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Version 5.3 Build 2 Summary
6 New, 4 Fixes, and 0 Miscellaneous features Released on 12/20/2017
View all features/fixes from all builds of version 5.3

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New Features - Build 2
 1. For QuoteValet users, on the Reporting tab of the QuoteValet dashboard the DocType is now displayed. This is useful in determining when a quote has been accepted through QuoteValet but has not been converted to an order yet.

 2. For QuoteValet users, we've added the fields QuoteValetStatusCode and QuoteValetAcceptedOn fields to the DocumentHeaders table making it possible to run reports on if a quote has been accepted through QuoteValet but has not been converted to an order yet.

 3. For API Users, added new method DocFunctions.RefreshLists(). When called this will refresh the CostModifier and PriceModifier drop down lists.

 4. For API Users, added new method Application.QuickLookupSetProductDataSource(ByVal sProductDataSourceName As String, ByVal sEnglishOperator As String) As Integer

 5. For API Users, added new method Application.QuickLookupSetSearchField(ByVal sFieldName As String) As Integer

 6. For API Users, added new method Application.QuickLookupSetSearchValue(ByVal sSearchValue As String) As Integer

Fixes - Build 2
 1. For ConnectWise Manage users, ConnectWise Development modified how Procurement Products (items on a ConnectWise Opportunity) are returned via their API in 2018.1. An error relating to "Start and End Dates" could be returned when QuoteWerks added non-recurring products to a Group/Bundle on a ConnectWise Opportunity.

 2. for ConnectWise users, when creating a new Opportunity in ConnectWise, the user setting defaults for "UserSettings\UserConfig\ForecastCloseDate" and "UserSettings\UserConfig\ForecastProbability" were not respected.

 3. For QuickBooks Online users in Australia, if the "AllowShipping" option within QuickBooks Online was enabled, QuoteWerks was not setting the applicable tax code for the shipping item on Estimates, Sales Receipts, or Invoices. QuickBooks Online in Australia is the only QuickBooks Online Region that has a tax code setting for Shipping.

 4. For QuickBooks Online users, only the first 100 Accounts would be returned from QuickBooks Online in QuoteWerks.