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Version 4.0 Build 51.01 Summary
Version 4.0 Build 51.01 Summary
| 22 New, 13 Fixes, and 2 Miscellaneous features Released on 10/22/2009 View all features/fixes from all builds of version 4.0  Download (88.9 MB) See a video showcasing the new features. | ||
| New Features - Build 51 | ||
| 1. QuickBooks 2010 (USA and Canadian versions) are now supported! | ||
| 2. For MS CRM 4.0 users, the MS CRM integration now supports Multi-Tenancy installations, Internet Facing Deployments (IFD), and Active Directory Impersonation. | ||
| 3. For MS CRM 4.0 users, there is now an option to create quotes in MS CRM that are associated with the MS CRM opportunity. These Quotes are populated with line item detail from the QuoteWerks quote. See a screenshot/video of this feature | ||
| 4. For MS CRM 4.0 users, you can now link to existing MS CRM Opportunities rather than having to use a new MS CRM opportunity created by QuoteWerks. See a screenshot/video of this feature | ||
| 5. For MS CRM 4.0 users, on the Create/update MS CRM Sales Opportunity window, there is now a button that will open the MS CRM Opportunity in MS CRM. See a screenshot/video of this feature | ||
| 6. For MS CRM 4.0 users, on the Create/update Follow up call window, there is now a button that will open the MS CRM follow up call in MS CRM. See a screenshot/video of this feature | ||
| 7. For MS CRM 4.0 users, there is now a button on the SoldTo / ShipTo tab that will open the MS CRM Contact in MS CRM for the SoldTo, ShipTo, or BillTo linked contact. See a screenshot/video of this feature | ||
| 8. For MS CRM 4.0 users, Emails sent from within QuoteWerks (using the built-in QuoteWerks SMTP email or by automating Outlook) are now logged as sent emails in MS CRM history. | ||
| 9. For MS CRM 4.0 users, on the newly redesigned Select Email Address window, there is now a "'Sold To' E-mail Addresses from MS CRM" email list. This will be a list of all email addresses associated with the MS CRM account or contact record that is linked to the Sold To fields in QuoteWerks. If linked to a MS CRM account record, all the email addresses associated with the account and all the email addresses associated with the contacts under this account will be displayed. See a screenshot/video of this feature | ||
| 10. For MS CRM 4.0 users, on the newly redesigned Select Email Address window, there is now a "'Ship To' E-mail Addresses from MS CRM" email list. This will be a list of all email addresses associated with the MS CRM account or contact record that is linked to the Ship To fields in QuoteWerks. If linked to a MS CRM account record, all the email addresses associated with the account and all the email addresses associated with the contacts under this account will be displayed. | ||
| 11. For MS CRM 4.0 users, on the newly redesigned Select Email Address window, there is now a "'Bill To' E-mail Addresses from MS CRM" email list. This will be a list of all email addresses associated with the MS CRM account or contact record that is linked to the Bill To fields in QuoteWerks. If linked to a MS CRM account record, all the email addresses associated with the account and all the email addresses associated with the contacts under this account will be displayed. | ||
| 12. For MS CRM 4.0 users, on the newly redesigned Select Email Address window, there is now an option to "Search MS CRM" for an email address. You can search your entire MS CRM database for an email address, searching by Account, Name, or Phone. See a screenshot/video of this feature | ||
| 13. Re-designed Select Email Address window enables you to specify the TO, CC, and BCC email addresses all at once from the same screen without having to go back to the Send Email window and choose a different recipient type. Also, this window is now resizable. | ||
| 14. New and improved Maximizer 10.0 and 10.5 integration! The improved integration includes: a) Maximizer can now be searched to find Companies, Individuals, or Contacts to pull into the quote. Previously you could only retrieve the currently displayed Maximizer contact. b) QuoteWerks now creates/updates linked documents in Maximizer as embedded documents allowing for them to be synchronized using Maximizer's synchronization. c) The QuoteWerks DataLink feature now retrieves the information from the Maximizer record that the quote is linked to, rather than just the current record. This can be used with Maximizer enabling you to retrieve information like Terms and shipping method from the Maximizer Company, Individual, or Contact (whichever is linked to the quote) into the quote. d) When printing, QuoteWerks can retrieve Contact data from the Maximizer contact that is linked to the quote and include it in the printed output. Previously only data from the current Maximizer record could be used. e) Maximizer Contact data can be retrieved using the F2 Lookup macro of ~Max_Macro() to pull data from the Maximizer contact that is linked to the quote. Previously only data from the current Maximizer record could be used. With these changes, Maximizer versions earlier than 7.0 are no longer supported. | ||
| 15. For GoldMine users, on the newly redesigned Select Email Address window, there is now a "'Sold To' E-mail Addresses from GoldMine" email list. This will be a list of all email addresses associated with the GoldMine contact record that is linked to the Sold To fields in QuoteWerks. | ||
| 16. For GoldMine users, on the newly redesigned Select Email Address window, there is now a "'Ship To' E-mail Addresses from GoldMine" email list. This will be a list of all email addresses associated with the GoldMine contact record that is linked to the Ship To fields in QuoteWerks. | ||
| 17. For GoldMine users, on the newly redesigned Select Email Address window, there is now a "'Bill To' E-mail Addresses from GoldMine" email list. This will be a list of all email addresses associated with the GoldMine contact record that is linked to the Bill To fields in QuoteWerks. | ||
| 18. For GoldMine users, on the newly redesigned Select Email Address window, you can now easily choose email addresses from the GoldMine contact record linked to the Sold To, Ship to, and Bill to contacts respectively. | ||
| 19. In the layout designer when setting background colors, you can now save custom colors in the layout so they will be available to apply to other fields during your editing session, and then next time you edit the layout. | ||
| 20. Using the "Microsoft Text Driver (*.txt; *.csv)" ODBC text driver, you can now link to comma delimited text files as Product Data Sources. This is very useful when you receive product and pricing information from your vendors in a comma delimited text file format. With this new functionality, you can simply link to that text file instead of having to import the data into a database. | ||
| 21. On the Online Ordering window, the last selected Online Vendor is now memorized (per user), so the next time you open this window, it will be remembered. | ||
| 22. On the Layout Designer window, there is now a [Close] button on the toolbar right next to the [Save & Close] button. This button is generally closer to your mouse than the window's close "X" button in the upper right corner. While this change may seem trivial, if you've ever done a lot of layout designing, you'll put a lot less miles on your mouse with this new button. | ||
| Misc Features - Build 51 | ||
| 1. The QuoteWerks Communicator is included in this build. From time to time you may receive messages from Aspire Technologies through this QuoteWerks Communicator. It is a new way for us to keep in touch with our customers. Typically, you will only receive a message from us every two months or so regarding updates. | ||
| 2. When error 53, 339, or 429 is encountered unexpectedly during startup, the user will now be prompted to run the node installation. Typically these types of errors are the result of forgetting to re-run the QuoteWerks node installation on each workstation that uses this QuoteWerks installation after installing an update. | ||
| Fixes - Build 51 | ||
| 1. Issue introduced in Build 49 where ACT! 2006 was not detected as running even though it was. This issue specifically only affected ACT! version 2006. | ||
| 2. The new CannotManuallyModifyCRMRetrievedFieldValue:DH_&SoldToFields functionality only worked with GoldMine. | ||
| 3. In the Layout Designer, holding down the CTRL key while selecting multiple objects no longer resulted in multiple objects being selected. This issue was introduced in the Build 49 update. A workaround was to draw a selection rectangle around the multiple objects which would still select them. | ||
| 4. For GoldMine users, after renaming a document, the message "Searching for existing completed sale record in GoldMine. Please wait..." would remain in the status bar. | ||
| 5. For MS CRM 4.0 users, when running the Merge Remote Documents, and choosing to download the DTF files from MS CRM, some of the files would not be downloaded correctly. The contents of the DTF file would instead contain an MS CRM authentication error message. This issue was related to a port number being specified with the MS CRM server name. | ||
| 6. Issue with attaching Legal Size RTF files as Cover Page, Literature, or Spec Sheets. | ||
| 7. When saving to a file from the Preview window, if you did not specify the file extension for the file name like "preview" and a file existed that had the same name with the default extension (like "preview.pdf"), that file would be overwritten without asking the user for confirmation. | ||
| 8. On the Document Save window, when clicking on the button to change the Project Number, and then clicking on the drop down list, would receive a Syntax error -2147217900 Syntax error (missing operator) if the user did not have Master Rights. | ||
| 9. When exporting purchase orders to Peachtree, items that had an empty vendor part number and an empty manufacturer, the description would start with a "-" and the last character of the description would be cut off. | ||
| 10. refreshing latest prices for items from real-time vendors Accutech Data, Arbitech, Bell Micro, BlueStar, D&H, Dexxxon Digital Storage, Digitek, Printer Essentials, or Supercom, the price would be cleared to zero if the price modifier was empty. | ||
| 11. When the Edit | Cut menu was selected and there was nothing to cut, sometimes a message would say "Nothing to Copy" instead of "Nothing to Cut". | ||
| 12. When changing the description field on the Document Items tab on the Zoom Description window and clicking on the OK button, the change would not be saved. This would only happen if the Zoom Description window was opened by selecting an entire line item, and then selecting the Edit | Zoom Description menu. If the Zoom Description window was opened by double-clicking in the description cell, this issue would not happen. | ||
| 13. After using Outlook as the email client, would receive an error message saying that version 'XXXX' of your contact manager was unrecognized and therefore unsupported. [Service Release: 51.01] | ||
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