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QuoteWerks Update Center

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Version 25.0 Build 1.29 Summary

46 New, 49 Fixes, and 3 Miscellaneous features Released on 11/21/2024 View all features/fixes from all builds of version 25.0 Download (128.4 MB)
New Features - Build 1
	1. HaloPSA integration official release! The integration with HaloPSA includes the ability to search for clients, Users, create/update Opportunities, create/update Quotes and upload quote attachments to HaloPSA. Recurring Items are supported. DataLink is supported for Clients, Users, Opportunities, Quotes, LineItems, and incldues the ability to retrieve the aggregate Sales Tax Rate from HaloPSA. The HaloPSA Product Database is available as a Product Data Source. You can attach files to the HaloPSA Opportunity from the PDF Preview window, the Links tab, and the Print window. There is a button on the SoldTo/ShipTo tab to display the SoldToContact, ShipToContact, or BillToContact in HaloPSA, a link on the Links tab that you can click to view the HaloPSA Opportunity in HaloPSA, also there is a link on the tab to view the HaloPSA Quote in HaloPSA. Additionally, emails sent from QuoteWerks are logged in the HaloPSA Opportunity Progress tab. The Corporate Edition of QuoteWerks is required to integrate with HaloPSA. [Service Release: 1.01]
	2. For Ingram Micro users in the USA and Canada, the Online Ordering integration has been rewritten using JSON rather than XML. We've done this in part because Ingram is sunsetting the XML API at the end of 2024, and also because the new JSON API offers some much better functionality addressing long standing issues. This updated integration functionality includes (1) In the XML API for Ingram Micro, Order Types could not be combined (such as orders that required end user information and those that did not). They can now be combined ensuring an ordering process. (2) Requesting current Pricing and Availability (P&A) from the Online Order form is significantly faster. (3) When entering Pricing Override notes on a PO Item, the notes will be remembered if P&A is requested again. (4) The Online Order Form is now resizable. The XML API is no longer supported in QuoteWerks, so you will be required to obtain JSON oAuth credentials from Ingram Micro if you do not already have them (https://developer.ingrammicro.com) and enter them in QuoteWerks in order to continue placing Online Orders with Ingram Micro. [Service Release: 1.01]
	3. SugarCRM 14.2 is now supported! [Service Release: 1.01]
	4. Customers can now self service their payment details for their QuoteWerks subscriptions through QuoteWerks Desktop and through QuoteWerks Web. In QuoteWerks Desktop, on the License Manager window, there is now an [Edit Account Payment Details] button with a tooltip of "Manage your subscription payment details". You can use this to update or delete your credit card used for your monthly or annual subscriptions. Users with Master Rights will have access to this and also users who have been granted the Misc Access right of"CanModifyAccountPaymentMethods'. In QuoteWerks Web this Payment Center can be accessed through the upper right hamburger menu, Account->Payment Details. Additionally, when your recurring subscription payments are processed, when you receive the billing email about the declined card, there will be a link to follow to easily update your payment details. [Service Release: 1.01]
	5. For QuoteValet users that collect credit card payments, Clover has been added to the list of supported payment gateways. [Service Release: 1.01]
	6. On the SoldTo/ShipTo/BillTo tab there is now a new hamburger toolbar drop down menu button with the option to "Display in Google Maps" to display the address in Google Maps. [Service Release: 1.01]
	7. Paste Contact from Windows Clipboard! You can now copy a selection of text including Company Name, Contact Name, Address, Phone and Email into the Windows Clipboard and then Paste it into the Sold To/ Ship to/ Bill to fields using the new [Paste Contact from Clipboard] toolbar button. Different text formats are supported. Can be a single line address like "4901 Vineland Rd, Suite 205, Orlando, FL 32819 USA". Can also be something like: 4901 Vineland Rd, Suite 205, Orlando, FL 32819 USA Phone: 407-248-1481 Email: sales@quotewerks.com or multiple lines like Aspire Technologies, Inc John Lewe 4901 Vineland Rd Suite 205 Orlando, FL 32819 USA Phone: 407-248-1481 Email: sales@quotewerks.com Address, Phone, Email fields will always be replaced with what is in the clipboard. The Company and Contact fields in the quote will only be replaced with clipboard data if there are values for these two fields. The Title field will always be cleared. [Service Release: 1.01]
	8. For Autotask users, Opportunities can now be linked to a Project on the Create/Update Opportunity window. [Service Release: 1.02]
	9. For HaloPSA users, when a user is part of multiple sites, the Select Site Location window will now default to the site shown on the Lookup contact window. [Service Release: 1.02]
	10. For HaloPSA users, you can now map the QuoteWerks Item Type to the HaloPSA Product Group. This option can be found on the HaloPSA Setup under the Product Group Mapping section. [Service Release: 1.02]
	11. For HaloPSA users, you can now decide if you want to pass over individual group items for grouped bundles. The option is located on the HaloPSA Setup under the Opportunity section. [Service Release: 1.02]
	12. For HaloPSA users, the StateProvince can now be mapped to an Address Line. [Service Release: 1.02]
	13. On the Document Items grid, when typing or pasting data into the ManufacturerPartNumber or VendorPartNumber or InternalPartNumber fields, any preceding or trailing line feeds or spaces in the data will be removed. Helpful when you have selected and copied data from another source and accidentally selected a little above and below the text without noticing. [Service Release: 1.04]
	14. When using the Paste Special wizard, when pasting data into the ManufacturerPartNumber or VendorPartNumber or InternalPartNumber fields, any preceding or trailing line feeds or spaces in the data will be removed. Helpful when you have selected and copied data from another source and accidentally selected a little above and below the text without noticing. [Service Release: 1.04]
	15. When importing products using the Product Import Wizard, when importing data into the ManufacturerPartNumber or VendorPartNumber fields or InternalPartNumber, any preceding or trailing line feeds or spaces in the data will be removed. Helpful when your source data for some reason has errant spaces in it. [Service Release: 1.04]
	16. On the Edit Product window, for the ManufacturerPartNumber and VendorPartNumber and InternalPartNumber fields, any preceding or trailing line feeds or spaces will be removed. [Service Release: 1.04]
	17. For QuickBooks Online users, when exporting to QuickBooks online, QuoteWerks will now detect preceding and/or trailing spaces in the Part Number being sent to QuickBooks. QuoteWerks will notify you of this and remove these errant characters. The best solution is to rectify this 'Bad' data within QuoteWerks prior to export, otherwise you will continue to receive this message and may run into other issues. [Service Release: 1.04]
	18. For ConnectWise PSA users, when creating a Sales Opportunity in ConnectWise when winning an Opportunity, there is now an option to write a field from QuoteWerks into the Sales Order Notes field in ConnectWise. This setting is configured in the QuoteWerks ConnectWise PSA Integration Setup. Opportunity Notes, already had the ability to map via the QuoteWerks DataLink. [Service Release: 1.04]
	19. For HaloPSA users, the agent list on the quote window is now sorted alphabetically. [Service Release: 1.06]
	20. For HaloPSA users, Unassigned is now the default for the opportunity. [Service Release: 1.06]
	21. For HaloPSA users, when creating quote items, the manufacturer is now mapped. [Service Release: 1.06]
	22. For HaloPSA users, when creating quote items, taxable is now mapped. [Service Release: 1.06]
	23. For HubSpot CRM users, you can now find contacts that are associated with multiple companies. This setting can be enabled in the HubSpot Setup under 'Search Associated Companies when doing Contact Lookup'. [Service Release: 1.08]
	24. On the Vendor Price Comparison window, when hovering over the Price cell, the tooltip will now show the vendor part # being used and also will show Additional Vendor Part #s. This is useful since the distributors can have more than one part number for a Manufacturer Part number, for example, they sometimes have a Latin America variant part number. Also, since there can be multiple part numbers, the part number used for the pricing lookup could be different than the one used in the comparison window, now they both use the same vendor part number. [Service Release: 1.11]
	25. For Act! for Web users, there is now an option "When creating CRM records, set the Owner to" on the Act! for Web Setup window that let's you choose "QuoteWerks Logged In User (mapped to Act! for Web UserName)" or "QuoteWerks Sales Rep (mapped to Act! for Web UserName)". Make sure to setup the QuoteWerks UserName mapping by using the "Act! for Web UserName Mappings" button. This feature is really useful when you have one person that prepares quotes for a sales rep, so the preparer is logged into QuoteWerks and Act! for Web, but you want to create opportunities and schedule calls for the Sales Rep, not the Preparer. [Service Release: 1.13]
	26. For Act! for Web users, you can now set the Record Manager on the Opportunity window. This will default to the user based off the new user mapping feature. [Service Release: 1.13]
	27. For Act! for Web users, you can now set the Scheduled For on the Activity window. This will default to the user based off the new user mapping feature. [Service Release: 1.13]
	28. Autotask 2025 is now supported! [Service Release: 1.18]
	29. When looking up a contact in the built-in QuoteWerks Contact Database, there is now an [Edit Contact] button that will let you directly edit the contact details without having to first edit the company and then edit the contact from that window. There is also an "Edit Contact..." right click menu. The [Edit Company] and [New Company] buttons now specify "Company". [Service Release: 1.18]
	30. When looking up a contact in the built-in QuoteWerks Contact Database, there is now a "Clone Contact..." right click menu. [Service Release: 1.18]
	31. For ConnectWise PSA users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing sales opportunity, prompt to create a won opportunity." [Service Release: 1.20]
	32. Added the following destination fields for DataLink mappings: SoldToAddress1, SoldToCity, SoldToState, SoldToPostalCode, SoldToCountry, SoldToPhone, SoldToPhoneExt, SoldToMobile, SoldToFaxExt, SoldToEmail, SoldToTitle. [Service Release: 1.20]
	33. For HaloPSA users, the Opportunity can be linked to a Client or User. [Service Release: 1.22]
	34. For HaloPSA users, the vendor is now mapped when creating new items. [Service Release: 1.22]
	35. For HaloPSA users, you can now map the SKU to a variety of QuoteWerks fields. [Service Release: 1.22]
	36. For HaloPSA users, Quote attachments can now be saved on the Opportunity or Quote. [Service Release: 1.22]
	37. For HaloPSA users, the jobtitle DataLink was added for Users. [Service Release: 1.22]
	38. For HaloPSA users, a Quote Sales Order can be created when an Opportunity is won. [Service Release: 1.22]
	39. For HaloPSA users, the SoldTo Purchase Order number will now be shown on the Quote window when creating a new Quote. [Service Release: 1.22]
	40. For HaloPSA users, Description and CustomMemo fields were added as options for the HaloPSA Item# Mapping. [Service Release: 1.22]
	41. For Autotask users, speed improvements were made for the Contact DataLinking and Contact Lookups. [Service Release: 1.23]
	42. There is now a button next to the Part Number field in the Edit Grouped Bundle window. When you click it, it will replace the part Number field with the next numerical sequence. It will start with 1. In the Settings Manager, you can set SystemSettings\System\GroupedBundleNextPartNumberSequence key with a value like 1001 to change what the next sequence number will be. Always set this number to one less than the number you want to start with. [Service Release: 1.26]
	43. On Misc tab of Tools->Options menu, added new Bundle Type default for Simple or Grouped. [Service Release: 1.26]
	44. On the Edit Product window, the CustomMemo fields on the Custom Memo tab now have vertical scrollbars. [Service Release: 1.26]
	45. For Vendor RFQ users, there is now a [Vendor RFQ Email Template Setup] button on the new "Vendor RFQ" tab under Tools->Options. With this you can customize the email templates that Vendor RFQ uses when sending emails. [Service Release: 1.29]
	46. Added Customer Tax code default on the Documents.General tab under the Tools->Options menu. [Service Release: 1.29]
Misc Features - Build 1
	1. For group member line items, the ExtendedPrice field in the DocumentItems table has always been further extended by the grouped bundle quantity. Now, the SalesTax field will be further extended the same way. [Service Release: 1.01]
	2. For Act! for Web users, the Automatic Links on the Links tab, including the ability to go to an Act contact in Act (Pop Contact) are no longer supported by Act for Web. [Service Release: 1.25]
	3. For Ingram Micro users, when requesting quotes from Ingram Micro, you will receive a more user friendly message when there are no Active Quotes available from Ingram Micro for your Ingram Customer Number. [Service Release: 1.25]
Fixes - Build 1
	1. For GMail users, received error Error Retrieving Auth Code from Google: [GMAIL_ReturnAccessAndRefreshToken] 'UserGuid' node must contain a value. [Service Release: 1.01]
	2. When doing an Etilize Search and had the option to show other external Product Data Sources in the Product Sourcing panel would receive an error about CRMX. [Service Release: 1.02]
	3. For ConnectWise PSA Users configured as a secondary CRM, would receive errors when sending Purchase Orders to ConnectWise. The ConnectWise Contact would not be found. [Service Release: 1.04]
	4. For Etilize users, issue searching for a part number that contained a "/" character. [Service Release: 1.04]
	5. For Autotask users, when set as the secondary contact manager, the account and contact names were showing the main contact manager names on the Opportunity window. [Service Release: 1.04]
	6. For Autotask users, when set as the secondary contact manager, users would receive a conversion from string error. [Service Release: 1.04]
	7. For Autotask users, when using the multiple database search feature on the product lookup window, adding an item will result in an empty line item. [Service Release: 1.04]
	8. For HaloPSA users, when using the multiple database search feature on the product lookup window, adding an item will result in an empty line item. [Service Release: 1.04]
	9. When using the Etilize Compare feature, if a part was NOT found in the Etilize query, but found in the Aspire Part Locator would receive an error about empty xml. You can only use the Etilize Compare feature with items that are found in Etilize. [Service Release: 1.04]
	10. For HaloPSA users, when creating quote items, new items did not have the cost and price set. [Service Release: 1.06]
	11. On the Document Items tab grid, any data in the CustomMemo01 field would be cleared for a Section Header, SubTotal or Running Subtotal line type. [Service Release: 1.06]
	12. For Amazon Business customers, when testing the Amazon Business Connection, would incorrectly received a "Amazon Business API Authentication: Failure" error. [Service Release: 1.06]
	13. For Ingram Micro users, when placing an online order with a price override, the override special bid number was not sent to Ingram Micro. [Service Release: 1.06]
	14. For ConnectWise PSA users, when QuoteWerks is creating a new Company/Contact in ConnectWise, if the default Phone Communication Method of 'Direct' was removed in ConnectWise, the contact would be created without the phone number and the following error would be returned 'Communication Type Direct not found [ resource: contact - field: communicationItems/1/type]' [Service Release: 1.08]
	15. For Autotask users, if a project was being linked to an opportunity, the project id was not also being set on the quote. The would cause the "Activate proposal project from quote" checkbox to be disabled on the Won Opportunity Wizard. [Service Release: 1.08]
	16. For Autotask users, projects that were not proposal type were being shown on the opportunity window. [Service Release: 1.08]
	17. For Autotask users, projects were able to be changed on the opportunity window once set. [Service Release: 1.08]
	18. For Ingram Micro Online Order Users using Price Override / Special Bid Pricing, the Ingram Micro default price was being sent back to the QuoteWerks rather than the Special Price. [Service Release: 1.08]
	19. On the Open Document window, when using the [Export to Windows Clipboard] button, if the column data had a line feed character in it, the data would not paste correctly in Microsoft Excel. [Service Release: 1.08]
	20. For Act for Web! users, not having any opportunity close reasons would cause an object reference error when attempting to create an opportunity. [Service Release: 1.11]
	21. For HubSpot CRM users, doing a contact lookup search could cause an object reference error. [Service Release: 1.11]
	22. For HubSpot CRM users, not all associated companies were being shown when doing a contact lookup search. [Service Release: 1.11]
	23. For HubSpot CRM users, when creating a HubSpot CRM company and contact through Quotewerks, the contact would not be linked with the company. [Service Release: 1.11]
	24. For Autotask users, users would receive an Error (13) Type mismatch when attempting to save a Quote. [Service Release: 1.11]
	25. For HubSpot CRM users, when attempting to attach a file to the CRM from the Deliver -> Preview window, an error message will appear if you only have a contact associated with the quote. [Service Release: 1.13]
	26. For HubSpot CRM users, the company was not being displayed on the lookup window if 'Search Associated Companies when doing Contact Lookup' was unchecked. [Service Release: 1.13]
	27. For ZohoCRM users, when attempting to attach a file to the CRM from the Deliver -> Preview window, an error message will appear if you only have a contact associated with the quote. [Service Release: 1.13]
	28. For Autotask users, only the first 1000 locations were being used on the Select Address SoldTo window. [Service Release: 1.18]
	29. For ConnectWise PSA users on ConnectWise Version 2025.1, would receive 'Could not find member 'dateEntered' on object of type 'CatalogItem' when creating a new Product in ConnectWise. This was a change in the update made by ConnectWise. [Service Release: 1.18]
	30. When editing User Preferences from the User Maintenance window, when clicking on ony of the [Select Picture], Views tab [Customize Columns], View tab [Document Items] buttons would receive error like "PreloadCache UserName 'Test User' does not match Logged In user 'Administrator'" [Service Release: 1.18]
	31. When a modal prompt (YES/NO/CANCEL) appeared while the status display was on screen, the prompt would be partially hidden behind it. [Service Release: 1.18]
	32. When rehosting to SQL would receive run-time error '91': Object variable or With block variable not set. This issue was introduced in build 1.14. [Service Release: 1.20]
	33. If the Ingram Micro setup only had JSON credentials entered, Ingram Micro would not appear as a Realtime source in the Price Comparison feature. [Service Release: 1.20]
	34. For HaloPSA users, the manufacturer was being incorrectly mapped to the vendor. [Service Release: 1.22]
	35. For HaloPSA users, the logged in QuoteWerks user was not being correctly mapped to the HaloPSA user when 'QuoteWerks Logged In User' was selected on the HaloPSA Setup window. [Service Release: 1.22]
	36. On the Print window, When choosing a Purchase Order layout, and choosing to Email the PO, the Email CC from the user's Tools->My Preference was not being included in the CC box. [Service Release: 1.22]
	37. For Autotask users, setting the Opportunity window status to 'Not Ready To Buy' would cause an error message. [Service Release: 1.23]
	38. For users that use both QuoteWerks Desktop and QuoteWerks Web together, the feature to auto-synchronize print layout edits between Desktop and Web was not working correctly with certain regional date formats. [Service Release: 1.23]
	39. For Ingram Micro users, when checking on the status of an Online Order, could receive the following message: "Unknown VendorLineStatus 'OPEN ORDER' in IngramMicroLineStatusConvertToStandard()" [Service Release: 1.23]
	40. On the Edit Contact window of the built-in QuoteWerks Contact Database, double clicking in a custom field did not bring up the F2Lookup. [Service Release: 1.23]
	41. For Autotask users, when loading an Autotask database from the product lookup window, a RecordsetSetDateValueRaw error could appear. [Service Release: 1.25]
	42. For Ingram Micro Users, when placing an Online Order and specifying a warehouse location, the order submission would fail with the following message: "Activity output data validation error. The output data from activity [Mapper-OrderCreateRequest] in process [ordercreate_v2_0.module.Impulse.OrderCreateImpulse], module [OrderCreate_v2_0.module] does not conform to the activity output schema. cvc-simple-type.?: The initial value for element 'branchNumber' is not valid with respect to the simple type definition '{anonymous}'." [Service Release: 1.25]
	43. For HaloPSA users, the purchase order field from QuoteWerks was not being used if the existing HaloPSA quote purchase order field was blank. [Service Release: 1.25]
	44. For Autotask users, setting the Opportunity probability to 0 would not change the probability value in Autotask. [Service Release: 1.25]
	45. For Zoho CRM users, Zoho Quote line items were not matching the line item sequence in QuoteWerks. [Service Release: 1.25]
	46. For Zoho CRM users, when doing a Name lookup search, the contact name was not showing on company records. [Service Release: 1.25]
	47. When logged in as User A and editing the User Preferences for User B, would receive "Error in GetUserDoubleVar:AutoRecoverEnabled, PreloadCache UserName 'xxxxx' does not match Logged In user 'xxxxx'!" when the running instance timer period would trigger. [Service Release: 1.29]
	48. For customers using the Canadian Sales Tax System, when adding a percent discount line below a subtotal line, discounts to the tax values were not being applied. [Service Release: 1.29]
	49. When creating a PDF from HTML file (such as when creating a Purchase Order from the Purchasing Window or saving a Spec Sheet from the Etilize Panel), a temporary file needed to be created and removed. This could be in a file path that the Windows User did not have access to. The User's Windows Temp folder will now be used. [Service Release: 1.29]

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