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QuoteWerks Update Center
Version 5.5 Summary
| 213 New, 178 Fixes, and 30 Miscellaneous features | ||
| New Features - Version 5.5 | ||
| 1. SugarCRM 9.2 is now supported! [Build: 1.07] | ||
| 2. ConnectWise 2019.5 is now supported! [Build: 1.07] | ||
| 3. Goldmine 2019.1 is now supported! [Build: 1.07] | ||
| 4. QuickBooks Desktop 2020 USA and Canada is now supported! [Build: 1.07] | ||
| 5. Multi-Factor Authentication is now supported by QuoteWerks Web. This is setup on the Login tab of the User Properties window. It currently supports a text message method and will send the authentication text message to the QuoteWerks User's Mobile number as specified on the Personal tab of the user's Tools->My Preferences menu. [Build: 1.07] | ||
| 6. For QuoteValet users, QuoteValet now supports the ability for customers to upload multiple files to the QuoteValet Quote. When they upload a file, by default the name will be the file name that was selected, but the customer can rename the "file" once it has been uploaded to QuoteValet. The sales reps will receive email and dashboard notifications when the customer uploads files. The e-mail notification will include a link to download the file and also a link to take the sales rep to the File Upload Area on the QuoteValet quote. Customers will not be able to delete files once they have been uploaded, however a sales rep can delete the files. This is by design, since anyone with this link can view the quote (as it has always been), but just being able to view the document has never given the person the ability to delete information. The Sales Rep can also visit the QuoteValet page and upload files themselves. There will be two tabs in the "Uploads Area", "Customer Uploads" and "SalesRep Uploads". This lets the sales rep upload extra files or literature instead of having all that material included in the singular QuoteValet quote PDF. When the Customer or Sales Rep uploads a file there is an option for them to be prompted to specify a Category, Like "PO", or "Artwork". These categories are customizable. The Customer can also include notes for the Sales Rep with the uploaded file. The "Upload Area" is a "control" that can be included in a quote template, and also in the Acceptance template depending upon your workflow. The names of the tabs and the default tab can be customized. There is a 2GB limit on the amount of storage each tenant can use that is included with the standard QuoteValet pricing. This 2GB includes the tenant's database, site files, PDF files, line item pictures, sales rep headshots, and any files upload by the Sales Rep or Customer, etc. [Build: 1.07] | ||
| 7. For QuoteValet users, added new "Do not send view notifications if viewed from these IP address(s):" option on the Activity Notifications tab of the QuoteValet Setup window. Use this to enter a comma separated list of IP addresses. This is useful to prevent view notifications from being triggered by your own internal email scanning systems that follow all links in an email and erroneously trigger customer view notifications. [Build: 1.07] | ||
| 8. There is now a new Line Item Attribute of "Allow QV Qty Change". When set, this will allow the Customer to change the Quantity of the line item while viewing the quote on QuoteValet. This new attribute is available in the Edit->Edit Line Attributes menu, Edit Required Item, Edit Optional Item, Edit Bundle Item, Edit Configuration Item, and the Edit Product window on the General tab. This field is also available in the layout designer as "&LineAttributeAllowQVQuantityChange". [Build: 1.07] | ||
| 9. Converting documents from QUOTE to ORDER to INVOICE is now handled more robustly. We've added 3 new fields ConvertedFromOn, ConvertedFromBy, and ConvertedFromRef in addition to the existing ConvertedOn, ConvertedBy, ConvertedRef fields. The existing fields are now used to store the ConvertedTo information. With these changes, you will no longer get the confusing message when converting an Order to an Invoice. When looking at the Order, you will be able to see the Quote the Order came from and also the invoice that it became. For example, you will see "Converted From FLAQ2386 by John Lewe on October 23, 2019", and also "Converted to FLAI1693 by Brian Laufer on October 27, 2019". [Build: 1.07] | ||
| 10. On the Misc.General tab of the Tools->My Preferences menu there is now a "New Document Default" option. When the "New" button on the main toolbar is clicked or the "Start with new document" option is checked this setting will control the new document generation. If a template is selected, then the logged in user will start with a template as opposed to starting with an empty document. If "System Default" is selected then a new document will be created with the defaults from the Documents tab including the "Document Type" setting. If "Blank QUOTE" is selected, then a new document will be created with the defaults from the Documents tab (except the "Document Type" setting). If "Blank ORDER" is selected, then a new document will be created with the defaults from the Documents tab (except the "Document Type" setting). If "Blank INVOICE" is selected, then a new document will be created with the defaults from the Documents tab (except the "Document Type" setting). [Build: 1.07] | ||
| 11. On the Misc.General tab of the Tools->My Preferences menu added new option "When using document templates, refresh item prices", when selected [Build: 1.07] | ||
| 12. For the "TOTALING: Add up multiple matching line items in the document" feature in the Deposit, Summary Line, and Formula Line, there is now a second filter available. You can, for example, set one filter to total product and charge 100%, the other filter can be set to total labor and charge 50%! [Build: 1.07] | ||
| 13. Grouped Bundles can now be setup with Custom fields CustomText01-20, CustomMemo01-05, CustomNumber01-05, and CustomDate01-02. [Build: 1.07] | ||
| 14. Grouped Bundles now support the ability to include a picture for the header line of the group! [Build: 1.07] | ||
| 15. You can now specify a Unit Price Override amount for the Bundle in the Bundle definition. This behaves the same way as the "Group Header Unit Price manual override". The Unit Price of a Group Header line is automatically calculated by adding up the non-recurring group member line items. When you override the price, the difference will be applied proportionally across the individual group member prices. [Build: 1.07] | ||
| 16. On the Products->Bundles window you can now search for bundles based on the Name, Description, or Notes or a combination of them. It supports Begins With, Contains, Search Query and more search types. Really useful for searching for a Bundle based on a word or words in the notes of the Bundle definition. Also the Description column was added to the grid display. [Build: 1.07] | ||
| 17. On the Products->Bundles window you can now resize and re-arrange the columns which will be remembered per user. You can also click each column header to sort the grid by that column. [Build: 1.07] | ||
| 18. Grouped Configurations can now be setup with Custom fields CustomText01-20, CustomMemo01-05, CustomNumber01-05, and CustomDate01-02. [Build: 1.07] | ||
| 19. Grouped Configurations now support the ability to include a picture for the header line of the group! [Build: 1.07] | ||
| 20. You can now specify a Unit Price Override amount for a Configuration in the Configuration definition. This behaves the same way as the "Group Header Unit Price manual override". The Unit Price of a Group Header line is automatically calculated by adding up the non-recurring group member line items. When you override the price, the difference will be applied proportionally across the individual group member prices. [Build: 1.07] | ||
| 21. On the Products->Configurations window you can now search for Configurations based on the Name, Description, or Notes or a combination of them. It supports Begins With, Contains, Search Query and more search types. Really useful for searching for a Configuration based on a word or words in the notes of the Configuration definition. Also the Description column was added to the grid display. [Build: 1.07] | ||
| 22. On the Products->Configurations window you can now resize and re-arrange the columns which will be remembered per user. You can also click each column header to sort the grid by that column. [Build: 1.07] | ||
| 23. All the "&PreparedBy" macros are now available for use in QuoteValet HTML templates. [Build: 1.07] | ||
| 24. For SugarCRM users, QuoteWerks now supports the "Ultimate" edition. [Build: 1.07] | ||
| 25. On the Items with Options window and the Items with Requirements window, double-clicking on an item will perform the [Edit] function. Also, holding CTRL while double-clicking will perform the [Edit Items] function. [Build: 1.07] | ||
| 26. When right clicking on a UserSettings entry in the Settings Manager and holding down the SHIFT key while clicking on the Copy Set Command menu, you will be given choices to override the UserName in the SET command with the %AllUsers% macro, which enables you to SET a setting for all users in a single command. [Build: 1.07] | ||
| 27. On the Purchasing window, when adding tracking numbers by clicking on the "Add" hyperlink, the "Add" hyperlink would be removed once the number of tracking numbers you entered match the quantity of the item you ordered. We've changed this to leave the "Add" hyperlink to account for situation where you order a single item like a computer that includes a monitor and the vendor ships you the computer and the monitor is separate boxes, generating 2 tracking numbers for 1 item. [Build: 1.07] | ||
| 28. On the Document Items grid, when pressing ENTER while in a grid cell that is not a memo column, the cursor will be moved to the cell on the row below, similar to Microsoft Excel behavior. If ENTER is pressed while on the last row, a new row will be created. Previously, pressing the ENTER key would just tab to the next cell to the right. [Build: 1.07] | ||
| 29. Added CustomMemo03, CustomMemo04, and CustomMemo05 columns on the Document Items tab of the Quote Workbook. Also added respective "Link CustomMemoXX Column to Product field." checkboxes on the "Field Links" tab of the Tools->Options menu. [Build: 1.07] | ||
| 30. Added CustomMemo03, CustomMemo04, and CustomMemo05 fields to the Edit Product window. To fit them a new "Custom Memo" tab was created and they are located on it. [Build: 1.07] | ||
| 31. The layout designer (fpc files) now supports DocumentHeaders->&SoldToFirstName, DocumentHeaders->&SoldToLastName, DocumentHeaders->&ShipToFirstName, DocumentHeaders->&ShipToLastName, DocumentHeaders->&BillToFirstName, DocumentHeaders->&BillToLastName. [Build: 1.07] | ||
| 32. Added CustomMemo01, CustomMemo02, CustomMemo03, and CustomMemo04 to the Custom tab of the Quote WorkBook. Also added the Misc Access rights of CannotManuallyModifyFieldValue:DH_CustomMemo01, CannotManuallyModifyFieldValue:DH_CustomMemo02, CannotManuallyModifyFieldValue:DH_CustomMemo03, CannotManuallyModifyFieldValue:DH_CustomMemo04. [Build: 1.07] | ||
| 33. On Tools->Options Documents tab, there are now subtabs of General, Custom, and Custom Memo. You can now set defaults for all the CustomText, CustomNumber, CustomDate, and CustomMemo fields. Previously you could only set defaults for CustomText01-14. [Build: 1.07] | ||
| 34. On the Open Document window added 2 more "Search Item" areas bringing the total to 3 "Search Item" filters. [Build: 1.07] | ||
| 35. For Autotask users, when a quote has been uploaded to QuoteValet, the Autotask Opportunity will now have additional links of "QuoteValet Customer Facing Page (For INTERNAL viewing) - Quote AAAQ1001" and "QuoteValet Customer Facing Page (For EXTERNAL viewing) - Quote AAAQ1001" [Build: 1.07] | ||
| 36. For ConnectWise Manage users, when a quote has been uploaded to QuoteValet, the ConnectWise Opportunity will now have additional links of "QuoteValet Customer Facing Page (For INTERNAL viewing) - Quote AAAQ1001" and
"QuoteValet Customer Facing Page (For EXTERNAL viewing) - Quote AAAQ1001" [Build: 1.07] | ||
| 37. For ConnectWise Manage users, added new Opportunity defaults when creating a new Opportunity in ConnectWise Manage for Rating and Sales Stage. These are available to set on the Opportunities -> General Tab of the ConnectWise Setup window. [Build: 1.07] | ||
| 38. The Edit->Change Line now supports changing a line type to a Section Header. [Build: 1.07] | ||
| 39. The line type of "Section Header" can now be specified for Required Items, Bundle Items and Configuration Items. [Build: 1.07] | ||
| 40. You can now search the QuoteWerks Contact Database by First Name. [Build: 1.07] | ||
| 41. There is now a "Select E-Mail Recipient(s) default list" option on the Email.Defaults tab of the Tools->My Preferences menu. You can use this to choose "Document" or "Manual Recipient List". [Build: 1.07] | ||
| 42. Added option to set an email Reply-To setting per user. This is usually used by the system administrator to make sure that even though an email was sent from a sales rep, when the customer replies the system administrator wants the customer reply going to a ticketing system where the customer can see their own response, and also so that everyone else on the team is kept in the loop. There is no user interface for this setting. In the Settings Manager,for example, you can set UserSettings\UserEmail\Reply-To=Ticket System <tickets@domain.com>. From Settings Manager you can also set this for all users at once with this SET command: SET:UserSettings:UserEmail:%AllUsers%:Reply-To=Ticket System <tickets@domain.com>. In this setting you can also use the macros like "&APP_LoggedInUserFullName <tickets@domain.com>" and "&APP_&LoggedInUserFullNameOrUserName <tickets@domain.com>"
[Build: 1.07] | ||
| 43. The E-Mail Templates have the ability to specify and include TO, CC, and BCC email addresses in the e-mail template. Now there is a separate option for TO, CC, and BCC to control if these email addresses replace the existing email addresses in the e-mail, or just get appended to the list. [Build: 1.07] | ||
| 44. QuoteWerks macros are now available for use in the TO, CC, and BCC fields, which can be specified for the email template under the Tools->Customize E-mail Templates menu. A good example to use here would be &DH_&PreparedByEmail. [Build: 1.07] | ||
| 45. Added new macros &DI_&Line1Vendor, and &POVendorName which are available for use in email subject lines and the email body. [Build: 1.07] | ||
| 46. On the Misc tab of Tools->Options, there is now a "Follow Up Call Regarding" in the CRM Defaults frame. You can use macros here to control the text that is automatically generated for the Regarding field of a CRM activity. The default is now "&DH_DocName (#&DH_DocNo)". Currently this feature is only implemented for Act!. [Build: 1.07] | ||
| 47. For Act! users, there is now an option to choose if you want the Act! Activity that QuoteWerks creates to be attached to the Act! Contact or Opportunity record. This setting is on the Activities tab of the Act! Setup window. [Build: 1.07] | ||
| 48. For Act! users, there is now an option to choose if you want the DTF file attachment to be attached to the Act! Contact or Opportunity record. This setting is on the Attachments tab of the Act! Setup window. [Build: 1.07] | ||
| 49. For Act! users, when creating the Act! Opportunity, you can now choose the Record Manager for the Opportunity. [Build: 1.07] | ||
| 50. For Act! users, there is now an option "When creating CRM records, set the Owner to" on the Act! Setup window that let's you choose "QuoteWerks Logged In User (mapped to Act! UserName)" or "QuoteWerks Sales Rep (mapped to Act! UserName)". If you choose the QuoteWerks SalesRep option, then you need to make sure you specify the Act! UserName for each Sales Rep under that Sales Rep's User Preferences window. This feature is really useful when you have one person that prepares quotes for a sales rep, so the preparer is logged into QuoteWerks and Act!, but you want to create opportunities and schedule calls for the Sales Rep, not the Preparer. [Build: 1.07] | ||
| 51. For Act! users, the Opportunity name max length on the Opportunity window in QuoteWerks now matches the customized length (if you have customized the length of this field in Act!). Previously this field length was always hard coded to the default 64 characters.
[Build: 1.07] | ||
| 52. Added "PO Item macros" option on the Mappings.Items tab of the QuickBooks Setup window. The macros &POI_SONumber and &POI_&DistributorSONumber are available. The macro text will be appended to the end of the PO Item description. A good example would be " (SO# &POI_SONumber, DistSO# &POI_&DistributorSONumber)". [Build: 1.07] | ||
| 53. On the Purchase orders tab of the Purchasing window, added new right click menu for the PO Items of "Change Distributor SO Number...". [Build: 1.07] | ||
| 54. Added new &DI_&LineNumberActualPadded field. Useful for the DataLink CRMOppItem_CreateUpdate event. Act! does not respect the order in which line items are written into the Act! Opportunity, so with this feature, you can map this macro to a custom text field in the Act! Opportunity Line item and then when viewing the Act! Opportunity in Act! you can click on the column heading to sort by the line number. [Build: 1.07] | ||
| 55. When creating manual Purchase orders in QuoteWerks, there are now "SO Number" and "Dist SO#" fields. The values you enter in these fields will be applied to ALL the line items in the Purchase order. Also, the SONumber and DistributorSONumber column in the Order's line item is updated with this information from the Purchase order, if those values are empty in the Order's line item. [Build: 1.07] | ||
| 56. For Ingram Micro online ordering users, there is now a new "Flooring Account" default value that can be setup under the Ingram Micro Online Ordering Options window. [Build: 1.07] | ||
| 57. For QuickBooks Desktop users, there is now an [Ok for All] button that can be used when automating the creation of Items in QuickBooks, remembering and applying all the Item Type and Account selections. Very useful when exporting larger quotes over to QuickBooks and also when exporting Purchase Orders over to QuickBooks. Without this feature, if the integration creates 50 items in QuickBooks, you would have to click OK 50 times. [Build: 1.07] | ||
| 58. For Sage 50 Accounting US Edition (Peachtree) users, there is now an [Ok for All] button that can be used when automating the creation of Items in Peachtree, remembering and applying all the Item Type and Account selections. Very useful when exporting larger quotes over to Peachtree and also when exporting Purchase Orders over to Peachtree. Without this feature, if the integration creates 50 items in Peachtree, you would have to click OK 50 times. [Build: 1.07] | ||
| 59. Added new [Ok for All] button on the Tools->Refresh item w/Latest Pricing menu. When the Best Pricing runs it also calls the Latest Pricing where you can also use this new [Ok for All] button. [Build: 1.07] | ||
| 60. When using the Tools->Refresh item w/Best Pricing feature, if the Vendor being compared existed as a Product database and also as a realtime pricing source, QuoteWerks would look in the product database searching by manufacturer part number to find the Vendor Part Number to use when performing the realtime pricing lookup. If that manufacturer part number was not found in the product database (probably because the product database data was older), then QuoteWerks would not attempt to get realtime pricing from the vendor even though realtime pricing was available. If this item had been added to the quote using Etilize and Vendor Sourcing information was cached for that item, that information will now be looked at first and used if a vendor part number for that vendor is found. [Build: 1.07] | ||
| 61. When running Tools->Refresh item w/Latest Pricing or Tools->Refresh item w/Best Pricing an UNDO point is now set so that if you selected to update multiple lines with pricing, clicking the UNDO button will undo the changes made to all line items in that single operation. [Build: 1.07] | ||
| 62. For Salesforce.com users, there is now a "Use Salesforce Files instead of Attachments" option on the Salesforce.com Setup window. When checked, quotes will be saved under the 'Files' section of an Opportunity instead of the 'Notes & Attachments' section. [Build: 1.07] | ||
| 63. For Salesforce.com users, QuoteWerks can now create/update a follow up call that is attached to the Salesforce.com Opportunity and appears under the Open Activities section of the Opportunity.
[Build: 1.07] | ||
| 64. For Autotask users, the Fulfillment Date can now be entered on the Opportunity window. [Build: 1.07] | ||
| 65. For Autotask users, version 1.6 of the Autotask API is now supported. [Build: 1.07] | ||
| 66. For Autotask users, when creating or updating an Autotask quote, the Sold To, Bill To, and Ship To addresses will now be populated and linked to the associated contact(s) in Autotask.
This functionality can be disabled in the Settings Manager, byval setting
SystemSettings\Autotask\DontSetSoldToContactInQuote=-1
SystemSettings\Autotask\DontSetShipToContactInQuote=-1
SystemSettings\Autotask\DontSetBillToContactInQuote=-1 [Build: 1.07] | ||
| 67. For Autotask users, bi-directional Data Linking is now supported for the Autotask Quote Items. Field information can be copied from QuoteWerks into the Autotask Quote Item and then fields can also be copied from the Autotask Quote Item into QuoteWerks. This happens when QuoteWerks creates or updates an Autotask Quote. This can be done on the Opportunity Item level with the EventAction of "CRMOppItem_CreateUpdate". [Build: 1.07] | ||
| 68. For Autotask users, QuoteWerks can now use Autotask impersonation. Without impersonation, when QuoteWerks created Opportunities in Autotask, the Opportunity user would be "QuoteWerks API User", no matter who was logged in. Now, with the impersonation setup, the Autotask user specified for the logged in user in QuoteWerks will be used. [Build: 1.07] | ||
| 69. For Autotask users, a new DataLink macro was added for retrieving the contact. The Contact->&TaxRate macro will retrieve the tax rate based off the contact's account's TaxRegionID. [Build: 1.07] | ||
| 70. For QuickBooks Online users, when exporting a PO to QuickBooks Online, the Vendor Email address as configured in the Utilies->Vendor Maintenance window can now be sent to the QuickBooks Purchase Order. This option is enabled in the QuickBooks Online Setup in QuoteWerks. [Build: 1.07] | ||
| 71. For ConnectWise Manage users that use ConnectWise Manage as a Secondary CRM, when exporting to ConnectWise, there is now a 'Remove Link' button. This is useful if you need to change the ConnectWise Manage Contact that the document it linked to. [Build: 1.07] | ||
| 72. For ConnectWise Manage Users with the ConnectWise Manage Purchasing Module, when QuoteWerks creates a Purchase Order in ConnectWise, if all of the items on the Purchase order come from the same QuoteWerks Document and the ShipToAddress was retrieved from ConnectWise Manage, there will be option to Drop Ship the order to the customer. The "Enable 'Drop Ship' Option on Purchase Orders" must be checked in the ConnectWise Mange Setup in QuoteWerks to enable this feature. [Build: 1.07] | ||
| 73. There is now a QuoteWerks Web AutoLink on the Links tab of the Quote Workbook that when clicked will open the document currently open in QuoteWerks Desktop in QuoteWerks Web. [Build: 1.07] | ||
| 74. For ConnectWise Manage users, when winning the Connectwise Opportunity, QuoteWerks can now convert all items or specified items on the Opportunity to a new or existing Project in ConnectWise Manage. [Build: 1.07] | ||
| 75. For ConnectWise Manage users, when winning the Connectwise Opportunity and creating a service ticket in ConnectWise Manage, there is a new option to include "All Line Items". Previously, there were options for "Products and Services", "All Products", "All Services", and "Each Service." This new option will enable "Agreement" and "Other" items to be sent to the Service Ticket. [Build: 1.07] | ||
| 76. For ConnectWise Manage Users, when searching the ConnectWise Product Catalog from the QuoteWerks Product Lookup Window, a Description search will now search both the Description and the Customer Description fields in ConnectWise. [Build: 1.07] | ||
| 77. For customers rehosted to SQL that want to turn off TLS 1.0 and TLS 1.1 support on their SQL Server, and use only TLS 1.2, you can now run QuoteWerks in this environment. You must be running SQL Server 2014 or higher and in the backend.ini file under the [Backend] section, enter the ini key of SQLProvider=SQLNCLI11 [Build: 1.07] | ||
| 78. On the Misc tab of Tools->My Preferences menu, added new Document Search Default of "DocumentsPreparedByMe". [Build: 1.07] | ||
| 79. On the Document Items Toolbar there is now an "Invert Row Selection" icon. It is very useful when used in conjunction with the Edit Select Special, you can use this to select various line items and apply a price modifier, and then use the new Invert Row Selection to then apply a different price modifier to all the other line items. [Build: 1.07] | ||
| 80. Added a monitor icon to the status bar on the bottom right of the main QuoteWerks window. You can now double-click this icon to move and tile all open QuoteWerks windows to primary monitor. [Build: 1.07] | ||
| 81. On the Save File Window there is now a [Up one folder] button. [Build: 1.07] | ||
| 82. On the Inbox tab of the QuoteValet Dashboard the "Show activity" checkbox will now remember the setting per user.
[Build: 1.07] | ||
| 83. For ConnectWise Manage Users, when using ConnectWise as "Not Primary CRM", there is a new "Display Tools->Export to ConnectWise window on each Save" option. [Build: 1.09] | ||
| 84. Added a [Paste Plain Text] button to the Send Email window. This is useful when copying text from web pages and other HTML or rich text sources and then pasting into your own HTML formatted email that you are composing. Copying text from web pages copies all the text formatting (fonts, sizes, colors, background colors, CSS code, etc) and when normally pasted into your own email will apply a mixture of all these formatting options with your own usually resulting in an undesirable result. This feature will convert the formatted text in the clipboard with plain text, so that when you paste into your email it will just paste in plain text. [Build: 1.09] | ||
| 85. Added a [Convert Clipboard to Plain Text] button to the Send Email window. Copying text from web pages copies all the text formatting (fonts, sizes, colors, background colors, CSS code, etc) and when normally pasted into your own email will apply a mixture of all these formatting options with your own usually resulting in an undesirable result. This feature will convert the formatted text in the clipboard with plain text, so that when you paste into your email it will just paste in plain text.
[Build: 1.09] | ||
| 86. For QuoteValet users, when the customer or sales rep uploads a file to the Upload Area on the QuoteValet document, there is now an option on the Site Files tab of the QuoteValet Setup window, of "Display File Upload Edit window after upload" that when set will prompt the user to select a category or enter notes for the file being uploaded. [Build: 1.10] | ||
| 87. For QuoteValet users, you can now specify the list of File Categories displayed for selection when uploading a file to the Upload Area. You can do this on the Site Files tab of the QuoteValet Setup window. Separate the list of categories with a comma. [Build: 1.10] | ||
| 88. The Tools->Compare Prices between Vendors feature now follows a more advanced process. If it is a real-time only vendor then it looks for the VendorPartNumber is the VendorSourcingList cached from adding the item through Etilize (if available). If a local database for the vendor exists, it is searched to find a VendorPartNumber, and if found, if no realtime is available for this vendor, it used the price from the local database. If a local database for the vendor exists, it is searched to find a VendorPartNumber, and if found, if realtime is available for this vendor, it used the VendorPartNumber from the local database to get real-time pricing. If real-time pricing fails with that local database VendorPartNumber, then the VendorPartNumber from the VendorSourcingList cached from adding the item through Etilize is used (if available) to obtain real-time pricing. [Build: 1.10] | ||
| 89. You can now set new document defaults for the Purchasing Notes and Internal Notes (in addition to the Introduction and Closing Notes) fields under the Misc.Notes tab of the Tools->My Preferences menu. [Build: 1.10] | ||
| 90. ACT! version 22 is now supported! [Build: 1.12] | ||
| 91. On the Open Document window, when multiple documents are selected and the [Delete] button is clicked, you will now just receive one request for confirmation of the multiple deletion, instead of a confirmation for each selected document. [Build: 1.12] | ||
| 92. In the product lookup window, for QuoteWerks native product databases, there is now an auto-generated (ItemTypes) folder that automatically lists all the unique ItemTypes contained in the product database, and when an ItemType folder is clicked on, only the products with that ItemType will be displayed. There is also a new an auto-generated (Categories) folder. [Build: 1.13] | ||
| 93. For QuoteValet users, when a quote that has been uploaded to QuoteValet is accepted, an SMS text message can be sent to the notification user (typically the sales rep) in addition to the acceptance notification email. On the Misc.General tab of the Tools->My Preferences menu you can set the threshold amount of when a text message will be sent using the "On acceptance of Quote over X amount, send SMS (QuoteValet only)" option. The default is $10,000. This is useful for getting instant notification on the acceptance of larger quotes that you might want to react more quickly to. If you set this to 0, then no text notification will be sent. [Build: 1.14] | ||
| 94. On the Accounting tab of the Tools->Options menu there are now 8 fields (previously 4) to filter out ItemTypes from the Purchasing window. [Build: 1.14] | ||
| 95. For QuoteValet users, on the Inbox tab of the QuoteValet Dashboard, add a new menu option "Recall the Quote" under the [More] button drop down menu. [Build: 1.14] | ||
| 96. Maximizer CRM v17.4 now supported! [Build: 1.15] | ||
| 97. For Zoho CRM users, QuoteWerks now supports follow up calls for a Deal. [Build: 2.01] | ||
| 98. For QuickBooks Online users, the Purchasing Description field is now available in the QuickBooks Product Data Source in the Product Lookup when using QuickBooks Online as a Product Data Source. [Build: 2.01] | ||
| 99. For ConnectWise Manage users, while in the ConnectWise Manage Setup, the Data Mapping windows are now resizable. [Build: 2.01] | ||
| 100. SugarCRM 9.3 is now supported! [Build: 2.03] | ||
| 101. For salesforce.com users, when creating/updating a salesforce.com Opportunity the Contact Role can now be set. [Build: 3.04] | ||
| 102. For salesforce.com users, a default contact role can be set for the opportunity contact through the Opportunity Setup window. [Build: 3.04] | ||
| 103. For salesforce.com users, the DataLink now supports salesforce.com Contacts in addition to the Account. [Build: 3.04] | ||
| 104. For salesforce.com users, the salesforce.com Product Data Source now supports custom fields. If a custom field is named "Manufacturer__c" or "VendorPartNumber__c" these custom fields will automatically be mapped when a new Product Data Source is setup. If you already have an existing salesforce.com Product Data Source, you will need to edit it and manually map these fields. When these fields are mapped, you can also search on those fields on the product lookup window. [Build: 3.04] | ||
| 105. The Opportunities Dashboard is now resizable! [Build: 3.04] | ||
| 106. On the Opportunities Dashboard, the last selected User (or group) will now be remembered and also the date range, including a Custom date range from and to. [Build: 3.04] | ||
| 107. On the Opportunities Dashboard, there are now 2 "Header Field" selections that you can use to filter the Opportunities. You can choose which ever 2 document level fields you would like to filter on. They can be text, number, date, or logic fields and you can do advanced searches like Contains, Greater than or equal, etc. It also remembers, per user, the last fields you searched on and defaults them for next time. [Build: 3.04] | ||
| 108. For Zoho CRM users, products in Zoho can now be searched through the Product Lookup window in QuoteWerks. You can add this new Product Data Source from the Products->Setup Product Data Sources menu. [Build: 3.04] | ||
| 109. For Autotask users, you can now enable or disable Impersonation mode under the Settings tab in the Autotask Setup window. [Build: 3.04] | ||
| 110. For Autotask users, more than two of the same services can now be added to a quote. [Build: 3.04] | ||
| 111. On Purchasing tab of Purchasing window, added new "Cust PO#" column. [Build: 3.04] | ||
| 112. Added options "Auto-generate dynamic '(Categories)' folder." and "Auto-generate dynamic '(Item Types)' folder." to the setup of a Native Product database which control if these dynamically generated folders appear in the Product Lookup window for this Product Data Source. [Build: 3.04] | ||
| 113. For QuoteValet users, on the Open Document window, added right click menu "E-mail QuoteValet customer notification...". This is a fast and easy way to do follow ups and sending the customer a reminder e-mail or follow up e-mail. [Build: 3.04] | ||
| 114. On the Open Document window, added new right click menu "Display Contact in Contact Manager." [Build: 3.04] | ||
| 115. For QuickBooks Online users in Australia and UK, added a Purchase Order Tax Calculation option to the 'Vat Tax' Tab in the QuickBooks Online Settings. If this option is set, the setting will be used when exporting Purchase Orders to QuickBooks Online. If the option is not set (left blank), it will be ignored when creating a Purchase Order in QuickBooks Online. [Build: 3.04] | ||
| 116. On the Purchase orders tab of the Purchasing window, when saving the purchase order as a PDF file, it will now remember (per user) the last folder you selected. [Build: 3.04] | ||
| 117. On the "Add Shipping rate item" window, the ShipFrom selection list will include each Vendor that is on the quote. This will pull the address information from the Vendor record under the Utilities->Vendor Maintenance menu. [Build: 3.04] | ||
| 118. On the "Add Shipping rate item" window, added "Our Location" as a ShipTo selection. [Build: 3.04] | ||
| 119. For UPS realtime shipping rate users, added a new "Use Negotiated Rates" option on the "Add Shipping rate item" window. Use this when you have negotiated non-standard special rates with UPS to return these rates. On this window, you can toggle this option to see the standard published rates vs your negotiated rates. [Build: 3.04] | ||
| 120. When creating a manual or electronic purchase order on the Purchasing tab of the Purchasing window, if you have specified for the vendor a minimum amount required for free shipping (Under Utilities->Vendor Maintenance), then in addition to displaying this information on the window, it will also now prompt you to proceed if you have not met the minimum. [Build: 3.04] | ||
| 121. On the Save as Revision window, there is now an [x] Update Expiration Date option. When checked, this will updated the Expiration Date based on the macro that is used to create the Expiration Date when creating a new document. [Build: 3.04] | ||
| 122. On the Management Reports window, the [Edit] button will now open the Report Properties window and select the Filter tab. [Build: 3.04] | ||
| 123. On the Management Reports window, added a new [Edit Output] button that will open the Report Properties window and select the Output tab. [Build: 3.04] | ||
| 124. On the Purchase Orders and Ordered Items tabs of the Purchasing window the extended cost of the item will be displayed in parenthesis if the quantity ordered is greater than 1. [Build: 3.04] | ||
| 125. When deleting a Purchase Order, from the Purchase Orders tab of the Purchasing window, it will now also remove the PONumber, OrderDate, and DistributorSONumber from Document Items that were on this PO. [Build: 3.04] | ||
| 126. On the Purchase Orders tab of the Purchasing window, there is now a right click menu of "Copy PO Number". [Build: 3.04] | ||
| 127. When creating a Purchase Order from the Purchasing tab of the Purchasing window, the Document Item that the PO Item came from is updated with the SONumber from the PO. If the Document Item already has an SONumber in it, you will now be prompted to choose if you want to overwrite it. [Build: 3.04] | ||
| 128. On the Picture tab of the Edit Product window, if you select a picture file, the Print Picture checkbox will now be automatically checked. [Build: 3.04] | ||
| 129. For QuoteWerks Web users, added an [Open in QuoteWerks Web] button on the Open Document window in QuoteWerks Desktop. [Build: 3.04] | ||
| 130. For Configurator users, you can now select an item from the "Selected Items" list and press the R key to remove it in addition to clicking on the [<Remove>] button.
[Build: 3.04] | ||
| 131. For QuickBooks Desktop users, on the Mappings.Items tab there is now an option to choose which field from the QuoteWerks line item that is used for the QuickBooks Item Description. You can choose Description, CustomMemo01, CustomMemo02, CustomMemo03, CustomMemo04, CustomMemo05. [Build: 3.07] | ||
| 132. Configurations can now include static items that do not have to be retrieved from a product database to be included in a configuration. There is a new "[] Retrieve from Product Database" checkbox. When un-checked, this feature is designed to be used to add Comments, Subtotal, Running Subtotal, Heading, or Section Header lines into your configurations. [Build: 3.07] | ||
| 133. On the Configurator, Bundles and Add Item Assistant windows the "Under" drop down now has two new options of "<Create new Section Header...>" and "<Create new Heading...>" that lets you create these lines from these windows. [Build: 3.07] | ||
| 134. For Configurator users, when adding an item to the selected items list, the item will be bolded in the available items list to indicate that you have already added it. Additionally the items in the selected items list that were just added in the current step will also be bolded. [Build: 3.07] | ||
| 135. For Configurator users, if you cancel the configuration process, it will return you back to the Configurations window. [Build: 3.07] | ||
| 136. For Configurator users, double-clicking on an item in the selected items list will remove it. [Build: 3.07] | ||
| 137. For Configurator users, pressing the F9 key will move to the next step and pressing F8 will move back to the previous step. [Build: 3.07] | ||
| 138. For Configurator users, there is now a breadcrumbs display to show you all the steps you have completed, along with your current step. Also, the Step number is more prominently displayed. [Build: 3.07] | ||
| 139. There is now a new View->Opportunities Dashboard menu and Opportunities icon on the main toolbar. [Build: 3.07] | ||
| 140. For QuoteValet users, on the QuoteValet Dashboard Inbox, there is now an icon to indicate if a quote has been recalled. [Build: 3.07] | ||
| 141. Added "Auto-close window" option to the Print window. This will auto-close the window after a print, preview, peer review, approval, or quotevalet operation. This same option is also on the Misc.Printing tab of the Tools->My Preferences menu. Having this option on the Print window will make it easier to turn this option on and off while performing different kinds of activities from the Print window. [Build: 3.07] | ||
| 142. On the Document Items grid, when pressing ENTER while in a grid cell that is not a memo column, the cursor will be moved to the cell on the row below, similar to Microsoft Excel behavior. Now the contents of the cell will be automatically selected making it easier to type in a replacement value. [Build: 3.07] | ||
| 143. The Product Data Source Setup window now displays the database file size for sources that are an actual file. [Build: 3.07] | ||
| 144. For Sugar CRM users, there is now an "Enable SugarIdentity" option on the Contact Manager tab of the Tools->My Preferences menu. This can be controlled per user. [Build: 3.07] | ||
| 145. There is now a new option of "On item double-click, advance to next configuration step" on the Settings tab of the Configuration Setup window. This option lets you control this behavior per each configuration. This is useful when the configuration only needs to have one item selected per configuration step. [Build: 3.07] | ||
| 146. Support for new Aspire Hosted Database subscription. In the initial offering of our Aspire Database Hosting we partnered with Amazon setting up individual Amazon RDS Instances for each customer. We have now migrated this offering into an internal Azure platform. This enables us to procure the database immediately, lower costs, reduce the pricing, and offer flat rate per user pricing. The new Aspire Hosted Database will be available for immediate use from the moment the subscription is purchased. The Rehost wizard now can automatically connect and rehost to the Aspire Hosted Database, and ip address whitelisting is now automatic and dynamic (no static ip addresses are required). Aspire Hosted Database subscription license count must match QuoteWerks Desktop license count. [Build: 4] | ||
| 147. The backend.ini now supports the ini entry of SQLEncryptConnection=-1. This can be used to establish an encrypted connection with the SQL server. If the SQL Server itself is set to "Force Encryption" then an encrypted connection will be automatic. [Build: 4] | ||
| 148. The System tab of the Help->About menu now displays the "SQL Provider" and "SQL Encrypt Connection" settings. [Build: 4] | ||
| 149. The nsetup.exe has a new option to "Install Microsoft SQL Server 2012 Native Client". This SQL Provider needs to be used to establish TLS 1.2 only SQL Database connections. Also, the installers of sqlClient2012_32bit.msi and sqlClient2012_64bit.msi are now installed in the QuoteWerks folder so they can be run separately at any time. Once this is installed on each machine that is running QuoteWerks, the backend.ini can be modified with these entries: SQLProvider=SQLNCLI11 and SQLEncryptConnection=-1 to fully activate a TLS 1.2 encrypted connection. [Build: 4] | ||
| 150. On the Product Data Sources window, there is now a right click "Manually Disable/Enable Link" menu. This is useful when there is a temporary issue in connecting to a product source. Normally you can manually disable a link when you edit the product data source, but when the product data source is not available, you are unable to edit the entry preventing you from accessing the "Disable product data source" checkbox. Also the Status column was widened to better display disabled status text. [Build: 4] | ||
| 151. The Product Price History window now displays Average Cost and Average Price of the item. [Build: 4] | ||
| 152. For SugarCRM users, SugarCRM 10.0 is now supported. [Build: 4.01] | ||
| 153. ConnectWise 2020.1 is now supported! [Build: 3.07] | ||
| 154. ConnectWise 2020.2 is now supported! [Build: 3.07] | ||
| 155. For Maximizer CRM users, v18.0 (2020 R1) is now supported! [Build: 4.04] | ||
| 156. When closing a quote that you made changes to that has previously been uploaded to QuoteValet and has already been Accepted or Lost in QuoteValet, you would be asked if you wanted to close the quote without having uploaded the changes to QuoteValet. Since it is not possible to save changes to QuoteValet once the quote has been Accepted or Lost, you will now receive a message stating so, instead of a message asking if you want to save the changes to QuoteValet.
[Build: 4.04] | ||
| 157. Added new "Delete 0 Quantity Items from the document" button on the Document Items grid toolbar. This will delete Product/Service items and if a Group Header has a quantity of 0 it will delete the Group Header and all the Group Members. [Build: 4.06] | ||
| 158. When editing a Grouped Bundle or Grouped Configuration, the Picture File selection box now has a [Clear] button. [Build: 4.06] | ||
| 159. When selecting a picture for a Grouped Bundle or Grouped Configuration, it will now default the "PrintPicture" attribute to Yes. [Build: 4.06] | ||
| 160. New "Apply Multi-Line Changes" menu under the Edit menu. This enables you to apply the same change to a specified column for every line that is selected in the Document Items grid. Certain columns have some special features, like the QtyBase, you can enter "*3" to multiply the Qty value by 3. Also, you can enter "++5" to add 5 to the value. You can also enter "++5%" to add 5% to the value. Using "--" will subtract the values. Similarly, the UnitCost, UnitPrice, UnitList support the "++5%", "++5", "--5%", "--5" features. This window remembers last column the changes were applied to, and remembers per field what value the field was last set to. There is also a "Apply Multi-Line Changes" toolbar button on the grid toolbar.
[Build: 5.01] | ||
| 161. Added new integration to Kaseya BMS! The integration with Kaseya BMS includes the ability to search for contacts, create/update Opportunities, create/update Quotes, create/update Activities, and upload quote attachments to Kaseya BMS. The Kaseya BMS Product and Service Databases are available on the Product Lookup. Contact DataLink is supported. You can attach files to the Kaseya BMS Opportunity 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 Kaseya BMS. On the Links Tab, Auto Links are available for the SoldToContact, ShipToContact, BillToContact, Opportunity, Activity, and Quote that you can click to view the selected entity in Kaseya BMS. The Corporate Edition of QuoteWerks is required to integrate with Kaseya BMS. [Build: 5.01] | ||
| 162. SugarCRM 10.1 is now supported! [Build: 5.01] | ||
| 163. For QuoteValet users, when setting the Deposit Method or Request Payment there is now the option "In QuoteValet, allow customer to pay full amount / remaining balance at any time." so that a customer can pay either the minimum deposit or the full amount.
[Build: 5.01] | ||
| 164. For Ingram Micro USA and Canadian Customers, you can now view and import Ingram Micro Quotes created by Ingram Micro's sales reps for you, or created by yourself on the Ingram Micro website. You can choose from a list of Ingram Micro quotes created over the last 45 days, or enter in a specific Ingram Micro quote number. Once found, you can import all the quote details into the QuoteWerks quote, saving time and reducing data entry error. To use this feature, click on the IM button located on the grid toolbar on the Document Items tab. This functionality uses new Ingram Micro API Credentials which you will need to obtain on the https://developer.ingrammicro.com website.
[Build: 5.01] | ||
| 165. For Autotask users, the Autotask Products Data Source on the Product Lookup window now displays a Categories folder which has a hierarchal tree view of all the Autotask Products Category levels. In Autotask, the Product Search does not have this treeview category search feature, so it will be easier to look for products based on category in QuoteWerks as opposed to Autotask! [Build: 5.01] | ||
| 166. For Autotask users, the Autotask Quote URL will now be available under the Auto-Links on the Links tab for Autotask Quotes the QuoteWerks Creates/Updates. [Build: 5.01] | ||
| 167. For Autotask users, an opportunity description field was added to the opportunity. [Build: 5.01] | ||
| 168. For Autotask users, QuoteWerks ItemType can now be mapped to Autotask categories when a new product is created in Autotask. [Build: 5.01] | ||
| 169. For Autotask users, QuoteWerks ItemType can now be mapped to Autotask serialized when a new product is created in Autotask. [Build: 5.01] | ||
| 170. For Autotask users, categories can now be mapped from Autotask to QuoteWerks when creating a new Autotask product data source. [Build: 5.01] | ||
| 171. For ConnectWise Manage Users, when adding Group/Bundle Members to a ConnectWise Manage Bundle, if the items had a Vendor or Vendor Part Number set in QuoteWerks, it will now be set in ConnectWise Manage as well. [Build: 5.01] | ||
| 172. For MS CRM (Dynamics CRM) users, the MS CRM Quote URL will now be available under the Auto-Links on the Links tab for MS CRM Quotes the QuoteWerks Creates/Updates. [Build: 5.01] | ||
| 173. For QuickBooks Desktop users, QuickBooks GROUP type items are partially supported. When you use a part number in a QuoteWerks line item that matches a QuickBooks part number that is already setup in QuickBooks as a GROUP type item, the description, price, and taxability from the QuoteWerks line item will not be used and will defer to those values as defined in the QuickBooks GROUP part number. When this happens, you will receive a warning to ensure you are aware this has happened. [Build: 5.01] | ||
| 174. For QuickBooks Desktop users, when exporting documents to QuickBooks, if for some reason the GrandTotals do not match, you will receive a warning message. This can happen when the tax rate specified in QuoteWerks is not matched with the tax rate item in QuickBooks. This can also happen when using a part number that is a QuickBooks GROUP type item. [Build: 5.01] | ||
| 175. Clicking in a cell in the Document Items grid now selects all the text in the cell by default. [Build: 5.01] | ||
| 176. You can now select the contents of the Qty column, and enter "*3" to multiply the Qty value by 3. Also, you can enter "++5" to add 5 to the value. You can also enter "++5%" to add 5% to the value. Using "--" will subtract the values. [Build: 5.01] | ||
| 177. Added CustomNumber03, CustomNumber04, CustomNumber05 DocumentHeader fields to Custom tab of Quote WorkBook. [Build: 5.01] | ||
| 178. A Grouped Bundle definition can now have a VendorPartNumber. [Build: 5.01] | ||
| 179. A Grouped Configuration definition can now have a VendorPartNumber. [Build: 5.01] | ||
| 180. On Open document window, added [F2Lookup] buttons for CustomText01 - CustomText06, and other various fields on the "More" tab. Double-clicking in these fields now just highlights text instead of brining up the F2Lookup. The same changes were applied to the Document Name field on the Save window.
[Build: 5.01] | ||
| 181. ACT! for Web version 22 is now supported! [Build: 5.05] | ||
| 182. Another change to the behaviors of key presses in the Document Items grid. With the new changes where the contents of the cell are automatically selected when the cell receives focus, you can now press the HOME or END key which will de-select all the text and position the cursor at the beginning or end of the text respectively. Also, when all the cell text is selected and you press SHIFT-LEFT or SHIFT-RIGHT it will de-select all the text and position the cursor at the beginning or end of the cell respectively. Separately, when editing in the cell, holding the SHIFT key while using the LEFT or RIGHT arrow key will select the text in the respective direction. [Build: 5.05] | ||
| 183. The CustomDate01, CustomDate02 defaults from the Document tab of the Tools->Options menu now support the, for example, {+14} macro to default to today's date plus 14 days. [Build: 5.05] | ||
| 184. Tech Data's new Excel quote file format is now supported by the Import Tech Data Quote feature. [Build: 5.06] | ||
| 185. For Kaseya BMS users, on the Quote tab of the Kaseya BMS setup window, there is now an option to set the status of a "New", "Closed-Won", and "Closed-Lost" Quote in Kaseya BMS. These were hard-coded previously.
[Build: 5.06] | ||
| 186. For Zoho users, users using the integration in Australia are now supported. [Build: 5.09] | ||
| 187. When no documents are open there are a limited number of menus available. In this context, there is now a File->Login as another User menu. [Build: 5.13] | ||
| 188. Goldmine version 2020.1 is now supported! [Build: 5.21] | ||
| 189. For Tech Data online ordering users, there is now a new "Flooring Account" default value that can be setup under the Tech Data Online Ordering Options window. [Build: 5.21] | ||
| 190. On the Templates area of the Open Document window, you can now search for templates by Template Name. Additionally there is now a selectable Header Field and Item Field search. You can now search for Templates based on any DocumentHeader or DocumentItem field in the database. The search fields can be text, number, or date, fields and you can do advanced searches like Contains, Greater than or equal, etc. You can also use the "Search Query" operator to do advanced search like '"good deal" -dell', searching for phrases and also excluding phrases. It also remembers, per user, the last fields you searched on and defaults them for next time. Additionally the value text box is now a drop down list showing all the unique values for this field in the database! This is especially useful for locating old part numbers in templates that need to be updated. [Build: 5.21] | ||
| 191. Added Spotlight search text box on the View->Customize columns window to assist in finding one of the 105 columns. The spotlight feature will highlight in bold all matching list entries and will ghost all entries that do not match. You can also press the DOWN arrow key or the F3 key to move the highlight to the next match. You can also press the UP arrow key or SHIFT-F3 to highlight the previous match. [Build: 5.21] | ||
| 192. For QuickBooks Desktop users, when exporting a Purchase Order, you can now use the [Map PO Header Custom Fields] mappings on the Mappings.CustomFields tab to map data to be copied from the QuoteWerks Document to the QuickBooks PO. If you create a Purchase Order that includes items from more than one QuoteWerks Document, then you will be notified, and no mapping data will be copied into the QuickBooks Purchase Order. [Build: 5.21] | ||
| 193. For QuickBooks Desktop users, you can now create multiple level Customer/Jobs like "ABC Company:Renovations:Family Room:AAAQ1001". [Build: 5.21] | ||
| 194. For QuickBooks Desktop users, when exporting a document, if the Customer does not exist in QuickBooks, you will now be asked if you want to create the customer in QuickBooks. If you choose not to, the export will be cancelled. The "If the Customer does not Exist" option of "Prompt to create" or "Create" on the Transaction.QuickBooks tab of the QuickBooks setup window controls this.
[Build: 5.21] | ||
| 195. Sage 50 Accounting 2021 US Edition (Peachtree) is now supported! [Build: 5.21] | ||
| 196. QuickBooks Desktop 2021 USA, Canada, and UK is now supported! [Build: 6.06] | ||
| 197. SugarCRM 10.2 is now supported! [Build: 6.06] | ||
| 198. ConnectWise 2020.3 is now supported! [Build: 6.06] | ||
| 199. For ConnectWise Manage Users, in the ConnectWise Manage Settings in QuoteWerks, you can default the Source when QuoteWerks Creates a new ConnectWise Service Ticket. If the setting is left blank, the default Source in ConnectWise Manage will be used when creating a Service Ticket. When creating the Service Ticket, there is a drop down for the Source that can still be manually changed. [Build: 6.06] | ||
| 200. For ConnectWise Manage users, on the ConnectWise Manage setup window, there is an option to set the 'Status' for new purchase orders created by QuoteWerks in ConnectWise Manage. If the setting is left blank, the default status in ConnectWise will be used. If no Default is setup in ConnectWise, 'New' will be set as the PO Status. [Build: 6.06] | ||
| 201. For ConnectWise Manage Users, when QuoteWerks creates a new catalog item (product) in ConnectWise Manage, the Vendor and Vendor Name will now be populated if populated in the QuoteWerks line item. This feature is available in ConnectWise Manage 2020.1 and higher. [Build: 6.06] | ||
| 202. For ConnectWise Manage Users, in the ConnectWise Manage Setup in QuoteWerks, when on a Mapping Window, lists of the mappings can now be copied to the Windows Clipboard. If you double click on the left column header, you will be prompted if you want to copy the mapped pairs to the clipboard. If you double click on the right column header, you will be prompted if you want to copy all of the available mappings to the clipboard. Copying the available mappings to the clipboard is helpful, because you can use this data to import into F2 Lookup values including the ItemType in QuoteWerks. [Build: 6.06] | ||
| 203. For ConnectWise Manage Users, the QuoteWerks PreparedBy Field can now be mapped to the ConnectWise Inside Sales Rep field when Creating/updating a ConnectWise Manage Opportunity. There is an option to enable/disable this functionality in the ConnectWise Setup in QuoteWerks. [Build: 6.06] | ||
| 204. For ConnectWise Manage users, there is a new option in the ConnectWise Manage Setup in QuoteWerks 'Rename ConnectWise Opportunity When QuoteWerks Document is Renamed'. When this option is enabled, whenever the document in QuoteWerks is renamed, the Opportunity in ConnectWise Manage will also be renamed. [Build: 6.06] | ||
| 205. For ConnectWise Manage Users, on the ConnectWise Manage Setup in QuoteWerks, under the 'Purchasing' section, a label will now display if the instance of ConnectWise Manage has the Purchasing Module enabled. This is helpful because if you do not have the ConnectWise Manage Purchasing Module, you will not be able to create purchase orders in ConnectWise Manage. [Build: 6.06] | ||
| 206. For QuickBooks Online Users, there is a new setup option for when "If the Customer Does Not Exist" to Prompt to Create or just to Create. [Build: 6.06] | ||
| 207. QuickBooks Online Users, there is a new setup option for PO Item Billable Status. The options are 'Billable', 'NotBillable', and 'HasBeenBilled'. The default setting will be 'NotBillable'. [Build: 6.06] | ||
| 208. Normally when clicking into a Document Items grid cell, the entire contents of the cell will be selected. Now, if you hold down the CTRL key while clicking in the cell, it will not select the entire contents of the cell and it will position the cursor in the cell where you clicked. [Build: 6.06] | ||
| 209. On the Product Lookup window when clicking on a Product Data Source, and pressing a letter, it will cycle through selecting the Product Data source that start with that letter with each repeated keypress of the same letter. [Build: 6.06] | ||
| 210. The View->Associated Documents window, now includes the "Superseded" column and is wider. [Build: 6.06] | ||
| 211. On the Document Items tab of Tools->Options, added option "When setting item as Recurring default to 'Include First Payment in Document Total'" [Build: 6.06] | ||
| 212. When previewing a document (not a management report) and choosing to Attach to CRM, the Enter File Name dialog will now create a default file name int he same way it does when doing a Save as PDF from the Print window. [Build: 6.06] | ||
| 213. For Tech Data Online ordering users, new Reseller My Order Tracker notifications of "Sales Review", "Credit Review", "Backorder", and "New Estimated Ship Date" are now supported! The defaults for these events can be set on the MyOrderTracker tab of the Tech Data Online Ordering Options Setup window.
[Build: 6.06] | ||
| Misc Features - Version 5.5 | ||
| 1. For ConnectWise Manage users, there are new options in the ConnectWise Setup: "Do not use QuoteWerks Ship to Address on ConnectWise Opporuntity","Do not use QuoteWerks Bill to Address on ConnectWise Opporuntity", and "Product Line Default Product ID". These options were available through the Settings Manager previously, but there was no user interface for them. [Build: 1.07] | ||
| 2. In certain scenerios, the text "This e-mail sent c/o..." would be inserted into emails. This feature has been removed. [Build: 1.07] | ||
| 3. When these emails were generated: SYS_EmailQuoteValetQuoteIsReady, SYS_EmailQuoteValetPaymentRequest, SYS_EmailQuoteValetPeerReviewRequest, SYS_EmailQuoteValetStandardApprovalRequest, and SYS_EmailQuoteValetEscalatedApprovalRequest, the FROM would default to the SalesRep listed in the quote, rather than the LoggedInUser like all other emails. We have changed these emails to now also default the FROM to the LoggedInUser. [Build: 1.07] | ||
| 4. For ConnectWise Manage users, the Create/Update ConnectWise Opportunity window is vertically smaller.
[Build: 1.07] | ||
| 5. The Tools->Refresh item w/Best Pricing feature, was improved to a handle more combinations of availability of local database with or without realtime and also Etilize vendor sourcing caching. Also, for each vendor selected in the best price action, an entry will be written into the notification log showing the price found and the vendor part number used.
[Build: 1.10] | ||
| 6. For QuickBooks Online users, updated code to use the new required OAuth 2.0 instead of 1.0. Inuit will stop supporting OAuth 1.0 for QuickBooks Online on December 17, 2019. [Build: 1.12] | ||
| 7. For Ingram Micro customers in the Netherlands, increased TransactionClassifier to 2.0 for Pricing & Availability calls.
[Build: 1.14] | ||
| 8. Activated beta testing support for ACT! for Web version 22. [Build: 1.15] | ||
| 9. The "search for" text box on the Quick Lookup bar was widened. [Build: 1.15] | ||
| 10. For ConnectWise Manage users, when creating a Recurring Forecast on a ConnectWise Opportunity, if the Recurring Start Date is before the Expected Close Date, QuoteWerks Will now increase the Start Date to the Expected Close Date of the Opporutnity. Also, if the Recurring Revenue is $0.00 for the Recurring Forecast, QuoteWerks will increase the Recurring Revenue to $0.0001 to account for a ConnectWise API issue that does not permit $0.00 recurring forecasts or products. These changes match the same behavior as when adding recurring products to a ConnectWise Opportunity. [Build: 2.01] | ||
| 11. On the Purchasing window when saving a PO as a PDF, non-alphanumeric characters are no longer stripped from the default file name. [Build: 3.04] | ||
| 12. In the Configurator when double clicking on an item, it would add it to the configuration and also advance to the next configuration step. Now when you double-click it will only add the item into the selected items list. This action of a double-click is an intuitive expected standard action of a double click, and this is useful when you need to add more than one item from a configuration step. If you hold down CTRL while double-clicking, it will also advanced to the next configuration step, recreating the original behavior. [Build: 3.04] | ||
| 13. For Configurator users, the [Add] and [Remove] buttons were moved to the top of the form.
[Build: 3.04] | ||
| 14. The QuoteWerks Product Content subscription (powered by Etilize) is now available for Australia! This subscription provides QuoteWerks users in the IT industry with consumer friendly product descriptions, product images, and marketing descriptions. Without Etilize, QuoteWerks users have to import product information and scour the web looking for product images to download and for product descriptions to include in their quotes and proposals. With Etilize, QuoteWerks searches the Etilize database "from the cloud" by description, keyword, or part number, and returns product matches including customer friendly descriptions, product pictures, and in depth product summaries with marketing and feature descriptions, all of which are easily added into the quote. The pictures are automatically downloaded and saved into the QuoteWerks\Images folder. Currently Etilize will return part numbers for Australian distributors Ingram Micro and Dicker Data. Real-time pricing (cost) and availability will be returned for Ingram Micro, and daily static pricing (cost/list) and availability will be returned for Dicker Data. Accessory and comparison features are not included at this time.
[Build: 3.07] | ||
| 15. Renamed option "Print all Spec Sheets by default." to "Select all Spec Sheets for Print on initial Print" on the Misc.Printing tab of Tools->My Preferences. [Build: 4] | ||
| 16. Microsoft discontinued Microsoft Outlook Business Contact Manger (BCM). The last year Outlook BCM was supported was with Outlook 2013 (7 years ago). QuoteWerks has removed the Outlook BCM integration. [Build: 4] | ||
| 17. "QuoteValetWeb" Misc Access Rights have been renamed to "QuoteValetInsight". [Build: 5.01] | ||
| 18. Edit->Zoom Description menu was removed...double-clicking in the Description cell performs this action. [Build: 5.01] | ||
| 19. The Edit->Apply Quantity menu was removed. This action can now be performed with the Edit->Apply Multi-Line Changes menu. [Build: 5.01] | ||
| 20. Changed behavior of the pressing the up/down, left/right cursor (arrow) keys in the Document Items grid. Previously, while in a cell and pressing an arrow key it would first move the cursor to the end of the cell, and then on the second press it would navigate to the next cell. Now, a single press the arrow key will navigate to the next cell.
[Build: 5.01] | ||
| 21. The SMTP and MailMessage controls were updated to v10.0
[Build: 5.03] | ||
| 22. For QuickBooks Online Users, an Exchange Rate of 1 has been applied to all Document Types. The Exchange Rate was previously 0. QuoteWerks does not currently support multiple currencies in QuickBooks Online. [Build: 5.09] | ||
| 23. On the Print window, the [Submit for Peer Review] and [Request Approval] buttons will now display the QuoteValet icon if you have selected in the setup to use QuoteValet for these actions.
[Build: 5.21] | ||
| 24. For QuickBooks Online Users, the Shipping Address on the QuickBooks Online PO will now contain more detail. [Build: 6.06] | ||
| 25. Changed all references of "Computer 2000" to "Tech Data". [Build: 6.06] | ||
| 26. For ConnectWise Manage Users, on the ConnectWise Manage Setup window in QuoteWerks, there is a new 'Service Tickets & Projects' tab. The Service Ticket and Project related settings from the 'Settings' Tab have been moved to this new tab. [Build: 6.06] | ||
| 27. Moved setting "When 'Adding Items to a Group, default HidePrice to yes'" from Misc tab to Document Items tab of Tools->Options. [Build: 6.06] | ||
| 28. Under Tools->Options, you can now access the QuoteValet and QuoteWerks Web tabs if you do not have MasterRights, however MasterRights is still required to change/access the Enable or setup controls. [Build: 6.06] | ||
| 29. When entering a Redemption Code, any errant CR, LF, or space characters will be removed. [Build: 6.06] | ||
| 30. For SYNNEX realtime Pricing & Availability users, added support for relocated warehouse from "Richardson, TX" to Garland, TX".
[Build: 6.06] | ||
| Fixes - Version 5.5 | ||
| 1. When editing a Bundle, Configuration, Optional Item, or Required Item, and selecting an Amazon Product Source, you would receive error messages about database tables not existing. Amazon is not supported as a product source in these areas, you will no longer be able to select it. [Build: 1.07] | ||
| 2. For Product Content Subscribers in the United Kingdom, the "In Stock Recently" and List Price functionality was not visible on the Product Lookup window when selecting the Etilize Product Source. [Build: 1.07] | ||
| 3. E-mail attachments casing were being forced to lower case when sending emails with attachments from SMTP or Outlook email integration. [Build: 1.07] | ||
| 4. When Editing a Bundle, and closing the window by clicking on the X button in the title bar would cause runtime error 91. [Build: 1.07] | ||
| 5. The &APP_&LoggedInUserPhoneWithExtA macro was incorrectly combining the Phone and Ext of the logged in user and company registration information. [Build: 1.07] | ||
| 6. For users of the new "X" License Key for monthly and annual subscription pricing for QuoteWerks, the accounting links were not being activated. [Build: 1.07] | ||
| 7. For Act! users, when renaming the document or changing the DocNo, if an opportunity for this document existed in Act!, the Opportunity Name in Act! was updated and should not have been since you maybe have linked QuoteWerks to an existing Opportunity in Act! and did not want QuoteWerks automatically updating the Act! Opportunity Name. [Build: 1.07] | ||
| 8. For SugarCRM users, creating a Product Line Item with a price of 0.00 would cause a Runtime error 13. [Build: 1.07] | ||
| 9. When using Tools->Refresh w/Latest pricing, if you were refreshing the price of a Group Member that used Volume Based pricing, the refresh pricing was only using the quantity of the group member instead of multiplying that by the group header quantity. [Build: 1.07] | ||
| 10. For Act! users, when saving an Act! Activity to an Act! Opportunity, the Associate With field on the Activity did not have a reference to the Act! Opportunity. [Build: 1.07] | ||
| 11. For Maximizer CRM users, the integration was updated to use the new Maximizer 17.3 API which was required for continued compatibility. [Build: 1.07] | ||
| 12. For SugarCRM users, if a QuoteWerks datalink is set up to a SugarCRM custom field for the 'CRMOppHeader_CreateUpdate', and it is set to Read into QuoteWerks, an error occurs. [Build: 1.07] | ||
| 13. For Maximizer users, the display contact in contact manager button on the Sold to / Ship to tab was not showing the contact. [Build: 1.07] | ||
| 14. For Maximizer users, the Data Link was was not working for company fields. [Build: 1.07] | ||
| 15. For QuoteValet Mobile users, issue when selecting Autotask Contacts. It worked the first time but then only selects that same contact no matter what other seraches were performed. Posted live September 10, 2019. [Build: 1.07] | ||
| 16. For Salesforce.com users, the date field shortcut keys were added back to the Opportunity window. [Build: 1.07] | ||
| 17. For Salesforce.com users, manufacturer part numbers with a line return at the end would be created as a duplicate product in salesforce. [Build: 1.07] | ||
| 18. For Salesforce.com users, non multi-currency organizations could receive an error about an invalid SQL call involving CurrencyIsoCode when saving opportunity line items when EnableQuantityScheduling is enabled for the Product table in Lightning. [Build: 1.07] | ||
| 19. For Salesforce.com users, if the regional decimal separator was set to a comma, users would receive an "input string was not in the correct format" error when attempting to create an opportunity. [Build: 1.07] | ||
| 20. Under Tools->Options->Installation tab, if 'Next Quote Number Sequence' is set to 10 digits or more would receive runtime error 6 overflow. The value is now limited to 2,147,483,647. [Build: 1.07] | ||
| 21. If unsaved quotes were open and the main QuoteWerks window X button was clicked and when prompted to save a quote, the [Cancel] button was pressed, would receive runtime error 5. This issue was introduced in v5.3 build 1. [Build: 1.07] | ||
| 22. For Autotask users, the date field shortcut keys were added back to the Opportunity window. [Build: 1.07] | ||
| 23. For Autotask users, the date field shortcut keys were added back to the Quote window. [Build: 1.07] | ||
| 24. For MS CRM users, installations that use a comma as a decimal separator were getting an invalid Actual Revenue value when a quote was converted to an order in QuoteWerks and the Opportunity was completed in MS CRM. [Build: 1.07] | ||
| 25. When new Groups were added under Utilities->User Maintenance, they would not appear on the User Properties window. [Build: 1.07] | ||
| 26. For ConnectWise Manage users, when a recurring item was being added to the ConnectWise Opportunity, if the recurring Start Date was not specified in QuoteWerks, the Start Date would be defaulted to today's date. This would cause an error if the expected close date for the opportunity was a day or more in the future. The Recurring Start for an opportunity item in ConnectWise cannot be before the expected close date for the opporutnity. In these cases, the start date for recurring items if not specified will be defaulted to the close date of the opportunity. [Build: 1.07] | ||
| 27. For Synnex customers, when using the Best pricing on the Quote Workbook, if a Synnex item was discontinued, you would receive two windows the first notifying you that the item was discontinued and the second with debug information to inspect the response from Synnex. The second window is no longer displayed. [Build: 1.07] | ||
| 28. For ConnectWise Manage users that use ConnectWise Manage as a Secondary CRM, when exporting to ConnectWise, would sometimes receive 'Error (91) Object variable or With block variable not set' followed by 'error: Linked contact record id not found' on the window. [Build: 1.07] | ||
| 29. For ConnectWise Manage users, when converting won Opportunity Products/Services to a ConnectWise ticket that were grouped, the grouped items would not stay together and the Heading line would be lost in the conversion. [Build: 1.07] | ||
| 30. For ConnectWise Manage users that use ConnectWise Manage as a Secondary CRM, when exporting to ConnectWise and selecting to 'Create/Update Won Opportunity', the Document Conversion options would not appear like creating tickets, Agreements, and Sales Orders. [Build: 1.07] | ||
| 31. On the Open Document window the Contact drop down list was not filtering out Contact names from documents the logged in user did not have rights to view. [Build: 1.07] | ||
| 32. On the Open Document window the Company drop down list was not filtering out company names from documents the logged in user did not have rights to view. [Build: 1.07] | ||
| 33. For Autotask users, opening an older quote that has not been closed could give you a date error message. [Build: 1.07] | ||
| 34. For SugarCRM users, re-saving an existing Opportunity was setting the probability to 0. [Build: 1.07] | ||
| 35. For Act! users, when the 'Use Profit Amount vs Sale Amount in Sales Opportunity' option was set, the Sale Amount was still being written into Act! Opportunity. [Build: 1.08] | ||
| 36. For Sage 50 Accounting US Edition (Peachtree) users, when creating an item definition in Peachtree, and passing it the correct TaxType number, Peachtree adds 1 to the TaxType. We now subtract 1 from the TaxType that we pass Peachtree to accommodate this issue. [Build: 1.08] | ||
| 37. For ConnectWise Manage users, when duplicating a document in QuoteWerks, the Autolinks on the Links tab for the ConnectWise Manage Agreements, Projects, and Sales Orders would be left behind from the duplicated document. [Build: 1.09] | ||
| 38. If you selected "Search Query" from an Operator drop down list, it was not working when the negative option was used in conjunction with quotes like -"Tech Data". [Build: 1.09] | ||
| 39. For SugarCRM users, multiple quantity line items from QuoteWerks were not being converted to Revenue Line Items correctly in SugarCRM. [Build: 1.09] | ||
| 40. QuoteWerks Update Key Validator, SSL security error, if you had implemented the TLS 1.2 only for SQL. [Build: 1.09] | ||
| 41. For ConnectWise Manage users in the UK or Ireland, when QuoteWerks added recurring products to a ConnectWise Manage Opportunity, ConnectWise Manage would return "Unsupported format applied to startDate" or "Unsupported format applied to endDate" and the products would not be added to the opportunity. [Build: 1.09] | ||
| 42. In fresh installations, when saving a document, SQL Execute Error in SQLConnExecuteEx() QuoteWerks trapped Error (0) No value given for one or more required parameters. The new fields COnvertedFromRef, COnvertedFromOn, ConvertedFromBy were missing.
[Build: 1.10] | ||
| 43. When a Required Item was set as recurring, AND the option to "Link quantity to parent item" was set, the contract dates was defaulting to "Specify dates" instead of "Use contract dates from document".
[Build: 1.10] | ||
| 44. If you specified Etilize as a vendor product source in a Required Item and your Etilize subscription expired you would receive a runtime error 9 when adding the item that has this item as a Required Item. [Build: 1.10] | ||
| 45. On the Custom Tab of the Quote WorkBook the CustomMemo01, CustomMemo02, CustomMemo03, and CustomMemo04 fields were being truncated at 255 characters. [Build: 1.11] | ||
| 46. When pressing enter in a grid cell, and there were more line items than could display on the current grid page, and you were on the last viewable line for that page would receive error Run-Time Error '381' : Invalid property array value. [Build: 1.11] | ||
| 47. For ConnectWise Manager users, the "Enable Drop Ship Option on Purchase Orders" checkbox was not getting remembered. [Build: 1.12] | ||
| 48. On the E-Mail Template Manager window, on the Templates and Snippets tabs, the [Edit html] toolbar button was cut off. [Build: 1.13] | ||
| 49. On Logged in users window, if a user was only logged into QuoteWerks Web, a license would be used, and counted towards the total allocated licenses, but would not be listed as in-use on this window. [Build: 1.14] | ||
| 50. For ConnectWise Manage users, when updating an existing Opportunity in ConnectWise, the Unlink Opportunity and Launch Opportunity buttons were not visible on the QuoteWerks Update ConnectWise Opportunity window. [Build: 1.14] | ||
| 51. For ConnectWise Manage Users, the Forecast Type Mappings on the ConnectWise Setup would not be remembered each time they were set in the ConnectWise setup. [Build: 1.14] | ||
| 52. For QuickBooks Online Users, there was an issue with OAuth 2.0 and refreshing the token which would require the user to re-authenticate with QuickBooks Online after 1 hour. [Build: 1.14] | ||
| 53. For Product Content Subscribers in Australia, DickerData and Ingram Micro Australia parts were not being returned in the Etilize and PartLocator results. [Build: 1.14] | ||
| 54. When editing a user's preferences in User Maintenance and changing values on the Misc.Notes tab, the changes would be saved to the logged in user's preferences instead of the selected user. [Build: 1.15] | ||
| 55. For Act! users, when creating the opportunity in Act!, if the user name and contact name are not the same for the user credentials for the Act! database, the Record Manager combobox would not be auto set to the correct user. [Build: 1.15] | ||
| 56. For Zoho users, Currency custom fields created in Zoho and setup with a Datalink in QuoteWerks would produce an error when saving an Opportunity. [Build: 1.15] | ||
| 57. For Maximizer CRM users, the DTF file was being removed from the DTF directory after the quote was saved. [Build: 2.01] | ||
| 58. For Zoho users, the DTF file was being removed from the DTF directory after the quote was saved. [Build: 2.01] | ||
| 59. For ConnectWise Manage users, the "Include Shipping in ConnectWise Opportunity" option in the ConnectWise Setup would not be saved and would always be "False". [Build: 2.01] | ||
| 60. For salesforce.com users, attached files saved to an opportunity were having an '.dtf' extension added to the end of the file name. [Build: 2.01] | ||
| 61. For Act! users, when converting to order, the Opportunity name would not get updated in ACT!. [Build: 2.01] | ||
| 62. On management reports window, if clicked on [Output to CSV],and then clicked cancel, the window would stop responding. [Build: 2.01] | ||
| 63. When a new document was created, if a default layout was specified by a user by right clicking on a layout on the Layout.Primary tab of the Print window and choosing 'Set as default' and that default layout was missing, the default fpc of "Quote_Galaxy.fpc" would be used instead without any warning. Now an error message is shown and the document will default to not having a layout. [Build: 2.03] | ||
| 64. Macros in the TO, CC, and BCC fields in user email templates (vs System Templates) were not being rasterized when selected from the template list on the Send E-mail window. [Build: 3.04] | ||
| 65. For GoldMine users, if an Goldmine ACCOUNTNO value contained a double quote character, the DataStream Query would return an error. [Build: 3.04] | ||
| 66. In the Settings Manager, if there were more than 32765 results, a runtime 6 occurred. [Build: 3.04] | ||
| 67. When setting the Deposit Required percent, you would be able to specify a percent with more than 2 decimals, but after saving change it would format to only 2 decimals. [Build: 3.04] | ||
| 68. When choosing to Save as PDF from the Preview window, if you entered a file name that already existed, you would be asked two times if you wanted to replace the file. [Build: 3.04] | ||
| 69. For salesforce.com users, searching by the description on the Quick Lookup would not pop up the Add Item Assistant window if only one item was found. [Build: 3.04] | ||
| 70. When the cover page message was empty, the <<&COVER_MESSAGE>> macro text in a Word document would remain. [Build: 3.04] | ||
| 71. When creating a Purchase Order from the Purchasing tab of the Purchasing window, the SoldToPONumber was not getting copied into the POItems.CustomerPONumber field. [Build: 3.04] | ||
| 72. If backend.ini SQLProvider was specified for TLS 1.2 only support, the qw.dll backend API could not connect to the SQL database. [Build: 3.04] | ||
| 73. For MS CRM users, converting an opportunity to won in QuoteWerks would create a probability change post on the posts tab of the Opportunity in MS CRM. [Build: 3.04] | ||
| 74. For Autotask users, the Autotask To-Do was not being assigned to the contact if the 'Link to Contact' checked was checked on the QuoteWerks To-Do window. [Build: 3.04] | ||
| 75. For API users, DocFunctions.DocumentOpenCount would return 1 even if the first document was not finished loading, especially if a message was delaying it from being completely loaded.
[Build: 3.04] | ||
| 76. For ConnectWise Manage users, ConnectWise made an unannounced change mid-release to the Opportunity API. This resolves the "Could not find member 'isoCode' on object of type 'CurrencyReference'." error received when updating an existing ConnectWise Manage Opportunity. This was introduced in ConnectWise Manage v2020.1.70556. [Build: 3.04] | ||
| 77. The new UPS "Use Negotiated Rates" feature (released in build 3.04) was still returning non-negotiated rates. [Build: 3.07] | ||
| 78. For Salesforce, QuickBooks, Peachtree, ConnectWise, Autotask, and Zoho users, the default cost modifier was being applied to the product from these external sources when adding a product through the Product Lookup window. [Build: 3.07] | ||
| 79. For Autotask users, updating the cost for a service item was not updating the Autotask quote with the new cost price. [Build: 3.07] | ||
| 80. If the field 'QuoteValetAcceptedOn' was used in a print layout, would receive error "The ValueName 'QuoteValetAcceptedOn' was not found in DHGetEx() or ReturnSystemMacroValue()." [Build: 3.07] | ||
| 81. If a product database was selected and the option to not auto display all products was set, or if the Native product database auto generated root folder like Manufacturers was selected, and then a search was performed, the grid would show results of blank records. This issue was introduced in v5.5 build 3.07. [Build: 3.08] | ||
| 82. When clicking the Select All button on the Spec Sheets or Literature tab of the Print window, it would add duplicates into the Print Selections list. [Build: 4] | ||
| 83. When duplicating a document that had spec sheets, the duplicate document would have duplicate Spec Sheets in the Print Selections list. [Build: 4] | ||
| 84. For SugarCRM users, re-saving an Opportunity was setting the estimated close date to today's date. [Build: 4] | ||
| 85. For Salesforce users, when updating an existing Opportunity, the Default Contact Role was being applied instead of keeping the previously selected Contact Role. [Build: 4] | ||
| 86. For Salesforce users, the contact role and contact name were not being populated when choosing an existing opportunity on the Opportunity window. [Build: 4] | ||
| 87. When duplicating a document, the Links on the Links tab would not appear until a Print operation was performed. [Build: 4] | ||
| 88. For SugarCRM users, when searching on the Contact Lookup window with 'Also display Account Contacts' checked, only 1 contact search result was showing. [Build: 4.01] | ||
| 89. If the License Manager had an "X" License Key that had a subscription for QuoteWerks Desktop and did not have a Real-time subscription you would receive an erroneous error stating that the QuoteWerks Desktop subscription expires on December 30, 1899. [Build: 4.01] | ||
| 90. When rehosting to the Database provided through the QuoteWerks Database Hosting (Aspire hosted) subscription, the database client authorization was not allowing a connection to the database. [Build: 4.02] | ||
| 91. When creating purchase orders from the Purchasing window, if you specified an SO Number to write into all the line items, it was not working and if the line item already had the same SO Number you would be asked if you want to replace the SO Number with the same SO Number. [Build: 4.02] | ||
| 92. When an existing installation was on an Access backend and then updated to build 4.02, and then rehosted to the new QuoteWerks Database Hosting (Aspire hosted) database, upon restart would receive an "Aspire Hosted Database Client Authorization" Tenant Account Credentials Error. [Build: 4.03] | ||
| 93. For SugarCRM users, the expected closed date field can only be set if the SugarCRM instance supports Revenue Line Items and the quote has line items or if the SugarCRM instance does not support Revenue line items. [Build: 4.04] | ||
| 94. You can no longer upload changes to a QuoteValet quote if it has been 'Accepted by Proxy' Or 'Closed as Lost'. [Build: 4.04] | ||
| 95. When a document that was uploaded to QuoteValet was Converted As Lost, the dh.QuoteValetStatusCode field was not getting updated. [Build: 4.04] | ||
| 96. When opening a quote that has been uploaded to QuoteValet that has already been accepted, QuoteWerks will not check QuoteValet for updates for this document unless Payment Processing is enabled and the the quote is not fully paid. This is done to speed up the opening of older closed quotes. In this scenario, if you then went to the print window the QuoteValet button would still be enabled even though it shoudl not be. Now, in this scenario, when the print window is opened, QuoteValet will be checked to get the information it needs. [Build: 4.04] | ||
| 97. If you had uploaded a quote to QuoteValet and then instead of the customer accepting it on QuoteValet you choose File->Convert to Order, and the option to preserve the existing quote was set, then when you later opened the order, it would still allow you to re-upload this accepted order to QuoteValet. [Build: 4.06] | ||
| 98. For salesforce.com users, when using merge remote documents and checking 'Download attachments from salesforce.com' would receive error about attachment. [Build: 5.01] | ||
| 99. For salesforce.com users, when adding a new product to an opportunity, the list price was being populated with the sales price. [Build: 5.01] | ||
| 100. For salesforce.com users, when attempting to add an inactive product to an opportunity, the error message was not displaying the inactive product name. [Build: 5.01] | ||
| 101. For Autotask users, quote descriptions and comments with multiple lines were not retaining line breaks. [Build: 5.01] | ||
| 102. For Autotask users, the correct tax region was not being set in the Autotask quote.
[Build: 5.01] | ||
| 103. For MS CRM users, when creating a new Order directly (vs converting from a quote) and saving to MS CRM, you would receive an object reference error. [Build: 5.01] | ||
| 104. For MS CRM users, when creating a new opportunity and selecting an existing opportunity in MS CRM, you would receive an object reference error. [Build: 5.01] | ||
| 105. For MS CRM users, if a custom MultiOptionSelect field existed for a contact or an account, would receive n error 'Conversion from type 'OptionSetValueCollection' to type 'String' is not valid.' when using the QuoteWerks DataLink feature. [Build: 5.01] | ||
| 106. For MS CRM users, when creating a new Order directly (vs converting from a quote) and saving to MS CRM, the Opportunity status was not being set to won. [Build: 5.01] | ||
| 107. When using the Tech Data SAP quote import feature, if the quote had an item on it that did not have a Manufacturer would receive an error about the XML field 'Manufacturer' not found. [Build: 5.01] | ||
| 108. When a document was locked, the Edit->Insert Section Header menu was still enabled. [Build: 5.01] | ||
| 109. For ConnectWise Manage Users, when creating a recurring forecast in ConnectWise Manage, there would sometimes be an issue with determining that the Start date was before the Expected Close Date of the Opportunity when this was not the case. [Build: 5.01] | ||
| 110. For ConnectWise Manage Users, when duplicating a document in QuoteWerks, the Address ID for the selected contacts would not be preserved. This would reset the Address ID to the default Address for the contact. [Build: 5.01] | ||
| 111. For ConnectWise Manage Users, when Converting a Quote to an Order, the original Quote DTF file would be deleted. This behavior did not match the other CRM integrations. The original quote DTF is now preserved. [Build: 5.01] | ||
| 112. For ConnectWise Mange users, the 'Defaults for Empty Part Numbers' Setting in the ConnectWise Manage Setup in QuoteWerks for 'Product Line Default Product ID' was being ignored and a default part number of 'QWGeneralProduct' was always used or a message was displayed stating that there was a line on the document without a partnumber mapping. [Build: 5.01] | ||
| 113. For ConnectWise Manage users, when converting a ConnectWise Opportunity Item to a Service Ticket, the Service Ticket would not be available in the Auto-Links on the Links Tab of the Quote Workbook if the Opportunity Item had a Class of 'Service'. This occurred because Service Products do not appear as a Product on the Service Ticket. [Build: 5.01] | ||
| 114. For ConnectWise Manager users, when receiving an item against an existing ConnectWise Manage PO, if the Tracking Number information in QuoteWerks was greater than 50 characters, an error would be displayed stating 'The field trackingNumber must be a string with a maximum length of 50.' The Item would not be received in Connectwise Manage. [Build: 5.01] | ||
| 115. For ConnectWise Manager users, when creating a ConnectWise Manage Service Ticket during a document conversion in QuoteWerks, if the user selected the cancel button, a Service Ticket would still be created in some instances. [Build: 5.01] | ||
| 116. On the File->Print window, when clicking on the [New] button and choose "Sales Order" would receive error "An error occurred when attempting to create a new FPC file!" [Build: 5.03] | ||
| 117. Added Code Signing to ukv.exe to address false positive about ukv.exe containing a trojan horse virus. [Build: 5.04] | ||
| 118. Added Code Signing to QWLaunch.exe to address false positive about QWLaunch.exe containing a trojan horse virus. [Build: 5.04] | ||
| 119. If setting a Deposit Required as a Percent of a line item in the document, a runtime error 13 mismatch error would occur if the 'equals' dropdown contains an alpha value. [Build: 5.05] | ||
| 120. The CustomNumber01, CustomNumber02, CustomNumber03, CustomNumber04, CustomNumber05 and CustomDate01, CustomDate02 defaults from the Document tab of the Tools->Options menu were not getting applied in a new document. [Build: 5.05] | ||
| 121. When using Tools->Find Quoted item if a document was found that had an empty DocDate, would receive Run-time error "13": Type Mismatch. [Build: 5.05] | ||
| 122. When a quote was open and a second quote was opened and then CTRL-W was pressed to Close the second quote, the first quote would be closed instead. [Build: 5.06] | ||
| 123. Build 5.05 introduced issue with the Sales tax calculation on recurring items. [Build: 5.06] | ||
| 124. For customers with the USA tax system, the Recurring Amount displayed in the Bottom totals bar would have a rounding issue so it would not exactly match the actual quote total for sales tax. It was adding up the individual line item rounded tax amounts instead of adding up the taxable amount of all the recurring items and then applying the tax rate to it which is the way that QuoteWerks has always calculated USA sales tax to be compatible with QuickBooks Desktop. [Build: 5.06] | ||
| 125. For Goldmine users, sometimes when a sent email was logged in Goldmine the attachment would not appear in the email message being logged. [Build: 5.07] | ||
| 126. For Kaseya BMS users, when using the Datalink to retrieve taxes from Kaseya BMS, the tax rate would be rounded. [Build: 5.07] | ||
| 127. QuoteWerks does not support double byte character set used by Japan and China. These characters would be pulled into QuoteWerks through the Regional settings timezone and then cause corruption in DTF files. These characters are now stripped out of the time zone data. [Build: 5.08] | ||
| 128. For Zoho users, the view deal link in QuoteWerks was not showing the Deal for UK users. [Build: 5.09] | ||
| 129. For Kaseya BMS users, when linking to an existing Kaseya BMS Opportunity, a new Opportunity would be created with a copy of what was in the existing Opportunity. This would leave behind the old opportunity and there would now be two opportunities. [Build: 5.09] | ||
| 130. For QuickBooks Online Users in Australia and the UK, when creating a Purchase Order, the following error would be received: "Request has invalid or unsupported property Property Name:Unrecognized field "GlobalTaxCalulation" (class com.intuit.schema.finance.v3.PurchaseOrder), not marked as ignorable" [Build: 5.09] | ||
| 131. When a user had the CannotCreateNewQuoteDocuments, CannotCreateNewOrderDocuments, or CannotCreateNewInvoiceDocuments security right and they clicked on the "New" main toolbar button, it would allow a new blank QUOTE, ORDER, or INVOICE to be created depending upon their new blank document option set under Misc tab of Tools->My Preferences menu. [Build: 5.13] | ||
| 132. For MS CRM users, when linking to an existing Opportunity, the EstimatedValue, ActualValue and OpportunityRatingCode fields would not populate with a new value if the existing value was empty. [Build: 5.13] | ||
| 133. Would receive error about GetActiveSheetFromSelf() when opening a quote that was already open, or trying to open a quote that could not be found. [Build: 5.13] | ||
| 134. For MS CRM users, linking to an existing Opportunity with no Estimated Close Date set would cause an error when saving in QuoteWerks. [Build: 5.13] | ||
| 135. For MS CRM users, when closing an Opportunity in QuoteWerks, users would receive an error message stating that the Opportunity was already closed. [Build: 5.13] | ||
| 136. For MS CRM users, linking to an existing Opportunity would cause an error when saving in QuoteWerks. [Build: 5.13] | ||
| 137. For Zoho users, a renamed value for a LeadSource field would still show the original value name on the Deal in Zoho. [Build: 5.13] | ||
| 138. For Autotask users, the tax region for the quote on an opportunity was being set to the first active tax region in the list, instead of the tax region selected in the Autotask opportunity. [Build: 5.13] | ||
| 139. For Autotask users, if a document name has an ampersand (&) in the name when converting to an Order, an error would occur. [Build: 5.13] | ||
| 140. You can now specify the Quantity Muliplier 1, 2,3, and 4 on the Advanced tab of the Edit Product window. [Build: 5.01] | ||
| 141. On the Print document window, when clicking on the [Request Approval] button, and the document required multiple escalated approval, it would send the Single approval email template. [Build: 5.21] | ||
| 142. When in the Layout Designer, and inserting a field, the CustomText21 - CustomText28 fields were not showing their customized labels. Also the "Header Field" drop down search fields in the Open Document window were not showing their customized labels. [Build: 5.21] | ||
| 143. When cloning a QuoteWerks contact database contact would receive Error in SystemSetting_GetEx(). You must specify SectionName, AND KeyName values! [Build: 5.21] | ||
| 144. For QuickBooks Desktop users, when exporting a Purchase Order, the [Map PO Header Custom Fields] mappings on the Mappings.CustomFields tab were being ignored. [Build: 5.21] | ||
| 145. When a document approval required multiple approvals, the same approver was allowed to approve more than once. [Build: 5.21] | ||
| 146. When linking to an external product data source like Access, Excel, MSSQL, ODBC, or OLEDB, even if you mapped a field to the UnitPrice field, if a default PriceModifier was set (under Document Items tab of Tools->Options), it would be applied causing the UnitPrice to get overwritten with the PriceModifier based calculation. [Build: 5.21] | ||
| 147. When linking to an external product data source like Access, Excel, MSSQL, ODBC, or OLEDB, even if you mapped a field to the UnitCost field, if a default CostModifier was set (under Document Items tab of Tools->Options), it would be applied causing the UnitCost to get overwritten with the CostModifier based calculation. [Build: 5.21] | ||
| 148. When using a product from the Etilize or Amazon Product Data source, if a Default CostModifier was set (under Document Items tab of Tools->Options), it would cause the Cost coming from Etilize or Amazon to get overwritten with the CostModifier based calculation. [Build: 5.21] | ||
| 149. When editing a product on the Edit Product window, would receive error message about the Quantity Multiplier field values being 0. This issue was introduced in v5.5 build 5.01 [Build: 5.21] | ||
| 150. When an email was sent that had a hyperlink in it, the end of the hyperlink display text could have a space appended to it, appearing as an underlined space. [Build: 5.21] | ||
| 151. The F2 Lookup list from the Zoom Text window was not displaying items. [Build: 5.21] | ||
| 152. When a PO number entered into an online order form, or a manual PO is larger that the accounting system or QuoteWerks Purchase order supports, you will be alerted and asked to enter a shorter PO Number. [Build: 5.21] | ||
| 153. Issue with Windows Authentication Login support when the domain had more than 1000 user ids. [Build: 5.21] | ||
| 154. The 'Apply Multi-Line Changes' was not applying changes if a field name label was customized. [Build: 5.21] | ||
| 155. Would receive error "nothing in sel array", if you opened a quote and then immediately clicked on a non-selected line and started dragging it. [Build: 5.22] | ||
| 156. When exporting a PO to QuickBooks Online would receive runtime error 91. Issue was introduced in build 5.21. [Build: 5.22] | ||
| 157. For Kaseya BMS Users, when converting a Quote to an Order/Invoice in QuoteWerks, the DTF file on the Kaseya BMS Opportunity was not being updated. [Build: 6.06] | ||
| 158. For Ingram Micro Users in USA, when using the Quote importer, Ingram Micro would sometimes return a false negative success. [Build: 6.06] | ||
| 159. For Salesforce users, when updating an existing call, the Assigned To user selected for the combobox was not correct. [Build: 6.06] | ||
| 160. For Salesforce users, the DataLink fields were case sensitive and if the field names did not match, an error value would be used when the field was populated. [Build: 6.06] | ||
| 161. For Salesforce users, if an apostrophe was in the document name when saving the Opportunity in QuoteWerks, you would receive an error. [Build: 6.06] | ||
| 162. For Autotask users, the tax rate DataLink would not populate a value unless it was the first DataLink being used. [Build: 6.06] | ||
| 163. For MS CRM users, if an Opportunity is updated from QuoteWerks and the Quote had a negative value, the Opportunity revenue field will now show a positive value. [Build: 6.06] | ||
| 164. For Kaseya BMS Users, when searching for Kaseya BMS Products in QuoteWerks, if a Kaseya BMS product had bad data (Null Values) in a field, an error would be returned and no products would be displayed. [Build: 6.06] | ||
| 165. For QuickBooks Online Users, if there was a problem with the Access Token returned from the Content Server, QuoteWerks would crash when initializing the object. [Build: 6.06] | ||
| 166. For QuickBooks Online Users, the Vendor PO Email address would not be brought over from QuoteWerks to the PO in some instances. [Build: 6.06] | ||
| 167. For Zoho users, the DataLink fields were case sensitive and if the field names did not match, an error value would be used when the field was populated. [Build: 6.06] | ||
| 168. For Maximizer Online users, the DataLink fields were case sensitive and if the field names did not match, an error value would be used when the field was populated. [Build: 6.06] | ||
| 169. For SugarCRM users, the DataLink fields were case sensitive and if the field names did not match, an error value would be used when the field was populated. [Build: 6.06] | ||
| 170. For ConnectWise Manage Users, when exporting a Purchase Order to ConnectWise Manage, if the PO Number already exists in ConnectWise, you will be prompted to change the PO Number or cancel the export of the Purchase Order to ConnectWise Manage. [Build: 6.06] | ||
| 171. For ConnectWise Manage users, when using the ConnectWise Catalog items as a product source in QuoteWerks, if the ConnectWise item had non-ascii characters (funky characters), the product would not be usable by QuoteWerks. [Build: 6.06] | ||
| 172. For Maximizer CRM users, when updating an existing Opportunity, if the 'Update Opportunity Name with Document Name' option was unchecked it was still updating the Maximizer CRM Opportunity name with the QuoteWerks quote name. Now it will not, and it will also now show the existing Opportunity name from the Maximizer CRM Opportunity in the Create/Update Opportunity window. [Build: 6.06] | ||
| 173. For Zoho users, when updating an existing Deal, if the 'Update Deal Name with Document Name' option was unchecked it was still updating the Zoho Deal name with the QuoteWerks quote name. Now it will not, and it will also now show the existing Deal name from the Zoho Deal in the Create/Update Deal window. [Build: 6.06] | ||
| 174. For MS CRM users, when updating an existing Opportunity, if the 'Update Opportunity Name with Document Name' option was unchecked it was still updating the MSCRM Opportunity name with the QuoteWerks quote name. Now it will not, and it will also now show the existing Opportunity name from the MS CRM Opportunity in the Create/Update Opportunity window. [Build: 6.06] | ||
| 175. For Salesforce users, when updating an existing Opportunity, if the 'Update Opportunity Name with Document Name' option was unchecked it was still updating the Salesforce Opportunity name with the QuoteWerks quote name. Now it will not, and it will also now show the existing Opportunity name from the Salesforce Opportunity in the Create/Update Opportunity window. [Build: 6.06] | ||
| 176. For Zoho CRM users, when exporting a document to QuickBooks would receive 'getactivesheet' error, then a runtime 9 error. [Build: 6.06] | ||
| 177. When using QuoteWerks as your CRM, when a contact was retrieved into the quote, the SoldToPriceProfile would be set, but the prices in the quote would not be updated based on this SoldToPriceProfile. [Build: 6.06] | ||
| 178. On the Purchase Orders tab of the Purchasing window, the PO Items display area would not render if the VendorPartNumber contained an ampersand character.
[Build: 6.06] | ||
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