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Version 24. Build 4.16 Summary
16 New, 40 Fixes, and 2 Miscellaneous features Released on 10/22/2024
View all features/fixes from all builds of version 24.

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New Features - Build 4
 1. HaloPSA integration! The integration with HaloPSA includes the ability to search for clients, Users, create/update Opportunities, create/update Quotes and upload quote attachments to HaloPSA. DataLink is supported for Clients, Users, Opportunities, Quotes, LineItems, and incldues the ability to retrieve the aggregate Sales Tax Rate from HaloPSA. The HaloPSA Product Database is available as a Product Data Source. You can attach files to the HaloPSA 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 SoldToContact, ShipToContact, or BillToContact in HaloPSA, a link on the Links tab that you can click to view the HaloPSA Opportunity in HaloPSA, also there is a link on the tab to view the HaloPSA Quote in HaloPSA. Additionally, emails sent from QuoteWerks are logged in the HaloPSA Opportunity Progress tab. The Corporate Edition of QuoteWerks is required to integrate with HaloPSA. [Service Release: 4.10]

 2. GoldMine 2024.3 is now supported! [Service Release: 4.10]

 3. For QuoteValet users, the QuoteValet Setup window in QuoteWerks Desktop is now web-based and shared with QuoteWerks Web. This provides for a modern web interface with improvements, especially for setting up the QuoteValet Notifications. [Service Release: 4.10]

 4. For QuoteValet users, it is now possible to enable and configure DKIM for automated emails sent out from the QuoteValet notification service. Enabling this option will help to ensure proper email delivery when QuoteValet notifications are configured to originate from your company's domain name. [Service Release: 4.10]

 5. For Zoho CRM users, you can now create Deals for an Account that does not have any contacts. [Service Release: 4.10]

 6. For SQL users, especially Aspire Hosted DB customers, after making changes to users, or groups, or User Preferences on the User Maintenance window, or after changes to the QuoteValet Setup window, the speed of the synchronizing process with QuoteValet is massively improved. [Service Release: 4.10]

 7. For SQL users, especially Aspire Hosted DB customers, massive speed increase when clicking on the OK button on the User Preferences window, either from Tools->My Preferences or from the User Maintenance window. [Service Release: 4.10]

 8. For SQL users, especially Aspire Hosted DB customers, massive speed increase when clicking on the OK button on the Tools->Options window. Also when clicking OK on the Real-time Setup window. [Service Release: 4.10]

 9. For Hubspot CRM users, the files api was updated to version 3. [Service Release: 4.10]

 10. For Hubspot CRM users, data integrity changes were made for the upcoming Hubspot changes taking place January 6, 2025. [Service Release: 4.10]

 11. For QuoteWerks built-in Contact Database users, added the Address1 column on the Contacts tab of the Edit Company window. [Service Release: 4.10]

 12. For DataLink users, when creating a new DataLink Mapping, after selecting the action, the current CRM will now be automatically selected by default. [Service Release: 4.10]

 13. GoldMine 2024.4 is now supported! [Service Release: 4.12]

 14. For HaloPSA users, you can now select the ticket type on the Opportunity window. [Service Release: 4.16]

 15. For HaloPSA users, you can now select a default ticket type on the HaloPSA Settings window. [Service Release: 4.16]

 16. For HaloPSA users, selecting a ticket type will now only show the statuses available for that ticket type. [Service Release: 4.16]

Misc Features - Build 4
 1. Maximizer CRM Live (Web) integration has been removed from QuoteWerks Desktop. [Service Release: 4.10]

 2. Added more logging to the Build 4 QWContacts to CRMCompanies data conversion process. [Service Release: 4.10]

Fixes - Build 4
 1. For QuoteWerks built-in Contact Database users, when setting up a DataLink the PriceProfile and AccountRep fields were incorrectly displayed as being Company fields when in fact they are Contact fields. [Service Release: 4.10]

 2. For QuickBooks Online Users with the Global version of QuickBooks Online, if shipping was taxable in QuoteWerks when sending a document to QuickBooks, an error would be returned "Business Validation Error: Select a tax code for the shipping line." and the document would not be created in QuickBooks Online. [Service Release: 4.10]

 3. For Zoho CRM users, creating a Deal with a contact without an account would cause an invalid query formed error. [Service Release: 4.10]

 4. For Act for Web! users, creating an opportunity would cause an Object Reference Error if the "Opportunity Competitors" datatype was changed in the Act for Web! settings. [Service Release: 4.10]

 5. For Autotask users, having a custom field on the Autotask Services and performing a Product Lookup search would cause an Object doesn't support this property or method error message. [Service Release: 4.10]

 6. For Product Content Subscribers, using TD SYNNEX Europe, the "TD SYNNEX" distributor pricing option was not appearing in the Etilize Panel. [Service Release: 4.10]

 7. For UPS users, the production url was not being used for retrieving the shipping rates. [Service Release: 4.10]

 8. When changing the value, and pressing enter in a the unit cost cell on the Document Items grid, and you were on the last row of the grid, and the Item Cost Assistant was configured to display, would receive an error about a modal window. [Service Release: 4.10]

 9. For QuoteWerks Built-in Contact Database users, when clicking on the Contact Search Button and moving the "P" / Primary Contact designator column on the lookup to the first position, closing the search window, and searching again, will receive a Run Time Error '35604' - "The first column in a ListLiewControl must be left aligned." QuoteWerks then terminates. [Service Release: 4.10]

 10. For QuoteValet users, when the logged in user is uploading a quote that has a different Sales Rep than the logged in user to QuoteValet would receive error "Error in GetUserDoubleVar, Array user 'XXXXX' does not match user 'YYYYY' requested!" [Service Release: 4.10]

 11. For QuoteWerks Built-in Contact Database users, when cloning a contact on the Edit Company window, the list of contacts would not be refreshed to show the newly cloned contact. [Service Release: 4.10]

 12. For API users, using the DocFunctions.SetDocumentHeaderValue method to set "LocalTaxRate" or "GSTTaxRate" was not recalculating the tax. [Service Release: 4.10]

 13. QuoteValet Activity Email Notifications were setup with CC and BCC entries but the notifications were not being sent. [Service Release: 4.10]

 14. When dbl-clicking on a Bundle in the Bundles window to add the bundle to the quote, if the Bundle contained items from external sources like ConnectWise the Bundle Items display was still loading when the dbl-click was received causing QuoteWerks to terminate. [Service Release: 4.10]

 15. When clicking on a Bundle in the Bundles window, the list of Bundle Items was getting loaded twice. [Service Release: 4.10]

 16. When creating a new Bundle or Configuration would receive an error about ""You can only Edit one bundle/configuration at a time". [Service Release: 4.10]

 17. When clicking on the File->Print menu, and there was no Tenant Account Number would receive error "Error in InitializeOrUseCloudSettings. This requires an Aspire Tenant Account and Password" [Service Release: 4.12]

 18. For QuickBooks Online Integration subscribers, when exporting an item to a QuickBooks Online Document where the mapping for Description and Purchasing Description were the same field, the Purchasing Description would be blank. [Service Release: 4.12]

 19. For QuickBooks Online Integration subscribers, Document Header macros for CustomerText01 - CustomText28 would return empty values. [Service Release: 4.12]

 20. For HaloPSA users, when doing a Contact Lookup search certain Clients or Users could return an error. [Service Release: 4.12]

 21. For HaloPSA users, the Team value was not being set when creating an Opportunity. [Service Release: 4.12]

 22. For HaloPSA users, some users with HaloPSA On-Premise would receive a HaloPSA failed authentication message after entering their credentials and clicking Test Connection on the HaloPSA Setup window. [Service Release: 4.12]

 23. For HaloPSA users, if the QuoteWerks Logged in User setting was set for the Default Record Owner, the QuoteWerks logged in user was not correctly mapping the HaloPSA user. [Service Release: 4.16]

 24. For HaloPSA users, DataLink fields are now sorted alphabetically with custom fields added at the bottom. [Service Release: 4.16]

 25. For HaloPSA users, DataLink fields are now sorted alphabetically with custom fields added at the bottom. [Service Release: 4.16]

 26. For HaloPSA users, the Macro Tester feature found under Contacts -> Macro Tester is now working. [Service Release: 4.16]

 27. For HaloPSA users, DataLink fields were updated for Clients to include the current list of available fields from the HaloPSA Api. [Service Release: 4.16]

 28. For HaloPSA users, Quotes were not able to be created due to a HaloPSA API issue. [Service Release: 4.16]

 29. For HaloPSA users, date fields Quotes were not able to be created due to a HaloPSA API issue. [Service Release: 4.16]

 30. For HaloPSA users, when saving a Quote a second time, if your Windows PC date is set to dd/mm/yyyy, the date is being shown in the format as mm/dd/yyyy. [Service Release: 4.16]

 31. For MS CRM users, if the QuoteWerks Logged in User setting was set for the Default Record Owner, the QuoteWerks logged in user was not correctly mapping the MS CRM user. [Service Release: 4.16]

 32. For Hubspot CRM users, if the QuoteWerks Logged in User setting was set for the Default Record Owner, the QuoteWerks logged in user was not correctly mapping the Hubspot CRM user. [Service Release: 4.16]

 33. For HaloPSA users, some users were receiving a security protocol is not supported error message when selecting HaloPSA from the Contact Manager Setup window. [Service Release: 4.16]

 34. For HaloPSA users, some ticket types were not being shown. You can now select the Opportunity ticket type among others now added as a default Ticket Type option on the HaloPSA Setup window and the Opportunity window. [Service Release: 4.16]

 35. For HaloPSA users, unlinking an existing Opportunity on the Opportunity window would not show the new Opportunity textbox. [Service Release: 4.16]

 36. For HaloPSA users, some DataLink types were not returning a value such as drop down lists. [Service Release: 4.16]

 37. For Hubspot CRM users, custom fields with data values that had currency symbols were returning 0. [Service Release: 4.16]

 38. For HaloPSA users, existing Opportunities were showing 0 on the probability field on the Opportunity form. [Service Release: 4.16]

 39. For HaloPSA users, custom fields with data values that had currency symbols were returning 0. [Service Release: 4.16]

 40. Would receive error in SystemSetting_GetEx(), SectionName='HubSpotCRM UserName Mappings',KeyName='' You must specify SectionName, AND KeyName values!, when using a CRM integration that had a DefaultRecordOwner option. [Service Release: 4.16]

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