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Version 3.0 Build 26 Summary
Version 3.0 Build 26 Summary
| 33 New, 18 Fixes, and 10 Miscellaneous features Released on 11/19/2002 View all features/fixes from all builds of version 3.0  Download (17.9 MB) | ||
| New Features - Build 26 | ||
| 1. New interactive QuickBooks link using the new QuickBooks XML API is now available! This new link has many improvements over the old import/export iif type QuickBooks link. It is faster and easier to use. No more exporting files, then switching to QuickBooks to import the files. No more trying to figure out why a file would not import. QuoteWerks now creates the estimates, and invoices directly in QuickBooks, and automatically assigns the invoices the next available invoice number. No more guessing on names of accounts, any time you are asked to make a selection, the link will offer you choices. You can now perform exports of batches of quotes/orders/invoices all at once, so with a simple click multiple invoices can be exported all at the same time! The new link works with the USA versions of QuickBooks Pro/Premier/Enterprise 2002 and 2003. See a screenshot/video of this feature | ||
| 2. Support for GoldMine 6.0 | ||
| 3. Added support for CRM/Service software KnowTia. See www.knowtia.com for details. | ||
| 4. Updated version of QuoteWerks API now supports events that can be called in external applications like add-ons to notify the application of important events in QuoteWerks such as when a quote is saved, opened, created, converted, etc. The following events have been added: BeforeSaveDocument, AfterSaveDocument, BeforePrintDocument, AfterOpenDocument, BeforeConvertDocument, AfterConvertDocument, AfterNewDocument, BeforeRenameDocument, AfterRenameDocument, BeforeDeleteDocument, AfterDeleteDocument, AfterAppExit, BeforeContactSelection, AfterContactSelection. | ||
| 5. QuoteWerks can now automatically start/run addon applications that use the QuoteWerks API when QuoteWerks is started. In the site.ini file, there is support for a new section called [Addons], and the key Autorun1={AddonAppName.exe} will run that application. AutoRun1 through AutoRun10 are supported. | ||
| 6. Added Misc Access right CannotViewOthersDocuments. When this is set, a salesrep can only view his/her own documents from the File|Open menu no matter which search option is selected. Along the same lines when viewing the customer and/or product price history, only the documents owned by the sales rep will be included in the results. | ||
| 7. For GoldMine users, when creating a forecasted sale, the list of opportunities to associate the forecasted sale with will now include also any opportunities that the customer is linked to as an influencer. | ||
| 8. The File|Export to DTF file wizard has a new option "Export documents modified since last export" option. This takes away the guess work of remembering what date and time you last did an export when exporting quotes to send back to the main office, or out to remotes. | ||
| 9. For GoldMine SQL users with large databases, the performance of creating linked document records has been dramatically improved. Performance is also improved for GoldMine Dbase users. The performance of related activities such as converting a quote to an order or invoice, and renaming a document is also improved since these activities often involve manipulation of the linked document records. | ||
| 10. For GoldMine SQL users with large databases, the performance of scheduling Callbacks has been dramatically improved. Performance is also improved for GoldMine Dbase users. The performance of related activities such as converting a quote to an order or invoice, and renaming a document is also improved since these activities often involve manipulation of the callback records. | ||
| 11. For GoldMine SQL users with large databases, the performance of writing forecasted sales/opportunities has been dramatically improved. Performance is also improved for GoldMine Dbase users. The performance of related activities such as converting a quote to an order or invoice, and renaming a document is also improved since these activities often involve manipulation of the forecasted sale records. | ||
| 12. For GoldMine SQL users with large databases, the performance of writing profile/detail records has been dramatically improved. Performance is also improved for GoldMine Dbase users. The performance of related activities such as converting a quote to an order or invoice, and renaming a document is also improved since these activities often involve manipulation of the profile/detail records. | ||
| 13. The grid columns in the configurator when resized, now retain those resized settings. | ||
| 14. On the File Open window, the DocStatus text box is now a drop-down list box that automatically populates with different values based on which DocType is selected. | ||
| 15. On the File Open window, there is now a [Reset] button used to clear previous search values that you just entered. | ||
| 16. On the Product Lookup window, there is now a [Reset] button used to clear previous search values that you just entered. The previous way to clear these values was to press the esc key. Pressing the esc key now closes the window. | ||
| 17. Added spell check, cut, copy, and paste icons to the Send Email window. | ||
| 18. Added new Tools|Spelling menu with a shortcut key of F7. QuoteWerks 3.0 has always had spell checking features activated by pressing F7, but now there is a menu for it too. | ||
| 19. Added FaxExt field for a fax extension field for the QuoteWerks contact database. Also added an AccountNumber field to be used to store an account number assigned to this customer in the QuoteWerks contact database. | ||
| 20. QuoteWerks contact database fields can now be used with the DataLink feature to control what field in the quote the AccountNumber field in the QuoteWerks contact record is copied into. The Notes field can also be coped into a field in the quote. | ||
| 21. The print layouts now support multiple detail sections that print based on a filter criteria that you specify, so based on information in the line item, the line can print in completely different formats. | ||
| 22. Added new command line option to open a quote using its document number (/o:AAAQ1001) | ||
| 23. Added new DocumentItems macro logical fields DocumentItems->&LineAttributeExclude, DocumentItems->&LineAttributeHidePrice, DocumentItems->&LineAttributeDontPrint, DocumentItems->&LineAttributeGroupMember, DocumentItems->&LineAttributeOption, DocumentItems->&LineAttributeAltIsOverided, and DocumentItems->&LineAttributePrintPicture. These fields can be used now to determine when printing if a line item has these individual attributes. Now that this can be determined, you can create formula fields that print or do not print information based on the attributes. | ||
| 24. When selecting the Insert|Data Field menu in the layout designer, the default table would always be DocumentHeaders. Now, it defaults to the table that you last selected a field from. | ||
| 25. The login window now always stays on top of all other windows so that it never gets "lost" behind other windows. | ||
| 26. When creating a new GoldMine opportunity using QuoteWerks, you can now specify the starting date of the opportunity instead of it defaulting to the close by date. | ||
| 27. Added new cover page macros &DI_&Line1ManufacturerPartNo, &DI_&Line1VendorPartNo, and &DI_&Line1Description. These can be used to display the respective information on a cover page or literature document for the first line item in the quote. | ||
| 28. Added new print layout DocumentItems macro fields DocumentItems->&Line1ManufacturerPartNo, DocumentItems->&Line1VendorPartNo, and DocumentItems->&Line1Description. These can be used to display the respective information in any position in the print layout such as a footer section for the first line item in the quote. | ||
| 29. The medic utility can now repair and compact the security.mdb database that previously could not be repaired and compacted by the user because it is a password protected database. | ||
| 30. When importing multiple xml files from the File|Import menu, instead of being prompted with a message box saying import complete for each file imported, you will now see only one window displaying the status of each file imported. | ||
| 31. The advice window used in many areas of QuoteWerks that says "On the next window, select.." before allowing you to select an item now has a "Don't display this window again" option. | ||
| 32. When searching for a GoldMine contact from within QuoteWerks, if you choose to display secondary contacts, your selection will be remembered for your next search. | ||
| 33. Pressing the escape key while on any window with a close or cancel button will now close the window. | ||
| Misc Features - Build 26 | ||
| 1. Removed support for link to Merisel offline price database since Merisel no longer provides the offline price database. | ||
| 2. When selecting a folder to look in for importing xml files, the list of files for that folder did not display xml files. | ||
| 3. Removed "compact database after importing" option from Contact Import Wizard. This operation can be performed in the Medic Utility. | ||
| 4. When a print layout file is in use/locked by a server for more than a reasonable amount of time, a runtime error 70 permission denied error would happen when selecting the File|Print menu. Now, that error is trapped for. | ||
| 5. When refreshing the price of a line item in the quote, and the vendor selected for the item is Tech Data or Ingram Micro, and you are linking to the external Tech Data or Ingram Micro product database, and the price modifier for the item is empty, the UnitPrice will no longer be set to 0.00. This would happen because there is no UnitPrice field in the Tech Data and Ingram Micro databases. | ||
| 6. When in demo mode, the welcome screen had hyperlinks to the website that would somtimes launch unexpectedly. | ||
| 7. When bundle or configuration items are added to the document, the DocumentItem tabs receives focus. | ||
| 8. Added autocorrect feature to fix ACT! 6.0 problem where it registers a shared mail control into its private folder. | ||
| 9. Moved demo welcome screen to display after QuoteWerks is running instead of before. | ||
| 10. After adding the results of a configuration to a document, you no longer have to click on a window that says they have been exported. | ||
| Fixes - Build 26 | ||
| 1. When selecting a GoldMine secondary contact from the Contact Lookup window, and the secondary contact had a 1 line address, and the primary contact had a 2 line address, the primary contact line2 would be incorrectly copied to line2 of the additional contacts address. | ||
| 2. Rare Invalid procedure call error when importing a dtf file from the File|Import Document menu. | ||
| 3. In rare cased where the user had the edit product window open, and double-clicked on a link in a contact manager to open a quote would generate a run-time error. | ||
| 4. When selecting File|Exit or closing the main window, and a quote template was open and had changes, you would be prompted to save the quote template, and after the quote template was saved, QuoteWerks would not exit. | ||
| 5. When converting a quote to an order in ACT, sometimes the sales opportunity would not be converted to a completed sale. | ||
| 6. When editing a % charge line item by selecting the Edit|Item Properties menu, and changing the taxable setting, the setting would not be changed. | ||
| 7. When editing a report filter, and clicking on the [Save and Preview] button, a message may have incorrectly said that a table referred to in the layout was not included in the filter. | ||
| 8. When selecting the CTRL-A key combination and the current workbook tab was not the Document Items tab, and error would occur. | ||
| 9. When a simple configuration contained a grouped bundle, all the items selected after the grouped bundle would incorrectly become part of the grouped bundle when it was added to the quote sheet. | ||
| 10. In rare cases, when printing a picture for each item in the quote, the picture for the last line item on the first page of the quote, printed again past the margin. | ||
| 11. When creating a new root folder in a native product database and then immediately clicking on the [New] button, and selecting the "Based on Customer/Product Profile" pricing method an error would occur. | ||
| 12. When a real-time licenses was automatically reserved for a user, that license lock was also counting against the normal licenses account, effectively using two licenses per user instead of one. | ||
| 13. When searching for a contact company name or last name in the QuoteWerks contact database, and the company name or last name contained an apostrophe, an error would occur when clicking on the [Find] button. | ||
| 14. When clicking on the [Remove Link] button from the Ingram Micro, Merisel, or Tech Data tab of the Products|Setup Product Databases menu, all the native product databases would temporarily disappear until you restarted QuoteWerks. | ||
| 15. If all quote workbooks are closed, and the product lookup window was left open, and you right clicked on the product lookup results, an error would occur. | ||
| 16. Copy and Cut issue with Windows 2000 and XP machines when selecting the Edit|Copy or Edit|Cut menus and then going into a different application like notepad to paste, only the first data that was copied into the clipboard would be pasted. | ||
| 17. Rare issue when GoldMine ACCOUNTNO field contained a double quote symbol. | ||
| 18. When exporting document to Peachtree, if the line item attribute of Print Picture was set, the line item would not be included in the export. | ||
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