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QuoteWerks Update Center
Version 4.7 Summary
| 147 New, 90 Fixes, and 60 Miscellaneous features | ||
| New Features - Version 4.7 | ||
| 1. Etilize 2.0 UI redesign and enhancements. Now includes accessories, spec sheets, website links, and support for multiple part numbers for the same item. The Etilize panel is now available on both the Product Lookup window and the Quote WorkBook, making it easy to update existing items on existing quotes with updated Etilize information. Etilize information is no longer just displayed when searching Etilize on the Product Lookup window, the Etilize panel now displays when searching individual product databases including Autotask and ConnectWise products. When searching for Etilize Products from the Product Lookup, you can narrow down the results by Category, Sub-Category, Manufacturer, and you can also limit the results to only items carried by distributors that you have setup real-time pricing for. Pricing is now available from CDW, Newegg, Dell, and Amazon. Etilize product content is now supported for UK Customers. To top it all off the Etilize integration now boasts a 7x speed increase! [Build: 1] | ||
| 2. USA tax rate lookup by zip code is now included in our real-time module. Tax Rate information includes a breakdown of State, County, and City tax rates. This is a huge time-saver. No more going to the state's website to look them up manually. [Build: 1] | ||
| 3. Quotes can now require a deposit amount. This is particularly useful in conjunction with accepting a QuoteValet quote and then providing credit card payment for the deposit amount. The deposit amount can be a percent of the total, a fixed amount, based on a line item amount (like a subtotal), or of the sum of all line items matching up to 3 criteria. [Build: 1] | ||
| 4. QuoteValet 1.3. QuoteValet now accepts payments (deposits, progress payments, final payments, etc.) through over 80 payment gateways including Authorize.net, QuickBooks merchant services, PayPal, and Google checkout. Additionally, for QuickBooks users, payments received by QuoteValet can be imported as a Customer Payments in QuickBooks and automatically applied to the customer that made the payment. [Build: 1] | ||
| 5. QuoteValet 1.3. QuoteValet customer input integration. Customers can now enter information into fields on the QuoteValet page like CustomText fields from the DocumentHeader or DocumentItems. The customer can directly enter information into these fields or choose from lists. The customer input is then synched back into the quote in QuoteWerks. [Build: 1] | ||
| 6. For QuickBooks users, you can now create Purchase Orders in QuickBooks. Under the new Tools->Purchasing menu (formerly the Online Orders menu) you have access to all the Order items in QuoteWerks and can easily create QuickBooks Purchase Orders that contain items from multiple orders. Items that do not exist in QuickBooks will be created, and the QuickBooks Purchase Order number will be written back into the line items from the orders. Additionally if using the Online Ordering feature of the real-time module, after the items are ordered you will be asked if you want to create a Purchase Order in QuickBooks for the items you just ordered electronically. [Build: 1] | ||
| 7. For QuickBooks users, when QuoteWerks creates item definitions in QuickBooks, you can now map fields from the QuoteWerks Document Items to the QuickBooks Item Definition custom fields. This is supported in QuickBooks 2007 and higher. [Build: 1] | ||
| 8. When exporting Invoices/Estimates/SalesOrders/PurchaseOrders to QuickBooks, you can now map fields from the QuoteWerks Document Header to QuickBooks Invoice/Estimate/SalesOrder/PurchaseOrder level Custom fields. This is supported in QuickBooks 2007 and higher. [Build: 1] | ||
| 9. When exporting Invoices/Estimates/SalesOrders/PurchaseOrders to QuickBooks, you can now map columns/fields from the Document Items tab to the Custom field columns of the line items on the QuickBooks Invoice/Estimate/SalesOrder/PurchaseOrder. This is supported in QuickBooks 2007 and higher. [Build: 1] | ||
| 10. For QuickBooks users, QuickBooks custom item fields are now displayed in the QuickBooks product data source and can be mapped to Document Item columns. [Build: 1] | ||
| 11. When QuoteWerks is creating a new QuickBooks item, there is now an option to specify the Preferred Vendor for this new QuickBooks item. [Build: 1] | ||
| 12. For QuickBooks users, when creating Inventory and Non-Inventory items, the manufacturer part number from QuoteWerks populates the ManufacturerPartNumber in the QuickBooks Item definition for QuickBooks (SDK 7.0), QuickBooks USA 2008 and higher, QuickBooks AU/UK 2009 and higher. [Build: 1] | ||
| 13. For QuickBooks users, custom fields for the QuickBooks customer are now all displayed in the results when searching for a QuickBooks contact. Also the QuickBooks customer custom fields can be retrieved into the quote using the DataLink feature. [Build: 1] | ||
| 14. Added new line type of Summary Line. A Summary Line is similar to a subtotal in that it displays a totaled amount that is not included in the quote calculations. They can be positioned anywhere on the quote and will SUM up all line items matching up to 3 criteria. Very useful for summarizing the different categories of items on the quote like total hardware, total software, total service, etc. [Build: 1] | ||
| 15. Formulas for Product/Service type line items can now include SUMMING where all line items matching up to 3 criteria are summed. [Build: 1] | ||
| 16. Added new Line Attribute "Hide Quantity". For items that always have a quantity of 1 like maintenance fees, setting this attribute will hide that quantity from displaying on the printed quote or on the QuoteValet quote. [Build: 1] | ||
| 17. Added new "Remove Non-Selected Optional Items" option on the Convert to Order window. [Build: 1] | ||
| 18. The ShippingCost and ShippingAmount fields are now available in the DataLink feature. [Build: 1] | ||
| 19. For ConnectWise users, when using ConnectWise as a Product Data Source, the product's Manufacturer, Vendor, and VendorSKU of the product is now available. [Build: 1] | ||
| 20. Added new fields available in the layout designer: "DocumentItems->&QtyTotal_Actual", "DocumentItems->&UnitCost_Actual", "DocumentItems->&UnitPrice_Actual", "DocumentItems->&UnitList_Actual", "DocumentItems->&ExtendedCost_Actual", "DocumentItems->&ExtendedPrice_Actual", "DocumentItems->&ExtendedList_Actual". By default the standard values like DocumentItems->UnitPrice are cleared for particular line item types or when attributes like "HidePrice" are set. These new fields enable you to gain access to their underlying values. [Build: 1] | ||
| 21. The macro DocumentHeaders->&SalesRepMobilePhone is now available in the layout designer and on cover pages. [Build: 1] | ||
| 22. Added new macro fields &DH_&SoldToInLineAddress, &DH_&ShipToInLineAddress, &DH_&BillToInLineAddress. [Build: 1] | ||
| 23. Formula details for line items are now displayed in the status bar. [Build: 1] | ||
| 24. Added new Edit->Add Heading menu. [Build: 1] | ||
| 25. QuickBooks 2012 USA/Canada/UK now supported! [Build: 1.01] | ||
| 26. SugarCRM 6.3 is now supported! [Build: 1.01] | ||
| 27. On the SoldTo/ShipTo tab, the "Display contact in Contact Manager" button now works with GoldMine! [Build: 1.01] | ||
| 28. If you attempt to upload a quote to QuoteValet for customer review, and you selected a sales order layout, you will now receive a warning that your upload may contain cost information. [Build: 1.01] | ||
| 29. On QuoteValet Dashboard Payments tab, added new checkbox "Include previously downloaded transactions". [Build: 1.02] | ||
| 30. For QuoteValet users, on the standard customer facing template, there is now a thumbnail image of the attached PDF file automatically displayed! [Build: 2] | ||
| 31. For QuoteValet users, on customer facing templates, rather than showing the line items on the quote in the details section, there is a new option to alternatively display a fully rasterized version of the attached PDF right in the webpage. This is useful for customers that do not need their customers to change options and would prefer just to present the PDF version of the quote to their customer and then have them electronically sign. [Build: 2] | ||
| 32. Maximizer 12 is now supported! [Build: 2] | ||
| 33. Ingram Micro Netherlands Real-time Pricing & Availability is now supported! [Build: 2] | ||
| 34. For QuoteValet users, when configuring QuoteValet to accept payments you can now specify which card types you accept (VISA, Master Card, American Express and/or Discover). This can be specified when editing the payment gateway details. [Build: 2] | ||
| 35. If QuoteValet accepted credit card payment for an order that had recurring items on it, you will now be able to retrieve the credit cards details (in a PCI compliant manner) from the payment (from Payments tab on QuoteValet Dashboard or QuoteValet tab in the quote) necessary to bill your customers credit card for the recurring charges each month/quarter, etc. Just right click on the payment entry and choose "Copy Payment Details" which will copy the information into the Windows Clipboard. Along with this feature are two new security rights. If the security right "CannotViewFullCreditCardDetails" is set then the user will not be able to view/copy the full credit card details. If the security right "CannotViewOthersFullCreditCardDetails" is set then the user will not be able to view/copy the full credit card details from other sales reps orders. [Build: 2] | ||
| 36. For QuoteValet users, when making payments by Proxy, you can now specify the payment method like Check, Wire Transfer or VISA, etc for times when the customer just calls in directly with payment. This is particularly useful when exporting these payments from QuoteValet to QuickBooks. You can also specify the Proxy Payment Reference, useful when receiving a check payment to enter for example "ck#1234". [Build: 2] | ||
| 37. For QuickBooks users, when the user logged into QuickBooks has QuickBooks Security Rights for "Sensitive Financial Data" and "Sensitive Accounting Activity" set to "No Access", the QuickBooks integration will now work under those settings. [Build: 2] | ||
| 38. For QuickBooks users, when exporting QuoteValet payments, you can now setup mappings that map the QuoteValet payment methods to different payment method and deposit accounts in QuickBooks. For example, while QuoteValet sends over VISA or MC, in QuickBooks, you might want the payment method for both of those to simply be "Credit Card". When accepting a payment when PayPal was used, you might want that payment to be deposited into a different account than where the regular credit card payments are deposited. The mappings become even more important when accepting check or wire transfer payments by proxy as you will typically want to deposit those payments into different accounts, for example, a check would go into "Undeposited Funds", whereas a wire transfer would be deposited directly into the bank account. [Build: 2] | ||
| 39. For QuickBooks users, you can now export a QuoteValet payment to QuickBooks without first exporting the quote/order/invoice to QuickBooks. [Build: 2] | ||
| 40. For ConnectWise users, from the Save window, you can now create 'one-off' activities in ConnectWise. [Build: 2] | ||
| 41. For ConnectWise users, when creating a ConnectWise Activity, you can now specify the 'Assign To' value so that you can assign the activity to another ConnectWise user. [Build: 2] | ||
| 42. The right click menu "Copy Authorization Details" for QuoteValet Payments now also copies the Date/Time of the transaction into the Windows Clipboard. [Build: 2] | ||
| 43. With Edit->Select Special, you can now choose to do a "Equal to" or "Begins with" search and the last value you searched for is remembered next time (even after exiting QuoteWerks). [Build: 2] | ||
| 44. For QuickBooks users, when exporting payments received by QuoteValet into QuickBooks, the list of payments can now be filtered by date range and also includes a checkbox for "Include previously exported payments". [Build: 2] | ||
| 45. You can now specify line attributes in product definitions. When using products as bundle items, configuration items, required items, and optional items, those line attributes specified in their setup will override the line attributes specified in the product definition. [Build: 2] | ||
| 46. The "Hide Quantity" attribute can now be specified for Group Header type line items. [Build: 2] | ||
| 47. The "Hide Quantity" attribute can now be specified when setting up Bundle Items, Configuration Items, Required Items, and Optional Items. [Build: 2] | ||
| 48. For QuickBooks users, the item Preferred Vendor field is now available when using QuickBooks as a product data source. For existing customer you will need to modify the QuickBooks Product Data source mappings (Products->Setup Product Data Sources) to map to the newly available field. [Build: 2] | ||
| 49. On the Open Document window, when searching by Expiration Date, the date can now be specified by selecting "Today", "This Week", etc. [Build: 2] | ||
| 50. Added the following new date ranges: This YTD, Last YTD, Two Years Ago YTD, Three Years Ago YTD, This Quarter, Last Quarter, 1st Quarter, 2nd Quarter, 3rd Quarter, 4th Quarter. [Build: 2] | ||
| 51. On the Manage tab of the QuoteValet Dashboard, only QuoteValet documents that the logged in user has view rights for will be displayed. Also on the Payments tab. [Build: 2] | ||
| 52. On the Links tab, added new Right click menu "Save new Copy & Merge Word document". [Build: 2] | ||
| 53. On the Links tab, when clicking on the "New from Template" button, you can now change the new file name before it is saved. [Build: 2] | ||
| 54. The following fields are now available for word merging and cover pages &DH_AlternateCommissionAmount, &DH_AlternateSubTotal, &DH_AlternateLocalTax, &DH_AlternateGSTTax, &DH_AlternateTotalTax, &DH_AlternateGrandTotal, &DH_AlternateProfitAmount", &DH_&AlternateTotalCost, &DH_&AlternateTotalList, &DH_AlternateDepositAmount, &DH_AlternateShippingAmount. [Build: 2] | ||
| 55. From the Quick Lookup Bar, if an exact match to a part number match is not found, the Product Lookup window is displayed and a search is run to show any partial part number matches. [Build: 2] | ||
| 56. From the Quick Lookup Bar, you can now do an Etilize search. [Build: 2] | ||
| 57. On the Open Document window, the document date can now be specified by selecting "Today", "This Week", etc. [Build: 2] | ||
| 58. On the Purchasing window, there is now a right click menu "Manually enter PO Number". This is useful when you have already created the PO for the item elsewhere, as setting the PO number removes it from the list of items that need to be ordered. Optionally you can also specify the PO date that will be written into the Order Date column for each line item selected. [Build: 2] | ||
| 59. On the Purchasing window, you can now filter by customer. Only customers and vendors within the filter date range are displayed. [Build: 2] | ||
| 60. On the Purchasing window, there is now an Export to Clipboard button. [Build: 2] | ||
| 61. When creating a Purchase Order in QuickBooks, the Customer:Job that each item is being purchased for is now populated in the QuickBooks Purchase Order using the QuoteWerks customer information from the Orders. [Build: 2] | ||
| 62. On the Purchasing window, you can now filter documents by date range. [Build: 2] | ||
| 63. On the Purchasing window, there is now a status bar that shows the total number and dollar amount of the selected items. Useful for meeting minimum purchase amounts for free shipping offers from vendors. [Build: 2] | ||
| 64. When making a QuoteValet Payment by Proxy you can now specify the date rather than it being the day you are entering the proxy payment. [Build: 2] | ||
| 65. Added new user preference under the Misc tab of the Tools->My Preferences menu "When duplicating document do not change sales rep to logged in user". This is useful for users that prepare quotes for other sales reps when duplicating the sales reps quotes. [Build: 2] | ||
| 66. Added new option "Don't remember window location." on the Misc tab of the Tools->My Preferences menu. This is useful in environments where the number and configurations of monitors are constantly changing. [Build: 2] | ||
| 67. For QuickBooks users, added new "Auto Select Preferred Vendor" option on the Mappings.Items tab on the QuickBooks setup window. When creating a new item and this option is selected, QuoteWerks will try to select the preferred vendor using the current vendor for the line item in the current quote. [Build: 2] | ||
| 68. Outlook 2010 BCM is now supported! [Build: 4] | ||
| 69. SugarCRM 6.4 is now supported! [Build: 4] | ||
| 70. MS CRM 5.0 Live (Passport/Microsoft Hosted) and Internet Facing Deployment (IFD) options are now supported! [Build: 4] | ||
| 71. 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. [Build: 4] | ||
| 72. You can now manually associate a picture with a line item in the quote. Previously this would happen only through Etilize or through the picture specified in the product Definition in a product database. This new feature is useful for attaching "one-off" pictures to an item in the quote. There is a "Show/Hide Set Picture Panel" button on the Quote WorkBook. This will display a new panel making it easy to see the current picture and associate a picture with the item. You can also drag a picture file onto the [Select Picture] button. [Build: 4] | ||
| 73. 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. [Build: 4] | ||
| 74. For MS CRM 5.0 users, the "Display contact in Contact Manager" button on the SoldTo/ShipTo tab, is now available. [Build: 4] | ||
| 75. 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://" [Build: 4] | ||
| 76. On the QuoteValet Dashboard, when it is first loaded, it now defaults to only showing activity for the logged in sales rep vs All activity. This results in faster load up time. Additionally, it will remember the last sales rep selection and use this as the default until QuoteWerks is restarted. [Build: 4] | ||
| 77. On the options tab of the Open Export Module setup there is now a new "Do not export Heading Lines" option. [Build: 4] | ||
| 78. The QuoteValet Dashboard window can now be minimized and there is now a Refresh button on the Payments tab (in addition to the F5 key refreshing the list of payments). [Build: 4] | ||
| 79. The default cc and bcc email addresses are now used in the QuoteValet "Your quote is ready" and "Payment Request" emails. [Build: 4] | ||
| 80. In the SITE.ini file under the [System] section, you can set the key MaxMRUFiles=15 to show up to 15 of the most recently opened quotes under the File menu. [Build: 4] | ||
| 81. Holding down the SHIFT key while clicking on the File menu will change the Close menu to be a Close All menu which will Close All open documents. [Build: 4] | ||
| 82. When exporting a document to a DTF file choosing "Other location", the last folder location selected is now remembered. [Build: 4] | ||
| 83. ConnectWise 2012.1 is now supported! [Build: 4.01] | ||
| 84. The mobile quoting solution for QuoteWerks - QuoteValet mobile is now available. QuoteValet Mobile is included in your QuoteValet subscription at no additional charge. QuoteValet mobile is a platform independent mobile quoting solution for tablets. Right from your iPad (or HTML5 compatible tablet), you can create a quote for a customer onsite and email it to them while you are still onsite. Particularly useful for quick small orders. Once created, the QuoteValet engine takes over, allowing the customer to choose options, electronically sign, and pay by credit card. [Build: 6] | ||
| 85. For QuoteValet Mobile users, QuoteWerks templates can now be uploaded to QuoteValet by choosing the "Save Template to QuoteValet Mobile" option on the File->Save As Template window. For existing templates you can choose the "Save Template to QuoteValet Mobile" option on the File->Save window. The makes the template available on QuoteValet Mobile. [Build: 6] | ||
| 86. New Inbox tab on the QuoteValet Dashboard. On the Inbox tab you will Only see new QuoteValet activity notifications. This is an improvement over the Reporting tab which just shows all activity. Also, with the new inbox notification, the notification like a customer acceptance will stay in your inbox until you are ready to dismiss it, preventing you from accidentally losing track of the acceptance. Each inbox notification displays an icon indicating what type of activity has happened since you last checked. [Build: 6] | ||
| 87. For QuoteValet users, on the QuoteValet Dashboard, the reporting has been enhanced. The Manage tab has been renamed to Reporting, and now there are some new reports. There are separate "Customer Activity" and "Internal Activity" reports. The Expiring/Expired reports have been separated into "Expiring" and "Expired" for more effect use. A new report "Uploaded for Customer Acceptance" is useful for knowing how many quotes where uploaded for customer acceptance during any given date range. Another new report is "Accepted (with balance due)" useful in tracking down those customers that have not paid yet. Another related new report is the "Payment Received" report. Lastly to pair with the new QuoteValet Mobile functionality there is a new "QuoteValet Mobile Documents" report. The QuoteValet document activity history now is color coded so that Customer activity is different than Sales Rep activity. You can now also filter documents by "Doc Name contains", "Company starts with", and Source (QuoteWerks or QuoteValet Mobile). [Build: 6] | ||
| 88. For QuoteValet users, added new "Open QuoteValet Dashboard when starting QuoteWerks" option on the Misc tab under Tools->My Preferences. [Build: 6] | ||
| 89. For QuoteValet users, on the Reporting tab of the QuoteValet Dashboard, there are now new right click menu options of "View Customer facing page" and "Display in CRM". [Build: 6] | ||
| 90. The QuoteWerks Etilize integration now supports Tech Data Canada. [Build: 6] | ||
| 91. In a document template, the sales rep can now be removed by pressing the DEL key while in the Sales Rep field. [Build: 6] | ||
| 92. For salesforce.com users, retrieving products from salesforce.com price book depending upon the number of products is anywhere between 2x and 100x times faster. Also, the Merge Remote Documents feature is is much faster. [Build: 6] | ||
| 93. Added new fields available in the layout designer DocumentItems->&QtyGroupMultiplier_Actual, and DocumentItems->&QtyGroupMemberTotal_Actual. [Build: 6] | ||
| 94. The LineItemAttributes field is now exposed in the Product Import Wizard so line attributes for products can now be specified when imported. [Build: 6.01] | ||
| 95. SugarCRM 6.5 is now supported! [Build: 7] | ||
| 96. Maximizer 12.1 is now supported! [Build: 7] | ||
| 97. Sage 50 – U.S. Edition (formerly known as Peachtree) Accounting 2013 is now supported! [Build: 7] | ||
| 98. Microsoft SQL Server 2012 is now supported! [Build: 7] | ||
| 99. For Autotask users, the shipping amount now is passed into the Autotask Quote. [Build: 7] | ||
| 100. For Autotask users, you can now send over an item as an Autotask Service Item in the Autotask Quote. [Build: 7] | ||
| 101. For Autotask users, the Rebuild CM Transport Files feature now works with Autotask. [Build: 7] | ||
| 102. For Autotask users, you can now create Account Notes and attach them to Accounts, Contacts, and Opportunities. [Build: 7] | ||
| 103. For Autotask users, when retrieving customer information into QuoteWerks, you can now use the Datalink feature to retrieve non-address related information from Autotask such as terms, etc. This information is also available in Print Layouts. Account level field data and Contact level field data (including UDFs) can be retrieved. [Build: 7] | ||
| 104. For Autotask users, you can now search for a Contact by AccountNumber. [Build: 7] | ||
| 105. For Autotask users, Autotask Products and Services can be now used with Bundles and Configurations. [Build: 7] | ||
| 106. For Autotask users, when QuoteWerks creates new products in Autotask, you can now map the Autotask Product Item Name to either the QuoteWerks Description field or the QuoteWerks Manufacturer Part Number field. [Build: 7] | ||
| 107. For ConnectWise users, Service tickets are now supported! When saving the quote, you can choose to create a single or multiple service tickets (with or without creating/attaching an opportunity)! This is great for creating a service ticket for a site survey or to initiate any processes needed when creating a new quote or saving changes to an existing quote. [Build: 7] See a screenshot/video of this feature | ||
| 108. For ConnectWise users, when creating / updating an opportunity you can now specify an Internal Salesrep. [Build: 7] | ||
| 109. For ConnectWise users, when creating / updating an opportunity you can now specify an associated Marketing Campaign. [Build: 7] | ||
| 110. For ConnectWise users, negative quantities are now supported for opportunity products (Products tab of an ConnectWise Opportunity) [Build: 7] | ||
| 111. For ConnectWise users, it is now possible to configure a default Business Unit to use when creating new opportunities in ConnectWise. [Build: 7] | ||
| 112. For ConnectWise users, it is now possible to configure a default Location to use when creating new opportunities in ConnectWise. [Build: 7] | ||
| 113. Updated Paste Special wizard to support recent changes made to the Tech Data website shopping cart export. Build your quotes on the Tech Data website and then import them into QuoteWerks to make them presentable and deliver them to your customers. [Build: 7] | ||
| 114. For Etilize users, you now have an option to have the Manufacturer Part Number automatically removed from the Description returned from Etilize. This helps prevent price shopping. [Build: 7] | ||
| 115. Real-time Pricing and Availability is now available for the UK IT distributor EET ( uk.eetnordic.com ). [Build: 7] | ||
| 116. The QuoteWerks Contact Database MobilePhone field is now available in the DataLink. [Build: 7] | ||
| 117. On the Print tab under Tools->Options menu, added options "Include Comment lines on Sales Orders", "Include Heading lines on Sales Orders", and "Include SubTotal and RunningSubTotal lines on Sales Orders". [Build: 7] | ||
| 118. Added new "Remove Non-Selected Optional Items when converting document" option on the Installation tab under the Tools->Options menu. This is used to remove optional items that the customer did not select in the quote when converting the quote to an order. [Build: 7] | ||
| 119. The Purchasing window now has [Select All] and [DeSelect All] toolbar buttons. [Build: 7] | ||
| 120. For ConnectWise users, when converting a quote to an order, you now have the ability to create or link to service tickets in ConnectWise. You can create a service ticket for all the products, a service ticket for all the service items, a separate service ticket for each service item, or a combination of the above. Now, you have a way to get service items onto ConnectWise service tickets - a QuoteWerks exclusive! [Build: 7] | ||
| 121. You can now import entries into any F2Lookup list using the new [Import] button on the F2Lookup window. This will import the data that is currently in the Windows Clipboard, so simply copy the list of entries that you want to import into the Windows Clipboard (have each entry on its own line) and click on the [Import] button. Duplicates in the clipboard data will be ignored and if the entry already exists in the F2 Lookup List a duplicate will not be imported. If a user has the access right of CannotCreateF2LookupValue set, then they cannot use this feature. Also the DEL key now deletes entries making it easier to delete incorrectly imported entries. [Build: 7.17] | ||
| 122. For Outlook users, the speed of searching for contacts and using advanced outlook integration features has been dramatically improved. [Build: 7.17] | ||
| 123. For Canadian users, added Purolator shipping options to SYNNEX online ordering. [Build: 7.17] | ||
| 124. Sage ACT! 2013 is now supported! [Build: 7.17] | ||
| 125. For Tech Data online ordering users, added support for MyOrderTracker "Delivery Confirmation (FedEx only)". [Build: 7.19] | ||
| 126. When sending email, there is now a new "Hide TO Recipients from each other" option and you can also address to the email to recipients by selecting vendor email addresses from the Utilities->Vendors list. These seemingly innocuous features are very powerful. With these you can now create an RFQ and choose multiple vendors to email the same RFQ to and the email will be sent to them individually addressed to each of them separately from you, and they will not see the other vendors that the RFQ has been emailed to. This is a real advantage over using Outlook to do this. If you send this kind of email from Outlook it will be sent to "undisclosed recipients" rather than an individual person. The workaround most people use is to send the email to themselves from themselves and BCC the vendor. This does not look professional and is often caught by spam filters. Of course, in Outlook you can just manually create a separate email for each vendor and attach the PDF RFQ, but that is a lot of work that this feature now eliminates. [Build: 8] | ||
| 127. For GoldMine users, when using the new "Hide TO Recipients from each other" option, each sent email is logged in GoldMine (if the email address is found in GoldMine) as if it was sent from GoldMine. [Build: 8] | ||
| 128. On the Send Email window, a count of the number of email recipients in the TO, CC, and BCC boxes is now displayed next to their respective label. [Build: 8] | ||
| 129. On the Send Email window, you can now paste a list of email addresses from the Windows Clipboard into the send email TO, CC, and BCC recipient text boxes. Simply copy the list of email addresses into the Windows Clipboard, then hold down the SHIFT key while clicking on the [Select Recipients] button. This will take any list of email addresses that are each on their own line and convert them into a comma delimited list of recipients and paste into the recipient box. Of note, the import will eliminate duplicate email addresses, and will ignore lines of data that do not contain an "@" symbol. [Build: 8] | ||
| 130. Real-time Pricing and Availability is now available for Westcon Group. Westcon Group includes Comstor, Collaboration, and Vodaone, and is available on the Etilize Panel. [Build: 8] | ||
| 131. For Etilize users, Arbitech, Blue Star, Digitek, EET, Supplies Network, and Northamber pricing & availability is now available on the Etilize Panel if you have accounts with these distributors. [Build: 8] | ||
| 132. For Etilize users, the QuoteWerks Price Modifier can now be mapped to an Etilize Category Name. If no Category is mapped, the default price modifier will be used. As an example, this allows you to markup software and hardware differently. [Build: 8] | ||
| 133. For Etilize users, on the Etilize Panel Accessory tab, you can now double-click on the distributor real-time pricing option to add the item to the Workbook. [Build: 8] | ||
| 134. For online ordering users, if all the items selected for ordering come from the same order, the SoldTo/ShipTo/BillTo address from that order will be available for selection when ordering. [Build: 8] | ||
| 135. For Ingram Micro online ordering users, there is now a "Ingram Micro Default" ShipVia option. [Build: 8] | ||
| 136. For Ingram Micro online ordering users, you can now select the warehouse to ship each line item from. [Build: 8] | ||
| 137. With the new Vendor Import Wizard you can import vendor information into the Utilities->Vendor Maintenance list using the new [Import] button. [Build: 8] | ||
| 138. On the Accounting tab of the Tools->Options menu, there is a new "Selected Accounting Integration" option. The accounting integrations to both QuickBooks and Peachtree are activated when using the Professional or Corporate Editions of QuoteWerks. With this option you can now specify which integration you use, after which QuickBooks or Peachtree toolbar buttons, etc will be removed depending upon your selection. Also on this tab are now setup buttons for both integrations. Also after placing an electronic order, this will control if you are prompted to export the PO to QuickBooks. [Build: 8] | ||
| 139. Windows 8 is now supported. [Build: 8] | ||
| 140. There is now a new "QuoteWerks Light Blue" user interface skin. It has a more flat look to it with nice clean form edges. We know you'll like it… we do! You can change your QuoteWerks skin under the Appearance tab of the Tools->My Preferences menu. [Build: 8] | ||
| 141. Windows 2012 Server is now supported! [Build: 08.06] | ||
| 142. You can now disable a product data source under the Products->Setup Product Data Sources menu. [Build: 08.06] | ||
| 143. When creating a new QuoteWerks contact database contact, the customer tax rate will default to the default document tax rate specified on the Documents tab under the Tools->Options menu. [Build: 08.06] | ||
| 144. Distributor realtime raw error messages are now displayed when hovering over the distributor price listing in the Etilize panel if there was an error retrieving the realtime pricing. [Build: 08.06] | ||
| 145. QuickBooks 2013 USA, Canada, and UK now supported! [Build: 08.09] | ||
| 146. The Send E-Mail window has been re-designed. There is now an option to send the e-mail in either "Regular E-Mail" or "Mass E-Mail" mode. When sending the e-mail in "Mass E-Mail" mode, the recipients will not see each other's email addresses or names. This replaces the old "Hide TO Recipients from each other" checkbox. [Build: 08.09] | ||
| 147. 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. [Build: 08.09] | ||
| Misc Features - Version 4.7 | ||
| 1. The Edit->Add Blank Line and Edit->Add Comment now behave differently. If a line item is selected when either of these menu items are selected, the blank line or comment line will be added below the selected line. If no line is selected, they will be added to the end of the quote. [Build: 1] | ||
| 2. When non-modal windows are display such as the Open Document, Product Lookup, Email Templates, QuoteValet Dashboard windows, if you minimize the main QuoteWerks windows, these other windows will be cleared from the desktop and re-appear when you restore the main QuoteWerks window. [Build: 1] | ||
| 3. QuickBooks version 2012 was not listed under the Contacts-> Setup Contact Manager-> QuickBooks selection [Build: 1.01] | ||
| 4. For MS CRM users, removed hard coded USD $ symbol from the Revenue and Actual Revenue labels on the Sales Opportunity window. [Build: 1.01] | ||
| 5. In the QuoteWerks Node Installer when choosing to install optional components, if the component is unchecked, it will not uninstall the component. To uninstall these components, use the Windows Add/Remove Programs. When re-running the node install, this will save time by giving you the opportunity to not re-run all the installers for these components if you know they do not need to be updated. [Build: 1.02] | ||
| 6. QuoteValet integration now auto-reconnects and caches ip address lookups for performance increase. [Build: 1.02] | ||
| 7. ConnectWise Integration installer now says version "4.x" [Build: 1.02] | ||
| 8. When mapping the list of Etilize categories, the list is now sorted. [Build: 2] | ||
| 9. The Purchasing window is now larger. [Build: 2] | ||
| 10. For API users, the ItemFunctions.LineItemSetValue now supports the "PictureFile" field. [Build: 2] | ||
| 11. The Product Lookup window no longer stays on top of the main QuoteWerks window. [Build: 2] | ||
| 12. When entering the primary license key you will now be reminded what the default login id and password are. [Build: 2] | ||
| 13. For QuickBooks users, loading the QuickBooks Integration setup in QuoteWerks is much faster. [Build: 2] | ||
| 14. For ConnectWise users, when attempting to create / update an opportunity a warning messaging would be displayed, and the process would be cancelled if a line item had a manufacture part number that ended in a space. ConnectWise has since resolved the underlying issue that this warning was handling and we've now removed this behavior. [Build: 2] | ||
| 15. When exporting to XML files using the Open Export Module the encoding is now being set to "ISO-8859-15". [Build: 2] | ||
| 16. The QuoteWerks User Manual is now a PDF file. It used to be a Word document DOC file. PDF files are much easier to search. [Build: 4] | ||
| 17. The pipe character "|" was being interpreted as a new line character in the layout designer. For this change to take effect the field must be removed and re-added to the layout. [Build: 4] | ||
| 18. Updated redemption.dll to version 5.2 for Outlook 2010 BCM. [Build: 4] | ||
| 19. The main Quote WorkBook has a more flat appearance. [Build: 4] | ||
| 20. Added new settting to the backend.ini file. Under the [Backend] section, the key SQLForceUNICODE=-1 is used to force QuoteWerks to save to the SQL database in UNICODE format. This is needed in some countries depending upon their language and character sets. [Build: 4] | ||
| 21. 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. [Build: 4] | ||
| 22. For Etilize users, on the Quote Workbook, when using the Etilize panel to obtain information about line items in the quote, if a line item had "Cisco" for the manufacturer instead of "Cisco Systems", the Cisco item would not be found in Etilize. [Build: 4] | ||
| 23. The send email packet size was increased from 4K to 32K which results in e-mails sending over 8x faster! [Build: 4] | ||
| 24. For QuoteValet Payment Processing users, our PayPal PayFlowPro integration now supports some additional fields required for some configurations. [Build: 4.01] | ||
| 25. If a document is locked, you can now scroll the read only fields on the Notes tab. [Build: 4.02] | ||
| 26. Added a debug command to clear secondary CRM links from a document. In a situation where an older quote was linked to one CRM, but now a different CRM is used, this feature will clear out the references to follow up calls and opportunities in the old CRM. [Build: 6] | ||
| 27. Westcoast Real-time URL and XML format updated for Westcoast changes [Build: 6] | ||
| 28. Updated US SYNNEX Warehouse Locations [Build: 6] | ||
| 29. For Tech Data customers, the online ordering was updated to support the new changes to the Tech Data XML ordering system. The supported PONumber length increased from 25 to 35 characters. The supported field length for the fields ShipToAddress1, ShipToAddress2, and ShipToAddress3 increased from 25 to 35 characters. The EndUserCountryCode was changed from "USA" to "US". An alpha numeric value is now sent to Tech Data for the OrigCustPOLineNbr field. [Build: 6.04] | ||
| 30. For Tech Data customers, the online ordering was updated to support more new changes to the Tech Data XML ordering system. The warehouse codes have changed. [Build: 6.05] | ||
| 31. Removed the QuoteValet Payment Gateway URL field as it was not needed. [Build: 7] | ||
| 32. QuoteWerks demo mode changes. [Build: 7] | ||
| 33. When trying to export a QuoteValet credit card payment transaction to QuickBooks, if the accepted quote did not have a SoldToCompany the export would fail. Now, the SoldToContact is used as the QuickBooks "CustomerName" if no SoldToCompany is available. [Build: 7] | ||
| 34. For ConnectWise users, when adding new products to the ConnectWise product database (as part of an opportunity update/create) QuoteWerks would display a warning message for every product that had a manufacturer specified that was not found in ConnectWise. It was found that this could be disruptive on quotes with many line items. The behavior has now been adjusted to only warn once for each manufacture not found. [Build: 7] | ||
| 35. For ConnectWise users, when QuoteWerks is configured to send over shipping costs to ConnectWise and the shipping amount for the Quote was $0, a forecast with a $0 dollar amount would be created in ConnectWise. This behavior has been changed such that if the shipping amount of the Quote is $0 then the associated forecast line is NOT created in ConnectWise. [Build: 7] | ||
| 36. Increased XML builder speed for larger xml documents. [Build: 7] | ||
| 37. Added debug info command for Autotask. [Build: 7] | ||
| 38. Updated Autotask API no longer requires a "Dummy/Garbage Collection" Autotask quote. As a result, the process of deleting items from Autotask quotes, routinely done when updating the Autotask quote is now faster. [Build: 7] | ||
| 39. For Autotask users, when attempting to update an Autotask opportunity that the QuoteWerks quote is associated with, if the Autotask opportunity has been deleted (outside of QuoteWerks), a message will be displayed alerting the user. [Build: 7] | ||
| 40. QuoteValet payment page now has a branding letter head section across the top of the payment page. [Build: 7] | ||
| 41. On the Purchasing window the items are now sorted by descending docdate, and then docno field. ALso when clicking on DocDate or PODate column headers, it now sorts by date vs alpha sort. [Build: 7] | ||
| 42. For Tech Data users, Tech Data increased their XML ordering field lengths. ShipToName increased from 25 to 35, EndUserContact from 30 to 40, EndUsercompany from 30-40, and EndUserCity from 30 to 40. [Build: 7] | ||
| 43. Changes to the Product Lookup window "Show SQL" option. [Build: 7] | ||
| 44. For Tech Data only ordering, no longer passing a hard coded ContractType of "Purchase Order" [Build: 7] | ||
| 45. A Maximizer 12.1 beta message was still appearing. [Build: 7.03] | ||
| 46. QuoteWerks Demo mode changes. [Build: 7.03] | ||
| 47. In the {username}.ini file under the [Preferences] section there is a now a new EmailPacketSize key. The default is 32768. [Build: 7.03] | ||
| 48. Ingram Micro online orders no longer require reseller or end user fax numbers. [Build: 7.17] | ||
| 49. For Tech Data online ordering users, removed MyOrderTracker "Released to Warehouse" option as it is no longer supported by Tech Data. [Build: 7.17] | ||
| 50. Tech Data PartSmart product price file import templates TechDataPartSmart_MaterialImport_Step1.pit and TechDataPartSmart_PriceImport_Step2.pit are now included. [Build: 7.17] | ||
| 51. For Tech Data users, when using Online Ordering, the FloorPlanNumber field length was increased from 3 to 10. [Build: 7.17] | ||
| 52. For Etilize users, real-time distributors will not appear in the Etilize Panel unless you are in demo mode or you have setup real-time credentials. [Build: 8] | ||
| 53. For Etilize users, the older Tech Data USA part numbers will no longer be displayed. This helps to switch over to the new Tech Data part number format. [Build: 8] | ||
| 54. The QuoteValet MSI installer no longer checks for .NET 3.0. [Build: 8] | ||
| 55. On the Purchasing window, whatever items are selected before the Vendor drop down is changed will be reselected in the new results. [Build: 8] | ||
| 56. For SYNNEX online ordering users, the current list of warehouses has been updated. [Build: 8] | ||
| 57. Now detects Windows 8. [Build: 8] | ||
| 58. For Tech Data users, when using Online Ordering, the ShipToCity field length was increased from 12 to 35. [Build: 8] | ||
| 59. Windows versioning now accounts for Windows 8 Domain controller detection. [Build: 08.06] | ||
| 60. For Sage ACT! for Web users, beta support is activated for version 2013. [Build: 08.06] | ||
| Fixes - Version 4.7 | ||
| 1. For Tech Data real-time users, when some part numbers where not found, would receive a cryptic error message rather than a message simply stating the part number was not found. [Build: 1] | ||
| 2. When the selected tab was changed behind the scenes, the position of the tab would be changed rather than just bringing it to focus. [Build: 1] | ||
| 3. If a Quote was duplicated, and then immediately attempted to be uploaded to QuoteValet without saving it first, would receive errors. [Build: 1] | ||
| 4. For ConnectWise users, would receive runtime error 9 when attempting to create/update an opportunity, and some pick lists were empty. [Build: 1] | ||
| 5. For ConnectWise users, percent charge and percent discount type line items were not being included as part of the opportunity. [Build: 1] | ||
| 6. On Windows 7, when sending an HTML email after first printing a quote would hang. [Build: 1] | ||
| 7. When selecting the FROM email address on the Select Email Address window by double clicking, would receive an error. [Build: 1] | ||
| 8. When converting line items to a group "on-the-fly" in the quote sheet, or when pasting a line item that was optional with the IsSelected attribute set that was not part of a mutually exclusive group, all the optional items not part of exclusive groups would have their IsSelected attribute removed. [Build: 1] | ||
| 9. For QuoteValet users, if a document was uploaded to QuoteValet, and then an approval was rescinded by unlocking the document, the approval was not getting rescinded on QuoteValet. [Build: 1] | ||
| 10. Would receive missing operator error when clicking on the Project No drop down list on the Open Document window if the user did not have rights to view all users documents. [Build: 1] | ||
| 11. HTML emails with embedded images would not view correctly on iPhone and iPad products. [Build: 1] | ||
| 12. Error 438 when clicking on Finish tab when attempting to Rehost to SQL. [Build: 1.01] | ||
| 13. While using Etilize integration, Northamber would not appear in the list of available vendors. [Build: 1.01] | ||
| 14. When placing an online order with D&H, if the checkbox "After order submitted, don't update Order with real-time ordered price." was not checked, the UnitPrice of the items in the order would be set to 0. [Build: 1.01] | ||
| 15. You could not use the new Tools->Purchasing menu unless you had a real-time module license. [Build: 1.01] | ||
| 16. In some search operator lists the "Contains" operator said "ContainsVB6". [Build: 1.01] | ||
| 17. For QuickBooks, the "I do not charge tax in QuickBooks." setting was being ignored. [Build: 1.01] | ||
| 18. When the Open Document window is resized, the sales rep search field would get covered by the results grid. [Build: 1.01] | ||
| 19. On the QuoteValet tab, selecting Acceptance notes and pressing CTRL-C was not copying the selected text. [Build: 1.01] | ||
| 20. In the Summing line features, if a field to search was customized with a custom label that contained multiple parenthesis characters, would receive an error. [Build: 1.01] | ||
| 21. Error when attempting to add a new payment gateway. [Build: 1.02] | ||
| 22. On the Purchasing window the selected total was totaling the Unit Cost not the Extended Cost. [Build: 2] | ||
| 23. For ConnectWise users, would receive error 'Runtime error 13 - Type Mismatch' when attempting to create/update an opportunity in ConnectWise for a quote with a grouped bundle were none of the line items in the group were taxable. [Build: 2] | ||
| 24. For ConnectWise users, when closing an opportunity as won via the QuoteWerks-ConnectWise Integration the following underlying fields were being populated incorrectly: ExpectedCloseDate, DateClosed and ClosedBy. [Build: 2] | ||
| 25. For ConnectWise users, when attempting to create a product in the ConnectWise Product Database via the QuoteWerks-ConnectWise integration the process could fail due to a case-sensitivity issue concerning the Manufacturer field. [Build: 2] | ||
| 26. The (qty x) prefix was still being displayed in a grouped bundle item line even though the Hide Quantity attribute was set. [Build: 2] | ||
| 27. When adding an accessory line item to the quote from Etilize Accessories, the Description sometimes would not be set in the line item. [Build: 2] | ||
| 28. Sometimes the QuoteValet URL merged into the notification e-mail would be corrupted through the emailing sending process. [Build: 2] | ||
| 29. When using macros in e-mails, in certain combinations of certain macros and the location of the macro in the e-mail, the macro would not be merged. [Build: 2] | ||
| 30. If a document required two approvers, after one approver had approved the document, the second approval would not take effect unless it was done through quotevalet.com. [Build: 2] | ||
| 31. For QuoteValet users, if a quote that was uploaded to QuoteValet was approved through quotevalet.com and then the sales rep unlocked the document to make changes, the approval was not getting rescinded, and therefore after they made the changes, they were not able to get it approved again because it was already approved. [Build: 2] | ||
| 32. For QuickBooks users, when exporting Purchase Orders to QuickBooks for a Service type line item, would receive an error that Service type parts cannot have a manufacturer part number. [Build: 2] | ||
| 33. When opening a document that another user already has open, it is opened in Read-Only mode. You were able to do a 'Save As Next Revision' when you should not have been able to do so with a read-only document. [Build: 2] | ||
| 34. When sending an email and selecting a FROM email address from the QuoteWerks E-Mail address book and double-clicking on the email address to choose it (vs clicking on select button) error would occur. [Build: 2] | ||
| 35. When setting the Deposit Required option to "Percent of a line item in the document" and choosing a filter field that had been renamed (like a CustomText01 field) you would receive an error saying that the field could not be found. [Build: 2] | ||
| 36. For QuoteValet users, when renaming a QuoteValet template and cancelling would still receive a message saying the Template was renamed. [Build: 2] | ||
| 37. When the QuoteValet Dashboard first loaded, it defaults the date range to "Today", but not results would be displayed until you changed a filter item. [Build: 2] | ||
| 38. When converting a quote to an order and choosing the option "Remove Non-Selected Optional Items", if a group was set as optional, the group header would be removed, but not all the line items in the group. [Build: 2] | ||
| 39. For QuickBooks users, the option for Job Name (Estimates only) of "Auto-generate using Document Name" was using the Document Number. [Build: 2] | ||
| 40. For QuickBooks users, when mapping the Estimate/Order/Invoice/PO header custom fields, the list of QuoteWerks fields to choose from were the Document Items fields, not the Document Header fields. [Build: 2] | ||
| 41. For QuoteValet users, when using Etilize, sometimes the auto generated file name for pictures downloaded from Etilize would cause problems when uploaded to the QuoteValet server. [Build: 4] | ||
| 42. On the Edit Product window, the "Print Line" attribute was being ignored. [Build: 4] | ||
| 43. On the Product Lookup window, right click menu, the View Item URL was not being displayed if the real-time module was not enabled. [Build: 4] | ||
| 44. When exporting payments to QuickBooks, the payment method and deposit account mappings were not being used. [Build: 4] | ||
| 45. UnitOfPricing factor field was not being accounted for when creating products in CRM opportunities. [Build: 4] | ||
| 46. Would receive error 91 when opening some quotes. [Build: 4.01] | ||
| 47. When inserting a new text field into the layout designer the word wrapping would not work correctly. [Build: 4.02] | ||
| 48. When creating a new product in the Product Database the PrintLine attribute was defaulting to false. [Build: 4.02] | ||
| 49. From the Print Preview window, When Choosing File->Save As (PDF) and the "Make PDF read-only" option was set under User Preferences would receive error "Error 103 (In QuickPDF) applying permissions to file". [Build: 6] | ||
| 50. For QuoteValet users, if an accepted quote was duplicated, the Acceptance Notes were not getting cleared from the duplicated document. [Build: 6] | ||
| 51. When using the Real-time tax rate lookup, if more than 10 jurisdictions were found for the postal code, only the first 10 would be visible. [Build: 6] | ||
| 52. For QuoteValet users, on the QuoteValet dashboard, the user list was being limited by the "CannotViewOthersEmailTemplates" right versus the "CannotViewOthersDocuments" right. [Build: 6] | ||
| 53. When using the Etilize Panel on the Quote Workbook, if the Auto-retrieve realtime checkbox was set, the selected vendor on the quote would not be updated unless the Retrieve Real-time button was manually pressed. [Build: 6] | ||
| 54. For Standard Edition users would receive the message "The Interactive Peachtree Link feature is only available..." whenever selecting the Tools->Options menu even if the Peachtree link was not being used. [Build: 6] | ||
| 55. If a document template was uploaded to QuoteValet Mobile and then deleted from QuoteWerks from the File->New window, it would not be deleted from QuoteValet Mobile. [Build: 6.01] | ||
| 56. For Peachtree users, when linking to the Peachtree Item list as a Product Data Source, then Peachtree Item Tax Type number was being returned as one number lower, so a tax type number of 2 was being read as a 1. In some cases this would result in the items QuoteWerks tax code of Y/N being reversed. [Build: 6.01] | ||
| 57. When rehosted to SQL, from the Quick Lookup bar if choosing to lookup an item using the description field would receive an error. [Build: 7] | ||
| 58. When a skin style was applied, the QuoteValet Dashboard window form would have blank form space at the bottom of the window. [Build: 7] | ||
| 59. For Tech Data customers, the AssignedID supplied in electronic order submissions is being changed as a result of the Tech Data XML ordering system upgrade. A workaround has been coded until this issue can be addressed by Tech Data. [Build: 7] | ||
| 60. When linking to an existing Autotask Opportunity, a new opportunity would be created with a copy of the details from the existing opportunity. [Build: 7] | ||
| 61. For Tech Data customers, the online ordering was updated to support more new changes to the Tech Data XML ordering system. After the Tech Data system changed would receive error "EuiEndUserLicenseNbr is blank or missing error". Suggested workaround was applied. [Build: 7] | ||
| 62. For Sage 50 / Peachtree users, comment lines were not getting exported to Invoices/SalesOrders. [Build: 7] | ||
| 63. Sending an Email from the Preview window merged the PDF files even though the option on the Misc tab of the Tools->My Preferences was not set. [Build: 7] | ||
| 64. For ConnectWise users, when adding a product to a Quote from the ConnectWise product data source line breaks would be missing from the description. [Build: 7] | ||
| 65. For ConnectWise users, when saving a large quote in QuoteWerks (500+ line items) and creating / updating an associated opportunity in ConnectWise, QuoteWerks would sometimes throw an exception. [Build: 7] | ||
| 66. When choosing the "Reference one line item in the document" for the deposit amount method, the ExtendedPrice field was always being used as the reference field instead of the selected field. [Build: 7] | ||
| 67. When overriding the automatically calculated AlternateUnitPrice, in some cases the Deposit Amount calculations were based on the non-overridden amount. [Build: 7] | ||
| 68. 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.' [Build: 7] | ||
| 69. For SugarCRM users, upon updating an opportunity in SugarCRM the assigned to user would be blanked out. [Build: 7] | ||
| 70. For SugarCRM users, searching for Contacts would sometimes return duplicate results. [Build: 7] | ||
| 71. For F2Lookup if more than one http:// was in the data, it would be confused with the // comment designator. [Build: 7] | ||
| 72. For QuickBooks users, when creating a purchase order from the Purchasing window would receive a query error. [Build: 7.01] | ||
| 73. If entering a price or cost modifier like P20 or D20 directly into the Cost or Price cell on a line item would receive a runtime error 13 type mismatch. [Build: 7.17] | ||
| 74. On the Open Document window, if columns were manually added to the user ini file, the underlying data will now be displayed again. [Build: 7.17] | ||
| 75. 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 [Build: 7.17] | ||
| 76. Runtime error 5 when placing online order. [Build: 7.17] | ||
| 77. The default ConnectWise Location and Business Unit settings were not getting saved. [Build: 7.17] | ||
| 78. For Outlook BCM 2007 and 2010 users, "Error (-2147483645) This must be associated with a Business Contact, Account, Opportunity or Project before saving." This would happen when attempting to write a Journal Entry into the "Communication History" folder. Now, if the "Communication History" folder is selected as the Journal folder, only a file entry will be written to the history. [Build: 7.17] | ||
| 79. When deleting an email template owned by a user other than the logged in user the "Are you sure you want to delete this template, it is currently in use in other templates" message would incorrectly be displayed. [Build: 7.19] | ||
| 80. For Outlook users, if not using the public journal folder would receive error 91 when saving quote and choosing to create a linked document in Outlook. [Build: 7.19] | ||
| 81. The title of the Product database field Item URL was incorrectly titled "Item Type". [Build: 8] | ||
| 82. On the Quote WorkBook, if multiple lines of data was in the Windows Clipboard and then CTRL-V was used to paste the text into a single line text box, the extra lines of data would not be truncated. [Build: 8] | ||
| 83. For QuickBooks and QuoteValet users, when exporting a credit card payment to QuickBooks would receive error "35601 element not found". This issue was introduced in build 6.12. [Build: 08.01] | ||
| 84. When placing Tech Data online order would sometimes incorrectly receive error Assigned ID could not be located. [Build: 08.06] | ||
| 85. For Tech Data realtime users, if there is a Tech Data SKU related pricing error, it no longer reports "data not in expected format". [Build: 08.06] | ||
| 86. On Vendor Maintenance window, pressing ESC key would start the import wizard. [Build: 08.06] | ||
| 87. For realtime vendors that do not have a "host" product database, like the newly added Westcon, on the Add Item Assistant window, you can now get realtime pricing & availability. [Build: 08.06] | ||
| 88. In some cases, Westcon would not appear in the Etilize list. [Build: 08.06] | ||
| 89. For MS CRM 5.0 users, the Contact Manager tab under the Tools->My Preferences menu was not appearing. [Build: 08.09] | ||
| 90. The shortcut for the QuoteWerks User Manual in the Windows Start menu was pointing to the old qw4man.doc file instead of the newer qw4man.pdf. [Build: 08.09] | ||
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