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QuoteWerks Update Center
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Version 23.0 Build 5.13 Summary
Version 23.0 Build 5.13 Summary
| 30 New, 31 Fixes, and 12 Miscellaneous features Released on 07/28/2023 View all features/fixes from all builds of version 23.0  Download (99.6 MB) | ||
| New Features - Build 5 | ||
| 1. Multiple contacts for Vendors! On the Vendors window you can search for a company or contact. You can indicate which contact is the primary contact for the vendor. You can choose options to automatically include this contacts email address as a TO or CC when "Emailing a PO to the vendor" or in a "Vendor RFQ notification". There is an F2Lookup for the Role and Reference fields. Role is a great field to store something like "Billing", "Support", "Sales"," Marketing", etc. When using the "Create PO for each vendor" option from the Print window, the Primary contact for the vendor will be used. Also when exporting a PO to QuickBooks Online the primary contact email address will be used. Support for Vendor with multiple contacts was added in the Data Manager, and Vendor Import Wizard. You can send an email to a vendor contact on the Contacts tab of the Edit Vendor window. The Select Email Address window supports the multiple vendor contacts under the "QuoteWerks Vendors" and "Document" list where it will show all email addresses for contacts for any vendors that have items on the currently open document. There are now two tables that are used to store Vendor information, the Vendors table and the VendorContacts tables. If you created management reports on Vendors and referenced any of the changed fields in either the report filter or the FPC layout designer, you will need to manually make modify these to accommodate the new changes. The following fields were "moved"/renamed from the Vendors table into the VendorContacts table: "[Vendors.SalesRep] to [VendorContacts.ContactName]", "[Vendors.Mobile] to [VendorContacts.PhoneMobile]", "[Vendors.Email] to [VendorContacts.Email]". This feature is included in the Professional and Corporate Editions of QuoteWerks.
Until v23 build 5.00, a Vendor only had one record with combined information for the company and a single contact. To get around this limitation, some customers created duplicate records for vendors with the only difference being the contact name and email/phone number. If you are one of the customers that did this, please contact technical support for assistance on how to merge these records. It will involve running the upgrade, then doing a Data Manager export of the Vendors, then deleting all the Vendors and VendorContacts table records, then pruning the duplicate Vendor Company records in the Data Manager export, then using Data Manager to import the modified data. [Service Release: 5.07] | ||
| 2. GoldMine 2023.3 is now supported! [Service Release: 5.07] | ||
| 3. SugarCRM version 13.1 is now supported! [Service Release: 5.07] | ||
| 4. When printing a Purchase order layout and choosing the option to "Create a PO for each vendor", and choosing to email that PO, when the send email window is displayed, any contacts that you set with the option to include them in a PO email will be in the TO or CC list respectively, and if you click on the address book, you will see a "This Vendor" e-mail list that you can use to see a list of all emails addresses for all contacts at the vendor that the PO is for. [Service Release: 5.07] | ||
| 5. When on the Purchase orders tab of the Purchasing window, when you choose "Email PO", any contacts that you set with the option to include them in a PO email will be in the TO or CC list respectively, and if you click on the address book, you will see a "This Vendor" e-mail list that you can use to see a list of all emails addresses for all contacts at the vendor that the PO is for. [Service Release: 5.07] | ||
| 6. For QuickBooks Desktop Users, if you use QuickBooks as your Contact Manager, there is now a DataLink field for TaxRate. With this you can setup the DataLink to pull the Tax Rate setup in QuickBooks for the selected QuickBooks customer into the TaxRate field on the Sale Info tab of the Quote WorkBook. Also when searching for a QuickBooks contact, the search results will now contain a Tax Item column displaying the Tax Item for the QuickBooks Customer. [Service Release: 5.07] | ||
| 7. The Select Email Address window has been re-designed. The "Manual Recipient" list no longer has the empty Reference column. You can now select multiple contact/email addresses from the CRM search results grid to add to the TO/CC/BCC. Any columns widths customized in the Select Email Address window are now remembered per user. You can now sort the grid columns by clicking on the column headings.
[Service Release: 5.07] | ||
| 8. For Autotask users, Opportunities can now be created that are attached to an Account vs a Contact. [Service Release: 5.07] | ||
| 9. For Autotask users, PartNumber generation support was added under the Opportunities.Quote Products tab of the Autotask Setup window. [Service Release: 5.07] | ||
| 10. For Autotask users, In addition to a static Taxable and Non-taxable code, there is now a Tax Code option of "(Base on Material Code, Tax Category, Tax Region)" and a Tax Region drop down per Autotask Database (Products/Services/Service Bundles/Labor) on the "Product Data Source" tab of the Autotask Setup window. [Service Release: 5.07] | ||
| 11. For Autotask users, when Autotask is set as the Secondary CRM, on the Export Document to Autotask window, when clicking on the [Select Existing] button, the Select Autotask Contact window will appear and a query for the SoldToContact name from the quote will be automatically run. [Service Release: 5.07] | ||
| 12. For Autotask users, when selecting a company to associate with the quote, you will now be prompted to choose which location for the company (if the company has more than one location defined in Autotask). [Service Release: 5.07] | ||
| 13. For Autotask users, vertical scrollbars were added to the "close description" and description textboxes on the Opportunity window. [Service Release: 5.07] | ||
| 14. For Autotask users, when linking to the Autotask Products as a Product Data Source User, you can now include Autotask User Defined Fields [Service Release: 5.07] | ||
| 15. For Autotask users, when linking to the "Autotask products" type Product Data Source, it now includes the following fields: InternalProductID, ExternalProductID, SKU, BillingType, PriceMethod, Serialized, DoesNotRequireProcurement, EligibleForRMA, and DefaultInstalledProductCategoryID. [Service Release: 5.07] | ||
| 16. For Autotask users, the Opportunity Category field was added to the opportunity window. [Service Release: 5.07] | ||
| 17. For Autotask users, a default Opportunity Category can be set for new and existing opportunities under the Opportunities.Defaults tab of the Autotask Setup window. [Service Release: 5.07] | ||
| 18. The "Clear contact" toolbar button on the SoldTo/ShipTo tab is now a split button and supports the options of "Clear Contact Fields and Links to CRM" which is the default original behavior, and also the new option of "Clear Links to CRM only". This is very useful for customers that have switched to a different CRM. With this new feature, they can open the quote, choose the "Clear Links to CRM only" option, and then click on the "Create New Company in Contact Manager" button to create a new company in their new CRM using the company/contact data that is in the quote, and then when saving the quote, you will have the options to create an Opportunity\Deal, create follow up actions, and whatever other features their new CRM integration supports. [Service Release: 5.07] | ||
| 19. When a user removes a Product Data Source, the removal will be logged in the event.log file. [Service Release: 5.07] | ||
| 20. On the Literature tab of the File->Print window there is now a right click "Delete Literature File..." menu. When deleting Literature files this way the deletions will be automatically synced to QuoteWerks Web. Also added a [Delete] button and a new Misc Access right "CannotDeleteLiterature". [Service Release: 5.07] | ||
| 21. On the Literature tab of the File->Print window there is now an [Add] button. When adding a Literature File this way the new file will automatically sync to QuoteWerks Web.
[Service Release: 5.07] | ||
| 22. On the Cover Pages tab of the File->Print window, while a Cover Page is selected in the drop down box, if you press the DEL key it will now delete the Cover Page file. When deleting a Cover Page File this way the deletion will be automatically synced to QuoteWerks Web. Also added a [Delete] button and a new Misc Access right "CannotDeleteCoverPages". [Service Release: 5.07] | ||
| 23. On the Cover Pages tab of the File->Print window, there is now a new [Add] button to use to select a file to copy into the Cover Pages folder. Also added new Misc Access right "CannotAddCoverPages". When adding a cover page this way the new file will automatically sync to QuoteWerks Web. [Service Release: 5.07] | ||
| 24. For GoldMine users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user. [Service Release: 5.07] | ||
| 25. For Act! Desktop users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user. [Service Release: 5.07] | ||
| 26. For Outlook users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user. [Service Release: 5.07] | ||
| 27. For QuickBooks Desktop and QuickBooks Online users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user. [Service Release: 5.07] | ||
| 28. For Peachtree users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user. [Service Release: 5.07] | ||
| 29. For Maximizer Desktop users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user. [Service Release: 5.07] | ||
| 30. Updated D&H warehouses list to Vancouver and Toronto. [Service Release: 5.07] | ||
| Misc Features - Build 5 | ||
| 1. On the Regional tab of the Tools->Options menu added a new "Tax System" option with choices of "USA" and "Canada", in addition to the Country selection. [Service Release: 5.07] | ||
| 2. The Utilities->Check File Versions Menu was removed. This can still be accessed through the Medic Utility (under Utilities->Check File Versions), the icon in the Programs -> QuoteWerks -> Tools & Information menu Windows Start Menu group, or directly by running the checkver.exe file in the \QuoteWerks folder. [Service Release: 5.07] | ||
| 3. For QuickBooks Desktop users on the Sales tax tab of the QuickBooks Setup window, For USA QuickBooks integration, renamed the "I do not charge sales tax in QuickBooks." checkbox to "QuickBooks is setup to charge Sales Tax" [Service Release: 5.07] | ||
| 4. For QuickBooks Desktop users on the Sales tax tab of the QuickBooks Setup window, For Canada QuickBooks integration, renamed the "I do not charge GST or PST tax in QuickBooks." checkbox to "QuickBooks is setup to charge GST/PST tax" [Service Release: 5.07] | ||
| 5. For QuickBooks Desktop users on the Sales tax tab of the QuickBooks Setup window, For UK QuickBooks integration, renamed the "I do not charge VAT tax in QuickBooks." checkbox to "QuickBooks is setup to charge VAT Tax" [Service Release: 5.07] | ||
| 6. Removed the "Base Currency" and "Base Currency Symbol" display fields from the Regional tab of the Tools->Options menu. These simply displayed what the windows machine was configured for rather than how QuoteWerks is configured which caused confusion. [Service Release: 5.07] | ||
| 7. Renamed "QuickBooks Interactive Link" to "QuickBooks Desktop Integration". The old name was a hold-over from when there was an "Import/Export (iif)" and "Interactive" integration. "Import/Export (iif)" support was removed in v4.9 build 10.14. [Service Release: 5.07] | ||
| 8. On the Literature tab of the File->Print window, renamed right click menu "Insert Literature File..." to "Add Literature File...". This feature copies a file into the \Literature folder and locates it in the Literature treeview based on the selected node. [Service Release: 5.07] | ||
| 9. The Contact Lookup window size width and height was increased. [Service Release: 5.07] | ||
| 10. Reduced the height of the Tools->My Preferences window.
[Service Release: 5.07] | ||
| 11. The QuoteWerks Help Documentation system has been improved, now when you click on a topic the URL in the browser address bar now changes to that topic's URL, making it much easier to see what topic you are on and also to copy and share with others. When clicking on the Search button the cursor now defaults to the search text box, so you can start typing the search term right away. The treeview can be easily hidden to make more room for the topic. There are now options under the MORE hamburger icon for Larger/Smaller text, and Printable version. [Service Release: 5.10] | ||
| 12. For QuoteValet and Act Desktop users, when opening a quote that was uploaded to QuoteValet, if the GrandTotal of the document was different in the database than QuoteValet (because the customer changed options), this would trigger an update of the Act! Opportunity if one exists. Now, if there was no SoldToOpportunityRecIID then initializing the Act! integration is skipped resulting in a time savings. [Service Release: 5.10] | ||
| Fixes - Build 5 | ||
| 1. For Scansource Real-time Users, Scansource made a change to their API regarding the DealID. [Service Release: 5.07] | ||
| 2. For Autotask users, if a quote was uploaded to QuoteValet and a customer accepted the quote and chose to convert the Quote to an Order and there was no existing opportunity for this quote and the Opportunity Completion Mode was set to NeverComplete, the Opportunity window was being displayed and should not have been displayed. [Service Release: 5.07] | ||
| 3. For ACT! Desktop users, if a quote was uploaded to QuoteValet and a customer accepted the quote and chose to convert the Quote to an Order and there was no existing opportunity for this quote and the Opportunity Completion Mode was set to NeverComplete, the Opportunity window was being displayed and should not have been displayed. [Service Release: 5.07] | ||
| 4. For ACT! for Web users, if a quote was uploaded to QuoteValet and a customer accepted the quote and chose to convert the Quote to an Order and there was no existing opportunity for this quote and the Opportunity Completion Mode was set to NeverComplete, the Opportunity window was being displayed and should not have been displayed. [Service Release: 5.07] | ||
| 5. For Hubspot CRM users, if a quote was uploaded to QuoteValet and a customer accepted the quote and chose to convert the Quote to an Order and there was no existing opportunity for this quote and the Opportunity Completion Mode was set to NeverComplete, the Opportunity window was being displayed and should not have been displayed. [Service Release: 5.07] | ||
| 6. For SugarCRM users, if a quote was uploaded to QuoteValet and a customer accepted the quote and chose to convert the Quote to an Order and there was no existing opportunity for this quote and the Opportunity Completion Mode was set to NeverComplete, the Opportunity window was being displayed and should not have been displayed. [Service Release: 5.07] | ||
| 7. For Maximizer web users, if a quote was uploaded to QuoteValet and a customer accepted the quote and chose to convert the Quote to an Order and there was no existing opportunity for this quote and the Opportunity Completion Mode was set to NeverComplete, the Opportunity window was being displayed and should not have been displayed. [Service Release: 5.07] | ||
| 8. For MS CRM users, if a quote was uploaded to QuoteValet and a customer accepted the quote and chose to convert the Quote to an Order and there was no existing opportunity for this quote and the Opportunity Completion Mode was set to NeverComplete, the Opportunity window was being displayed and should not have been displayed. [Service Release: 5.07] | ||
| 9. For salesforce.com users, if a quote was uploaded to QuoteValet and a customer accepted the quote and chose to convert the Quote to an Order and there was no existing opportunity for this quote and the Opportunity Completion Mode was set to NeverComplete, the Opportunity window was being displayed and should not have been displayed. [Service Release: 5.07] | ||
| 10. For Zoho CRM users, if a quote was uploaded to QuoteValet and a customer accepted the quote and chose to convert the Quote to an Order and there was no existing opportunity for this quote and the Opportunity Completion Mode was set to NeverComplete, the Opportunity window was being displayed and should not have been displayed. [Service Release: 5.07] | ||
| 11. On the Zoom window the text library and text box panels were reversed. [Service Release: 5.07] | ||
| 12. For Zoho CRM users, stages on the deal window are now sorted by the way they appear on the Zoho CRM website. [Service Release: 5.07] | ||
| 13. For Act for Web users, the contact's business address was not being used before selecting an account address. [Service Release: 5.07] | ||
| 14. For ConnectWise PSA users, when linking to an existing Service Ticket, the Site Name from the original ticket would not be populated leaving it blank when QuoteWerks saved to the existing ConnectWise PSA Service Ticket. [Service Release: 5.07] | ||
| 15. For HubSpot CRM users, when converting an order, users were receiving an attachment error. [Service Release: 5.07] | ||
| 16. When copying a line item from the Document Items tab of the Quote WorkBook, and using the right click Append Paste menu on the Product Lookup window to add it to a Product database, Category, and CustomText15 through CustomText20 were not pasted in. [Service Release: 5.07] | ||
| 17. For Hubspot users, when selecting to link to an existing deal, the existing contacts for the existing deal prior to the link were being removed. [Service Release: 5.07] | ||
| 18. For Autotask users, the account->classification datalink was not returning the name value. [Service Release: 5.07] | ||
| 19. For Autotask users, when creating a new contact, if the country field was populated in QuoteWerks, it was being ignored and the default country for the Autotask instance was being used. It will now use the value in the country field that was populated in QuoteWerks. The country in QuoteWerks must match exactly to the country in Autotask. If no match is found, the default country for the Autotask instance will be used. [Service Release: 5.07] | ||
| 20. On the Utilities->License Manager window, if a subscription was expired, and the sales team turned the subscription back on, the old tooltip text with the error details would remain unless the window was closed and re-opened. Also, if a monthly subscription is canceled for a future date, it will display the future date. [Service Release: 5.07] | ||
| 21. For Autotask users, searching for labor roles in the Product Lookup would show non-taxable roles as taxable. [Service Release: 5.07] | ||
| 22. When setting up the Oauth email connection, users of GoDaddy hosted Office 365 would receive a "Your Browser is a Bit Unusual" error. [Service Release: 5.07] | ||
| 23. For Microsoft Live users, errors sending emails when using Microsoft Live integration have been resolved. [Service Release: 5.07] | ||
| 24. When using the Configurator and using the [Find other item] button, when you click on the [Finish] button would receive an error. [Service Release: 5.08] | ||
| 25. For Zoho CRM users, all of the contacts were not being returned for a company when performing a Lookup search. [Service Release: 5.08] | ||
| 26. For Autotask users, setting a Tax Code to Non-taxable on the Autotask Setup Product Data Source tab would save the value as Taxable. [Service Release: 5.09] | ||
| 27. For API Users, when using the ItemFunctions.LineItemSetValue to set a text field value, the value would be set, but would not be displayed in the grid. [Service Release: 5.09] | ||
| 28. By design a new quote starts with a blank item, since there must be at least one item on the quote. A flag is set so that the next item added will replace it. This behavior was not happening when deleting the last item in the quote which actually just clears it and sets a flag is set so that the next item added will replace it. [Service Release: 5.09] | ||
| 29. For QuickBooks Desktop users, when exporting to QuickBooks, would receive error "Error: The QuickBooks Sales Tax item name has not been specified in the QuickBooks Integration setup. Please complete this setup by selecting the [Setup] button from the Tools->Export to QuickBooks menu. Export cancelled." if in your setup you choose the option for "Use Default tax item for all Estimates/Invoices." AND chose not to "Set above default, but Prompt for selection." [Service Release: 5.10] | ||
| 30. For Autotask users, when selecting a contact with multiple locations from the Lookup Autotask contact window, inactive company locations were being shown. [Service Release: 5.13] | ||
| 31. For Non-USA QuickBooks Desktop users would incorrectly receive error about "Error: The QuickBooks Sales Tax item name has not been specified in the QuickBooks Integration setup." [Service Release: 5.13] | ||
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