodeWarm, and MSCRMOppRatingCodeCold.

 3. The QuoteWerks contact lookup search window has been redesigned. You can now perform searches by company name, last name, phone number, or e-mail address. You can run "Equal to", "Not Equal to", "Begins with", "Ends with", "Contains", and "Does not Contain" searches. The matching results will automatically populate as you type. Columns can be re-ordered, resized, and sorted (by clicking on column header). Clicking the column header again will reverse sort the column. Column orders, sizes, and last sort column are remembered per each user.

See a screenshot/video of this feature


 4. Added fields AccountRep, LeadSource1, LeadSource2, CustomText01, CustomText02, CustomText03, CustomText04, CustomText05, CustomText06, CustomText07, CustomText08, CustomText09, CustomNumber01, CustomNumber02, CustomDate01, CustomDate02 fields to the QuoteWerks contact database. Also added DataLink support for all these fields.

See a screenshot/video of this feature


 5. All the labels on the QuoteWerks Edit Contact window can now be customized. Any label customizations here will also be reflected as column headings when viewing these columns in the QuoteWerks contact lookup window.

 6. F2Lookup support has been added for the fields AccountRep, LeadSource1, LeadSource2, Terms, and TaxRate.

 7. All the QuoteWerks contact database fields are available as columns on the QuoteWerks Contact Lookup window. You can re-arrange and resize these columns. The settings will be remembered for each user.

 8. On the Sold To/Ship To tab, added "Copy" buttons to the Sold To, Ship To, and Bill To fields. These are very useful if you have manually typed the customer information into any one of the Sold To, Ship To, or Bill To fields and want to copy that information into any other area.

See a screenshot/video of this feature


 9. In a multiple monitor environment, status windows are now displayed on the same monitor as the main QuoteWerks window instead of always displaying on the primary monitor.

 10. On the Price Comparison window (Tools|Compare Prices between Vendors menu), after retrieving real-time information, the quantity in stock is now displayed next to the price for both your preferred warehouse availability and the total availability.

 11. Added [Select All] and [Deselect All] buttons to the Price Comparison window (Tools|Compare Prices between Vendors menu).

 12. Re-designed the File|Insert Document window to add the ability to search by DocName, DocNo, and SoldToCompany. You can run "Equal to", "Not Equal to", "Begins with", "Ends with", "Contains", and "Does not Contain" searches. SalesRep and DocDate columns will be displayed in addition to the search fields. Columns can be re-ordered, resized, and sorted (by clicking on column header). Clicking the column header again will reverse sort the column. Column orders, sizes, and last sort column are remembered per each user.

See a screenshot/video of this feature


Misc Features - Build 35
 1. When deleting a group header line item, the HidePrice line item attribute of each of the group members will be removed.

 2. In a multiple monitor environment, some windows would display center screen, some windows would display on the primary monitor, and some windows would display centered over the main QuoteWerks window. Now, all windows will display centered over the main QuoteWerks window.

 3. The Contact Import Wizard UI was re-designed to make it look more consistent with the Product Import Wizard.

Fixes - Build 35
 1. In Contact Import Wizard you could click on the [Next] button without specifying a file to import.

 2. For ACT! version 10.1.199 have disabled (See KB article #6484 for details) the ability to associate groups with an opportunity.

 3. More than one W-type Online Ordering Module License Key could be entered under the Utilities| License Key Manager menu. The same applied to version 3.0 O-type, Q-type, and P-type License Keys.

 4. If a W-type Online Ordering Module License Key was based on a primary License Key that was version 3.0 (happens when a 3.0 installation was upgraded to 4.0), would receive error message "The License Key XXXXX is not a valid version 4.0 License Key. The License Key appears to be a valid QuoteWerks version 3.0 License Key. It will not be accepted" when trying to enter the W key.

 5. Read error when using RTF files modified by Microsoft Word 2007.

 6. In a multiple monitor environment, if the primary monitor is in the middle of 3 monitors, and QuoteWerks was last closed on the left most monitor, when it was re-opened, it would be located on the middle (primary) monitor.

 7. For Ingram Micro preferred warehouse setting, Ingram Micro is returning full name of the state of the warehouse, but the list was using the abbreviated state name resulting in the preferred warehouse not being recognized. After installing this update, the Ingram Micro preferred warehouse must be reselected on the Ingram Micro subtab of the Real-time tab under the Tools|Options menu.

 8. If there are more than 32,767 quotes in the database and you select the File|Insert Document menu, would receive error "Run-time error '381': Invalid property array index".

 9. In the Outlook contact manager setup, when selecting the "Shared Public Contacts Folder", if the user does not have access to, for example, the 3rd Outlook folder in a list of 5 Outlook folders, only the 1st and 2nd folders in the list would be displayed for selection.

 10. When duplicating a document (and choosing to Copy the project # into the duplicated document) and then saving the document, on the Save As window the Project No would display {Next Available} instead of the Project number that was copied when the document was duplicated, and a new project number would be generated for the document. Issue introduced after build 31.03. [Service Release: 35.04]

 11. When using the Interactive Peachtree link to generate POs in Peachtree the "PO Distribution" field was being set incorrectly. This caused the "Received" column Quantity data to incorrectly roll-up to the top on the PO after doing a "Receive Inventory" in Peachtree. [Service Release: 35.04]

 12. Tab order on login screen. [Service Release: 35.04]

Previous significant build released just days prior
Misc Features - Build 32
 1. Internal Build. This build was not released to the public and is not available for download.