407-248-1481
QuoteWerks Update Center
example: QuoteValet "payment option" -deposit
Version 5.6 Build 3.36 Summary
Version 5.6 Build 3.36 Summary
| 56 New, 69 Fixes, and 12 Miscellaneous features Released on 03/24/2021 View all features/fixes from all builds of version 5.6  Download (95.0 MB) See a video showcasing the new features. | ||
| New Features - Build 3 | ||
| 1. HubSpot CRM integration! The integration with HubSpot CRM includes the ability to search for contacts, create/update Deals, and upload quote attachments to HubSpot CRM. DataLink is supported for Contacts, Accounts, Deals and LineItems. The HubSpot CRM Product Database is available on the Product Lookup. You can attach files to the HubSpot CRM Deal 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 HubSpot CRM, and also a link on the Links tab that you can click to view the HubSpot CRM Deal in HubSpot CRM. Additionally, emails sent from QuoteWerks are logged in HubSpot CRM history. QuoteWerks integrates with all editions of HubSpot CRM, however, if you want to integrate with the HubSpot Deal Line Items, then HubSpot Professional edition or higher is required. The Professional or Corporate Edition of QuoteWerks is required to integrate with HubSpot CRM. [Service Release: 3.19] | ||
| 2. ACT! Desktop version 23 is now supported! [Service Release: 3.19] | ||
| 3. ACT! for Web version 23 is now supported! [Service Release: 3.19] | ||
| 4. Added new Tools->View/Edit Item in Product Database menu. You can use this to select a line item on a quote and quickly display the product definition in the Product Database for this item. From there you can just view all the details of the item or you can make changes to it. You can select multiple line items in the quote, and the Edit Item window will be displayed for each selected item, one by one. This new feature enables you to skip so many steps. Previously you would have to open the Product Lookup window, choose the Product Database, type in a search value and click search, then double click on the Item to view it. [Service Release: 3.19] | ||
| 5. When editing a Report Layout in the Report Layout Designer, you can now select the "Save & Preview" toolbar button to preview your changes. Once you close the preview you will be placed back into Report Layout Designer for you to easily make more changes. [Service Release: 3.19] | ||
| 6. On the Edit Report window, the [Save, Close, & Preview] action no longer has to close the Edit Report window, so it has been renamed to [Save & Preview] or [Save & Export] depending upon the report type. This is huge time saver, it lets you make changes and view the output and leaves you in the Edit Report window for you to easily make more changes. [Service Release: 3.19] | ||
| 7. When placing online orders, the QuoteWerks PO Item now records the StandardUnitCost which is populated from realtime pricing. It also records the UnitCost from the QuoteWerks order or the negotiated price override that you enter when placing the electronic order. If the UnitCost does not match the StandardUnitCost, there will be an additional display in the Cost column on the Purchase Orders and Ordered Items tabs of the Purchasing window. It will display, for example, "
$179.83 ($539.49)" on the first line, and "$199.95 ($599.85) STD" on the second line. The number in the parenthesis is the extended Cost, and the second line that has the "STD" postfix indicates this is the standard price. [Service Release: 3.19] | ||
| 8. For MS CRM users, you can now retrieve account level OR contact level DataLink values for a SoldTo, ShipTo, or BillTo contact through QuoteWerks Datalinking. [Service Release: 3.19] | ||
| 9. There is now a [New Line] button on the Edit Required Items window. You can use this to create Required Items that are not from a product database, like comments, headings, etc. [Service Release: 3.19] | ||
| 10. On the Email tab of User Preferences, you can now setup QuoteWerks Web Oauth email options. [Service Release: 3.19] | ||
| 11. For salesforce.com users, you can now specify the backend login url to use. This is helpful for any user that is having problems logging into salesforce with the Salesforce "My Domain" feature enabled. You can specify this url in the Settings Manager, by setting SystemSettings\Contact Managers\SFLoginOverrideURL={your url} [Service Release: 3.19] | ||
| 12. For Product Content Subscribers, the Manufacturer Part Number will be copied to the Windows Clipboard when Double-Clicking on the Manufacturer Part Number below the Product Image on the Etilize View. [Service Release: 3.19] | ||
| 13. For Product Content Subscribers, when performing an Etilize search and returning results from Native Product Sources, the Last Modified date for the item Definition will be displayed. [Service Release: 3.19] | ||
| 14. For TechData, Ingram Micro, SYNNEX, and D&H Online Ordering users, added F2Lookup (including a button) for the End User Email address. This can be a great time saver if you often choose to supply the distributor with your email address rather than the End User's. [Service Release: 3.19] | ||
| 15. When a Master Installation has its database hosted through the QuoteWerks Database hosting subscription, it is now possible for a Remote Site or Remote PC to synchronize with it. [Service Release: 3.19] | ||
| 16. For Arbitech and Westcon users there is now a "Disable" option. This is useful in debugging.
[Service Release: 3.19] | ||
| 17. ConnectWise 2020.4 is now supported! [Service Release: 3.19] | ||
| 18. When running Management Reports with the DocumentItems table, the &Picture field is now available. [Service Release: 3.20] | ||
| 19. For QuoteValet users, all operation initiations now take one second less. [Service Release: 3.22] | ||
| 20. The Select Special search field now supports all visible columns, and lists the fields with their customized name first. [Service Release: 3.22] | ||
| 21. For Zoho and Maximizer Web users, when searching for a contact, the search field is now remembered. [Service Release: 3.22] | ||
| 22. There is now a "View/Edit Item in Product Database" grid toolbar button. This toolbar button can be hidden just like the Tools->View/Edit Item in Product Database menu. [Service Release: 3.22] | ||
| 23. The DepositAmount column will now be displayed in the Open Document window grid. [Service Release: 3.22] | ||
| 24. For QuoteWerks Web users, added new email template macro &DH_&URLToOpenDocumentInQWW. This can be used to include a link in emails (typically for peer review and approval) to open the document in QuoteWerks Web. [Service Release: 3.22] | ||
| 25. The DocumentHeaders->&QuoteValetTotalPaymentsMade field is now available in Management Reports. [Service Release: 3.22] | ||
| 26. On the Edit E-mail signature window, there is now a [Reset to Default] button. [Service Release: 3.22] | ||
| 27. -New: The "Select E-Mail Recipient(s) default list" option on the Email.Defaults tab of the Tools->My Preferences menu has been removed. In the Select Email Address window, the last selected list is now remembered per user and per context of what type of email is being sent. [Service Release: 3.22] | ||
| 28. Added [Export to Clipboard] button in Event Viewer. [Service Release: 3.22] | ||
| 29. For ConnectWise Manage Users, there is a new 'QuoteValet' subtab in the ConnectWise Setup. This setup Tab is located on the main 'Opportunities' Tab. There are new options that control what QuoteValet Links to attach to the ConnectWise Manage Opportunities. There are options for 'Attach QuoteValet EXTERNAL Viewing Link', 'Attach QuoteValet INTERNAL Viewing Link', and 'Attach QuoteValet Sales Rep Facing Page Link'. By default, the option to attach all of the links will be set for backwards compatibility. [Service Release: 3.22] | ||
| 30. For ConnectWise Manage Users that also have a QuoteValet subscription, the QuoteValet Acceptance Package can automatically be uploaded and attached to the ConnectWise Manage Opportunity when the QuoteValet quote is accepted and converted to an Order in QuoteWerks. This setting is on the QuoteValet tab on the ConnectWise Manage setup in QuoteWerks under Opportunities. [Service Release: 3.22] | ||
| 31. For Kaseya BMS Users that also have a QuoteValet subscription, the QuoteValet Acceptance Package can automatically be uploaded and attached to the Kaseya BMS Opportunity when the QuoteValet quote is accepted and converted to an Order in QuoteWerks. This setting is on the QuoteValet tab on the Kaseya BMS setup in QuoteWerks. [Service Release: 3.22] | ||
| 32. For Maximizer CRM users, Maximizer CRM 2021 R1 is now supported. [Service Release: 3.25] | ||
| 33. For HubSpot CRM users, if the contact address is empty, the company address will be used when doing a search on the Lookup window. [Service Release: 3.25] | ||
| 34. For ACT! users, the Opportunity field Name can now be written to ACT! with DataLinking from QuoteWerks. [Service Release: 3.25] | ||
| 35. For ACT! users, the Opportunity Line Item field Name can now be written to ACT! with DataLinking from QuoteWerks. [Service Release: 3.25] | ||
| 36. For Autotask users, the Opportunity fields Rating, Title and Promotion Name can now be written to Autotask with DataLinking from QuoteWerks. [Service Release: 3.25] | ||
| 37. For Autotask users, the Quote Line Item fields Description and Name can now be written to Autotask with DataLinking from QuoteWerks. [Service Release: 3.25] | ||
| 38. For MSCRM users, the Opportunity fields RatingCode, Name and Description can now be written to MSCRM with DataLinking from QuoteWerks. [Service Release: 3.25] | ||
| 39. For MSCRM users, the Quote Line Item field Description can now be written to MSCRM with DataLinking from QuoteWerks. [Service Release: 3.25] | ||
| 40. For Zoho CRM users, the Deal fields NextStep, Title, Description, CampaignSource, Type and LeadSource can now be written to Zoho CRM with DataLinking from QuoteWerks. [Service Release: 3.25] | ||
| 41. For SugarCRM users, the Opportunity fields Name, Type, LeadSource, LikelyCase, NextStep, Campaign and Team can now be written to SugarCRM with DataLinking from QuoteWerks. [Service Release: 3.25] | ||
| 42. For SugarCRM users, the Revenue Line Item fields Name, Type, LeadSource, LikelyCase, NextStep, Campaign and Team can now be written to SugarCRM with DataLinking from QuoteWerks. [Service Release: 3.25] | ||
| 43. In the Paste Special Wizard, if you had set a default CostModifier or default Price modifier for Document Items, if you map a UnitCost or UnitPrice in the Paste Special Wizard, these respective Modifiers will now be cleared. Also if you are importing a line that has both a UnitPrice and a PriceModifer value mapped, the UnitPrice will be used and the PriceModifier will be cleared. Similarly, if you are importing a line that has both a UnitCost and a CostModifer value mapped, the UnitCost will be used and the CostModifier will be cleared.
[Service Release: 3.25] | ||
| 44. ConnectWise 2021.1 is now supported! [Service Release: 3.25] | ||
| 45. The Event Log will now record when a user runs the Product Import Wizard, and will record when the user confirms the option to 'Confirm DELETION of ALL existing products'. The Event Log will now record when a user runs Contact Import Wizard, and will record when the user confirms the option to 'Confirm DELETION of ALL existing contacts'. The Event Log will now record when a user runs Vendor Import Wizard, and will record when the user confirms the option to 'Confirm DELETION of ALL existing vendors'. [Service Release: 3.32] | ||
| 46. For Access backend users, When importing products into an existing product database, a backup is always made of the product database. The backup file name will have the same base name as the product database file but with a .bxx extension. This backup feature now also happens for SQL backend users but is implemented a little differently. The backup is a tab delimited text file backup of the database and will be saved to a file with the same base name as the product database SQL table name like "Products_OurProducts" and will have a .bxx file extension. This is not a replacement for proper full SQL database backups, but rather an extra resource in case accidental changes are applied to a product database. [Service Release: 3.32] | ||
| 47. Kaseya BMS v5.0.0 is now supported!
[Service Release: 3.32] | ||
| 48. For Autotask users, if the contact address is empty, the company address will be used when doing a search on the Lookup window. [Service Release: 3.32] | ||
| 49. For Autotask users, there is a new 'QuoteValet' tab in the Autotask Setup. There are new options that control what QuoteValet Links to attach to the Autotask Opportunities. There are options for 'Attach QuoteValet EXTERNAL Viewing Link', 'Attach QuoteValet INTERNAL Viewing Link', and 'Attach QuoteValet Sales Rep Facing Page Link'. By default, the option to attach all of the links will be set for backwards compatibility. [Service Release: 3.32] | ||
| 50. For Autotask users that also have a QuoteValet subscription, the QuoteValet Acceptance Package can automatically be uploaded and attached to the Autotask Opportunity when the QuoteValet quote is accepted and converted to an Order in QuoteWerks. This setting is on the QuoteValet tab on the Autotask setup in QuoteWerks. [Service Release: 3.32] | ||
| 51. For SugarCRM users, SugarCRM version 11.0 is now supported. [Service Release: 3.32] | ||
| 52. For SugarCRM users, if the contact address is empty, the company address will be used when doing a search on the Lookup window. [Service Release: 3.32] | ||
| 53. For Tech Data customers, using the "Import Tech Data SAP Quote (JSON)" feature, when importing the Tech Data quote that contains Sub Items that are not a "Zero Dollar SKU", will be displayed in the preview and added to the quote in QuoteWerks. [Service Release: 3.32] | ||
| 54. Kaseya BMS v5.1
is now supported! [Service Release: 3.36] | ||
| 55. For Zoho CRM users, quotes can now be created from inside Zoho from a create button. [Service Release: 3.36] | ||
| 56. For salesforce.com users, if the contact address is empty, the account address will be used when doing a search on the Lookup window. [Service Release: 3.36] | ||
| Misc Features - Build 3 | ||
| 1. The Vendor table now has a RecGUID field. [Service Release: 3.19] | ||
| 2. For SugarCRM users, the Product ID Mapping fields were duplicated in the combo dropdown control on the SugarCRM Setup window. [Service Release: 3.19] | ||
| 3. The [Edit Output] button has been removed from the Management Reports window. [Service Release: 3.19] | ||
| 4. Startup time was decreased by optimizing the LoadSchemas process.
[Service Release: 3.19] | ||
| 5. When in demo mode, the sample quote will be automatically opened. [Service Release: 3.22] | ||
| 6. For SugarCRM users, the search textbox is now focused after selecting a search option on the Lookup window. [Service Release: 3.25] | ||
| 7. For HubSpot CRM users, the search textbox is now focused after selecting a search option on the Lookup window. [Service Release: 3.25] | ||
| 8. QuoteWerks was updated with ShareWerks rebranding to ClarityWerks. [Service Release: 3.25] | ||
| 9. The QuoteWerks Demo Sample Quote was updated. [Service Release: 3.26] | ||
| 10. When a Demo/Trial expires, there is now a prompt to request an extension. [Service Release: 3.32] | ||
| 11. The Demo version no longer has a limit on the number of line items, but is still limited to 8 quotes, and a 30 day period. [Service Release: 3.32] | ||
| 12. When a Demo/Trial expires, there is now a prompt to request an extension. [Service Release: 3.32] | ||
| Fixes - Build 3 | ||
| 1. For Zoho CRM users, if an administrator was setting up a user and performed the Zoho [Manage User Access to Zoho] function, then that users authentication would be saved for the currently logged in administrator. [Service Release: 3.19] | ||
| 2. When using the "Copy To" feature on the Sold to / Ship to tab to copy contact details, the CompanyRecID field was not being copied over which would cause problems when integrating with Zoho, salesforce.com, MS CRM and SugarCRM. [Service Release: 3.19] | ||
| 3. For SugarCRM users, some users were receiving a "Nullable object must have a value." error when attempting to create or update an Opportunity. [Service Release: 3.19] | ||
| 4. For QuickBooks Online users in the UK, the Shipping Amount did not have a tax code applied which would cause an error for some users. The following error would be returned "A business validation error has occurred while processing your request Business Validation Error: Please select a tax code for the shipping line.". [Service Release: 3.19] | ||
| 5. For QuickBooks Online users, when creating a Purchase order, the Ship To Contact was not being populated on the PO. [Service Release: 3.19] | ||
| 6. For ConnectWise Manage Users, when creating a purchase order in ConnectWise manage with multiple line items, the following error could be returned: 'The line number '1' already exists [ resource: purchaseOrderLineItem - field: ]". This is a timing issue in the ConnectWise Manage API "/procurement/purchaseorders/{id}/lineitems/count" endpoint. QuoteWerks development has implemented a workaround to address the ConnectWise issue documented in ConnectWise tickets 14460914 and 13694355. If ConnectWise fixes the issue, the workaround will not be used in favor of a proper method. [Service Release: 3.19] | ||
| 7. For ConnectWise Manage Users, when creating a Sales Order in ConnectWise when converting an Opportunity to 'Won', the Sales Order in some cases would not be created even when items were on the ConnectWise Opportunity. This is a timing issue in the ConnectWise Manage API "/procurement/products/count" endpoint. QuoteWerks development has implemented a workaround to address the ConnectWise issue documented in ConnectWise ticket 12798352 that was submitted to ConnectWise in 2019 and is still open. If ConnectWise fixes the issue, the workaround will not be used in favor of a proper method. [Service Release: 3.19] | ||
| 8. For Gmail users, when authenticating with Gmail for Email oAuth, the option to allow authentication was disabled in the browser for some users. [Service Release: 3.19] | ||
| 9. For SugarCRM users, when attempting to create or update an Opportunity and custom Sales Stage items existed, would receive error. [Service Release: 3.19] | ||
| 10. For Tech Data customers, using the "Import Tech Data SAP Quote" feature, when importing the Tech Data quote, the error "Conversion from String "$N/A" to type 'Double' is not valid." could be received in some circumstances and the quote would not be imported into QuoteWerks. [Service Release: 3.19] | ||
| 11. For Zoho users, when saving and using a DataLink to populate the Deal description, users would receive an error. The description field along with many others are restricted fields that can not be updated through Datalinking since QuoteWerks already updates them. [Service Release: 3.19] | ||
| 12. For Autotask users, when using the field &TaxRate in the DataLink and there were multiple tax categories for a tax region, the values were added together. [Service Release: 3.19] | ||
| 13. For SugarCRM users, sales stage was not being set on the Opportunity or Revenue Line Items [Service Release: 3.19] | ||
| 14. For SugarCRM users, the sales stage was disabled for some users on the Create/Update Opportunity window. [Service Release: 3.19] | ||
| 15. On the PO Created window, the PO Number was not displaying if a Ingram Micro, SYNNEX, D&H, or Dell Online order was placed. [Service Release: 3.19] | ||
| 16. When the option for "Warn if document is UNSAVED when printing/emailing." was set, you would not be prompted if you were on the Preview window and choose to Email, Print, or Attach to CRM. [Service Release: 3.19] | ||
| 17. When performing an action, for a document that has never previously been saved, when prompted to save, and choosing to cancel, in certain conditions, it would continue as if you selected NO. [Service Release: 3.19] | ||
| 18. On the Print window, if choosing to email, but then cancelling instead of sending the email, the Print window could close, even if the "Auto-close Print window after a print, preview, peer review, approval, or quotevalet operation." option was set. [Service Release: 3.19] | ||
| 19. The Email Template macro '&DH_LocalTaxRate' was being rasterized as the tax amount with the word "rate" appended to the end. [Service Release: 3.19] | ||
| 20. For Maximizer CRM users, when emailing a quote from QuoteWerks that another user created, a user could receive an error message when the email history note was being created in Maximizer CRM. [Service Release: 3.19] | ||
| 21. For MS CRM users, a change in v5.6 build 2.07 stopped the DataLink from working. [Service Release: 3.19] | ||
| 22. For UPS realtime rates users, UPS changed their server API URL causing error "Error: ErrorCode: Function: GetShippingRateUPS" [Service Release: 3.20] | ||
| 23. In the management reports, for a DocumentItems table, many "&" macro fields were listed as available which should not have been including &LineNumberXXX fields. [Service Release: 3.20] | ||
| 24. When uploading a quote to QuoteValet for Peer Review, if a peer selected some options on the quote while reviewing the quote, then the sales rep opened the quote and changed the options back to the defaults the sales rep wanted the customer to see, when they clicked on File->Print to attempt to re-upload the quote to QuoteValet, the peer's changes would be applied back to the quote, making it impossible for the sales rep to change it back. [Service Release: 3.22] | ||
| 25. From the purchase Orders tab of the Purchasing window, the right click "Email PO..." feature would sometimes cause the html code to appear in the email signature area. [Service Release: 3.22] | ||
| 26. The default E-mail signature html code had a problem in it that would cause rasterizing problems in certain conditions. [Service Release: 3.22] | ||
| 27. In the Event Viewer, clicking on the EventOn column heading to sort, was not sorting correctly. [Service Release: 3.22] | ||
| 28. If 'Check for In-Use Documents' is selected on the Installation tab of the Tools->Options menu, and if a document is opened in QuoteWerks, and takes sufficiently long to fully load the document (slow network, large quote), while the quote was opening and before it has fully loaded, if another user opens the quote at the same time, they could open an editable version of that quote, which can cause duplication issues with Convert to Order and 'Winner take all' issues with saving. [Service Release: 3.22] | ||
| 29. For Amazon Business Online Ordering users, when creating the Online Order, there is now a new "Amazon PO#" field in addition to the QuoteWerks PO Number field. With this, you can leave the QuoteWerks PO number blank (which is allowed if using QuickBooks, and the option to retrieve PO number from the QuickBooks created PO is set), but you will have to fill in the "Amazon PO#". Previously without the distinction of these two different fields, you could not use the QuickBooks PO option to retrieve the PO number from QuickBooks. [Service Release: 3.22] | ||
| 30. When creating a QuoteWerks PO, if you left the QuoteWerks PO Number blank (which is allowed if using QuickBooks, and the option to retrieve PO number from the QuickBooks created PO is set), you might be told that the PONumber '' was already in use. [Service Release: 3.22] | ||
| 31. The Email Template macro '&POI_CustomerPONumber' was being rasterized as the &POI_Customer value with the word "PONumber" appended to the end. [Service Release: 3.22] | ||
| 32. For script users, if there was a script set in the BeforeSaveDocument event, and the auto-save option was enabled, and the auto-save period of time had elapsed and the next user input was to click the [Save] toolbar button, it would result in the document being saved twice causing issues including a duplicate document number in two different documents. [Service Release: 3.22] | ||
| 33. When customizing the Document Items tab columns, any change to the title of columns would not be seen in areas were the column field name was listed with its customized title like in the Find window. Issue was introduced in v5.6 build 1.01. [Service Release: 3.22] | ||
| 34. For Dell Premier Punchout Users, if the CostModifier was set by default in QuoteWerks (Tools->Options), then when importing a Dell configured punchout quote, the Cost in QuoteWerks would use the calculated Cost based on the CostModifier rather than the cost returned from Dell. The CostModifier is now ignored when using Dell Punchout. [Service Release: 3.22] | ||
| 35. For QuoteValet users, in the QuoteValet Dashboard, if the user is in a region that uses the comma as a decimal separator, and if the decimal value of the quote is a non-zero amount (€1.387,00 vs €1.387,21), the value of the quote would be displayed multiplied by 100. If the value of the total has no decimals, then it would display properly. [Service Release: 3.22] | ||
| 36. For ConnectWise Manage users, when saving a new Opportunity to ConnectWise as a Won or Lost Document (skipping a document conversion), the Default Document Status for the "Status' setup in QuoteWerks was not used. This did not affect conversion to an Order or Invoice. [Service Release: 3.22] | ||
| 37. For SugarCRM users, the home number was being used instead of the office phone number when doing a contact search on the Lookup window. [Service Release: 3.25] | ||
| 38. For SugarCRM users, doing a phone lookup search would cause an error if no results were found. [Service Release: 3.25] | ||
| 39. If 'Check for In-Use Documents' is selected on the Installation tab of the Tools->Options menu, when opening a document, if it was determined that there was a dtf file that contained newer information, and needed to update the document in the database, would receive a message that the document was already in use by the logged in user. Issue introduced in v5.6 build 3.22. [Service Release: 3.25] | ||
| 40. In Paste Special, if both the UnitPrice and PriceModifier columns were mapped, the PriceModifier field would not import. Issue introduced in v5.6 build 1.09. [Service Release: 3.25] | ||
| 41. In certain circumstances, the small message status display would stay open. [Service Release: 3.26] | ||
| 42. For SugarCRM users, no account results were found on the Lookup window when 'Also display Account Contacts' was unchecked. [Service Release: 3.32] | ||
| 43. For SugarCRM users, account and contact datalinking in QuoteWerks could return an error in SugarCRM version 6.5. [Service Release: 3.32] | ||
| 44. For SugarCRM users, the expected close date was not being populated when resaving or closing an Opportunity in QuoteWerks. [Service Release: 3.32] | ||
| 45. For Tech Data customers using the "Import Tech Data SAP Quote (JSON)" or "Import Tech Data CCW Quote (JSON)" features, Tech Data made a breaking change to the JSON object which would return a "400: Bad Request" Error.
[Service Release: 3.32] | ||
| 46. When sending an email, if the TO list ended with an errant ";" or "," then the email would not be sent to any of the CC or BCC recipients. [Service Release: 3.32] | ||
| 47. After creating a Manual PO for 'Current Order' in the purchasing window, after you clicked 'Close' on the confirmation window, the Purchasing window would be left behind the main QuoteWerks window. [Service Release: 3.32] | ||
| 48. For SQL backend users, when running a Management Report on a product database would receive an error about the 'PRODUCTS' table was not included in the filter expression. [Service Release: 3.32] | ||
| 49. For HubSpot CRM users, on the Deal window, if the data in a combobox is too wide to display in the combo box, when you click the dropdown list, the drop down list will be wider to allow you to see the full text. [Service Release: 3.36] | ||
| 50. For Zoho CRM users, custom DataLink field names that contained a parenthesis "(" would throw an error when attempting to review or save the value. [Service Release: 3.36] | ||
| 51. For Zoho CRM users, on the Deal window, if the data in a combobox is too wide to display in the combo box, when you click the dropdown list, the drop down list will be wider to allow you to see the full text.
[Service Release: 3.36] | ||
| 52. For salesforce.com users, searching with an apostrophe (') would cause an error on the Lookup window. [Service Release: 3.36] | ||
| 53. For salesforce.com users, if a salesforce.com instance does not support PriceBooks, the setup window would error and not load in QuoteWerks. [Service Release: 3.36] | ||
| 54. For salesforce.com users, the description control was cut off on the Opportunity window if the salesforce.com instance did not support Multiple Currency and Pricebooks. [Service Release: 3.36] | ||
| 55. For salesforce.com users, on the Opportunity window, if the data in a combobox is too wide to display in the combo box, when you click the dropdown list, the drop down list will be wider to allow you to see the full text.
[Service Release: 3.36] | ||
| 56. For MS CRM users, the contact was not being written into an Opportunity. [Service Release: 3.36] | ||
| 57. For MS CRM users, on the Opportunity window, if the data in a combobox is too wide to display in the combo box, when you click the dropdown list, the drop down list will be wider to allow you to see the full text.
[Service Release: 3.36] | ||
| 58. For SugarCRM users, when converting a quote in QuoteWerks, the close date was not using Today's date. [Service Release: 3.36] | ||
| 59. For SugarCRM users, on the Opportunity window, if the data in a combobox is too wide to display in the combo box, when you click the dropdown list, the drop down list will be wider to allow you to see the full text. [Service Release: 3.36] | ||
| 60. For ConnectWise Manage Users, when Converting a Quote to an Order and winning the Opportunity, the QuoteWerks Linked Document in ConnectWise would not be deleted when saving. The end result would be an extra DTF file for the original quote on the Attachments tab on the ConnectWise Manage Opportunity. [Service Release: 3.36] | ||
| 61. For ConnectWise Manage Users, when converting a Quote to an Order and wining the Opportunity, if the "All Items except Agreement" option was selected under Agreement, the error "Error (-2147467261) Value cannot be null. Parameter name: source" would be returned and the Agreement and any other conversions would not be made from the ConnectWise Opportunity like tickets and sales order. [Service Release: 3.36] | ||
| 62. For ConnectWise Manage Users, when saving a Customer PO number greater than 25 characters back to the ConnectWise Opportunity, an error would be returned. The PO Number will now be truncated to 25 characters if it exceeds 25 characters. [Service Release: 3.36] | ||
| 63. When doing a contact import, and trying to import the contact's name, if you mapped the "First Name" and "Last Name" fields, it would work, but not if you mapped the "Contact" mapping. [Service Release: 3.36] | ||
| 64. When copying and then Paste Appending a product from one native product database to another, the InternalPartNumber field would not be paste Appended.
[Service Release: 3.36] | ||
| 65. For MS CRM users, the contact was not being written into the Opportunity. [Service Release: 3.36] | ||
| 66. For HubSpot CRM users, the first 100 existing Deals were being shown on the Create/Update Deal window in QuoteWerks instead of all the Deals that were created by the contact. [Service Release: 3.36] | ||
| 67. For SugarCRM users, non professional versions of SugarCRM would not have the Opportunity window appear when saving an Opportunity in QuoteWerks. [Service Release: 3.36] | ||
| 68. For Autotask users, duplicating a quote and then uploading to QuoteValet would the QuoteValet links in the Autotask opportunity. [Service Release: 3.36] | ||
| 69. For ConnectWise users, duplicating a quote and then uploading to QuoteValet would the QuoteValet links in the ConnectWise opportunity. [Service Release: 3.36] | ||
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