407-248-1481
QuoteWerks Update Center
Version 5.4 Summary
| 138 New, 187 Fixes, and 35 Miscellaneous features | ||
| New Features - Version 5.4 | ||
| 1. Microsoft SQL Server 2019 is now supported! [Build: 1.08] | ||
| 2. ACT! version 21 is now supported! For ACT! v21 users, Swiftpage made a, non-backwards compatible, breaking change to the ACT! API. As a result, the DTF file attachment used to launch the document in QuoteWerks will be duplicated each time the quote is manually saved. ACT! has been made aware of this issue and we are awaiting a resolution from ACT! [Build: 1.08] | ||
| 3. Maximizer CRM v17.0 is now supported! [Build: 1.08] | ||
| 4. SugarCRM 8.2 is now supported! [Build: 1.08] | ||
| 5. Integration to ShareWerks web-based collaboration and communication system! With ShareWerks you can collaborate on this quote with your team, keeping all the communication in a single place rather than spread out over unstructured emails or chats. All the files and conversations relating to this quote will all be in one place where you can easily access them. At any time you can invite additional people into the discussion and immediately they will have access to all the previous messages and file uploads making it easy to get those people up to speed on the quote. Just use the [Discuss with ShareWerks] button on the Notes tab of the Quote WorkBook. [Build: 1.08] | ||
| 6. You can now manually override the automatically calculated Grouped Bundle Price. This is useful when, for example, your grouped bundle total is $5,043.23 and you would like to present it to the customer as a "cleaner looking" $5,000.00". Just type in the manual amount into the Grouped Bundle's Unit Price column and QuoteWerks will distribute the $43.23 difference across all the line items in the bundle in a proportional way. During this process any PriceModifiers for the bundle items will be cleared. [Build: 1.08] | ||
| 7. There is now a Find feature that lets you search the line items in the currently open quote. There are several ways to use this. First you can select the Edit->Find menu (or press CTRL-F) which launches the find window and sets the Find Column to <All> which will search all the columns. While on that window you can choose to just search a single column. Alternatively, you can CTRL click on the column heading to search that specific column. You can search for things like, search for lines with a profit margin less than 10, search for lines with an empty cell, search for dates greater than specified date. When the search is run, it will find and highlight the first match, then you can successively press the [Find Next] button to highlight the next match. As matches are found, this is also a great opportunity to press the highlight button to set a highlight color for the row the match is on. [Build: 1.08] | ||
| 8. You can now sort Line Items on the Document Items grid. Just select the rows that you would like to sort and then click the column heading you want to sort the rows by. You can hold down the SHIFT key to do a reverse sort. Since quotes can have different line item types that are purposely meant to stay together, the sort will only sort the selection if it contains Product/Service, Comment, Heading, or Summary lines. You can select a contiguous range or lines, or can single select multiple lines. [Build: 1.08] | ||
| 9. For QuoteValet users, with the recent introduction of QuoteValet payments that can apply surcharges or discounts based on the payment method, we've added refinements to make it easier to understand the total amount of payments made vs the Surcharges/Discounts, and the balance remaining. These additional breakdowns are on the payments area of the QuoteValet tab, the Payments tab of the QuoteValet Dashboard, the main QuoteValet page (once a quote has been accepted), and also on the QuoteValet Payment page. [Build: 1.08] | ||
| 10. For Autotask users, bi-directional data linking is now supported for Autotask opportunity fields. Field information can be copied from QuoteWerks into the Autotask opportunity and then fields can also be copied from the Autotask Opportunity into QuoteWerks. [Build: 1.08] | ||
| 11. For MS CRM users, bi-directional Data Linking is now supported for MS CRM opportunity fields. Field information can be copied from QuoteWerks into the MS CRM opportunity and then fields can also be copied from the MS CRM opportunity into QuoteWerks. [Build: 1.08] | ||
| 12. For MS CRM users, retrieving the existing opportunities on the opportunity window is significantly faster. [Build: 1.08] | ||
| 13. For MS CRM users, the opportunity name can now be changed on the create new opportunity window. [Build: 1.08] | ||
| 14. For MS CRM users, the opportunity name now supports the Default Opportunity name Generation macro from the Misc tab of Tools->Options. [Build: 1.08] | ||
| 15. For MS CRM users, if a follow-up call was created, the link is now displayed under the links tab. [Build: 1.08] | ||
| 16. For MS CRM users, more than 250 users can now be loaded on the opportunity window. [Build: 1.08] | ||
| 17. For MS CRM users, the DataLink now retrieves a list of all the Contacts, Accounts, and Opportunities fields available from MS CRM. [Build: 1.08] | ||
| 18. For QuoteValet users, there is now a [Dismiss All] button on the Inbox tab of the QuoteValet Dashboard. [Build: 1.08] | ||
| 19. For QuoteValet users there is now a [View QuoteValet Users] button on the Logged In Users window that will show you the users that QuoteValet licenses are currently allocated to. [Build: 1.08] | ||
| 20. The Etilize subscription no longer requires that you enter an S License Key each year as the annual subscription expires. QuoteWerks will check with the Aspire Licensing Server to obtain Etilize subscription information. [Build: 1.08] | ||
| 21. Under Utilities->License Manager menu there is a new [Redeem Code] button that can be used to replace or add License Keys into QuoteWerks with a single Redemption Code. Especially useful and time saving for Edition Upgrades, License Relinquishments, and Fresh Installations. [Build: 1.08] | ||
| 22. For ConnectWise Manage users, the DataLink can now copy information from QuoteWerks into ConnectWise Manage opportunity fields when QuoteWerks creates or updates a ConnectWise Manage opportunity. This can be done on the opportunity level with the EventAction of "CRMOppHeader_CreateUpdate". Information can also be copied at the line item level when QuoteWerks is creating/updating ConnectWise Manage opportunity product items using the EventAction of "CRMOppItem_CreateUpdate". The DataLink is bi-directional so after the Opportunity is created/updated in ConnectWise Manage you can setup a DataLink mapping to copy information from the ConnectWise Manage opportunity back into the QuoteWerks quote for fields at the opportunity level. This functionality also is available when creating a new QuoteWerks quote from a ConnectWise Opportunity via the QuoteWerks Opportunity Dashboard or via the Quote button on the ConnectWise Manage Opportunity. As an example, At the Opportunity Item level, this new functionality enables you to control what QuoteWerks Line item field is mapped to the ConnectWise Manage Description and Customer Description fields. While At the Opportunity Header Level, this new functionality enables you to populate the ConnectWise Manage Opportunity Notes field from a QuoteWerks field and also exposes the Opportunity Custom Fields to be mapped as well. [Build: 1.08] | ||
| 23. For QuickBooks Online users, when searching for a QuickBooks Online Item from the QuoteWerks Product Lookup by Manufacturer Part Number, results will be returned by both the QuickBooks Item MFG Part number and the Item Name. [Build: 1.08] | ||
| 24. Added the Manufacturer field to the POItems table which can now also be used when emailing POs from the Purchasing window. [Build: 1.08] | ||
| 25. For QuoteValet users, support for the "Stripe" Payment Gateway has been added. [Build: 1.08] | ||
| 26. For QuoteValet users, the ability to view license allocation errors has been added to the QuoteValet Insight Usage Monitor. [Build: 1.08] | ||
| 27. For QuoteValet users, template support now includes [DH_&PreparedByFullName] and [DH_&SalesRepFullNameOrUserName]. [Build: 1.08] | ||
| 28. For QuoteValet users, the ability to receive email notifications indicating the total number of times a customer has viewed the quote is now available. Contact Technical Support to activate this feature. [Build: 1.08] | ||
| 29. On the Quote Workbook, the drop-down menu for Sales Rep and Prepared by will now seek the first matching name when pressing the first letter of the name on the keyboard. This enables you with a key press to select a name in the list. This is helpful when there are many names in QuoteWerks. [Build: 1.08] | ||
| 30. Added option "When adding or inserting a Comment Line, place cursor in Description column" under the Misc.General tab of the Tools->My preferences menu. You can uncheck this if you want the cursor to be placed in the Description Column of the Quote Workbook when inserting or adding a Comment Line to the document. [Build: 1.08] | ||
| 31. When using Microsoft Word documents with QuoteWerks, you can select DOCM files in addition to DOC and DOCX. [Build: 1.08] | ||
| 32. For ConnectWise Manage Users, when clicking on the Quote Button in the ConnectWise Manage Opportunity to create a new Quote in QuoteWerks, the ShipTo and Bill To Contact Address Information from the Opportunity will be brought over to the new QuoteWerks Document. This functionality requires a contact for each to be specified. [Build: 1.08] | ||
| 33. For ConnectWise Manage Users, on the My Summary tab of the QuoteValet Dashboard, when clicking on the "Create Quote for ConnectWise Opportunity", the ShipTo and Bill To Contact Address Information from the Opportunity will be brought over to the new QuoteWerks Document. This functionality requires a contact for each to be specified. [Build: 1.08] | ||
| 34. For ConnectWise Manage users, the ConnectWise Opportunity will now have a link to open the QuoteWerks document in QuoteWerks Web. [Build: 1.08] | ||
| 35. For ConnectWise Manage users, when setting up the DataLink for Retrieving SoldTo, ShipTo, or BillTo contacts, the Custom Field Names will now be returned for both the Company and Contact to map. Previous to this change, you would need to manually type in the custom field name in the datalink setup. [Build: 1.08] | ||
| 36. For the DataLink Setup, Added InternalNotes, IntroductNotes, ClosingNotes, and Purchasing Notes as fields that can be mapped when mapping to a "QuoteWerks Field as a Destination." [Build: 1.08] | ||
| 37. Added new "Remove Optional Attribute for Selected Items when converting." option on the Installation tab under the Tools->Options menu. This is used to remove the "Optional - SELECTED" attribute for items that the customer did select in the quote when converting the quote to an order. [Build: 1.08] | ||
| 38. On the Payments tab of the QuoteValet Dashboard, dbl-clicking on a payment now opens the document the payment is for. [Build: 1.08] | ||
| 39. Added new user settings to control when overriding the automatically calculated Alternate Unit Price.
UserSettings\UserConfig\AlternateCurrencyPriceOverrideDisablePrompt=-1
UserSettings\UserConfig\AlternateCurrencyPriceOverrideDisableColoring=-1
UserSettings\UserConfig\AlternateCurrencyDefaultSelectedTotals=-1 [Build: 1.08] | ||
| 40. License Key addition, removal, and creation is now logged in the event.log
[Build: 1.08] | ||
| 41. ConnectWise 2018.6 is now supported! [Build: 1.08] | ||
| 42. For ShareWerks users, when first starting a discussion, you can now choose which users to invite to the topic. [Build: 1.11] | ||
| 43. ACT! for Web version 21 is now supported! For ACT! v21 users, Swiftpage made a, non-backwards compatible, breaking change to the ACT! API. As a result, the DTF file attachment used to launch the document in QuoteWerks will be duplicated each time the quote is manually saved. ACT! has been made aware of this issue and we are awaiting a resolution from ACT! [Build: 1.17] | ||
| 44. For SugarCRM users, bi-directional data linking is now supported for the SugarCRM Opportunity Header. Field information can be copied from QuoteWerks into the SugarCRM opportunity and then fields can also be copied from the SugarCRM Opportunity into QuoteWerks. [Build: 1.17] | ||
| 45. For Sage 50 Accounting US Edition (Peachtree) users, the looking up and creation of items in Peachtree is up to 45 times faster! [Build: 1.17] | ||
| 46. For Sage 50 Accounting US Edition (Peachtree) users, the Unit Price is now displayed on the Create Peachtree item window. [Build: 1.17] | ||
| 47. The Notification Log window can now stay on the screen while working in the quote. Useful when Refreshing Item prices and looking through the Notification log for any issues to correct. Also the width of the Notification log was increased to display more information. The log also now shows up to the last 500 notifications. [Build: 1.17] | ||
| 48. ConnectWise 2019.1 is now supported! [Build: 1.17] | ||
| 49. For Product Content Subscribers in the United States, added support for a new Product Data Source - Amazon. You can Search Amazon from within QuoteWerks and see the Amazon Price, List, Description, Picture, if the item is prime, and more. Being able to search Amazon directly, rather than indirectly through the "Etilize" search is a major improvement because if you know you just want to search Amazon it is a faster search than running an Etilize search, and it will find all matching parts on Amazon even if they do not have a Manufacturer and Manufacturer part number which is required when doing the Etilize search in order to find the parts on Amazon. [Build: 2.02] | ||
| 50. For SugarCRM (Enterprise) users, when writing SugarCRM opportunity Line Items, you can specify a QuoteWerks macro or part number generation option for auto-generating a value for the "Revenue Line Item name", for example, &DI_ManufacturerPartNumber. [Build: 2.02] | ||
| 51. For SugarCRM (Enterprise) users, when writing SugarCRM Opportunity Line items (Revenue Line Items), they can be "rolled up" into a summary line item for the entire quote, or can be each individual line item from QuoteWerks. [Build: 2.02] | ||
| 52. For SugarCRM (Enterprise) users, bi-directional DataLink is now supported for SugarCRM Opportunity Line Items. Field information can be copied from the QuoteWerks Line Item into the SugarCRM opportunity line item and then fields can also be copied from the SugarCRM Opportunity Line Item into the QuoteWerks line item. [Build: 2.02] | ||
| 53. For Salesforce users, when choosing to write line items into the salesforce.com opportunity, "Use Profit Amount vs Sales Amount as Opportunity Amount" option will now be applied. Previously it only had an effect on writing to the opportunity when the option to write line items was not checked. [Build: 2.02] | ||
| 54. For Autotask Users that subscribe to QuoteValet, if the QuoteWerks Document is linked to an Autotask Opportunity, when uploading a document to QuoteValet, the QuoteValet SalesRep Facing URL will be added to a Note on the Autotask Opportunity. This will enable sales reps to have access to the Sales Rep facing view of a QuoteValet Document from within Autotask. [Build: 2.02] | ||
| 55. For Autotask users, when an Autotask Opportunity is created, a note in the Opportunity will be created that contains a link to open the QuoteWerks document in QuoteWerks Web. [Build: 2.02] | ||
| 56. The Purchasing window now opens in non-modal mode meaning it can remain open allowing you to use the normal QuoteWerks functionality while it is open including opening documents, etc. It also no longer requires that you close all the currently open documents before you can view the Purchasing window. Instead it will check to see if you have a document open at the time you select items to order and click on the button to create the PO or place the online order. [Build: 2.02] | ||
| 57. On the Purchasing tab of the Purchasing window there is now a right click menu of "Open Document". If you open a document from here and make changes to it, you will need to make sure to refresh the Purchasing tab to refresh it with new data from your changes. Also on the Purchase Orders and Ordered Items tab, the DocNo displayed is now a hyperlink, so clicking on it will open the document. [Build: 2.02] | ||
| 58. Added Customer PO Number search field on the "Ordered Items" tab of the Purchasing window. [Build: 2.02] | ||
| 59. Added Serial Number search field on the "Ordered Items" tab of the Purchasing window. When a serial number is searched on, all the other search criteria will be ignored. [Build: 2.02] | ||
| 60. On the Accounting tab of the Tools->Options menu added new [Setup Shipping Carrier Tracking URL Mappings] button. You can use this to add custom Shipping Carrier options to use with the Purchasing window when entering tracking numbers. In the mapping your shipping carriers tracking URL and use the macro %trackingnumber% where QuoteWerks should insert the tracking number. [Build: 2.02] | ||
| 61. On the Purchase Orders tab of the Purchasing window, when holding down SHIFT and clicking on a Serial Number, you now have two options: Edit and Delete/UnReceive. If the Serial Number was just manually added and was not received, the Serial Number will be deleted, if the Serial Number was added as a result of receiving the item, then and UnReceive process will be initiated. This is a manual override process and will not undo the overall ReceivedOn, LineStatus, or CRM integration actions. [Build: 2.02] | ||
| 62. On the Purchase Orders tab of the Purchasing window, when right clicking on a PO Item record, the "Remove FulfillmentItem record (Override)" menu is now enabled for Manually created Purchase Orders. This will remove all Serial numbers entered and remove all Received records. [Build: 2.02] | ||
| 63. On the Purchasing tab of the Purchasing window you can now re-arrange the columns and your changes will be remembered. [Build: 2.02] | ||
| 64. On the Inbox tab of the QuoteValet Dashboard there is now a "Show activity" checkbox. If you know you will be dismissing multiple notifications, or just don't need to see the activity detail, you can uncheck this box and it will speed up the operation significantly. [Build: 2.02] | ||
| 65. Added option "Apply initial quantity to required and optional items" on the Installation tab of the Tools->Options menu. This has an effect on the quantity of a required or optional item as it is initially added to the quote. Most noticeable when an item is added from the Add Item Assistant and the quantity on that window is changed to a number greater than 1. When the option is set, if you enter a quantity of 5 on the Add Item Assistant window, then if a required item with a quantity of 3 does not have it's quantity linked to the parent item, then the quantity will be set to 5x3=15. If the option is not set, then the quantity will be set to 3. [Build: 2.07] | ||
| 66. Zoho CRM integration! The integration with Zoho CRM includes the ability to search for contacts, create/update Deals, and upload quote attachments to Zoho CRM. DataLink is supported. You can attach files to the Zoho Deal from the PDF Preview window, the Links tab, and the Print window. There is a button on the SoldTo/ShipTo tab to display the contact in Zoho CRM, and also a link on the links tab that you can click to view the Zoho Deal in Zoho CRM. Additionally, emails sent from QuoteWerks are logged in Zoho CRM history. The Professional or Corporate Edition of QuoteWerks is required to integrate with Zoho CRM. [Build: 3.05] | ||
| 67. ConnectWise 2019.2 is now supported! [Build: 3.05] | ||
| 68. In ConnectWise Manage 2018.4 and higher, the ManufacturerPartNumber field length for Catalog Items (Products) was increased in ConnectWise from 30 characters to 50 characters. The ManufacturerPartNumber field length in QuoteWerks is 40 characters. when QuoteWerks creates new Catalog Items (Products) in ConnectWise Manage, the Manufacturer Part Number will be populated with the QuoteWerks 40 character ManufacturerPartNumber. Of note, the QuickBooks Item Name field length is 31 characters. [Build: 3.05] | ||
| 69. SugarCRM 8.3 is now supported! [Build: 3.05] | ||
| 70. There is a new "Documents Bar" on the main QuoteWerks window. Each open document is represented on this Documents Bar. When you click on the "bar button" it will bring that document to focus. If you have lots of open documents, you will get little arrows on the right to pan through them. You can also use CTRL-TAB to cycle through the list of open documents, and also use the Window->Tile and Window->Cascade menus to interact with the open documents. [Build: 3.05] | ||
| 71. Document Side-by-Side feature. While holding the CTRL key and clicking on a second document on the Documents Bar, it will position and size the two documents side by side. Holding down CTRL-SHIFT and the clicking will maximize the QuoteWerks window and then position and size the documents.
[Build: 3.05] | ||
| 72. Under the Misc tab of the Tools->My Preferences menu you can now set the AutoSave interval per user. The new default is 4 minutes. [Build: 3.05] | ||
| 73. For Outlook users, when using the DataLink for more than one DataLink field, the contact record would be searched for repeatedly for each field, now the record is searched for once and all the fields are retrieved from it. [Build: 3.05] | ||
| 74. Added option "Auto Display All OrderedItems On Purchasing Window" on the Misc tab of the Tools->My Preferences menu. [Build: 3.05] | ||
| 75. Effective April 1st 2019 Ingram Micro now requires all xml queries to be sent using the TLS 1.2 protocol. .NET Framework 4.5 or higher is now required to use the Ingram Micro integration with QuoteWerks.
[Build: 3.05] | ||
| 76. Added macro &SYS_TodaysDateB which will be formatted like "March 13, 2019". [Build: 3.07] | ||
| 77. For MS CRM users, bi-directional data linking is now supported for MS CRM Quote Items. Field information can be copied from the QuoteWerks Line Item into the MS CRM Quote Item and then fields can also be copied from the MS CRM Quote Item into the QuoteWerks line item. [Build: 3.08] | ||
| 78. You can now select multiple bundles to add to the quote at the same time from the Products->Bundles menu. [Build: 3.10] | ||
| 79. The QuickBooks Desktop Export window now opens in non-modal mode meaning it can remain open allowing you to use the normal QuoteWerks functionality while it is open including opening documents, etc. If a document you are exporting is open, it will prompt you to save it, or if it does not need to be saved, it will just close it automatically and re-open it automatically after the export process. [Build: 3.10] | ||
| 80. For QuickBooks Desktop users, if the option to "[ ] Convert grouped items to single item" is not set on the Mappings.Items tab of the QuickBooks Setup window, the description of the Group Header line will be inserted as a comment line above the group member lines when exported to QuickBooks. [Build: 3.10] | ||
| 81. For QuickBooks Desktop users, when exporting to QuickBooks, if the option to "[x] Convert grouped items to single item" was set on the Mappings.Items tab of the QuickBooks Setup window, the descriptions of all the group member line items will be appended to the description of the single Group Header line that is exported to QuickBooks. [Build: 3.10] | ||
| 82. The Configurator will now prompt for a quantity after all the configuration selections have been made. There is also a user level setting "Prompt for Configurator Quantity" that can be changed on the Misc tab of the under the Tools->My Preferences menu. [Build: 3.10] | ||
| 83. When a document template is opened the text " - TEMPLATE" will now appear in the Title bar to indicate it is a template. Also the Document Type indicator will display, for example, "QUOTE TEMPLATE". [Build: 3.10] | ||
| 84. When a QUOTE type document is opened and it is past the expiration date of the quote the Document Type indicator will be red instead of grey. [Build: 3.10] | ||
| 85. When using the Document Purge Wizard, if a document has been accepted on QuoteValet, it will now be deleted from the database, but will be left on QuoteValet and will not display message boxes about this. If the document was uploaded to QuoteValet, but not accepted, both the document in the database and the document on QuoteValet will be deleted. [Build: 3.12] | ||
| 86. For Tech Data Online ordering users, added new shipping methods of "FedEx International Economy", and "FedEx International Priority". [Build: 3.15] | ||
| 87. For Tech Data Online ordering users, you can now select "VENDOR DIRECT" as a warehouse. [Build: 3.15] | ||
| 88. For Amazon Business customers in the USA, you can now place orders directly with Amazon Business from the Purchasing Window in QuoteWerks. [Build: 4] | ||
| 89. For ConnectWise Manage users, when searching for a ConnectWise Manage contact on the SoldTo/ShipTo tab in QuoteWerks, you can now search by the Contact's Company's Territory. [Build: 4] | ||
| 90. SugarCRM 9.0 is now supported! [Build: 4.02] | ||
| 91. E-Mail templates can now include TO, CC, and BCC email addresses. These email addresses will be appended to the email addresses in these fields when the template is used. [Build: 6.01] | ||
| 92. E-Mail Templates have the ability to specify and include TO, CC, and BCC email addresses in the e-mail template. Now there is an option to control if these email addresses replace the existing email addresses in the e-mail, or just get appended to the list. [Build: 6.01] | ||
| 93. On the E-Mail Template Manager window, there is now a Save & Close button you can use to quickly change a template, then Save & Close the window in one click. This is also available for saving a Snippet. [Build: 6.01] | ||
| 94. For QuoteValet users, added new Activity Notifications under the Activity Notifications tab in the QuoteValet setup under the QuoteValet tab of the Tools->Options menu. For the QuoteValet events "Customer Intends to Pay", "Payment Failed", "Comment Posted by Customer", "Comment Posted by Sales Rep" and "Expired Quote Viewed".In addition to the sales rep receiving these email notifications, you can specify additional users/email addresses to receive a CC or BCC of the notification. This is especially useful for keeping the accounting department and sales managers in the loop. [Build: 6.01] | ||
| 95. For Zoho CRM users, you can now clear out a user's saved credentials in QuoteWerks. [Build: 6.01] | ||
| 96. Added macros &APP_LoggedInUserCustomText01 and &APP_LoggedInUserCustomText02. [Build: 6.01] | ||
| 97. The list of macros to insert into an E-Mail template is now sorted. [Build: 6.01] | ||
| 98. In the Send E-Mail window you can now choose which user's templates appear in your list of E-Mail templates to choose from. There is a new "<Edit List...>" option in the email template selection drop down that you can use to manage this list. [Build: 6.01] | ||
| 99. ConnectWise 2019.3 is now supported! [Build: 4.02] | ||
| 100. QuoteWerks licenses (Standard/Professional/Corporate/Real-time) have traditionally been sold as an upfront one-time purchase with maintenance paid annually on those licenses. QuoteWerks now offers an optional subscription based model were you can pay monthly or annually to use QuoteWerks (also known as Software-as-a-Service or SaaS). In QuoteWerks you will enter an "X" License Key that will then be used to contact the QuoteWerks licensing server to obtain the licensing details.
[Build: 7.03] | ||
| 101. For Product Content Subscribers, there is now an "In Stock Recently" checkbox and search results column for the Etilize Search on the Product Lookup Window. When checked, results will be limited to only products in which your distributors had stock in the last 24 hours. This really helps de-clutter your results by not showing items that haven't been in stock with your distributors for a while. This "in stock recently" is based on the last updated PartLocator data for Tech Data (US, UK, CA), Ingram Micro (US, CA, AU), D&H(US, CA), and SYNNEX (US, CA). The results will be based on your accounts with these distributors and region. [Build: 7.03] | ||
| 102. For Product Content Subscribers, there are new columns on the Etilize Search Results Grid for "List Price High" and "List Price Low". Seeing the List Price for all the result records in the initial search helps you narrow down your price point before individually retrieving realtime Pricing & Availability for each result. Distributors often have different list prices for the same item, so we show the Lowest and Highest List Price for reference. You can sort the Grid based on the List Prices. List prices are based on the last updated PartLocator data for Tech Data (US, UK, CA), Ingram Micro (US, CA, AU), D&H(US, CA), and SYNNEX (US, CA). The results will be based on your accounts with these distributors and region.
[Build: 7.03] | ||
| 103. For Product Content Subscribers, it is significantly faster to search Etilize, search the Part Locator and retrieve realtime Pricing & Availability. Also the user experience is smoother with just a single query to do the Etilize and Part Locator search. [Build: 7.03] | ||
| 104. For Product Content Subscribers, when sourcing Etilize Items for Bundles and Configurations, the list price will now be returned even if the item is not available from Tech Data. [Build: 7.03] | ||
| 105. For ACT! users, we've completely re-engineered the ACT! Desktop integration, adding many new capabilities that have been requested by the ACT! community. In this process, we have discontinued support for ACT! 2005, 2006, 2007, 2008, and 2009. QuoteWerks now integrates with ACT! 2010 and higher. [Build: 7.03] | ||
| 106. For ACT! users, you can now integrate with the running instance of ACT!, or you can specify the ACT! database PAD file and credentials to integrate with ACT even when it is not running. [Build: 7.03] | ||
| 107. For ACT! users, when ACT! activities (Calls/Meetings/To-dos) are created, they are linked to the ACT! Opportunity not the contact. [Build: 7.03] | ||
| 108. For ACT! users, when ACT! linked document DTF attachments are created, they are linked to the ACT! Opportunity not the contact. [Build: 7.03] | ||
| 109. For ACT! users, quotes can now be linked to an existing ACT! opportunity, rather than you always having to create a new opportunity in ACT! [Build: 7.03] | ||
| 110. For ACT! users, you can now set defaults for priority, ring alarm, duration, and details that are used when QuoteWerks creates ACT! calls, meetings, and to-dos. [Build: 7.03] | ||
| 111. For ACT! users, when creating/updating an ACT! Opportunity, there is now an Attachments tab on the Opportunity window that you can use to manually attach other files to the ACT! opportunity that QuoteWerk is creating/updating.
[Build: 7.03] | ||
| 112. For ACT! users, bi-directional Data Linking is now supported for the ACT! Opportunity Header. Field information can be copied from QuoteWerks into the ACT! Opportunity and then fields can also be copied from the ACT! Opportunity into QuoteWerks. This happens when QuoteWerks creates or updates an ACT! Opportunity. This can be done on the Opportunity level with the EventAction of "CRMOppHeader_CreateUpdate".
[Build: 7.03] | ||
| 113. For ACT! users, bi-directional Data Linking is now supported for the ACT! Opportunity Items. Field information can be copied from QuoteWerks into the ACT! Opportunity Item and then fields can also be copied from the ACT! Opportunity Item into QuoteWerks. This happens when QuoteWerks creates or updates an ACT! Opportunity. This can be done on the Opportunity Item level with the EventAction of "CRMOppItem_CreateUpdate".
[Build: 7.03] | ||
| 114. For ACT! users, you can now create a new ACT! Contact record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from ACT!. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature. [Build: 7.03] | ||
| 115. For ACT! users, Opportunities that QuoteWerks creates in ACT! can now be renamed at any time inside of ACT!. The ACT! Opportunity will be located using a record id instead of the name. [Build: 7.03] | ||
| 116. For ACT! users, Calls that QuoteWerks creates in ACT! can now be renamed at any time inside of ACT!. The ACT! Call will be located using a record id instead of the name. [Build: 7.03] | ||
| 117. For ACT! users, Meetings that QuoteWerks creates in ACT! can now be renamed at any time inside of ACT!. The ACT! Meeting will be located using a record id instead of the name. [Build: 7.03] | ||
| 118. For ACT! users, To-dos that QuoteWerks creates in ACT! can now be renamed at any time inside of ACT!. The ACT! To-do will be located using a record id instead of the name. [Build: 7.03] | ||
| 119. For ACT! users, the contact search window now allows you to do a "Begins with" or "Contains" search for ACT! Contacts. [Build: 7.03] | ||
| 120. For ACT! users, when selecting a secondary contact, if no company, phone, fax, or country was specified for the secondary contact, these fields will be filled in with data from the main contact record. [Build: 7.03] | ||
| 121. For Act! users, when choosing a secondary contact to pull into the quote, the DataLink is now supported. [Build: 7.03] | ||
| 122. For ACT! users, we've added incremental auto migration of old data. Linking ACT! activities (Calls/Meetings/To-dos) to the ACT! opportunity instead of the ACT! contact and also linking the DTF file attachment to the ACT! Opportunity instead of the ACT! Contact is a major change. For all the existing quotes that have their Calls, Meetings, To-dos, and Attachments linked to the ACT! Contact, when you open the quote in QuoteWerks and choose to create/update these, QuoteWerks will find the existing records (by name), including the Opportunity and move them to all be under the same opportunity. In this process, their record ids will be saved into the quote so that they will no longer be linked using their name. [Build: 7.03] | ||
| 123. For Supplies Network customers, added support for the new required API Key for realtime Pricing & Availability requests. [Build: 7.03] | ||
| 124. Added SoldToMobile, ShipToMobile, and BillToMobile fields to the list of QuoteWerks fields you can retrieve a Data Link value into. [Build: 7.03] | ||
| 125. For ConnectWise Manage Users, in the Settings Manager, you can set SystemSettings\ConnectWise\DontSetShipToContactInOpportunity=-1 AND SystemSettings\ConnectWise\DontSetBillToContactInOpportunity=-1. When set, QuoteWerks will not copy the ShipTo/BillTo from the Quote into the ConnectWise Opportunity. Instead, the ConnectWise Opportunity will use the ShipTo/BillTo default addresses specified in ConnectWise. [Build: 7.03] | ||
| 126. For ConnectWise Manage Users, in the Settings Manager, you can set SystemSettings\ConnectWise\DontFormatPhoneNumber=-1 to not format the phone number when retrieved from ConnectWise Manage. In most cases, the ConnectWise Manage API returns the Phone number as unformatted (ie no spaces or dashes). This is helpful for Australian Customers.
[Build: 7.03] | ||
| 127. ConnectWise 2019.4 is now supported! [Build: 7.06] | ||
| 128. For Act! users, when creating/updating the Act! Activity, the regarding field can now be changed on the activity window. [Build: 7.06] | ||
| 129. SugarCRM 9.1 is now supported! [Build: 7.10] | ||
| 130. Sage 50 Accounting 2020 US Edition (Peachtree) is now supported! [Build: 7.10] | ||
| 131. For QuoteValet users, QuickBooks Payments is discontinuing support for the legacy payments API on November 12, 2019. We've added support for the new "QBMS Payments API", which also supports ACH (e-check) in addition to credit cards. [Build: 7.11] | ||
| 132. For SugarCRM users, in the Settings Manager, you can set SystemSettings\SugarCRM\DisableMD5Encryption=-1 in scenerios where this is needed. [Build: 7.11] | ||
| 133. For QuickBooks Online users, QuoteWerks Macro fields can now be used for the Customer Message and Memo fields when creating Estimates, Invoices, and Sales Receipts. This is configured on the Transaction tab of the QuickBooks Online Settings window. [Build: 7.11] | ||
| 134. For QuickBooks Online users, added PreparedBy and CustomText21 through CustomText28 as available fields to map to QuickBooks Online Custom Fields. This is configured on the Mappings tab of the QuickBooks Online Settings window.
[Build: 7.11] | ||
| 135. For QuickBooks Online users, when exporting items to QuickBooks Online there is now a QuickBooks ItemName auto-generation feature. In the simplest scenario you can setup the link to just use a QuoteWerks part number like the Manufacturer field as the QuickBooks ItemName. As a starting point, the value from a specified field like the QuoteWerks ManufacturerPartNumber field is used. The auto-generation feature will allow for more than this when the InternalPartNumber or any CustomTextxx field is selected as the mapped field. This new auto-generation feature will allow for many scenarios of use, including the ability to maintain your own proprietary part numbers in QuickBooks and pull them from QuickBooks using the product data source link. You can even use the Etilize functionality in combination with your own proprietary parts in QuickBooks. There are 2 auto-generation options. With "Do not auto-generate", when exporting items to QuickBooks, if the mapped field is empty, this will stop and force you to specify your proprietary part number and re-export. If you pulled the part from QuickBooks, it will already have your proprietary part number from QuickBooks. This is useful when you have custom part numbers that are not based on any field or combination of fields. With "Do not auto-generate", when exporting items to QuickBooks, if the mapped field is empty, then you will be forced to manually specify an ItemName before proceeding. This is used when using your own proprietary part numbers. With "Auto-generate using macro:", when exporting items to QuickBooks, instead of just using a simple field value like the ManufacturerPartNumber to become the QuickBooks ItemName, you can choose to have the QuickBooks ItemName auto-generated using a macro like &DI_ItemType:&DI_ManufacturerPartNumber. [Build: 7.11] | ||
| 136. Maximizer CRM v17.1 now supported! [Build: 2.02] | ||
| 137. Maximizer CRM v17.3 now supported! [Build: 6.02] | ||
| 138. Maximizer CRM v17.2 now supported! [Build: 6.02] | ||
| Misc Features - Version 5.4 | ||
| 1. With the addition of the new Edit->Find menu the menu shortcut key combination of CTRL-F now activates the Edit->Find menu instead of the Edit->Select Special menu. [Build: 1.08] | ||
| 2. The Tools->Options "Tenant Account" tab has been replaced with two tabs "QuoteValet" and "QuoteWerks Web". Also the Aspire Tenant Account setup is now on the Utilities->License Manager window. [Build: 1.08] | ||
| 3. Removed DataFeedFile support. [Build: 1.08] | ||
| 4. Added the DocumentItems.DocRecGUID field to store the DocumentHeaders.RecGUID value. [Build: 1.08] | ||
| 5. On startup QuoteWerks now checks the SQL server version to make sure it is supported. [Build: 1.08] | ||
| 6. The Payment option window now shows the local currency symbol instead of '$'. [Build: 1.08] | ||
| 7. For ConnectWise Manage Users, Documents and URLs attached to the ConnectWise Opportunity by QuoteWerks would be Displayed on the Customer Portal. [Build: 1.08] | ||
| 8. For ConnectWise Manage users, when clicking on the [Test] button to test the ConnectWise REST API credentials, the Modules enabled in ConnectWise will be returned if the test is successful. This is available for ConnectWise Manage 2018.5 and higher. [Build: 1.08] | ||
| 9. For ConnectWise Manage users, when creating a ConnectWise Purchase order and if the creation fails, the error message displayed by QuoteWerks will now contain if the Purchasing Module is enabled in ConnectWise. This is available for ConnectWise Manage 2018.5 and higher. [Build: 1.08] | ||
| 10. The number of characters you can type into a numeric grid cell on the Quote WorkBook was increased from 10 to 12 characters. Allowing for a number as larger as 999,999,999.99 to be entered. [Build: 1.08] | ||
| 11. Activated beta testing support for ACT! for Web version 21. [Build: 1.08] | ||
| 12. For QuoteWerks Web users, implemented Apply Cost Modifier, Apply Price Modifier, Apply Quantity, and Zoom Description. [Build: 1.17] | ||
| 13. Improvements in ShareWerks integration to detect no email addresses for users, and documents not being shared with any users, and a check to make sure it is the Corporate Edition of ShareWerks which is required to integrate with QuoteWerks. [Build: 2.02] | ||
| 14. For ConnectWise Manage users, improved debug messages when adding Group Members to a ConnectWise Manage Opportunity and an error is returned from ConnectWise. [Build: 2.02] | ||
| 15. For MS CRM users, the MS CRM setup window was ported to .NET [Build: 2.02] | ||
| 16. For SugarCRM users, better error handling was added to the SugarCRM URL testing. [Build: 2.02] | ||
| 17. ICECat was ported to .net. [Build: 2.02] | ||
| 18. For Salesforce users, the Setup window was converted to .NET [Build: 2.02] | ||
| 19. Activated beta testing support for SugarCRM 8.3 [Build: 2.02] | ||
| 20. Activated Beta testing support for Maximizer CRM 17.1
[Build: 2.02] | ||
| 21. Sunsetting notice was implemented for users of ACT! desktop versions 2005, 2006, 2007, 2008, and 2009. [Build: 2.07] | ||
| 22. Updated redemption to include support for Outlook 2016 and Outlook 2019. [Build: 3.05] | ||
| 23. All HTTP calls are now using System.NET.HTTP.HTTPClient. [Build: 3.05] | ||
| 24. For Autotask users, when QuoteWerks creates Account Notes in Autotask for the QuoteWerks Web URL or QuoteValet SalesRep URL, the Account Note Action Type will now always be "Opportunity Update". Depending on the Autotask setup, the Action Type may have been set as "Call" prior to this update.
[Build: 3.05] | ||
| 25. Removed the outdated Utilities->Activity Scheduler menu and window. [Build: 3.07] | ||
| 26. On Open document window, when clicking on the [Delete] button while holding SHIFT and you have Master Rights, it will allow you to delete the QuoteWerks document, but leave the document on QuoteValet. Useful when restoring the document from a DTF file. [Build: 3.07] | ||
| 27. Change made to the DOcument Purge Wizard relating to the recordset recordcount. [Build: 4.02] | ||
| 28. The Start->Programs->QuoteWerks program group now has a "QuoteWerks Help" link to the QuoteWerks help on the website. [Build: 4.10] | ||
| 29. When installing a fresh new installation of QuoteWerks, QuoteWerks now starts automatically after the installation is complete. [Build: 4.10] | ||
| 30. On the Send Email window, dbl-clicking on the To, From, CC, and BCC text boxes will now just highlight the text instead of displaying the F2 lookup list since the Email address selection button displays a window that lets you choose from 'Manual Recipient List' which is the same as the F2 Lookup list. [Build: 6.01] | ||
| 31. The SMTP and MailMessage controls were updated. [Build: 6.01] | ||
| 32. For Zoho CRM users, the test button on the Zoho Setup Window in QuoteWerks will now check the Accounts module instead of Leads for validating the API. [Build: 7.03] | ||
| 33. For MS CRM users, the Product ID Mapping settings on the MS CRM Setup window were removed since Write In products do not have an item name. [Build: 7.03] | ||
| 34. The "Keep the same numeric sequence and change document type designator" option on the Installation tab of the Tools->Options menu now defaults to checked.
[Build: 7.03] | ||
| 35. For Zoho CRM users, a Data integrity and compatibility check was added requiring the running installation of QuoteWerks to not be more than one year old. "This build of QuoteWerks was released over one year ago. Please update QuoteWerks to ensure compatibility with the current version of ZOHO and the integrity of your ZOHO data." [Build: 7.11] | ||
| Fixes - Version 5.4 | ||
| 1. For SYNNEX users, the FTP download and import is working again. SYNNEX changed their security and location of the category_list.txt file. [Build: 1.08] | ||
| 2. When using the new AlternateCurrencyPriceOverrideDisablePrompt=-1 ,you were no longer able to adjust the Alt Price of the Line item. [Build: 1.08] | ||
| 3. Error "The Field Name 'AttributesCustom' specified in the DocumentItemsReturnFieldArrayIndex() function was not found". This field was removed from the database, but on a fresh installation the field would exist. The fix was applied to fresh installations. Existing installations will need to manually remove the field DocumentItems.AttributesCustom or re-run the v5.3 build 4.00 conversion by resetting your siteboot.ini Version=5.3 and Build=3.00 and re-running the install. Please contact technical support for assistance. [Build: 1.08] | ||
| 4. For Salesforce users, when closing an opportunity as Won, the percentage was not changing to 100% [Build: 1.08] | ||
| 5. For Salesforce users, when closing an opportunity as Lost, the percentage was not changing to 0% [Build: 1.08] | ||
| 6. For Salesforce users, when closing an opportunity, the Cancel button was not disabled [Build: 1.08] | ||
| 7. For Salesforce users, when creating an opportunity, the Currency ISO Code was not being returned to QuoteWerks and could cause duplicate products to be created for a Pricebook. [Build: 1.08] | ||
| 8. For Salesforce users, when attaching a quote to an existing opportunity, a warning message about the opportunity Price Book ID not being found would appear if 'Write Products into Opportunity' was not checked in the Salesforce Setup window.
[Build: 1.08] | ||
| 9. For QuoteValet users, a user with Master Rights is now inherently granted the right to "Approve" documents on QuoteValet. [Build: 1.08] | ||
| 10. For QuoteValet users, on the QuoteValet Payment Page, when a customer selects Canada a drop down of pre-populated provinces is now available. [Build: 1.08] | ||
| 11. For QuoteValet users, an issue existed where a customer could receive an "Expired" message if they viewed and old "Accepted" Quote. This has been resolved. [Build: 1.08] | ||
| 12. For QuoteValet users, an issue existed for Notification Templates where [Begin_NotificationPaymentSubTypeCreditCard] was not being correctly recognized and was causing errors in the outgoing notification emails. This has been resolved. [Build: 1.08] | ||
| 13. For QuoteValet users, when modifying a large QuoteValet HTML template and selecting Ctrl-A, could receive a Run-time error 380. [Build: 1.08] | ||
| 14. For ConnectWise Manage Users, when using the "Copy Fields From" button on the Sold To / Ship To Tab in the QuoteWerks Quote Workbook, the ConnectWise Address ID was not copied. This would cause the ConnectWise Address for the corresponding address on the ConnectWise Opportunity to be blank or cause an invalid Address ID error. [Build: 1.08] | ||
| 15. For QuickBooks Desktop users, when exporting a document to QuickBooks as an Estimate, Invoice, or Sales Order, if there were no eligible line items on export, an error would occur. This would happen if all items on the QuoteWerks document were recurring and did not include first payment. [Build: 1.08] | ||
| 16. For ConnectWise Manage users, when retrieving a contact from ConnectWise Manage, Inactive sites would be returned and selectable. [Build: 1.08] | ||
| 17. For QuickBooks Online users, when placing online orders with supported vendors/distributors, if your ordered price changed when placing the order, the Purchase Order created in QuickBooks Online would use the cost on the QuoteWerks Order rather than the new cost returned from the Vendor. [Build: 1.08] | ||
| 18. For QuickBooks Online users, when creating a Purchase Order in QuickBooks and creating new Items, an error would be returned stating the item was not setup correctly in QuickBooks Online. If you were to re-create the PO in QuickBooks, the item would already exist and the PO would be created correctly. [Build: 1.08] | ||
| 19. When clicking on the Open Document button on the QuoteWerks Toolbar or from the File->Open, if the Open Document Window was already open and minimized, the Open Document Window would stay minimized. The window will now be "Restored" when clicking on the toolbar button or menu. [Build: 1.08] | ||
| 20. On the General tab of the Edit Product window, the "Hide Quantity" checkbox was actually getting loaded with the "Hide Quantity" selection from the Simple Labor tab. [Build: 1.08] | ||
| 21. For QuoteValet users, the Payment by Proxy feature was not accounting for the new payment options surcharge/discount features. [Build: 1.08] | ||
| 22. For QuoteValet users, when resizing columns on the payments list on the QuoteValet tab of the Quote WorkBooks, the column resizing would not be saved. [Build: 1.08] | ||
| 23. The InUseDocuments feature now uses the unique DocRecGUID instead of the DocNo. [Build: 1.08] | ||
| 24. When a user unexpectedly exits QuoteWerks the logged in user's InUseDocuments were not cleared. This will now happen when the "abandoned instances" cleanup occurs. [Build: 1.08] | ||
| 25. For MS CRM users, re-saving a phone call was showing the UTC time instead of the local time. [Build: 1.08] | ||
| 26. For MS CRM users, re-saving a phone call was selecting the incorrect Schedule for user. [Build: 1.08] | ||
| 27. For MS CRM users, the actual revenue and actual closing date fields were not being populated in version 9.0 [Build: 1.08] | ||
| 28. For MS CRM users, opportunity ratings were only showing the 'Warm' rating in version 9.0 [Build: 1.08] | ||
| 29. For Autotask users, existing Next Step and Advanced Field data was being cleared out when saving an existing Opportunity in QuoteWerks. [Build: 1.08] | ||
| 30. For Autotask users, when sending over the shipping item to the Autotask quote, if the Material Code for the Shipping Type is set to taxable, the item that was added to the Autotask Quote was not set to Taxable. [Build: 1.08] | ||
| 31. For Autotask users, if the owner is not selected on the Create Opportunity window, after you click Ok, an error will be shown. [Build: 1.08] | ||
| 32. For MS CRM users, when cancelling the create phone call, would receive error. [Build: 1.08] | ||
| 33. Would receive "Error, field name 'IntroductionNotes' not found in ReturnQuoteWerksTextFieldLength", when zooming (double clicking) in on the IntructionNotes,ClosingNotes,PurchasingNotes, InternalNotes, or DynamicNotes fields. [Build: 1.08] | ||
| 34. For QuickBooks Desktop users, if the payment amount was greater than the balance remaining on an invoice, it would not apply any amount of the payment to the invoice, it would just credit the customer. Now it applies the amount it can to the invoice and credits the customer any amount of the payment that wea not applied to the invoice. [Build: 1.08] | ||
| 35. For QuickBooks Desktop users, would receive error "Creation of ReceivePayment item in QuickBooks failed...QuickBooks error message: Transaction not in balance." when a payment was received that was less than the total amount of the invoice. [Build: 1.08] | ||
| 36. when changing a seednumber would required a restart before could Rebuild CM Transport files. [Build: 1.08] | ||
| 37. When entering a Payment by Proxy on the QuoteValet tab, you could not enter a proxy payment that was greater than the remaining balance. This is now allowed because of the new payment options to charge an upcharge based on payment method. [Build: 1.08] | ||
| 38. For ShareWerks users, when clicking [Discuss in ShareWerks] and the topic is first created, it was not inviting any users. [Build: 1.09] | ||
| 39. When rehosting to SQL and then restarting QuoteWerks, the user that did the rehost appeared to still be logged into the licensing system. [Build: 1.11] | ||
| 40. The group price override feature was applying the difference across recurring items that were in the group. An assumption is made that recurring monthly amounts will already be rounded to a pretty looking number, so we don't want to apply a change across that changing it from a clean number like $10.00 to $10.63. [Build: 1.11] | ||
| 41. When sorting a column, group members from different groups should not be allowed to be selected for sort. [Build: 1.11] | ||
| 42. The RecurringAmountWithTax column on the Document Items tab of the Quote Workbook was not display amounts for Weekly, Quarterly, or Annual. [Build: 1.11] | ||
| 43. When merging Word layouts, would receive error "The Field Name 'DocRecGUID' specified in the DocumentItemsReturnFieldArrayIndex() function was not found. [Build: 1.11] | ||
| 44. For Autotask users, when closing an opportunity, the Cancel button was not disabled. [Build: 1.17] | ||
| 45. For Autotask users, when creating a quote where the date is in the format of day/month/year and then converting quote to Lost Sale, Autotask will return an error "Projected Close Date must not be before Create Date." [Build: 1.17] | ||
| 46. For Autotask users, if there is an error when doing the merge from the Merge Remote Documents window, the process would end instead of continuing to the next file. [Build: 1.17] | ||
| 47. For Autotask users, if there is an error when doing the merge from the Merge Remote Documents window, the user would get an error about unable to write to the log file on a second attempt. [Build: 1.17] | ||
| 48. For SugarCRM users, the Revenue Line Item Assigned To field was not being populated when an opportunity was being created from QuoteWerks. [Build: 1.17] | ||
| 49. For MS CRM users, the primary account email address was not being pulled in from the QuoteWerks Lookup window. [Build: 1.17] | ||
| 50. When a formula line used the TOTALING method, it was including itself the summing. [Build: 1.17] | ||
| 51. For Tech Data online ordering users, 'Error, a warehouse code was not found for Tech Data warehouse...' [Build: 1.17] | ||
| 52. For Sage 50 Accounting US Edition (Peachtree) users, if a company or vendor had a "&" in their name, QuoteWerks would incorrectly return that it did not exist. [Build: 1.17] | ||
| 53. For MS CRM users, some MS CRM Opportunity fields were not being shown in the DataLink Mapping window. [Build: 1.17] | ||
| 54. For ScanSource realtime pricing users, Scan Source changed their realtime url effective Dec 18, 2018. [Build: 1.17] | ||
| 55. When rehosting to SQL the option "Copy data from the current Access databases to the new SQL database" should always be checked and disabled. [Build: 1.17] | ||
| 56. When importing QuoteWerks xml documents, if there was no DocumentHeaders.RecGUID, it was not getting generated automatically. [Build: 1.17] | ||
| 57. When setting the Misc Access right CannotModifyFieldValue:DH_DynamicNotes, would receive error "The field name 'DynamicNotes' was not found in QuoteSheetUI_ControlsSetNotesTabFieldEditingStatus!" [Build: 1.18] | ||
| 58. For Sage 50 Accounting US Edition (Peachtree) users, the Product Lookup for Peachtree items would be empty in certain circumstances. [Build: 1.18] | ||
| 59. Error "The column name 'DocRecGUID' is specified more than once in the SET clause or column list of an INSERT." when opening a DTF file. [Build: 1.21] | ||
| 60. For ShareWerks users, when duplicating a document, the ShareWerks Topic ID was not getting cleared from the duplicate documents. [Build: 1.21] | ||
| 61. Some installations were missing their DocumentItems.DocID index. We now check for this and create if missing. Would result in very long upgrade times and poor performance. [Build: 1.21] | ||
| 62. DataLink mappings into QuoteWerks were not working for IntroductionNotes,ClosingNotes,InternalNotes, or PurchasingNotes. [Build: 1.21] | ||
| 63. When performing an Etilize search, in certain circumstances the PartLocator could return an erroneous Error 0. [Build: 1.22] | ||
| 64. For ConnectWise Manage users, only the first 1000 ConnectWise Manage Members / Users would populate in a list. [Build: 2.02] | ||
| 65. For ConnectWise Manage users, when creating a ConnectWise Manage Opportunity, the default Opportunity Name was truncated to 50 characters. This has been increased to 100 characters. [Build: 2.02] | ||
| 66. On the Payment options display on the Sale Info tab, changes to the recurring amounts on the quote did not update the "[plus $ monthly] amounts" on the "Credit Card" or "Terms" purchase options [Build: 2.02] | ||
| 67. For Product Content Subscribers, when clicking on the "Show Pricing & Availability Panel" on the Etilize Product Comparison window, a "Wrong number of arguments of invalid property assignment" error would be displayed. [Build: 2.02] | ||
| 68. For Salesforce users, re-saving a closed opportunity was not using the existing closed date setting. [Build: 2.02] | ||
| 69. For Salesforce users, additional changes were needed to fix the 'Fault Code (74). Please include an amount on the opportunity.' issue when saving an opportunity for the first time. [Build: 2.02] | ||
| 70. For MS CRM users, in versions 4 and 5 of MS CRM, if users had the "Update Opportunity Name with Document Name" checked in the Setup window and did not create an opportunity, QuoteWerks could error when the user attempted to convert to order or save a revision. [Build: 2.02] | ||
| 71. For MS CRM users, the "Update Opportunity Name with Document Name" setting was being treated as always being unchecked. [Build: 2.02] | ||
| 72. For MS CRM users, the "Create MS CRM Quote with each Opportunity" setting was being treated as always being unchecked. [Build: 2.02] | ||
| 73. For MS CRM users, users would get an error message when saving an opportunity if one of the Opportunity Rating Code names was blank. [Build: 2.02] | ||
| 74. For MS CRM users, some accounts in the Lookup MS CRM contact window were returning email addresses with "</emailaddress>" added to the end. [Build: 2.02] | ||
| 75. For MS CRM users, re-saving an Opportunity could result in a parsing EntityName error. [Build: 2.02] | ||
| 76. For SugarCRM users, the server URL was being changed to lower-case. This could be an issue with Unix / Linux web servers. [Build: 2.02] | ||
| 77. For SugarCRM users, if a quote had multiple line items, all line items were being added as Revenue Line Items and causing an error. [Build: 2.02] | ||
| 78. For SugarCRM users, when attempting to save a closed opportunity that was saved as won, the user would receive an error message stating the opportunity was already closed as Lost. [Build: 2.02] | ||
| 79. For Maximizer users, if users had the "Update Maximizer Opportunity Name with Document Name" checked in the Setup window and did not create an opportunity, QuoteWerks could error when the user attempted to convert to order or save a revision. [Build: 2.02] | ||
| 80. For SYNNEX online ordering users, Error, warehouse code not found for SYNNEX warehouse name 'Southaven, MS'! [Build: 2.02] | ||
| 81. For Autotask users, the Forecast Completion Mode was not saving correctly. [Build: 2.04] | ||
| 82. When logging into QuoteWerks Web and then logging in as the same user in QuoteWerks Desktop the licenses in use count would be 1 too high. [Build: 2.04] | ||
| 83. Would receive "Error in GetDynTextFld, field = 'Context'" related to InUseDocuments. [Build: 2.07] | ||
| 84. For Maximizer CRM users, the Lookup Column Settings were not being saved. [Build: 3.05] | ||
| 85. For ShareWerks Users, when clicking the Test button on the User Preferences window, a double error message could appear with the second message being blank. [Build: 3.05] | ||
| 86. When selecting spec sheet, product picture, sales rep picture, and sales rep signature picture files located under the QuoteWerks installation folder, the installation folder of the path would not be stored to make it possible to synchronize the files out to remote installations that had different installation folder paths. In certain cases, if QuoteWerks was run from a UNC path, but then the user chose the file under the QuoteWerks folder, but used a drive mapping when selecting the file instead of the UNC pathing, the installation folder would be stored resulting in synching problems. Now QuoteWerks checks to see if the selected UNC and drive letter paths are pointing to the same folder. [Build: 3.05] | ||
| 87. For Sage 50 (Peachtree) users when there is a super large number of Customers in Peachtree (like 13,000) would receive "out of string space" and/or "out of memory" errors. [Build: 3.05] | ||
| 88. Updated the SYNNEX Sys_SYNNEX.dbt file to increase the ManufacturerPartNumber length from 30 to 40. To apply this change, you will need to remove the SYNNEX product data source and then re-add it. [Build: 3.05] | ||
| 89. For Product Content Subscribers, when clicking on the Etilize Button on the Purchasing Window, you would receive an Error "object not an array". [Build: 3.05] | ||
| 90. For ConnectWise Manage Users, when creating a new timeless Activity from QuoteWerks, the ConnectWise Manage API would apply a random time range and reminder. To get around this issue, we now make a second call to clear this. [Build: 3.05] | ||
| 91. To use the [Discuss in ShareWerks] feature, you can only invite users that have access to view the document and that have an email address specified in QuoteWerks. If a user was part of a group and that group was given document rights to view the document, but not their specific user name, then they would not appear in the list of users that could be invited. [Build: 3.05] | ||
| 92. For users with Outlook set as the Contact Manager, if the Advanced Outlook Features were disabled, an error would be displayed saying that you must first associate the quote with a contact to attach a file. [Build: 3.05] | ||
| 93. For Great America realtime leasing and Ingram Micro Lease-It! leasing users, would receive error object not instantiated error when clicking on the [Get Lease Payments] button on the Lease Payment Calculator window. [Build: 3.07] | ||
| 94. For QuoteWerks Web users when changing the connection settings on the QuoteWerks Web Setup window would receive error about Method not allowed. [Build: 3.07] | ||
| 95. For MS CRM users, an empty description field in a QuoteWerks line item would cause a runtime error when attempting to create the MS CRM Quote Items. [Build: 3.08] | ||
| 96. For MS CRM users, when a Document name contained an ampersand character, when re-saving a quote it would change the "&" to "&". [Build: 3.08] | ||
| 97. When in demo mode, on the License Manager window and entering multiple License Keys, only the last License Key would be retained. The Redemption Code feature was affected the same way. Also when in demo mode if a Primary License Key was entered and not registered at the same time, the next time QuoteWerks was run, that License Key would not be applied to the licensing system. [Build: 3.12] | ||
| 98. For Etilize users, Etilize changed how they respond when an image is not available for a product resulting in "Error in DownloadEtilizeImage() HTTP Post Error 404" [Build: 3.15] | ||
| 99. When the Document Side-by-Side feature was used, if you clicked on the quote form to change the selected document, the CTRL-clicked on the previously selected document in the Documents Bar would receive an error that you could not compare the same quote to itself. [Build: 3.15] | ||
| 100. For QuickBooks users, when exporting, if received message " One of the documents you have selected to order is from a document 'XXXXX' that is currently open. You need to save and close this document before you can proceed.", if you clicked OK, save and close document, go back to QuickBooks Export window that is still open, export button was still disabled. [Build: 3.15] | ||
| 101. For Zoho users, UK Zoho users were receiving a token refresh error in QuoteWerks. [Build: 3.15] | ||
| 102. when the Document Side-by-Side feature was used and the vertical scrollbar of the main window was visible it would cutoff the vertical scrollbar of the right-most document. [Build: 3.15] | ||
| 103. When pressing CTRL-TAB to cycle through the open documents on the Documents Bar, in certain conditions would cycle out of order. [Build: 3.15] | ||
| 104. For ConnectWise Manage users, when searching for a ConnectWise Manage contact on the SoldTo/ShipTo tab in QuoteWerks, if the Contact in ConnectWise Manage had an inherited Phone Number or Fax Number, the ConnectWise Manage REST API does not always return the inherited value and the Phone Number would be blank in the results. In these cases, QuoteWerks will now populate the Phone Number and Fax Number from the Contact's Company if these values are empty. [Build: 4] | ||
| 105. For ConnectWise Manage users, when updating a ConnectWise Manage Activity, the date of the updated activity would sometimes go back one day. [Build: 4] | ||
| 106. When a DTF file was opened, the Windows clipboard was filled with DTF file debugging information, replacing the current contents of the Windows Clipboard. [Build: 4] | ||
| 107. For Maximizer Desktop users, clicking on the [DataLink Setup] button under Contacts->Setup Contact Manager with Maximizer selected does not open up the DataLink window. [Build: 4] | ||
| 108. Amazon Business Online ordering users, order was reported as accepted, but Amazon Business did not receive it. [Build: 4.02] | ||
| 109. For Zoho CRM users, when searching for a Zoho Account, if the search result would return multiple accounts, an error would occur. [Build: 4.02] | ||
| 110. Realtime Distributor, Digitek, was combined with 2 other distributors to form Arlington. Real-time Pricing and Availability is now available for IT distributor Arlington. The Real-time Setup in QuoteWerks for Digitek was renamed Arlington. Existing Digitek credentials entered into QuoteWerks will continue to work. The Realtime Pricing and Availability call URL was updated to point to the new Arlington URL. For Product Content Subscribers, Arlington pricing & availability is now available on the Etilize Panel. [Build: 4.02] | ||
| 111. When attempting to Export Multiple DTF files using a filter would receive an error. [Build: 4.02] | ||
| 112. For Zoho CRM users, if a contact is pulled in from Zoho CRM, then you cleared the contact fields, then manually type a value in the fields, the contact record ID is still retained on the quote, and if you save the quote in QuoteWerks, it will write the deal out to the originally pulled in contact. [Build: 4.04] | ||
| 113. For Autotask users, the Autotask Opportunity link on the Links tab was not working. [Build: 4.04] | ||
| 114. For ShareWerks users, When clicking on the [Admin Setup] button under the ShareWerks tab of Tools->Options, would incorrectly receive error about "No Users available to invite!" [Build: 4.05] | ||
| 115. For Zoho CRM users, error when several results were being returned for a contact lookup search. [Build: 4.06] | ||
| 116. For Zoho CRM users, contact lookup searches were not displaying contacts that were not associated with accounts. [Build: 4.06] | ||
| 117. For Zoho CRM users, in the Data Link, Zoho user-defined custom fields that had multiple lines of data were writing into QuoteWerks as empty. [Build: 4.06] | ||
| 118. For Zoho CRM users, accounts with an ampersand in the name were not being returned in the contact lookup search window. [Build: 4.06] | ||
| 119. For Zoho CRM users, the name search from the contact lookup window was not returning accounts without a contact. [Build: 4.08] | ||
| 120. For Zoho CRM users, contact lookup searches were returning duplicate records. [Build: 4.08] | ||
| 121. Tlist8 evaluation message was appearing. [Build: 4.09] | ||
| 122. Error sending email using SMTP. Control licensing issue. [Build: 4.11] | ||
| 123. Run-time error '9' when entering a License Key under certain conditions [Build: 4.11] | ||
| 124. On the Send Email window, the drop-down list of templates now groups all the Public email templates together and they are listed below the logged in users email templates in the list. [Build: 6.01] | ||
| 125. For GoldMine users, when sending an Email and choosing the Plain Text option, and choosing to log the sent email in GoldMine history, the plain text message was not being saved with the history record. [Build: 6.01] | ||
| 126. When sending an email and choosing the Plain Text option, and also performing a spell check, the email body would be changed to HTML code. [Build: 6.01] | ||
| 127. For MS CRM users, some custom opportunity fields were causing QuoteWerks to display an XML error message when loading the Opportunity window. [Build: 6.01] | ||
| 128. For MS CRM users, some fields with apostrophes would cause QuoteWerks to crash [Build: 6.01] | ||
| 129. For MS CRM users, when when loading opportunity window, if a field contained an apostrophe character, the opportunity window would freeze. [Build: 6.01] | ||
| 130. For Zoho CRM users, would receive an error message if they tried to rename a document that did not have an opportunity attached. [Build: 6.01] | ||
| 131. For Zoho CRM users, would receive an error message if they tried to save a quote that was saved earlier with a blank amount filled out for the quote line item. [Build: 6.01] | ||
| 132. If the access right of CannotManuallyModifyFieldValue:DH_SoldToPriceProfile was set, and you tried to use the DataLink to populate this field, it would not populate. [Build: 6.01] | ||
| 133. If a user had the right of "CannotModifyTemplates" and a template was open, the auto-save would save changes. [Build: 6.01] | ||
| 134. In a fresh demo installation, when opening the sample quote would receive error about DocRecGUID. [Build: 6.01] | ||
| 135. If the Access right "CannotManuallyModifyFieldValue:DI_ManufacturerPartNumber" was set, and you tried to change any other column value on the Document Items grid would incorrectly receive the error saying you did not have the rights to change the column value. [Build: 6.01] | ||
| 136. In F2Lookup the list was sorting case sensitive. [Build: 6.01] | ||
| 137. When sending an email via SMTP that had a line that started with a period, the attachment would be corrupted. [Build: 6.01] | ||
| 138. When submitting an electronic order with Amazon Business that had multiple line items on the Purchase Order, the order would appear to be submitted successfully, but the order would not actually be placed with Amazon Business. [Build: 6.01] | ||
| 139. The Most Recently Used (MRU) list of templates was not getting updated. [Build: 6.01] | ||
| 140. On the Customize E-Mail Templates window, switching between different templates would repeatedly load the list of macros to insert into an E-Mail template, causing duplicate entries to appear. [Build: 6.01] | ||
| 141. If "Use 8-bit encoding" setting on E-Mail.Misc tab of Tools->My Preferences was unchecked, and a Plain Text format was selected, the email would be sent with no email body. [Build: 6.01] | ||
| 142. When the Misc Access right of CannotViewOthersEmailTemplates was set, would receive error "Incorrect syntax near the keyword 'ORDER'" when the Send E-Mail window was loaded. [Build: 6.02] | ||
| 143. For MS CRM users, closing an opportunity could have CDATA saved in the name. [Build: 6.02] | ||
| 144. For Zoho CRM users, if no business types were defined for Zoho Deals, woudl receive error when a user attempted to create a new Deal. [Build: 6.02] | ||
| 145. For Sage 50 (Peachtree) users, the DataLink was not working. [Build: 6.02] | ||
| 146. For MS CRM users, Opportunities that had a description with a line break was having the formatting stripped when re-saving the Opportunity through QuoteWerks. [Build: 7.03] | ||
| 147. For Autotask users, when saving quote line items with line breaks from QuoteWerks, the line breaks were removed when added into Autotask. [Build: 7.03] | ||
| 148. For Autotask users, Shipping items added from QuoteWerks were not being set to NonTaxable if the mapped Material code from Autotask was set to NonTaxable. [Build: 7.03] | ||
| 149. For Autotask users, loading an Autotask products from the QuoteWerks Product Lookup window could cause an error if the product URLs were longer than 255 characters. [Build: 7.03] | ||
| 150. For ACT! users, the ForecastProbability setting was not being set as the default probability for new opportunities [Build: 7.03] | ||
| 151. For Salesforce users requiring the TLS 1.2 protocol for integrating with Salesforce.com, the security protocol was not being set. Starting in October 2019, all inbound or outbound connections from Salesforce communities, sites, and portals must use TLS 1.2. [Build: 7.03] | ||
| 152. When doing an Item search from the Open Document window, if you had manually added a DocumentHeaders.CustomTextXX field, and had clicked on that column to sort it, then would receive an error about an 'ambiguous column' when next performing an item based search. [Build: 7.03] | ||
| 153. When a user did not have master rights, when clicking on the unique values drop down list in the Open Document Item search or the Tools->Find Quoted Item search would receive error about invalid column name. [Build: 7.03] | ||
| 154. For SYNNEX online ordering users, when checking on the status of an order if the SYNNEX POS service was not activated by SYNNEX, QuoteWerks would not display that error message from SYNNEX. [Build: 7.03] | ||
| 155. For Product Content Subscribers, when using the Etilize Panel on a non-Etilize Vendor in the Product Lookup, the Panel would not load the Etilize item until you clicked on another product. [Build: 7.03] | ||
| 156. An errors would occur if the Quote WorkBook window was too small to display the Document Items Grid and the Etilize Panel. Now, a message will be displayed and the Etilize Panel will not be shown. [Build: 7.03] | ||
| 157. For Product Content Subscribers, when selecting an Etilize item to add to the quote and there is not a Vendor Selected, the ?You must specify SectionName, AND KeyName values!? error would be displayed. [Build: 7.03] | ||
| 158. For Product Content Subscribers, when using Etilize on the Product Lookup Window, if the Etilize search was in progress and the user clicked on another item or area of the Product Lookup window, errors would be displayed. [Build: 7.03] | ||
| 159. For Arlington customers, resolved an issue when retrieving Pricing and Availability. [Build: 7.03] | ||
| 160. For QuickBooks Online Users, when creating Purchase Orders in QuickBooks Online, the Products were incorrectly set as a Billable Expense. They now have a Billable Status of Not Billable. [Build: 7.03] | ||
| 161. For QuickBooks Online Users, the Total Tax amount for an Estimate, Invoice, or Sales receipt would be set to $0.00 after switching to what QuickBooks calls "new sales tax" in QuickBooks Online. [Build: 7.03] | ||
| 162. For QuickBooks Online Users, if an existing QuickBooks Item Name contained a Single Quote (?), QuoteWerks would not find the Item and would try to create a new one. An error would be returned and the document would not be exported to QuickBooks Online. [Build: 7.03] | ||
| 163. For Maximizer CRM users, retrieving the User Access URL from the User Preferences Contact Manager screen in QuoteWerks was not showing the correct URL for United Kingdom Maximizer CRM users. [Build: 7.03] | ||
| 164. For MS CRM users, custom currency and date fields for Opportunities were not working with the DataLink. [Build: 7.03] | ||
| 165. For Zoho CRM users, error when attempting to retrieve a Zoho CRM account that has a parent account associated with it. [Build: 7.03] | ||
| 166. For Zoho CRM users, the "View Deal in Zoho" button on the "Update Existing Deal" window was not generating the correct Zoho CRM Deal opportunity url. [Build: 7.03] | ||
| 167. For Salesforce users, displaying the opportunity window could take up to 30 seconds to load [Build: 7.03] | ||
| 168. For ConnectWise Manager users, if a DataLink was set up for ConnectWise to operate with the CRMOppItem_CreateUpdate event, if writing a field value from QuoteWerks to one of the Line Item fields in ConnectWise, and if on the quote document in QuoteWerks a shipping value is set, if the document is attempted to save to ConnectWise, a runtime 9 error is encountered. [Build: 7.03] | ||
| 169. For ConnectWise Manage users, if after immediately launching QuoteWerks, a document was opened that was associated with a ConnectWise Opportunity and the "File->Convert to Lost" menu was selected, an error 91 would occur. [Build: 7.03] | ||
| 170. For Autotask users, the ItemType on the Shipping window in QuoteWerks was not being used for mapping over the shipping service into Autotask. [Build: 7.03] | ||
| 171. When sending an email with Portuguese characters (or similar), the characters would not be properly displayed in the received email and the attachments could become corrupted. Issue was introduced in v5.4 build 6.01. [Build: 7.03] | ||
| 172. For Peachtree users, when exporting to Peachtree sometimes a customer would not be found when it existed. [Build: 7.06] | ||
| 173. For Act! users, updating old Act! Opportunities could cause an record id was blank error message to appear. [Build: 7.06] | ||
| 174. For Act! users, the estimated close date was not being updated on re-saved Opportunities. [Build: 7.10] | ||
| 175. For Act! users, the date field shortcut keys were added back to the Opportunity window. [Build: 7.10] | ||
| 176. For MS CRM users, re-saving an opportunity in QuoteWerks would create a probability change post on the posts tab of the Opportunity in MS CRM. [Build: 7.10] | ||
| 177. For MS CRM users, when attempting to un-link and re-link to a different Opportunity in MS CRM, the Opportunity on the Links Tab in QuoteWerks was not being updated. [Build: 7.10] | ||
| 178. For MS CRM users, searching for a MS CRM contact on the QuoteWerks Lookup window with a space in the name would not return the search result if you include the space in the search. [Build: 7.10] | ||
| 179. For Scansource customers using the Product Content Subscription, Scansource products were not being returned from the PartLocator when performing an Etilize search from the Product Lookup. This issue started in v5.4 Build 7. [Build: 7.10] | ||
| 180. For Sage 50 Accounting US Edition (Peachtree) users, version 2020 now fixes a long time issue in the Peachtree API. When you update to Peachtree 2020, and this build of QuoteWerks, the export to Peachtree will be faster. [Build: 7.10] | ||
| 181. For MS CRM users, creating or re-saving a follow up call could show an error before the window loads. [Build: 7.10] | ||
| 182. For MS CRM users, the date field shortcut keys were added back to the Opportunity and Follow up Call windows. [Build: 7.10] | ||
| 183. For QuickBooks Online Users, if a Discount or Charge Line was below a Running Subtotal on the QuoteWerks Document, the Discount or Charge line would be incorrectly calculated in QuickBooks Online. [Build: 7.11] | ||
| 184. For Autotask users, if an item type is not set on the shipping form, an error would occur after adding the quote items. [Build: 7.11] | ||
| 185. For MS CRM users, re-saving an Opportunity will not update the probability on the Opportunity if it was changed on the QuoteWerks Opportunity form. [Build: 7.11] | ||
| 186. For Act! users, a runtime error 13 would occur when clicking on the Test button on the Contact Manager tab of the Tools->My Preferences menu. [Build: 8] | ||
| 187. For Act! users, a runtime error 13 would occur when clicking on the Test button on the Contact Manager tab of the Tools->My Preferences menu. [Build: 7.12] | ||
©1993-2024 Aspire Technologies, Inc.
407-248-1481 (9am-5pm ET M-F)
Please Wait...