407-248-1481
QuoteWerks Update Center
example: QuoteValet "payment option" -deposit
Version 5.5 Build 1.15 Summary
Version 5.5 Build 1.15 Summary
| 96 New, 56 Fixes, and 9 Miscellaneous features Released on 11/05/2019 View all features/fixes from all builds of version 5.5  Download (79.0 MB) See a video showcasing the new features. | ||
| New Features - Build 1 | ||
| 1. SugarCRM 9.2 is now supported! [Service Release: 1.07] | ||
| 2. ConnectWise 2019.5 is now supported! [Service Release: 1.07] | ||
| 3. Goldmine 2019.1 is now supported! [Service Release: 1.07] | ||
| 4. QuickBooks Desktop 2020 USA and Canada is now supported! [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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". [Service Release: 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". [Service Release: 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). [Service Release: 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 [Service Release: 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%! [Service Release: 1.07] | ||
| 13. Grouped Bundles can now be setup with Custom fields CustomText01-20, CustomMemo01-05, CustomNumber01-05, and CustomDate01-02. [Service Release: 1.07] | ||
| 14. Grouped Bundles now support the ability to include a picture for the header line of the group! [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 1.07] | ||
| 18. Grouped Configurations can now be setup with Custom fields CustomText01-20, CustomMemo01-05, CustomNumber01-05, and CustomDate01-02. [Service Release: 1.07] | ||
| 19. Grouped Configurations now support the ability to include a picture for the header line of the group! [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 1.07] | ||
| 23. All the "&PreparedBy" macros are now available for use in QuoteValet HTML templates. [Service Release: 1.07] | ||
| 24. For SugarCRM users, QuoteWerks now supports the "Ultimate" edition. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 1.07] | ||
| 31. The layout designer (fpc files) now supports DocumentHeaders->&SoldToFirstName, DocumentHeaders->&SoldToLastName, DocumentHeaders->&ShipToFirstName, DocumentHeaders->&ShipToLastName, DocumentHeaders->&BillToFirstName, DocumentHeaders->&BillToLastName. [Service Release: 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. [Service Release: 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. [Service Release: 1.07] | ||
| 34. On the Open Document window added 2 more "Search Item" areas bringing the total to 3 "Search Item" filters. [Service Release: 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" [Service Release: 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" [Service Release: 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. [Service Release: 1.07] | ||
| 38. The Edit->Change Line now supports changing a line type to a Section Header. [Service Release: 1.07] | ||
| 39. The line type of "Section Header" can now be specified for Required Items, Bundle Items and Configuration Items. [Service Release: 1.07] | ||
| 40. You can now search the QuoteWerks Contact Database by First Name. [Service Release: 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". [Service Release: 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 | ||
| 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. [Service Release: 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. [Service Release: 1.07] | ||
| 45. Added new macros &DI_&Line1Vendor, and &POVendorName which are available for use in email subject lines and the email body. [Service Release: 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!. [Service Release: 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. [Service Release: 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. [Service Release: 1.07] | ||
| 49. For Act! users, when creating the Act! Opportunity, you can now choose the Record Manager for the Opportunity. [Service Release: 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. [Service Release: 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.
[Service Release: 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)". [Service Release: 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...". [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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.
[Service Release: 1.07] | ||
| 64. For Autotask users, the Fulfillment Date can now be entered on the Opportunity window. [Service Release: 1.07] | ||
| 65. For Autotask users, version 1.6 of the Autotask API is now supported. [Service Release: 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 [Service Release: 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". [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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 [Service Release: 1.07] | ||
| 78. On the Misc tab of Tools->My Preferences menu, added new Document Search Default of "DocumentsPreparedByMe". [Service Release: 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. [Service Release: 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. [Service Release: 1.07] | ||
| 81. On the Save File Window there is now a [Up one folder] button. [Service Release: 1.07] | ||
| 82. On the Inbox tab of the QuoteValet Dashboard the "Show activity" checkbox will now remember the setting per user.
[Service Release: 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. [Service Release: 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. [Service Release: 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.
[Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 1.10] | ||
| 90. ACT! version 22 is now supported! [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 1.14] | ||
| 96. Maximizer CRM v17.4 now supported! [Service Release: 1.15] | ||
| Misc Features - Build 1 | ||
| 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. [Service Release: 1.07] | ||
| 2. In certain scenerios, the text "This e-mail sent c/o..." would be inserted into emails. This feature has been removed. [Service Release: 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. [Service Release: 1.07] | ||
| 4. For ConnectWise Manage users, the Create/Update ConnectWise Opportunity window is vertically smaller.
[Service Release: 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.
[Service Release: 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. [Service Release: 1.12] | ||
| 7. For Ingram Micro customers in the Netherlands, increased TransactionClassifier to 2.0 for Pricing & Availability calls.
[Service Release: 1.14] | ||
| 8. Activated beta testing support for ACT! for Web version 22. [Service Release: 1.15] | ||
| 9. The "search for" text box on the Quick Lookup bar was widened. [Service Release: 1.15] | ||
| Fixes - Build 1 | ||
| 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. [Service Release: 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. [Service Release: 1.07] | ||
| 3. E-mail attachments casing were being forced to lower case when sending emails with attachments from SMTP or Outlook email integration. [Service Release: 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. [Service Release: 1.07] | ||
| 5. The &APP_&LoggedInUserPhoneWithExtA macro was incorrectly combining the Phone and Ext of the logged in user and company registration information. [Service Release: 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. [Service Release: 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. [Service Release: 1.07] | ||
| 8. For SugarCRM users, creating a Product Line Item with a price of 0.00 would cause a Runtime error 13. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 1.07] | ||
| 14. For Maximizer users, the Data Link was was not working for company fields. [Service Release: 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. [Service Release: 1.07] | ||
| 16. For Salesforce.com users, the date field shortcut keys were added back to the Opportunity window. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 1.07] | ||
| 22. For Autotask users, the date field shortcut keys were added back to the Opportunity window. [Service Release: 1.07] | ||
| 23. For Autotask users, the date field shortcut keys were added back to the Quote window. [Service Release: 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. [Service Release: 1.07] | ||
| 25. When new Groups were added under Utilities->User Maintenance, they would not appear on the User Properties window. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 1.07] | ||
| 33. For Autotask users, opening an older quote that has not been closed could give you a date error message. [Service Release: 1.07] | ||
| 34. For SugarCRM users, re-saving an existing Opportunity was setting the probability to 0. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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". [Service Release: 1.09] | ||
| 39. For SugarCRM users, multiple quantity line items from QuoteWerks were not being converted to Revenue Line Items correctly in SugarCRM. [Service Release: 1.09] | ||
| 40. QuoteWerks Update Key Validator, SSL security error, if you had implemented the TLS 1.2 only for SQL. [Service Release: 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. [Service Release: 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.
[Service Release: 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".
[Service Release: 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. [Service Release: 1.10] | ||
| 45. On the Custom Tab of the Quote WorkBook the CustomMemo01, CustomMemo02, CustomMemo03, and CustomMemo04 fields were being truncated at 255 characters. [Service Release: 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. [Service Release: 1.11] | ||
| 47. For ConnectWise Manager users, the "Enable Drop Ship Option on Purchase Orders" checkbox was not getting remembered. [Service Release: 1.12] | ||
| 48. On the E-Mail Template Manager window, on the Templates and Snippets tabs, the [Edit html] toolbar button was cut off. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 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. [Service Release: 1.15] | ||
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