407-248-1481
QuoteWerks Update Center
example: QuoteValet "payment option" -deposit
150 Search results for sugarcrm
150 Search results for sugarcrm
Version: 24.0 Build: 1.10 Release Date: 02/02/2024 Type: Fix View All Features in Build
For SugarCRM users, some custom Lost and Won Opportunity Stages were not showing for users.Version: 24.0 Build: 1.08 Release Date: 01/19/2024 Type: New View All Features in Build
SugarCRM 13.3 is now supported!Version: 24.0 Build: 1.05 Release Date: 12/13/2023 Type: Fix View All Features in Build
For SugarCRM users, when trying to retrieve a datalink value would return Error: "FieldName" not found!Version: 24.0 Build: 1.03 Release Date: 12/08/2023 Type: New View All Features in Build
For SugarCRM users, significant speed improvements were made across all API calls.Version: 24.0 Build: 1.01 Release Date: 11/30/2023 Type: Fix View All Features in Build
When using the F2Lookup field through the setup window of Act Desktop, Autotask, Hubspot, MSCRM, Salesforce, SugarCRM, or Zoho: Editing a F2 Lookup field without using a QuoteWerks skin would cause an error. Editing a F2 Lookup field description would cause the error "The Lookup value name already exists in the list." Pressing the Delete button on the F2 Lookup window would close the window. Updating an existing field description would not update the value in the database.Version: 24.0 Build: 1.01 Release Date: 11/30/2023 Type: New View All Features in Build
SugarCRM version 13.2 is now supported!Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: Fix View All Features in Build
For SugarCRM users, if a quote was uploaded to QuoteValet and a customer accepted the quote and chose to convert the Quote to an Order and there was no existing opportunity for this quote and the Opportunity Completion Mode was set to NeverComplete, the Opportunity window was being displayed and should not have been displayed.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: New View All Features in Build
SugarCRM version 13.1 is now supported!Version: 23.0 Build: 4 Release Date: 04/21/2023 Type: New View All Features in Build
Added support for SugarCRM 13.0!Version: 23.0 Build: 2.01 Release Date: 03/03/2023 Type: Fix View All Features in Build
For SugarCRM users, the Phone search on the Contact Lookup was not bringing back search results if the phone number did not match up perfectly.Version: 23.0 Build: 2.01 Release Date: 03/03/2023 Type: New View All Features in Build
SugarCRM version 12.3 is now supported!Version: 23.0 Build: 1.03 Release Date: 11/28/2022 Type: New View All Features in Build
SugarCRM version 12.2 is now supported!Version: 5.7 Build: 3.16 Release Date: 06/22/2022 Type: New View All Features in Build
SugarCRM version 12.0 is now supported!Version: 5.7 Build: 3.16 Release Date: 06/22/2022 Type: New View All Features in Build
SugarCRM version 12.1 is now supported!Version: 5.7 Build: 2.22 Release Date: 03/03/2022 Type: New View All Features in Build
For SugarCRM users, you can now create a new SugarCRM Account and Contact record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the Contact field cannot already be populated with a contact that was retrieved from SugarCRM. Also, the Company, and Contact must 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: 5.7 Build: 2.22 Release Date: 03/03/2022 Type: New View All Features in Build
SugarCRM version 11.3 is now supported!Version: 5.7 Build: 2.14 Release Date: 02/23/2022 Type: Fix View All Features in Build
For SugarCRM users, some API connections were not reconnecting after a long period of inactivity.Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: New View All Features in Build
For SugarCRM users, in the SugarCRM 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: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: New View All Features in Build
SugarCRM version 11.2 is now supported!Version: 5.6 Build: 5.12 Release Date: 09/24/2021 Type: Fix View All Features in Build
For SugarCRM users, when doing datalinking, error messages about unrelated datafields could appear.Version: 5.6 Build: 5.10 Release Date: 09/03/2021 Type: New View All Features in Build
SugarCRM 11.1 is now supported!Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: Fix View All Features in Build
For SugarCRM users, the call status of "Planned" was showing instead of "Scheduled" on the SugarCRM Call form dropdown control.Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: Fix View All Features in Build
For SugarCRM users, if a comma is used as a decimal separator, the value of the opportunity is multiplied by 100.Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: Misc View All Features in Build
Activated beta testing support for SugarCRM 11.1Version: 5.6 Build: 3.32 Release Date: 05/11/2021 Type: Fix View All Features in Build
For SugarCRM users, the expected close date was not being populated when resaving or closing an Opportunity in QuoteWerks.Version: 5.6 Build: 3.32 Release Date: 05/11/2021 Type: Fix View All Features in Build
For SugarCRM users, account and contact datalinking in QuoteWerks could return an error in SugarCRM version 6.5.Version: 5.6 Build: 3.32 Release Date: 05/11/2021 Type: Fix View All Features in Build
For SugarCRM users, no account results were found on the Lookup window when 'Also display Account Contacts' was unchecked.Version: 5.6 Build: 3.32 Release Date: 05/11/2021 Type: New View All Features in Build
For SugarCRM users, if the contact address is empty, the company address will be used when doing a search on the Lookup window.Version: 5.6 Build: 3.32 Release Date: 05/11/2021 Type: New View All Features in Build
For SugarCRM users, SugarCRM version 11.0 is now supported.Version: 5.6 Build: 3.36 Release Date: 05/27/2021 Type: Fix View All Features in Build
For SugarCRM users, non professional versions of SugarCRM would not have the Opportunity window appear when saving an Opportunity in QuoteWerks.Version: 5.6 Build: 3.36 Release Date: 05/27/2021 Type: Fix View All Features in Build
For SugarCRM users, on the Opportunity window, if the data in a combobox is too wide to display in the combo box, when you click the dropdown list, the drop down list will be wider to allow you to see the full text.Version: 5.6 Build: 3.36 Release Date: 05/27/2021 Type: Fix View All Features in Build
For SugarCRM users, when converting a quote in QuoteWerks, the close date was not using Today's date.Version: 5.6 Build: 3.25 Release Date: 04/19/2021 Type: Fix View All Features in Build
For SugarCRM users, doing a phone lookup search would cause an error if no results were found.Version: 5.6 Build: 3.25 Release Date: 04/19/2021 Type: Fix View All Features in Build
For SugarCRM users, the home number was being used instead of the office phone number when doing a contact search on the Lookup window.Version: 5.6 Build: 3.25 Release Date: 04/19/2021 Type: Misc View All Features in Build
For SugarCRM users, the search textbox is now focused after selecting a search option on the Lookup window.Version: 5.6 Build: 3.25 Release Date: 04/19/2021 Type: New View All Features in Build
For SugarCRM users, the Revenue Line Item fields Name, Type, LeadSource, LikelyCase, NextStep, Campaign and Team can now be written to SugarCRM with DataLinking from QuoteWerks.Version: 5.6 Build: 3.25 Release Date: 04/19/2021 Type: New View All Features in Build
For SugarCRM users, the Opportunity fields Name, Type, LeadSource, LikelyCase, NextStep, Campaign and Team can now be written to SugarCRM with DataLinking from QuoteWerks.Version: 5.6 Build: 3.19 Release Date: 03/24/2021 Type: Fix View All Features in Build
For SugarCRM users, the sales stage was disabled for some users on the Create/Update Opportunity window.Version: 5.6 Build: 3.19 Release Date: 03/24/2021 Type: Fix View All Features in Build
For SugarCRM users, sales stage was not being set on the Opportunity or Revenue Line ItemsVersion: 5.6 Build: 3.19 Release Date: 03/24/2021 Type: Fix View All Features in Build
For SugarCRM users, when attempting to create or update an Opportunity and custom Sales Stage items existed, would receive error.Version: 5.6 Build: 3.19 Release Date: 03/24/2021 Type: Fix View All Features in Build
For SugarCRM users, some users were receiving a "Nullable object must have a value." error when attempting to create or update an Opportunity.Version: 5.6 Build: 3.19 Release Date: 03/24/2021 Type: Fix View All Features in Build
When using the "Copy To" feature on the Sold to / Ship to tab to copy contact details, the CompanyRecID field was not being copied over which would cause problems when integrating with Zoho, salesforce.com, MS CRM and SugarCRM.Version: 5.6 Build: 3.19 Release Date: 03/24/2021 Type: Misc View All Features in Build
For SugarCRM users, the Product ID Mapping fields were duplicated in the combo dropdown control on the SugarCRM Setup window.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: New View All Features in Build
SugarCRM 10.3 is now supported!Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: Fix View All Features in Build
For SugarCRM users, the DataLink would not work for a Contact type if no Account was associated with it.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: Fix View All Features in Build
For SugarCRM users, the 'Test' button on the Contact Manager Setup window was not working correctly for the URL.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: Fix View All Features in Build
For SugarCRM users, when a Contact was selected for the SoldTo instead of an Account, when you saved the quote, an error would be displayed, and the DTF file would not be saved.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: Misc View All Features in Build
For SugarCRM users, the SugarCRM QuoteWerks forms were moved to .NET framework.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: Misc View All Features in Build
For SugarCRM users, when doing a contact search for the fields name, contact first name, contact last name, and account name, it will now be a "Contains" search.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: New View All Features in Build
For SugarCRM users, the SugarCRM connection will be reconnected automatically if the session is expired.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: New View All Features in Build
For SugarCRM users, Opportunities can now have their name set by the user.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: New View All Features in Build
For SugarCRM users, files can now be attached to opportunities from the Opportunity creation window.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: New View All Features in Build
For SugarCRM users, there is now a "View SoldTo" link on the Links tab of the Quote WorkBook that you can click to view the Contact in SugarCRM.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: New View All Features in Build
For SugarCRM users, there is now a "View Opportunity" link on the Links tab of the Quote WorkBook that you can click to view the Opportunity in SugarCRM.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: New View All Features in Build
For SugarCRM users, there is now a "View Call" link on the Links tab of the Quote WorkBook that you can click to view the Call in SugarCRM.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: New View All Features in Build
For SugarCRM users, a Call will now be saved to a contact if an account is not selected.Version: 5.6 Build: 1 Release Date: 11/11/2020 Type: Fix View All Features in Build
For SugarCRM users, when the 'Write a single summary line item into the SugarCRM Opportunity' option is checked, the Opportunity total did not include the recurring line item amounts.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: Fix View All Features in Build
For SugarCRM users, the DataLink fields were case sensitive and if the field names did not match, an error value would be used when the field was populated.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: New View All Features in Build
SugarCRM 10.2 is now supported!Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: New View All Features in Build
SugarCRM 10.1 is now supported!Version: 5.5 Build: 4.04 Release Date: 05/06/2020 Type: Fix View All Features in Build
For SugarCRM users, the expected closed date field can only be set if the SugarCRM instance supports Revenue Line Items and the quote has line items or if the SugarCRM instance does not support Revenue line items.Version: 5.5 Build: 4.01 Release Date: 04/23/2020 Type: Fix View All Features in Build
For SugarCRM users, when searching on the Contact Lookup window with 'Also display Account Contacts' checked, only 1 contact search result was showing.Version: 5.5 Build: 4.01 Release Date: 04/23/2020 Type: New View All Features in Build
For SugarCRM users, SugarCRM 10.0 is now supported.Version: 5.5 Build: 4 Release Date: 04/22/2020 Type: Fix View All Features in Build
For SugarCRM users, re-saving an Opportunity was setting the estimated close date to today's date.Version: 5.5 Build: 2.03 Release Date: 01/23/2020 Type: New View All Features in Build
SugarCRM 9.3 is now supported!Version: 5.5 Build: 1.09 Release Date: 11/11/2019 Type: Fix View All Features in Build
For SugarCRM users, multiple quantity line items from QuoteWerks were not being converted to Revenue Line Items correctly in SugarCRM.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: Fix View All Features in Build
For SugarCRM users, re-saving an existing Opportunity was setting the probability to 0.Version: 5.5 Build: 1.07 Release Date: 11/5/2019 Type: Fix View All Features in Build
For SugarCRM users, if a QuoteWerks datalink is set up to a SugarCRM custom field for the 'CRMOppHeader_CreateUpdate', and it is set to Read into QuoteWerks, an error occurs.Version: 5.5 Build: 1.07 Release Date: 11/5/2019 Type: Fix View All Features in Build
For SugarCRM users, creating a Product Line Item with a price of 0.00 would cause a Runtime error 13.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
For SugarCRM users, QuoteWerks now supports the "Ultimate" edition.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
SugarCRM 9.2 is now supported!Version: 5.4 Build: 7.11 Release Date: 08/23/2019 Type: New View All Features in Build
For SugarCRM users, in the Settings Manager, you can set SystemSettings\SugarCRM\DisableMD5Encryption=-1 in scenerios where this is needed.Version: 5.4 Build: 7.10 Release Date: 08/09/2019 Type: New View All Features in Build
SugarCRM 9.1 is now supported!Version: 5.4 Build: 4.02 Release Date: 04/17/2019 Type: New View All Features in Build
SugarCRM 9.0 is now supported!Version: 5.4 Build: 3.05 Release Date: 03/12/2019 Type: New View All Features in Build
SugarCRM 8.3 is now supported!Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: Fix View All Features in Build
For SugarCRM users, when attempting to save a closed opportunity that was saved as won, the user would receive an error message stating the opportunity was already closed as Lost.Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: Fix View All Features in Build
For SugarCRM users, if a quote had multiple line items, all line items were being added as Revenue Line Items and causing an error.Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: Fix View All Features in Build
For SugarCRM users, the server URL was being changed to lower-case. This could be an issue with Unix / Linux web servers.Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: Misc View All Features in Build
Activated beta testing support for SugarCRM 8.3Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: Misc View All Features in Build
For SugarCRM users, better error handling was added to the SugarCRM URL testing.Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: New View All Features in Build
For SugarCRM (Enterprise) users, bi-directional DataLink is now supported for SugarCRM Opportunity Line Items. Field information can be copied from the QuoteWerks Line Item into the SugarCRM opportunity line item and then fields can also be copied from the SugarCRM Opportunity Line Item into the QuoteWerks line item.Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: New View All Features in Build
For SugarCRM (Enterprise) users, when writing SugarCRM Opportunity Line items (Revenue Line Items), they can be "rolled up" into a summary line item for the entire quote, or can be each individual line item from QuoteWerks.Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: New View All Features in Build
For SugarCRM (Enterprise) users, when writing SugarCRM opportunity Line Items, you can specify a QuoteWerks macro or part number generation option for auto-generating a value for the "Revenue Line Item name", for example, &DI_ManufacturerPartNumber.Version: 5.3 Build: 4 Release Date: 6/11/2018 Type: Misc View All Features in Build
For SugarCRM users, versions 5.1, 5.2, 5.5, 6.0, 6.1, 6.2, 6.3, and 6.4 are no longer supported. SugarCRM does not support these versions.Version: 5.4 Build: 1.17 Release Date: 12/07/2018 Type: Fix View All Features in Build
For SugarCRM users, the Revenue Line Item Assigned To field was not being populated when an opportunity was being created from QuoteWerks.Version: 5.4 Build: 1.17 Release Date: 12/07/2018 Type: New View All Features in Build
For SugarCRM users, bi-directional data linking is now supported for the SugarCRM Opportunity Header. Field information can be copied from QuoteWerks into the SugarCRM opportunity and then fields can also be copied from the SugarCRM Opportunity into QuoteWerks.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: New View All Features in Build
SugarCRM 8.2 is now supported!Version: 5.3 Build: 5.07 Release Date: 08/08/2018 Type: Fix View All Features in Build
For SugarCRM users, would get an error that the account could not be found when attempting to add an account without a contact to a quote in QuoteWerks.
Version: 5.3 Build: 5.07 Release Date: 08/08/2018 Type: Fix View All Features in Build
For SugarCRM users, some html characters were not being encoded correctly when doing a Lookup contact search.Version: 5.3 Build: 5.07 Release Date: 08/08/2018 Type: New View All Features in Build
SugarCRM 8.1 is now supported!Version: 5.3 Build: 5.02 Release Date: 7/23/2018 Type: Misc View All Features in Build
Activated beta testing support for SugarCRM 8.1Version: 5.3 Build: 4.06 Release Date: 06/11/2018 Type: Fix View All Features in Build
For SugarCRM users, notes used to go to both Contact & account, now they just go to either account or contact depending on which was chosen.Version: 5.3 Build: 4.06 Release Date: 06/11/2018 Type: Fix View All Features in Build
For SugarCRM users, calls used to show up on both the contact and the account when scheduled.Version: 5.3 Build: 4.06 Release Date: 06/11/2018 Type: Fix View All Features in Build
For SugarCRM users, saving a quote for the first time produces the following error 'Error retrieving existing opportunities from SugarCRM.'Version: 5.3 Build: 4.06 Release Date: 06/11/2018 Type: Fix View All Features in Build
For SugarCRM users, when pulling in a contact, the account is not shown in the lookup window.Version: 5.3 Build: 4.06 Release Date: 06/11/2018 Type: Fix View All Features in Build
For SugarCRM users, account contacts when checked and searching by Account Name would not show in search.Version: 5.3 Build: 4.06 Release Date: 06/11/2018 Type: Fix View All Features in Build
For SugarCRM users, test button on Contact Manager Setup window did not validate the url correctly.Version: 5.3 Build: 4 Release Date: 06/11/2018 Type: Fix View All Features in Build
For SugarCRM users, opportunities require an Account, so now if you select a Contact that was not associated with an Account on the Lookup SugarCRM contact window you will be alerted that you cannot do that.Version: 5.3 Build: 4 Release Date: 06/11/2018 Type: Fix View All Features in Build
For SugarCRM users, if a contact without an account was selected from the Lookup SugarCRM contact window, follow up calls and linked documents were unable to be created.Version: 5.3 Build: 4 Release Date: 06/11/2018 Type: Fix View All Features in Build
For SugarCRM users, on a new opportunity window, the probability percentage displayed on the form and the sales stage dropdown value could be mismatched.Version: 5.3 Build: 4 Release Date: 06/11/2018 Type: New View All Features in Build
SugarCRM: 8.0 is now supported!Version: 5.3 Build: 3.01 Release Date: 03/09/2018 Type: Fix View All Features in Build
For SugarCRM users, when searching for a contact, the column settings were not being saved.Version: 5.3 Build: 3.01 Release Date: 03/09/2018 Type: New View All Features in Build
SugarCRM 7.11 is now supported!Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: New View All Features in Build
SugarCRM 7.10 is now supported!Version: 5.2 Build: 8.18 Release Date: 08/21/2017 Type: New View All Features in Build
SugarCRM 7.9 is now supported!Version: 5.2 Build: 2.26 Release Date: 02/10/2017 Type: New View All Features in Build
SugarCRM 7.8 is now supported!Version: 5.1 Build: 6.03 Release Date: 05/25/2016 Type: New View All Features in Build
For SugarCRM users on the Create/Update Follow Up Call window you can now specify the AssignedTo user.Version: 5.1 Build: 6.03 Release Date: 05/25/2016 Type: New View All Features in Build
For SugarCRM users on the Create Opportunity window you can now specify the AssignedTo user.Version: 5.1 Build: 6.03 Release Date: 05/25/2016 Type: New View All Features in Build
SugarCRM 7.7 is now supported!Version: 5.1 Build: 2.02 Release Date: 11/06/2015 Type: Fix View All Features in Build
For SugarCRM users, the AssignedTo field was getting cleared out when updating an existing opportunity. This issue was introduced again in Version 5.1 Build 1.Version: 5.1 Build: 2.02 Release Date: 11/06/2015 Type: New View All Features in Build
SugarCRM 7.6 is now supported!Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Fix View All Features in Build
For SugarCRM users, the AssignedTo field in QuoteWerks will now display the User's Name instead of the Logged In name in SugarCRM 7.0+.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Fix View All Features in Build
For SugarCRM users, not setting a CloseDate for an existing opportunity on SugarCRM Enterprise 7.5+ would cause a Type mismatch error 13.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Fix View All Features in Build
For SugarCRM users, the AssignedTo field was getting cleared out when updating an existing opportunity.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Fix View All Features in Build
For SugarCRM users, Opportunity Probability can no longer be set in SugarCRM 7.5+. You can change the probability by changing the Sales Stage. We have now disabled the probability field to reflect this SugarCRM change in SugarCRM versions 7.5 and higher.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Fix View All Features in Build
For SugarCRM users, saving a new quote to an existing Opportunity, would show the campaign's ID field instead of the campaign's name.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Misc View All Features in Build
Beta support activated for SugarCRM 7.6.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Misc View All Features in Build
The SugarCRM integration DLL has been upgraded to .NET framework 4.0 and installed to c:\program files\common files\quotewerks.Version: 5.0 Build: 4.19 Release Date: 05/15/2015 Type: Fix View All Features in Build
For MS CRM 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 MS CRM 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: 1.43 Release Date: 01/06/2015 Type: New View All Features in Build
SugarCRM 7.5 is now supported!Version: 5.0 Build: 1.18 Release Date: 12/12/2014 Type: Misc View All Features in Build
Activated beta testing support for SugarCRM 7.5.Version: 4.9 Build: 10.04 Release Date: 08/27/2014 Type: New View All Features in Build
For SugarCRM users, every time you saved an opportunity, the DateClosed was subtracted by one day.Version: 4.9 Build: 10.04 Release Date: 08/27/2014 Type: New View All Features in Build
For SugarCRM users, when selecting a SugarCRM contact the mobile number is now retrieved into the quote.Version: 4.9 Build: 8 Release Date: 06/05/2014 Type: Fix View All Features in Build
SugarCRM 7.0 and 7.1 Enterprise Revenue Line Item amount was getting updated with UnitPrice instead of ExtendedPrice.Version: 4.9 Build: 8 Release Date: 06/05/2014 Type: New View All Features in Build
SugarCRM 7.2 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
SugarCRM 7.0 and 7.1 are now supported!Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: Fix View All Features in Build
For SugarCRM users, the expected close date on an opportunity would sometimes display 12/30/1899.Version: 4.8 Build: 5 Release Date: 06/03/2013 Type: Fix View All Features in Build
For non-USA SugarCRM users, it was possible that the dates associated with SugarCRM calls and opportunities wouldn't be saved and/or loaded correctly causing discrepancies.Version: 4.8 Build: 5 Release Date: 06/03/2013 Type: New View All Features in Build
SugarCRM 6.7 is now supported!Version: 4.8 Build: 3.01 Release Date: 01/28/2013 Type: New View All Features in Build
SugarCRM 6.6 is now supported!Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: Fix View All Features in Build
For SugarCRM users, searching for Contacts would sometimes return duplicate results.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: Fix View All Features in Build
For SugarCRM users, upon updating an opportunity in SugarCRM the assigned to user would be blanked out.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: Fix View All Features in Build
For SugarCRM users, depending on SugarCRM installation / configuration could recieve the following error when attempting to login: 'Error 9999 - Error retrieving SugarCRM UserID for Username.'Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: New View All Features in Build
SugarCRM 6.5 is now supported!Version: 4.7 Build: 4 Release Date: 03/09/2012 Type: New View All Features in Build
The web browser "quotewerks:" protocol handler introduced with QuoteValet as a way to open QuoteWerks quotes using a URL. Now it has been updated to support all the functionality supported by the QuoteWerks Web Connector, thereby eliminating the need for the QuoteWerks Web Connector. This is particularly beneficial for terminal service users because the WebConnector would need to be setup for each terminal server user on a different manually specified port number, whereas none of this setup will now be required with the new "quotewerks:" protocol handler.
The Web Connector is used mostly in conjunction with web based CRM packages like salesforce.com and SugarCRM. It can also be used with any system that can launch a Web Link (URL). Using this feature it is possible to automate QuoteWerks creating a new quote and populating it with information from the web url. To modify existing web urls to work with the new "quotewerks:" protocol handler, simply change "http://localhost:1001/" to "quotewerks://"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
SugarCRM 6.4 is now supported!Version: 4.7 Build: 1.01 Release Date: 11/16/2011 Type: New View All Features in Build
SugarCRM 6.3 is now supported!Version: 4.6 Build: 5 Release Date: 06/10/2011 Type: New View All Features in Build
SugarCRM 6.2 is now supported!Version: 4.6 Build: 1.23 Release Date: 01/11/2011 Type: New View All Features in Build
SugarCRM 6.1 is now supported!Version: 4.5 Build: 10 Release Date: 08/11/2010 Type: New View All Features in Build
SugarCRM 6.0 is now supported!Version: 4.5 Build: 9.06 Release Date: 07/29/2010 Type: Fix View All Features in Build
For SugarCRM users, if the 'amount' field in the opportunity table in the SugarCRM database was configured as nullable and an opportunity was added to the table in such a way that the amount field was not populated, a runtime error would occur when attempting to bring up the opportunity window during the saving of a Quote and as a result QuoteWerks would close unexpectedly.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: 7 Release Date: 06/21/2010 Type: Fix View All Features in Build
For SugarCRM users, when pulling a contact into QuoteWerks, if the contact's street address in SugarCRM contained more than one line, all lines would be combined into the first address line in QuoteWerks.Version: 4.5 Build: 4 Release Date: 04/07/2010 Type: Fix View All Features in Build
For SugarCRM users when attempting to update a SugarCRM opportunity that was previously closed as 'Lost' you would not be prevented from doing so. QuoteWerks does not support the updating of SugarCRM opportunity that has already been closed. Also, if the QuoteWerks quote was converted to a 'Lost Sale', the SugarCRM opportunity was not getting closed.Version: 4.5 Build: 1.01 Release Date: 12/16/2009 Type: Fix View All Features in Build
For SugarCRM users, when creating an opportunity, if any existing opportunities for the select contact contained a blank value for the Probability (rather than a 0), an error "Run-time error '13': Type mismatch" would occur.Version: 4.5 Build: 1 Release Date: 12/15/2009 Type: New View All Features in Build
SugarCRM 5.5 is now supported!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().
©1993-2024 Aspire Technologies, Inc.
407-248-1481 (9am-5pm ET M-F)
Please Wait...