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QuoteWerks Update Center
example: QuoteValet "payment option" -deposit
158 Search results for ACT!
See a screenshot of this feature
See a screenshot of this feature
158 Search results for ACT!
Version: 24.0 Build: 1.08 Release Date: 01/19/2024 Type: New View All Features in Build
Act! For Web 25.2 is now supported!Version: 24.0 Build: 1.01 Release Date: 11/30/2023 Type: New View All Features in Build
Act! For Web 25.100 is now supported!Version: 23.0 Build: 5.10 Release Date: 08/23/2023 Type: Misc View All Features in Build
For QuoteValet and Act Desktop users, when opening a quote that was uploaded to QuoteValet, if the GrandTotal of the document was different in the database than QuoteValet (because the customer changed options), this would trigger an update of the Act! Opportunity if one exists. Now, if there was no SoldToOpportunityRecIID then initializing the Act! integration is skipped resulting in a time savings.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: Fix View All Features in Build
For ACT! for Web users, if a quote was uploaded to QuoteValet and a customer accepted the quote and chose to convert the Quote to an Order and there was no existing opportunity for this quote and the Opportunity Completion Mode was set to NeverComplete, the Opportunity window was being displayed and should not have been displayed.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: Fix View All Features in Build
For ACT! Desktop users, if a quote was uploaded to QuoteValet and a customer accepted the quote and chose to convert the Quote to an Order and there was no existing opportunity for this quote and the Opportunity Completion Mode was set to NeverComplete, the Opportunity window was being displayed and should not have been displayed.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: New View All Features in Build
For Act! Desktop users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user.Version: 23.0 Build: 4.06 Release Date: 06/09/2023 Type: New View All Features in Build
Act! for web v25.0 is now supported!Version: 23.0 Build: 4.06 Release Date: 06/09/2023 Type: New View All Features in Build
Act! v25 is now supported!Version: 23.0 Build: 2.09 Release Date: 04/13/2023 Type: Fix View All Features in Build
Addressed an issue with the Date/Time format for users with a Microsoft SQL 2019 and newer backend when integrating with ConnectWise PSA (formerly Manage), Kaseya BMS, Act! for Web, and QuickBooks Online.Version: 23.0 Build: 2.01 Release Date: 03/03/2023 Type: New View All Features in Build
Act! for web v24.1 is now supported!Version: 5.7 Build: 4.11 Release Date: 09/21/2022 Type: Fix View All Features in Build
For Act! users, any linked resources under the Links tab were being added to the Opportunity when saved.Version: 5.7 Build: 4.11 Release Date: 09/21/2022 Type: Fix View All Features in Build
For Act! for Web users, any linked resources under the Links tab were being added to the Opportunity when saved.Version: 5.7 Build: 4 Release Date: 07/22/2022 Type: Fix View All Features in Build
For Act! for Web users, when searching for a full name on the Contact Lookup window with the Name option, no results would be displayed.Version: 5.7 Build: 4 Release Date: 07/22/2022 Type: Fix View All Features in Build
For Act! for Web users, if you linked a contact to the quote and then converted the quote to an order would receive the error "The Act! for Web opportunity record in the SoldToCMOpportunityRecID field is blank. Document link record could not be created."Version: 5.7 Build: 4 Release Date: 07/22/2022 Type: New View All Features in Build
For Act! for Web users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing sales opportunity, prompt to create a won opportunity."Version: 5.7 Build: 4 Release Date: 07/22/2022 Type: New View All Features in Build
For Act! for Web users, a new setting was added to the Setup Window for Opportunities. When checked, "Do not remove existing Companies and Contacts from Opportunities" will not remove any existing Companies or Contacts from the Opportunity. The SoldTo Contact will be added to the Opportunity as an additional Contact.Version: 5.7 Build: 3.16 Release Date: 06/22/2022 Type: New View All Features in Build
Completely redesigned Act! for Web integration. It no longer requires that you are self-hosted or the additional installation on your IIS server. QuoteWerks can now integrate directly with all versions of Act! that can be accessed through a browser. The integration with Act! for Web includes the ability to search for contacts, create/update Opportunities, create/update activities, and upload quote attachments to Act! for Web. DataLink is supported for Contacts, Companies, Opportunities and Opportunity Products. In the setup window for Act! for Web, the activities priority, ring alarm, duration, and details can have default settings. Attachments and activities can either be saved under the contact or opportunity. If a contact does not have an address, the company address location can be used. Additionally you can attach files to Act! for Web from the PDF Preview window, the Links tab, and the Print window. There is a button on the SoldTo/ShipTo tab to display the contact in Act! for Web, and also links on the links tab that you can click to view the SoldToContact, ShipToContact, BillToContact, and Opportunity in Act! for Web. Additionally, emails sent from QuoteWerks are logged in Act! for Web notes tab. Act! versions 21 and higher are supported with this new integration. The Corporate Edition of QuoteWerks is required to integrate with Act! for Web.Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: New View All Features in Build
For Act! users, in the Act! Setup in QuoteWerks, when on a Mapping Window, lists of the mappings can now be copied to the Windows Clipboard. If you double click on the left column header, you will be prompted if you want to copy the mapped pairs to the clipboard. If you double click on the right column header, you will be prompted if you want to copy all of the available mappings to the clipboard. Copying the available mappings to the clipboard is helpful, because you can use this data to import into F2 Lookup values including the ItemType in QuoteWerks.Version: 5.6 Build: 5.12 Release Date: 09/24/2021 Type: Misc View All Features in Build
Activated beta testing support for ACT! for Web version 24.Version: 5.6 Build: 5.10 Release Date: 09/03/2021 Type: New View All Features in Build
Act! v24 is now supported!Version: 5.6 Build: 3.25 Release Date: 04/19/2021 Type: New View All Features in Build
For ACT! users, the Opportunity Line Item field Name can now be written to ACT! with DataLinking from QuoteWerks.Version: 5.6 Build: 3.25 Release Date: 04/19/2021 Type: New View All Features in Build
For ACT! users, the Opportunity field Name can now be written to ACT! with DataLinking from QuoteWerks.Version: 5.6 Build: 3.19 Release Date: 03/24/2021 Type: New View All Features in Build
ACT! for Web version 23 is now supported!Version: 5.6 Build: 3.19 Release Date: 03/24/2021 Type: New View All Features in Build
ACT! Desktop version 23 is now supported!Version: 5.6 Build: 1.09 Release Date: 01/04/2021 Type: New View All Features in Build
The Act! Desktop search now remembers the last contact search method, either current contact, or search contact, per user.Version: 5.6 Build: 1 Release Date: 11/11/2020 Type: Fix View All Features in Build
For Act! users, when the 'Write a single summary line item into the Act! Opportunity' option is checked, the Opportunity total did not include the recurring line item amounts.Version: 5.6 Build: 1 Release Date: 11/11/2020 Type: Fix View All Features in Build
For Act! users, when the 'Write a single summary line item into the Act! Opportunity' option is checked, separate recurring line items were included in the Act! Opportunity.Version: 5.5 Build: 5.05 Release Date: 07/06/2020 Type: New View All Features in Build
ACT! for Web version 22 is now supported!Version: 5.5 Build: 2.01 Release Date: 01/08/2020 Type: Fix View All Features in Build
For Act! users, when converting to order, the Opportunity name would not get updated in ACT!.Version: 5.5 Build: 1.15 Release Date: 12/16/2019 Type: Fix View All Features in Build
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.Version: 5.5 Build: 1.15 Release Date: 12/16/2019 Type: Misc View All Features in Build
Activated beta testing support for ACT! for Web version 22.Version: 5.5 Build: 1.12 Release Date: 11/20/2019 Type: New View All Features in Build
ACT! version 22 is now supported!Version: 5.5 Build: 1.08 Release Date: 11/07/2019 Type: Fix View All Features in Build
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.Version: 5.5 Build: 1.07 Release Date: 11/5/2019 Type: Fix View All Features in Build
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.Version: 5.5 Build: 1.07 Release Date: 11/5/2019 Type: Fix View All Features in Build
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.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
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.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
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.
Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
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.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
For Act! users, when creating the Act! Opportunity, you can now choose the Record Manager for the Opportunity.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
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.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
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.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
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!.Version: 5.4 Build: 7.12 Release Date: 08/23/2019 Type: Fix View All Features in Build
For Act! users, a runtime error 13 would occur when clicking on the Test button on the Contact Manager tab of the Tools->My Preferences menu.Version: 5.4 Build: 8 Release Date: 08/28/2019 Type: Fix View All Features in Build
For Act! users, a runtime error 13 would occur when clicking on the Test button on the Contact Manager tab of the Tools->My Preferences menu.Version: 5.4 Build: 7.10 Release Date: 8/9/2019 Type: Fix View All Features in Build
For Act! users, the date field shortcut keys were added back to the Opportunity window.Version: 5.4 Build: 7.10 Release Date: 8/9/2019 Type: Fix View All Features in Build
For Act! users, the estimated close date was not being updated on re-saved Opportunities.Version: 5.4 Build: 7.06 Release Date: 8/5/2019 Type: Fix View All Features in Build
For Act! users, updating old Act! Opportunities could cause an record id was blank error message to appear.Version: 5.4 Build: 7.06 Release Date: 08/05/2019 Type: New View All Features in Build
For Act! users, when creating/updating the Act! Activity, the regarding field can now be changed on the activity window.Version: 5.4 Build: 7.03 Release Date: 7/24/2019 Type: Fix View All Features in Build
For ACT! users, the ForecastProbability setting was not being set as the default probability for new opportunitiesVersion: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ACT! users, we've added incremental auto migration of old data. Linking ACT! activities (Calls/Meetings/To-dos) to the ACT! opportunity instead of the ACT! contact and also linking the DTF file attachment to the ACT! Opportunity instead of the ACT! Contact is a major change. For all the existing quotes that have their Calls, Meetings, To-dos, and Attachments linked to the ACT! Contact, when you open the quote in QuoteWerks and choose to create/update these, QuoteWerks will find the existing records (by name), including the Opportunity and move them to all be under the same opportunity. In this process, their record ids will be saved into the quote so that they will no longer be linked using their name.Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For Act! users, when choosing a secondary contact to pull into the quote, the DataLink is now supported.Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ACT! users, when selecting a secondary contact, if no company, phone, fax, or country was specified for the secondary contact, these fields will be filled in with data from the main contact record.Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ACT! users, the contact search window now allows you to do a "Begins with" or "Contains" search for ACT! Contacts.Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ACT! users, To-dos that QuoteWerks creates in ACT! can now be renamed at any time inside of ACT!. The ACT! To-do will be located using a record id instead of the name.Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ACT! users, Meetings that QuoteWerks creates in ACT! can now be renamed at any time inside of ACT!. The ACT! Meeting will be located using a record id instead of the name.Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ACT! users, Calls that QuoteWerks creates in ACT! can now be renamed at any time inside of ACT!. The ACT! Call will be located using a record id instead of the name.Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ACT! users, Opportunities that QuoteWerks creates in ACT! can now be renamed at any time inside of ACT!. The ACT! Opportunity will be located using a record id instead of the name.Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ACT! users, you can now create a new ACT! Contact record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from ACT!. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature.Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ACT! users, bi-directional Data Linking is now supported for the ACT! Opportunity Items. Field information can be copied from QuoteWerks into the ACT! Opportunity Item and then fields can also be copied from the ACT! Opportunity Item into QuoteWerks. This happens when QuoteWerks creates or updates an ACT! Opportunity. This can be done on the Opportunity Item level with the EventAction of "CRMOppItem_CreateUpdate".
Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ACT! users, bi-directional Data Linking is now supported for the ACT! Opportunity Header. Field information can be copied from QuoteWerks into the ACT! Opportunity and then fields can also be copied from the ACT! Opportunity into QuoteWerks. This happens when QuoteWerks creates or updates an ACT! Opportunity. This can be done on the Opportunity level with the EventAction of "CRMOppHeader_CreateUpdate".
Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ACT! users, when creating/updating an ACT! Opportunity, there is now an Attachments tab on the Opportunity window that you can use to manually attach other files to the ACT! opportunity that QuoteWerk is creating/updating.
Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ACT! users, you can now set defaults for priority, ring alarm, duration, and details that are used when QuoteWerks creates ACT! calls, meetings, and to-dos.Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ACT! users, quotes can now be linked to an existing ACT! opportunity, rather than you always having to create a new opportunity in ACT!Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ACT! users, when ACT! linked document DTF attachments are created, they are linked to the ACT! Opportunity not the contact.Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ACT! users, when ACT! activities (Calls/Meetings/To-dos) are created, they are linked to the ACT! Opportunity not the contact.Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ACT! users, you can now integrate with the running instance of ACT!, or you can specify the ACT! database PAD file and credentials to integrate with ACT even when it is not running.Version: 5.4 Build: 7.03 Release Date: 07/24/2019 Type: New View All Features in Build
For ACT! users, we've completely re-engineered the ACT! Desktop integration, adding many new capabilities that have been requested by the ACT! community. In this process, we have discontinued support for ACT! 2005, 2006, 2007, 2008, and 2009. QuoteWerks now integrates with ACT! 2010 and higher.Version: 5.4 Build: 2.07 Release Date: 02/05/2019 Type: Misc View All Features in Build
Sunsetting notice was implemented for users of ACT! desktop versions 2005, 2006, 2007, 2008, and 2009.Version: 5.4 Build: 1.17 Release Date: 12/7/2018 Type: New View All Features in Build
ACT! for Web version 21 is now supported! For ACT! v21 users, Swiftpage made a, non-backwards compatible, breaking change to the ACT! API. As a result, the DTF file attachment used to launch the document in QuoteWerks will be duplicated each time the quote is manually saved. ACT! has been made aware of this issue and we are awaiting a resolution from ACT!Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: Misc View All Features in Build
Activated beta testing support for ACT! for Web version 21.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: New View All Features in Build
ACT! version 21 is now supported! For ACT! v21 users, Swiftpage made a, non-backwards compatible, breaking change to the ACT! API. As a result, the DTF file attachment used to launch the document in QuoteWerks will be duplicated each time the quote is manually saved. ACT! has been made aware of this issue and we are awaiting a resolution from ACT!Version: 5.3 Build: 1.11 Release Date: 12/06/2017 Type: New View All Features in Build
For ACT! users, when converting an existing opportunity to a closed opportunity the opportunity line items are now re-created. Also when the ACT! opportunity has been re-opened and the Quotewerks Order is re-saved, QuoteWerks will update the ACT! opportunity including all the line items.Version: 5.3 Build: 1.07 Release Date: 11/30/2017 Type: New View All Features in Build
ACT! for Web version 20 is now supported!Version: 5.3 Build: 1.06 Release Date: 11/29/2017 Type: Fix View All Features in Build
For QuoteValet users, when a customer selects options on QuoteValet that changes the quote total, if integrated with a CRM, the DTF file and Linked document attachment will be updated in the CRM, and you will be prompted to update the CRM opportunity if a CRM Opportunity has been created for the quote. This applies to ACT!, and ACT! for Web.Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: New View All Features in Build
ACT! version 20 is now supported!Version: 5.2 Build: 2.22 Release Date: 01/26/2017 Type: Misc View All Features in Build
Activated beta testing support for ACT! for Web version 19.Version: 5.2 Build: 2.22 Release Date: 01/26/2017 Type: New View All Features in Build
ACT! version 19 is now supported!Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: New View All Features in Build
ACT! for Web version 17 is now supported!Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: New View All Features in Build
ACT! version 18 is now supported!Version: 5.0 Build: 4.09 Release Date: 04/20/2015 Type: Misc View All Features in Build
Activated beta testing support for ACT! for Web version 17.Version: 5.0 Build: 4.09 Release Date: 04/20/2015 Type: Misc View All Features in Build
The 15 year old ACT! version 4.05/5.0 and 6.0 integration has been removed.Version: 5.0 Build: 1.06 Release Date: 11/20/2014 Type: Fix View All Features in Build
For ACT! 2010 and higher users, when updating a QuoteWerks installation or when running nsetup.exe on a Windows 7 (64-bit) or higher, the older ACT! 2005-2009 link was getting installed. When trying to use the ACT integration in QuoteWerks would receive the error message "Error:One or more of the files required for the ACT! 2005 (or higher) integration is missing.Version: 5.0 Build: 1 Release Date: 11/07/2014 Type: New View All Features in Build
Auto-Links feature on the Links tab. Use dynamically generated auto-links to quickly navigate to entities linked to your quote like contacts, opportunities, tickets, and activities. Especially useful for tickets since QuoteWerks may generate for example, 5 tickets, in your PSA and now you can quickly navigate to them using QuoteWerks. Examples of links are: Links to view the SoldTo, ShipTo, and BillTo contacts in Act! for Web, Autotask, ConnectWise, GoldMine, MS CRM, and salesforce.com. Links to view the opportunity in salesforce.com, MS CRM, and Autotask. Links to view the call activity in MS CRM. Links to view the tickets in ConnectWise. In ConnectWise 2015.1 and higher, links to view the contact, activity, and opportunity.Version: 4.9 Build: 10.22 Release Date: 10/08/2014 Type: New View All Features in Build
Act! version 17 is now supported!Version: 4.9 Build: 10.04 Release Date: 08/27/2014 Type: New View All Features in Build
For Act! for Web users, when selecting an Act! for Web contact the mobile number is now retrieved into the quote.Version: 4.9 Build: 10.04 Release Date: 08/27/2014 Type: New View All Features in Build
For Act! users, when selecting an Act! contact the mobile number is now retrieved into the quote.Version: 4.9 Build: 8.07 Release Date: 06/30/2014 Type: Fix View All Features in Build
For ACT! users, when saving a linked document would receive debug message input box "change regarding". This was introduced in build 8.06.Version: 4.9 Build: 8 Release Date: 06/05/2014 Type: New View All Features in Build
For Act! for Web users, ACT! for Web v16 and 2013 are now supported including on both 64-bit or 32-bit Windows Server OS.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
For ACT! for Web users, when QuoteWerks creates/updates an ACT! for Web Opportunity and is setup to write line items to the ACT! for Web Opportunity the CRMProductID auto-generation feature is now supported. This can be setup on the ACT For Web Opportunity Setup window from the Contacts->Setup Contact manager menu, choose [Opportunity Setup] button.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
For ACT! users, when QuoteWerks creates/updates an ACT Opportunity and is setup to write line items to the ACT Opportunity the CRMProductID auto-generation feature is now supported. This can be setup on the ACT Opportunity Setup window from the Contacts->Setup Contact manager menu, choose [Opportunity Setup] button.Version: 4.8 Build: 5.35 Release Date: 09/23/2013 Type: Misc View All Features in Build
For ACT! for Web users, beta support is activated for version 16.Version: 4.8 Build: 5.30 Release Date: 09/05/2013 Type: New View All Features in Build
SwiftPage ACT! version 16 is now supported!Version: 4.8 Build: 5.35 Release Date: 09/23/2013 Type: New View All Features in Build
ACT! for Web 2013 is now supported!Version: 4.8 Build: 5 Release Date: 06/03/2013 Type: Fix View All Features in Build
If a group was flagged as optional and was not selected, it would be included in the CRM Opportunity (if created) for ACT!, ACT! for Web, ConnectWise, Autotask, Outlook BCM, and MS CRM.Version: 4.7 Build: 08.09 Release Date: 10/05/2012 Type: New View All Features in Build
When sending emails you can now control where/how the email is logged in your CRM. For ACT!, ACT! for Web, GoldMine, Maximizer, and MS CRM you can choose to log the sent email under the CRM record for the SoldTo contact. Previously this would happen behind the scenes automatically, whereas now you have more control over it. For GoldMine and MS CRM you can choose to log the sent email under the E-Mail recipient contact record in GoldMine or MS CRM respectively.Version: 4.7 Build: 08.06 Release Date: 09/28/2012 Type: Misc View All Features in Build
For Sage ACT! for Web users, beta support is activated for version 2013.Version: 4.7 Build: 7.17 Release Date: 08/27/2012 Type: New View All Features in Build
Sage ACT! 2013 is now supported!Version: 4.7 Build: 4 Release Date: 03/09/2012 Type: New View All Features in Build
Attach File to CRM feature. With this feature you can automatically and manually attach files to your CRM. When emailing a quote to your customer as a PDF file, the PDF file will automatically be attached. When uploading a quote to QuoteValet and Emailing the customer the notification, the PDF file of the quote will automatically be attached. You can manually attach a file to your CRM by right clicking on a file in the Links tab, on the Print Preview window, and also from the Print window Save as PDF option. This makes the PDF version of the quote viewable by any colleagues that have access to the CRM record without having to have QuoteWerks installed. Particularly useful for the service or technical side of the business having access to the details of the job that was quoted. This new feature is turned on by default and can be controlled with the setting "[]Automatically attach PDF sent to customer by E-Mail or QuoteValet to the CRM Account or Opportunity." located on the Print tab of the Tools->Options menu.When using this feature with Autotask, ConnectWise, salesforce.com, you need to attach the quote to an opportunity first. Once the quote is associated with the CRM opportunity, QuoteWerks knows to automatically attach the PDF to the CRM Opportunity.
When using this feature with ACT! 2005+, GoldMine, Outlook, Outlook BCM, MS CRM, Maximizer 10+, SugarCRM, and SalesLogix you need to link the quote to a CRM contact first. Once the quote is linked with the CRM contact, QuoteWerks knows to automatically attach the PDF to the CRM contact.Version: 4.6 Build: 6 Release Date: 09/08/2011 Type: New View All Features in Build
ACT! for Web 2011 and ACT! for Web 2012 is now supported!Version: 4.6 Build: 6 Release Date: 09/08/2011 Type: New View All Features in Build
ACT! 2012 is now supported!Version: 4.6 Build: 5 Release Date: 06/10/2011 Type: Fix View All Features in Build
For ACT!, ACT! for Web, Outlook BCM, and MS CRM users, when line item detail was being written into the sales opportunity, if the quote included a group that was optional, the individual items were incorrectly being included in the sales opportunity line item detail.Version: 4.6 Build: 1 Release Date: 12/15/2010 Type: Fix View All Features in Build
For ACT! for Web users, when choosing the File|Save As menu, the user was not prompted to move the CRM links.Version: 4.5 Build: 10 Release Date: 08/11/2010 Type: New View All Features in Build
ACT! 2011 is now supported!Version: 4.5 Build: 9 Release Date: 07/23/2010 Type: Misc View All Features in Build
For ACT 2010 running on 64-bit windows, now looking in Software\Wow6432Node registry key for ACT! registry settings.Version: 4.5 Build: 9 Release Date: 07/23/2010 Type: New View All Features in Build
When sending sales opportunity information over to ConnectWise, ACT!, ACT! For Web, Outlook, MS CRM, and SugarCRM, when grouped bundles are configured to be created in the CRM as a single roll-up line (as opposed to individual line items) now if 50% or more of the items that compose the grouped bundle are taxable than the single roll-up will be also created as taxable in the CRM.Version: 4.5 Build: 5.01 Release Date: 04/23/2010 Type: Fix View All Features in Build
For ACT! 2010 users, when creating an opportunity and choosing to rollup the quote items into a single rolled up amount in the ACT! Sales Opportunity, the Unit Amounts were not being extended by the quantity.Version: 4.5 Build: 4 Release Date: 04/07/2010 Type: Misc View All Features in Build
The ACT! 2010 Integration link Windows Installer has been updated to say "QuoteWerks 4.5 ACT! 2010 link". Also, if ACT! is uninstalled and then you try to uninstall the QuoteWerks ACT! 2010 link would receive an error saying "ACT! was not installed".Version: 4.5 Build: 1 Release Date: 12/15/2009 Type: Fix View All Features in Build
For ACT!, MS CRM, and Outlook BCM users, if you selected the option to have QuoteWerks write line item details into the CRM's Sales Opportunity, if a Grouped Bundle's header line had a blank description and a 0.00 dollar amount, the Grouped Bundle Header line would not be added (as a line item) to the CRM opportunity.Version: 4.5 Build: 1 Release Date: 12/15/2009 Type: New View All Features in Build
ACT! for Web (version 2010) is now supported!. This new integration is available in the Corporate Edition of QuoteWerks. In our experience the ACT! for Web integration is over 50% faster* than the standard ACT! integration. The integration includes: a) ACT! for Web can be searched to find Contacts to pull into the quote. b) QuoteWerks will create/update an attachment to the quote under the Documents tab in ACT! for Web. c) QuoteWerks will create/update a follow up call in ACT! for Web. d) QuoteWerks will create/update a Sales Opportunity in ACT! for Web. e) The QuoteWerks DataLink feature can be used with ACT! for Web enabling you to retrieve information like Terms and shipping method from the ACT! for Web Contact into the quote. f) When printing, QuoteWerks can retrieve Contact data from ACT! for Web and include it in the printed output. g) ACT! for Web Contact data can be retrieved using the F2 Lookup macro of ~ACTForWeb_Macro(). h) There is a "Display contact in contact manager" button on the SoldTo / ShipTo tab that will open the ACT! for Web Contact in ACT! for Web for the SoldTo, ShipTo, or BillTo linked contact. i) On the select Email Address window, you can see all the ACT! for Web email addreses associated with the contact record linked to the Sold To, Bill To, and Ship To fields. j) On the select Email Address window, there is now an option to "Search ACT! for Web" for an email address. You can search your entire ACT! for Web database for an email address, searching by Company, Contact, Last Name, or Phone. *We attribute this to the fact that ACT! is not installed on the same workstation PC that QuoteWerks is installed on. All of the ACT! processing and database searching occurs on a remote server, so ACT! is not using up any of the CPU time or memory on the workstation PC leaving more resources for QuoteWerks and other applications.See a screenshot of this feature
Version: 4.0 Build: 51 Release Date: 10/22/2009 Type: Fix View All Features in Build
Issue introduced in Build 49 where ACT! 2006 was not detected as running even though it was. This issue specifically only affected ACT! version 2006.Version: 4.0 Build: 49 Release Date: 08/27/2009 Type: Fix View All Features in Build
For ACT! 2005 and higher users, if sending an email from the Preview window, the email would be logged in ACT! history, but the email attachment file (the PDF or RTF file) would be deleted. Normally it is stored in the \QuoteWerks\History\Email folder.Version: 4.0 Build: 49 Release Date: 08/27/2009 Type: Fix View All Features in Build
The ability to set associated groups for an opportunity is now re-enabled for ACT! versions 2005 and higher. (See KB article #6484 for details).Version: 4.0 Build: 49 Release Date: 08/27/2009 Type: Fix View All Features in Build
For ACT! 2005 and higher users, if any additional attachments were added to a QuoteWerks email the history record that would be created in ACT! for that email would not contain the rtf/pdf attachment of the QuoteWerks document itself.Version: 4.0 Build: 49 Release Date: 08/27/2009 Type: Fix View All Features in Build
For ACT! 2005 and higher users, would receive "Run-time error '-2146233088 (80131500)': User is not logged in" and QuoteWerks would exit when ACT! was running, but no user was logged into ACT. Usually in ACT!, the ACT! User Login window was open.Version: 4.0 Build: 49 Release Date: 08/27/2009 Type: Fix View All Features in Build
For ACT! 2005 and higher users, updated integration DLLS to detect when "::1:" being returned as localhost instead of "127.0.0.1". Prior to this fix, would receive error "No connection could be made because the target machine actively refused it ::1:31535".Version: 4.0 Build: 49 Release Date: 08/27/2009 Type: Misc View All Features in Build
When select ACT! 2005 or higher as your preferred contact manager under the Contacts|Setup Contact Manager menu, if the required ACT! Integration files are not detected, you will now be prompted to re-run the QuoteWerks node installation to correct this issue.Version: 4.0 Build: 49 Release Date: 08/27/2009 Type: New View All Features in Build
There is now a QuoteWerks ACT! Integration Medic utility. It is located in the "C:\Program Files\Common Files\QuoteWerks" folder and is accessible directly, or through the QuoteWerks Medic Utility under the Utilities|QuoteWerks ACT! Medic Utility menu. This is very useful in debugging complicated ACT! integration issues, including detecting and repairing ACT! framework registration issues due to failed ACT! updates, and blocked (by anti-virus or firewall) tcp ports which interfere with .NET component communication.Version: 4.0 Build: 49 Release Date: 08/27/2009 Type: New View All Features in Build
For ACT! 2005 and higher users, under the Contacts|Setup Contact Manager menu, there are now options to write line item level product detail into ACT! opportunities.Version: 4.0 Build: 49 Release Date: 08/27/2009 Type: New View All Features in Build
ACT! 2010 is now supported!Version: 4.0 Build: 47 Release Date: 06/09/2009 Type: Fix View All Features in Build
For ACT! 4.0, 2000/5.0, 6.0 users, when exporting to QuickBooks or Peachtree, the DocStatus field was being updated to reflect that the document was exported, but the DTF file associated with the document was not getting updated.Version: 4.0 Build: 43 Release Date: 10/31/2008 Type: New View All Features in Build
When searching for contacts under the Contacts|Lookup menu, the ability to sort columns in the results grid by clicking on the column header is now also supported for ACT!, MS CRM, Outlook, Peachtree, QuickBooks, SalesLogix, and salesforce.com users.Version: 4.0 Build: 39 Release Date: 08/12/2008 Type: New View All Features in Build
ACT! 2009 is now supported!Version: 4.0 Build: 35 Release Date: 04/04/2008 Type: Fix View All Features in Build
For ACT! version 10.1.199 have disabled (See KB article #6484 for details) the ability to associate groups with an opportunity.Version: 4.0 Build: 33.02 Release Date: 03/03/2008 Type: Fix View All Features in Build
With the release of ACT! 10.2 (2008) the ability to set associated groups for an opportunity is disabled again (See KB article #6484 for details). Additionally, without this fix, when ACT! 10.2 is run with QuoteWerks, ACT! would crash QuoteWerks when updating an ACT! opportunity.Version: 4.0 Build: 33 Release Date: 02/15/2008 Type: Misc View All Features in Build
Sage fixed the bug in ACT! 10.0 (2008) with the release of ACT! 10.1 (2008). With this fix in place, the ability to set associated groups for an opportunity is now enabled for ACT! version 10.1 or higher. (See KB article #6484 for details).Version: 4.0 Build: 31.01 Release Date: 09/06/2007 Type: Misc View All Features in Build
When checking to see if ACT! 2008 is running, the status message displays "Checking to see if ACT 2005-2007 is running..." instead of "2005-2008".Version: 4.0 Build: 31 Release Date: 08/31/2007 Type: New View All Features in Build
ACT! 2008 is now supported (The ability to set associated groups for an
opportunity is disabled due to an issue in ACT! See KB article #<a href="http://www.quotewerks.com/kbase/showArticle.asp?id=6484">6484</a>
for details).Version: 4.0 Build: 31 Release Date: 08/31/2007 Type: Fix View All Features in Build
For ACT! 2005 and higher users, when creating a new Order in QuoteWerks and immediately saving and choosing the option to "Create/Update Completed Sale", the an opportunity was created in ACT!, but the amount was set to 0 and it was not closed.Version: 4.0 Build: 23 Release Date: 11/03/2006 Type: Fix View All Features in Build
When using ACT! 2005/2006/2007 and converting a quote to a lost sale or a completed as won sale, the % probability was not being set to 0 for a lost sale and 100 for a completed as won sale.Version: 4.0 Build: 22 Release Date: 09/05/2006 Type: New View All Features in Build
ACT! 2007 is now supported!Version: 4.0 Build: 20 Release Date: 08/01/2006 Type: Fix View All Features in Build
Error 91 will now be captured when using ACT! 2005/2006 and using an ACT secondary contact for the 'Sold To' and sending an email to that contact.Version: 4.0 Build: 20 Release Date: 08/01/2006 Type: Misc View All Features in Build
Due to a limitation of ACT!, ACT! 2005/2006 secondary contacts cannot be used as the 'Sold To' in QuoteWerks. A message will be displayed in this instance.Version: 4.0 Build: 20 Release Date: 08/01/2006 Type: New View All Features in Build
ACT! 2005/2006 field data can now be used in print layout formulas.Version: 4.0 Build: 14 Release Date: 11/28/2005 Type: Fix View All Features in Build
For ACT! users (all versions), if you selected a contact to use from the Contacts|Lookup menu, the DataLink fields would not be pulled into the quote.Version: 4.0 Build: 12 Release Date: 10/13/2005 Type: New View All Features in Build
When searching for an ACT!, GoldMine, Outlook, SalesLogix, or salesforce.com contact from within QuoteWerks, the field that you last searched for will now be remembered so the next time that you perform the search you will not have to re-select it.Version: 4.0 Build: 12 Release Date: 10/13/2005 Type: New View All Features in Build
For ACT! 2005/2006 users we have added the ability to Create/Update Calls, Meetings, TODOs. The "Private Activity" option in the ACT 2004 integration is not available in ACT 2005/2006.Version: 4.0 Build: 12 Release Date: 10/13/2005 Type: New View All Features in Build
For ACT! 2005/2006 users QuoteWerks now creates Sales Opportunities.Version: 4.0 Build: 12 Release Date: 10/13/2005 Type: New View All Features in Build
QuoteWerks now supports ACT! 2006.Version: 4.0 Build: 8 Release Date: 04/26/2005 Type: New View All Features in Build
For ACT! 2005 users, you can now insert ACT! 2005 contact manager fields into print layouts so that when printed, they pull field information from ACT! 2005 and print that information in the layout.Version: 4.0 Build: 7 Release Date: 02/25/2005 Type: Fix View All Features in Build
For ACT! users, would receive error that ACT! 2005 was running when using versions prior to ACT! 2005.Version: 4.0 Build: 7 Release Date: 02/25/2005 Type: Fix View All Features in Build
ACT! 2005 users would receive an error about the ACT! 2005 attachment path being invalid when the ACT! 2005 database was located on a remote machine.Version: 4.0 Build: 6 Release Date: 02/15/2005 Type: New View All Features in Build
QuoteWerks now integrates with ACT! 2005. New integration includes retrieving current contact information, searching the ACT! database by company, name, last name, and phone number to find a contact to pull into the quote. Also includes the creation of a document attachment under the ACT! Documents tab and supports the QuoteWerks DataLink feature.Version: 4.0 Build: 1 Release Date: 07/14/2004 Type: Misc View All Features in Build
With the introduction of QuoteWerks 4.0, ACT! 3.0 is no longer supported by QuoteWerks.Version: 3.0 Build: 35 Release Date: 02/19/2004 Type: Misc View All Features in Build
For ACT 4.0 users, when converting to order and performing various tasks that requires QuoteWerks to lookup data in ACT and change it, now a message will be displayed when this functionality is not supported in ACT 4.0. Previously, the feature would not work and no message would be displayed. Solution is to upgrade to higher version of ACT!.Version: 3.0 Build: 32 Release Date: 08/20/2003 Type: Fix View All Features in Build
For ACT! or GoldMine users, when saving a quote without selecting an ACT!/GoldMine contact, sometimes would receive an incorrect error stating that you have to select an ACT!/GoldMine contact to perform the selected activities.Version: 3.0 Build: 29 Release Date: 05/09/2003 Type: Fix View All Features in Build
For ACT! users, when doing a file|save as, or convert to order/invoice, and if no ACT! opportunity was created for the document originally, you would receive an incorrect error message saying that the product could not be found.Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: New View All Features in Build
QuoteWerks can now send emails throught Outlook! You now have a choice to send emails from within QuoteWerks using the QuoteWerks built-in SMTP based email client, or Microsoft Outlook 97, 98, 2000, XP. When email is sent using Outlook, for GoldMine users, it is logged in GoldMine history as if the Outlook email was sent from within GoldMine. Same applies to ACT! and Maximizer users. An additional obvious benefit of this new integration with Outlook, is that the emails that you send through QuoteWerks will now be logged for historical reference purposes.See a screenshot of this feature
Version: 3.0 Build: 26 Release Date: 11/19/2002 Type: Misc View All Features in Build
Added autocorrect feature to fix ACT! 6.0 problem where it registers a shared mail control into its private folder.Version: 3.0 Build: 25 Release Date: 08/16/2002 Type: Fix View All Features in Build
When sending an email and using ACT! as your contact manager, a message would be displayed saying that the currently displayed ACT! contact's email address did not match the email address of the sent email, so the email would not be logged in history. This message was incorrect.Version: 3.0 Build: 24 Release Date: 08/01/2002 Type: New View All Features in Build
Medic Utility. New Contact Manager|ACT! menu to create toolbar buttons in ACT! 2000, 5.0, and 6.0 that launch QuoteWerks, start with as new quote, order, or invoice. This is aimed at making it easier to configure the ACT! toolbar to automate actions in QuoteWerks using the QuoteWerks command line options.Version: 3.0 Build: 24 Release Date: 08/01/2002 Type: Fix View All Features in Build
Accounted for Spanish version of ACT! having different spelling of contact field causing error when trying to retrieve contact information.Version: 3.0 Build: 24 Release Date: 08/01/2002 Type: New View All Features in Build
Added support for ACT! 6.0 beta.Version: 3.0 Build: 15 Release Date: 09/25/2000 Type: New View All Features in Build
ACT! Users - Emails sent from QuoteWerks to the Sold To contact are now logged under the ACT! contact's Notes/History tab.Version: 3.0 Build: 17 Release Date: 05/07/2001 Type: New View All Features in Build
For ACT! 2000 users, now when you convert quotes to orders, when you change the quote name, or when you change the quote number, QuoteWerks now updates the existing links in ACT to refer to the new quote name/number.Version: 3.0 Build: 17 Release Date: 05/07/2001 Type: New View All Features in Build
For ACT! users (All versions), you can now define different ACT! fields to use for the ship to location besides the primary contact information fields.Version: 3.0 Build: 17 Release Date: 05/07/2001 Type: New View All Features in Build
Added ACT! 2000 support for better quote attachment functionality. Now, the quote name is displayed in the Regarding column (where previously it was only the quote number) on the Notes/History tab in ACT.Version: 3.0 Build: 17 Release Date: 05/07/2001 Type: New View All Features in Build
Added ACT! 2000 support to create follow up calls, schedule meetings, and schedule to-do items all related to the QuoteWerks document.Version: 3.0 Build: 17 Release Date: 05/07/2001 Type: New View All Features in Build
Added ACT! 2000 Sales Opportunity support! Now when you create quotes, QuoteWerks will optionally schedule a Sales Opporunity for the quote. AND, when you conver the quote to an order/invoice, QuoteWerks will complete the Sales Opportunity in ACT 2000!
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