407-248-1481
QuoteWerks Update Center
example: QuoteValet "payment option" -deposit
229 Search results for Autotask
229 Search results for Autotask
Version: 24.0 Build: 2.04 Release Date: 04/17/2024 Type: Fix View All Features in Build
For Autotask users, the name field was not being searched when doing a Manufacturer Part Number search on the Product Lookup window. Now both the name field and the Manufacturer Part Number fields are being searched.Version: 24.0 Build: 2.04 Release Date: 04/17/2024 Type: Fix View All Features in Build
For Autotask users, the '<Existing Autotask Opportunity Category>' settings on the Autotask Setup -> Opportunity Setup window was not being applied when an existing opportunity was being selected from Autotask on the Opportunity window.Version: 24.0 Build: 2.04 Release Date: 04/17/2024 Type: Fix View All Features in Build
When double byte characters were encountered in various CRM product data sources would result in error like "Error in RecordsetSetTextValue for field 'Description'
Error (-2147217887) Multiple-step operation generated errors. Check each status value.".
, Zoho
QuickBooks Desktop, QuickBooks Online, salesforce, Peachtree, ConnectWise, Autotask, Kaseya BMS, Amazon Product ContentVersion: 24.0 Build: 1.08 Release Date: 01/19/2024 Type: New View All Features in Build
Autotask 2024 is now supported!Version: 24.0 Build: 1.06 Release Date: 01/02/2024 Type: New View All Features in Build
For Autotask users, the shipping description will now map over for shipping items on an Autotask quote. The shipping description can also be manually set. This new feature is located on Autotask Setup window -> Opportunities->Quote Products->Shipping section.Version: 24.0 Build: 1.03 Release Date: 12/08/2023 Type: Fix View All Features in Build
For Autotask users, error when trying to edit the value of a description in the F2Lookup when editing the list in the Autotask Setup.Version: 24.0 Build: 1.01 Release Date: 11/30/2023 Type: Fix View All Features in Build
When using the F2Lookup field through the setup window of Act Desktop, Autotask, Hubspot, MSCRM, Salesforce, SugarCRM, or Zoho: Editing a F2 Lookup field without using a QuoteWerks skin would cause an error. Editing a F2 Lookup field description would cause the error "The Lookup value name already exists in the list." Pressing the Delete button on the F2 Lookup window would close the window. Updating an existing field description would not update the value in the database.Version: 24.0 Build: 1.01 Release Date: 11/30/2023 Type: Fix View All Features in Build
For Autotask users, text over 50 characters was being truncated when saving the Autotask Product Name.Version: 24.0 Build: 1.01 Release Date: 11/30/2023 Type: Fix View All Features in Build
For Autotask users, when searching for a contact, the sold/ship/bill will only populate with the company address despite the contact having a different address.Version: 23.0 Build: 5.13 Release Date: 09/05/2023 Type: Fix View All Features in Build
For Autotask users, when selecting a contact with multiple locations from the Lookup Autotask contact window, inactive company locations were being shown.Version: 23.0 Build: 5.09 Release Date: 08/11/2023 Type: Fix View All Features in Build
For Autotask users, setting a Tax Code to Non-taxable on the Autotask Setup Product Data Source tab would save the value as Taxable.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: Fix View All Features in Build
For Autotask users, searching for labor roles in the Product Lookup would show non-taxable roles as taxable.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: Fix View All Features in Build
For Autotask users, when creating a new contact, if the country field was populated in QuoteWerks, it was being ignored and the default country for the Autotask instance was being used. It will now use the value in the country field that was populated in QuoteWerks. The country in QuoteWerks must match exactly to the country in Autotask. If no match is found, the default country for the Autotask instance will be used.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: Fix View All Features in Build
For Autotask users, the account->classification datalink was not returning the name value.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: Fix View All Features in Build
For Autotask 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 Autotask users, a default Opportunity Category can be set for new and existing opportunities under the Opportunities.Defaults tab of the Autotask Setup window.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: New View All Features in Build
For Autotask users, the Opportunity Category field was added to the opportunity window.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: New View All Features in Build
For Autotask users, when linking to the "Autotask products" type Product Data Source, it now includes the following fields: InternalProductID, ExternalProductID, SKU, BillingType, PriceMethod, Serialized, DoesNotRequireProcurement, EligibleForRMA, and DefaultInstalledProductCategoryID.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: New View All Features in Build
For Autotask users, when linking to the Autotask Products as a Product Data Source User, you can now include Autotask User Defined FieldsVersion: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: New View All Features in Build
For Autotask users, vertical scrollbars were added to the "close description" and description textboxes on the Opportunity window.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: New View All Features in Build
For Autotask users, when selecting a company to associate with the quote, you will now be prompted to choose which location for the company (if the company has more than one location defined in Autotask).Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: New View All Features in Build
For Autotask users, when Autotask is set as the Secondary CRM, on the Export Document to Autotask window, when clicking on the [Select Existing] button, the Select Autotask Contact window will appear and a query for the SoldToContact name from the quote will be automatically run.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: New View All Features in Build
For Autotask users, In addition to a static Taxable and Non-taxable code, there is now a Tax Code option of "(Base on Material Code, Tax Category, Tax Region)" and a Tax Region drop down per Autotask Database (Products/Services/Service Bundles/Labor) on the "Product Data Source" tab of the Autotask Setup window.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: New View All Features in Build
For Autotask users, PartNumber generation support was added under the Opportunities.Quote Products tab of the Autotask Setup window.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: New View All Features in Build
For Autotask users, Opportunities can now be created that are attached to an Account vs a Contact.Version: 23.0 Build: 2.09 Release Date: 04/13/2023 Type: New View All Features in Build
Autotask 2023.2 is now supported!Version: 23.0 Build: 2.01 Release Date: 03/03/2023 Type: Fix View All Features in Build
For Autotask users, the Labor search was showing inactive items.Version: 23.0 Build: 2.01 Release Date: 03/03/2023 Type: Misc View All Features in Build
For Autotask users, the Autotask API now has a version property that is now being checked to help ensure compatibility between Autotask and QuoteWerks.Version: 23.0 Build: 2.01 Release Date: 03/03/2023 Type: New View All Features in Build
For ConnectWise and Autotask users, now that there are two CRMs supported for the Secondary CRM feature, the Tools->Export to ConnectWise menu has been renamed to Tools->Export to Secondary CRM. Also the setup for this Secondary CRM feature is now located on the Contacts->Setup Contact Manager window.Version: 23.0 Build: 2.01 Release Date: 03/03/2023 Type: New View All Features in Build
For Autotask users, Autotask can now be used as a Secondary CRM. The Secondary CRM feature makes it possible for you to use your Primary CRM to create quotes and do all the back and forth, and then when the Quote becomes an Order, then you can use the Secondary CRM feature to integrate the Order including creating the customer, opportunity, products, etc in the Secondary Contact Manager. The benefit is that you can fill one CRM system with all quotes, leads, and products that you may never sell, and then only push orders, actual customers, actual products you have sold into the Secondary CRM system. The Secondary CRM can be selected on the Contacts->Setup Contact Manager window. There is a setup option of "Display Secondary CRM Export Window on each Save" which, if checked, will automatically pop up this export window after conversion to an Order, and after each save. You can access this feature using the Tools->Export to Secondary CRM menu.Version: 23.0 Build: 2.01 Release Date: 03/03/2023 Type: New View All Features in Build
Autotask 2022.3 is now supported!Version: 23.0 Build: 2.01 Release Date: 03/03/2023 Type: New View All Features in Build
Autotask 2023.1 is now supported!Version: 23.0 Build: 1.03 Release Date: 11/28/2022 Type: New View All Features in Build
For Autotask users, Products will now map over the Period attribute from QuoteWerks.Version: 5.7 Build: 4.11 Release Date: 09/21/2022 Type: Fix View All Features in Build
For Autotask users, when creating a Purchase Order Received on the Purchase Orders tab, non serialized products that contain a serial number will no longer be saved with a serial number.Version: 5.7 Build: 4.11 Release Date: 09/21/2022 Type: Fix View All Features in Build
For Autotask users, saving Opportunities with a Contact or Company id value of 0 was not saving the value on the Opportunity.Version: 5.7 Build: 4.11 Release Date: 09/21/2022 Type: Fix View All Features in Build
For Autotask 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 Autotask users, Service Bundle product lookup searches were unable to be mapped as a ServiceBundle type in QuoteWerks.Version: 5.7 Build: 4.11 Release Date: 09/21/2022 Type: New View All Features in Build
For Autotask users, ServiceBundle was added as a QuoteWerks Item Type.Version: 5.7 Build: 4.04 Release Date: 08/08/2022 Type: Fix View All Features in Build
For Autotask users, when searching First Name, Last Name or Phone number on the Lookup window, the same company name was returning for all results.Version: 5.7 Build: 4 Release Date: 07/22/2022 Type: Fix View All Features in Build
For Autotask users, some API users were showing up in the owner dropdown list on the Opportunity window.Version: 5.7 Build: 4 Release Date: 07/22/2022 Type: Fix View All Features in Build
For Autotask users, the company name was not being shown under the Notifications section of the QuoteWerks Dashboard.Version: 5.7 Build: 4 Release Date: 07/22/2022 Type: Fix View All Features in Build
For Autotask users, the company name was not being shown when doing a search by FirstName, LastName or Phone on the Lookup window.Version: 5.7 Build: 4 Release Date: 07/22/2022 Type: Fix View All Features in Build
For Autotask users, selecting a category from an Autotask product list would display all products.Version: 5.7 Build: 4 Release Date: 07/22/2022 Type: Fix View All Features in Build
For Autotask users, QuoteValet facing page links were not being created on the Opportunity.Version: 5.7 Build: 4 Release Date: 07/22/2022 Type: Misc View All Features in Build
For Autotask users, some speed improvements have been made that have become possible by migrating the integration from SOAP to REST.Version: 5.7 Build: 4 Release Date: 07/22/2022 Type: New View All Features in Build
For Autotask users, existing opportunities will now only load when clicking on the opportunity dropdown on the Opportunity window.Version: 5.7 Build: 3.21 Release Date: 07/08/2022 Type: Fix View All Features in Build
For Autotask users, when a comma was used as a decimal when saving Autotask shipping, the comma was being ignored and an incorrect shipping amount was used.Version: 5.7 Build: 3.21 Release Date: 07/08/2022 Type: New View All Features in Build
For Autotask users, Autotask is sunsetting the SOAP API, which required a a complete rewrite of the entire Autototask integration to use their newer REST API.Version: 5.7 Build: 3.16 Release Date: 06/22/2022 Type: Fix View All Features in Build
For Autotask users, creating new Opportunities the default status was being set to "Not Ready To Buy", now it is set to "Active".Version: 5.7 Build: 2.36 Release Date: 03/25/2022 Type: Fix View All Features in Build
For Autotask users, when the "Complete Sales Opportunity from QuoteWerks" was set to Never, and a quote was opened that was previously uploaded to QuoteValet, that had a customer change options on QuoteValet, and then accepted, the changes would not be applied to the open Opportunity in Autotask.Version: 5.7 Build: 2.36 Release Date: 03/25/2022 Type: Fix View All Features in Build
For Autotask users, more than 500 characters could be added to the Close Description when closing an Autotask opportunity.Version: 5.7 Build: 2.36 Release Date: 03/25/2022 Type: New View All Features in Build
For Autotask users, default Status, Staging, Close Reason, and Close descriptions can be added for the various stages of a quote. These settings can be found by navigating to the Opportunities tab and then to the Stages sub-tab.Version: 5.7 Build: 2.36 Release Date: 03/25/2022 Type: New View All Features in Build
For Autotask users, there is now a Contains and Begins with search option on the Lookup contact window.Version: 5.7 Build: 2.36 Release Date: 03/25/2022 Type: New View All Features in Build
For Autotask users, when retrieving recurring products from Autotask, there is a new setup option to choose if the First Payment should be included. In the QuoteWerks Autotask setup, this option is found by navigating to the Opportunities tab and then to the Quote Products sub-tab. The check box is named "First Payment Included in Document Totals for Recurring Products".Version: 5.7 Build: 2.36 Release Date: 03/25/2022 Type: New View All Features in Build
For Autotask users, when adding a product to an Autotask quote, the Autotask product description field can now include Document Item macro fields. Ont he Autotask integration Setup window, under the Opportunities.Quote Products tab the Mappings section includes a Description tab.Version: 5.7 Build: 2.22 Release Date: 03/03/2022 Type: Fix View All Features in Build
For Autotask users, the 'Show Autotask Inventory On Hand' feature on the Product Lookup right click menu was not returning results if there was only 1 warehouse with inventory.Version: 5.7 Build: 2.14 Release Date: 02/23/2022 Type: Fix View All Features in Build
For Autotask users, when creating a new Service item, users would receive an error message.Version: 5.7 Build: 2.14 Release Date: 02/23/2022 Type: Fix View All Features in Build
For Autotask users, the Quote Name field on the Create/Update window was allowing more than 100 characters.Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: Fix View All Features in Build
For Autotask users, the Opportunity name field on the Create/Update Opportunity window was being shortened to 100 characters instead of the 128 characters that Autotask allows.Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: Fix View All Features in Build
For Autotask users, when creating a service item with a description over 400 characters, the item would not be added. Descriptions over 400 characters will now be saved under the Invoice Description field for the first 1000 characters.Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: Fix View All Features in Build
For Autotask users, when a user does not use a valid email address for the username field for the API login credentials, a more descriptive error message will be displayed.Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: New View All Features in Build
For Autotask users, you can now specify a default Item Type when using Autotask Service Bundles.Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: New View All Features in Build
For Autotask users, you can now specify a default Tax Code when using Autotask Service Bundles.Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: New View All Features in Build
For Autotask users, a Close Description textbox was added to the Won/Loss Opportunity window.Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: New View All Features in Build
For Autotask users, a Won/Loss Reason combobox was added to the Won/Loss Opportunity window.Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: New View All Features in Build
For Autotask users, when creating new products, the Vendor name will now be added to the product.Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: New View All Features in Build
For Autotask users, users can now see the Inventory on Hand for products on the Product Lookup window. This feature is accessed by right clicking on a product search result and selecting 'Show Autotask Inventory On Hand'Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: New View All Features in Build
For Autotask users, when searching by Description with Autotask Service lookup, the Invoice Description will now also be searched.Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: New View All Features in Build
For Autotask users, you can now map the Invoice Description field when doing a Service lookup.Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: New View All Features in Build
For Autotask users, when searching by Description with Autotask Service Bundles lookup, the Invoice Description will now also be searched.Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: New View All Features in Build
For Autotask users, Autotask Service Bundles can now be searched from the Product Lookup window.Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: New View All Features in Build
For Autotask users, in the Autotask 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: 4.06 Release Date: 08/11/2021 Type: Fix View All Features in Build
For Autotask users, a QuoteWerks Datalinked Autotask Quote Item field could have the same value set as the previous QuoteWerks line item.Version: 5.6 Build: 3.32 Release Date: 05/11/2021 Type: New View All Features in Build
For Autotask users that also have a QuoteValet subscription, the QuoteValet Acceptance Package can automatically be uploaded and attached to the Autotask Opportunity when the QuoteValet quote is accepted and converted to an Order in QuoteWerks. This setting is on the QuoteValet tab on the Autotask setup in QuoteWerks.Version: 5.6 Build: 3.32 Release Date: 05/11/2021 Type: New View All Features in Build
For Autotask users, there is a new 'QuoteValet' tab in the Autotask Setup. There are new options that control what QuoteValet Links to attach to the Autotask Opportunities. There are options for 'Attach QuoteValet EXTERNAL Viewing Link', 'Attach QuoteValet INTERNAL Viewing Link', and 'Attach QuoteValet Sales Rep Facing Page Link'. By default, the option to attach all of the links will be set for backwards compatibility.Version: 5.6 Build: 3.32 Release Date: 05/11/2021 Type: New View All Features in Build
For Autotask users, if the contact address is empty, the company address will be used when doing a search on the Lookup window.Version: 5.6 Build: 3.36 Release Date: 05/27/2021 Type: Fix View All Features in Build
For Autotask users, duplicating a quote and then uploading to QuoteValet would the QuoteValet links in the Autotask opportunity.Version: 5.6 Build: 3.25 Release Date: 04/19/2021 Type: New View All Features in Build
For Autotask users, the Quote Line Item fields Description and Name can now be written to Autotask with DataLinking from QuoteWerks.Version: 5.6 Build: 3.25 Release Date: 04/19/2021 Type: New View All Features in Build
For Autotask users, the Opportunity fields Rating, Title and Promotion Name can now be written to Autotask with DataLinking from QuoteWerks.Version: 5.6 Build: 3.19 Release Date: 03/24/2021 Type: Fix View All Features in Build
For Autotask users, when using the field &TaxRate in the DataLink and there were multiple tax categories for a tax region, the values were added together.Version: 5.6 Build: 1 Release Date: 11/11/2020 Type: Fix View All Features in Build
For Autotask users, when the company search value contained an ampersand, any matching companies that have an ampersand would not be returned.Version: 5.6 Build: 1 Release Date: 11/11/2020 Type: New View All Features in Build
For Autotask users, you can now re-export Purchase Orders to Autotask. On the Purchase Orders tab of the Purchase window, right click on a Purchase Order and choose "Re-Export PO to 'Autotask'".Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: Fix View All Features in Build
For Autotask users, the tax rate DataLink would not populate a value unless it was the first DataLink being used.Version: 5.5 Build: 5.13 Release Date: 07/14/2020 Type: Fix View All Features in Build
For Autotask users, if a document name has an ampersand (&) in the name when converting to an Order, an error would occur.Version: 5.5 Build: 5.13 Release Date: 07/14/2020 Type: Fix View All Features in Build
For Autotask users, the tax region for the quote on an opportunity was being set to the first active tax region in the list, instead of the tax region selected in the Autotask opportunity.Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: Fix View All Features in Build
For Autotask users, the correct tax region was not being set in the Autotask quote.
Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: Fix View All Features in Build
For Autotask users, quote descriptions and comments with multiple lines were not retaining line breaks.Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: New View All Features in Build
For Autotask users, categories can now be mapped from Autotask to QuoteWerks when creating a new Autotask product data source.Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: New View All Features in Build
For Autotask users, QuoteWerks ItemType can now be mapped to Autotask serialized when a new product is created in Autotask.Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: New View All Features in Build
For Autotask users, QuoteWerks ItemType can now be mapped to Autotask categories when a new product is created in Autotask.Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: New View All Features in Build
For Autotask users, an opportunity description field was added to the opportunity.Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: New View All Features in Build
For Autotask users, the Autotask Quote URL will now be available under the Auto-Links on the Links tab for Autotask Quotes the QuoteWerks Creates/Updates.Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: New View All Features in Build
For Autotask users, the Autotask Products Data Source on the Product Lookup window now displays a Categories folder which has a hierarchal tree view of all the Autotask Products Category levels. In Autotask, the Product Search does not have this treeview category search feature, so it will be easier to look for products based on category in QuoteWerks as opposed to Autotask!Version: 5.5 Build: 3.07 Release Date: 04/01/2020 Type: Fix View All Features in Build
For Autotask users, updating the cost for a service item was not updating the Autotask quote with the new cost price.Version: 5.5 Build: 3.07 Release Date: 04/01/2020 Type: Fix View All Features in Build
For Salesforce, QuickBooks, Peachtree, ConnectWise, Autotask, and Zoho users, the default cost modifier was being applied to the product from these external sources when adding a product through the Product Lookup window.Version: 5.5 Build: 3.04 Release Date: 03/10/2020 Type: Fix View All Features in Build
For Autotask users, the Autotask To-Do was not being assigned to the contact if the 'Link to Contact' checked was checked on the QuoteWerks To-Do window.Version: 5.5 Build: 3.04 Release Date: 03/10/2020 Type: New View All Features in Build
For Autotask users, more than two of the same services can now be added to a quote.Version: 5.5 Build: 3.04 Release Date: 03/10/2020 Type: New View All Features in Build
For Autotask users, you can now enable or disable Impersonation mode under the Settings tab in the Autotask Setup window.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: Fix View All Features in Build
For Autotask users, opening an older quote that has not been closed could give you a date error message.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: Fix View All Features in Build
For Autotask users, the date field shortcut keys were added back to the Quote window.Version: 5.5 Build: 1.07 Release Date: 11/5/2019 Type: Fix View All Features in Build
For Autotask users, the date field shortcut keys were added back to the Opportunity window.Version: 5.5 Build: 1.07 Release Date: 11/5/2019 Type: Fix View All Features in Build
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.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
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.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
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.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
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".Version: 5.5 Build: 1.07 Release Date: 11/5/2019 Type: New View All Features in Build
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=-1Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
For Autotask users, version 1.6 of the Autotask API is now supported.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
For Autotask users, the Fulfillment Date can now be entered on the Opportunity window.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
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"Version: 5.4 Build: 7.11 Release Date: 08/23/2019 Type: Fix View All Features in Build
For Autotask users, if an item type is not set on the shipping form, an error would occur after adding the quote items.Version: 5.4 Build: 7.03 Release Date: 7/24/2019 Type: Fix View All Features in Build
For Autotask users, the ItemType on the Shipping window in QuoteWerks was not being used for mapping over the shipping service into Autotask.Version: 5.4 Build: 7.03 Release Date: 7/24/2019 Type: Fix View All Features in Build
For Autotask users, loading an Autotask products from the QuoteWerks Product Lookup window could cause an error if the product URLs were longer than 255 characters.Version: 5.4 Build: 7.03 Release Date: 7/24/2019 Type: Fix View All Features in Build
For Autotask users, Shipping items added from QuoteWerks were not being set to NonTaxable if the mapped Material code from Autotask was set to NonTaxable.Version: 5.4 Build: 7.03 Release Date: 7/24/2019 Type: Fix View All Features in Build
For Autotask users, when saving quote line items with line breaks from QuoteWerks, the line breaks were removed when added into Autotask.Version: 5.4 Build: 4.04 Release Date: 04/22/2019 Type: Fix View All Features in Build
For Autotask users, the Autotask Opportunity link on the Links tab was not working.Version: 5.4 Build: 3.05 Release Date: 03/12/2019 Type: Misc View All Features in Build
For Autotask users, when QuoteWerks creates Account Notes in Autotask for the QuoteWerks Web URL or QuoteValet SalesRep URL, the Account Note Action Type will now always be "Opportunity Update". Depending on the Autotask setup, the Action Type may have been set as "Call" prior to this update.
Version: 5.4 Build: 2.04 Release Date: 01/29/2019 Type: Fix View All Features in Build
For Autotask users, the Forecast Completion Mode was not saving correctly.Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: New View All Features in Build
For Autotask users, when an Autotask Opportunity is created, a note in the Opportunity will be created that contains a link to open the QuoteWerks document in QuoteWerks Web.Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: New View All Features in Build
For Autotask Users that subscribe to QuoteValet, if the QuoteWerks Document is linked to an Autotask Opportunity, when uploading a document to QuoteValet, the QuoteValet SalesRep Facing URL will be added to a Note on the Autotask Opportunity. This will enable sales reps to have access to the Sales Rep facing view of a QuoteValet Document from within Autotask.Version: 5.4 Build: 1.17 Release Date: 12/07/2018 Type: Fix View All Features in Build
For Autotask users, if there is an error when doing the merge from the Merge Remote Documents window, the user would get an error about unable to write to the log file on a second attempt.Version: 5.4 Build: 1.17 Release Date: 12/07/2018 Type: Fix View All Features in Build
For Autotask users, if there is an error when doing the merge from the Merge Remote Documents window, the process would end instead of continuing to the next file.Version: 5.4 Build: 1.17 Release Date: 12/07/2018 Type: Fix View All Features in Build
For Autotask users, when creating a quote where the date is in the format of day/month/year and then converting quote to Lost Sale, Autotask will return an error "Projected Close Date must not be before Create Date."Version: 5.4 Build: 1.17 Release Date: 12/07/2018 Type: Fix View All Features in Build
For Autotask users, when closing an opportunity, the Cancel button was not disabled.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: Fix View All Features in Build
For Autotask users, if the owner is not selected on the Create Opportunity window, after you click Ok, an error will be shown.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: Fix View All Features in Build
For Autotask users, when sending over the shipping item to the Autotask quote, if the Material Code for the Shipping Type is set to taxable, the item that was added to the Autotask Quote was not set to Taxable.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: Fix View All Features in Build
For Autotask users, existing Next Step and Advanced Field data was being cleared out when saving an existing Opportunity in QuoteWerks.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: New View All Features in Build
For Autotask users, bi-directional data linking is now supported for Autotask opportunity fields. Field information can be copied from QuoteWerks into the Autotask opportunity and then fields can also be copied from the Autotask Opportunity into QuoteWerks.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: Fix View All Features in Build
For users of salesforce.com, QuickBooks, Peachtree, ConnectWise, and Autotask, when adding products from their respective product database as optional items from the Add Item Assistant window, the default system Price Modifier was being used.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: Fix View All Features in Build
For Autotask users, on the Product Lookup window, clicking 'Show All' on an Autotask services database was not showing all the results.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: Fix View All Features in Build
For Autotask users, when doing a product search, if there was an error query Autotask for the products, QuoteWerks would terminate.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: Fix View All Features in Build
For Autotask users, additional fixes were applied for correctly calculating the Equote tax for taxable quote items added from QuoteWerks.Version: 5.3 Build: 5.02 Release Date: 7/23/2018 Type: Fix View All Features in Build
For Autotask users, when creating an opportunity, Lost opportunities were being shown in the existing opportunity list.Version: 5.3 Build: 5.02 Release Date: 7/23/2018 Type: Fix View All Features in Build
For Autotask users, when updating an existing opportunity with a different contact, a new opportunity was being created.Version: 5.3 Build: 4.08 Release Date: 06/13/2018 Type: Fix View All Features in Build
For Autotask users, when clicking Show All on the Product Lookup window for an Autotask Labor database, some users were not seeing any results. Users were still able to search for specific Labor items.Version: 5.3 Build: 4.06 Release Date: 06/11/2018 Type: Fix View All Features in Build
For Autotask users, running a Rebuild CM Transport Files and checking upload to Autotask would cause error.Version: 5.3 Build: 4.06 Release Date: 06/11/2018 Type: Fix View All Features in Build
For Autotask users, when creating a new opportunity, closed opportunities were being shown in the existing opportunity dropdown list.Version: 5.3 Build: 4.06 Release Date: 06/11/2018 Type: Fix View All Features in Build
For Autotask users, the select existing opportunity list now sorts by creation date as it did before.Version: 5.3 Build: 4 Release Date: 06/11/2018 Type: Fix View All Features in Build
For Autotask users, TLS 1.2 now supported.Version: 5.3 Build: 4 Release Date: 06/11/2018 Type: Fix View All Features in Build
For Autotask users, the option "For grouped bundles, only create a single summary product in Autotask (not the individual group items)" was not being remembered when set.Version: 5.3 Build: 4 Release Date: 06/11/2018 Type: Fix View All Features in Build
For Autotask users, when saving a quote and choosing to create an opportunity in Autotask and then cancelling, you would receive an error stating that the file attachment could not be created. File attachments only attach to an opportunity, so if no opportunity is created, then the attachment is not created.Version: 5.3 Build: 3.20 Release Date: 05/04/2018 Type: Fix View All Features in Build
For Autotask users, when an Autotask Opportunity was first created, the Customer PO Number was not copied into the Opportunity. On subsequent saves it was.Version: 5.3 Build: 3.20 Release Date: 05/04/2018 Type: Fix View All Features in Build
For Autotask users, error 'An Object reference not set to an instance of an object' exception would occur when cancelling the winning of an Autotask Opportunity.Version: 5.3 Build: 3.20 Release Date: 05/04/2018 Type: New View All Features in Build
Autotask now requires TLS 1.2. .NET Framework 4.5 or higher is now required to use the Autotask integration with QuoteWerks.Version: 5.3 Build: 3.07 Release Date: 3/16/2018 Type: Fix View All Features in Build
For Autotask users, would receive error when an InActive item was added to a quote through QuoteWerks and the quote was saved.Version: 5.3 Build: 3.07 Release Date: 3/16/2018 Type: Fix View All Features in Build
For Autotask users, the tax for the Equote for taxable quote items added from QuoteWerks was not calculating correctly.Version: 5.3 Build: 3.07 Release Date: 03/16/2018 Type: New View All Features in Build
For Autotask users, Autotask Purchase orders created by QuoteWerks will now include the VendorPartNumber.Version: 5.3 Build: 3.01 Release Date: 03/09/2018 Type: New View All Features in Build
For ConnectBooster customers, that use QuoteValet there is a "BNG/ConnectBooster - ACH and Credit Card" payment option. When this is used your customers will be able to pay with a credit card and also with ACH. On the QuoteValet payment page, your customers will have access to their previously used payment methods to make the payment process even easier, but only if you are integrating QuoteWerks with Autotask, ConnectWise, salesforce.com, or GoldMine. All payment methods are stored in the ConnectBooster secure encrypted Customer Vault and tokenized for use (PCI Compliant). Version: 5.3 Build: 3.01 Release Date: 03/09/2018 Type: New View All Features in Build
For BNG gateway customers, that use QuoteValet, we have enhanced our QuoteValet payments integration with them. QuoteValet has had an integration with the BNG Gateway through Network Merchants for many years. Now there is a "BNG/ConnectBooster - ACH and Credit Card" payment option. When this is used your customers will be able to pay with a credit card and also with ACH. Using the BNG platform, on the QuoteValet payment page, your customers will have access to their previously used payment methods to make the payment process even easier, but only if you are integrating QuoteWerks with Autotask, ConnectWise, salesforce.com, or GoldMine. All payment methods are stored in the BNG gateway's secure encrypted Customer Vault and tokenized for use (PCI Compliant).Version: 5.3 Build: 1.14 Release Date: 12/18/2017 Type: Fix View All Features in Build
For Autotask users, when creating a purchase order in Autotask, QuoteWerks would return an error stating there were no active warehouse locations when only one warehouse location exists in Autotask. The purchase order would not be created.Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: Fix View All Features in Build
For Autotask users, when searching Autotask Products, only the first 500 results would be returned from Autotask for the query (including Inactive products that would not be shown). Each Autotask request is limited to 500 results. With this update, the first 50,000 results will be returned with a products search (including Show All).Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: Fix View All Features in Build
For Autotask Users, the Autotask User list including Assign Tos and Owners would include all Autotask User types including API users. API users are no longer returned.Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: Misc View All Features in Build
For Autotask Users, the QuoteWerks Autotask Integrator ID is now supplied to Autotask when QuoteWerks communicates with Autotask.Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: New View All Features in Build
For Autotask Users, there can now be 2 of the same Service Item on an Autotask Quote. Previously, there was a limit to one unique service item. Any additional Service Items will be added as Cost Items to the Autotask Quote and the user will be notified of this in QuoteWerks to avoid any errors.Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: New View All Features in Build
For Autotask Users, when saving an Autotask Quote, the eQuote is now set to active.Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: New View All Features in Build
For Autotask users, when setting up the integration for Autotask, there is now one master Autotask API user used for the entire QuoteWerks site instead of entering a separate login for each user in QuoteWerks. The API Credentials are entered on the Contacts->Setup Contact Manager menu. Each user will still need to enter their Autotask login email address under Tools->My Preferences. This is used to default the Owner and Assigned To values in drop down lists.Version: 5.2 Build: 8.19 Release Date: 09/07/2017 Type: New View All Features in Build
For QuoteValet Mobile users, we've updated the user interface, fixed some UI issues like the issue when scrolling through multiple pages of the NEW template list.
You can now select a contact for the Mobile quote from Autotask, and we've updated QuoteValet Mobile to work with the new ConnectWise REST API. Posted live August-23-2017.Version: 5.2 Build: 8.12 Release Date: 07/11/2017 Type: Fix View All Features in Build
For Autotask Users, when updating an Opportunity in Autotask, the error ?Reference value on field: ProductID of type: Product does not exist or is invalid? in ?DLL method: UpdateOpportunityEX()? was received. This was because the default Product in Autotask was disabled in Autotask. This product is required to update an opportunity via the Autotask API. The message returned when attempting to update an opportunity now returns the specific ProductID and the Name for the Product that must be set to Active in Autotask.Version: 5.2 Build: 2.22 Release Date: 01/26/2017 Type: Fix View All Features in Build
for Autotask users, the "Create Autotask Product Item Name From" setting was not upgraded properly during the v5.2 Build 1 upgrade. This is fixed moving forward.Version: 5.2 Build: 1.28 Release Date: 11/08/2016 Type: Fix View All Features in Build
For Autotask users, when receiving an item from the Purchasing window and entering the Serial Number at the same time, would receive an error and the item would not be received in Autotask.Version: 5.2 Build: 1.28 Release Date: 11/08/2016 Type: Fix View All Features in Build
For Autotask Users, when updating an existing Autotask Quote that had a Project associated with it, the project would be removed.Version: 5.2 Build: 1.28 Release Date: 11/08/2016 Type: Fix View All Features in Build
For Autotask Users, no vendors would be returned when creating Purchase Orders in Autotask 2016.2.Version: 5.2 Build: 1.28 Release Date: 11/08/2016 Type: Misc View All Features in Build
For Autotask users, for the next release of Autotask 2016.2, numeric API queries no longer support the Begins With operator. Changes were made to accomodate this.Version: 5.2 Build: 1.28 Release Date: 11/08/2016 Type: New View All Features in Build
For Autotask users, when creating or updating an Autotask Quote the QuoteWerks Customer PO# now populates the PurchaseOrderNumber field in the Autotask quote.Version: 5.1 Build: 6.03 Release Date: 05/25/2016 Type: Fix View All Features in Build
For Autotask users, when QuoteWerks saved a quote in Autotask and a Product or Service Line was on the QuoteWerks Quote with a blank Description, a Run-time error 91 occur.Version: 5.1 Build: 6.03 Release Date: 05/25/2016 Type: Fix View All Features in Build
For Autotask users, when converting a quote to an order and an Autotask opportunity was linked to the quote and an Autotask Quote was created for the opportunity, the Autotask Quote was not getting updated with the current line item information in the QuoteWerks order.Version: 5.1 Build: 6.03 Release Date: 05/25/2016 Type: Misc View All Features in Build
For Autotask users, Autotask increased the length of the Product Description available through the Autotask API from 200 to 2000 characters. This increased has been implemented in QuoteWerks.Version: 5.1 Build: 4.21 Release Date: 03/09/2016 Type: Misc View All Features in Build
When creating a contact in Autotask, the status message was saying "Creating contact in ConnectWise"Version: 5.1 Build: 4 Release Date: 02/03/2016 Type: Fix View All Features in Build
For Autotask Users, when the Autotask Product Item Name Mapping was not ManufacturerPartNumber, an error could occur when attempting to use an existing Autotask Service Item when creating/updating an Autotask Quote.Version: 5.1 Build: 2.25 Release Date: 12/15/2015 Type: Fix View All Features in Build
For Autotask users, from the Save Window, if you were in 'offline' mode, the 'Create New Account Note(s)' option would still be enabled.Version: 5.1 Build: 2.25 Release Date: 12/15/2015 Type: Fix View All Features in Build
For Autotask users, there was an issue when creating Service Items in Autotask. Service Items would always be created as Charge Items.Version: 5.1 Build: 2.25 Release Date: 12/15/2015 Type: Fix View All Features in Build
For Autotask users, Inactive Labor items will no longer be retrieved from Autotask from a Product Lookup search.Version: 5.1 Build: 2.25 Release Date: 12/15/2015 Type: New View All Features in Build
For Autotask users, there is now a new DataLink option for Account->&AccountManager. This macro will retrieve the Account Manager's name for the specified contact into the designated field. Previously, you could only retrieve the OwnerResourceID field which was a numeric record id for the Account Manager.Version: 5.1 Build: 2.25 Release Date: 12/15/2015 Type: New View All Features in Build
For Autotask users, if QuoteWerks creates an Account To-Do when saving the quote, an auto-link will be generated for you on the Links Tab. Clicking on this auto-link will launch the Autotask Account To-Do in a browser.Version: 5.1 Build: 2.25 Release Date: 12/15/2015 Type: New View All Features in Build
For Autotask users, when saving the Quote, you have the ability to create a new Account To-Do. The To-Do can be linked to the Autotask Account, Contact, and/or Opportunity. When saving an existing Quote in QuoteWerks you have the option to up update the existing Account To-Do that was created by QuoteWerks. Autotask Account To-Dos are a great way to set a reminder about the quote you are working on such as a follow-up call.Version: 5.1 Build: 2.25 Release Date: 12/15/2015 Type: New View All Features in Build
For Autotask users, you can now create a new Autotask Company and 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 Autotask. Also, the Company field, Contact field, and Phone field must also be populated. 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: 5.1 Build: 1 Release Date: 10/27/2015 Type: Fix View All Features in Build
For Autotask users, when retrieving Products from Autotask, multi-line descriptions with line breaks would be printed as a single line on QuoteWerks Print Layouts.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Fix View All Features in Build
For Autotask users, when linking to an existing Autotask Opportunity, the drop-down list of existing Autotask Opportunities would return all Opportunities including Closed Opportunities. QuoteWerks will now only return Open Opportunities from Autotask.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Fix View All Features in Build
If the "ProfitAmount Option vs the Sale Amount" was enabled in a CRM that supported the feature and then the user switched CRMs to Autotask or ConnectWise, the numbers in QuoteWerks would not match Autotask/ConnectWise as the Profit was being sent instead of the actual sale amount.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Fix View All Features in Build
For Autotask users, QuoteWerks used the a Product's Manufacturer Part Number to determine if a new product needed to be created in Autotask. QuoteWerks now uses the Autotask Item Name to determine if a new product needs to be created.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Fix View All Features in Build
For Autotask users, on the Product Data Source tab of the Autotask Setup window, the Tax Code selection for the Autotask Services database was being saved, but not used and was always defaulting to Taxable.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Fix View All Features in Build
For Autotask users, when a Autotask quote was created or updated and it contained a Labor item that did not exist in Autotask, then the default Allocation Code for the item would be used instead of the mapped Allocation Code. Since the Autotask API does not support creating a Labor item, QuoteWerks instead creates a Cost item on the quote.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Misc View All Features in Build
The Autotask integration DLL has been upgraded to .NET framework 4.0 and installed to c:\program files\common files\quotewerks.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: New View All Features in Build
For Autotask users, when QuoteWerks creates items on an Autotask quote, QuoteWerks can now create Autotask Service Items in addition to Autotask Product and Autotask Cost Items.Version: 5.0 Build: 4.09 Release Date: 04/20/2015 Type: Fix View All Features in Build
For Autotask users, when creating a PO in Autotask, the QuoteWerks PO number was being copied into the ExternalPONumber field reserved for the Autotask QuickBooks integration. Now the QuoteWerks PO number is set in the GeneralMemo field in the following format: [QuoteWerks PO: XXXXXX]Version: 5.0 Build: 1.18 Release Date: 12/12/2014 Type: Fix View All Features in Build
For Autotask users, when converting a QuoteWerks quote to a lost sale, the Autotask Opportunity would not be updated as "Lost".Version: 5.0 Build: 1.09 Release Date: 12/09/2014 Type: Fix View All Features in Build
From the Product Lookup Window, when doing a Multiple Product Database Search, and then choosing to add/insert a result into the quote that was found in Autotask or ConnectWise product database an error would be returned and a blank item would be added to the QuoteWerks Document.Version: 5.0 Build: 1 Release Date: 11/07/2014 Type: Fix View All Features in Build
For Autotask users, if an Autotask user manually made changes to opportunity fields not set by QuoteWerks, they would be overwritten with a blank value when QuoteWerks created or updated a quote in Autotask.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: 5.0 Build: 1 Release Date: 11/07/2014 Type: New View All Features in Build
Multiple Product Database Search. You can now do a product search across multiple product databases. This will search all selected product databases including native product databases, and external product data sources like SQL, OLEDB, Autotask, ConnectWise, salesforce.com, QuickBooks, etcVersion: 4.9 Build: 10.21 Release Date: 09/30/2014 Type: Fix View All Features in Build
For Autotask users, when clicking on the "View Opportunity in Autotask" button on the Create Opportunity Window, an error would occur and the Autotask Opportunity would not open in the default browser.Version: 4.9 Build: 10.21 Release Date: 09/30/2014 Type: New View All Features in Build
For Autotask users, added &AlternateTotalCost, &AlternateTotalList, AlternateGrandTotal, and AlternateSubTotal as additional options for Autotask Opportunity Advanced Field mappings.Version: 4.9 Build: 10.04 Release Date: 08/27/2014 Type: Fix View All Features in Build
For Autotask users, when updating an existing Autotask Opportunity and the Rating field was blank an error would occur and the opportunity would not be updated. Autotask does not require the Rating value on creation, but it is required on the update via the API.Version: 4.9 Build: 10.04 Release Date: 08/27/2014 Type: Fix View All Features in Build
For Autotask users, the Total Price and Total Cost By Item Type would always return 0 when writing to the Autotask Opportunity Advanced Fields.Version: 4.9 Build: 10.04 Release Date: 08/27/2014 Type: New View All Features in Build
When submitting an electronic order and then creating a PO in Autotask, the ShipTo information entered into the online order will be included in the Autotask Purchase Order.Version: 4.9 Build: 10.04 Release Date: 08/27/2014 Type: New View All Features in Build
For Autotask users, when selecting an Autotask contact the mobile number is now retrieved into the quote.Version: 4.9 Build: 10 Release Date: 08/15/2014 Type: Misc View All Features in Build
On the Purchase Orders tab, there is now an AccountingAppRef column which will display QB, PT, CW, or AT if the PO was exported to QuickBooks, Peachtree, ConnectWise, or Autotask respectively.Version: 4.9 Build: 8 Release Date: 06/05/2014 Type: Fix View All Features in Build
For Autotask users, fields that were not updatable by the Autotask API would be cleared when QuoteWerks updated an Autotask Opportunity.Version: 4.9 Build: 8 Release Date: 06/05/2014 Type: New View All Features in Build
For Autotask users, new quotes can now be created starting with an Autotask Opportunity. When a new opportunity is created in Autotask or an existing opportunity in Autotask is set to have an opportunity stage of "Create Quote" or other pre-defined stage, the Autotask Opportunity will appear in the QuoteWerks My Summary Dashboard under the Notifications section. From there you can click on the "Create Quote for Autotask Opportunity" link. This will create a new quote in QuoteWerks and populate the SoldTo information with the customer information associated with the opportunity. It will also associate the opportunity with the quote so that when saving the quote this existing opportunity will be updated. This feature was designed so that you can have a person out in the field creating a new Autotask opportunity using Autotask mobile and just enter some basic specifications for the opportunity. Then back in the office, the person assigned to create quotes will automatically be notified that they need to create a quote for this opportunity. The same concept applies even if the opportunity is created using regular Autotask vs Autotask Mobile. From the Notifications section on the Dashboard, you can also click on a link to view the opportunity in Autotask.Version: 4.9 Build: 8 Release Date: 06/05/2014 Type: New View All Features in Build
For Autotask users, when receiving items on the QuoteWerks Purchasing window, the item(s) will be received in Autotask along with the serial number received (if specified). For QuoteWerks to mark the items as received in Autotask, the items must already be on a Purchase Order that QuoteWerks created in Autotask. To enable this receiving feature, check the checkbox "Sync Received Items to Autotask" on the Settings tab of the Autotask setup window. Also on this window, the Purchase Order Integration must be set to Autotask.Version: 4.9 Build: 8 Release Date: 06/05/2014 Type: New View All Features in Build
For Autotask users, you can now create Purchase Orders in Autotask. Under the new Tools->Purchasing menu you have access to all the Order items in QuoteWerks and can easily create Autotask Purchase Orders that contain items from one or multiple orders. Items that do not exist in Autotask will be created. Additionally if using the Online Ordering feature of the real-time module, after the items are ordered you will be asked if you want to create a Purchase Order in Autotask for the items you just ordered electronically. To enable this functionality, select Autotask as the Purchase Order Integration on the Settings tab of the Autotask setup window.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: Fix View All Features in Build
For Autotask users, when searching for Contacts, Products, Services, or Labor, and your search value contained '&', '<', or '>', no results would be returned.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
For Autotask users, you can now specify a default tax code when using Autotask Products and Autotask Services as Product Sources. This was already available for Autotask Labor items.Version: 4.9 Build: 2.02 Release Date: 12/10/2013 Type: Fix View All Features in Build
For Autotask users, when the manufacturer part number was blank for an item, the default part number for blank manufacturer part numbers was not being used.Version: 4.9 Build: 1 Release Date: 10/08/2013 Type: New View All Features in Build
For Autotask users, when QuoteWerks writes (Create or Update) to an Autotask Opportunity, the Opportunity Advanced Fields 1 through 5 can now contain information from the QuoteWerks document including Recurring information, deposit information, the Total Cost / Price of a particular QuoteWerks Item Type, and more. This is helpful when running reports on opportunities within Autotask.Version: 4.9 Build: 1 Release Date: 10/08/2013 Type: New View All Features in Build
For Autotask users, the Autotask Product Name can be created from Custom Text Fields 1 - 20, Internal Part Number, and Vendor Part number in addition to the Manufacturer Part Number and Description fields that could be used in previous builds.Version: 4.8 Build: 5.35 Release Date: 09/23/2013 Type: Fix View All Features in Build
For Autotask users, the Allocation Code Mapping would be ignored and the default Allocation Codes would be used when creating new items in Autotask.Version: 4.8 Build: 5.16 Release Date: 07/17/2013 Type: Fix View All Features in Build
For Autotask users, QuoteWerks now supports the updated Allocation fields for Products and Cost Items. The separated Allocation Codes for Products and Cost Items have now been combined into a single mapping in the Autotask Setup within QuoteWerks.Version: 4.8 Build: 5.16 Release Date: 07/17/2013 Type: Fix View All Features in Build
For Autotask Users, When QuoteWerks closed the Autotask Opportunity as Won, the recently added Autotask field 'Closed Date' was not being set. This caused an issue when viewing the Opportunity in Autotask.Version: 4.8 Build: 5.16 Release Date: 07/17/2013 Type: Misc View All Features in Build
For Autotask users, when QuoteWerks creates a new product in Autotask, the QuoteWerks Item's Manufacturer Part Number will be mapped to both the Autotask Product SKU and Manufacturer Product Name. Prior to this update, it was only mapped to the Manufacturer Product Name. This is helpful, because in Autotask, you can easily search for a Product by the SKU field, but cannot search by Manufacturer Product Name.Version: 4.8 Build: 5.16 Release Date: 07/17/2013 Type: New View All Features in Build
For Autotask users, you can now send over an item as an Autotask Labor Item to the Autotask Quote. The Labor item must already exist in Autotask. If the Labor Item is not found, the Quote Item will be added as a Cost Item.Version: 4.8 Build: 5.16 Release Date: 07/17/2013 Type: New View All Features in Build
For Autotask Users, QuoteWerks can link to the Autotask Labor/Role database as a Product Data Source. From within QuoteWerks, you can search the Autotask database and add these labor items to your QuoteWerks quote.Version: 4.8 Build: 5.12 Release Date: 07/12/2013 Type: Fix View All Features in Build
For Autotask users, error 91 when creating or updating an Autotask Opportunity. This had to do with an issue where Autotask was not returning any results for a resources query.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: 4.8 Build: 5 Release Date: 06/03/2013 Type: New View All Features in Build
Autotask contact data can be retrieved using the F2 Lookup macro of ~Autotask_Macro().Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: Fix View All Features in Build
When linking to an existing Autotask Opportunity, a new opportunity would be created with a copy of the details from the existing opportunity.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: Misc View All Features in Build
For Autotask users, when attempting to update an Autotask opportunity that the QuoteWerks quote is associated with, if the Autotask opportunity has been deleted (outside of QuoteWerks), a message will be displayed alerting the user.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: Misc View All Features in Build
Updated Autotask API no longer requires a "Dummy/Garbage Collection" Autotask quote. As a result, the process of deleting items from Autotask quotes, routinely done when updating the Autotask quote is now faster.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: Misc View All Features in Build
Added debug info command for Autotask.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: New View All Features in Build
For Autotask users, when QuoteWerks creates new products in Autotask, you can now map the Autotask Product Item Name to either the QuoteWerks Description field or the QuoteWerks Manufacturer Part Number field.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: New View All Features in Build
For Autotask users, Autotask Products and Services can be now used with Bundles and Configurations.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: New View All Features in Build
For Autotask users, you can now search for a Contact by AccountNumber.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: New View All Features in Build
For Autotask users, when retrieving customer information into QuoteWerks, you can now use the Datalink feature to retrieve non-address related information from Autotask such as terms, etc. This information is also available in Print Layouts. Account level field data and Contact level field data (including UDFs) can be retrieved.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: New View All Features in Build
For Autotask users, you can now create Account Notes and attach them to Accounts, Contacts, and Opportunities.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: New View All Features in Build
For Autotask users, the Rebuild CM Transport Files feature now works with Autotask.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: New View All Features in Build
For Autotask users, you can now send over an item as an Autotask Service Item in the Autotask Quote.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: New View All Features in Build
For Autotask users, the shipping amount now is passed into the Autotask Quote.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: 4.7 Build: 1 Release Date: 11/07/2011 Type: New View All Features in Build
Etilize 2.0 UI redesign and enhancements. Now includes accessories, spec sheets, website links, and support for multiple part numbers for the same item. The Etilize panel is now available on both the Product Lookup window and the Quote WorkBook, making it easy to update existing items on existing quotes with updated Etilize information. Etilize information is no longer just displayed when searching Etilize on the Product Lookup window, the Etilize panel now displays when searching individual product databases including Autotask and ConnectWise products. When searching for Etilize Products from the Product Lookup, you can narrow down the results by Category, Sub-Category, Manufacturer, and you can also limit the results to only items carried by distributors that you have setup real-time pricing for. Pricing is now available from CDW, Newegg, Dell, and Amazon. Etilize product content is now supported for UK Customers. To top it all off the Etilize integration now boasts a 7x speed increase!Version: 4.6 Build: 5 Release Date: 06/10/2011 Type: New View All Features in Build
Autotask is now supported with the new built-in Autotask link. This new integration is available in the Corporate Edition of QuoteWerks. The integration includes: a) Autotask can be searched to find Contacts to pull into the quote. b) QuoteWerks will create/update a Sales opportunity in Autotask. You can attach to existing Autotask opportunities or create new opportunities in Autotask. c) QuoteWerks will create/update an attachment to the quote under the Attachments tab in the Autotask Opportunity. This can be used to open the quote that the opportunity refers to. If this is a remote install or satellite office, opening that document link will import that quote into that QuoteWerks installation. d) QuoteWerks will create/update the Autotask Quote associated with the Opportunity. Line Items in QuoteWerks are automatically attached to the Autotask Quote. Products that do not already exist in Autotask are created in the Autotask master product database. Recurring revenue forecasting options are also supported. e) QuoteWerks can link to the Autotask Products and Services databases as Product Data Sources. From within QuoteWerks you can search the Autotask databases and add these products and services to your QuoteWerks quote. f) There is a "Display contact in contact manager" button on the SoldTo / ShipTo tab that will open the Autotask Contact in Autotask for the SoldTo, ShipTo, or BillTo linked contact. g) There is a "Display Opportunity in contact manager" button on the QuoteWerks Create/Update Autotask Opportunity window that will open the Autotask Opportunity in Autotask. h) There is a "Display Quote in contact manager" button on the QuoteWerks Create/Update Autotask Quote window that will open the Autotask Quote in Autotask.
©1993-2024 Aspire Technologies, Inc.
407-248-1481 (9am-5pm ET M-F)
Please Wait...