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Version 4.0 Build 15 Summary
13 New, 9 Fixes, and 2 Miscellaneous features Released on 12/08/2005
View all features/fixes from all builds of version 4.0

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New Features - Build 15
 1. For Outlook users. Outlook has this behavior of setting the contact country to the country that you are in whenever you enter a new contact into Outlook and do not specify a country. There is now an option "Leave country blank if the country is:" on the Contacts|Setup Contact manager menu. Use this option to enter in the country name that you do not want to have pulled into QuoteWerks when you select the contact for use in the quote. For example, if you live in the United States of America you might not need to pull the country for the contact since you are in the same country as they are.

 2. On the MS CRM follow up call window added F2 Lookup support for the Category and Sub-Category fields so that you can maintain a list of possible selectsion for those fields.

 3. When using the QuickBooks link on the Create Item window, the item description is now displayed for reference.

 4. When using the QuickBooks link on the Create Item window and creating an "Inventory Part", the last accounts used for Asset and COGS is now used as the default for the next item that is created.

 5. On the Product Lookup window, you can now sort the columns by clicking on the column header in addition to selecting a field from the Sort By drop down. Not all fields are listed in the Sort By drop down, so by clicking on the column header you can sort by any field in the grid. You can also click a second time to reverse sort.

 6. On the File|Open window, you can now now sort the columns by clicking on the column header in addition to selecting a field from the Sort By drop down. Not all fields are listed in the Sort By drop down, so by clicking on the column header you can sort by any field in the grid. You can also click a second time to reverse sort.

 7. In the site.ini file under the [Addons] section, for the AutoRunX keys, there is now a macro named %ProgramFiles%. You can use this macro to refer to the "Program Files" folder path wherever it may be located.

 8. The macro field %ProgramFiles% can now be used in the menuopts.add file. This enables you to create custom menus under the Tools menu that performs actions such as opening a document or running an external program. With this new macro field the program could be installed on a different drive letter on different machines. Using the %ProgramFiles% macro will determine what drive the "Program Files" are on and will supply the correct path. For example you can start an external program like "%program files%\CustomApp\apiap.exe".

 9. For API users, added the 3rdPartyLinkName and 3rdPartyLinkDescription keys under the [Contact Managers] section of the site.ini. Setting these values will cause the (None) contact manager setting under the Contacts|Setup Contact Manager menu to instead display the name of the contact management link you have created like "Our CRM (3rd party). The 3rdPartyLinkDescription key lets you enter in text describing the features of the link and will be displayed on the Setup Contact Manager window.

 10. On the Layout tab of the File|Print window, pressing F5 while on the layouts list will re-load the list of layouts. This is useful if you have copied a new layout into the QuoteWerks installation while QuoteWerks was running. Similarly this also works for the Cover Page tab and the Literature tab.

 11. Under the Reports menu pressing F5 while on the reports list will re-load the list of reports. This is useful if you have copied a new report into the QuoteWerks installation while QuoteWerks was running.

 12. Under the File|Open menu, pressing F5 while on the documents list will re-load the list of documents. This is useful if you or a colleague have opened one of the documents and have saved changes that would affect whether or not the document should still be in the list based on the filtering and sorting.

 13. The Edit|Convert to Group menu now has a keyboard shortcut CTRL-G.

Misc Features - Build 15
 1. If you are not using the Corporate Edition and you select the MS CRM entry on the Contacts|Setup Contact Manager window, all the MS CRM options are now disabled.

 2. Changed the default QuickBooks link part number field mapping from VendorPartNumber to ManufacturerPartNumber.

Fixes - Build 15
 1. When running the Merge Remote documents feature through the command line, now the MS CRM attachments are downloaded from MS CRM before the Merge Process is run.

 2. In the Activity Scheduler, if you selected to Merge Remote Documents and you are using MS CRM, now it will ask you if you want to download the attachments from MS CRM before merging the remote documents.

 3. If the MS CRM link was not installed and QuoteWerks tried to install it from the Contacts|Setup Contact Manager menu would receive an error that it could not find QWMSCRMInt.msi

 4. Error introduced in build 14. When doing a File|Save As on an existing document, a new document number would not be assigned.

 5. The Enable Add Item Assistant feature would be enable although the checkbox on the Misc. tab of the Tools|My Preferences menu would not be checked.

 6. When copying a line item and then inserting a blank line item or performing a similar operation that created a new line item in the quote, the line item that was copied is lost.

 7. Error in GetDynNumFld, field = 'PST Tax' when inserting a document using the File|Insert Document menu.

 8. "Error 9 subscript out of range" when printing or previewing a product database management report in the event that the product database no longer exists.

 9. When setting up the QuickBooks link if you choose to have QuoteWerks create a mapping part number for you in QuickBooks and you have selected the "I do not charge tax" option, would receive an error if you had not completed the tax code mappings.

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