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QuoteWerks Update Center
example: QuoteValet "payment option" -deposit
Version 4.0 Build 1.10 Summary
Version 4.0 Build 1.10 Summary
| 33 New, 37 Fixes, and 2 Miscellaneous features Released on 11/27/2023 View all features/fixes from all builds of version 4.0  Download (117.0 MB) | ||
| New Features - Build 1 | ||
| 1. Act! For Web 25.100 is now supported! [Service Release: 1.01] | ||
| 2. Goldmine 2023.4 is now supported! [Service Release: 1.01] | ||
| 3. SugarCRM version 13.2 is now supported! [Service Release: 1.01] | ||
| 4. Sage 50 Accounting 2024 (Peachtree) is now supported! [Service Release: 1.01] | ||
| 5. QuickBooks Desktop USA version 2024 is now supported! [Service Release: 1.01] | ||
| 6. USA Address verification is now supported. On the SoldTo/ShipTo tab of the Quote WorkBook there is now a button to verify and standardize the address using the US Postal Service database. On the Sales Tax tab of the Real-time Setup window there is the option "Show/Display USA address verification icon" to hide this feature if not wanted. The option is useful if you live in a country besides the USA like Canada. You may still ship and do business with customers in the USA, you can use this option to benefit from USA address verification even though your company is not located in the USA. On the Misc.General(more) tab of the Users Preferences window there is a "Address Verification Mode" option with the choices of "Manual" and "Auto Verify USA Address on Address selection". When an address is verified, it is logged in the document transaction log. The Realtime Module and current UMP is required for this feature. [Service Release: 1.01] | ||
| 7. The USA Sales Tax Rate Lookup in the Real-Time module has been improved. Now the the feature will verify the address against the USPS database, and refine the Postal Code to be a Zip+4 postal code (taking into account the street number and name). With this pinpointed Zip+4 Postal Code the Sales Tax Rates for that specific Zip+4 location will be retrieved. On the Sales Tax tab of the Real-time Setup window there is the option "Base Sales Tax on the Address From" to choose which address controls the sales tax rate. The standard is for the Ship To address to determine the tax rate locality. On the Misc.General(more) tab of the Users Preferences window there is a "Sales Tax Lookup Mode" option with the choices of "Manual", "Auto Verify USA Address and Retrieve Sales tax info on Address selection", and "Display Realtime USA Sales Tax Lookup window on Address selection". You can also click on the "Lookup tax rate" button next to the Tax Rate field on the Sale Info tab of the Quote Workbook, this will display a window that will let you choose to use the address verification and see the details of the Tax Information for the Zip+4 Postal Code. When a realtime Sales Tax is applied to the document, it is logged in the document transaction log. The Realtime Module and current UMP is required for this feature. [Service Release: 1.01] See a screenshot/video of this feature | ||
| 8. Whole document spell check. Pressing the F7 key while in a text box will display the traditional spell check dialog. Choosing the Tools->Spelling menu (or CTRL-F7) will run the Whole Document Spell Check wizard. A wizard will be displayed that presents each field one by one indicating misspelled words with a red squiggly line underneath it. When done correcting the spelling, you can click the [Next] button to move to the next field. There is also a [Previous] button to go back if needed, or [Close] to stop. If you choose to [Ignore All], that word will be ignored in all the remaining fields checked. If a field is empty or there are no spelling errors, or the user does not have rights to modify the field, it will be skipped. The Whole Document Spellcheck can include fields on the Quote WorkBook tabs, and also line item columns for each line item. You can customize the list of fields that are included under the Spelling tab of the Tools->My Preferences menu. [Service Release: 1.01] | ||
| 9. You can now spell check individual cells on the Document Items tab grid by pressing F7 while in the cell. [Service Release: 1.01] | ||
| 10. QuoteWerks Web now supports SSO login. QuoteWerks Desktop user setup was updated to reflect this. [Service Release: 1.01] | ||
| 11. The Product Content Subscription now has PartLocator support for Arbitech in the USA. We've negotiated an arrangement with Arbitech to host their product data so as to provide our mutual customers with the best experience possible. [Service Release: 1.01] | ||
| 12. The Product Content Subscription now has PartLocator support for Accutech Data in the USA. We've negotiated an arrangement with Accutech Data to host their product data so as to provide our mutual customers with the best experience possible. [Service Release: 1.01] | ||
| 13. On the Product Lookup window, the Etilize keyword search box now has a drop-down list of your most 20 recent searches. [Service Release: 1.01] | ||
| 14. For the Deposit Amount, there is now an option to include the Sales Tax in the deposit amount when selecting the "TOTALING: Add up multiple matching line items in the document" or "Percent of a line item in the document" options. Defaults for this can be specified on the Documents tab of the Tools->Options menu. [Service Release: 1.01] | ||
| 15. For the Deposit Amount, there is now an option to "Include Shipping Amount (including Sales Tax) in Deposit Required". [Service Release: 1.01] | ||
| 16. The Summary line "TOTALING: Add up multiple matching line items in the document" option now has the option to "Include Sales Tax" [Service Release: 1.01] | ||
| 17. On the Custom Tab of Quote WorkBook, the fields CustomMemo01, CustomMemo02, CustomMemo03, and CustomMemo04 now have vertical scrollbars. [Service Release: 1.01] | ||
| 18. On the QuoteValet Upload window, next to the [Reminder Options] button is an indicator that displays how many reminders are set. [Service Release: 1.01] See a screenshot/video of this feature | ||
| 19. The QuoteValet Auto-Reminders window now has [Select All] and [De-Select All] buttons [Service Release: 1.01] See a screenshot/video of this feature | ||
| 20. Under the Tools->Options menu on the Print tab added options of "Include Percent Charge lines on Sales Orders" and "Include Percent Discount lines on Sales Orders" and "Include Group Header lines on Sales Orders". [Service Release: 1.01] | ||
| 21. For ConnectWise PSA users, QuoteWerks now supports up to 6 ConnectWise PSA Tax levels when using the DataLink to retrieve the tax rate from ConnectWise PSA. Previously, QuoteWerks only supported the first 5 levels. Note: The ConnectWise PSA API as of October 2023 only supports 6 Tax Levels. The ConnectWise UI allows administrators to create more than 6, however. [Service Release: 1.01] | ||
| 22. You can now select multiple bundles at the same time to delete. [Service Release: 1.02] | ||
| 23. For SugarCRM users, significant speed improvements were made across all API calls. [Service Release: 1.03] | ||
| 24. You can now specify company wide Spell Check words to Ignore. In the Settings Manager, you can set SystemSettings\System\SpellCheckCompanyCustomDictionaryData key with a list of words to ignore, with each word being on its own line, so separated by CRLF.
[Service Release: 1.03] | ||
| 25. For Autotask users, the shipping description will now map over for shipping items on an Autotask quote. The shipping description can also be manually set. This new feature is located on Autotask Setup window -> Opportunities->Quote Products->Shipping section. [Service Release: 1.06] | ||
| 26. For Hubspot CRM users, if two words are entered when doing a Name search on the Lookup window, a match with the first word for the first name and the second word for the last name will be used. [Service Release: 1.06] | ||
| 27. For Zoho CRM users, product lookup can now show up to 10,000 records. [Service Release: 1.06] | ||
| 28. Act! For Web 25.2 is now supported! [Service Release: 1.08] | ||
| 29. Autotask 2024 is now supported! [Service Release: 1.08] | ||
| 30. SugarCRM 13.3 is now supported! [Service Release: 1.08] | ||
| 31. ConnectWise 2024.1 is now supported! [Service Release: 1.08] | ||
| 32. Goldmine version 2024.1 is now supported! [Service Release: 1.09] | ||
| 33. ConnectWise 2024.2 is now supported! [Service Release: 1.09] | ||
| Misc Features - Build 1 | ||
| 1. QuoteWerks no longer supports "S" type Etilize Annual Subscription License Keys (which expire and need to be replaced annually). Starting with v24 QuoteWerks requires an Etilize Subscription using a Tenant Account. [Service Release: 1.01] | ||
| 2. New method implemented for saving line items resulting in significant speed increases. [Service Release: 1.01] | ||
| Fixes - Build 1 | ||
| 1. The "QuoteWerks Web Multi-Factor Authentication method" options did not list the recently added "Authenticator" and "DUO". [Service Release: 1.01] | ||
| 2. If you have a C, J, or F primary License Key a tenant account based Real-time Module subscription would not be recognized. [Service Release: 1.01] | ||
| 3. For Maximizer Desktop users, when doing a search on the Contact Lookup window no columns would be displayed. This issue was introduced in v23 Build 5.00. [Service Release: 1.01] | ||
| 4. For API users, the qw.dll backend dll, when calling the .getfieldvalue("?") method would receive "Runtime error 94: Invalid Use of Null". This issue was introduced in v23 Build 1.00 [Service Release: 1.01] | ||
| 5. When importing values for the F2 Lookup, after the import, the list was reloaded without having been cleared first. [Service Release: 1.01] | ||
| 6. The Line Numbering options on the Print tab of the Tools->Options menu were not working. [Service Release: 1.01] | ||
| 7. For ConnectWise PSA users, QuoteWerks was not updating existing ConnectWise Activities. A new Activity would be created each time. [Service Release: 1.01] | ||
| 8. Since v23 build 2, when the Bundles window was re-designed, the ability to select multiple bundles at the same time to add to the quote was mistakenly removed. [Service Release: 1.01] | ||
| 9. On the Edit Product window the Cost/Price/List fields and the Foreign Cost/Price/List fields were not getting not getting truncated to the "Number Decimal Places Unit" setting on the Misc tab of Tools->Options menu. [Service Release: 1.01] | ||
| 10. When using Refresh with Latest pricing, and the item was based on Customer Based or Volume pricing, the resulting calculated UnitPrice was not getting truncated to the "Number Decimal Places Unit" setting on the Misc tab of Tools->Options menu. [Service Release: 1.01] | ||
| 11. For Autotask users, when searching for a contact, the sold/ship/bill will only populate with the company address despite the contact having a different address. [Service Release: 1.01] | ||
| 12. For Autotask users, text over 50 characters was being truncated when saving the Autotask Product Name. [Service Release: 1.01] | ||
| 13. When using the F2Lookup field through the setup window of Act Desktop, Autotask, Hubspot, MSCRM, Salesforce, SugarCRM, or Zoho: Editing a F2 Lookup field without using a QuoteWerks skin would cause an error. Editing a F2 Lookup field description would cause the error "The Lookup value name already exists in the list." Pressing the Delete button on the F2 Lookup window would close the window. Updating an existing field description would not update the value in the database. [Service Release: 1.01] | ||
| 14. Word document merging was not displaying text fields. [Service Release: 1.02] | ||
| 15. For API users, the qw.dll backend dll, when calling the .getfieldvalue("?") method would receive "An invalid Time Zone '', was encountered in ReturnTimeZoneOffsetFromUTCInMinutes". [Service Release: 1.02] | ||
| 16. When clicking on OK under Tools->My Preferences would receive error "Run-time error '91': Object variable or With block variable not set". [Service Release: 1.02] | ||
| 17. The GetSaveFile dialog Folder MRU now has a limit of saving the last 10 folders used. [Service Release: 1.02] | ||
| 18. For Autotask users, error when trying to edit the value of a description in the F2Lookup when editing the list in the Autotask Setup. [Service Release: 1.03] | ||
| 19. When saving a quote if the length of the data being saved was larger than the database field supports, would receive an error instead of being truncated. This was a result of the new line item saving method introduced in v24 Build 1. [Service Release: 1.03] | ||
| 20. When try to use an Amazon business pricing product from the Product Lookup window, would receive Type mistmatch error. [Service Release: 1.03] | ||
| 21. For Spell checking all Mixed case words were being ignored. [Service Release: 1.03] | ||
| 22. Error subscript out of range when clicking on the [Group Properties] button on the Edit bundle window. [Service Release: 1.04] | ||
| 23. When adding a bundle by double clicking on the list of bundles, QuoteWerks sometimes would quit unexpectedly. [Service Release: 1.04] | ||
| 24. For SugarCRM users, when trying to retrieve a datalink value would return Error: "FieldName" not found! [Service Release: 1.05] | ||
| 25. For Zoho CRM users, doing a contact lookup search ending in "\" would cause an error. [Service Release: 1.06] | ||
| 26. For Zoho CRM users, doing a contact lookup search with the word in parentheses would not return the result. [Service Release: 1.06] | ||
| 27. For Zoho CRM users, if more than 2000 results were found, a LIMIT_REACHED error would be shown. [Service Release: 1.06] | ||
| 28. For Zoho CRM users, doing a product lookup search with "Begins with" would cause an error. [Service Release: 1.06] | ||
| 29. For Zoho CRM users, doing a product lookup search on the Description field with "Contains" would return all the records. [Service Release: 1.06] | ||
| 30. CRM Login credentials would be removed for the current session, after using the SpellCheck feature. [Service Release: 1.06] | ||
| 31. Ignoring all words when spell checking an email would display a partially complete message instead of a complete message. [Service Release: 1.06] | ||
| 32. On the Purchase Orders tab of the Purchasing window, if you right clicked on a PO and select 'E-Mail PO Status to Customer(s)', the default template for this email contains macros for the &DH_DocNo and &DH_SoldToPONumber in the email's subject, however both rendered as "n/a". [Service Release: 1.06] | ||
| 33. On the Show Logged in users, when users were logged into QuoteWerks Web, the information would not be displayed correctly on this window. [Service Release: 1.08] | ||
| 34. On the User properties window, the "QuoteWerks Web Login (selected in QWW UI)" frame on the Login tab was not display the information correctly. [Service Release: 1.08] | ||
| 35. For Zoho CRM users, some users were receiving "invalid query formed" errors when using the Zoho CRM Product Lookup. [Service Release: 1.10] | ||
| 36. For SugarCRM users, some custom Lost and Won Opportunity Stages were not showing for users. [Service Release: 1.10] | ||
| 37. Spell Check was not correcting a misspelled word after pressing the change button. [Service Release: 1.10] | ||
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