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Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: New     View All Features in Build
For MS CRM users, bi-directional Data Linking is now supported for MS CRM opportunity fields. Field information can be copied from QuoteWerks into the MS CRM opportunity and then fields can also be copied from the MS CRM opportunity into QuoteWerks.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: New     View All Features in Build
For MS CRM users, retrieving the existing opportunities on the opportunity window is significantly faster.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: New     View All Features in Build
For MS CRM users, the opportunity name can now be changed on the create new opportunity window.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: New     View All Features in Build
For MS CRM users, the opportunity name now supports the Default Opportunity name Generation macro from the Misc tab of Tools->Options.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: New     View All Features in Build
For MS CRM users, if a follow-up call was created, the link is now displayed under the links tab.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: New     View All Features in Build
For MS CRM users, more than 250 users can now be loaded on the opportunity window.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: New     View All Features in Build
For MS CRM users, the DataLink now retrieves a list of all the Contacts, Accounts, and Opportunities fields available from MS CRM.
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: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: Fix     View All Features in Build
For MS CRM users, re-saving a phone call was showing the UTC time instead of the local time.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: Fix     View All Features in Build
For MS CRM users, re-saving a phone call was selecting the incorrect Schedule for user.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: Fix     View All Features in Build
For MS CRM users, the actual revenue and actual closing date fields were not being populated in version 9.0
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: Fix     View All Features in Build
For MS CRM users, opportunity ratings were only showing the 'Warm' rating in version 9.0
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: Fix     View All Features in Build
For MS CRM users, when cancelling the create phone call, would receive error.
Version: 5.3    Build: 4    Release Date: 06/11/2018     Type: Fix     View All Features in Build
For Maximizer CRM Live users, duplicate items would appear in the Contact Search.
Version: 5.3    Build: 3.13    Release Date: 4/3/2018     Type: Fix     View All Features in Build
For MS CRM users, the DocumentHeaders.SoldToCMQuoteRecID field was not getting saved.
Version: 5.3    Build: 3.01    Release Date: 03/09/2018     Type: New     View All Features in Build
MS CRM version 9.0 is now supported!
Version: 5.3    Build: 1.04    Release Date: 11/27/2017     Type: Fix     View All Features in Build
For MS CRM users, sometime would receive error about "Unmatched organization".
Version: 5.2    Build: 8.12    Release Date: 07/11/2017     Type: New     View All Features in Build
For MS CRM users, custom status reasons for a Lost or Won Opportunity are now supported for versions 6 and higher.
Version: 5.2    Build: 8.12    Release Date: 07/11/2017     Type: Misc     View All Features in Build
For MS CRM users, the MS CRM Lost Opportunity window now has the cancel button disabled.
Version: 5.2    Build: 6    Release Date: 05/24/2017     Type: Fix     View All Features in Build
For MS CRM users, for some MS CRM installations, the list of Lost Status Reasons was not getting loaded correctly.
Version: 5.2    Build: 3.13    Release Date: 03/09/2017     Type: Misc     View All Features in Build
For MS CRM users, when entering an organization name, it must match the host part of the server url that is supplied. You are now alerted to this.
Version: 5.2    Build: 3.13    Release Date: 03/09/2017     Type: Fix     View All Features in Build
For MS CRM users, When MS CRM was setup with multiple organizations, the wrong Organization URL could end up being used. The Organization textbox has been enabled on the MS CRM Contact Setup window.
Version: 5.2    Build: 3    Release Date: 02/14/2017     Type: New     View All Features in Build
MS CRM version 8.2 now supported!
Version: 5.2    Build: 3    Release Date: 02/14/2017     Type: New     View All Features in Build
For MS CRM users, only the first 150 users were displayed in user selection windows. Now the first 250 will be displayed.
Version: 5.2    Build: 3    Release Date: 02/14/2017     Type: New     View All Features in Build
For MS CRM users, added field contact->parentcustomerid to the list of available DataLink fields.
Version: 5.2    Build: 3    Release Date: 02/14/2017     Type: New     View All Features in Build
For MS CRM users, added an "Update MS CRM Opportunity name with Document name" option under MS CRM Setup.
Version: 5.2    Build: 3    Release Date: 02/14/2017     Type: New     View All Features in Build
For MS CRM users, the list of opportunity status codes is now retrieved from MS CRM dynamically, rather than from a hard coded list of "WON", "CANCELED", "OUT-SOLD".
Version: 5.2    Build: 3    Release Date: 02/14/2017     Type: Misc     View All Features in Build
MS CRM version 3.0 is no longer supported.
Version: 5.2    Build: 3    Release Date: 02/14/2017     Type: Misc     View All Features in Build
For MS CRM users, on the Create Opportunity window, the list of existing Opportunities is now sorted alphabetically.
Version: 5.2    Build: 3    Release Date: 02/14/2017     Type: Fix     View All Features in Build
For MS CRM users, when QuoteWerks created the MS CRM opportunity, the Account name was not getting set. Microsoft used to do this automatically, now it requires that the integration explicitly sets it.
Version: 5.2    Build: 3    Release Date: 02/14/2017     Type: Fix     View All Features in Build
For MS CRM users, if Creating a new Opportunity was canceled, would receive an error that the Linked document record could not be created.
Version: 5.2    Build: 3    Release Date: 02/14/2017     Type: Fix     View All Features in Build
For MS CRM users, the user setting of ForecastCloseDate={+15} was not being obeyed when creating a new MS CRM opportunity.
Version: 5.2    Build: 3    Release Date: 02/14/2017     Type: Fix     View All Features in Build
for MS CRM users, when downloading documents through the Merge Remote Documents feature, if a DTF file that was downloaded from MS CRM was corrupt, it would display Run-time error '62' and terminate QuoteWerks.
Version: 5.2    Build: 3    Release Date: 02/14/2017     Type: Fix     View All Features in Build
For MS CRM users, when using the Merge Remote Documents there was an error with version 6.0 and higher which caused the datetime of the attachment to not be in the correct format resulting in error messages about an invalid Year.
Version: 5.2    Build: 2.22    Release Date: 01/26/2017     Type: Misc     View All Features in Build
For MS CRM users, additional debug information is displayed when there are errors relating to connecting/logging into MS CRM.
Version: 5.2    Build: 2.22    Release Date: 01/26/2017     Type: Fix     View All Features in Build
For MS CRM 8.1 users, would return error that MS CRM version 8.0 was not found.
Version: 5.1    Build: 6.06    Release Date: 07/05/2016     Type: New     View All Features in Build
MS CRM 2016 Update (v8.1) is now supported!
Version: 5.1    Build: 6.03    Release Date: 05/25/2016     Type: Fix     View All Features in Build
For MSCRM users, when creating a follow up call in MSCRM, the UserName for the call was defaulting to the first name in the list instead of the logged in MSCRM users.
Version: 5.1    Build: 4.14    Release Date: 02/15/2016     Type: New     View All Features in Build
MS CRM 2016 (v8.0) is now supported!
Version: 5.1    Build: 4    Release Date: 02/03/2016     Type: Misc     View All Features in Build
Activated Beta testing support for MS CRM v8.0 (2016).
Version: 5.1    Build: 2.25    Release Date: 12/15/2015     Type: Fix     View All Features in Build
The Auto-Links window was not being populated when QuoteWerks was set up to use MS CRM as the Contact Manager.
Version: 5.1    Build: 2.07    Release Date: 11/19/2015     Type: Fix     View All Features in Build
For MS CRM users, only the first 21 existing MS CRM opportunities were being displayed in the existing opportunities list on the "Create MS CRM Sales Opportunity" window. Now the first 200 are listed.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: New     View All Features in Build
MS CRM v7.1 (2015 update 1) is now supported!
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: New     View All Features in Build
For MS CRM users, you can now create a new MS CRM Company record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from MS CRM. 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: 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: Fix     View All Features in Build
For MS CRM users, when saving a new quote and choosing to create an MS CRM opportunity, and then immediately closing the quote you would be prompted to save the quote saying that changes needed to be saved.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Fix     View All Features in Build
For MS CRM users, when saving a quote and choosing to update an existing MS CRM opportunity, if the MS CRM opportunity was created initially with a certain contact and then in QuoteWerks you changed the SoldtoContact, and then chose the option to Create/Update the MS CRM opportunity, the MS CRM opportunity was not getting updated to reflect the new SoldToContact associated with the MS CRM opportunity.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Fix     View All Features in Build
For MS CRM users, after converting a quote into an order, the existing MS CRM opportunity description would be removed resulting in a blank description in the closed won MS CRM opportunity.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Fix     View All Features in Build
For MS CRM users, On the SoldTo/ShipTo tab of the Quote WorkBook, clicking on the "Display Contact in Contact Manager" button would not work for MS CRM 4.0 users.
Version: 5.0    Build: 4.30    Release Date: 05/21/2015     Type: Misc     View All Features in Build
Beta support activated for MS CRM v7.1 (2015 update 1)
Version: 5.0    Build: 4.19    Release Date: 05/15/2015     Type: Fix     View All Features in Build
For MSCRM users, Maximizer users, and SugarCRM users the "display secondary contacts" or "Display account contacts" checkbox was not working. This issue was introduced in build 4.00 as a result of preparation for QuoteWerks Web.
Version: 5.0    Build: 4.15    Release Date: 05/07/2015     Type: Fix     View All Features in Build
For MSCRM users, Maximizer users, and SugarCRM users the "display secondary contacts" or "Display account contacts" checkbox was not working. This issue was introduced in build 4.00 as a result of preparation for QuoteWerks Web.
Version: 5.0    Build: 4.09    Release Date: 04/20/2015     Type: New     View All Features in Build
MS CRM 2015 (v7.0) is now supported!
Version: 5.0    Build: 4.09    Release Date: 04/20/2015     Type: Misc     View All Features in Build
The 7 year old MS CRM version 1.0 integration has been removed.
Version: 5.0    Build: 1.43    Release Date: 01/06/2015     Type: Misc     View All Features in Build
Activated beta testing support for MS CRM 2015.
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, MSCRM, and salesforce.com. Links to view the opportunity in salesforce.com, MSCRM, and Autotask. Links to view the call activity in MSCRM. 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
QuoteWerks URL redirector. The web browser "quotewerks:" protocol handler is a great way to automate QuoteWerks actions from a web browser hyperlink. Not following standards, some CRMs have started requiring that all custom URL hyperlinks start with "http://" or "https://". To address this, we now have a QuoteWerks URL redirector. Instead of starting the URL with "quotewerks://quotebutton?" you can now instead use "https://www.qwcontent.com/QuoteWerksURLProtocolRedirector.aspx?RedirectorAction=quotebutton"
Version: 5.0    Build: 1    Release Date: 11/07/2014     Type: Misc     View All Features in Build
For MSCRM users, the [Find MSCRM Server] feature has been removed.
Version: 5.0    Build: 1    Release Date: 11/07/2014     Type: Fix     View All Features in Build
For MS CRM Users, when Winning an Opportunity in MS CRM that QuoteWerks did not create, that had an MS CRM Quote attached, you would receive an error when attempting to update the quote.
Version: 5.0    Build: 1    Release Date: 11/07/2014     Type: Fix     View All Features in Build
For MS CRM Users using v6.0 and higher, when updating a call in MS CRM, the Priority would not be retrieved from the existing call and would be blank.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For Microsoft Dynamics CRM users, when selecting a MS CRM contact the mobile number is now retrieved into the quote.
Version: 4.9    Build: 8    Release Date: 06/05/2014     Type: New     View All Features in Build
Microsoft Dynamics CRM (MSCRM) version 2014 is now supported!
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: New     View All Features in Build
For SugarCRM Enterprise 7.0 and higher users, Opportunity Revenue Line Items are now supported in SugarCRM opportunities.
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: New     View All Features in Build
The DataLink feature has been vastly improved. For salesforce.com users, you can configure the DataLink to copy information from QuoteWerks into salesforce.com opportunity fields when QuoteWerks creates or updates a salesforce.com 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 salesforce.com opportunity product items using the EventAction of "CRMOppItem_CreateUpdate". The DataLink is bi-directional so after the Opportunity is created/updated in salesforce.com you can setup a DataLink mapping to copy information from the salesforce.com opportunity back into the QuoteWerks quote. This can be done at the opportunity level and also the opportunity product items level enabling you to update QuoteWerks line item columns with information from the salesforce.com opportunity or opportunity product items.
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
For ACT! users, when QuoteWerks creates/updates an ACT Opportunity and is setup to write line items to the ACT Opportunity the CRMProductID auto-generation feature is now supported. This can be setup on the ACT Opportunity Setup window from the Contacts->Setup Contact manager menu, choose [Opportunity Setup] button.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
For ACT! for Web users, when QuoteWerks creates/updates an ACT! for Web Opportunity and is setup to write line items to the ACT! for Web Opportunity the CRMProductID auto-generation feature is now supported. This can be setup on the ACT For Web Opportunity Setup window from the Contacts->Setup Contact manager menu, choose [Opportunity Setup] button.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
For Microsoft Dynamics CRM (MS CRM) users, when QuoteWerks creates/updates a MS CRM Opportunity and is setup to write line items to the MS CRM Opportunity the CRMProductID auto-generation feature is now supported. This can be setup on the MSCRM Opportunity Setup window from the Contacts->Setup Contact manager menu, choose [MS CRM Setup] button.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
CRMProductID Auto-Generation feature. In the simplest scenario you can setup the link to just use a QuoteWerks part number like the Manufacturer field as the CRM Opportunity CRMProductID. As a starting point the value from a specified field like the QuoteWerks ManufacturerPartNumber field is used. The auto-generation feature will allow for more than this when the InternalPartNumber or any CustomTextxx field is selected as the mapped field. This new auto-generation feature will allow for many scenarios of use, including the ability to maintain your own proprietary part numbers in CRM Opportunity. If the CRM integration supports using CRM Products as a product data source link, you can even use the Etilize functionality in combination with your own proprietary parts in CRM Opportunity. There are 3 auto-generation options. With "Do not auto-generate", when exporting items to CRM Opportunity, if the mapped field is empty, this will stop and force you to specify your proprietary part number. If you pulled the part from CRM Opportunity, it will already have your proprietary part number from CRM Opportunity. This is useful when you have custom part numbers that are not based on any field or combination of fields. With "Do not auto-generate", when exporting items to CRM Opportunity, if the mapped field is empty, then you will be forced to manually specify an CRMProductID before proceeding. This is used when using your own proprietary part numbers. With "Auto-generate using macro:", when exporting items to CRM Opportunity, instead of just using a simple field value like the ManufacturerPartNumber to become the CRM Opportunity CRMProductID, you can choose to have the CRM Opportunity CRMProductID auto-generated using a macro like &DI_ItemType:&DI_ManufacturerPartNumber. With "Auto-generate using macro based on ItemType:", when exporting items to CRM Opportunity, instead of just using a simple field value like the ManufacturerPartNumber to become the CRM Opportunity CRMProductID, you can choose to have the CRM Opportunity CRMProductID auto-generated based on the ItemType of the Item. So, for example if the ItemType is "Haas", then you can map to an auto-generation macro of "Haas:&DI_ManufacturerPartNumber, but if the ItemType is "Hardware" then you can map to an auto-generation macro of just "&DI_ManufacturerPartNumber". You can also set a value for "If any ItemTypes are not mapped use the following macro:".
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 MSCRM 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 MS CRM Users, there is now an option to select which MS Dynamics CRM entity (Account/Contact, or Opportunity) to attach attachments to such as Mail attachments, Linked Documents, QuoteWerks Links Tab documents.
Version: 4.9    Build: 1.17    Release Date: 10/31/2013     Type: Fix     View All Features in Build
For MS CRM Users, when attaching a document to the Opportunity Record, would receive a "Error: 'Value cannot be null. Parameter name g'" if the document in Quotewerks was not associated with an MS Dynamics CRM Opportunity.
Version: 4.9    Build: 1.17    Release Date: 10/31/2013     Type: Fix     View All Features in Build
For MS CRM Users, when converting a Quote to an Order or Invoice, the corresponding Quote and Opportunity in MS CRM were not reflecting the document number change unless a the document was resaved in QuoteWerks.
Version: 4.9    Build: 1.17    Release Date: 10/31/2013     Type: Fix     View All Features in Build
For MS CRM Users, when renaming a document in QuoteWerks, the corresponding Quote and Opportunity in MS CRM were not reflecting the document name change unless a the document was resaved in QuoteWerks.
Version: 4.9    Build: 1.14    Release Date: 10/24/2013     Type: New     View All Features in Build
Microsoft Dynamics CRM (MS CRM) version 6.0/2013 is now supported!
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: Misc     View All Features in Build
For MS CRM 5.0 users, the "CRM Live (Passport/Office 365)" authentication method is the only method that now works with MS CRM 5.0, so all other methods are now disabled for MS CRM 5.0.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
For MS CRM 5.0 users, Office 365 logins now supported! These are used with Microsoft Dynamics CRM Online. Microsoft Passport Logins are still supported.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
For MS CRM 3.0, 4.0, and 5.0 users the QuoteWerks linked document now attaches to the MS CRM opportunity instead of the MS CRM Account. This also applies to any file attaching that QuoteWerks performs with MS CRM, so the automatic attachment of PDF quotes sent to customers will attach to the opportunity (if any). The same applies when attaching files from the Links tab of the Quote WorkBook.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: Misc     View All Features in Build
The MS CRM 5.0 integration is now using the MS CRM native 5.0 API versus the forward compatible MS CRM 4.0 API. This MS CRM native 5.0 API requires the Microsoft Identify Framework (which Microsoft does not support on Windows XP) be installed which also requires Microsoft .NET Framework version 4.0 be installed.
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: 1    Release Date: 11/14/2012     Type: Misc     View All Features in Build
For MS CRM users, When linking to an existing MS CRM Opportunity, Only the first 20 Opportunities would be returned. Now all Open Opportunities are returned.
Version: 4.8    Build: 1    Release Date: 11/14/2012     Type: Fix     View All Features in Build
For MS CRM users, when integrating with MS CRM Quotes - If the Description of an Item was over 500 characters, the line would not be created in the MS CRM Quote. This would cause the quote totals in MS CRM not to match QuoteWerks.
Version: 4.8    Build: 1    Release Date: 11/14/2012     Type: Fix     View All Features in Build
For MS CRM users, when selecting MS CRM 5, the credentials were not saving on the user preferences form.
Version: 4.7    Build: 08.09    Release Date: 10/05/2012     Type: New     View All Features in Build
When sending emails you can now control where/how the email is logged in your CRM. For ACT!, ACT! for Web, GoldMine, Maximizer, and MS CRM you can choose to log the sent email under the CRM record for the SoldTo contact. Previously this would happen behind the scenes automatically, whereas now you have more control over it. For GoldMine and MS CRM you can choose to log the sent email under the E-Mail recipient contact record in GoldMine or MS CRM respectively.
Version: 4.7    Build: 08.09    Release Date: 10/05/2012     Type: Fix     View All Features in Build
For MS CRM 5.0 users, the Contact Manager tab under the Tools->My Preferences menu was not appearing.
Version: 4.7    Build: 7.17    Release Date: 08/27/2012     Type: Fix     View All Features in Build
MS CRM users, the Search MS CRM option for looking up email address in Microsoft CRM was not available in MS CRM 5.0 even though supported in 4.0
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: New     View All Features in Build
MS CRM 5.0 Live (Passport/Microsoft Hosted) and Internet Facing Deployment (IFD) options are 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: 4    Release Date: 03/09/2012     Type: New     View All Features in Build
For MS CRM 4.0 and higher users, when creating an MS CRM quote from QuoteWerks, the MS CRM's quote freight field is now populated with the QuoteWerks Shipping Amount.
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: New     View All Features in Build
For MS CRM 5.0 users, the "Display contact in Contact Manager" button on the SoldTo/ShipTo tab, is now available.
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: Misc     View All Features in Build
Under the Contacts->Setup Contact Manager menu, for all of the CRMs, the CRM user credentials are now stored in separate ini keys which makes it much easier for resellers to demo QuoteWerks with different CRM systems. Also, the user credentials for all of the CRMs that requires user level credentials can now be specified on the Contacts->Setup Contact Manager menu.
Version: 4.7    Build: 1.01    Release Date: 11/16/2011     Type: Misc     View All Features in Build
For MS CRM users, removed hard coded USD $ symbol from the Revenue and Actual Revenue labels on the Sales Opportunity window.
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: New     View All Features in Build
Support for MS CRM 5.0 (Active Directory only). Internet Facing Deployment (IFD) is not supported. Microsoft Dynamics CRM Online is not supported.
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: Fix     View All Features in Build
For ACT!, ACT! for Web, Outlook BCM, and MS CRM users, when line item detail was being written into the sales opportunity, if the quote included a group that was optional, the individual items were incorrectly being included in the sales opportunity line item detail.
Version: 4.6    Build: 3.06    Release Date: 03/21/2011     Type: Fix     View All Features in Build
On the MS CRM Create/Update Opportunity window when a Message Bar message was displayed, the lower portion of the window would be cutoff.
Version: 4.6    Build: 2    Release Date: 02/16/2011     Type: Fix     View All Features in Build
If your CRM was not GoldMine, MS CRM or ACT for Web, you would not be able to select an email address from the new 'QuoteWerks Users" option on the Select E-mail Recipients window.
Version: 4.6    Build: 1.06    Release Date: 12/20/2010     Type: Fix     View All Features in Build
For MS CRM users, The record id of the MS CRM opportunity was not getting saved into the QuoteWerks quote upon initial creation or linking of the opportunity.
Version: 4.6    Build: 1    Release Date: 12/15/2010     Type: Fix     View All Features in Build
For MS CRM users, if linking the quote to an existing MS CRM Opportunity, if no changes were made after linking to the Opportunity, the link to the opportunity would not be saved in the quote.
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, MSCRM, 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: 4    Release Date: 04/07/2010     Type: Misc     View All Features in Build
The MS CRM Integration link Windows installer has been updated to say "QuoteWerks 4.5 MS CRM link".
Version: 4.5    Build: 1    Release Date: 12/15/2009     Type: Fix     View All Features in Build
For ACT!, MS CRM, and Outlook BCM users, if you selected the option to have QuoteWerks write line item details into the CRM's Sales Opportunity, if a Grouped Bundle's header line had a blank description and a 0.00 dollar amount, the Grouped Bundle Header line would not be added (as a line item) to the CRM opportunity.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For MS CRM 4.0 users, the MS CRM integration now supports Multi-Tenancy installations, Internet Facing Deployments (IFD), and Active Directory Impersonation.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For MS CRM 4.0 users, there is now an option to create quotes in MS CRM that are associated with the MS CRM opportunity. These Quotes are populated with line item detail from the QuoteWerks quote.

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Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For MS CRM 4.0 users, you can now link to existing MS CRM Opportunities rather than having to use a new MS CRM opportunity created by QuoteWerks.

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Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For MS CRM 4.0 users, on the Create/update MS CRM Sales Opportunity window, there is now a button that will open the MS CRM Opportunity in MS CRM.

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Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For MS CRM 4.0 users, on the Create/update Follow up call window, there is now a button that will open the MS CRM follow up call in MS CRM.

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Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For MS CRM 4.0 users, there is now a button on the SoldTo / ShipTo tab that will open the MS CRM Contact in MS CRM for the SoldTo, ShipTo, or BillTo linked contact.

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Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For MS CRM 4.0 users, Emails sent from within QuoteWerks (using the built-in QuoteWerks SMTP email or by automating Outlook) are now logged as sent emails in MS CRM history.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For MS CRM 4.0 users, on the newly redesigned Select Email Address window, there is now a "'Sold To' E-mail Addresses from MS CRM" email list. This will be a list of all email addresses associated with the MS CRM account or contact record that is linked to the Sold To fields in QuoteWerks. If linked to a MS CRM account record, all the email addresses associated with the account and all the email addresses associated with the contacts under this account will be displayed.

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Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For MS CRM 4.0 users, on the newly redesigned Select Email Address window, there is now a "'Ship To' E-mail Addresses from MS CRM" email list. This will be a list of all email addresses associated with the MS CRM account or contact record that is linked to the Ship To fields in QuoteWerks. If linked to a MS CRM account record, all the email addresses associated with the account and all the email addresses associated with the contacts under this account will be displayed.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For MS CRM 4.0 users, on the newly redesigned Select Email Address window, there is now a "'Bill To' E-mail Addresses from MS CRM" email list. This will be a list of all email addresses associated with the MS CRM account or contact record that is linked to the Bill To fields in QuoteWerks. If linked to a MS CRM account record, all the email addresses associated with the account and all the email addresses associated with the contacts under this account will be displayed.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For MS CRM 4.0 users, on the newly redesigned Select Email Address window, there is now an option to "Search MS CRM" for an email address. You can search your entire MS CRM database for an email address, searching by Account, Name, or Phone.

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Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: Fix     View All Features in Build
For MS CRM 4.0 users, when running the Merge Remote Documents, and choosing to download the DTF files from MS CRM, some of the files would not be downloaded correctly. The contents of the DTF file would instead contain an MS CRM authentication error message. This issue was related to a port number being specified with the MS CRM server name.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: New     View All Features in Build
Added support for SugarCRM (versions 5.1 and 5.2) open source web based contact management software ( www.sugarcrm.com ). The integration includes: a) SugarCRM can be searched to find Contacts or Accounts to pull into the quote. b) QuoteWerks will create/update a linked document (as a SugarCRM note attachment). c) QuoteWerks will create/update a follow up call (as a SugarCRM Call). d) QuoteWerks will create/update a Sales Opportunity (as a SugarCRM Opportunity). e) The QuoteWerks DataLink feature can be used with SugarCRM enabling you to retrieve information like Terms and shipping method from the SugarCRM Contact or Account into the quote. f) When printing, QuoteWerks can retrieve Contact or Account data from SugarCRM and include it in the printed output. g) SugarCRM Contact and Account data can be retrieved using the F2 Lookup macro of ~SugarCRM_Macro().
Version: 4.0    Build: 45.01    Release Date: 03/17/2009     Type: New     View All Features in Build
When creating Sales Opportunities in MS CRM, QuoteWerks now supports custom CRM Opportunity Rating Codes in addition to the standard codes of "Hot", "Warm", and "Cold".
Version: 4.0    Build: 45.01    Release Date: 03/17/2009     Type: Fix     View All Features in Build
For MSCRM 1.2 users, when closing an opportunity, the Actual Close Date was not being populated.
Version: 4.0    Build: 44    Release Date: 01/21/2009     Type: Fix     View All Features in Build
For MS CRM users, if you preview or print a quote layout that contains an MS CRM field before you have retrieved a contact from MS CRM, would receive "Runtime Error 91" error.
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: New     View All Features in Build
When searching for contacts under the Contacts|Lookup menu, the ability to sort columns in the results grid by clicking on the column header is now also supported for ACT!, MS CRM, Outlook, Peachtree, QuickBooks, SalesLogix, and salesforce.com users.
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: Misc     View All Features in Build
When creating or updating an MSCRM opportunity, a warning message is displayed if no rating was selected.
Version: 4.0    Build: 35    Release Date: 04/04/2008     Type: New     View All Features in Build
MS Dynamics CRM 4.0 is now supported!
Version: 4.0    Build: 35    Release Date: 04/04/2008     Type: New     View All Features in Build
For MS CRM users that have changed their statuscode or opportunityratingcode values to anything other than the default there are now INI settings in the site.ini that can be set to accommodate these non-default codes. Under the [Contact Managers] section of the site.ini file the following keys can be set: MSCRMOppStatusCodeOpen, MSCRMOppStatusCodeWon, MSCRMOppStatusCodeCanceled, MSCRMOppStatusCodeOutSold, MSCRMOppRatingCodeHot, MSCRMOppRatingCodeWarm, and MSCRMOppRatingCodeCold.
Version: 4.0    Build: 24    Release Date: 03/13/2007     Type: Misc     View All Features in Build
When creating an attachment record in MS CRM, the note has now been modified to read "Right click on the attachment file and select Open to open the QuoteWerks document." since the positioning of the note relative to the attachment has changed.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: New     View All Features in Build
When merging remote documents and choosing to download the dtf files from MS CRM or salesforce.com, if you choose to merge only the documents since the last merge, QuoteWerks will now only download the files from MS CRM or salesforce.com that have changed since the last merge. This improves performance tremendously.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: Fix     View All Features in Build
For MS CRM users, when closing sales opportunities, the "ActualAmount" field was not getting updated so it would be set to 0.00.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: Fix     View All Features in Build
For MS CRM users, when attempting to schedule an activity for a sales opportunity that was created by QuoteWerks would receive an error "An unhandled exception occurred during the execution...". This will no longer happen for any new sales opportunities created in MS CRM by QuoteWerks. Existing opportunities in MS CRM will still have this problem unless they are updated by QuoteWerks.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: Fix     View All Features in Build
When starting with a new order (not converting from a quote) and integrating with MS CRM, the sales opportunity was created in MS CRM, but it was not being closed.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: Fix     View All Features in Build
On the File|Save window, if you had selected to perform activities with SalesLogix, or MS CRM and did not retrieve a SoldToCompany into the quote, you would not be warned that you must retrieve a SoldToCompany into the quote in order to proceed.
Version: 4.0    Build: 22    Release Date: 09/05/2006     Type: Fix     View All Features in Build
"Overflow" error when a search for an MS CRM contact returned roughly more than 60 matches.
Version: 4.0    Build: 22    Release Date: 09/05/2006     Type: Fix     View All Features in Build
If the results for a MS CRM contact searched returned more than 50 matches, only the first 50 would be displayed.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: New     View All Features in Build
MS CRM field data can now be used in print layout formulas.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Fix     View All Features in Build
Using MS CRM 3.0 and converting a quote to an order would receive the error message "Error updating opportunity before closing it. Error: SOAP Server Application Faulted ..."
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Fix     View All Features in Build
Error "installation ended prematurely because of an error" when installing the QuoteWerks MS CRM link on a Windows 2003 Server machine running Terminal Services.
Version: 4.0    Build: 17    Release Date: 01/03/2006     Type: New     View All Features in Build
Added support for MS CRM v3.0.
Version: 4.0    Build: 17    Release Date: 01/03/2006     Type: Fix     View All Features in Build
Error "installation ended prematurely because of an error" when installing the QuoteWerks ACT or MS CRM link on a Windows 2003 Server machine running Terminal Services.
Version: 4.0    Build: 16    Release Date: 12/12/2005     Type: Fix     View All Features in Build
In demo mode, the MS CRM integration setup was disabled.
Version: 4.0    Build: 15    Release Date: 12/08/2005     Type: New     View All Features in Build
On the MS CRM follow up call window added F2 Lookup support for the Category and Sub-Category fields so that you can maintain a list of possible selectsion for those fields.
Version: 4.0    Build: 15    Release Date: 12/08/2005     Type: Misc     View All Features in Build
If you are not using the Corporate Edition and you select the MS CRM entry on the Contacts|Setup Contact Manager window, all the MS CRM options are now disabled.
Version: 4.0    Build: 15    Release Date: 12/08/2005     Type: Fix     View All Features in Build
When running the Merge Remote documents feature through the command line, now the MS CRM attachments are downloaded from MS CRM before the Merge Process is run.
Version: 4.0    Build: 15    Release Date: 12/08/2005     Type: Fix     View All Features in Build
In the Activity Scheduler, if you selected to Merge Remote Documents and you are using MS CRM, now it will ask you if you want to download the attachments from MS CRM before merging the remote documents.
Version: 4.0    Build: 15    Release Date: 12/08/2005     Type: Fix     View All Features in Build
If the MS CRM link was not installed and QuoteWerks tried to install it from the Contacts|Setup Contact Manager menu would receive an error that it could not find QWMSCRMInt.msi
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: New     View All Features in Build
QuoteWerks Corporate Edition now supports MS CRM v1.2. The integration includes: a) From within QuoteWerks you can search for a MS CRM contact or account and pull that information into the quote. b) The QuoteWerks DataLink feature can be used with MS CRM enabling you to retrieve information like Terms and shipping method from the MS CRM account or contact into the quote. c) QuoteWerks will create/update sales opportunities in MS CRM and will also close opportunities as Won or Lost. d) QuoteWerks will create/update a follow up call in MS CRM. e) When printing, QuoteWerks can retrieve data from MS CRM and include it in the printed output.