Would your company benefit from over
175 new features?

      


Since November 1, 2016, there have been 4 QuoteWerks updates released containing over 175 new features!

Please remember that New Features = Greater Productivity which gives you more time to sell and complete the countless other tasks you need to do on a daily basis!


Version 5.2 Build 8 (released October 2, 2017)

 1. QuickBooks Online Integration! Use QuickBooks Online Customer Information in your quote. Add QuickBooks Online product items to your quote. Create new QuickBooks Online customers, items, estimates, invoices, sales orders, purchase orders, and more. The QuickBooks Online integration requires QuoteWerks Professional or Corporate Edition and requires a monthly or annual subscription. [Build: 8.12]

 2. For QuoteValet users, YouTube video support! With your QuoteValet quote you can now include one or more videos to be displayed on the QuoteValet quote. You can even set one of them to start auto-playing as soon as the QuoteValet page is displayed. You can also include one video per line item. You can specify the default video(s) you would like each new Quote, Order or Invoice to include on the General tab of the QuoteValet setup window. You can also specify one video in a native database product definition which will be included in the quote for the line item when the product is added into the quote. You can see the video details for the line item in the quote by selecting the line item and clicking on the "Show/Hide Picture Panel" toolbar button above the line items grid. When adding videos to the quote, if you have setup your YouTube account information on the General tab of the QuoteValet setup, you will be able to choose from a list of all your existing videos that have already been uploaded to YouTube. If you are using a shared standardized QuoteValet template the videos will automatically just appear in the QuoteValet page. If you are using a customized QuoteValet template you will need to make some modifications to your customized template. The layout designer fields and macros of &DH_&Video1_URL, &DH_&Video1_Title, &DH_&Video2_URL, &DH_&Video2_Title, &DH_&Video3_URL, &DH_&Video3_Title, and &DI_&Video1_URL, &DI_&Video1_Title have also been added. [Build: 8.12]

 3. For QuoteValet users, you can now have more than one QuoteValet OrderForm Template used by the QuoteValet Shopping Cart. When uploading the OrderForm Template to QuoteValet you can choose which OrderForm template you want to use. [Build: 8.12]

 4. Windows Authentication Login support. You can now setup QuoteWerks users to use their Windows Authentication to automatically log into QuoteWerks without having to enter the QuoteWerks Native Login UserName and Password on the QuoteWerks Login window. Windows Authentication only works with domains. When using the Windows Authentication Login, you will still need to set a password for the QuoteWerks Native Login. Holding the SHIFT key down while starting QuoteWerks will force the QuoteWerks Login window to appear. [Build: 8.12]

 5. ConnectWise 2017.5 is now supported! [Build: 8.12]

 6. The Product Content Subscription now has PartLocator support for D&H Canada. We've negotiated an arrangement with D&H Canada to host their parts list to provide our mutual customers with a better ability to locate D&H Canada part numbers when quoting. [Build: 8.12]

 7. The Product Content Subscription now has PartLocator support for Jenne (USA). We've negotiated an arrangement with Jenne to host their parts list to provide our mutual customers with a better ability to locate Jenne part numbers when quoting. Now, on the Etilize panel, a Jenne option will only appear if the Jenne part number was found by the PartLocator. Previously the Jenne option would always appear even if a part number was not offeered by Jenne. [Build: 8.12]

 8. For Jenne customers with the Product Content Subscription, Jenne items will now appear in the Etilize Comparison Window if the Jenne part number was found using the PartLocator. [Build: 8.12]

 9. The user Maintenance window now has columns to show the UserName, OSLoginName, a Reference column, and also a "Flags" column. An "M" will appear in the Flags column if the user has master rights, and a "*" will appear in the UserName has a blank password. The Reference column will display the first 50 characters of the first line of the Notes field. [Build: 8.12]

 10. For QuoteValet users, you are no longer required to fill out the ManufacturerPartNumber field as a requirement for a picture to appear on the QuoteValet quote for a line item. [Build: 8.12]

 11. For ConnectWise users, when retrieving a contact from ConnectWise, QuoteWerks now respects the Contact's Communication Defaults for Phone, Fax, and Email if specified. [Build: 8.12]

 12. For MS CRM users, custom status reasons for a Lost or Won Opportunity are now supported for versions 6 and higher. [Build: 8.12]

 13. Effective July 2017 Supplies Network now requires all xml queries to be sent using the TLS 1.2 protocol. QuoteWerks now supports this. The TLS 1.2 protocol is not available on Windows XP machines, so any users that wish to use QuoteWerks (or any other software) to interact with Supplies Network XML services will need to be running the software on Windows Vista or higher. Additionally TLS 1.2 requires that the Microsoft .NET framework version 4.5 be installed and Internet Explorer (IE) 11 or higher needs to be installed. In Microsoft IE, TLS 1.2 must be enabled. To enable, click on the Gear/Settings button in IE and select Internet Options from the menu. Go to the Advanced tab, and under the Security section, make sure that TLS v1.2 is checked. [Build: 8.12]

 14. The action of "DocumentDeletedFromQuoteValet" is now added to the Document Audit Trail log. [Build: 8.12]

 15. When documents are deleted, that action is now logged in the event.log, like this: [AuditTrail] John Lewe deleted document 'FLAQ1964' (DocID=3365) [Build: 8.12]

 16. For ConnectWise users, added Datalink mappings for individual TaxCodeLevelRates 1 - 5. This is helpful for Canadian users to be able to map to PST and GST tax rates which was not available with the existing "Company->TaxRate" Datalink that combines all of the tax code levels into a single rate. The new Datalinks are "Company->TaxCodeLevel1Rate" through "Company->TaxCodeLevel5Rate". [Build: 8.15]

 17. SugarCRM 7.9 is now supported! [Build: 8.18]

 18. Sage 50 Accounting 2018 US Edition (Peachtree) is now supported! [Build: 8.18]

 19. For QuickBooks Online Users, the BillTo Email address is now populated in Estimates, Invoices and Sales Receipts. There is a new Setting in the QuickBooks Online Setup in QuoteWerks to default the "Send later" Option for emailing documents. [Build: 8.18]

 20. For QuickBooks Online Users, added additional QuoteWerks header fields that can be mapped to QuickBooks Online Custom fields. These fields include: SoldToCompany, SoldToContact, ShipToCompany, ShipToContact, BillToCompany, BillToContact, and SoldToPONumber. [Build: 8.18]

 21. For QuoteValet Mobile users, we've updated the user interface, fixed some UI issues like the issue when scrolling through multiple pages of the NEW template list. You can now select a contact for the Mobile quote from Autotask, and we've updated QuoteValet Mobile to work with the new ConnectWise REST API. Posted live August-23-2017. [Build: 8.19]

 22. For ConnectWise users, when writing products to a ConnectWise Opportunity, if the Vendor Name is not empty in QuoteWerks, the vendor will now be added to the ConnectWise Procurement Item. The Vendor Name in QuoteWerks must match exactly to the Vendor Company name in ConnectWise. If no match is found, no vendor will be written to the ConnectWise product on the opportunity. [Build: 8.19]

 23. The Amazon consumer pricing feature that was part of the Product Content Subscription is now available again! [Build: 8.20]

 24. QuickBooks USA 2018 is now supported! [Build: 8.25]

 25. For QuickBooks Online users, you can now map the QuoteWerks InternalPartNumber field to the QuickBooks Item Name. [Build: 8.25]


Version 5.2 Build 6 (released June 12, 2017)

 26. QuoteWerks now supports a real-time leasing integration with Ingram Micro Lease-IT!. Real-time module is required. On the Sale Info tab, just choose the [Add Lease payment Options] button in the Payment Options frame. Once you select your Lease-IT! lease card, the real-time query to Lease-IT! will enable you to see all the lease options available from Lease-IT! such as terms, advance payments, points, and purchase options. Just select the combinations of options you would like to see and Lease-IT! provides all the iterations of those combinations. Once you've had a chance to see them, you can choose which ones you would like to offer to your customer. Leasing options can be specified on the Leasing tab of the Tools->Options menu and also the Leasing tab of the Realtime setup window. [Build: 6]

 27. You can now modify the Purchasing PO template that is used when e-mailing or saving as PDF a PO from the Purchase Orders tab of the Purchasing window. You can modify this html layout from the [Edit SYS_PurchasingPO HTML] button on the E-Mail Template Manager window. There is also a new SYS_EmailPurchasingPO template under the (System) email templates on the Templates tab of the E-Mail Template Manager window. The SYS_EmailPurchasingPO template controls what the email looks like including email signature, etc. The SYS_PurchasingPO HTML layout controls what the actual PO looks like and what fields and columns are included. If the Misc Access right of "CannotModifyPrintLayouts" is set, then you cannot access the [Edit SYS_PurchasingPO HTML] button. [Build: 6]

 28. For D&H users, when placing orders electronically through QuoteWerks you can now send the end user information to D&H further automating the order process. This is especially useful for licensing and warranty orders. D&H just added this new capability in April 2017. In addition to the end user information you can now also supply D&H with the End User PO Number, Authorization Quote Number, Master Contract Number, CCOID Number, Serial Number, ESD End User E-Mail, and Reseller E-Mail information. [Build: 6]

 29. ConnectWise 2017.4 is now supported! [Build: 6]

 30. ConnectWise 2017.3 is now supported! [Build: 6]

 31. For ConnectWise users, the ConnectWise integration has been completely rewritten to use the new ConnectWise REST API. ConnectWise support for the older SOAP API is being discontinued effective June 1st, 2017. Because of this change in ConnectWise, all ConnectWise users will need to upgrade to ConnectWise 2016.3 or higher and then update to QuoteWerks version 5.2 build 6. Integration with this new REST API also requires that all machines running QuoteWerks and ConnectWise must have Windows 7 or higher installed. [Build: 6]

 32. For ConnectWise users, when using ConnectWise as a Product Data Source, Inventory on Hand in ConnectWise is available by right clicking on the product in the QuoteWerks Product Lookup and selecting the "Show ConnectWise Inventory On Hand" menu. The total Availability within ConnectWise is shown along with the breakdown by Warehouse Bins. [Build: 6]

 33. For ConnectWise users, there is now a right-click menu to "View the Purchase Order in ConnectWise" on the Purchase Orders Tab of the QuoteWerks Purchasing Window. This feature is only available for purchase orders that QuoteWerks creates in ConnectWise. [Build: 6]

 34. For ConnectWise Users, when using ConnectWise as a Product Database Source, the ConnectWise Unit of Measure (UOM) can be used to determine the recurring properties of a product when adding it to QuoteWerks. There is an option to Enable this in the ConnectWise Setup within QuoteWerks. For example if the ConnectWise UOM is "Month", the product when added to the QuoteWerks Document will have a recurring property of Monthly. [Build: 6]

 35. For ConnectWise users, when QuoteWerks "Wins" an Opportunity in ConnectWise, there is now an option to convert the Agreement Products on the Opportunity to either a new Agreement or add to an existing Agreement. There is an option in the ConnectWise setup to default this setting. [Build: 6]

 36. For ConnectWise users, added field Company->SiteName to the list of available DataLink fields. This enables ConnectWise users to retrieve the selected Site?s Name into the QuoteWerks Document. [Build: 6]

 37. For ConnectWise users, added Company Level Custom Fields to the list of available DataLink fields. In QuoteWerks in the Datalink Mapping, if your ConnectWise Custom Field Name is "SpecialField", the External System Field as Source would be "Company->customFields_SpecialField". In addition to the custom fields, additional miscellaneous Company Level fields were added to the list of available DataLink fields. [Build: 6]

 38. For ConnectWise users, added Contact Level Custom Fields to the list of available DataLink fields. In QuoteWerks in the Datalink Mapping, if your ConnectWise Custom Field Name is "SpecialField", the External System Field as Source would be "Contact->customFields_SpecialField". In addition to the custom fields, additional miscellaneous Contact Level fields were added to the list of available DataLink fields. [Build: 6]

 39. For ConnectWise Users, when using ConnectWise as a Product Data Source, the ConnectWise Unit of Measure (UOM), Category, SubCategory, Class, and ProductType are now a mappable fields. [Build: 6]

 40. For ConnectWise users, when adding a product to a ConnectWise Opportunity, the Vendor Part Number (Vendor SKU) is now included. [Build: 6]

 41. For ConnectWise users, when using QuoteWerks Purchasing, when receiving an item and linking the item to a PO Item in ConnectWise (a PO item that QuoteWerks did not create in ConnectWise), there is now an option to view the Purchase Order in ConnectWise to assist in linking to the appropriate PO item. [Build: 6]

 42. In the layout designer you can now set the color of text to any color (previously there was a 16 color limit). The Format->Font dialog no longer lets you select the color or the text effects like underline or strike through from that dialog. The color can now be set using the Format->Text Color menu and the text effects can now be set using the Format->Text Effects menu. The named fonts have also been changed to accommodate the separation of the text color settings from the Font selection dialog. [Build: 6]

 43. For QuoteValet Insight users, on Dashboard->My Summary, there are now several new periods available. Last Quarter This YTD This Quarter Last YTD Two Years Ago Two Years Ago YTD Three Years Ago Three Years Ago YTD These are available depending upon the security rights that have been assigned to the user. [Build: 6]

 44. For QuoteValet Insight users, on the QuoteValet Insight Dashboard->Executive Summary, there are now several new periods available. Last Quarter This YTD This Quarter Last YTD Two Years Ago Two Years Ago YTD Three Years Ago Three Years Ago YTD These are available depending upon the security rights that have been assigned to the user. [Build: 6]

 45. For QuoteValet Insight users, on Dashboard->Approvals, there is now a drop down to choose to display "Approval Pending" or "Approval Denied". [Build: 6]

 46. QuoteWerks Commands (TM) feature. On the Settings Manager window, there is a new [Run QuoteWerks Command...] button. From here you can enter in a QuoteWerks Command to be executed. These commands are used to SET, GET, or DELETE setting data. The example below would change the user setting to make the QuoteValet Dashboard automatically open when QuoteWerks starts. SET:UserSettings:UserConfig:&APP_LoggedInUserName:AutoOpenQuoteValetDashboardOnStart=-1 QuoteWerks Commands have many uses. QuoteWerks technical support can provide these commands to users to more easily make settings changes rather than explaining the steps to set these settings through the normal user interface. Also since you can run multiple commands at the same time, administrators can more easily grab multiple settings and apply them to other users in more automated fashion. Resellers can use these QuoteWerks Commands to apply standardized customizations to any installation. When right clicking on a setting you can choose the 'Copy SET Command' menu to copy into the clipboard the QuoteWerks Command that would SET this setting when run. For more details, please see the help system. [Build: 6]

 47. On the Settings Manager the in the spotlight text box you can now press the CURSOR-DOWN or F3 to move to highlight the next match. You can also press CURSOR-UP or SHIFT-F3 to highlight the previous match. There is also a new [Remove NON-spotlighted results from list] button. This only removes the settings from the result list and can be used to filter and better focus on what you are looking for. [Build: 6]

 48. In all spotlight text boxes you can now press the CURSOR-DOWN or F3 to move to highlight the next match. You can also press CURSOR-UP or SHIFT-F3 to highlight the previous match. The spotlight text box is On the Access tab of the User Properties window, the License Manager and the Event Viewer. [Build: 6]

 49. In Settings Manager, CTRL-A now selects all the settings in the current list. [Build: 6]

 50. In Settings Manager, there is now a "x settings selected" display [Build: 6]

 51. In Settings Manager, after running a QuoteWerks Command, the last command in the list of commands will now be selected in the list if the command was for the currently selected table. [Build: 6]

 52. On the Purchasing window the list of items available for purchase were ordered by DocumentHeaders.DocDate, DocumentHeaders.ID, but the items were not sorted in the order they existed in the ORDER document. Now this list is ordered by DocumentHeaders.DocDate, DocumentHeaders.ID, DocumentItems.ID. In conjunction with this change, when right clicking on a Purchase Order and choosing to "E-mail PO" or "Save PO as PDF", the items on the PO will be ordered consistent with the order they were in when added to the Purchase Order. Of note, the order of the items on the PO when displayed on the Purchase Orders tab will be ordered by FulfillmentItems.ShippedOn DESC,FulfillmentItems.EstimatedShipDate DESC. [Build: 6]

 53. For D&H users, on the Purchasing window, using OrderStatus, now orders with D&H status of "Non Stock Invoice Complete" will now have their QtyShipped automatically set to the QtyOrdered amount. "Non Stock Invoice Complete" status orders are license and warranty orders that do not result in any physical shipping. [Build: 6]

 54. For D&H users, on the Purchasing window, using OrderStatus, if no fulfillment item data was returned for a PO item, now when you choose the option to "Mark as Shipped (Override)..." it will automatically create a fulfillment record if it did not exist. When this option is used to fix the above mentioned issue, it will result in the ability to have the PO status become "Shipped" instead of "Partial Shipped". [Build: 6]

 55. On the Product Lookup window, there is now an "Exclude from future Etilize results" menu. Use this to prevent Etilize search results from returning results that you know are either outdated or that you have no need to see. [Build: 6]

 56. The command line parameter of "/r" now can output a report to a LayoutCSV file, PDF file, or export file. Examples: Preview (only works when report is configured for Layout output vs TextFile output): /r:"report14.rcf",1,"" Print (only works when report is configured for Layout output vs TextFile output): /r:"report14.rcf",2,"HP LaserJet P2055dn" SaveToPDF (only works when report is configured for Layout output vs TextFile output): /r:"report14.rcf",3,"c:\temp\reportcmdlineoutput.pdf" SaveToCSV (only works when report is configured for Layout output vs TextFile output): /r:"report14.rcf",4,"c:\temp\reportcmdlineoutput.csv" Export (only works when report is configured for TextFile output vs Layout output): /r:"report14.rcf",5,"c:\temp\reportcmdlineoutput.txt" See the help file for more details on command line options. [Build: 6]

 57. For D&H users, added support for new D&H order status of "Non Stock Invoice Complete". Without this the order status would appear as Unknown. [Build: 6]

 58. On the Purchasing window, when items are backordered, the Order status will now say "Backordered" rather than simply "Open", along with a color change. Also the Receive Items box will now be red when the item in Backordered. [Build: 6]

 59. For ConnectWise users, When testing the Public and Private API Keys, QuoteWerks will now validate that the API Member has enough rights to use the integration. [Build: 6.02]

 60. For ConnectWise users, on the ConnectWise Setup window (Contacts->Setup Contact Manager), the Default Closed 'Lost' Status list of choices will now include Open Status in addition to Lost Statuses. The same change was made for the Default Closed 'Won' Status list of choices. [Build: 6.07]

 61. Added new "Search Query" complex query search option in the Operator drop down list for searching some fields. Support was added for the Bundle Search, Configuration Search, New Template Search, and the Open Document window the DocName and Item Search. Each word separated by a space will do a contains search. If more than one word is enclosed in double quotes (") then that will be seen as a single search phrase. If you type a minus character "-" before the word or phrase enclosed in double quotes (") , the search results will not include results that contain that word or phrase. "Microsoft Office" -2007 "Microsoft Office" -Basic -OEM "Microsoft Office" -"Upgrade Office" [Build: 6.07]

 62. For ConnectWise users, when Linking to an Existing ConnectWise ticket, the ConnectWise Ticket Number is now displayed. There is also now a button next to the Ticket Name drop-down to view the ticket in ConnectWise. [Build: 6.07]


Version 5.2 Build 3 (released April 17, 2017)

 63. MS CRM version 8.2 now supported! [Build: 3]

 64. For MS CRM users, only the first 150 users were displayed in user selection windows. Now the first 250 will be displayed. [Build: 3]

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

 66. For MS CRM users, added an "Update MS CRM Opportunity name with Document name" option under MS CRM Setup. [Build: 3]

 67. 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". [Build: 3]

 68. GoldMine 2017.1 is now supported! [Build: 3.13]

 69. For Dell Premier customers, a region/country dropdown was added in the Dell Punchout Setup. In addition to USA, the following countries were added: Canada, United Kingdom (UK), Ireland, Belgium, Netherlands, Germany, France, Australia, and New Zealand. Dell Punchout Ordering functionality is enabled for these countries. [Build: 3.13]

 70. For Product Content Subscribers in the UK, Etilize Upsell items are now available on the Etilize Panel. These products will be better products with more features and usually sold for a higher price. With this, you can easily provide Good, Better, Best options on your quotes increasing the chance that customers will choose the higher priced items, increasing your sales. [Build: 3.13]

 71. For Product Content Subscribers in the UK, Etilize Similar items are now available on the Etilize Panel. This is particularly useful when the item you searched for is not in stock, you can use this to find a similar product that is in stock. This also provides you with an easy way to see a list of products to Cross-Sell. [Build: 3.13]

 72. Added new option on the Misc.General tab of the Tools->My Preferences menu of "On Print window, when saving PDF and default file name exists, automatically suggest unique name". It is useful to turn this off if when saving a PDF you just want a single current PDF of the current quote and not different versions. [Build: 3.13]

 73. On the Leasing tab of tools->Options menu, added new default option "Include monthly recurring Amount in Lease Amount". [Build: 3.13]

 74. On the Login tab of the User Properties window, there is now a Notes field. Administrators can save notes about each user in this field. [Build: 3.19]

 75. On the Product Lookup window, "InternalPartNumber" was added to the Sort by dropdown. [Build: 3.19]


Version 5.2 Build 2 (released February 10, 2017)

 76. The field size for CostModifier and PriceModifier fields on the DocumentItems tab have been increased from 8 to 18 allowing for longer compound discount modifiers like "D50\10\17". [Build: 2]

 77. ACT! version 19 is now supported! [Build: 2.22]

 78. SalesLogix (Infor CRM) 8.3 is now supported! [Build: 2.22]

 79. For Peachtree (Sage 50 US Edition) users, when using Peachtree as the contact manager you can now retrieve the Customer Terms using the DataLink using the new Data Link field CustomerPaymentTerms. [Build: 2.22]

 80. On the Templates tab of the File->New menu you can now search the templates by name with "Begins with", "Contains", and "Ends with". [Build: 2.22]

 81. The macro name &APP_LayoutName is available on the Misc tab of Tools->Options for the generation of the file name for the "Document Attachment file" and "PO Document Attachment file". This is very useful because when used the file name generated would contain the name of the primary selected layout or word document used to generate the file giving the file name some meaningful context. [Build: 2.22]

 82. There are now the macros &APP_LicensingPrimarySerialNumber, &APP_LicensingEnterpriseLicenseCount, and &APP_LicensingSiteLicenseCount available through the Application.GetMacro API method. [Build: 2.22]

 83. ConnectWise 2017.2 is now supported! [Build: 2.22]

 84. When adding a File Link from the Links tab, if you select a file that is not under the \QuoteWerks folder, you will be prompted to link directly to the file or copy it to a centralized storage location (\QuoteWerks\Resources) and link to that file. Users can set the default behavior with the option "When adding File Link default to option to Copy to Centralized Storage" under the Misc tab of the Tools->My Preferences menu. Also adminstrators can force the centralized storage with the Misc Access right of "ForceFileLinksAttachModeAsCopy". [Build: 2.22]

 85. The Tools->Refresh Item Details menu now an option to choose which Product Data Source you want to refresh the line item data from. Also there is an option "Obtain refreshed data from:" when multiple line items are selected to force the refresh to look in the selected database versus the database specified in the line item. Also the columns are sortable useful in grouping all fields together that have data in them, or sorting the field names alphabetically. [Build: 2.22]

 86. For ConnectWise users, when converting a quote to an order and converting the ConnectWise opportunity to Won, you can now specify the Close Date. Also when subsequently updating the order and saving the changes to the ConnectWise Closed Won Opportunity, the Closed date will no longer change unless you change it. [Build: 2.22]

 87. There is now a utility feature to cycle through ALL documents in the database and look at the file links and replace the matching folder location of the linked file with a different folder location. [Build: 2.22]

 88. When importing a product database, the name of the Product Database is now displayed in the import status window. [Build: 2.22]

 89. On the Open Document window, the checkbox "Include Revisions", now remembers the last selection per user. [Build: 2.22]

 90. There are now DocumentItems->&ProductDBForeignCurrencyUnitCost and DocumentItems->&ProductDBForeignCurrencyIdentifier fields available in the layout designer for FPC files. These fields will lookup these field values from the product database for the item in the product database. These are only available for native product databases. [Build: 2.22]

 91. On the Product Price History window, clicking on the Date column now sorts. [Build: 2.22]

 92. On the Open Document window, you can now search the Company and Contact fields by "Begins with", "Contains" and "Ends with". [Build: 2.22]

 93. On the File Links tab of the Quote WorkBook, you can now multi-select when removing links. [Build: 2.22]

 94. In Select Special can now search number fields UnitCost, UnitPrice, and UnitList with search operator "Equal to", "Not Equal to", "Greater than", "Greater or Equal", "Less than", and "Less or Equal". Also, added text search operators "Not Equal to" and "Ends with" and "Does not Contain". Select Special can now be launched with CTRL-F keyboard shortcut. [Build: 2.22]

 95. Added menu shortcut key CTRL-R for Edit->Item Attributes. [Build: 2.22]

 96. Added menu shortcut key CTRL-T for Edit->Add SubTotal. [Build: 2.22]

 97. In Management Reports you can now use the [Output CSV] button to export the output of the report to a CSV file. This is different than the [Export] button feature in that this [Output CSV] feature takes the output of the Report Layout including the formulas, filtering, sorting, and grouping of sections and then exports that data. [Build: 2.22]

 98. For Goldmine users, when using the &Dear field in the DataLink, if you selected a Secondary Contact the DataLink will now grab the Dear value from the Secondary contact. [Build: 2.22]

 99. SugarCRM 7.8 is now supported! [Build: 2.26]

 100. For Product Content Subscribers, the Etilize Product Comparison now supports ASI, Westcoast, Northamber distributors. [Build: 2.26]

 101. Added Misc Access Right "CannotManuallyModifyProductQuery". When this is set, the "Show SQL" option will not appear on the Product Lookup window. [Build: 2.26]


Version 5.2 Build 1 (released November 11, 2016)

 102. ConnectWise 2016.6 is now supported! [Build: 1.28]

 103. ConnectWise 2016.5 is now supported! [Build: 1.28]

 104. QuickBooks USA 2017 is now supported! [Build: 1.28]

 105. QuickBooks Australia 2016 is now supported! [Build: 1.28]

 106. QuickBooks Canada 2017 is now supported! [Build: 1.28]

 107. Peachtree/Sage 50 version 2017 is now supported! [Build: 1.28]

 108. There is now an "Installation Password" feature that can be used to prevent an unauthorized person from updating a QuoteWerks Installation. This is especially useful for preventing remote installations from updating without the permission of their IT administrator. It is also useful for IT administrators and resellers in preventing some random user from updating the network installation of QuoteWerks. Now, before an installation update can begin, if an Installation Password has been set by the administrator, the user will have to supply a valid Installation Password before they will be able to proceed with installing the update. [Build: 1.28]

 109. When a QuoteWerks update was just installed and a workstation runs QuoteWerks for the first time, it will now prevent other workstations from running QuoteWerks while QuoteWerks is upgrading the data to the new Build. [Build: 1.28]

 110. Most data stored in .ini files has been moved into database tables. All of the settings that have been transferred to database tables can be viewed from the new Settings Manager accessible by clicking on the [Settings Manager] button on the System tab of the Help->About menu. The Settings Manager is also available from within the Medic Utility by selecting the Utilities->Settings Manager menu. For complete details please see the help file topic "Appendix: QuoteWerks Version 5.2 INI to Database Changes". [Build: 1.28]

 111. Licensing enforcement no longer uses the .lck file based system. It now uses a Database license metering system. There are some powerful capabilities that come along with this change. Now, if a user is logged into QuoteWerks and locks their machine and leaves for the weekend, users with Master Rights can now revoke their license making it available for other users. When this user comes back they will only have the option to save and close their currently open quotes and exit. The Misc Access right "NonMasterRightsUser_CanRevokeOthersLicenseAllocation" can be granted to non Master Rights users to give them this capability. [Build: 1.28]

 112. Administrators can now force QuoteWerks to terminate. When an IT administrator wants to make sure everyone is out of QuoteWerks (to apply an update for example) they can force the termination of running instances of QuoteWerks. Any unsaved quotes will be saved as recovery documents. It is not ideal to terminate QuoteWerks this way, but if the admin has no other options, then at least they have the ability to terminate the running exe. The Misc Access right "NonMasterRightsUser_CanTerminateOthersRunningInstances" can be granted to non Master Rights users to give them this capability. [Build: 1.28]

 113. From the QuoteWerks Login window holding down SHIFT while clicking OK will launch the Logged In Users window where you can see what other users are logged into QuoteWerks. This window will only appear if have entered the correct password for the username. If you have rights to revoke licenses or terminate running instances you can do that from this window. An extra capability of this feature is that if a user is at this login screen and cannot login because there are not enough licenses, an administrator can walk over to this machine, choose their username, enter their password and get access to the Logged In Users window where they can revoke someone else's license. After closing this window, the login window will re-appear for the regular user to then login normally. [Build: 1.28]

 114. Licensing events are now recorded. Certain events are always recorded like license revokings, forced terminations are now recorded, reaching max Primary license count, reaching max Real-time license count, and reaching max QuoteValet license count. Other events like "[] Record failed login attempts", and "[] Record successful login/logoff (includes duration)" can be turned on/off under the Security tab of the Tools->Options menu. You can display the Event Viewer by clicking on the [Event Viewer] button on the Utilities->LoggedInUsers menu. [Build: 1.28]

 115. When a login fails because there are not enough licenses, the Logged In Users window will automatically be displayed. [Build: 1.28]

 116. If you attempt to login using a UserName that is already logged into QuoteWerks, you will be given the option to revoke the license from the other logged in instance so that you can login. [Build: 1.28]

 117. For Autotask users, when creating or updating an Autotask Quote the QuoteWerks Customer PO# now populates the PurchaseOrderNumber field in the Autotask quote. [Build: 1.28]

 118. For ConnectWise 2016.3 and higher users, QuoteWerks recurring products can now be written to a ConnectWise Opportunity Item as a recurring product (utilizing this newer feature in ConnectWise). This feature is only available in the new ConnectWise REST API. It is not available in the older ConnectWise SOAP API, so you must enable the ConnectWise REST API in QuoteWerks setup to use this new feature. [Build: 1.28]

 119. For ConnectWise 2016.3 and higher users, when the ConnectWise REST API is enabled, there is now an option on the REST API tab of the ConnectWise Setup window to "write QuoteWerks SoldToPONumber 'Cust PO#' to ConnectWise Opportunity". [Build: 1.28]

 120. Bundles can now be searched by Begins with, Contains, and Ends with. The last selection is remembered per user. [Build: 1.28]

 121. Configurations can now be searched by Begins with, Contains, and Ends with. The last selection is remembered per user. [Build: 1.28]

 122. When rehosting to SQL you can now specify an existing Database to rehost to. This is useful so that you do not have to supply a SQL server UserID that has the security rights to create databases. [Build: 1.28]

 123. Added new Misc Access rights CannotModifyFieldValue:DI_CustomDate01, CannotModifyFieldValue:DI_CustomDate02, CannotModifyFieldValue:DI_CustomNumber01, CannotModifyFieldValue:DI_CustomNumber02, CannotModifyFieldValue:DI_CustomNumber03, CannotModifyFieldValue:DI_CustomNumber04, CannotModifyFieldValue:DI_CustomNumber05, CannotModifyFieldValue:DI_CustomMemo01, CannotModifyFieldValue:DI_CustomMemo02, CannotModifyFieldValue:DI_InternalPartNumber [Build: 1.28]

 124. For API users, added the events: BeforeSynchronization(sXMLData, bCancel) AND AfterSynchronization(sXMLData) [Build: 1.28]

 125. For API users, the event BeforeSaveDocument(ByVal iSaveAction As Integer, ByRef bCancel as Boolean) now fires for the AutoSave events with an iSaveAction=4. [Build: 1.28]

 126. For API users, added event AfterSaveDocumentEx(ByVal iSaveAction As Integer, ByVal iResult As Integer, ByVal sXMLData As String). This event provides more information than the existing AfterSaveDocument() event. [Build: 1.28]

 127. The creation of user login names is no longer limited by the 8 character user INI file name generation. You used to receive a message like "The User Name specified cannot be added because it conflicts with the {username}.ini file of JLEWE.INI" [Build: 1.28]

 128. Under the [Addons] section of the siteboot.ini file there is a new AutoRunXUsers= key. Here you can specify a comma delimited list of users that you want the addon for. For example the AutoRun1=notepad.exe and the AutoRun1Users=John Lewe, Brian Laufer [Build: 1.28]

 129. For API users, added a series of methods to read/write/delete settings from the new Settings table since the data has been moved out of ini files into the database. Application.SiteSettingRead (sSectionName as String, sKeyName as String) Application.SiteSettingWrite (sSectionName as String, sKeyName as String, sKeyValue as String) Application.SiteSettingDelete (sSectionName as String, sKeyName as String) Application.SystemSettingRead (sSectionName as String, sKeyName as String) Application.SystemSettingWrite (sSectionName as String, sKeyName as String, sKeyValue as String) Application.SystemSettingDelete (sSectionName as String, sKeyName as String) Application.UserSettingRead (sUserName as String, sSectionName as String, sKeyName as String) Application.UserSettingWrite (sUserName as String, sSectionName as String, sKeyName as String, sKeyValue as String) Application.UserSettingDelete (sUserName as String, sSectionName as String, sKeyName as String, sKeyValue as String) [Build: 1.28]