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QuoteWerks Update Center
example: QuoteValet "payment option" -deposit
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466 Search results for ConnectWise
Version: 24.0 Build: 2.04 Release Date: 04/17/2024 Type: Fix View All Features in Build
When double byte characters were encountered in various CRM product data sources would result in error like "Error in RecordsetSetTextValue for field 'Description'
Error (-2147217887) Multiple-step operation generated errors. Check each status value.".
, Zoho
QuickBooks Desktop, QuickBooks Online, salesforce, Peachtree, ConnectWise, Autotask, Kaseya BMS, Amazon Product ContentVersion: 24.0 Build: 2.04 Release Date: 04/17/2024 Type: New View All Features in Build
For ConnectWise PSA Users, there is now a setup option that enables the QuoteWerks Admin to require fields when creating/Updating a ConnectWise PSA Opportunity. The fields that can be made mandatory are Opportunity Type, Description, Source, and Campaign. The ConnectWise Opportunity will not be able to be created/updated until the specified fields have data entered. The Required Fields can be specified on the Connectwise Setup->Opportunities Tab->Required Fields Sub Tab.
Version: 24.0 Build: 1.09 Release Date: 01/26/2024 Type: New View All Features in Build
ConnectWise 2024.2 is now supported!Version: 24.0 Build: 1.08 Release Date: 01/19/2024 Type: New View All Features in Build
ConnectWise 2024.1 is now supported!Version: 24.0 Build: 1.01 Release Date: 11/30/2023 Type: Fix View All Features in Build
For ConnectWise PSA users, QuoteWerks was not updating existing ConnectWise Activities. A new Activity would be created each time.Version: 24.0 Build: 1.01 Release Date: 11/30/2023 Type: New View All Features in Build
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.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: Fix View All Features in Build
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.Version: 23.0 Build: 2.09 Release Date: 04/13/2023 Type: Fix View All Features in Build
Addressed an issue with the Date/Time format for users with a Microsoft SQL 2019 and newer backend when integrating with ConnectWise PSA (formerly Manage), Kaseya BMS, Act! for Web, and QuickBooks Online.Version: 23.0 Build: 2.01 Release Date: 03/03/2023 Type: New View All Features in Build
For ConnectWise and Autotask users, now that there are two CRMs supported for the Secondary CRM feature, the Tools->Export to ConnectWise menu has been renamed to Tools->Export to Secondary CRM. Also the setup for this Secondary CRM feature is now located on the Contacts->Setup Contact Manager window.Version: 5.7 Build: 4.11 Release Date: 09/21/2022 Type: New View All Features in Build
ConnectWise 2022.2 is now supported!Version: 23.0 Build: 1.03 Release Date: 11/28/2022 Type: Fix View All Features in Build
For ConnectWise Manage users, when exporting a QuoteWerks Purchase Order to ConnectWise Manage with a PO number longer than 11 characters, a warning would appear saying that it is too long for ConnectWise Manage.
Version: 23.0 Build: 1.03 Release Date: 11/28/2022 Type: New View All Features in Build
QuoteWerks Web now has a Setup->CRM Integrations area and the ability to completely setup the ConnectWise integration from within QuoteWerks Web. Also there is a Setup->Users area which has a full implementation of the user maintenance; you can add, edit and delete users, complete with all the security settings. QuoteWerks Web now has support for multifactor authentication including support for top Authenticator Apps (Google, Microsoft, etc.) and also Duo Push verification via the Duo Mobile App. QuoteWerks Web can also now run Reports with the Export option.Version: 5.7 Build: 4.04 Release Date: 08/08/2022 Type: New View All Features in Build
ConnectWise 2022.1 is now supported!Version: 5.7 Build: 3.16 Release Date: 06/22/2022 Type: Fix View All Features in Build
For ConnectWise users, after clicking on the setup button and closing the setup window, the status message of "Initializing qwDB..." would remain.Version: 5.7 Build: 3.16 Release Date: 06/22/2022 Type: Fix View All Features in Build
For QuickBooks Online, ConnectWise Manage, and Kaseya BMS customers rehosted to Microsoft SQL that turned off TLS 1.0 and TLS 1.1 support on their SQL Server, and use only TLS 1.2, the database connection would sometimes be slow and/or timeout when integratingVersion: 5.7 Build: 3.16 Release Date: 06/22/2022 Type: New View All Features in Build
For ConnectWise Manage users, when converting from Quote to Order if you are using ConnectWise Manage as a Secondary CRM, and on the Settings tab of the ConnectWise Setup, the "Display Export to ConnectWise window on each Save" option is set, the Export to ConnectWise window will now appear after the conversion to order.Version: 5.7 Build: 2.36 Release Date: 03/25/2022 Type: New View All Features in Build
For ConnectWise users, product lookup searches that return lots of results are now significantly faster.Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: New View All Features in Build
ConnectWise 2021.3 is now supported!Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: Fix View All Features in Build
For ConnectWise Manage Users exporting QuoteWerks Purchase Orders to ConnectWise Manage 2021.3, an error similar to "'The line number '1' already exists [ resource: purchaseOrderLineItem - field: ]" would be returned with more than One PO Line Item. This is due to a page count and Line item count issue in ConnectWise Manage (the ConnectWise Line Item issue documented in ConnectWise tickets 14460914 and 13694355). QuoteWerks development is using a workaround to enable Purchase Orders to be sent from QuoteWerks to ConnectWise Manage. This workaround will work for ConnectWise Manage 2021.3 users and higher.Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: Fix View All Features in Build
For ConnectWise Manage users, while searching for a ConnectWise Manage company/contact in QuoteWerks, if a ConnectWise Manage company was deleted and was not removed from the ConnectWise Manage 'Recycle Bin', the company would still be retuned in the search results.Version: 5.7 Build: 1.08 Release Date: 12/23/2021 Type: New View All Features in Build
For ConnectWise Manage users, there is a new option when configuring the QuoteWerks integration to ConnectWise to determine what the taxable status of a group header will be when sent to ConnectWise. The taxable status can be fixed as taxable, not-taxable, or calculated based on if any group member is taxable or not. With the last option, if any group member is taxable, the group header will be taxable. If no group members are taxable, the group header will not be taxable. This option is configured on the Bundles sub-tab of the Products Tab on the ConnectWise Manage Setup.Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: Fix View All Features in Build
For ConnectWise Manage Users, When creating/updating a ConnectWise Opportunity and writing forecast lines (not product items) with the "Include Revenue in Total Forecast" unchecked, the "Include Revenue" checkbox would still be checked on the ConnectWise Opportunity.Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: Fix View All Features in Build
For ConnectWise Manage Users, when saving a new Order/Invoice (not via a document conversion), the Win Opportunity options were not appearing when creating/linking to an existing Opportunity.Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: Fix View All Features in Build
For ConnectWise Manage users, when creating/updating a ConnectWise Service Ticket, Project Boards would be visible when selecting a Service Board. Project Boards will no longer be visible when creating/updating Service Tickets.Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: Misc View All Features in Build
For ConnectWise Manage users, in the ConnectWise Manage Integration Setup in QuoteWerks, blank options were added for Status Notifications and Defaults for Service Tickets. This will enable the user to select a blank option to clear the default that was previously set.Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: New View All Features in Build
For ConnectWise Manage users, when writing Recurring Forecast Lines or Products to the ConnectWise Opportunity, if the Start and End Dates are not specified, there is now a setup option to default the dates to be "one month" or "one year" from the Opportunity Close Date. The previous behavior would set the recurring end date to be one year from the Opportunity Close Date. This option is useful because ConnectWise Manage takes the value of the contract (ie 12 months * price) when setting the value of the opportunity line item which inflates the value of the opportunity at a glance.Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: New View All Features in Build
ConnectWise 2021.2 is now supported!Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: Fix View All Features in Build
For ConnectWise Manage users, when QuoteWerks was creating a Contact in ConnectWise and the ConnectWise Manage field used for "Mobile Phone" could not be determined, the contact creation would fail. If there is not a Communication Type in ConnectWise Manage as a "phone type" named "Cell" or "Mobile", the mobile field filled out in QuoteWerks will not be sent to ConnectWise Manage when creating a new contact. This fix will work for ConnectWise Manage v2020.1 and higher.Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: New View All Features in Build
For ConnectWise Manage users, when retrieving recurring products from ConnectWise Manage, there is a new setup option to choose if the First Payment should be included in the Document Totals. In the QuoteWerks ConnectWise Manage setup, this option is found by navigating to the Product Tab and then to the Product List sub-tab. There check box is named "First Payment Included in Document Totals for Recurring Products".Version: 5.6 Build: 3.25 Release Date: 04/19/2021 Type: New View All Features in Build
ConnectWise 2021.1 is now supported!Version: 5.6 Build: 3.36 Release Date: 05/27/2021 Type: Fix View All Features in Build
For ConnectWise users, duplicating a quote and then uploading to QuoteValet would the QuoteValet links in the ConnectWise opportunity.Version: 5.6 Build: 3.36 Release Date: 05/27/2021 Type: Fix View All Features in Build
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.Version: 5.6 Build: 3.36 Release Date: 05/27/2021 Type: Fix View All Features in Build
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.Version: 5.6 Build: 3.36 Release Date: 05/27/2021 Type: Fix View All Features in Build
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.Version: 5.6 Build: 3.22 Release Date: 04/08/2021 Type: Fix View All Features in Build
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.Version: 5.6 Build: 3.22 Release Date: 04/08/2021 Type: New View All Features in Build
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.Version: 5.6 Build: 3.22 Release Date: 04/08/2021 Type: New View All Features in Build
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.Version: 5.6 Build: 3.19 Release Date: 03/24/2021 Type: New View All Features in Build
ConnectWise 2020.4 is now supported!Version: 5.6 Build: 3.19 Release Date: 03/24/2021 Type: Fix View All Features in Build
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.Version: 5.6 Build: 3.19 Release Date: 03/24/2021 Type: Fix View All Features in Build
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.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: Misc View All Features in Build
When an order type document is open in QuoteWerks and you open the Purchasing window, the "Currently Open Order" scope will be set in the filter on the Purchasing tab. When this is set, and the [Place Online Order->Create PO] button is clicked, the PONumber for the online order would default to, for example, POAAAO1244, where "AAAO1244" was the document number that is currently open. Now, it will default to being empty. This change makes this now consistent with the behaviour when selecting items from multiple order documents where the PONumber starts out blank and then you press the [...] button to obtain the next PONumber. Under the Utilities->Vendor Maintenance when editing a vendor you can specify a "Vendor PO Prefix/suffix" field. It can be a maximum of 3 characters, so for "Tech Data" you can specify "TD" and then the auto generated next po number for a Tech Data online order would be, for example, 20-1534TD. If QuoteWerks is configured to export purchase orders to QuickBooks, Peachtree, or ConnectWise, this same PO number will be used when creating the purchase order in the accounting software. You will want to reset the unique numeric sequence each year and this can be done on the Installation tab of the Tools->Options menu. The short nature of the PO number format takes into account that QuickBooks has a very small 11 character max po number and Ingram Micro being the next at 18 characters.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: New View All Features in Build
For ConnectWise Manage Users, there are new options on the ConnectWise Setup Window to include all Document Attachments and include all Notes from the Opportunity when converting a ConnectWise Opportunity to a ConnectWise Service Ticket. This does not affect creating one off Service Tickets in ConnectWise.Version: 5.6 Build: 1.09 Release Date: 01/04/2021 Type: Fix View All Features in Build
For ConnectWise Manage Users, in the ConnectWise Manage Setup, the Default Taxable Status for Products could be blank. Depending on the configuration, the user may or may not have had the blank drop down. This resolves the issue.Version: 5.6 Build: 1 Release Date: 11/11/2020 Type: Fix View All Features in Build
For ConnectWise Manage users, in the ConnectWise Manage Setup within QuoteWerks, the Item Type Mappings for Map Bundle "IsPhasedProject" would incorrectly set the 'Is Serialized' Mapping in the setup and the 'IsPhasedProject' mappings would not be saved.Version: 5.6 Build: 1 Release Date: 11/11/2020 Type: Fix View All Features in Build
For ConnectWise Manage Users, when using the QuoteLink to bring the ConnectWise Opportunity with Line Items into QuoteWerks, if the mapped QuoteWerks field to match to the ConnectWise Product ID was the ManufacturerPartNumber, the imported product would incorrectly have the ConnectWise Manufacturer Part Number rather than the Product ID. This would cause issues when writing back to ConnectWise. The Manufacturer Part Number in QuoteWerks for these instances will now have the Product ID.Version: 5.6 Build: 1 Release Date: 11/11/2020 Type: Misc View All Features in Build
For ConnectWise Manage users with ConnectWise Manage 2020.3 and higher, clicking on the [Test] Button on the ConnectWise Manage Setup in QuoteWerks for the Credentials would return a false negative for 'Cannot Access ConnectWise Report Names'. This relates to ConnectWise ticket#13866467. If this issue is encountered, QuoteWerks will query ConnectWise Manage for a list of entities that the API user does not have access to.Version: 5.6 Build: 1 Release Date: 11/11/2020 Type: New View All Features in Build
For ConnectWise Manage Users in Canada, there is a new mapping on the ConnectWise Setup Window for Taxable Products in the ConnectWise Manage Product Catalog. The mapping enables a taxable item to be set as PST Only, GST Only, or Both GST and PST. For users outside of Canada, the only option is 'Y' for taxable.Version: 5.6 Build: 1 Release Date: 11/11/2020 Type: New View All Features in Build
For ConnectWise Manage users, you can now re-export Purchase Orders to ConnectWise Manage. On the Purchase Orders tab of the Purchase window, right click on a Purchase Order and choose "Re-Export PO to 'ConnectWise'".Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: Fix View All Features in Build
For ConnectWise Manage users, when using the ConnectWise Catalog items as a product source in QuoteWerks, if the ConnectWise item had non-ascii characters (funky characters), the product would not be usable by QuoteWerks.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: Fix View All Features in Build
For ConnectWise Manage Users, when exporting a Purchase Order to ConnectWise Manage, if the PO Number already exists in ConnectWise, you will be prompted to change the PO Number or cancel the export of the Purchase Order to ConnectWise Manage.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: Misc View All Features in Build
For ConnectWise Manage Users, on the ConnectWise Manage Setup window in QuoteWerks, there is a new 'Service Tickets & Projects' tab. The Service Ticket and Project related settings from the 'Settings' Tab have been moved to this new tab.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: New View All Features in Build
For ConnectWise Manage Users, on the ConnectWise Manage Setup in QuoteWerks, under the 'Purchasing' section, a label will now display if the instance of ConnectWise Manage has the Purchasing Module enabled. This is helpful because if you do not have the ConnectWise Manage Purchasing Module, you will not be able to create purchase orders in ConnectWise Manage.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: New View All Features in Build
For ConnectWise Manage users, there is a new option in the ConnectWise Manage Setup in QuoteWerks 'Rename ConnectWise Opportunity When QuoteWerks Document is Renamed'. When this option is enabled, whenever the document in QuoteWerks is renamed, the Opportunity in ConnectWise Manage will also be renamed.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: New View All Features in Build
For ConnectWise Manage Users, the QuoteWerks PreparedBy Field can now be mapped to the ConnectWise Inside Sales Rep field when Creating/updating a ConnectWise Manage Opportunity. There is an option to enable/disable this functionality in the ConnectWise Setup in QuoteWerks.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: New View All Features in Build
For ConnectWise Manage Users, in the ConnectWise Manage Setup in QuoteWerks, when on a Mapping Window, lists of the mappings can now be copied to the Windows Clipboard. If you double click on the left column header, you will be prompted if you want to copy the mapped pairs to the clipboard. If you double click on the right column header, you will be prompted if you want to copy all of the available mappings to the clipboard. Copying the available mappings to the clipboard is helpful, because you can use this data to import into F2 Lookup values including the ItemType in QuoteWerks.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: New View All Features in Build
For ConnectWise Manage Users, when QuoteWerks creates a new catalog item (product) in ConnectWise Manage, the Vendor and Vendor Name will now be populated if populated in the QuoteWerks line item. This feature is available in ConnectWise Manage 2020.1 and higher.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: New View All Features in Build
For ConnectWise Manage users, on the ConnectWise Manage setup window, there is an option to set the 'Status' for new purchase orders created by QuoteWerks in ConnectWise Manage. If the setting is left blank, the default status in ConnectWise will be used. If no Default is setup in ConnectWise, 'New' will be set as the PO Status.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: New View All Features in Build
For ConnectWise Manage Users, in the ConnectWise Manage Settings in QuoteWerks, you can default the Source when QuoteWerks Creates a new ConnectWise Service Ticket. If the setting is left blank, the default Source in ConnectWise Manage will be used when creating a Service Ticket. When creating the Service Ticket, there is a drop down for the Source that can still be manually changed.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: New View All Features in Build
ConnectWise 2020.3 is now supported!Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: Fix View All Features in Build
For ConnectWise Manager users, when creating a ConnectWise Manage Service Ticket during a document conversion in QuoteWerks, if the user selected the cancel button, a Service Ticket would still be created in some instances.Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: Fix View All Features in Build
For ConnectWise Manager users, when receiving an item against an existing ConnectWise Manage PO, if the Tracking Number information in QuoteWerks was greater than 50 characters, an error would be displayed stating 'The field trackingNumber must be a string with a maximum length of 50.' The Item would not be received in Connectwise Manage.Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: Fix View All Features in Build
For ConnectWise Manage users, when converting a ConnectWise Opportunity Item to a Service Ticket, the Service Ticket would not be available in the Auto-Links on the Links Tab of the Quote Workbook if the Opportunity Item had a Class of 'Service'. This occurred because Service Products do not appear as a Product on the Service Ticket.Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: Fix View All Features in Build
For ConnectWise Mange users, the 'Defaults for Empty Part Numbers' Setting in the ConnectWise Manage Setup in QuoteWerks for 'Product Line Default Product ID' was being ignored and a default part number of 'QWGeneralProduct' was always used or a message was displayed stating that there was a line on the document without a partnumber mapping.Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: Fix View All Features in Build
For ConnectWise Manage Users, when Converting a Quote to an Order, the original Quote DTF file would be deleted. This behavior did not match the other CRM integrations. The original quote DTF is now preserved.Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: Fix View All Features in Build
For ConnectWise Manage Users, when duplicating a document in QuoteWerks, the Address ID for the selected contacts would not be preserved. This would reset the Address ID to the default Address for the contact.Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: Fix View All Features in Build
For ConnectWise Manage Users, when creating a recurring forecast in ConnectWise Manage, there would sometimes be an issue with determining that the Start date was before the Expected Close Date of the Opportunity when this was not the case.Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: New View All Features in Build
For ConnectWise Manage Users, when adding Group/Bundle Members to a ConnectWise Manage Bundle, if the items had a Vendor or Vendor Part Number set in QuoteWerks, it will now be set in ConnectWise Manage as well.Version: 5.5 Build: 3.07 Release Date: 04/01/2020 Type: New View All Features in Build
ConnectWise 2020.2 is now supported!Version: 5.5 Build: 3.07 Release Date: 04/01/2020 Type: New View All Features in Build
ConnectWise 2020.1 is now supported!Version: 5.5 Build: 3.07 Release Date: 04/01/2020 Type: Fix View All Features in Build
For Salesforce, QuickBooks, Peachtree, ConnectWise, Autotask, and Zoho users, the default cost modifier was being applied to the product from these external sources when adding a product through the Product Lookup window.Version: 5.5 Build: 3.04 Release Date: 03/10/2020 Type: Fix View All Features in Build
For ConnectWise Manage users, ConnectWise made an unannounced change mid-release to the Opportunity API. This resolves the "Could not find member 'isoCode' on object of type 'CurrencyReference'." error received when updating an existing ConnectWise Manage Opportunity. This was introduced in ConnectWise Manage v2020.1.70556.Version: 5.5 Build: 2.01 Release Date: 01/08/2020 Type: Fix View All Features in Build
For ConnectWise Manage users, the "Include Shipping in ConnectWise Opportunity" option in the ConnectWise Setup would not be saved and would always be "False".Version: 5.5 Build: 2.01 Release Date: 01/08/2020 Type: Misc View All Features in Build
For ConnectWise Manage users, when creating a Recurring Forecast on a ConnectWise Opportunity, if the Recurring Start Date is before the Expected Close Date, QuoteWerks Will now increase the Start Date to the Expected Close Date of the Opporutnity. Also, if the Recurring Revenue is $0.00 for the Recurring Forecast, QuoteWerks will increase the Recurring Revenue to $0.0001 to account for a ConnectWise API issue that does not permit $0.00 recurring forecasts or products. These changes match the same behavior as when adding recurring products to a ConnectWise Opportunity.Version: 5.5 Build: 2.01 Release Date: 01/08/2020 Type: New View All Features in Build
For ConnectWise Manage users, while in the ConnectWise Manage Setup, the Data Mapping windows are now resizable.Version: 5.5 Build: 1.14 Release Date: 12/13/2019 Type: Fix View All Features in Build
For ConnectWise Manage Users, the Forecast Type Mappings on the ConnectWise Setup would not be remembered each time they were set in the ConnectWise setup.Version: 5.5 Build: 1.14 Release Date: 12/13/2019 Type: Fix View All Features in Build
For ConnectWise Manage users, when updating an existing Opportunity in ConnectWise, the Unlink Opportunity and Launch Opportunity buttons were not visible on the QuoteWerks Update ConnectWise Opportunity window.Version: 5.5 Build: 1.12 Release Date: 11/20/2019 Type: Fix View All Features in Build
For ConnectWise Manager users, the "Enable Drop Ship Option on Purchase Orders" checkbox was not getting remembered.Version: 5.5 Build: 1.09 Release Date: 11/11/2019 Type: Fix View All Features in Build
For ConnectWise Manage users in the UK or Ireland, when QuoteWerks added recurring products to a ConnectWise Manage Opportunity, ConnectWise Manage would return "Unsupported format applied to startDate" or "Unsupported format applied to endDate" and the products would not be added to the opportunity.Version: 5.5 Build: 1.09 Release Date: 11/11/2019 Type: Fix View All Features in Build
For ConnectWise Manage users, when duplicating a document in QuoteWerks, the Autolinks on the Links tab for the ConnectWise Manage Agreements, Projects, and Sales Orders would be left behind from the duplicated document.Version: 5.5 Build: 1.09 Release Date: 11/11/2019 Type: New View All Features in Build
For ConnectWise Manage Users, when using ConnectWise as "Not Primary CRM", there is a new "Display Tools->Export to ConnectWise window on each Save" option.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: Fix View All Features in Build
For ConnectWise Manage users that use ConnectWise Manage as a Secondary CRM, when exporting to ConnectWise and selecting to 'Create/Update Won Opportunity', the Document Conversion options would not appear like creating tickets, Agreements, and Sales Orders.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: Fix View All Features in Build
For ConnectWise Manage users, when converting won Opportunity Products/Services to a ConnectWise ticket that were grouped, the grouped items would not stay together and the Heading line would be lost in the conversion.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: Fix View All Features in Build
For ConnectWise Manage users that use ConnectWise Manage as a Secondary CRM, when exporting to ConnectWise, would sometimes receive 'Error (91) Object variable or With block variable not set' followed by 'error: Linked contact record id not found' on the window.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: Fix View All Features in Build
For ConnectWise Manage users, when a recurring item was being added to the ConnectWise Opportunity, if the recurring Start Date was not specified in QuoteWerks, the Start Date would be defaulted to today's date. This would cause an error if the expected close date for the opportunity was a day or more in the future. The Recurring Start for an opportunity item in ConnectWise cannot be before the expected close date for the opporutnity. In these cases, the start date for recurring items if not specified will be defaulted to the close date of the opportunity.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: Misc View All Features in Build
For ConnectWise Manage users, the Create/Update ConnectWise Opportunity window is vertically smaller.
Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: Misc View All Features in Build
For ConnectWise Manage users, there are new options in the ConnectWise Setup: "Do not use QuoteWerks Ship to Address on ConnectWise Opporuntity","Do not use QuoteWerks Bill to Address on ConnectWise Opporuntity", and "Product Line Default Product ID". These options were available through the Settings Manager previously, but there was no user interface for them.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
For ConnectWise Manage Users, when searching the ConnectWise Product Catalog from the QuoteWerks Product Lookup Window, a Description search will now search both the Description and the Customer Description fields in ConnectWise.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
For ConnectWise Manage users, when winning the Connectwise Opportunity and creating a service ticket in ConnectWise Manage, there is a new option to include "All Line Items". Previously, there were options for "Products and Services", "All Products", "All Services", and "Each Service." This new option will enable "Agreement" and "Other" items to be sent to the Service Ticket.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
For ConnectWise Manage users, when winning the Connectwise Opportunity, QuoteWerks can now convert all items or specified items on the Opportunity to a new or existing Project in ConnectWise Manage.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
For ConnectWise Manage Users with the ConnectWise Manage Purchasing Module, when QuoteWerks creates a Purchase Order in ConnectWise, if all of the items on the Purchase order come from the same QuoteWerks Document and the ShipToAddress was retrieved from ConnectWise Manage, there will be option to Drop Ship the order to the customer. The "Enable 'Drop Ship' Option on Purchase Orders" must be checked in the ConnectWise Mange Setup in QuoteWerks to enable this feature.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
For ConnectWise Manage users that use ConnectWise Manage as a Secondary CRM, when exporting to ConnectWise, there is now a 'Remove Link' button. This is useful if you need to change the ConnectWise Manage Contact that the document it linked to.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
For ConnectWise Manage users, added new Opportunity defaults when creating a new Opportunity in ConnectWise Manage for Rating and Sales Stage. These are available to set on the Opportunities -> General Tab of the ConnectWise Setup window.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
For ConnectWise Manage users, when a quote has been uploaded to QuoteValet, the ConnectWise Opportunity will now have additional links of "QuoteValet Customer Facing Page (For INTERNAL viewing) - Quote AAAQ1001" and
"QuoteValet Customer Facing Page (For EXTERNAL viewing) - Quote AAAQ1001"Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
ConnectWise 2019.5 is now supported!Version: 5.4 Build: 7.06 Release Date: 08/05/2019 Type: New View All Features in Build
ConnectWise 2019.4 is now supported!Version: 5.4 Build: 7.03 Release Date: 7/24/2019 Type: Fix View All Features in Build
For ConnectWise Manage users, if after immediately launching QuoteWerks, a document was opened that was associated with a ConnectWise Opportunity and the "File->Convert to Lost" menu was selected, an error 91 would occur.Version: 5.4 Build: 7.03 Release Date: 7/24/2019 Type: Fix View All Features in Build
For ConnectWise Manager users, if a DataLink was set up for ConnectWise to operate with the CRMOppItem_CreateUpdate event, if writing a field value from QuoteWerks to one of the Line Item fields in ConnectWise, and if on the quote document in QuoteWerks a shipping value is set, if the document is attempted to save to ConnectWise, a runtime 9 error is encountered.Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ConnectWise Manage Users, in the Settings Manager, you can set SystemSettings\ConnectWise\DontFormatPhoneNumber=-1 to not format the phone number when retrieved from ConnectWise Manage. In most cases, the ConnectWise Manage API returns the Phone number as unformatted (ie no spaces or dashes). This is helpful for Australian Customers.
Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ConnectWise Manage Users, in the Settings Manager, you can set SystemSettings\ConnectWise\DontSetShipToContactInOpportunity=-1 AND SystemSettings\ConnectWise\DontSetBillToContactInOpportunity=-1. When set, QuoteWerks will not copy the ShipTo/BillTo from the Quote into the ConnectWise Opportunity. Instead, the ConnectWise Opportunity will use the ShipTo/BillTo default addresses specified in ConnectWise.Version: 5.4 Build: 4.02 Release Date: 04/17/2019 Type: New View All Features in Build
ConnectWise 2019.3 is now supported!Version: 5.4 Build: 4 Release Date: 04/03/2019 Type: Fix View All Features in Build
For ConnectWise Manage users, when updating a ConnectWise Manage Activity, the date of the updated activity would sometimes go back one day.Version: 5.4 Build: 4 Release Date: 04/03/2019 Type: Fix View All Features in Build
For ConnectWise Manage users, when searching for a ConnectWise Manage contact on the SoldTo/ShipTo tab in QuoteWerks, if the Contact in ConnectWise Manage had an inherited Phone Number or Fax Number, the ConnectWise Manage REST API does not always return the inherited value and the Phone Number would be blank in the results. In these cases, QuoteWerks will now populate the Phone Number and Fax Number from the Contact's Company if these values are empty.Version: 5.4 Build: 4 Release Date: 04/03/2019 Type: New View All Features in Build
For ConnectWise Manage users, when searching for a ConnectWise Manage contact on the SoldTo/ShipTo tab in QuoteWerks, you can now search by the Contact's Company's Territory.Version: 5.4 Build: 3.05 Release Date: 03/12/2019 Type: Fix View All Features in Build
For ConnectWise Manage Users, when creating a new timeless Activity from QuoteWerks, the ConnectWise Manage API would apply a random time range and reminder. To get around this issue, we now make a second call to clear this.Version: 5.4 Build: 3.05 Release Date: 03/12/2019 Type: New View All Features in Build
In ConnectWise Manage 2018.4 and higher, the ManufacturerPartNumber field length for Catalog Items (Products) was increased in ConnectWise from 30 characters to 50 characters. The ManufacturerPartNumber field length in QuoteWerks is 40 characters. when QuoteWerks creates new Catalog Items (Products) in ConnectWise Manage, the Manufacturer Part Number will be populated with the QuoteWerks 40 character ManufacturerPartNumber. Of note, the QuickBooks Item Name field length is 31 characters.Version: 5.4 Build: 3.05 Release Date: 03/12/2019 Type: New View All Features in Build
ConnectWise 2019.2 is now supported!Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: Fix View All Features in Build
For ConnectWise Manage users, when creating a ConnectWise Manage Opportunity, the default Opportunity Name was truncated to 50 characters. This has been increased to 100 characters.Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: Fix View All Features in Build
For ConnectWise Manage users, only the first 1000 ConnectWise Manage Members / Users would populate in a list.Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: Misc View All Features in Build
For ConnectWise Manage users, improved debug messages when adding Group Members to a ConnectWise Manage Opportunity and an error is returned from ConnectWise.Version: 5.4 Build: 1.17 Release Date: 12/07/2018 Type: New View All Features in Build
ConnectWise 2019.1 is now supported!Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: New View All Features in Build
ConnectWise 2018.6 is now supported!Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: Fix View All Features in Build
For ConnectWise Manage users, when retrieving a contact from ConnectWise Manage, Inactive sites would be returned and selectable.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: Fix View All Features in Build
For ConnectWise Manage Users, when using the "Copy Fields From" button on the Sold To / Ship To Tab in the QuoteWerks Quote Workbook, the ConnectWise Address ID was not copied. This would cause the ConnectWise Address for the corresponding address on the ConnectWise Opportunity to be blank or cause an invalid Address ID error.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: Misc View All Features in Build
For ConnectWise Manage users, when creating a ConnectWise Purchase order and if the creation fails, the error message displayed by QuoteWerks will now contain if the Purchasing Module is enabled in ConnectWise. This is available for ConnectWise Manage 2018.5 and higher.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: Misc View All Features in Build
For ConnectWise Manage users, when clicking on the [Test] button to test the ConnectWise REST API credentials, the Modules enabled in ConnectWise will be returned if the test is successful. This is available for ConnectWise Manage 2018.5 and higher.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: Misc View All Features in Build
For ConnectWise Manage Users, Documents and URLs attached to the ConnectWise Opportunity by QuoteWerks would be Displayed on the Customer Portal.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: New View All Features in Build
For ConnectWise Manage users, when setting up the DataLink for Retrieving SoldTo, ShipTo, or BillTo contacts, the Custom Field Names will now be returned for both the Company and Contact to map. Previous to this change, you would need to manually type in the custom field name in the datalink setup.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: New View All Features in Build
For ConnectWise Manage users, the ConnectWise Opportunity will now have a link to open the QuoteWerks document in QuoteWerks Web.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: New View All Features in Build
For ConnectWise Manage Users, on the My Summary tab of the QuoteValet Dashboard, when clicking on the "Create Quote for ConnectWise Opportunity", the ShipTo and Bill To Contact Address Information from the Opportunity will be brought over to the new QuoteWerks Document. This functionality requires a contact for each to be specified.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: New View All Features in Build
For ConnectWise Manage Users, when clicking on the Quote Button in the ConnectWise Manage Opportunity to create a new Quote in QuoteWerks, the ShipTo and Bill To Contact Address Information from the Opportunity will be brought over to the new QuoteWerks Document. This functionality requires a contact for each to be specified.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: New View All Features in Build
For ConnectWise Manage users, the DataLink can now copy information from QuoteWerks into ConnectWise Manage opportunity fields when QuoteWerks creates or updates a ConnectWise Manage opportunity. This can be done on the opportunity level with the EventAction of "CRMOppHeader_CreateUpdate". Information can also be copied at the line item level when QuoteWerks is creating/updating ConnectWise Manage opportunity product items using the EventAction of "CRMOppItem_CreateUpdate". The DataLink is bi-directional so after the Opportunity is created/updated in ConnectWise Manage you can setup a DataLink mapping to copy information from the ConnectWise Manage opportunity back into the QuoteWerks quote for fields at the opportunity level. This functionality also is available when creating a new QuoteWerks quote from a ConnectWise Opportunity via the QuoteWerks Opportunity Dashboard or via the Quote button on the ConnectWise Manage Opportunity. As an example, At the Opportunity Item level, this new functionality enables you to control what QuoteWerks Line item field is mapped to the ConnectWise Manage Description and Customer Description fields. While At the Opportunity Header Level, this new functionality enables you to populate the ConnectWise Manage Opportunity Notes field from a QuoteWerks field and also exposes the Opportunity Custom Fields to be mapped as well.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: Fix View All Features in Build
For ConnectWise Manage users, when receiving an item in the QuoteWerks Purchasing window and sending the receipt to ConnectWise, if the item has already been manually received on the ConnectWise PO, you would receive an error.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: Fix View All Features in Build
For users of salesforce.com, QuickBooks, Peachtree, ConnectWise, and Autotask, when adding products from their respective product database as optional items from the Add Item Assistant window, the default system Price Modifier was being used.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: Fix View All Features in Build
For ConnectWise Manager users, when writing products to a ConnectWise opportunity, if the field that linked to the ConnectWise Product ID (like the manufacturer part number), contained a double quote character, then an error would occur and no line items would be written to the ConnectWise Opportunity.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: Fix View All Features in Build
For ConnectWise Manage users, when using ConnectWise Manage as a Product Source, the "Contains" search for Manufacturer Part Number would return not return any results.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: New View All Features in Build
For ConnectWise Manage users, when writing products to an opportunity, for recurring items, if the option is set to "Include First Payment in Document Total" for the line item, the Base Cost and Price and the Recurring Cost and Price will be set in the opportunity line item. If the option to "Include First Payment in Document Total" IS NOT SET for the line item, the Base Cost and Price will be set to $0.00 and the Recurring Cost and Price will be set in the opportunity line item. This is available for ConnectWise Manage 2018.4 and higher.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: New View All Features in Build
For ConnectWise Manage users, Inactive Members (users) will no longer be listed in QuoteWerks integration user lists. ConnectWise Manage 2018.1 or higher is required for this change.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: New View All Features in Build
For ConnectWise Manage users, when creating or updating a ConnectWise Opportunity, the Ship To and Bill To contact information from the QuoteWerks Document will now be added to the Opportunity. The Contacts must be retrieved from ConnectWise. Manual address changes made in QuoteWerks will not be reflected in the ConnectWise Opportunity. ConnectWise Manage 2018.4 or higher is required for this feature.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: New View All Features in Build
ConnectWise 2018.5 is now supported!Version: 5.3 Build: 5.01 Release Date: 07/16/2018 Type: Fix View All Features in Build
For ConnectWise users, when selecting a ConnectWise Opportunity to update or updating an existing linked opportunity, ConnectWise Opportunities with a "Won" status (that is not also a closed status) were available to be updated in QuoteWerks. This is due to a change in ConnectWise Manage behavior. This would cause an issue if a Sales Order/Ticket/Agreement was created in ConnectWise and products were added to it, resaving the document in QuoteWerks would remove all of the products from opportunity and also from the Sales Order/Ticket/Agreement (since they were linked). The re-added products to the ConnectWise Opportunity would not be linked to the Sales Order/Ticket/Agreement.Version: 5.3 Build: 5 Release Date: 08/09/2018 Type: Fix View All Features in Build
For ConnectWise users, when updating a ConnectWise Opportunity with a "Won" status (that is not also a closed status), would receive an error "You cannot update a product that is on a Won opportunity." This is due to a change in ConnectWise Manage behavior. Previously, Won Opportunities could be updated with products as long as they were not a "Closed" status.Version: 5.3 Build: 5 Release Date: 08/09/2018 Type: Fix View All Features in Build
For ConnectWise users, when QuoteWerks was creating a new Agreement in ConnectWise, would receive an error "Agreement Type is required." ConnectWise made changes to their public API without changing the API version or endpoint that caused this to occur.Version: 5.3 Build: 5 Release Date: 08/09/2018 Type: Fix View All Features in Build
For ConnectWise users, when updating an existing ConnectWise Opportunity, the Billing Terms, Tax Code, and Currency would be set to blank on the ConnectWise Opportunity?s Finance Tab. ConnectWise made changes to their public API without changing the API version or endpoint that caused this to occur. This fix requires ConnectWise Manage 2018.4 and higher.Version: 5.3 Build: 5 Release Date: 08/09/2018 Type: Fix View All Features in Build
For ConnectWise Users, when using the QuoteWerks DashBoard Notification to create a new QuoteWerks Quote from a ConnectWise Opportunity, the items added from the ConnectWise Opportunity would use the default taxable status for new items in QuoteWerks instead of the actual taxable status in ConnectWise.Version: 5.3 Build: 5 Release Date: 08/09/2018 Type: New View All Features in Build
For ConnectWise Users, when using the QuoteWerks DashBoard Notification to create a new QuoteWerks Quote from a ConnectWise Opportunity, the recurring Billing Cycle of Recurring products on the ConnectWise Opportunity are now used to create recurring items on the QuoteWerks document.Version: 5.3 Build: 4.06 Release Date: 06/11/2018 Type: Fix View All Features in Build
For ConnectWise users, Inactive service boards were available when creating or updating ConnectWise Tickets. The ConnectWise API changed the property that indicated a service board was inactive.Version: 5.3 Build: 4.06 Release Date: 06/11/2018 Type: New View All Features in Build
For ConnectWise users, TLS 1.2 and TLS 1.1 communication protocols were enabled for communicating with the ConnectWise API. This is useful for self-hosted ConnectWise installations that have disabled TLS 1.0 on their server for enhanced security.Version: 5.3 Build: 4 Release Date: 06/11/2018 Type: Fix View All Features in Build
For ConnectWise users, some users were encountering a ConnectWise timeout when requesting the ConnectWise Member List from ConnectWise. We have increased the timeout to compensate for the amount of time ConnectWise takes to return the MemberList.Version: 5.3 Build: 4 Release Date: 06/11/2018 Type: Fix View All Features in Build
For ConnectWise users, if a Group Member was mapped to a ConnectWise Product Class of 'Agreement' it would not be sent to the ConnectWise Opportunity.Version: 5.3 Build: 4 Release Date: 06/11/2018 Type: New View All Features in Build
ConnectWise 2018.4 is now supported!Version: 5.3 Build: 3.01 Release Date: 03/09/2018 Type: New View All Features in Build
ConnectWise 2018.3 is now supported!Version: 5.3 Build: 3.07 Release Date: 3/16/2018 Type: Fix View All Features in Build
For ConnectWise Manage users, when updating an existing ConnectWise Opportunity, the Expected Close Date would be 1 day prior to the existing Expected Close Date on the opportunity if your time zone has a negative Zulu offset (West of GMT). This was caused due to a change in behavior in ConnectWise Manage where no time was returned in the Zulu DateTime. This was first noticed in ConnectWise Manage v2018.2. We have Submitted a ticket to ConnectWise regarding this issue: ConnectWise Ticket#9898054Version: 5.3 Build: 3.04 Release Date: 03/09/2018 Type: New View All Features in Build
For ConnectWise users, when QuoteWerks completes the ConnectWise Opportunity, if options were selected to create a sales order, the ConnectWise SO Number will be saved into any QuoteWerks line items that were added to the ConnectWise Sales Order. This SONumber column in QuoteWerks can be searched on the QuoteWerks Open Document window and also on the QuoteWerks Purchasing window.Version: 5.3 Build: 3.01 Release Date: 03/09/2018 Type: Fix View All Features in Build
For ConnectWise Users, the ConnectWise REST API does not support 0 quantity items on an opportunity. If a Group Member or normal Product/Service line in QuoteWerks has a 0 quantity, the line will not be sent to ConnectWise. If a Group Header has a quantity of 0 in QuoteWerks, the group Header and its members will not be sent to ConnectWise.Version: 5.3 Build: 3.01 Release Date: 03/09/2018 Type: Fix View All Features in Build
For users that use ConnectWise not as a primary CRM, the integration options were not visible after linking the contact to ConnectWise.Version: 5.3 Build: 3.01 Release Date: 03/09/2018 Type: Fix View All Features in Build
For ConnectWise Users, the ConnectWise 2018.x REST API now requires a Business Unit to be specified when creating a ConnectWise PO. This was not supplied previously to ConnectWise as it was not required. The Default Business Unit in QuoteWerks will now be used.Version: 5.3 Build: 3.01 Release Date: 03/09/2018 Type: New View All Features in Build
For ConnectBooster customers, that use QuoteValet there is a "BNG/ConnectBooster - ACH and Credit Card" payment option. When this is used your customers will be able to pay with a credit card and also with ACH. On the QuoteValet payment page, your customers will have access to their previously used payment methods to make the payment process even easier, but only if you are integrating QuoteWerks with Autotask, ConnectWise, salesforce.com, or GoldMine. All payment methods are stored in the ConnectBooster secure encrypted Customer Vault and tokenized for use (PCI Compliant). Version: 5.3 Build: 3.01 Release Date: 03/09/2018 Type: New View All Features in Build
For BNG gateway customers, that use QuoteValet, we have enhanced our QuoteValet payments integration with them. QuoteValet has had an integration with the BNG Gateway through Network Merchants for many years. Now there is a "BNG/ConnectBooster - ACH and Credit Card" payment option. When this is used your customers will be able to pay with a credit card and also with ACH. Using the BNG platform, on the QuoteValet payment page, your customers will have access to their previously used payment methods to make the payment process even easier, but only if you are integrating QuoteWerks with Autotask, ConnectWise, salesforce.com, or GoldMine. All payment methods are stored in the BNG gateway's secure encrypted Customer Vault and tokenized for use (PCI Compliant).Version: 5.3 Build: 2.02 Release Date: 1/23/2018 Type: Fix View All Features in Build
For ConnectWise users, including Shipping in a document and sending shipping to a service ticket, and converting a quote to an order would cause error "Error in CreateOrUpdateConnectWiseSalesOpportunity()! Error (9) Subscript out of range"Version: 5.3 Build: 2.02 Release Date: 01/23/2018 Type: New View All Features in Build
For ConnectWise users, on the Links tab, there is now a link for the ConnectWise Agreement. This enables you to easily navigate to the created Agreements in ConnectWise.Version: 5.3 Build: 2.02 Release Date: 01/23/2018 Type: New View All Features in Build
For ConnectWise users, on the Links tab, there is now a link for the ConnectWise Sales Order. This enables you to easily navigate to the created Sales Orders in ConnectWise.Version: 5.3 Build: 2.02 Release Date: 01/23/2018 Type: New View All Features in Build
For ConnectWise Users that subscribe to QuoteValet, if the QuoteWerks Document is linked to a ConnectWise Opportunity, when uploading a document to QuoteValet, the QuoteValet SalesRep Facing URL will be added to the Attachment tab of the ConnectWise Opportunity. This will enable sales reps to have access to the Sales Rep facing view of a QuoteValet Document from within ConnectWise.Version: 5.3 Build: 2.02 Release Date: 01/23/2018 Type: New View All Features in Build
For ConnectWise Users, if the option is selected to write the SoldToPONumber to ConnectWise, the SoldToPONumber is now also written to the Sales Order in addition to the Opportunity.Version: 5.3 Build: 2.02 Release Date: 01/23/2018 Type: New View All Features in Build
ConnectWise 2018.2 is now supported!Version: 5.3 Build: 2 Release Date: 12/20/2017 Type: Fix View All Features in Build
for ConnectWise users, when creating a new Opportunity in ConnectWise, the user setting defaults for "UserSettings\UserConfig\ForecastCloseDate" and "UserSettings\UserConfig\ForecastProbability" were not respected.Version: 5.3 Build: 2 Release Date: 12/20/2017 Type: Fix View All Features in Build
For ConnectWise Manage users, ConnectWise Development modified how Procurement Products (items on a ConnectWise Opportunity) are returned via their API in 2018.1. An error relating to "Start and End Dates" could be returned when QuoteWerks added non-recurring products to a Group/Bundle on a ConnectWise Opportunity.Version: 5.3 Build: 1.06 Release Date: 11/29/2017 Type: Fix View All Features in Build
For ConnectWise Users using ConnectWise version 2018.1 and higher, when updating a ConnectWise opportunity could receive the error "value is not a possible response" when there are custom fields on the ConnectWise Opportunity. Custom Fields on a ConnectWise Opportunity can not be written as a blank value using the ConnectWise 2018.1 Rest API. QuoteWerks will ignore Custom fields on the Opportunity that are blank or not set.Version: 5.3 Build: 1.05 Release Date: 11/29/2017 Type: Fix View All Features in Build
For ConnectWise Users using ConnectWise version 2018.1 and higher, ConnectWise fixed the issue with Custom Fields on a ConnectWise Opportunity and the ConnectWise REST API. With this ConnectWise fix in place, QuoteWerks will now update the Custom Fields on a ConnectWise Opportunity meaning they will no longer be reverted back to default when QuoteWerks updates the Opportunity.Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: Fix View All Features in Build
For ConnectWise users, when creating products in ConnectWise, an error would be occur if the QuoteWerks field mapped to the ConnectWise Product Identifier contained a Carriage Return (Cr).Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: Fix View All Features in Build
For ConnectWise Users, when receiving PO Items in ConnectWise that are serialized with a Quantity greater than 1, an error would be returned "Serial number count must equal the UOM conversion quantity" and the item would not be received in ConnectWise.Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: Fix View All Features in Build
For ConnectWise Users, when creating a ConnectWise Purchase Order, there was an issue with ConnectWise Warehouses that contained a comma.Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: Misc View All Features in Build
For ConnectWise Users, added additional debug information to error messages from ConnectWise regarding inactive items.Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: Misc View All Features in Build
For ConnectWise Users, when requesting existing ConnectWise Opportunities for a contact, the Statuses of "Lost", "Closed", and "Won" will be filtered from the request if they are closing statuses in ConnectWise. This could increase the speed of the Opportunity request.Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: New View All Features in Build
ConnectWise 2017.6 is now supported!Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: New View All Features in Build
ConnectWise 2018.1 is now supported!Version: 5.2 Build: 8.25 Release Date: 10/02/2017 Type: Fix View All Features in Build
For ConnectWise Users, the ConnectWise REST API currently does not support setting Custom Fields on the ConnectWise Opportunity with a Custom Field Entry Method of List or Option. If QuoteWerks or any other API integrated solution attempts to update these, an error will be returned. Ticket #9431461 has been submitted to ConnectWise regarding the issue with their API. Rather than an error, the Custom fields are sent over without a value so they will revert to the default values when QuoteWerks updates an Opportunity. Custom Fields with an Entry Method of EntryField are written without issue.Version: 5.2 Build: 8.21 Release Date: 09/17/2017 Type: Fix View All Features in Build
For ConnectWise users, when adding a Shipping item to a ConnectWise Opportunity, would receive a Runtime error 9 - subscript out of range.Version: 5.2 Build: 8.19 Release Date: 09/07/2017 Type: Fix View All Features in Build
For ConnectWise users, when the first or last name of the ConnectWise Member contained parentheses, QuoteWerks would not be able to determine the correct ConnectWise Member ID. Opportunities, Activities, and other integration points where the sales rep name was selected would not be able to be created if the user with parentheses in the name was selected as the sales rep.Version: 5.2 Build: 8.19 Release Date: 09/07/2017 Type: Fix View All Features in Build
For ConnectWise users, when updating an existing opportunity that had Custom Fields, the Custom Fields would revert to the default value (possibly empty or blank). This fix will work with ConnectWise version 2017.5 and higher. ConnectWise 2017.5 or higher is required because there was an issue with updating ConnectWise Opportunity Custom fields in earlier versions of the ConnectWise API.Version: 5.2 Build: 8.19 Release Date: 09/07/2017 Type: Fix View All Features in Build
For ConnectWise users, when attempting to retrieve an existing ConnectWise Activity to update that had a Reminder of "0 minutes", an error would be returned and the Activity would not be available to update in QuoteWerks.Version: 5.2 Build: 8.19 Release Date: 09/07/2017 Type: Misc View All Features in Build
For ConnectWise users, the ConnectWise User list including Assign Tos would include all ConnectWise Member types including API users. API users are no longer returned.Version: 5.2 Build: 8.19 Release Date: 09/07/2017 Type: New View All Features in Build
For ConnectWise users, when writing products to a ConnectWise Opportunity, if the Vendor Name is not empty in QuoteWerks, the vendor will now be added to the ConnectWise Procurement Item. The Vendor Name in QuoteWerks must match exactly to the Vendor Company name in ConnectWise. If no match is found, no vendor will be written to the ConnectWise product on the opportunity.Version: 5.2 Build: 8.19 Release Date: 09/07/2017 Type: New View All Features in Build
For QuoteValet Mobile users, we've updated the user interface, fixed some UI issues like the issue when scrolling through multiple pages of the NEW template list.
You can now select a contact for the Mobile quote from Autotask, and we've updated QuoteValet Mobile to work with the new ConnectWise REST API. Posted live August-23-2017.Version: 5.2 Build: 8.18 Release Date: 08/21/2017 Type: Fix View All Features in Build
For ConnectWise users, When requesting inventory on hand for a ConnectWise Product an 'Index was outside the bounds of the array.' message was returned. This was due to changes in the way ConnectWise returns data in an update to their REST API.Version: 5.2 Build: 8.15 Release Date: 07/21/2017 Type: Fix View All Features in Build
For ConnectWise users, addressed an issue when converting opportunities to Agreements where the Agreements in ConnectWise contained unexpected Null values. The Agreement window was not shown and the Agreement was not created in ConnectWise.Version: 5.2 Build: 8.15 Release Date: 07/21/2017 Type: New View All Features in Build
For ConnectWise users, added Datalink mappings for individual TaxCodeLevelRates 1 - 5. This is helpful for Canadian users to be able to map to PST and GST tax rates which was not available with the existing "Company->TaxRate" Datalink that combines all of the tax code levels into a single rate. The new Datalinks are "Company->TaxCodeLevel1Rate" through "Company->TaxCodeLevel5Rate".Version: 5.2 Build: 8.14 Release Date: 07/18/2017 Type: Fix View All Features in Build
For ConnectWise users, when requesting quantity on hand for products/catalog items in ConnectWise, there was an issue when there were inactive warehouses. A message would be returned containing: 'Object reference not set to an instance of an object.'Version: 5.2 Build: 8.14 Release Date: 07/18/2017 Type: Fix View All Features in Build
For ConnectWise Users, when converting to an Order/Invoice in QuoteWerks and winning the Opportunity in ConnectWise, if the ConnectWise Opportunity was not found/deleted, the user would be prompted if they would like to create a new or link to an existing Opportunity. If the user selected "Yes", the Opportunity Window would not appear and an Opportunity would not be created or linked to in ConnectWise.Version: 5.2 Build: 8.14 Release Date: 07/18/2017 Type: Fix View All Features in Build
For ConnectWise users, when retrieving an Opportunity to create a new Quote via the QuoteWerks Dashboard, Opportunity Line Item Descriptions would not retain Line Formatting.Version: 5.2 Build: 8.14 Release Date: 07/18/2017 Type: Misc View All Features in Build
For ConnectWise Users, the Create/Update Opportunity Window is now smaller to fit on laptop screens.Version: 5.2 Build: 8.12 Release Date: 07/11/2017 Type: Fix View All Features in Build
For ConnectWise users, when creating a Recurring Forecast on a ConnectWise Opportunity, the following error would be returned from ConnectWise when the Cost was $0.00: "The recurring/recurringCost field is required. [ resource: forecast - field: recurring]". This is an issue with the ConnectWise API. To workaround until a fix, QuoteWerks now sends a $0.0001 Cost to ConnectWise when the Cost is $0.00.Version: 5.2 Build: 8.12 Release Date: 07/11/2017 Type: Fix View All Features in Build
For ConnectWise users, when adding products to a ConnectWise Opportunity Bundle, the Cost and Price would be the Cost and Price from the Catalog Item in ConnectWise and not the Cost and Price from the QuoteWerks Document.Version: 5.2 Build: 8.12 Release Date: 07/11/2017 Type: Fix View All Features in Build
For ConnectWise Users, after converting an Opportunity to Lost, the default options for Ticket, Agreement, and Sales Order Conversion would be used as if the Opportunity was Won.Version: 5.2 Build: 8.12 Release Date: 07/11/2017 Type: Fix View All Features in Build
For ConnectWise Users, when updating an Existing Opportunity in ConnectWise that was previously deleted in ConnectWise, there was not an option in QuoteWerks to create a new Opportunity in ConnectWise.Version: 5.2 Build: 8.12 Release Date: 07/11/2017 Type: Fix View All Features in Build
For ConnectWise users, when searching ConnectWise for products via the QuoteWerks Product Lookup, the Manufacturer Part Number Search was only searching the ProductID. This could cause an issue depending on the mappings. The search will now return results for both the ConnectWise Product ID and Manufacturer Part Number.Version: 5.2 Build: 8.12 Release Date: 07/11/2017 Type: Fix View All Features in Build
For ConnectWise users, when creating new catalog items / products in ConnectWise, if the field in QuoteWerks that was mapped to the ConnectWise ItemID contained a LineFeed, an error would be returned from ConnectWise.Version: 5.2 Build: 8.12 Release Date: 07/11/2017 Type: Fix View All Features in Build
For ConnectWise users, when creating new catalog items / products in ConnectWise, QuoteWerks was providing ConnectWise with both the SubCategory Name and Subcategory ID via the API. This was causing a problem if there were multiple SubCategories Named the same especially if one was inactive.Version: 5.2 Build: 8.12 Release Date: 07/11/2017 Type: Fix View All Features in Build
For ConnectWise users, when creating a new Opportunity in ConnectWise for a company that did not have existing opportunities, a message was displayed "There was an error Retrieving Existing Opportunities for the ConnectWise Contact." After which, a new Opportunity could be created. The Message is no longer displayed.Version: 5.2 Build: 8.12 Release Date: 07/11/2017 Type: Fix View All Features in Build
For ConnectWise Users, added back Company->Territory and Company->Market as Datalink Fields.Version: 5.2 Build: 8.12 Release Date: 07/11/2017 Type: New View All Features in Build
For ConnectWise users, when retrieving a contact from ConnectWise, QuoteWerks now respects the Contact's Communication Defaults for Phone, Fax, and Email if specified.Version: 5.2 Build: 8.12 Release Date: 07/11/2017 Type: New View All Features in Build
ConnectWise 2017.5 is now supported!Version: 5.2 Build: 6.10 Release Date: 06/12/2017 Type: Fix View All Features in Build
For ConnectWise users, if the "Other-1" and/or "Other-2" captions were removed in the ConnectWise Manage setup (System > My Company within ConnectWise), a message similar to the following would be returned when attempting to create a sales Forecast on a ConnectWise Opportunity with one of the removed types: "Custom caption Other2 does not exist. [ resource: forecast - field: type]".Version: 5.2 Build: 6.10 Release Date: 06/12/2017 Type: Fix View All Features in Build
For ConnectWise users, when creating bundles on a ConnectWise Opportunity, if the ItemType for the Grouped Header Line in QuoteWerks was mapped to a NonInventory Product Class, only the grouped header for the bundle would be sent to ConnectWise. The sub-items for the bundle would not be sent to the ConnectWise Opportunity.Version: 5.2 Build: 6.10 Release Date: 06/12/2017 Type: Fix View All Features in Build
For ConnectWise users, the Forecast Prefix when creating/updating a ConnectWise Opportunity was not remembered.Version: 5.2 Build: 6.10 Release Date: 06/12/2017 Type: Fix View All Features in Build
For ConnectWise users, the Business Unit list was only returning the first 25 Business Units.Version: 5.2 Build: 6.10 Release Date: 06/12/2017 Type: Fix View All Features in Build
For ConnectWise users, when linking to an existing Opportunity, Opportunities with Inactive Opportunity Statuses would appear in the selectable list even if the Inactive Status was a Closing Status.Version: 5.2 Build: 6.10 Release Date: 06/12/2017 Type: Fix View All Features in Build
For ConnectWise Users, when linking to an existing ConnectWise Opportunity that had custom fields that were empty, messages similar to the following could be returned by ConnectWise: "customFields/0/value" and "value is not a possible response".Version: 5.2 Build: 6.10 Release Date: 06/12/2017 Type: Fix View All Features in Build
For ConnectWise users, on the Create/Update ConnectWise Opportunity window, the Campaign was not sorted and was also showing inactive campaigns.Version: 5.2 Build: 6.10 Release Date: 06/12/2017 Type: Misc View All Features in Build
For ConnectWise Users, when creating a ConnectWise Activity, the Activity was only linked to the ConnectWise Contact. New Activities are now linked to both the Contact and the CompanyVersion: 5.2 Build: 6.07 Release Date: 05/30/2017 Type: Fix View All Features in Build
For ConnectWise Users, there was an issue creating a New Bundle Header Catalog item in ConnectWise. There was not an issue with using Existing Bundle Catalog Items.Version: 5.2 Build: 6.07 Release Date: 05/30/2017 Type: Fix View All Features in Build
For ConnectWise Users, when creating a new ConnectWise Catalog Item, only the Category and Sub Category Names were sent to ConnectWise. This could be an issue if there was an inactive SubCatagory name matching the name provided. ConnectWise would choose the first Subcategory Name matching the name provided regardless if it was inactive or not.Version: 5.2 Build: 6.07 Release Date: 05/30/2017 Type: New View All Features in Build
For ConnectWise users, when Linking to an Existing ConnectWise ticket, the ConnectWise Ticket Number is now displayed. There is also now a button next to the Ticket Name drop-down to view the ticket in ConnectWise.Version: 5.2 Build: 6.07 Release Date: 05/30/2017 Type: Fix View All Features in Build
For ConnectWise users, when creating/updating a ConnectWise Opportunity and adding recurring products to the opportunity, if the recurring contract End Date was blank, an error would be returned from ConnectWise.Version: 5.2 Build: 6.07 Release Date: 05/30/2017 Type: Fix View All Features in Build
For ConnectWise users, when creating/updating a ConnectWise Opportunity and adding products to the opportunity, if the mapped Item ID had a trailing space, when QuoteWerks added a product to a ConnectWise Opportunity, an error would be returned regarding part 0 being flagged INACTIVE in the ConnectWise Products Table.Version: 5.2 Build: 6.07 Release Date: 05/30/2017 Type: Fix View All Features in Build
For ConnectWise users, when searching ConnectWise for a contact, QuoteWerks would return the last Email address for the Contact. In some cases, the last email for a contact was the Private Email. The new behavior is to Return the Main Email Address for the contact. If the Main Email Address is blank, the home email address will be used. If the home email address is blank, the Private Email Address will be used.Version: 5.2 Build: 6.07 Release Date: 05/30/2017 Type: Fix View All Features in Build
For ConnectWise users, an error could be returned when QuoteWerks attempted to search ConnectWise for Products / Catalog Items. This was occurring because of old data in a ConnectWise CatalogItem that did not have the minStockLevel set.Version: 5.2 Build: 6.07 Release Date: 05/30/2017 Type: Fix View All Features in Build
For ConnectWise users, when searching for a ConnectWise Product in the QuoteWerks Product Lookup and the search term was numeric only, no products would be returned.Version: 5.2 Build: 6.07 Release Date: 05/30/2017 Type: Misc View All Features in Build
For ConnectWise Users the Sales Rep drop-down on the Create/Update Activity and Opportunity were not sorted Alphabetically.Version: 5.2 Build: 6.07 Release Date: 05/30/2017 Type: Fix View All Features in Build
For ConnectWise users, an error could be returned when QuoteWerks attempts to obtain the ConnectWise Member List. This could occur before QuoteWerks creates/updates and opportunity. This was occurring because of old data in a ConnectWise Member Entity that did not have the defaultDepartmentId set.Version: 5.2 Build: 6.07 Release Date: 05/30/2017 Type: Fix View All Features in Build
For ConnectWise users, an error could be returned when QuoteWerks attempts to obtain the ConnectWise Agreement Types List. This could occur before QuoteWerks converts an Opportunity to an Agreement. This was occurring because of old data in a ConnectWise Agreement Type that did not have the locationID set.Version: 5.2 Build: 6.07 Release Date: 05/30/2017 Type: Fix View All Features in Build
For ConnectWise users, when saving an opportunity as a "Closing Status" (Won or Lost) and not during a document Conversion, an error would be returned when attempting to add products or forecasts to an opportunity.Version: 5.2 Build: 6.07 Release Date: 05/30/2017 Type: Fix View All Features in Build
For ConnectWise users, when creating a new Purchase Order in ConnecWise, QuoteWerks would set the Purchase Order Status to 'New'. This would cause an issue if the 'New' Status was removed from ConnectWise. The Default PO Status is now used.Version: 5.2 Build: 6.07 Release Date: 05/30/2017 Type: New View All Features in Build
For ConnectWise users, on the ConnectWise Setup window (Contacts->Setup Contact Manager), the Default Closed 'Lost' Status list of choices will now include Open Status in addition to Lost Statuses. The same change was made for the Default Closed 'Won' Status list of choices.Version: 5.2 Build: 6.04 Release Date: 05/25/2017 Type: Fix View All Features in Build
For ConnectWise users, QWConnectWiseInt.dll interface version mismatch (70).Version: 5.2 Build: 6.03 Release Date: 05/25/2017 Type: Fix View All Features in Build
For ConnectWise users, an error could be returned when QuoteWerks attempts to obtain the ConnectWise Members / Users List. This typically happens when validating a user or when when creating/updating an opportunity. This was occurring because of old data in ConnectWise that did not have Mobile Flags set.Version: 5.2 Build: 6.03 Release Date: 05/25/2017 Type: Fix View All Features in Build
For ConnectWise users, when retrieving Contacts, the Relationship field was retrieved into the Title Field.Version: 5.2 Build: 6.03 Release Date: 05/25/2017 Type: Fix View All Features in Build
For ConnectWise users, when QuoteWerks requested Opportunities for a Company, only the first 1000 opportunities were returned. This could cause an issue when QuoteWerks attempted to update an existing opportunity as the opportunity may not have been found/returned.Version: 5.2 Build: 6.02 Release Date: 05/25/2017 Type: Fix View All Features in Build
For ConnectWise users, an error could be returned when QuoteWerks attempts to obtain Opportunities for a company (when creating/updating an opportunity). This was occurring because of old data in ConnectWise that did not have a location or business unit set.Version: 5.2 Build: 6.02 Release Date: 05/25/2017 Type: New View All Features in Build
For ConnectWise users, When testing the Public and Private API Keys, QuoteWerks will now validate that the API Member has enough rights to use the integration.Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: Fix View All Features in Build
For ConnectWise Users, when QuoteWerks added products to a ConnectWise Opportunity or created a new Catalog Item in ConnectWise, the Description and Customer Description would be truncated at the first Line Break.Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: Fix View All Features in Build
For ConnectWise users, Opportunity Products were added to the ConnectWise Opportunity using the Default Location and Business Unit. They now use the Location and Business Unit specified when creating / updating the Opportunity.Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: Fix View All Features in Build
For ConnectWise users using the ConnectWise REST API, Opportunity Product Statuses were not updated when winning or losing the Opportunity in ConnectWise.Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: Fix View All Features in Build
For ConnectWise users, when QuoteWerks "Wins" an Opportunity in ConnectWise and Products are added to Tickets, the Opportunity Products are migrated to the ticket rather than a clone of the products added to the ticket. This removes the possibility of duplicate billing.Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: New View All Features in Build
For ConnectWise users, when using QuoteWerks Purchasing, when receiving an item and linking the item to a PO Item in ConnectWise (a PO item that QuoteWerks did not create in ConnectWise), there is now an option to view the Purchase Order in ConnectWise to assist in linking to the appropriate PO item.Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: New View All Features in Build
For ConnectWise users, when adding a product to a ConnectWise Opportunity, the Vendor Part Number (Vendor SKU) is now included.Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: New View All Features in Build
For ConnectWise Users, when using ConnectWise as a Product Data Source, the ConnectWise Unit of Measure (UOM), Category, SubCategory, Class, and ProductType are now a mappable fields.Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: New View All Features in Build
For ConnectWise users, added Contact Level Custom Fields to the list of available DataLink fields. In QuoteWerks in the Datalink Mapping, if your ConnectWise Custom Field Name is "SpecialField", the External System Field as Source would be "Contact->customFields_SpecialField". In addition to the custom fields, additional miscellaneous Contact Level fields were added to the list of available DataLink fields.Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: New View All Features in Build
For ConnectWise users, added Company Level Custom Fields to the list of available DataLink fields. In QuoteWerks in the Datalink Mapping, if your ConnectWise Custom Field Name is "SpecialField", the External System Field as Source would be "Company->customFields_SpecialField". In addition to the custom fields, additional miscellaneous Company Level fields were added to the list of available DataLink fields.Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: New View All Features in Build
For ConnectWise users, added field Company->SiteName to the list of available DataLink fields. This enables ConnectWise users to retrieve the selected Site?s Name into the QuoteWerks Document.Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: New View All Features in Build
For ConnectWise users, when QuoteWerks "Wins" an Opportunity in ConnectWise, there is now an option to convert the Agreement Products on the Opportunity to either a new Agreement or add to an existing Agreement. There is an option in the ConnectWise setup to default this setting.Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: New View All Features in Build
For ConnectWise Users, when using ConnectWise as a Product Database Source, the ConnectWise Unit of Measure (UOM) can be used to determine the recurring properties of a product when adding it to QuoteWerks. There is an option to Enable this in the ConnectWise Setup within QuoteWerks. For example if the ConnectWise UOM is "Month", the product when added to the QuoteWerks Document will have a recurring property of Monthly.Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: New View All Features in Build
For ConnectWise users, there is now a right-click menu to "View the Purchase Order in ConnectWise" on the Purchase Orders Tab of the QuoteWerks Purchasing Window. This feature is only available for purchase orders that QuoteWerks creates in ConnectWise.Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: New View All Features in Build
For ConnectWise users, when using ConnectWise as a Product Data Source, Inventory on Hand in ConnectWise is available by right clicking on the product in the QuoteWerks Product Lookup and selecting the "Show ConnectWise Inventory On Hand" menu. The total Availability within ConnectWise is shown along with the breakdown by Warehouse Bins.Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: New View All Features in Build
For ConnectWise users, the ConnectWise integration has been completely rewritten to use the new ConnectWise REST API. ConnectWise support for the older SOAP API is being discontinued effective June 1st, 2017. Because of this change in ConnectWise, all ConnectWise users will need to upgrade to ConnectWise 2016.3 or higher and then update to QuoteWerks version 5.2 build 6. Integration with this new REST API also requires that all machines running QuoteWerks and ConnectWise must have Windows 7 or higher installed.Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: New View All Features in Build
ConnectWise 2017.3 is now supported!Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: New View All Features in Build
ConnectWise 2017.4 is now supported!Version: 5.2 Build: 2.22 Release Date: 01/26/2017 Type: New View All Features in Build
For ConnectWise users, when converting a quote to an order and converting the ConnectWise opportunity to Won, you can now specify the Close Date. Also when subsequently updating the order and saving the changes to the ConnectWise Closed Won Opportunity, the Closed date will no longer change unless you change it.Version: 5.2 Build: 2.22 Release Date: 01/26/2017 Type: New View All Features in Build
ConnectWise 2017.2 is now supported!Version: 5.2 Build: 2.22 Release Date: 01/26/2017 Type: Fix View All Features in Build
For ConnectWise Users in Australia using the ConnectWise Hosted Cloud (au.myconnectwise.net), REST calls would fail from QuoteWerks.Version: 5.2 Build: 1.28 Release Date: 11/08/2016 Type: Fix View All Features in Build
When using the new ConnectWise REST API option to write products to the ConnectWise opportunity, the line items were not being written in the same sequence as they were in QuoteWerks.Version: 5.2 Build: 1.28 Release Date: 11/08/2016 Type: Fix View All Features in Build
For ConnectWise 2016.3 and higher users, there is now an option to use the new ConnectWise REST API. This new API contains the fix for the issue where Group Member quantities sent to ConnectWise were not being calculated correctly by ConnectWise. ConnectWise was not applying the group header quantity multiplier. The older ConnectWise SOAP API does not contain a fix for this issue.Version: 5.2 Build: 1.28 Release Date: 11/08/2016 Type: New View All Features in Build
For ConnectWise 2016.3 and higher users, when the ConnectWise REST API is enabled, there is now an option on the REST API tab of the ConnectWise Setup window to "write QuoteWerks SoldToPONumber 'Cust PO#' to ConnectWise Opportunity".Version: 5.2 Build: 1.28 Release Date: 11/08/2016 Type: New View All Features in Build
For ConnectWise 2016.3 and higher users, QuoteWerks recurring products can now be written to a ConnectWise Opportunity Item as a recurring product (utilizing this newer feature in ConnectWise). This feature is only available in the new ConnectWise REST API. It is not available in the older ConnectWise SOAP API, so you must enable the ConnectWise REST API in QuoteWerks setup to use this new feature.Version: 5.2 Build: 1.28 Release Date: 11/08/2016 Type: New View All Features in Build
ConnectWise 2016.5 is now supported!Version: 5.2 Build: 1.28 Release Date: 11/08/2016 Type: New View All Features in Build
ConnectWise 2016.6 is now supported!Version: 5.1 Build: 6.04 Release Date: 06/02/2016 Type: New View All Features in Build
ConnectWise 2016.4 is now supported!Version: 5.1 Build: 4.33 Release Date: 04/08/2016 Type: New View All Features in Build
ConnectWise 2016.3 is now supported!Version: 5.1 Build: 4.21 Release Date: 03/09/2016 Type: New View All Features in Build
ConnectWise 2016.2 is now supported!Version: 5.1 Build: 4.21 Release Date: 03/09/2016 Type: Misc View All Features in Build
When creating a contact in Autotask, the status message was saying "Creating contact in ConnectWise"Version: 5.1 Build: 4 Release Date: 02/03/2016 Type: New View All Features in Build
ConnectWise 2016.1 is now supported!Version: 5.1 Build: 1.01 Release Date: 11/03/2015 Type: Fix View All Features in Build
Would receive error message about blank sQuoteWerksOUM passed into ConnectWiseReturnUnitOfMeasureForQuoteWerksUnitOfMeasure.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Fix View All Features in Build
For ConnectWise users, when adding Bundles to a ConnectWise Ticket, the Bundle Header was not linked to the sub-items. This caused a problem with total value of the bundle to the individual values of the group members, effectively doubling the value of the bundle. The unlinked group header is no longer sent to the ConnectWise Ticket.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Fix View All Features in Build
For ConnectWise users, when adding a recurring forecast line to a ConnectWise Opportunity, if the Cycle Basis in QuoteWerks was not set correctly, ConnectWise would return "The error returned was: 'Server was unable to process request. ---> Object reference not set to an instance of an object.'" and the Opportunity creation in ConnectWise would Rollback.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Fix View All Features in Build
For ConnectWise users, when creating/updating a ConnectWise Opportunity and QuoteWerks groups are configured to be sent to ConnectWise bundles, products would not be written to the opportunity and an error would be returned when the first line of the QuoteWerks document is a Group Header and there is a shipping item that is being saved back to the ConnectWise opportunity as a product.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Fix View All Features in Build
For ConnectWise users, the Create Contact Button on the Sold To / Ship To Tab would return error "Error 438, object doesn't support this property or method."Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Fix View All Features in Build
If the "ProfitAmount Option vs the Sale Amount" was enabled in a CRM that supported the feature and then the user switched CRMs to Autotask or ConnectWise, the numbers in QuoteWerks would not match Autotask/ConnectWise as the Profit was being sent instead of the actual sale amount.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Misc View All Features in Build
The ConnectWise integration DLL is now .NET framework 4.0 and installed to c:\program files\common files\quotewerks.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: New View All Features in Build
ConnectWise 2015.6 is now supported!Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: New View All Features in Build
ConnectWise 2015.5 is now supported!Version: 5.0 Build: 4.41 Release Date: 06/19/2015 Type: New View All Features in Build
ConnectWise 2015.4 is now supported!Version: 5.0 Build: 4.40 Release Date: 06/01/2015 Type: Fix View All Features in Build
For ConnectWise users selecting a contact and selecting from multiple address locations, the address selected by default was improperly just selecting the last entry in the list.Version: 5.0 Build: 4.40 Release Date: 06/01/2015 Type: Fix View All Features in Build
For ConnectWise users, when starting with an ORDER document type and choosing to create a "Won" Opportunity in ConnectWise, the options for creating a Sales Order and Tickets did not appear.Version: 5.0 Build: 4.40 Release Date: 06/01/2015 Type: Fix View All Features in Build
For ConnectWise users, using the QuoteWerks Datalink feature, if you attempt to map values from UserDefined fields 6-10 in ConnectWise, we receive an error "2010: Length cannot be less than zero. Parameter name: length".Version: 5.0 Build: 4.09 Release Date: 04/20/2015 Type: Fix View All Features in Build
For ConnectWise users in a region where the date format that does not start with Month (m-d-yyyy), and specifically if the Windows date format is set to YYYY-MM-DD, the "Time Stamp" button on the "Create/Update Follow up Activity" window was using the wrong date format.Version: 5.0 Build: 4.09 Release Date: 04/20/2015 Type: Fix View All Features in Build
For ConnectWise users, products with multi-line descriptions could end up with extra Carriage return characters.Version: 5.0 Build: 4.09 Release Date: 04/20/2015 Type: Fix View All Features in Build
For ConnectWise users, when saving changes to an order that had already previously been converted to an order AND updating the ConnectWise opportunity it would create a duplicate sales order.Version: 5.0 Build: 4.09 Release Date: 04/20/2015 Type: New View All Features in Build
ConnectWise 2015.3 is now supported!Version: 5.0 Build: 2 Release Date: 01/23/2015 Type: Misc View All Features in Build
Activated Beta support for ConnectWise 2015.3.Version: 5.0 Build: 2 Release Date: 01/23/2015 Type: New View All Features in Build
ConnectWise 2015.2 is now supported.Version: 5.0 Build: 1.43 Release Date: 01/06/2015 Type: Fix View All Features in Build
For ConnectWise users, when converting from Quote to Order, and choosing to link to an existing service ticket, would receive run-time error 6 if there were more than 32767 tickets in ConnectWise.Version: 5.0 Build: 1.18 Release Date: 12/12/2014 Type: Fix View All Features in Build
For ConnectWise users, when converting a quote to a lost sale, a $0.00 sales order would get created in ConnectWise.Version: 5.0 Build: 1.09 Release Date: 12/09/2014 Type: Fix View All Features in Build
For ConnectWise users, when QuoteWerks added products to a ConnectWise ticket, the Order of the products added to the ticket would be reversed, the first item on the QuoteWerks document would be the last item on the ConnectWise Ticket.Version: 5.0 Build: 1.09 Release Date: 12/09/2014 Type: Fix View All Features in Build
For ConnectWise users in a region where the date format that does not start with Month (m-d-yyyy), the "Time Stamp" button on the "Create/Update Follow up Activity" window now obeys the date format starting with the Day (d-m-yyyy).Version: 5.0 Build: 1.09 Release Date: 12/09/2014 Type: Fix View All Features in Build
For ConnectWise Users when winning an opportunity and creating Service Tickets in ConnectWise from the Product(s) and Service(s) from the QuoteWerks Document, the default Service Ticket Status configured in the ConnectWise Setup was not being used. The first Status in the list would be selected for a new Service Ticket.
Version: 5.0 Build: 1.09 Release Date: 12/09/2014 Type: Fix View All Features in Build
For ConnectWise Users, when winning an opportunity and creating Service Tickets in ConnectWise from the Product(s) and Service(s) from the QuoteWerks Document, Closed Tickets would appear in the list of ConnectWise Service Tickets to attach to.Version: 5.0 Build: 1.09 Release Date: 12/09/2014 Type: Fix View All Features in Build
For ConnectWise Users creating Purchase Orders in ConnectWise via QuoteWerks and then Receiving them in QuoteWerks with multiple warehouse locations, an error could occur "The product must have the same warehouse as the purchase order" when attempting to receive the item.Version: 5.0 Build: 1.09 Release Date: 12/09/2014 Type: Fix View All Features in Build
For ConnectWise Users, when adding items from a Bundle that contained products/services from the ConnectWise product data source, if there was more than one part number that began with the same subset of another partnumber, the wrong product would sometimes be returned.Version: 5.0 Build: 1.09 Release Date: 12/09/2014 Type: Fix View All Features in Build
From the Product Lookup Window, when doing a Multiple Product Database Search, and then choosing to add/insert a result into the quote that was found in Autotask or ConnectWise product database an error would be returned and a blank item would be added to the QuoteWerks Document.Version: 5.0 Build: 1 Release Date: 11/07/2014 Type: Fix View All Features in Build
For ConnectWise users, when sending over bundle items as individual product items the quantities set for the individual items were not being calculated correctly.Version: 5.0 Build: 1 Release Date: 11/07/2014 Type: New View All Features in Build
For ConnectWise users, the Create/Update Opportunity window now has a button you can click that will open the selected ConnectWise opportunity in ConnectWise (Requires ConnectWise 2015.1 and higher).Version: 5.0 Build: 1 Release Date: 11/07/2014 Type: New View All Features in Build
For ConnectWise Users, when converting a Quote to an Order, on the "Close opportunity as Won" opportunity window, there is now an option to create a ConnectWise Sales Order from the Opportunity. This will link all Products, Notes, and Documents from the ConnectWise Opportunity to the New Sales Order in ConnectWise.Version: 5.0 Build: 1 Release Date: 11/07/2014 Type: New View All Features in Build
For ConnectWise 2015.1 and higher users, on the SoldTo/ShipTo tab there is now a button you can click that will open the selected ConnectWise contact in ConnectWise.Version: 5.0 Build: 1 Release Date: 11/07/2014 Type: New View All Features in Build
For ConnectWise 2015.1 and higher users, the Create/Update Opportunity window now has a button you can click that will open the selected ConnectWise opportunity in ConnectWise.Version: 5.0 Build: 1 Release Date: 11/07/2014 Type: New View All Features in Build
For ConnectWise 2015.1 and higher users, on the SoldTo/ShipTo tab there is now a button you can click that will open the selected ConnectWise contact in ConnectWise.Version: 5.0 Build: 1 Release Date: 11/07/2014 Type: New View All Features in Build
Auto-Links feature on the Links tab. Use dynamically generated auto-links to quickly navigate to entities linked to your quote like contacts, opportunities, tickets, and activities. Especially useful for tickets since QuoteWerks may generate for example, 5 tickets, in your PSA and now you can quickly navigate to them using QuoteWerks. Examples of links are: Links to view the SoldTo, ShipTo, and BillTo contacts in Act! for Web, Autotask, ConnectWise, GoldMine, MS CRM, and salesforce.com. Links to view the opportunity in salesforce.com, MS CRM, and Autotask. Links to view the call activity in MS CRM. Links to view the tickets in ConnectWise. In ConnectWise 2015.1 and higher, links to view the contact, activity, and opportunity.Version: 5.0 Build: 1 Release Date: 11/07/2014 Type: New View All Features in Build
Multiple Product Database Search. You can now do a product search across multiple product databases. This will search all selected product databases including native product databases, and external product data sources like SQL, OLEDB, Autotask, ConnectWise, salesforce.com, QuickBooks, etcVersion: 5.0 Build: 1 Release Date: 11/07/2014 Type: New View All Features in Build
ConnectWise 2015.1 is now supported!Version: 4.9 Build: 10.22 Release Date: 10/08/2014 Type: Fix View All Features in Build
For ConnectWise users, when adding an attachment on the Create/Update ConnectWise Opportunity window, an error would be returned and the attachment would not be added to the ConnectWise Opportunity. This was a result of the implementation of the ConnectWise public API changes released in v4.9 Build 10.17.Version: 4.9 Build: 10.22 Release Date: 10/08/2014 Type: Fix View All Features in Build
For ConnectWise users, under the Contact Manager tab of the Tools->My Preferences menu, clicking on the [Test] button would cause error 428.Version: 4.9 Build: 10.22 Release Date: 10/08/2014 Type: New View All Features in Build
ConnectWise 2014.6 is now supported!Version: 4.9 Build: 10.21 Release Date: 09/30/2014 Type: Fix View All Features in Build
For ConnectWise on-premise installations, attachments uploaded to the ConnectWise opportunity would not be accessible. This was a result of the implementation of the ConnectWise public API changes released in v4.9 Build 10.17.Version: 4.9 Build: 10.18 Release Date: 09/25/2014 Type: Fix View All Features in Build
For ConnectWise 2014.5 users, attachments uploaded to the ConnectWise opportunity would not be accessible. QuoteWerks has been using a proprietary ConnectWise API to upload files to ConnectWise all through ConnectWise versions 2010,2011,2013,2013, and 2014.4. Something changed in ConnectWise 2014.5 preventing this from continuing to work. This was the last set of functionality in the QuoteWerks integration to ConnectWise using the ConnectWise proprietary API. This functionality has now been re-written to use the ConnectWise public API for uploading file attachments. The public ConnectWise API does not support the ability to set the DocumentTitle for the attachment, so the DocumentTitle will be the same as the file name. Also, when using the ConnectWise public API, the username for the attachment will always be "zzAdmin".Version: 4.9 Build: 10.18 Release Date: 09/25/2014 Type: Misc View All Features in Build
Activated beta testing support for ConnectWise 2014.6 beta.Version: 4.9 Build: 10.06 Release Date: 08/29/2014 Type: Misc View All Features in Build
For ConnectWise users, when saving a quote that had an existing dtf file attachment in ConnectWise, if it was linked to a ConnectWise Opportunity and the Opportunity could not be found, you would receive a blank reason why the Attachment could not be updated in ConnectWise.Version: 4.9 Build: 10.06 Release Date: 08/29/2014 Type: Fix View All Features in Build
For ConnectWise users, the Detail Descriptions and Internal Analysis notes entered on the Create ConnectWise Service Ticket window, would be written to ConnectWise as the Customer you are quoting and not the currently logged in ConnectWise user.Version: 4.9 Build: 10.06 Release Date: 08/29/2014 Type: New View All Features in Build
For ConnectWise users, when selecting a ConnectWise contact the mobile number is now retrieved into the quote.Version: 4.9 Build: 10.04 Release Date: 08/27/2014 Type: Fix View All Features in Build
For ConnectWise users, when using the "Post Received Item(s) against ConnectWise PO Item" would receive error "Error, non-xml response requesting ConnectWise PONumber."Version: 4.9 Build: 10.04 Release Date: 08/27/2014 Type: Fix View All Features in Build
For ConnectWise Users, when setting Service Ticket Defaults in the ConnectWise Setup, the settings would be ignored on Service Tickets created when winning the Opportunity. Version: 4.9 Build: 10.04 Release Date: 08/27/2014 Type: Fix View All Features in Build
For ConnectWise users, when creating one-off tickets the default service board was not being set.Version: 4.9 Build: 10.04 Release Date: 08/27/2014 Type: New View All Features in Build
When creating a contact in ConnectWise the new mobile number field is supplied.Version: 4.9 Build: 10.04 Release Date: 08/27/2014 Type: New View All Features in Build
ConnectWise 2014.5 is now supported!Version: 4.9 Build: 10 Release Date: 08/15/2014 Type: Fix View All Features in Build
For ConnectWise users, when QuoteWerks grouped bundles were added to an opportunity, the quantities set for the individual bundle components were not being calculated correctly. This is now resolved and follows ConnectWise convention.Version: 4.9 Build: 10 Release Date: 08/15/2014 Type: Fix View All Features in Build
For ConnectWise users, Bundles added to a ConnectWise opportunity would not be set taxable under any circumstance. Now, bundles will be set taxable if at least one bundle member is set taxable in QuoteWerks.Version: 4.9 Build: 10 Release Date: 08/15/2014 Type: Misc View All Features in Build
Activated beta testing support for ConnectWise 2014.5 beta.Version: 4.9 Build: 10 Release Date: 08/15/2014 Type: Misc View All Features in Build
On the Purchase Orders tab, there is now an AccountingAppRef column which will display QB, PT, CW, or AT if the PO was exported to QuickBooks, Peachtree, ConnectWise, or Autotask respectively.Version: 4.9 Build: 10 Release Date: 08/15/2014 Type: New View All Features in Build
For ConnectWise users, under the "Product ID Mapping" under the Products.Mappings tab of the ConnectWise Setup window, added support for the VendorPartNumber field.Version: 4.9 Build: 10 Release Date: 08/15/2014 Type: New View All Features in Build
Items received in the QuoteWerks purchasing window can now be posted to ANY ConnectWise PO, even ConnectWise POs that QuoteWerks did not create in ConnectWise. Right click and choose "Post Received Item(s) against ConnectWise PO Item". You will be prompted to supply a ConnectWise PO number, then you can choose the PO item to receive against. This will perform the same function in ConnectWise as if you were receiving the items in ConnectWise itself, with the advantage that QuoteWerks will automatically supply all the serial numbers of the received items into the ConnectWise PO Item. Version: 4.9 Build: 10 Release Date: 08/15/2014 Type: New View All Features in Build
Items received in the QuoteWerks purchasing window can now be posted to the ConnectWise PO that QuoteWerks created. Right click and choose "Post Received Item(s) against ConnectWise PO Item". This will perform the same function in ConnectWise as if you were receiving the items in ConnectWise itself, with the advantage that QuoteWerks will automatically supply all the serial numbers of the received items into the ConnectWise PO Item. See a screenshot of this feature
Version: 4.9 Build: 10 Release Date: 08/15/2014 Type: New View All Features in Build
For ConnectWise users, on the Purchase Order and Ordered items tabs, you can click on the ConnectWise Ticket number on the Purchase Order item and the Ticket will be opened in ConnectWise.See a screenshot of this feature
Version: 4.9 Build: 10 Release Date: 08/15/2014 Type: New View All Features in Build
For ConnectWise users, when QuoteWerks creates ConnectWise service tickets, the service ticket that each line items is assigned to is now saved in the QuoteWerks line item. Later when this line item is used in a Purchase Order, the ticket number pulls through to the purchase order enabling you to know on the Purchasing window the order status of each item on a particular ConnectWise ticket number. You can also search to see all the items related to a ticket number and then order those from the Purchasing tab.Version: 4.9 Build: 10 Release Date: 08/15/2014 Type: New View All Features in Build
ConnectWise 2014.4 is now supported.Version: 4.9 Build: 8 Release Date: 06/05/2014 Type: Fix View All Features in Build
For ConnectWise users, when updating a ConnectWise opportunity that had more than 50 line items in it that had more than one line item with the same ConnectWise ProductID would receive error 457.Version: 4.9 Build: 8 Release Date: 06/05/2014 Type: New View All Features in Build
For ConnectWise users, when completing an opportunity as Won in QuoteWerks, there is now an option to be warned if you did not select any Service Ticket creation option on the Won Opportunity. This default is set on the Settings tab of the ConnectWise Setup.Version: 4.9 Build: 8 Release Date: 06/05/2014 Type: New View All Features in Build
For ConnectWise users, you can set defaults for the copying of products and services to new Service Tickets like: "Products and Services", "Each Service", "Services Only", "Products Only", or "<None>" when completing an opportunity as Won in QuoteWerks. This default is set on the Settings tab of the ConnectWise Setup.Version: 4.9 Build: 8 Release Date: 06/05/2014 Type: New View All Features in Build
For ConnectWise users, you can set the default the Service Board, Status, and Service Type to be used when creating new Service Tickets from QuoteWerks. These defaults are set on the Settings tab of the ConnectWise Setup.Version: 4.9 Build: 8 Release Date: 06/05/2014 Type: New View All Features in Build
For ConnectWise users, Opportunity Notifications can now be triggered by up to three different Opportunity Status values in ConnectWise.Version: 4.9 Build: 8 Release Date: 06/05/2014 Type: New View All Features in Build
For ConnectWise users, when creating a new quote from a Notification on your Dashboard, products on the ConnectWise Opportunity will be added to the new quote. This is helpful when using outside solutions like Labtech or JoomConnect that create Opportunities in ConnectWise.Version: 4.9 Build: 7 Release Date: 05/07/2014 Type: Fix View All Features in Build
For ConnectWise users, when only a single order document was open and the Purchasing window was opened, closing the single document, and then a ConnectWise PO was created, would receive error about GetActiveSheet and invalid property.Version: 4.9 Build: 7 Release Date: 05/07/2014 Type: Fix View All Features in Build
For ConnectWise users, when QuoteWerks creates manual POs in ConnectWise as part of the QuoteWerks ConnectWise PO Integration you will be prompted to select the Ship To Warehouse (defaulted according to the corresponding ConnectWise Setup Table). If only one warehouse is available then it will be selected silently and no prompt will occur.Version: 4.9 Build: 7 Release Date: 05/07/2014 Type: Fix View All Features in Build
For ConnectWise users, in some cases when there are over 100 products on the quote, ConnectWise would timeout while running the query request.Version: 4.9 Build: 7 Release Date: 05/07/2014 Type: Misc View All Features in Build
Activated beta testing support for ConnectWise 2014.4Version: 4.9 Build: 7 Release Date: 05/07/2014 Type: New View All Features in Build
For ConnectWise users, on the Products.Bundles tab of the ConnectWise Setup, there are new options on how to handle QuoteWerks Recurring Groups when sending them over to a ConnectWise Opportunity. The new options are a) "Represent Grouped Bundles (Recurring) as", b) "ConnectWise Bundle product ID (recurring):", c) "Grouped Bundle Header Line (Recurring) Item Type".Version: 4.9 Build: 7 Release Date: 05/07/2014 Type: New View All Features in Build
For ConnectWise users, you can now create a new ConnectWise Company record from the QuoteWerks SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from ConnectWise. Also, the Company field and Contact field must both be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature.Version: 4.9 Build: 7 Release Date: 05/07/2014 Type: New View All Features in Build
ConnectWise 2014.3 is now supported!Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: Fix View All Features in Build
For ConnectWise users, on the Create/Update ConnectWise Opportunity screen, when changing the sales rep selection would receive an error.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: Fix View All Features in Build
For ConnectWise users, when pulling contact information into the BillTo or ShipTo fields, the ConnectWise PrimaryAddress/Site would incorrectly be set for the SoldTo contact in the quote. This should only be set when pulling in the SoldTo contact Information.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: Fix View All Features in Build
For ConnectWise users, when saving as next revision, if new items had been added to the quote prior to starting the 'Save as Next Revision' processes those items would not be reflected in the associated ConnectWise Opportunity forecast / product details until a subsequent manual re-save of the quote was performed.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: Fix View All Features in Build
For ConnectWise users, when creating/Updating an opportunity in ConnectWise, if the same ConnectWise user was chosen for both 'Sales Rep' and 'Int. Sales Rep' ConnectWise would throw an exception when attempting to save the opportunity details in ConnectWise since ConnectWise does not allow this. The QuoteWerks UI has been updated to prevent selecting the same user for both fields.
Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: Fix View All Features in Build
For ConnectWise users, when attempting to update an existing activity the user was instead prompted to create a new activity.
Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: Fix View All Features in Build
For ConnectWise users, in 2013.4 and 2014.1 when creating/updating a ConnectWise Opportunity, product forecast lines were getting created that should not be created with the new ConnectWise functionality introduced in 2013.4 where product items are now created directly on the "Forecast" tab of the opportunity and no longer in a separate "Products" tab.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: Fix View All Features in Build
For ConnectWise users, would receive error "overflow" when saving an opportunity. Had to do with opportunity forecast record id being larger than 32,000.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: Fix View All Features in Build
For ConnectWise users, When creating service tickets, when you had an item that was a service item that was also a service forecast, there was not an option to create a service ticket for it.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: Fix View All Features in Build
For ConnectWise Users, when creating products in ConnectWise an empty error could be displayed if various QuoteWerks->ConnectWise mappings were not in place.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: Fix View All Features in Build
For ConnectWise Users, the TaxCode set on the shipping line item created in ConnectWise Opportunity would not be set correctly if using the Canadian Tax system.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
For ConnectWise users, when QuoteWerks creates/updates a ConnectWise Opportunity and is setup to write line items to the ConnectWise Opportunity the CRMProductID auto-generation feature is now supported. This can be setup on the Products.Mappings tab of the ConnectWise Setup window from the Contacts->Setup Contact manager menu.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
Purchase Order numbering sequence. There is now a purchase order unique numbering sequence that you can now use in the PONumber field when creating a new manual purchase order or a new electronic order. This field also supports the F2 key while will display the F2Lookup list which can lookup a PO number from an external source. The PO number will be formatted, for example, like 14-1001TD. The "14" indicates the year of 2014. The "1001" is the unique numeric sequence. The "TD" is an identifier to indicate that the purchase order was for Tech Data. You can choose to have a vendor this vendor identifier or not. Under the Utilities->Vendor Maintenance when editing a vendor you can specify it in the "Vendor PO Prefix" field. It can be a maximum of 3 characters. If QuoteWerks is configured to export purchase orders to QuickBooks, Peachtree, or ConnectWise, this same PO number will be used when creating the purchase order in the accounting software. You will want to reset the unique numeric sequence each year and this can be done on the Installation tab of the Tools->Options menu. The short nature of the PO number format takes into accounts QuickBooks very small 11 character max po number and Ingram Micro being the next at 18 characters.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
There is now a Purchase Order Integration option to set under the Tools->Options menu. This same selection is in the setup wizard and is also on the Settings tab of the ConnectWise setup window, QuickBooks setup window and Peachtree setup window. So now you choose which accounting you are integrating with rather than QuoteWerks giving you options and asking every time which accounting you want to export purchase orders too. On the Purchasing window, there are now only two action buttons. The first action button is one to create a Purchase Order in QuoteWerks and optionally exports the purchase order to your designated accounting software. The second action button first creates an online order and then creates a Purchase Order in QuoteWerks and optionally exports the purchase order to your designated accounting software.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
When creating products in ConnectWise, QuoteWerks now sets the ConnectWise Product's "Serialized" checkbox based on the ItemType mapping. These mappings can be setup on the Opportunities.Products.Serialized tab of the ConnectWise Setup window. The ConnectWise serialized features only work when you have the appropriate ConnectWise inventory module.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
For ConnectWise Users, when pulling in Company->TaxRate via the DataLink, if no TaxCode is defined on the selected ConnectWise Site then the TaxCode specified on the Company Finance record will be used.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
For ConnectWise users, when composing an email in QuoteWerks, you can now search the entire list of ConnectWise contacts for additional email recipients. The fields that can be searched by are: CompanyName, FirstName, LastName, Phone, email.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
For ConnectWise users, when composing an email in QuoteWerks, you can can now select the email addresses belonging to any contact that is associated with the ConnectWise company selected as the Sold To.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
For ConnectWise users, the ConnectWise Category/Subcategory mappings can be used to determine the QuoteWerks Item type when retrieving items from the ConnectWise Product database. Prior to this change, only the ConnectWise Product Type could be used to map to the QuoteWerks Item Type. Which of these two sets of mappings that controls which set of mappings are used is located on the Products.Product List tab of the ConnectWise Setup window.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
For ConnectWise users, added an option "Enable multiple Quotes per Opportunity" so this behavior can be controlled. For new installations, this option is disabled by default. If enabled, this option to associate multiple quotes with a single ConnectWise opportunity is an older behavior that is no longer supported. This option is only here for existing ConnectWise users that are still relying on this behavior. For all others, this should not be checked as ConnectWise itself does not support having multiple quotes per single opportunity.
Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
For ConnectWise users, when sending over grouped bundles to ConnectWise Opportunities as ConnectWise bundles you can now control if the bundle product in the ConnectWise Opportunity should create a Project phase when the Opportunity is converted to a Project from within ConnectWise. You can map the IsProjectPhase setting on the Products.Bundles tab under the ConnectWise Setup.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
For ConnectWise users, ConnectWise Bundles are now supported in ConnectWise Opportunities. When creating/updating a ConnectWise Opportunity QuoteWerks "Grouped Bundles" are now created in the ConnectWise Opportunity as Bundles (under the Forecast tab). With this new support, in the ConnectWise Opportunity you will see the bundle header and the corresponding products that make up that bundle. This replaces the functionality where the bundled items were de-bundled and only sent over to the ConnectWise Opportunity as individual product line items with no bundle grouping at all. With this set of changes, we still retain the option "only create a single summary product in ConnectWise (not the individual group items)" for any customers that prefer this. The QuoteWerks bundle item attributes of HidePrice and HideQuantity are transferred over to the ConnectWise Opportunity bundle. When QuoteWerks creates the ConnectWise bundle in the ConnectWise Opportunity, for the ConnectWise Bundle Product ID it will use the Product ID specified in the setup field 'ConnectWise Bundle Product ID' on the Products.Bundles tab of the ConnectWise setup window. If the Group Header line item in QuoteWerks has a value entered in the field that is mapped to the ConnectWise Product ID then QuoteWerks will attempt to use that Product ID as the ConnectWise Opportunity Bundle line Product ID. If the Product ID does not exist in ConnectWise, QuoteWerks will create it. When Bundle Products are created in ConnectWise, all applicable standard product mappings like Product Type, Category/SubCategory and Unit of Measure are applied when creating the new Bundle Product.
Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
ConnectWise 2013.4 is now supported.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
ConnectWise 2014.1 is now supported.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
ConnectWise 2014.2 is now supported.Version: 4.9 Build: 2.02 Release Date: 12/10/2013 Type: Fix View All Features in Build
For ConnectWise users, if the "Add Shipping as a Product (under the opportunity Products tab)" option was set and a field other than the ManufacturerPartNumber was mapped to the Product ID, the shipping item would not be created.Version: 4.9 Build: 2 Release Date: 12/03/2013 Type: Misc View All Features in Build
For ConnectWise users, when creating a Purchase Order, the integration now checks to see if the default business unit and default location have been specified.Version: 4.9 Build: 2 Release Date: 12/03/2013 Type: New View All Features in Build
For ConnectWise users, you can now map QuoteWerks fields other than the ManufacturerPartNumber to the ConnectWise Product's ProductID field. The InternalPartNumber, ItemType, and CustomText01-20 are now supported. This mapping is done in the ConnectWise setup, choose the Opportunities tab, then choose the Products sub tab.Version: 4.9 Build: 2 Release Date: 12/03/2013 Type: New View All Features in Build
For ConnectWise users, added support for the ConnectWise [Quote] button on the ConnectWise Sales Opportunity. When clicking on this button, it will create a new quote based on the ConnectWise Sales Opportunity if there is no quote for this opportunity, and if there is already a quote for the ConnectWise Opportunity it will simply open the existing Quote in QuoteWerks. To setup in ConnectWise, on the left menu bar, Choose "Setup", then "Setup Tables". For the Category, choose "Opportunities", then for the "Table" choose "Quote Link". On this screen you can create a Quote Link that is different for each Business unit. Use the following URL string in the Quote Link: quotewerks://quotebutton?Source=ConnectWise&SoldToCMOpportunityRecID={opportunityid}. Also set the option to "Open in new window", and do not click on the [Test] button.Version: 4.9 Build: 2 Release Date: 12/03/2013 Type: New View All Features in Build
For ConnectWise users, there is now a ConnectWise Integration Mode of "Primary CRM" and "Not Primary CRM". This lets ConnectWise users use QuoteWerks with a CRM like MS CRM to do all their prospecting and quoting. Then, when the quote becomes an order, at that time, using QuoteWerks, they can create the customer in ConnectWise and have QuoteWerks create the sales opportunity, products, and service tickets, etc in ConnectWise. Since QuoteWerks integrates with all 12 of the leading CRM packages, you could use any of these CRMs with QuoteWerks and then once the quote becomes an order, this functionality would allow you to export to ConnectWise. To use ConnectWise in this mode, you will need to choose ConnectWise on the Contacts->Setup Contact Manager menu, and go into the ConnectWise setup and on the Settings tab, choose the "Not Primary CRM" mode. While in the ConnectWise setup screen, make all the setup changes and click on [Ok]. After doing this, back on the Contacts->Setup Contact Manager window you will need to re-select the CRM that you want to use as the Primary CRM and click on [OK]. Once this setup is complete, a Tools->Export To ConnectWise menu will appear and that menu is used to perform the export.Version: 4.9 Build: 1.17 Release Date: 10/31/2013 Type: New View All Features in Build
For ConnectWise users, when pulling in Company->TaxRate via the DataLink if no TaxCode is defined on the selected Site then the TaxCode specified on the Company Finance record is used instead.Version: 4.9 Build: 1.14 Release Date: 10/24/2013 Type: Fix View All Features in Build
For ConnectWise users, would receive error "overflow" when saving an opportunity. Had to do with company address record id being larger than 32,000.Version: 4.9 Build: 1.14 Release Date: 10/24/2013 Type: Fix View All Features in Build
For ConnectWise users, when selecting a contact for the quote, in some cases would receive error "run time error 91 object variable not set". This would happen when the contact in ConnectWise had a primary address set for it that is invalid/corrupt. Version: 4.9 Build: 1.14 Release Date: 10/24/2013 Type: Misc View All Features in Build
For ConnectWise users, on the ConnectWise Setup window, renamed the Purchase Order tab to Settings.Version: 4.9 Build: 1.14 Release Date: 10/24/2013 Type: New View All Features in Build
For ConnectWise users, quotes can now be created starting with ConnectWise Opportunities. When a new opportunity is created in ConnectWise or an existing opportunity in ConnectWise is set to have an opportunity status of "CreateQuote", the ConnectWise Opportunity will appear in the QuoteWerks My Summary Dashboard under the Notifications section. From there you can click on the "Create Quote for ConnectWise Opportunity" link. This will create a new quote in QuoteWerks and populate the SoldTo information with the customer information associated with the opportunity. The description from the opportunity will be copied into the internal notes field on the Notes tab. It will also associate the opportunity with the quote so that when saving the quote this existing opportunity will be updated. This feature was designed so that you can have a person out in the field creating a new ConnectWise opportunity using ConnectWise mobile and just enter some basic specifications for the opportunity. Then back in the office, the person assigned to create quotes will automatically be notified that they need to create a quote for this opportunity. The same concept applies even if the opportunity is created using regular ConnectWise vs ConnectWise Mobile.Version: 4.9 Build: 1.14 Release Date: 10/24/2013 Type: New View All Features in Build
There is now a 'My Summary' Dashboard in QuoteWerks. It shows a summary total number and total amount of quotes and orders from this month, last month and two months ago. It also shows all the sales' reps quotes that expire within the next 7 days. It also shows any opportunities in ConnectWise that a quote has been requested for. There is a link on the expiring quotes for QuoteValet users to easily post a comment on the expiring quote on QuoteValet to remind the customer that the quote is expiring soon. It also shows a list of all the document that have been recently opened. Pressing the F5 key on the Dashboard will refresh it. The Dashboard is accessible through the new Dashboard icon on the toolbar.Version: 4.9 Build: 1.05 Release Date: 10/15/2013 Type: Fix View All Features in Build
For ConnectWise users, running versions earlier than 2013.1, would receive error 13 type mismatch when creating/updating the ConnectWise Opportunity while adding the products to the opportunity.Version: 4.9 Build: 1.03 Release Date: 10/14/2013 Type: Fix View All Features in Build
For ConnectWise users running a version lower than 2013.1, when creating products in ConnectWise, would receive error that the manufacturer must exist if you supply the manufacturer with the product creation.Version: 4.9 Build: 1.03 Release Date: 10/14/2013 Type: New View All Features in Build
For ConnectWise users, you can now create Purchase Orders in ConnectWise. Under the new Tools->Purchasing menu you have access to all the Order items in QuoteWerks and can easily create ConnectWise Purchase Orders that contain items from multiple orders. Items that do not exist in ConnectWise will be created. Additionally if using the Online Ordering feature of the real-time module, after the items are ordered you will be asked if you want to create a Purchase Order in ConnectWise for the items you just ordered electronically. There is a new Purchase Orders tab on the ConnectWise setup window to enable or disable the PO integration with ConnectWise. Purchase Orders are supported in ConnectWise 2013.1 and higher.Version: 4.9 Build: 1.02 Release Date: 10/11/2013 Type: New View All Features in Build
For ConnectWise users, when creating products in ConnectWise, if the Manufacturer for the product does not exist in ConnectWise it will be automatically created in ConnectWise. This feature is supported in ConnectWise 2013.1 and higher.Version: 4.9 Build: 1.02 Release Date: 10/11/2013 Type: New View All Features in Build
For ConnectWise users, when creating products in ConnectWise, the Product's ManufacturerPartNumber is now set in the ConnectWise Product. This feature is supported in ConnectWise 2013.1 and higher.Version: 4.9 Build: 1.02 Release Date: 10/11/2013 Type: New View All Features in Build
For ConnectWise users, the ShortDescription field from the ConnectWise Product definition is now displayed in the Product Lookup. It is mapped by default to the CustomText02 field. To have access to this new column, you will need to edit the ConnectWise Product Data Source under the Products->Setup Product Data Sources menu and choose to include the new column. On the ConnectWise Product screen, the field labeled "Description" is what is mapped to the QuoteWerks "ShortDescription" field on the Product Lookup. On the ConnectWise Product screen, the field labeled "Customer Description" is what is mapped to the QuoteWerks "Description" field on the Product Lookup. If the ConnectWise "Customer Description" is empty, then QuoteWerks will grab the ConnectWise "Description" field and place it in the QuoteWerks "Description" field.Version: 4.9 Build: 1.02 Release Date: 10/11/2013 Type: New View All Features in Build
ConnectWise 2013.3 is now supported.Version: 4.9 Build: 1 Release Date: 10/08/2013 Type: Fix View All Features in Build
For ConnectWise users, when pulling in Company->TaxRate via the DataLink the value is now sourced from the tax rate associated with the user-selected Site address. Prior to this the tax rate was sourced from the default territory set on the company record.Version: 4.9 Build: 1 Release Date: 10/08/2013 Type: Fix View All Features in Build
For ConnectWise users, when creating/updating an opportunity in ConnectWise the Company address for the opportunity would always be set to the Company's "Default" address regardless of which address had been originally chosen when setting the QuoteWerks SoldTo contact information.Version: 4.9 Build: 1 Release Date: 10/08/2013 Type: Fix View All Features in Build
For ConnectWise users, when converting a QuoteWerks Quote to Order/Invoice the dtf attachments on the corresponding opportunity would not be updated.Version: 4.8 Build: 5.30 Release Date: 09/05/2013 Type: New View All Features in Build
ConnectWise 2013.2 is now supported!Version: 4.8 Build: 5.16 Release Date: 07/17/2013 Type: Fix View All Features in Build
For ConnectWise users, when creating a new Order directly (vs converting from a quote), the Completed Opportunity created in ConnectWise would be duplicated.Version: 4.8 Build: 5.16 Release Date: 07/17/2013 Type: New View All Features in Build
ConnectWise 2013.1 is now supported!Version: 4.8 Build: 5 Release Date: 06/03/2013 Type: Fix View All Features in Build
For ConnectWise users, In some cases an error would occur when attempting to attach a QuoteWerks document to a ConnectWise opportunity as part of the QuoteWerks->ConnectWise integration.Version: 4.8 Build: 5 Release Date: 06/03/2013 Type: Fix View All Features in Build
For ConnectWise users, on the Create ConnectWise Service Ticket window, the fields "New Detail Description Note" and "New Internal Analysis Note" did not support multiple lines.Version: 4.8 Build: 5 Release Date: 06/03/2013 Type: Fix View All Features in Build
If a group was flagged as optional and was not selected, it would be included in the CRM Opportunity (if created) for ACT!, ACT! for Web, ConnectWise, Autotask, Outlook BCM, and MS CRM.Version: 4.8 Build: 3.01 Release Date: 01/28/2013 Type: Fix View All Features in Build
For ConnectWise users, when attaching files to the ConnectWise opportunity, there would be an intermittent timeout on the connection to the ConnectWise service resulting in a failed attachment. The connection is now automatically restored, resolving the issue.Version: 4.8 Build: 3 Release Date: 01/23/2013 Type: New View All Features in Build
For ConnectWise users, when linking to the ConnectWise Product list, in the Product Lookup window, in addition to the current search fields, you can now search by Manufacturer field and VendorPartNumber field. The ManufacturerPartNumber search field searches the ConnectWise ItemId field and the ConnectWise Product ManufacturerPartNumber field can now be displayed in the search results under the CustomText01 column. Also of note, the Description field searches the ConnectWise "Customer Description". To be able to search for these new fields, you will need to edit the ConnectWise Product Data Sources under the Products->Setup Product Data Sources menu and choose to include these new columns.Version: 4.8 Build: 3 Release Date: 01/23/2013 Type: New View All Features in Build
For ConnectWise users, on the ConnectWise Setup window, under the General Sub Tab of the Opportunities tab, you can now set the Default Opportunity Status for new opportunities, Closed-Won opportunities, and Closed-Lost opportunities.Version: 4.8 Build: 3 Release Date: 01/23/2013 Type: New View All Features in Build
For ConnectWise users, when converting a quote to an order and in the process converting the ConnectWise Opportunity status, you now have the choice to specify which Opp Status you want to change the ConnectWise opportunity to.Version: 4.8 Build: 3 Release Date: 01/23/2013 Type: New View All Features in Build
For ConnectWise users, when creating/updating an opportunity in ConnectWise the Opportunity Status list is now populated with the values from the corresponding ConnectWise Setup Table instead of being hardcoded.Version: 4.8 Build: 3 Release Date: 01/23/2013 Type: New View All Features in Build
For ConnectWise users, it is now possible to select whether or not to create individual products items for an opportunity right from within the Create/Update Opportunity Window. This is especially useful during the initial stages of creating the quote where you might not want to send all the items over to ConnectWise yet. On the ConnectWise Setup window, under the Forecast Lines Sub Tab of the Opportunities tab, there is an option "Default 'Create/Update individual product items' checkbox on the ConnectWise Opportunity Integration Window" which lets you set this default. You can also always force the creation of the items by checking the "Force the creation of Individual product items when 'Converting to' or Creating/Updating' an Order or Invoice" checkbox.Version: 4.8 Build: 01.05 Release Date: 11/21/2012 Type: Fix View All Features in Build
For ConnectWise users, "run-time error '91': Object variable or With block variable not set" when selecting a ConnectWise contact that has been deleted from ConnectWise, but is still in the ConnectWise recycle bin.Version: 4.8 Build: 01.05 Release Date: 11/21/2012 Type: Fix View All Features in Build
For ConnectWise users, "run-time error '92': For loop not initialized searching ConnectWise product list. Would happen when connection to ConnectWise timed out.Version: 4.8 Build: 1 Release Date: 11/14/2012 Type: New View All Features in Build
ConnectWise 2012.2 is now supported!Version: 4.8 Build: 1 Release Date: 11/14/2012 Type: New View All Features in Build
For QuoteValet Mobile users, that use ConnectWise, there is now a new Contacts bottom tab where you can choose the ConnectWise contact from your ConnectWise database while creating a QuoteValet mobile quote.Version: 4.7 Build: 7.17 Release Date: 08/27/2012 Type: Fix View All Features in Build
The default ConnectWise Location and Business Unit settings were not getting saved.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: New View All Features in Build
For ConnectWise users, when converting a quote to an order, you now have the ability to create or link to service tickets in ConnectWise. You can create a service ticket for all the products, a service ticket for all the service items, a separate service ticket for each service item, or a combination of the above. Now, you have a way to get service items onto ConnectWise service tickets - a QuoteWerks exclusive!Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: Fix View All Features in Build
For ConnectWise users, when saving a large quote in QuoteWerks (500+ line items) and creating / updating an associated opportunity in ConnectWise, QuoteWerks would sometimes throw an exception.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: Fix View All Features in Build
For ConnectWise users, when adding a product to a Quote from the ConnectWise product data source line breaks would be missing from the description.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: Misc View All Features in Build
For ConnectWise users, when QuoteWerks is configured to send over shipping costs to ConnectWise and the shipping amount for the Quote was $0, a forecast with a $0 dollar amount would be created in ConnectWise. This behavior has been changed such that if the shipping amount of the Quote is $0 then the associated forecast line is NOT created in ConnectWise.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: Misc View All Features in Build
For ConnectWise users, when adding new products to the ConnectWise product database (as part of an opportunity update/create) QuoteWerks would display a warning message for every product that had a manufacturer specified that was not found in ConnectWise. It was found that this could be disruptive on quotes with many line items. The behavior has now been adjusted to only warn once for each manufacture not found.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: New View All Features in Build
For ConnectWise users, it is now possible to configure a default Location to use when creating new opportunities in ConnectWise.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: New View All Features in Build
For ConnectWise users, it is now possible to configure a default Business Unit to use when creating new opportunities in ConnectWise.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: New View All Features in Build
For ConnectWise users, negative quantities are now supported for opportunity products (Products tab of an ConnectWise Opportunity)Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: New View All Features in Build
For ConnectWise users, when creating / updating an opportunity you can now specify an associated Marketing Campaign.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: New View All Features in Build
For ConnectWise users, when creating / updating an opportunity you can now specify an Internal Salesrep.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: New View All Features in Build
For ConnectWise users, Service tickets are now supported! When saving the quote, you can choose to create a single or multiple service tickets (with or without creating/attaching an opportunity)! This is great for creating a service ticket for a site survey or to initiate any processes needed when creating a new quote or saving changes to an existing quote.See a screenshot of this feature
Version: 4.7 Build: 4.01 Release Date: 03/16/2012 Type: New View All Features in Build
ConnectWise 2012.1 is now supported!Version: 4.7 Build: 4 Release Date: 03/09/2012 Type: New View All Features in Build
Attach File to CRM feature. With this feature you can automatically and manually attach files to your CRM. When emailing a quote to your customer as a PDF file, the PDF file will automatically be attached. When uploading a quote to QuoteValet and Emailing the customer the notification, the PDF file of the quote will automatically be attached. You can manually attach a file to your CRM by right clicking on a file in the Links tab, on the Print Preview window, and also from the Print window Save as PDF option. This makes the PDF version of the quote viewable by any colleagues that have access to the CRM record without having to have QuoteWerks installed. Particularly useful for the service or technical side of the business having access to the details of the job that was quoted. This new feature is turned on by default and can be controlled with the setting "[]Automatically attach PDF sent to customer by E-Mail or QuoteValet to the CRM Account or Opportunity." located on the Print tab of the Tools->Options menu.When using this feature with Autotask, ConnectWise, salesforce.com, you need to attach the quote to an opportunity first. Once the quote is associated with the CRM opportunity, QuoteWerks knows to automatically attach the PDF to the CRM Opportunity.
When using this feature with ACT! 2005+, GoldMine, Outlook, Outlook BCM, MS CRM, Maximizer 10+, SugarCRM, and SalesLogix you need to link the quote to a CRM contact first. Once the quote is linked with the CRM contact, QuoteWerks knows to automatically attach the PDF to the CRM contact.Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: Fix View All Features in Build
For ConnectWise users, when attempting to create a product in the ConnectWise Product Database via the QuoteWerks-ConnectWise integration the process could fail due to a case-sensitivity issue concerning the Manufacturer field.Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: Fix View All Features in Build
For ConnectWise users, when closing an opportunity as won via the QuoteWerks-ConnectWise Integration the following underlying fields were being populated incorrectly: ExpectedCloseDate, DateClosed and ClosedBy.Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: Fix View All Features in Build
For ConnectWise users, would receive error 'Runtime error 13 - Type Mismatch' when attempting to create/update an opportunity in ConnectWise for a quote with a grouped bundle were none of the line items in the group were taxable.Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: Misc View All Features in Build
For ConnectWise users, when attempting to create / update an opportunity a warning messaging would be displayed, and the process would be cancelled if a line item had a manufacture part number that ended in a space. ConnectWise has since resolved the underlying issue that this warning was handling and we've now removed this behavior.Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build
For ConnectWise users, when creating a ConnectWise Activity, you can now specify the 'Assign To' value so that you can assign the activity to another ConnectWise user.Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build
For ConnectWise users, from the Save window, you can now create 'one-off' activities in ConnectWise.Version: 4.7 Build: 1.02 Release Date: 11/21/2011 Type: Misc View All Features in Build
ConnectWise Integration installer now says version "4.x"Version: 4.7 Build: 1 Release Date: 11/07/2011 Type: Fix View All Features in Build
For ConnectWise users, percent charge and percent discount type line items were not being included as part of the opportunity.Version: 4.7 Build: 1 Release Date: 11/07/2011 Type: Fix View All Features in Build
For ConnectWise users, would receive runtime error 9 when attempting to create/update an opportunity, and some pick lists were empty.Version: 4.7 Build: 1 Release Date: 11/07/2011 Type: New View All Features in Build
For ConnectWise users, when using ConnectWise as a Product Data Source, the product's Manufacturer, Vendor, and VendorSKU of the product is now available.Version: 4.7 Build: 1 Release Date: 11/07/2011 Type: New View All Features in Build
Etilize 2.0 UI redesign and enhancements. Now includes accessories, spec sheets, website links, and support for multiple part numbers for the same item. The Etilize panel is now available on both the Product Lookup window and the Quote WorkBook, making it easy to update existing items on existing quotes with updated Etilize information. Etilize information is no longer just displayed when searching Etilize on the Product Lookup window, the Etilize panel now displays when searching individual product databases including Autotask and ConnectWise products. When searching for Etilize Products from the Product Lookup, you can narrow down the results by Category, Sub-Category, Manufacturer, and you can also limit the results to only items carried by distributors that you have setup real-time pricing for. Pricing is now available from CDW, Newegg, Dell, and Amazon. Etilize product content is now supported for UK Customers. To top it all off the Etilize integration now boasts a 7x speed increase!Version: 4.6 Build: 6 Release Date: 09/08/2011 Type: Fix View All Features in Build
For ConnectWise users, when creating line item detail, if not existing products where found, an error would incorrectly be displayed about a error 0 problem with the manufacturer part number.Version: 4.6 Build: 6 Release Date: 09/08/2011 Type: New View All Features in Build
ConnectWise 2011.3 is now supported!Version: 4.6 Build: 5.09 Release Date: 07/09/2011 Type: Fix View All Features in Build
For ConnectWise users when attempting to link to an existing opportunity, closed opportunities were being displayed in the list.Version: 4.6 Build: 5.09 Release Date: 07/09/2011 Type: Fix View All Features in Build
For ConnectWise users, error would occur while creating/updating an opportunity in ConnectWise if the link was configured to create individual line item data and one of the line items contained an apostrophe in the manufacturer part number.Version: 4.6 Build: 5.09 Release Date: 07/09/2011 Type: Fix View All Features in Build
For ConnectWise users, error would occur if the ConnectWise Integration was configured to both (send over product data as a rollup) AND (send shipping over a product). Now, under this configuration the shipping goes over under the rollup and a warning is presented at the time of setup indicating this behavior.Version: 4.6 Build: 5.09 Release Date: 07/09/2011 Type: Fix View All Features in Build
For ConnectWise users, when updating an opportunity with individual line items, if a line item had a quantity of 0 the line item would be sent over with a quantity of 1. Now, line items with a quantity of 0 are not sent over.Version: 4.6 Build: 5.09 Release Date: 07/09/2011 Type: Misc View All Features in Build
For ConnectWise users, there was an issue where a cryptic error exception would be displayed when attempting to create/update a call activity if the activity type of 'call' had been renamed or deleted from ConnectWise. Now a friendly error message is shown describing how to resolve the issue.Version: 4.6 Build: 5.09 Release Date: 07/09/2011 Type: New View All Features in Build
For ConnectWise users, it is now possible to create a Call activity without specifying a time.Version: 4.6 Build: 5.01 Release Date: 06/27/2011 Type: Misc View All Features in Build
For ConnectWise users, the Location List and Business Unit List is now ordered alphabetically.Version: 4.6 Build: 5 Release Date: 06/10/2011 Type: Fix View All Features in Build
For ConnectWise users, if including the first months payment in a recurring revenue item, an extra period was being calculated when it was sent over to ConnectWise.Version: 4.6 Build: 5 Release Date: 06/10/2011 Type: Fix View All Features in Build
For ConnectWise users, in rare situations, the Create/Update Opportunity window would either not be displayed, or would be displayed twice.Version: 4.6 Build: 5 Release Date: 06/10/2011 Type: Fix View All Features in Build
For ConnectWise users, if an item marked as recurring in QuoteWerks was set to 'Include First Payment in Document Totals' the value of the associated Forecast created in ConnectWise was incorrectly inflated by the amount of that first payment.Version: 4.6 Build: 5 Release Date: 06/10/2011 Type: Fix View All Features in Build
For ConnectWise users, an issue where Call Activities were intermittently not being updated has been resolved.Version: 4.6 Build: 5 Release Date: 06/10/2011 Type: Fix View All Features in Build
For ConnectWise users, an issue where forecast lines would be duplicated in ConnectWise upon Convert to Order, Invoice, etc. has been resolved.Version: 4.6 Build: 5 Release Date: 06/10/2011 Type: Fix View All Features in Build
For ConnectWise users, an issue where DTF attachments would be duplicated on the Documents Tab of a ConnectWise Opportunity has been resolved.Version: 4.6 Build: 5 Release Date: 06/10/2011 Type: New View All Features in Build
For ConnectWise users, the shipping amount specified on the Shipping Amount window accessible from the Document Items tab can now be sent over to the ConnectWise opportunity as a forecast summary line, or an individual product (including cost).Version: 4.6 Build: 5 Release Date: 06/10/2011 Type: New View All Features in Build
For ConnectWise users, the Location and Business Unit for a new opportunity default to the default Location and Business Unit set for the selected company in ConnectWise.Version: 4.6 Build: 5 Release Date: 06/10/2011 Type: New View All Features in Build
For ConnectWise users, on the Create/Update Opportunity Window, Sales Stages are now sorted by the underlying Sequence Number instead of by their Description.Version: 4.6 Build: 5 Release Date: 06/10/2011 Type: New View All Features in Build
For ConnectWise users, support has been added for product class types of "Service" and "Agreement". The forecast creation logic for these product class types now mirrors ConnectWise.Version: 4.6 Build: 5 Release Date: 06/10/2011 Type: New View All Features in Build
For ConnectWise users, the Primary SalesRep can now be specified When Creating/Updating an opportunity.Version: 4.6 Build: 5 Release Date: 06/10/2011 Type: New View All Features in Build
ConnectWise 2011.2 is now supported! Starting with this build of QuoteWerks (Build 5), QuoteWerks will only support ConnectWise 2011.2 or higher. The entire ConnectWise Integration has been re-written from the ground up to take advantage of many new public APIs available in 2011.2. As a result, the integration is overall much faster and now almost completely uses their public APIs.Version: 4.6 Build: 1.23 Release Date: 01/11/2011 Type: New View All Features in Build
ConnectWise 2011.1 is now supported!Version: 4.6 Build: 1.06 Release Date: 12/20/2010 Type: Fix View All Features in Build
For ConnectWise users, when mapping QuoteWerks Item Types to ConnectWise types, if the length of all the mapped items names combined together, exceeded 255 chars, mappings would not be saved.Version: 4.5 Build: 10 Release Date: 08/11/2010 Type: New View All Features in Build
ConnectWise 2010.4 is now supported!Version: 4.5 Build: 9 Release Date: 07/23/2010 Type: Fix View All Features in Build
For ConnectWise users, mapping issue with QuoteWerks Unit of Measure to ConnectWise Unit of Measure.Version: 4.5 Build: 9 Release Date: 07/23/2010 Type: Fix View All Features in Build
For ConnectWise 2010.3 users, when QuoteWerks added products to the Products tab of the Opportunity, the description would be truncated to 50 characters.Version: 4.5 Build: 9 Release Date: 07/23/2010 Type: Misc View All Features in Build
For ConnectWise users, on the Create/Update Opportunity window, the "attach files" option has been moved onto it's own tab to reduce the overall size of the window.Version: 4.5 Build: 9 Release Date: 07/23/2010 Type: New View All Features in Build
When sending sales opportunity information over to ConnectWise, ACT!, ACT! For Web, Outlook, MS CRM, and SugarCRM, when grouped bundles are configured to be created in the CRM as a single roll-up line (as opposed to individual line items) now if 50% or more of the items that compose the grouped bundle are taxable than the single roll-up will be also created as taxable in the CRM.Version: 4.5 Build: 9 Release Date: 07/23/2010 Type: New View All Features in Build
For ConnectWise users, when creating product definitions in ConnectWise, there is now a mapping for the ConnectWise Product Class.Version: 4.5 Build: 9 Release Date: 07/23/2010 Type: New View All Features in Build
ConnectWise 2010.3 is now supported!Version: 4.5 Build: 7.01 Release Date: 06/23/2010 Type: Misc View All Features in Build
Added Debug Command "cwinfo" for displaying ConnectWise integration details.Version: 4.5 Build: 7.01 Release Date: 06/23/2010 Type: Misc View All Features in Build
Made modifications to accomodate another opportunity related change made in ConnectWise 2010.3 (8409).Version: 4.5 Build: 7 Release Date: 06/21/2010 Type: Fix View All Features in Build
For ConnectWise users, if a QuoteWerks ItemType was mapped to a ConnectWise Product Type and then the ItemType was removed from the QuoteWerks list of ItemTypes, the mapping would still exist even though it would not be displayed in the mappings setup screen.Version: 4.5 Build: 7 Release Date: 06/21/2010 Type: Fix View All Features in Build
For ConnectWise users, needed to make changes to accommodate a ConnectWise update 2010.2 (Build 7997). Only needed for users running ConnectWise at www.myconnectwise.NET.Version: 4.5 Build: 7 Release Date: 06/21/2010 Type: Fix View All Features in Build
For ConnectWise users, when searching for a contact, if very quickly clicking on the [Use in SoldTo] and [Use in Ship To] buttons, an error would occur because the first task was still being executed when another one was started.Version: 4.5 Build: 7 Release Date: 06/21/2010 Type: Fix View All Features in Build
For ConnectWise users, if there were multiple addresses for a customer, and you were selecting that customer for a ship to location and there was no default ship to address defined in ConnectWise for this customer, would receive "index out of bounds" error.Version: 4.5 Build: 7 Release Date: 06/21/2010 Type: Fix View All Features in Build
For ConnectWise users, when searching for a contact, the phone number would be displayed without formatting like "4072481481" rather than "(407) 248-1481".Version: 4.5 Build: 7 Release Date: 06/21/2010 Type: Fix View All Features in Build
For ConnectWise users, when creating/updating an opportunity, if one of the line items used in the quote existed in ConnectWise, but was flagged as an "inactive" item in ConnectWise, a cryptic exception error would be displayed. Now, the message will include the item that is causing the problem along with some possible solutions.Version: 4.5 Build: 7 Release Date: 06/21/2010 Type: Fix View All Features in Build
For ConnectWise users when the Category/SubCategory Items were mapped, if the ConnectWise Category/SubCategory item contained "(" or ")" characters like "Hardware/Telephony (VoIP)", the mapping would not be saved, resulting in error messages about these Category/SubCategory values not existing in ConnectWise.Version: 4.5 Build: 7 Release Date: 06/21/2010 Type: Misc View All Features in Build
For ConnectWise users, made change to detect a ConnectWise issue and inform the user of a workaround. Previously a cryptic error message would be displayed. In short, when you delete a ConnectWise company, the contacts under that company are deleted too. The deleted Company is put into the Company Recycle bin. While the deleted company is in the recycle bin, an API search for the contact's last name will return the contact, but the company the company refers to is missing. ConnectWise Service ticket #1019597/API.Version: 4.5 Build: 7 Release Date: 06/21/2010 Type: Misc View All Features in Build
For ConnectWise users, in the 2010.3 update, the Services tab of the ConnectWise Opportunity was renamed to "Project Staffing". Services tab references were updated.Version: 4.5 Build: 7 Release Date: 06/21/2010 Type: New View All Features in Build
For ConnectWise users, when QuoteWerks creates a product definition in ConnectWise, the manufacturer field will now be set as long as the Manufacturer exists in the hard coded list of manufacturers in ConnectWise. If the manufacturer for the item does not exist in ConnectWise the manufacturer will be set to a blank value. If you would prefer to have the manufacturer set to "Other", you can set the ini key ManufacturerNotFoundSetToOther=-1 under the [ConnectWise] section of the site.ini file.Version: 4.5 Build: 7 Release Date: 06/21/2010 Type: New View All Features in Build
For ConnectWise users, if a quote is converted to an order and only this quote is linked to the ConnectWise Opportunity, the ConnectWise Opportunity will be closed as Won (in addition to the quote's forecast line being closed as Won).Version: 4.5 Build: 7 Release Date: 06/21/2010 Type: New View All Features in Build
For ConnectWise users, ConnectWise user defined fields are now supported by our DataLink. The User Defined Fields from the Profile tab of the ConnectWise Company record and the User Defined Fields from the Other tab of the ConnectWise Contact record can now be pulled into the quote automatically when the contact is inserted into the quote.Version: 4.5 Build: 7 Release Date: 06/21/2010 Type: New View All Features in Build
For ConnectWise users, the ConnectWise Opportunity Location and Business Unit can now be set through the Create/Update Opportunity window in QuoteWerks.Version: 4.5 Build: 7 Release Date: 06/21/2010 Type: New View All Features in Build
For ConnectWise users, the TaxRate and Terms fields can now be automatically retrieved from the ConnectWise company and pulled into the quote using the DataLink feature. To activate this, need to setup them as DataLink fields. Under the Contacts->Setup Contact Manager, choose ConnectWise and then click on the [DataLink Setup] button. Click on the [New] button to create a new DataLink mapping. Choose "Company->TaxRate" as the Contact Manager field and "LocalTaxRate" as the QuoteWerks field. For the Terms field, click on the [New] button and choose "Company->Terms" as the Contact Manager field and "Terms" as the QuoteWerks field.Version: 4.5 Build: 7 Release Date: 06/21/2010 Type: New View All Features in Build
For ConnectWise users, you can now attach files to the Documents tab of the ConnectWise Opportunity through the Create/Update ConnectWise Opportunity window. You can either select a file using a file selection dialog, or choose a file that is already linked to the quote under the Links tab on the Quote WorkBook. This is really useful for attaching a PDF version of the quote to the ConnectWise Opportunity. Having a PDF version of the quote is an advantage because anyone can then view the quote - they do not have to have QuoteWerks installed on their machine to view the quote. You can attach multiple PDF files to the opportunity, so you can easily attach the customer proposal, and a no frills plain vanilla version for the service technicians to follow, and basically anything else you could want.Version: 4.5 Build: 5 Release Date: 04/23/2010 Type: Fix View All Features in Build
If the default contact manager was set to ConnectWise, the second description field on the product Lookup window would be disabled.Version: 4.5 Build: 5 Release Date: 04/23/2010 Type: Fix View All Features in Build
If trying to create more than one ConnectWise product data source QuoteWerks will now warn you.Version: 4.5 Build: 5 Release Date: 04/23/2010 Type: Fix View All Features in Build
In some cases the ConnectWise Partner API would return the same opportunity more than once when requesting a list of all opportunities for a particular ConnectWise company.Version: 4.5 Build: 5 Release Date: 04/23/2010 Type: Fix View All Features in Build
For ConnectWise users, if funky characters like >%<& were used in ConnectWise login credentials, the login would fail.Version: 4.5 Build: 5 Release Date: 04/23/2010 Type: Misc View All Features in Build
For ConnectWise users, the drop down list of existing ConnectWise opportunities on the Create/Update Opportunity window is now sorted alphabetically.Version: 4.5 Build: 5 Release Date: 04/23/2010 Type: New View All Features in Build
For ConnectWise users, when selecting a contact to use in the quote, if the contact has multiple sites associated with it, you will be able to choose the particular site you would want to use. Sites can be designated as Primary, Default Ship, Default Bill, and Default Mail. These designations are indicated in your selection list. Additionally, when selecting a Ship To contact for the quote, the Default Ship site will be the default selection.See a screenshot of this feature
Version: 4.5 Build: 5 Release Date: 04/23/2010 Type: New View All Features in Build
For ConnectWise users, there is now a new [Unlink] button on the Create/Update Opportunity window. This is useful when accidentally attaching a quote to the wrong opportunity in ConnectWise. With this feature all entries relating to the QuoteWerks Quote will be removed from the ConnectWise opportunity including: Forecast lines, products listed under the Products Tab, services listed under the Services Tab, the document attachment under the Documents Tab, and the Call activity under the Activities Tab.See a screenshot of this feature
Version: 4.5 Build: 4 Release Date: 04/07/2010 Type: New View All Features in Build
Added Opportunity Name default on the Misc tab of the Tools|Options menu. Macros are supported. With this, the default Opportunity names can be more descriptive and therefore more useful. Currently this is only used with ConnectWise opportunities.Version: 4.5 Build: 4 Release Date: 04/07/2010 Type: New View All Features in Build
ConnectWise 2010 is now supported with new built-in ConnectWise link. This new integration is available in the Corporate Edition of QuoteWerks. The integration includes: a) ConnectWise can be searched to find Contacts to pull into the quote. b) QuoteWerks will create/update a Sales opportunity in ConnectWise. You can attach to existing ConnectWise opportunities or create new opportunities in ConnectWise. You can even attach multiple quotes to the same ConnectWise opportunity. QuoteWerks creates forecast lines in the ConnectWise opportunity breaking down the forecasted amount by Product, Service, Managed Service, and Other. This enables you to quickly glance at your opportunity to see your revenue breakdown. Recurring revenue forecasting options are also supported. Products and Services can be optionally be automatically created under the Products and Services tabs respectively in the ConnectWise opportunity. These products are also created and updated in the ConnectWise master product database. c) QuoteWerks will create/update an attachment to the quote under the Documents tab in the ConnectWise Opportunity. This can be used to open up the quote that the opportunity refers to. If this is a remote install or satellite office, opening that document link will import that quote into that QuoteWerks installation. d) QuoteWerks will create/update a call activity in ConnectWise used to follow up on the quote. This call will be linked to both the ConnectWise contact and the ConnectWise Opportunity. e) The QuoteWerks DataLink feature can be used with ConnectWise enabling you to retrieve information like Terms and shipping method from the ConnectWise contact into the quote. f) When printing, QuoteWerks can retrieve Contact data from ConnectWise and include it in the printed output. g) ConnectWise Contact data can be retrieved using the F2 Lookup macro of ~ConnectWise_Macro(). h) QuoteWerks can link to the ConnectWise product database as a Product Data Source. From within QuoteWerks you can search the ConnectWise product database, and add these products to your QuoteWerks quote. i) The integration communicates directly with the ConnectWise backend, so the ConnectWise "fat" client does not need to be running for the integration to work. This is particularly useful if you do not have ConnectWise or QuoteWerks running. In this case, if you want to create a quote, you only need to open QuoteWerks.See a screenshot of this feature
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