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Version 25. Build 1.02 Summary
12 New, 2 Fixes, and 1 Miscellaneous features Released on 11/21/2024
View all features/fixes from all builds of version 25.

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New Features - Build 1
 1. HaloPSA integration official release! The integration with HaloPSA includes the ability to search for clients, Users, create/update Opportunities, create/update Quotes and upload quote attachments to HaloPSA. Recurring Items are supported. 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: 1.01]

 2. For Ingram Micro users in the USA and Canada, the Online Ordering integration has been rewritten using JSON rather than XML. We've done this in part because Ingram is sunsetting the XML API at the end of 2024, and also because the new JSON API offers some much better functionality addressing long standing issues. This updated integration functionality includes (1) In the XML API for Ingram Micro, Order Types could not be combined (such as orders that required end user information and those that did not). They can now be combined ensuring an ordering process. (2) Requesting current Pricing and Availability (P&A) from the Online Order form is significantly faster. (3) When entering Pricing Override notes on a PO Item, the notes will be remembered if P&A is requested again. (4) The Online Order Form is now resizable. The XML API is no longer supported in QuoteWerks, so you will be required to obtain JSON oAuth credentials from Ingram Micro if you do not already have them (https://developer.ingrammicro.com) and enter them in QuoteWerks in order to continue placing Online Orders with Ingram Micro. [Service Release: 1.01]

 3. SugarCRM 14.2 is now supported! [Service Release: 1.01]

 4. Customers can now self service their payment details for their QuoteWerks subscriptions through QuoteWerks Desktop and through QuoteWerks Web. In QuoteWerks Desktop, on the License Manager window, there is now an [Edit Account Payment Details] button with a tooltip of "Manage your subscription payment details". You can use this to update or delete your credit card used for your monthly or annual subscriptions. Users with Master Rights will have access to this and also users who have been granted the Misc Access right of"CanModifyAccountPaymentMethods'. In QuoteWerks Web this Payment Center can be accessed through the upper right menu, Account->Payment Details. Additionally, when your recurring subscription payments are processed, when you receive the billing email about the declined card, there will be a link to follow to easily update your payment details. [Service Release: 1.01]

 5. For QuoteValet users that collect credit card payments, Clover has been added to the list of supported payment gateways. [Service Release: 1.01]

 6. On the SoldTo/ShipTo/BillTo tab there is now a new hamburger toolbar drop down menu button with the option to "Display in Google Maps" to display the address in Google Maps. [Service Release: 1.01]

 7. Paste Contact from Windows Clipboard! You can now copy a selection of text including Company Name, Contact Name, Address, Phone and Email into the Windows Clipboard and then Paste it into the Sold To/ Ship to/ Bill to fields using the new [Paste Contact from Clipboard] toolbar button. Different text formats are supported. Can be a single line address like "4901 Vineland Rd, Suite 205, Orlando, FL 32819 USA". Can also be something like: 4901 Vineland Rd, Suite 205, Orlando, FL 32819 USA Phone: 407-248-1481 Email: sales@quotewerks.com or multiple lines like Aspire Technologies, Inc John Lewe 4901 Vineland Rd Suite 205 Orlando, FL 32819 USA Phone: 407-248-1481 Email: sales@quotewerks.com Address, Phone, Email fields will always be replaced with what is in the clipboard. The Company and Contact fields in the quote will only be replaced with clipboard data if there are values for these two fields. The Title field will always be cleared. [Service Release: 1.01]

 8. For Autotask users, Opportunities can now be linked to a Project on the Create/Update Opportunity window. [Service Release: 1.02]

 9. For HaloPSA users, when a user is part of multiple sites, the Select Site Location window will now default to the site shown on the Lookup contact window. [Service Release: 1.02]

 10. For HaloPSA users, you can now map the QuoteWerks Item Type to the HaloPSA Product Group. This option can be found on the HaloPSA Setup under the Product Group Mapping section. [Service Release: 1.02]

 11. For HaloPSA users, you can now decide if you want to pass over individual group items for grouped bundles. The option is located on the HaloPSA Setup under the Opportunity section. [Service Release: 1.02]

 12. For HaloPSA users, the StateProvince can now be mapped to an Address Line. [Service Release: 1.02]

Misc Features - Build 1
 1. For group member line items, the ExtendedPrice field in the DocumentItems table has always been further extended by the grouped bundle quantity. Now, the SalesTax field will be further extended the same way. [Service Release: 1.01]

Fixes - Build 1
 1. For GMail users, received error Error Retrieving Auth Code from Google: [GMAIL_ReturnAccessAndRefreshToken] 'UserGuid' node must contain a value. [Service Release: 1.01]

 2. When doing an Etilize Search and had the option to show other external Product Data Sources in the Product Sourcing panel would receive an error about CRMX. [Service Release: 1.02]

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