407-248-1481
QuoteWerks Update Center
Version 4.5 Summary
| 76 New, 62 Fixes, and 33 Miscellaneous features | ||
| New Features - Version 4.5 | ||
| 1. Updated QuoteWerks Interface! Color Schemes/Skins are now supported in QuoteWerks under the Appearance tab of the Tools->My Preferences user. Color schemes control the appearance of menus, buttons, text boxes and more. QuoteWerks can now look like Windows Vista, Office 2007, or even like a Mac application. You have to see it to believe it! It is really amazing. Each user can choose their own color scheme enabling them to express their personal preferences. [Build: 1] See a screenshot/video of this feature | ||
| 2. Drag Drop support! You can now drag and drop line items in the quote, instead of having to cut and insert paste line items. You can drag single line items or multiple line items. [Build: 1] | ||
| 3. There is now a Links tab in the Quote WorkBook. Here you can link external files to the quote document. If, for example, you have created a Visio diagram or cad drawing file that is related to this quote, you can simply select these files to add them to this Links tab. You can even drag the files into the Links tab from Windows explorer. It's that easy. With all the external files related to this quote document displayed on the Links tab, finding and opening them to edit or print is so much easier now because you can just open the QuoteWerks quote, and on the Links tab, all of these files are organized for you. No more trying to remember where they are stored or going searching for them. Once you've added a file to the Links tab, you can edit the description of the file so that it is displayed as "Network Architecture Design", rather than as the file name "f:\data\VisioFiles\NetworkDesignForABCCompany.vsd".
<br><br>
You can also add website links to the Links tab. You can simply drag the website address from your web browser into the Links tab. You can use this to link a package tracking url into the Links tab. Using the description feature you can name the link "UPS tracking for the flat screen TV". Double-clicking on the link launches the web page. You can add as many links as you like. You could also add links to website pages that contain information about the products you are selling whether it be for your internal reference or for your customer's reference. [Build: 1] See a screenshot/video of this feature | ||
| 4. There is now a "Create new linked file using template" feature on the Links tab, from within the quote, you can easily create a copy of any file and QuoteWerks will automatically give it a file name unique to this quote and will add it to the Links tab. So for example if you have a document template file called "JobCostAndTimeTracking.xls", simply clicking on the "New file link from template" button on the Links tab, QuoteWerks will make a copy of this file and name it, for example, "AAAQ1001_JobCostAndTimeTracking.xls". You are not limited to only one Excel file template either. You can setup as many as you want. You can have ones for different job types. You can create templates for any file type, even a text file like "OpenItemsTODOList.txt". [Build: 1] See a screenshot/video of this feature | ||
| 5. Improved Proposal support. Using the "Create new linked file using template" feature on the Links tab, you can also create a proposal template and save it in an RTF format. You can design it to look like your proposals. You can create complete proposal type documents containing different font types, sizes, bold, underlining, colors, bulleted lists, tables, etc. These proposal documents are unique to each quote and have their own unique file name (as described in the "File Name Generation Options" feature). These documents can contain QuoteWerks macro fields so that data from the quote is merged into these proposals resulting in the combined output of your manual customization along with the automation of data merging from the quote. Before QuoteWerks version 4.5, there was no way to merge quote data into an RTF document specific to a particular quote. [Build: 1] | ||
| 6. On the Print window there is a new Links tab. Here you can choose which files to include in the printed output. If you have any RTF files (like your proposals) linked, just put a checkmark next to it and it will be merged into the printed output. If you are emailing the printed output, you can choose which of the linked resources you would like to include as attachments in the email. So if you want to include that Visio drawing in the email to your customer, just put a checkmark next to it. [Build: 1] See a screenshot/video of this feature | ||
| 7. ACT! for Web (version 2010) is now supported!. This new integration is available in the Corporate Edition of QuoteWerks. In our experience the ACT! for Web integration is over 50% faster* than the standard ACT! integration. The integration includes: a) ACT! for Web can be searched to find Contacts to pull into the quote. b) QuoteWerks will create/update an attachment to the quote under the Documents tab in ACT! for Web. c) QuoteWerks will create/update a follow up call in ACT! for Web. d) QuoteWerks will create/update a Sales Opportunity in ACT! for Web. e) The QuoteWerks DataLink feature can be used with ACT! for Web enabling you to retrieve information like Terms and shipping method from the ACT! for Web Contact into the quote. f) When printing, QuoteWerks can retrieve Contact data from ACT! for Web and include it in the printed output. g) ACT! for Web Contact data can be retrieved using the F2 Lookup macro of ~ACTForWeb_Macro(). h) There is a "Display contact in contact manager" button on the SoldTo / ShipTo tab that will open the ACT! for Web Contact in ACT! for Web for the SoldTo, ShipTo, or BillTo linked contact. i) On the select Email Address window, you can see all the ACT! for Web email addreses associated with the contact record linked to the Sold To, Bill To, and Ship To fields. j) On the select Email Address window, there is now an option to "Search ACT! for Web" for an email address. You can search your entire ACT! for Web database for an email address, searching by Company, Contact, Last Name, or Phone. *We attribute this to the fact that ACT! is not installed on the same workstation PC that QuoteWerks is installed on. All of the ACT! processing and database searching occurs on a remote server, so ACT! is not using up any of the CPU time or memory on the workstation PC leaving more resources for QuoteWerks and other applications. [Build: 1] See a screenshot/video of this feature | ||
| 8. SugarCRM 5.5 is now supported! [Build: 1] | ||
| 9. You can now set the order in which various print elements print. For example, the default is for the Cover Page to print, and then the Print Layout, and then the Spec Sheets, and then the Literature. Now, you can choose the order in which each of these types of print elements are printed. This can be set under the Print tab of the Tools|Options menu. [Build: 1] See a screenshot/video of this feature | ||
| 10. On the Misc tab of the Tools|Options menu, there are new File Generation options. Here you can control the names of files created during various operations. For example the Document Attachment file is the file that is created when you email a quote. This file may be saved in .pdf or .rtf format depending upon your settings. Before, this file name was simply the document number like AAAQ1001.pdf. Now you can completely control the name of the file to make it more meanful to you and your customer. You can do this using macros like "Document_&DH_DocNo_&DH_DocName" which would result in a file name like "Document_AAAQ1001ChicagoLocationManagedServices.pdf". [Build: 1] See a screenshot/video of this feature | ||
| 11. There is a new File Generation option for the PO Document Attachment file. When previewing the purchase order, you can save the purchase order preview as a file, or send it as an email. When you do, the file name generated will be based on the macros you define. For example you can set this to "PO_&DH_DocNo_&POVendorName" and the file name will look like "PO_AAAQ1001A_Tech Data.pdf" [Build: 1] See a screenshot/video of this feature | ||
| 12. There is a new File Generation option for the Report Document Attachment file. When previewing a Management Report, you can save the Management Report preview as a file, or send it as an email. When you do, the file name generated will be based on the macros you define. For example you can set this to "&APP_ReportName &SYS_TodaysDate" and the file name will look like "Quarterly Sales Dec-11-2009.pdf" [Build: 1] See a screenshot/video of this feature | ||
| 13. There is a new File Generation option for the creation of a "new linked file using template". On the Links tab of the Quote WorkBook, when choosing "New file link from template", this new file will be saved with a generated file name based on the macros you define. For example you can set this to "&DH_DocNo_%filebasename%&SYS_TodaysDate" and the file name will look like "AAAQ1001_Managed Services Implementation_Dec-11-2009.rtf" [Build: 1] See a screenshot/video of this feature | ||
| 14. Search Online Merchants. Added support for a new Product Data Source - DataFeedFile.com. DataFeedFile.com gathers product data from thousands of Online Stores (merchants) and creates a comprehensive and searchable database, making it possible to easily compare prices between online stores. DataFeedFile.com is a free service. Using the QuoteWerks Real-time module you can search DataFeedFile.com and have access to all this information from within QuoteWerks. In the search results you can right click on the items and choose 'View Item URL' to display the selected item on the merchants website (like amazon.com or buy.com), where you can see more details about that product on that merchant's website. [Build: 1] See a screenshot/video of this feature | ||
| 15. There is now an Item URL field on the Advanced tab of the Edit Product window for native product databases. With this you can specify a website page to associate with this product. When searching for the product, you can right click on it and choose 'View Item URL' to have QuoteWerks open this URL in your default web browser. [Build: 1] See a screenshot/video of this feature | ||
| 16. On the Documents tab of the Tools->Options menu, the customized label names for Terms, FOC, ShipVia, Custom PO, Alternate Currency, Customer Profile, and Doc Due Date are now displayed. [Build: 1] | ||
| 17. There are now "Watch Tutorial Video" links on the Products->Setup Product Data Sources wizard for Ingram Micro, Tech Data, and SYNNEX. [Build: 1] | ||
| 18. 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. [Build: 4] See a screenshot/video of this feature | ||
| 19. Recurring Revenue support. Now, you can use the Line Item Attributes to specify if a line item is recurring revenue like a Weekly, Monthly, Quarterly, or Annual fee. You can set if you want the first month's fee to be due up front or not. You can easily run management reports to see how much Monthly revenue is forecasted based on these recurring revenue items. You can also filter these reports to see when various monthly contract periods are ending, so that you can contact your customers for renewals, etc. Often in a quote, you may have one line item with an Annual recurring revenue and another with a Monthly recurring revenue. Rather than having to individually specify the start and end date for both of these line items, you can just set the ContractStartDate and ContractEndDate on the Sale Info tab and that can be used for both line items. The RecurringBillingCycle, RecurringStartDate and RecurringEndDate columns will be available on the Document Items tab. You have access to all this recurring information in the print layout with the following DocumentItem fields: &LineAttributeIsRecurring, RecurringBillingCycle, RecurringFirstPaymentIncluded, &RecurringRevenueWeekly, &RecurringRevenueMonthly, &RecurringRevenueQuarterly, &RecurringRevenueAnnual. Additionally, there are document level DocumentHeader macros of &RecurringRevenueWeeklySubtotal, &RecurringRevenueMonthlySubtotal, &RecurringRevenueQuarterlySubtotal, and &RecurringRevenueAnnualSubtotal. [Build: 4] See a screenshot/video of this feature | ||
| 20. QuoteWerks now supports product content subscriptions from Etilize. This subscription provides QuoteWerks users in the IT industry with consumer friendly product descriptions, product images, and marketing descriptions. Without Etilize, QuoteWerks users have to import product information and scour the web looking for product images to download and for product descriptions to include in their quotes and proposals. With Etilize, QuoteWerks searches the Etilize database "from the cloud", and returns product matches including customer friendly descriptions, product pictures, and in depth product summaries with marketing and feature descriptions, all of which are easily added into the quote. The pictures are automatically downloaded and saved into the QuoteWerks\Images folder. Combine the Etilize subscription with the Real-time Pricing & Availability for D&H, Ingram Micro, Tech Data, and SYNNEX, and the Etilize integration will also show you the current pricing and availability for each of these items from each of these distributors all at once. Please note, Etilize supports part numbers from D&H (USA & Canada), Ingram Micro (USA & Canada), Tech Data (USA only), and SYNNEX (USA only). [Build: 4] See a screenshot/video of this feature | ||
| 21. The Online Ordering Module is no longer sold as a separate $399 annual subscription. The Online Ordering features are now included with the Real-Time Data Module. Additionally, while in demo mode, you can now interact with the Online Ordering screens. You will still need to request a trial key however to activate the ability to actually place an online order. [Build: 4] | ||
| 22. Real-time Pricing and Availability is now available for the UK IT distributor Westcoast ( www.westcoast.co.uk ). [Build: 4] | ||
| 23. Real-time Pricing and Availability is now available for the UK IT distributor Northamber ( www.northamber.com ). [Build: 4] | ||
| 24. Added new CompanyAKA1, CompanyAKA2, and CompanyAKA3 fields to the built-in QuoteWerks contact database. This feature lets you specify up to 3 "Also Known As" (AKA) aliases for each company record. When searching for a contact by company name, if the search phrase finds a match in the Company, CompanyAKA1, CompanyAKA2, or CompanyAKA3 field, that record will be returned in the results. There are many fantastic ways to use this new feature which you will quickly find very useful. For example, a company like "Center for Computer Resources" when asked for their company name may reply with "CCR". If you search your database for CCR you will of course not find it, because the company’s full name is "Center for Computer Resources". Using the new company name aliasing feature, you can set CompanyAKA1="CCR". That way you will find their record if you type in either "Center for Computer Resources" or "CCR". Here is another way to use the Aliasing feature. You may use contact management software "GoldMine". The company that makes "GoldMine" is "FrontRange Solutions, Inc.". If you want to search your database to look for the phone number for GoldMine support, you will most likely remember the name "GoldMine" and not "FrontRange Solutions, Inc." In this case, you can set the CompanyAKA1="GoldMine". That way when you search for "GoldMine" it will pull up "FrontRange Solutions, Inc." Building on this, you could also store the name of your GoldMine reseller in CompanyAKA2, so that when you search for "GoldMine" QuoteWerks returns the contact information for both the company that makes GoldMine and the reseller that services your GoldMine installation. Another really great use for the Aliasing feature is to record company parent and child relationships. A company may have its own particular name like "Aspire Technologies, Inc.", but its parent company is "Lewe Enterprises". You may have "Aspire Technologies, Inc." listed in your database, but when they call you, they say their name is "Lewe Enterprises". In this case, you can set the Company="Aspire Technologies, Inc.", and CompanyAKA1="Lewe Enterprises". Another use would be simply to use the Alias as a nickname. Another use is when a company changes their name. You can put the old name in CompanyAKA1, and update the Company field with the new name. This way, you will find the record when you search for the old or current company name. This is particularly useful when someone who has been with the company for a long time may initially announce themselves as working for an old company name either accidentally or they assume that your records have not been updated. [Build: 4] | ||
| 25. Added support for a Sales Rep picture and Electronic Signature picture on the Personal tab of the Tools->My Preferences menu. This is a great way for your customers to get to know the personal side of your sales reps. The Electronic Signature picture can be used to add a picture of your handwritten signature to the quote which is another nice personal touch. These pictures are available as the following fields in the layout designer: Application.LoggedInUserPicture, Application.LoggedInUserElectronicSignature, DocumentHeaders.&SalesRepPicture, and DocumentHeaders.&SalesRepElectronicSignature. [Build: 4] | ||
| 26. On the Layout Designer window, there is now a [Save and Preview] button on the toolbar. With this, you can make a change to a layout and then click this button to perform the combined tasks of saving the layout, closing the layout, and previewing the layout. Additionally, after the preview window is closed, QuoteWerks re-opens the layout in the layout designer so that you can continue making changes! [Build: 4] | ||
| 27. Added 4 more CustomText fields on the Custom tab of the Quote WorkBook. Added fields CustomText21, CustomText22, CustomText23, and CustomText24. [Build: 4] | ||
| 28. 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. [Build: 4] | ||
| 29. Keyboard shortcuts for date field entry in most date input text boxes such date fields on the quote workbook tabs, the Edit Product window, Open Document, QuoteWerks Edit contact window, and more. The keyboard shortcuts are as follows: "t"=today's date. "+"=increase the date by one day. "-"=decrease the date by one day. "d"=increase the date by one day. "m"=first day of the month(if field is empty), otherwise increases the date by one month. "h"=last day of the month(if field is empty), otherwise increases date to the end of the current month, and then each subsequent press increases the date to the last day of the next month. "y"=first day of the year(if field is empty), otherwise increases the date by one year. "r"=last day of the year(if field is empty), otherwise increases date to the end of the current year, and then each subsequent press increases the date to the last day of the next year. [Build: 4] | ||
| 30. You can now specify an ItemType for Percent Charge and Percent Discount line items. Also, the ItemType can now be specified in the definition of Grouped Bundles and Grouped Configurations. [Build: 4] | ||
| 31. In the Quick Loookup toolbar, if you type in a part number, and the product is not found, the part number field will no longer be cleared. [Build: 4] | ||
| 32. Added Application->CurrencySymbol field, and DocumentHeaders.&AlternateCurrencySymbol field for the print layout designer. [Build: 4] | ||
| 33. The Edit Product window caption now displays the Manufacturer Part Number for quick reference. [Build: 4] | ||
| 34. The SYNNEX description field now supports descriptions longer than 100 chars. A longer description of up to 240 characters (if provided by SYNNEX) is now supported. To apply this change, the SYNNEX product data source will need to be removed and the re-added. [Build: 4] | ||
| 35. The macro field &SYS_TodaysDateA has been added. It returns a string formatted like "Monday, March 19, 2010". The existing macro &SYS_TodaysDate returns a string formatted like "Mar-19-2010". [Build: 4] | ||
| 36. Added new user level based ini setting of "OutlookBCMAssignedToOveride". This was done to accommodate a situation where the network user machine was only part of a workgroup - not a domain. This caused a problem with the Outlook "Assigned by" field not matching the operating system credentials. [Build: 4] | ||
| 37. Reseller Branding is now supported. Resellers can request a QuoteWerks Reseller Branding String. When this Branding String is entered into a QuoteWerks installation a Help->Contact My Reseller menu will appear. When the user clicks on this menu, the reseller's contact information, and a personalized message will be displayed. Additionally, when users receive messages from within QuoteWerks and through the QuoteWerks Communicator system, instead of the message saying the generic "contact your local reseller to purchase", it will give specific details on the local reseller to contact including company name, contact name, phone number, email, etc. [Build: 4] | ||
| 38. 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. [Build: 5] See a screenshot/video of this feature | ||
| 39. 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. [Build: 5] See a screenshot/video of this feature | ||
| 40. Multiple PDF files can now be merged into a single PDF file. When creating a quote that included PDF literature files and/or PDF spec sheet files, and then emailing the quote, all these PDF files would be attached individually. Now with the new 'Merge PDF files' option, all these PDF files will be automatically merged into a single PDF file with the main quote itself resulting in only one PDF file attachment when emailing quotes. This user based option can be set under the Misc tab of the Tools->My Preferences menu. [Build: 5] See a screenshot/video of this feature | ||
| 41. On the Links tab you can now select Multiple PDF files that are linked and right click to choose the Merge PDF files menu. This will combine the selected PDF files into a single PDF file and will create a file link to the combined single PDF file on the Links tab. [Build: 5] See a screenshot/video of this feature | ||
| 42. On the Print Preview window, when saving the preview as a PDF file, any PDF file attachments will be merged into the resulting PDF file as long as the user option of 'Merge PDF files' is set. [Build: 5] | ||
| 43. The Recurring Revenue aspects of a product definition can now be imported through the Import Wizard with the macro fields &RecurringData.BillingCycle, &RecurringData.CycleBasis, and &RecurringData.FirstPaymentIncluded. [Build: 5] | ||
| 44. When using the Price Comparison window to change the vendor for an item, if the item cost in the quote is calculated using a CostModifier like D40, you will now be asked if you want to keep the cost modifier or overwrite the cost with the fixed cost from the comparison window thereby clearing the cost modifier. [Build: 5] | ||
| 45. GoldMine 9.0 is now supported! [Build: 7] | ||
| 46. Maximizer 11.0 is now supported! [Build: 7] | ||
| 47. Peachtree 2011 is now supported! [Build: 7] | ||
| 48. New PDF assembly feature. There is now a [PDF] button on the Print window. This enables you to select the various print options on the Print window, like the layout file, Literature, Spec Sheets, File Links, etc, and then create a single PDF file containing only those selections. When creating the PDF file, the new Save File dialog is displayed giving you the option to automatically link this new PDF file to the Links tab of the Quote WorkBook. You can assemble combinations of literature and specs sheets into single PDF files. You could create a PDF file that just contained the basic line item details for an order that you can give to your technicians that will be fulfilling the order, rather than them having to look through an entire proposal. Especially when using the 'Generate Multiple Purchase Orders' feature, a PDF file of each purchase order can be created and automatically linked into the Links tab of the Quote WorkBook. After the PDF file has been created, the new Display Saved File dialog presents you with options such as [Open containing folder], [Copy name], and [View file]. [Copy name] is particularly useful for then pasting the file path and name into an email or other document. The [Open containing folder] is useful for quickly navigating to the folder that the file is saved in for purposes of seeing what other files are in that folder, or maybe so that you can then move the file or rename it. [Build: 7] See a screenshot/video of this feature | ||
| 49. 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. [Build: 7] | ||
| 50. 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. [Build: 7] | ||
| 51. For ConnectWise users, the ConnectWise Opportunity Location and Business Unit can now be set through the Create/Update Opportunity window in QuoteWerks. [Build: 7] | ||
| 52. 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. [Build: 7] | ||
| 53. 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). [Build: 7] | ||
| 54. 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. [Build: 7] | ||
| 55. Outlook 2010 now supported for suppression of Outlook Security Prompt of "A program is trying to automatically send e-mail on your behalf. Do you want to allow this?" [Build: 7] | ||
| 56. On the QuoteWerks Edit Contact window, there is now a ContextRef field below the Contact field. This can be used to make a contextual note about this person that is always displayed right by the contact name (rather than buried in the Notes tab). You can use this to store all sorts of useful information like "he is our new property manager", "met him at EHExpo", "met him golfing with John", "met at 2009 superbowl party". You can also put things like "is a guy" or "is a girl" for help with unisex names. And of course you can use it to indicate how to pronounce someone's name, like for "Lewe" you could say "pronounced Loo". [Build: 7] | ||
| 57. On the QuoteWerks Edit Contact window, on the Notes tab, the Notes tab is now divided into two sections - TopNotes and Notes. Typically as you add new notes to the Notes field, the older notes get pushed further and further down. Often, important information then becomes buried in the middle of lots of notes. The TopNotes will always stay on the top. This is especially useful for recording things like warnings, notices, and instructions that you always want to see. It can be things like user id's, account numbers, instructions on how to navigate through their phone system like prompt [5] then [7], then [2]. You can also store information like "Always get signature for delivery. Always use their FedEx# 1234-5678-9. Typically we speak with John or Brian when accepting orders. If the customer asks for pricing, only Mike knows the special pricing they negotiated." [Build: 7] | ||
| 58. On the Views tab of the Tools|My Preferences menu there is now a "Default Edit Contact tab" option. This will set which tab is displayed by default when viewing a QuoteWerks contact record. [Build: 7] | ||
| 59. On the Notes tab of the QuoteWerks Edit Contact window, you can press CTRL-I to insert a note. This will switch to the Notes tab and insert the logged in user name, date, and time at the beginning of the notes field. It will insert, for example, "*** (John Lewe) *** May 10, 2010 at 9:45 am". [Build: 7] | ||
| 60. The Built-in SMTP email encoding can now be modified. On the Misc sub tab of the Internet tab, under the Tools->My Preferences menu, there is now a "Use 8 bit encoding" option. There is also a "Encode E-mail using character set" setting. For example, to support the German Umlaut characters, you would check the "8 bit" option and type in the character set of "iso-8859-15". [Build: 7] | ||
| 61. Grouped Configuration Items and Grouped Bundle Items now support a "Don't include in Group" option. This option gives you the capability to do two different things. First, through the Configurator, the last items you choose can be formula based line items that are added below the group as regular line items not actually in the group. The benefit here is that you can add for example a formula based line item that is 20% of the group header amount. Alternatively, at the end of the Configuration you can create one or more selection containers and populate it with items that will not be included in the group, but rather after the group. The real benefit here is that you can build a configuration that is grouped and then easily choose from a specific list of other products to add after the group. Without this you would have to go search the entire product database manually looking for other items to add. With this feature, you can just choose from the items previously setup in the selection container. [Build: 7] | ||
| 62. In the Quick Lookup Bar, if you press enter in the part number field without specifying a part number, the Product Lookup window will be opened to the product database selected in the Quick Lookup Bar. [Build: 7] | ||
| 63. Product/Service items that are setup with the Formula based pricing method now supports negative numbers, so you can calculate the pricing as "-20%" or "20%" [Build: 7] | ||
| 64. Added Select All and De-Select All buttons to the Links tab of the File|Print window. [Build: 7] | ||
| 65. Added new "Remove all print selections" button on the File|Print window. This de-selects all Cover Page, Literature, Spec Sheets, and File Links selections on this window. [Build: 7] | ||
| 66. If a Report Layout .fpc file is copied into the Print Layout's LAYOUTS folder, you will be prompted to convert the Report Layout .fpc file to a Print Layout .fpc file. Different macros and fields are supported in Report Layouts vs Print Layouts which will need to be accounted for, but the benefit is that you can leverage any formatting that you have created in the Report Layout. [Build: 7] | ||
| 67. Pressing the F12 key launches the Remote Assistance support page used to begin a remote control session. This is the same as the Help->QuoteWerks on the Web->Remote Assistance menu, just a lot less steps. [Build: 7] | ||
| 68. ConnectWise 2010.3 is now supported! [Build: 9] | ||
| 69. You can now synchronize master and remote installations that are not running the exact same build number as long as they are compatible builds. [Build: 9] | ||
| 70. In the QuoteWerks installer, you can now browse for UNC paths and in network neighborhood. Also, you no longer have to double click on a folder to select it. [Build: 9] | ||
| 71. For ConnectWise users, when creating product definitions in ConnectWise, there is now a mapping for the ConnectWise Product Class. [Build: 9] | ||
| 72. 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. [Build: 9] | ||
| 73. ACT! 2011 is now supported! [Build: 10] | ||
| 74. SugarCRM 6.0 is now supported! [Build: 10] | ||
| 75. ConnectWise 2010.4 is now supported! [Build: 10] | ||
| 76. When customizing quote columns under the View->Customize Columns menu, you can now double click on the column entry to rename the column. [Build: 10] | ||
| Misc Features - Version 4.5 | ||
| 1. The Literature Defaults buttons were moved to the Misc tab of the Tools|Options menu. [Build: 1] | ||
| 2. Included new sample Proposal.rtf cover page and Proposal.fpc layout sample. [Build: 1] | ||
| 3. In the Product Data Source wizard, you can no longer create a new link to the Ingram Micro EPG database. In 2008 Ingram Micro discontinued support for EPG. If you still use your EPG database, you can still edit the existing link. [Build: 1] | ||
| 4. MSCOMCTL.OCX file updated to version 6.1.97.86. [Build: 1] | ||
| 5. The minimum window size for the resizable windows: Product Lookup, F2 Lookup, Bundles, Configurations, Required Items, Optional Items, Substitute Items, Compare Prices, Zoom Description, and Select Email Address no longer allow the window to be resized smaller than their minimum size only to have the size bounce back to the minimum size. [Build: 1] | ||
| 6. The QuoteWerks Communicator now checks for a message after the Print window is closed rather than while it is still displayed. [Build: 1] | ||
| 7. The Sold To, Ship To, and Bill To heading label areas now span the width of their respective sections allowing for larger customized labels for these headings. [Build: 1] | ||
| 8. SYNNEX real-time warehouse locations have changed. Grove City, OH and Ontario, CA warehouses were added. The Memphis, TN warehouse has been replaced with the Olive Branch, MS warehouse. Lastly, the Glendale Hts, IL warehouse was renamed to Glendale Heights, IL. [Build: 1] | ||
| 9. Internal Build. This build was not released to the public and is not available for download. [Build: 2] | ||
| 10. Internal Build. This build was not released to the public and is not available for download. [Build: 3] | ||
| 11. New quotes now default to the quote.fpc layout, new orders default to the order.fpc layout, and new invoices default to the invoice.fpc layout. [Build: 4] | ||
| 12. For percent charge and percent discount line items, if the line item above it is flagged as optional, the charge or discount will be calculated based on the amount of the optional line item. Previously it would be based on 0.00. [Build: 4] | ||
| 13. The ACT! 2010 Integration link Windows Installer has been updated to say "QuoteWerks 4.5 ACT! 2010 link". Also, if ACT! is uninstalled and then you try to uninstall the QuoteWerks ACT! 2010 link would receive an error saying "ACT! was not installed". [Build: 4] | ||
| 14. The MS CRM Integration link Windows installer has been updated to say "QuoteWerks 4.5 MS CRM link". [Build: 4] | ||
| 15. Updated to accommodate Tech Data real-time now returning "Vendor authorization required for pricing information for item" instead of "Warning: Item is not EC-orderable -- contact Sales". [Build: 4] | ||
| 16. The width of the Quantity column of the selected items in the Configurator was increased. [Build: 4] | ||
| 17. For ConnectWise users, the drop down list of existing ConnectWise opportunities on the Create/Update Opportunity window is now sorted alphabetically. [Build: 5] | ||
| 18. When emailing Sales Order or Purchase Order documents, the TO email address will no longer default to the SoldToEmail address. [Build: 5] | ||
| 19. Internal Build. This build was not released to the public and is not available for download. [Build: 6] | ||
| 20. Updated SYNNEX warehouse locations. [Build: 7] | ||
| 21. 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. [Build: 7] | ||
| 22. Pressing CTRL-C while on the Error Resolution window will copy the error and resolution message to the Windows clipboard. [Build: 7] | ||
| 23. 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. [Build: 7] | ||
| 24. Made modifications to accomodate another opportunity related change made in ConnectWise 2010.3 (8409). [Build: 7.01] | ||
| 25. Added Debug Command "cwinfo" for displaying ConnectWise integration details. [Build: 7.01] | ||
| 26. Internal Build. This build was not released to the public and is not available for download. [Build: 8] | ||
| 27. Documents now have a globally unique ID (GUID) field 'RecGUID' in the DocumentHeaders table. [Build: 9] | ||
| 28. Added "Created by Version for DTF file details under Import Documents menu. Also added in the Document Backup Manager (Utilities->Document Backup Manager). [Build: 9] | ||
| 29. If a demo installation exports a DTF file with the "Allow file to be opened by installations using a different serial #" option, a different demo installation can now open that DTF file. [Build: 9] | ||
| 30. For ACT 2010 running on 64-bit windows, now looking in Software\Wow6432Node registry key for ACT! registry settings. [Build: 9] | ||
| 31. Added "Windows 64-bit" information property under the system tab of Help->About menu. [Build: 9] | ||
| 32. 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. [Build: 9] | ||
| 33. osmaxFix.bat file included to assist with lack of backwards compatibility for file osmax.ocx Outlook Security manager. [Build: 9] | ||
| Fixes - Version 4.5 | ||
| 1. With some rtf files merged into the print output, bullet points were being displayed as "?" in the Print Preview, and would not appear at all in the PDF file (if saved to a PDF file). [Build: 1] | ||
| 2. The initial release of the new Maximizer integration for Maximizer versions 10.0 and 10.5 did not support custom fields. For Maximizer 10.0 and 10.5 users, the QuoteWerks DataLink feature now supports Maximizer custom fields. Also, QuoteWerks now retrieves a list of all available custom fields from Maximizer, rather than presenting you with a static list of fields to choose from. You will need to edit your DataLink mappings and select the appropriate Maximizer custom field. The Maximizer custom fields are displayed in the DataLink field list with the prefix of "CustomField->". [Build: 1] | ||
| 3. When using Outlook as the contact manager, on the Contact Lookup window, the list of Search fields would incorrectly be the fields for the Outlook BCM integration (instead of the Outlook integration). This would happen when this window was displayed before the first communication with Outlook had been established. [Build: 1] | ||
| 4. On the Pricing tab of the Edit Product window, if margin points of for example 39123 was entered through deleting the decimal point in 39.123 would receive run-time error 6 Overflow. [Build: 1] | ||
| 5. 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. [Build: 1] | ||
| 6. For users of the older IIF version of the QuickBooks link would receive error "QuickBooks Customer field (BCITY) not found" or similar and the City, State, and PostalCode would not be exported to QuickBooks. After applying this fix, please make sure to select your QuickBooks version on the QuickBooks Import/Export Link Setup. If you are running a version of QuickBooks newer than 2003, just select version 2003. [Build: 1] | ||
| 7. For Maximizer 10.0 and 10.5 users, When logging a sent email, would receive a message saying that the email address specified in the sold to contact in the quote did not match the email address for the Maximizer record linked to the sold to. [Build: 1] | ||
| 8. When linking to the Tech Data external product database, if the FoxPro ODBC driver was not installed on the system, the Error Resolution dialog explaining how to correct this issue was not displaying. [Build: 1] | ||
| 9. For Maximizer 10.0 and 10.5 users, when referencing the Maximizer 'Salutation' field in the DataLink, if the Salutation field in Maximizer contained the Maximizer macro of "<" or ">", those characters would not be replaced with the First Name or Last Name respectively. [Build: 1] | ||
| 10. For Maximizer users, the static list of Maximizer fields in the DataLink mapping field list now contains a list of all the fields currently available in Maximizer 10.0 and 10.5. This list contained many Maximizer fields that were no longer valid due to changes in the how the data is retrieved in the newer Maximizer integration. [Build: 1] | ||
| 11. For Windows 7 users, there were some redrawing issues when using the new color schemes feature. [Build: 1.01] | ||
| 12. For Windows Vista and Windows 7 users, the Search for Contact toolbar button on the Sold To/ Ship To tab was not displayed. [Build: 1.01] | ||
| 13. When using a color scheme, if a menu was clicked that had so many menu items that it would run off the display area of the monitor, one of the menu items would inadvertently be clicked. [Build: 1.01] | ||
| 14. 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. [Build: 1.01] | ||
| 15. 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. [Build: 4] | ||
| 16. For native product databases, if the database tree was expanded and then the "(Manufacturers)" Auto-folder was clicked on, would receive error "...no RecordSource specified..." [Build: 4] | ||
| 17. In comment lines, only certain text columns can accept input. In addition to the current text columns that accept input, now the Vendor and Manufacturer columns can also accept data. Additionally, any text columns that do not accept text will now warn you about this. [Build: 4] | ||
| 18. For ACT for Web users, after saving a document you would be prompted to save again when closing the document. [Build: 4] | ||
| 19. For GoldMine users, the integration uses DDE which has a 254 character limit for each DDE command. There are some GoldMine integration activities in which the 254 character limit may have been reached. Now you will receive a message if this happens so that it can be tracked down. [Build: 4] | ||
| 20. If a line item had a picture associated with it, and the line item below it did not have a picture, but had the Line Attribute of PrintPicture set, the picture from the line item above it would be printed. [Build: 4] | ||
| 21. In the layout designer, when checking the "Advance Page After Printing Section" formatting option for the Detail Section of the layout, the page numbering would be wrong. [Build: 4] | ||
| 22. Misc RTF issues with tables and with same image being used for all items when PDF file was generated. [Build: 4] | ||
| 23. When renaming the Links tab, the default name of "Links" was not appearing. Also, the text for the renamed tab would not be saved. [Build: 4] | ||
| 24. When copying a product from a native product data source and then choosing the Append Paste option to add this product to another product data source, the ItemURL field would not be copied. [Build: 4] | ||
| 25. For ConnectWise users, if funky characters like >%<& were used in ConnectWise login credentials, the login would fail. [Build: 5] | ||
| 26. 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. [Build: 5] | ||
| 27. If trying to create more than one ConnectWise product data source QuoteWerks will now warn you. [Build: 5] | ||
| 28. The QuoteWerks contact database fields of CompanyAKA1, CompanyAKA2, and CompanyAKA3 fields were not available in the Import Contact Wizard. [Build: 5] | ||
| 29. The QuoteWerks contact database fields of CompanyAKA1, CompanyAKA2, and CompanyAKA3 were not available in the DataLink. [Build: 5] | ||
| 30. Error 'The field name 'ContractStartDate' is not in the Document Header lookup array' when using that field in the print layout designer. Similar issue with 'ContractEndDate'. These two fields were not available as literature or cover page macros. Also these two fields could not be set or retrieved using the API. [Build: 5] | ||
| 31. The fields &DH_&RecurringRevenueWeeklySubtotal, &DH_&RecurringRevenueMonthlySubtotal, &DH_&RecurringRevenueQuarterlySubtotal, and &DH_&RecurringRevenueAnnualSubtotal were not available in cover pages, literature, and spec sheets. [Build: 5] | ||
| 32. The values for the fields &DH_&RecurringRevenueWeeklySubtotal, &DH_&RecurringRevenueMonthlySubtotal, &DH_&RecurringRevenueQuarterlySubtotal, and &DH_&RecurringRevenueAnnualSubtotal did not reflect the grouped bundle quantity extension when recurring revenue items were inside a grouped bundle. These fields are used in layouts and cover pages [Build: 5] | ||
| 33. If the default contact manager was set to ConnectWise, the second description field on the product Lookup window would be disabled. [Build: 5] | ||
| 34. For QuickBooks and Peachtree users, when exporting documents to QuickBooks and Peachtree respectively, items that were flagged as Recurring should only be sent over if the IncludeFirstPaymentInDocumentTotal option was set for the line. They were being sent over irregardless of this option. Similar issue with the Open Export module. [Build: 5] | ||
| 35. For ACT! 2010 users, when creating an opportunity and choosing to rollup the quote items into a single rolled up amount in the ACT! Sales Opportunity, the Unit Amounts were not being extended by the quantity. [Build: 5.01] | ||
| 36. 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. [Build: 7] | ||
| 37. 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. [Build: 7] | ||
| 38. Whenever QuoteWerks prompted you to select and enter a new file name, if the file name entered was shorter than the default file name, the default file extension might not be appended. [Build: 7] | ||
| 39. 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. [Build: 7] | ||
| 40. On the File->Print window the Edit button icon would not appear disabled when the button itself was disabled. [Build: 7] | ||
| 41. For ConnectWise users, when searching for a contact, the phone number would be displayed without formatting like "4072481481" rather than "(407) 248-1481". [Build: 7] | ||
| 42. 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. [Build: 7] | ||
| 43. 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. [Build: 7] | ||
| 44. When using Etilize with Ingram Canada or other Canadian real-time vendors, the Ingram USA vendor part number was being returned instead of the Ingram Canada vendor part number in certain circumstances. [Build: 7] | ||
| 45. When running a product catalog report containing a Custom field on an installation that is running on a SQL backend, would receive error message "The field 'Products->CustomText01' found in the report layout is not in the query results, and cannot be displayed.'" [Build: 7] | ||
| 46. In some cases a user could modify a locked document. (Security Fix # 4003) [Build: 7] | ||
| 47. 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. [Build: 7] | ||
| 48. 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. [Build: 7] | ||
| 49. For ConnectWise 2010.3 users, when QuoteWerks added products to the Products tab of the Opportunity, the description would be truncated to 50 characters. [Build: 9] | ||
| 50. For ConnectWise users, mapping issue with QuoteWerks Unit of Measure to ConnectWise Unit of Measure. [Build: 9] | ||
| 51. When upgrading from a previous version to version 4.5 build 2 would receive an error about the VendorSourcing field already existing. [Build: 9] | ||
| 52. For SalesLogix users, when saving as next revision, a document attachment would be created for the revision even if the original document was not created as a document attachment in SalesLogix. [Build: 9] | ||
| 53. When changing the group header line tax code, if no discount price modifier was set and an invalid tax code was entered, it would be accepted after an error message stating that it was invalid. [Build: 9] | ||
| 54. In some folder selection dialogs, if a valid full path and file name where entered, it would incorrectly be accepted as a valid folder, when in fact the data entered included a file name. [Build: 9] | ||
| 55. When importing DTF files would receive error about the TransactionLog appearing more than once in the query. [Build: 9.06] | ||
| 56. On the Print window, when emailing a quote with the "Make PDF Read-only" option turned on and including a PDF literature or spec sheet with the option to "Merge PDF files" also turned on, would receive error message that the files could not be merged because one of the files was encrypted. [Build: 9.06] | ||
| 57. For SalesLogix users, if a sales opportunity had more than 9 stages, QuoteWerks would incorrectly display stage 10 immediately after stage 1. [Build: 9.06] | ||
| 58. For SalesLogix users, if a SalesLogix Opportunity Step was flagged as not required, QuoteWerks would still require it to be completed before allowing you to complete a subsequent step. [Build: 9.06] | ||
| 59. For SalesLogix users, the Sales Stage was not being written in the required format like "2-Needs Analysis" for the SalesLogix Opportunity list view. It was being written as "Needs Analysis". [Build: 9.06] | ||
| 60. For SalesLogix users, when creating a new opportunity and then immediately viewing the opportunity in SalesLogix, would receive an error in SalesLogix. [Build: 9.06] | ||
| 61. 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. [Build: 9.06] | ||
| 62. If upgrading from QuoteWerks 3.0, new DocumentHeaders.RecGUID were not getting populated in the upgraded records. [Build: 10] | ||
©1993-2024 Aspire Technologies, Inc.
407-248-1481 (9am-5pm ET M-F)
Please Wait...