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Version: Build


Version 5.2 Build 3 Summary
5 New, 7 Fixes, and 2 Miscellaneous features Released on 02/14/2017

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New Features - Build 3
 1. MS CRM version 8.2 now supported!

 2. For MS CRM users, only the first 150 users were displayed in user selection windows. Now the first 250 will be displayed.

 3. For MS CRM users, added field contact->parentcustomerid to the list of available DataLink fields.

 4. For MS CRM users, added an "Update MS CRM Opportunity name with Document name" option under MS CRM Setup.

 5. For MS CRM users, the list of opportunity status codes is now retrieved from MS CRM dynamically, rather than from a hard coded list of "WON", "CANCELED", "OUT-SOLD".

Misc Features - Build 3
 1. MS CRM version 3.0 is no longer supported.

 2. For MS CRM users, on the Create Opportunity window, the list of existing Opportunities is now sorted alphabetically.

Fixes - Build 3
 1. For MS CRM users, when QuoteWerks created the MS CRM opportunity, the Account name was not getting set. Microsoft used to do this automatically, now it requires that the integration explicitly sets it.

 2. For MS CRM users, if Creating a new Opportunity was canceled, would receive an error that the Linked document record could not be created.

 3. For MS CRM users, the user setting of ForecastCloseDate={+15} was not being obeyed when creating a new MS CRM opportunity.

 4. for MS CRM users, when downloading documents through the Merge Remote Documents feature, if a DTF file that was downloaded from MS CRM was corrupt, it would display Run-time error '62' and terminate QuoteWerks.

 5. For MS CRM users, when using the Merge Remote Documents there was an error with version 6.0 and higher which caused the datetime of the attachment to not be in the correct format resulting in error messages about an invalid Year.

 6. For salesforce.com users, if Creating a new Opportunity was canceled, would receive an error that the Linked document record could not be created.

 7. When using the Paste Special wizard to paste data copied from Excel into the clipboard and row had an unpaired double quote symbol that also was the last character in a column, the data would be truncated.