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167 Search results for goldmine

Version: 24.0 Build: 1.09 Release Date: 01/26/2024 Type: New View All Features in Build

Goldmine version 2024.1 is now supported!

Version: 24.0 Build: 1.01 Release Date: 11/30/2023 Type: New View All Features in Build

Goldmine 2023.4 is now supported!

Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: New View All Features in Build

For GoldMine users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user.

Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: New View All Features in Build

GoldMine 2023.3 is now supported!

Version: 23.0 Build: 4 Release Date: 04/21/2023 Type: New View All Features in Build

Added support for Goldmine 2023.2!

Version: 23.0 Build: 2.01 Release Date: 03/03/2023 Type: New View All Features in Build

GoldMine 2023.1 is now supported!

Version: 23.0 Build: 1.11 Release Date: 01/04/2023 Type: New View All Features in Build

For Goldmine users, when e-mailing a PO from the File->Print window, there is now an option to "Log sen e-mail in CRM Under e-mail Recipient record".

Version: 23.0 Build: 1.03 Release Date: 11/28/2022 Type: New View All Features in Build

GoldMine version 2022.4 is now supported!

Version: 5.7 Build: 4.04 Release Date: 08/08/2022 Type: New View All Features in Build

GoldMine 2022.3 is now supported!

Version: 5.7 Build: 3.16 Release Date: 06/22/2022 Type: Fix View All Features in Build

For Goldmine users, when sending and email using OAuth, the email content was not getting logged in GoldMine history.

Version: 5.7 Build: 3.16 Release Date: 06/22/2022 Type: New View All Features in Build

GoldMine 2022.2 is now supported!

Version: 5.7 Build: 2.22 Release Date: 03/03/2022 Type: New View All Features in Build

GoldMine 2022.1 is now supported!

Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: Misc View All Features in Build

Activated beta testing support for GoldMine 2022.1

Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: Fix View All Features in Build

For GoldMine users, after exporting order to QuickBooks, the GoldMine linked document Type field was not getting updated.

Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: New View All Features in Build

GoldMine 2021.2 is now supported!

Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: Fix View All Features in Build

For GoldMine users, when searching for a contact and then selecting it, the email address was not being pulled into the quote.

Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: Misc View All Features in Build

For the last 20 years, QuoteWerks has mostly relied upon the DocumentHeaders.SoldToCMAccountNo field to store the linked CRM contactID value in. Over the years as we have supported newer and different CRMs, it required that we also stored a SoldToCMCompanyRecID value which contained the record id of the CRM Company/Account. This SoldToCMCompanyRecID value has been stored in xml in the DocumentHeaders.DynamicStorageDH field. Additionally for salesforce.com and GoldMine the data stored in these fields is actually reversed. Changes have been made in this build. The DocumentHeaders.SoldToCMAccountNo field has been renamed to DocumentHeaders.SoldToCMContactRecID. There is now a DocumentHeaders.SoldToCMCompanyRecID field. There is now a DocumentHeaders.SoldToCMSecondaryContactRecID field. These same changes were applied to the "ShipTo" and "BillTo" counterpart fields. The "reversed" data for GoldMine and Salesforce.com has been corrected.

Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: New View All Features in Build

For GoldMine users, if you save changes to an order after the Completed Sale was created, the GoldMine Opportunity Closed amount will now be updated.

Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: New View All Features in Build

For GoldMine users, on the complete sale window the opportunity status will now default to Won or Lost depending upon the action.

Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: New View All Features in Build

For GoldMine users, on the Forecasted/Completed Sales tab of the GoldMine Integration Setup window there is now a "Update Goldmine Opportunity Name" option. When selected, the GoldMine Opportunities are renamed when the docno or docname changes.

Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: New View All Features in Build

For GoldMine users, when the SoldTo is already linked to contact in GoldMine and you try to link a different GoldMine contact to the SoldTo, you will now receive a warning that if you do this, it will orphan an existing records in GoldMine related to this SoldTo (like linked documents, follow up calls, forecasted sales, etc).

Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: Fix View All Features in Build

For Goldmine users, when converting a quote to an order and converting the forecasted sale to a completed sale, if the forecasted sale was linked to an Opportunity, the amount would still be displayed in the opportunity as forecasted.

Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: New View All Features in Build

For GoldMine users, when manually creating a GoldMine Opportunity through the QuoteWerks "Create/Update Forecasted Sale" window or the "Create/Update Completed Sale" window, if you create a new GoldMine Opportunity, but then choose to cancel the creation of the Forecasted or Completed Sale respectively, you will be warned that you will be orphaning the GoldMine Opportunity you just created, it will not be linked to the QuoteWerks document.

Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: New View All Features in Build

For GoldMine users, there is now an option to have QuoteWerks close the GoldMine opportunity as Won for you when completing the forecasted sale to a completed sale. At that time you can specify the Status and Win reason. Similarly, when converting to a Lost Sale, there is now an option to have QuoteWerks close the GoldMine Opportunity as Lost.

Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: New View All Features in Build

GoldMine 2021.1 is now supported!

Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: Fix View All Features in Build

For Goldmine users, if when searching for a contact, if "User Contact currently displayed in Goldmine" was selected, any changes to the "Also Display secondary Contacts" checkbox would not be remembered.

Version: 5.5 Build: 5.21 Release Date: 08/17/2020 Type: New View All Features in Build

Goldmine version 2020.1 is now supported!

Version: 5.5 Build: 5.07 Release Date: 07/07/2020 Type: Fix View All Features in Build

For Goldmine users, sometimes when a sent email was logged in Goldmine the attachment would not appear in the email message being logged.

Version: 5.5 Build: 3.04 Release Date: 03/10/2020 Type: Fix View All Features in Build

For GoldMine users, if an Goldmine ACCOUNTNO value contained a double quote character, the DataStream Query would return an error.

Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build

Goldmine 2019.1 is now supported!

Version: 5.4 Build: 6.01 Release Date: 05/15/2019 Type: Fix View All Features in Build

For GoldMine users, when sending an Email and choosing the Plain Text option, and choosing to log the sent email in GoldMine history, the plain text message was not being saved with the history record.

Version: 5.3 Build: 4 Release Date: 6/11/2018 Type: Fix View All Features in Build

For GoldMine users, when converting a quote to an order, it was not converting the forecasted sale to a completed sale. Also creating an order initially would not create a completed sale in GoldMine. This issue was introduced in v5.3 build 3.14.

Version: 5.3 Build: 4.09 Release Date: 06/14/2018 Type: New View All Features in Build

Goldmine 2018.2 is now supported!

Version: 5.3 Build: 4 Release Date: 06/11/2018 Type: Misc View All Features in Build

When the Contact Lookup window is displayed, the text search box now has focus. This was added for Outlook, Act, GoldMine, QuickBooks, Salesforce.com, and SalesLogix.

Version: 5.3 Build: 3.14 Release Date: 4/5/2018 Type: Fix View All Features in Build

For Goldmine users, when QuoteWerks completed a forecast in GoldMine, it was not setting the CONTHIST.NUMBER1 and CONTHIST.NUMBER2 fields which were used in Goldmine for reporting.

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: 2.02 Release Date: 1/23/2018 Type: Fix View All Features in Build

For GoldMine users, when converting a quote to an order, the existing GoldMine forecast sale (if any) was not being completed in GoldMine.

Version: 5.3 Build: 1.05 Release Date: 11/29/2017 Type: New View All Features in Build

GoldMine 2018.1 is now supported!

Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: Fix View All Features in Build

For GoldMine users, when converting a quote to an order, a QuoteWerksDocument Detail record was getting created even if the original quote did not have a QuoteWerksDocument Detail record.

Version: 5.2 Build: 3.13 Release Date: 03/09/2017 Type: New View All Features in Build

GoldMine 2017.1 is now supported!

Version: 5.2 Build: 2.26 Release Date: 02/10/2017 Type: Fix View All Features in Build

For Goldmine users, DataLink of RetrieveBillTo or RetrieveShipTo was not working.

Version: 5.2 Build: 2.22 Release Date: 01/26/2017 Type: New View All Features in Build

For Goldmine users, when using the &Dear field in the DataLink, if you selected a Secondary Contact the DataLink will now grab the Dear value from the Secondary contact.

Version: 5.1 Build: 6.04 Release Date: 06/02/2016 Type: New View All Features in Build

GoldMine 2016.1 is now supported!

Version: 5.1 Build: 4 Release Date: 02/03/2016 Type: Fix View All Features in Build

For GoldMine users, when a record was owned by a Group and the record was completely curtained, QuoteWerks would not return this record in a contact search result even if the logged in user was a member of the Group that owned the record.

Version: 5.1 Build: 2.06 Release Date: 11/18/2015 Type: New View All Features in Build

Goldmine 2015.2 is now supported!

Version: 5.0 Build: 4.30 Release Date: 05/21/2015 Type: New View All Features in Build

Goldmine 2015.1 is now supported!

Version: 5.0 Build: 1.43 Release Date: 01/06/2015 Type: New View All Features in Build

For Goldmine users, when creating a new opportunity, the default opportunity name will be generated using the macros on the Misc tab of the Tools->Options menu...

Version: 5.0 Build: 1.09 Release Date: 12/09/2014 Type: New View All Features in Build

GoldMine 2014.2 is now supported!

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: 10.21 Release Date: 09/30/2014 Type: Fix View All Features in Build

For Goldmine users, "unknown rectype (OZ)" error when saving opportunity.

Version: 4.9 Build: 10.18 Release Date: 09/25/2014 Type: Fix View All Features in Build

For GoldMine users, would receive error about locating GoldMine opportunity referencing a RecType of "OX"

Version: 4.9 Build: 10.18 Release Date: 09/25/2014 Type: New View All Features in Build

For Goldmine users, looking up secondary contacts on the Contact Search window is now much faster.

Version: 4.9 Build: 10.09 Release Date: 09/18/2014 Type: Fix View All Features in Build

For GoldMine users, would receive error about locating GoldMine opportunity referencing a "SeekKey" ending in "OZL".

Version: 4.9 Build: 8.06 Release Date: 06/26/2014 Type: Fix View All Features in Build

For Goldmine users, in some cases, when displaying the secondary contacts based on the currently displayed GoldMine contact, not all the secondary contacts would display.

Version: 4.9 Build: 8.06 Release Date: 06/26/2014 Type: Fix View All Features in Build

For Goldmine 2014.1 users, when creating a forecasted sale, the list of Goldmine opportunities showed empty items in the list and did not show all the opportunities it should have.

Version: 4.9 Build: 7 Release Date: 05/07/2014 Type: New View All Features in Build

GoldMine 2014.1 is now supported!

Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: Misc View All Features in Build

For Goldmine users, the speed of loading the Create/Update forecast window has been dramatically improved.

Version: 4.9 Build: 1 Release Date: 10/08/2013 Type: New View All Features in Build

For GoldMine users, when creating a new Goldmine Opportunity you can now specify the owner of the opportunity rather than it defaulting to the user selected for the GoldMine forecast.

Version: 4.8 Build: 5.35 Release Date: 09/23/2013 Type: New View All Features in Build

Goldmine version 2013.1 is now supported!

Version: 4.8 Build: 5 Release Date: 06/03/2013 Type: New View All Features in Build

For GoldMine users, you can now search by contact name.

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: 8 Release Date: 09/13/2012 Type: New View All Features in Build

For GoldMine users, when using the new "Hide TO Recipients from each other" option, each sent email is logged in GoldMine (if the email address is found in GoldMine) as if it was sent from GoldMine.

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: 1.01 Release Date: 11/16/2011 Type: New View All Features in Build

On the SoldTo/ShipTo tab, the "Display contact in Contact Manager" button now works with GoldMine!

Version: 4.6 Build: 6 Release Date: 09/08/2011 Type: Misc View All Features in Build

For GoldMine users, added new ini key "GoldMineMaxSearchResultSecondaryRecords" under the "Contact Managers" section in the site.ini file. This enables you to increase the default limit of displaying only the first 50 GoldMine secondary contacts.

Version: 4.6 Build: 5.01 Release Date: 06/27/2011 Type: Misc View All Features in Build

For GoldMine users, the list of GoldMine users returned from GoldMine was no longer returned in alphabetical order, so a sort is now applied by QuoteWerks.

Version: 4.6 Build: 5 Release Date: 06/10/2011 Type: New View All Features in Build

Information from external files can be included in E-Mail Templates, E-Mail Snippets, and E-Mail Signatures. Simply include the macro File:{file name and path} and replace the entire {file name and path} portion with something like f:\goldmine\jcl.html. You can use this to insert html or plain text.

Version: 4.6 Build: 2 Release Date: 02/16/2011 Type: Fix View All Features in Build

If your CRM was not GoldMine, MS CRM or ACT for Web, you would not be able to select an email address from the new 'QuoteWerks Users" option on the Select E-mail Recipients window.

Version: 4.5 Build: 7 Release Date: 06/21/2010 Type: New View All Features in Build

GoldMine 9.0 is now supported!

Version: 4.5 Build: 4 Release Date: 04/07/2010 Type: Fix View All Features in Build

For GoldMine users, the integration uses DDE which has a 254 character limit for each DDE command. There are some GoldMine integration activities in which the 254 character limit may have been reached. Now you will receive a message if this happens so that it can be tracked down.

Version: 4.5 Build: 4 Release Date: 04/07/2010 Type: New View All Features in Build

Added new CompanyAKA1, CompanyAKA2, and CompanyAKA3 fields to the built-in QuoteWerks contact database. This feature lets you specify up to 3 "Also Known As" (AKA) aliases for each company record. When searching for a contact by company name, if the search phrase finds a match in the Company, CompanyAKA1, CompanyAKA2, or CompanyAKA3 field, that record will be returned in the results. There are many fantastic ways to use this new feature which you will quickly find very useful. For example, a company like "Center for Computer Resources" when asked for their company name may reply with "CCR". If you search your database for CCR you will of course not find it, because the company’s full name is "Center for Computer Resources". Using the new company name aliasing feature, you can set CompanyAKA1="CCR". That way you will find their record if you type in either "Center for Computer Resources" or "CCR". Here is another way to use the Aliasing feature. You may use contact management software "GoldMine". The company that makes "GoldMine" is "FrontRange Solutions, Inc.". If you want to search your database to look for the phone number for GoldMine support, you will most likely remember the name "GoldMine" and not "FrontRange Solutions, Inc." In this case, you can set the CompanyAKA1="GoldMine". That way when you search for "GoldMine" it will pull up "FrontRange Solutions, Inc." Building on this, you could also store the name of your GoldMine reseller in CompanyAKA2, so that when you search for "GoldMine" QuoteWerks returns the contact information for both the company that makes GoldMine and the reseller that services your GoldMine installation. Another really great use for the Aliasing feature is to record company parent and child relationships. A company may have its own particular name like "Aspire Technologies, Inc.", but its parent company is "Lewe Enterprises". You may have "Aspire Technologies, Inc." listed in your database, but when they call you, they say their name is "Lewe Enterprises". In this case, you can set the Company="Aspire Technologies, Inc.", and CompanyAKA1="Lewe Enterprises". Another use would be simply to use the Alias as a nickname. Another use is when a company changes their name. You can put the old name in CompanyAKA1, and update the Company field with the new name. This way, you will find the record when you search for the old or current company name. This is particularly useful when someone who has been with the company for a long time may initially announce themselves as working for an old company name either accidentally or they assume that your records have not been updated.

Version: 4.0 Build: 51 Release Date: 10/22/2009 Type: Fix View All Features in Build

For GoldMine users, after renaming a document, the message "Searching for existing completed sale record in GoldMine. Please wait..." would remain in the status bar.

Version: 4.0 Build: 51 Release Date: 10/22/2009 Type: Fix View All Features in Build

The new CannotManuallyModifyCRMRetrievedFieldValue:DH_&SoldToFields functionality only worked with GoldMine.

Version: 4.0 Build: 51 Release Date: 10/22/2009 Type: New View All Features in Build

For GoldMine users, on the newly redesigned Select Email Address window, you can now easily choose email addresses from the GoldMine contact record linked to the Sold To, Ship to, and Bill to contacts respectively.

Version: 4.0 Build: 51 Release Date: 10/22/2009 Type: New View All Features in Build

For GoldMine users, on the newly redesigned Select Email Address window, there is now a "'Bill To' E-mail Addresses from GoldMine" email list. This will be a list of all email addresses associated with the GoldMine contact record that is linked to the Bill To fields in QuoteWerks.

Version: 4.0 Build: 51 Release Date: 10/22/2009 Type: New View All Features in Build

For GoldMine users, on the newly redesigned Select Email Address window, there is now a "'Ship To' E-mail Addresses from GoldMine" email list. This will be a list of all email addresses associated with the GoldMine contact record that is linked to the Ship To fields in QuoteWerks.

Version: 4.0 Build: 51 Release Date: 10/22/2009 Type: New View All Features in Build

For GoldMine users, on the newly redesigned Select Email Address window, there is now a "'Sold To' E-mail Addresses from GoldMine" email list. This will be a list of all email addresses associated with the GoldMine contact record that is linked to the Sold To fields in QuoteWerks.

Version: 4.0 Build: 49 Release Date: 08/27/2009 Type: New View All Features in Build

For Emails sent using the Built-in SMTP email, the pdf or rtf file for the quote/order/invoice that is attached in the email will now be saved in the QuoteWerks\History\Email folder. Previously this only happened if you used GoldMine as your CRM or if you sent emails through Outlook from within QuoteWerks. The file name will have a postfix added to it to ensure unique file names. Only the quote document file itself is saved here. Copies of literature or spec sheet documents will not be saved here.

Version: 4.0 Build: 47 Release Date: 06/09/2009 Type: New View All Features in Build

GoldMine 8.5 (Premium Edition) is now supported!

Version: 4.0 Build: 46 Release Date: 03/27/2009 Type: Fix View All Features in Build

For GoldMine users, on the send email window, when selecting an email address from the list of all addresses associated with the GoldMine contact being used in the quote, any email addresses in Goldmine longer than 35 chars would be truncated.

Version: 4.0 Build: 39.01 Release Date: 08/18/2008 Type: Fix View All Features in Build

When sending email using the built-in SMTP email with GoldMine as your contact manager, QuoteWerks would terminate. Applicable to Build 39 users only as this issue did not effect any other builds.

Version: 4.0 Build: 36.03 Release Date: 05/27/2008 Type: New View All Features in Build

On the Create GoldMine Completed sale window, the GoldMine Result codes are now displayed in a drop down combo (so you do not have to manually re-create this list in a QuoteWerks F2 Lookup list)

Version: 4.0 Build: 36.03 Release Date: 05/27/2008 Type: New View All Features in Build

On the Create GoldMine forecasted sale window, Create GoldMine call window, and Create GoldMine Completed sale window, the GoldMine activity codes are now displayed in a drop down combo (so you do not have to manually re-create this list in a QuoteWerks F2 Lookup list)

Version: 4.0 Build: 33 Release Date: 02/15/2008 Type: Fix View All Features in Build

For GoldMine 4.0 users would receive error "Invalid Datastream iHandle was returned in FindGoldMineContactUsingDataStreamEx()...." when searching for a GoldMine contact under the Contacts|Lookup menu.

Version: 4.0 Build: 33 Release Date: 02/15/2008 Type: New View All Features in Build

GoldMine 7.5 is now supported!

Version: 4.0 Build: 29 Release Date: 05/18/2007 Type: New View All Features in Build

GoldMine Premium Edition (version 8.0) is now supported. GoldMine Premium Edition is a new offering from GoldMine and was first released as version 8.0.

Version: 4.0 Build: 24 Release Date: 03/13/2007 Type: Fix View All Features in Build

For GoldMine 7.0 users when saving a forecasted sale, the Forecasted Date was not getting updated on the Summary tab and a duplicate contact2 record was getting added.

Version: 4.0 Build: 20 Release Date: 08/01/2006 Type: Fix View All Features in Build

For GoldMine users when searching for a contact in QuoteWerks, contacts would not be found due to a case sensitivity with the DBASE versions of GoldMine 6.5, 6.6, 6.7 and the FireBird version of 7.0.

Version: 4.0 Build: 20 Release Date: 08/01/2006 Type: Fix View All Features in Build

For GoldMine users, the contact search feature was acting with case sensitivity for versions of GoldMine using Dbase/Firebird backend.

Version: 4.0 Build: 20 Release Date: 08/01/2006 Type: Misc View All Features in Build

For GoldMine users, if a secondary contact field like "Contact" contains data with spaces after it, GoldMine does not trim the spaces so QuoteWerks would retrieve the space values which is undesirable. QuoteWerks now trims the field values for GoldMine.

Version: 4.0 Build: 14 Release Date: 11/28/2005 Type: Fix View All Features in Build

If a GoldMine contact record had more than 100 email addresses in it a message could be incorrectly displayed when selecting a contact indicating that there is no email address designated as the primary email address.

Version: 4.0 Build: 14 Release Date: 11/28/2005 Type: Fix View All Features in Build

When searching for a GoldMine contact, the search field selection would change back to the last selection each time you clicked on the [Find] button.

Version: 4.0 Build: 14 Release Date: 11/28/2005 Type: New View All Features in Build

On the Misc tab of the Advanced GoldMine Setup window (from the Contacts|Setup Contact Manager menu) there is now an option to set the maximum number of records to return when performing a GoldMine search for contacts.

Version: 4.0 Build: 14 Release Date: 11/28/2005 Type: New View All Features in Build

GoldMine 7.0 is now supported.

Version: 4.0 Build: 14 Release Date: 11/28/2005 Type: New View All Features in Build

For users of the Corporate Edition of GoldMine, you can now search for a partial company name, last name or phone number.

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: 10 Release Date: 05/26/2005 Type: New View All Features in Build

Added new command line option for logging into QuoteWerks. Now when you supply the /u: user login name parameter, you can use /u:&SYS_CMLoggedInUser to obtain the user login name from the user currently logged into GoldMine. You can also use /u:&SYS_WindowsLoggedInUser to obtain the user login name from the user currently logged into Windows.

Version: 4.0 Build: 10 Release Date: 05/26/2005 Type: New View All Features in Build

For GoldMine users that use the built-in QuoteWerks SMTP email feature, when emailing a quote/order/invoice the attachment is now saved in the \QuoteWerks\History\Email folder so that when you open up the sent email in GoldMine at a later date, the email attachment can be viewed.

Version: 4.0 Build: 8 Release Date: 04/26/2005 Type: Fix View All Features in Build

For GoldMine users sometimes would receive error about SeekCalRecordUsingDataStream or SeekCompletedSaleRecordUsingDataStream when saving quotes/orders/invoices that had apostrophes in the quote name.

Version: 4.0 Build: 7 Release Date: 02/25/2005 Type: Fix View All Features in Build

Error "The vendor's information '{vendor name}' was not found in GoldMine, and therefore will not be printed." when QuoteWerks would try to lookup a vendor in GoldMine, it would not find it even though it did exist. This happened with GoldMine 6.7.

Version: 4.0 Build: 6 Release Date: 02/15/2005 Type: New View All Features in Build

Added ini setting GoldMineMaxSearchResultRecords under the [Contact Managers] section of the site.ini file. You can change this setting to enable QuoteWerks to return more than the default 20 max search result records.

Version: 4.0 Build: 4 Release Date: 01/10/2005 Type: New View All Features in Build

Added an ini setting to set a default name for a GoldMine Sales Opportunity when creating one from QuoteWerks. The key is OpportunityName under the [Preferences] section of the {UserINIFile}.

Version: 4.0 Build: 3 Release Date: 10/18/2004 Type: Fix View All Features in Build

QuoteWerks was not finding existing GoldMine forecasted sales, completed sales, and call backs causing duplicates when attempting to update existing records.

Version: 4.0 Build: 2 Release Date: 10/12/2004 Type: Fix View All Features in Build

For GoldMine users, when saving a document as the next revision, if there was a sales forecast for this document the sales forecast value was not getting updated.

Version: 4.0 Build: 1 Release Date: 07/14/2004 Type: New View All Features in Build

When creating a new GoldMine opportunity from within QuoteWerks, the owner of the opportunity will now be based on the user selected for the forecast instead of always being the user that is logged into GoldMine.

Version: 3.0 Build: 35 Release Date: 02/19/2004 Type: Fix View All Features in Build

For GoldMine 6.0 users, would receive error "There was an error retrieving GoldMine opportunity/project record name" when choosing to create a forecasted sale for the quote. This would happen when the GoldMine 6.0 contact record contained closed opportunities.

Version: 3.0 Build: 35 Release Date: 02/19/2004 Type: New View All Features in Build

Certified for use with GoldMine 6.5.

Version: 3.0 Build: 32 Release Date: 08/20/2003 Type: Fix View All Features in Build

Sometimes, the last selected option to create a GoldMine forcasted sale or completed sale would not be remembered.

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: 32 Release Date: 08/20/2003 Type: Fix View All Features in Build

Error "QuoteWerks was unable to make the selected contact record the currently displayed contact record in GoldMine. This will affect Data Link features." caused due to a double quote symbol in the contact record account number. This has been corrected.

Version: 3.0 Build: 29 Release Date: 05/09/2003 Type: Fix View All Features in Build

For GoldMine users, when performing certain actions, with some contact records, you could receive an "invalid datastream" message. This was caused by a double quote symbol in the GoldMine record accountno field.

Version: 3.0 Build: 29 Release Date: 05/09/2003 Type: Fix View All Features in Build

When converting a document to an order or invoice and using GoldMine the linked document would not get completely updated.

Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: Fix View All Features in Build

When logging a sent email in GoldMine history, sometimes the complete body text would not be saved in the email.

Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: Misc View All Features in Build

The GoldMine setup window under the Contacts|Setup Contact Manager menu has been changed. The GoldMine options are now setup on a separate window with tabs for the different categories.

Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: New View All Features in Build

On the send email window, when clicking on the elipsis button for the cc box, a newly designed window will appear that will allow you to choose one or more email addresses from a list of the email addresses you have setup in QuoteWerks, or from the email addresses setup for the GoldMine contact that is being used in the quote.

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: 28 Release Date: 02/25/2003 Type: New View All Features in Build

For GoldMine users. The "Copy profit amount or sale amount into forecast notes" option has now been expanded. Instead of the hard coded information being sent to the notes tab, you can customize what data is written to the notes field using the new SaleNotesMacroText feature. You can enter whatever text you would like, and can use the QuoteWerks macros such as &DH_ProfitAmount anywhere in the text

Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: New View All Features in Build

IMPORTANT - For GoldMine users. Added more options for controlling what information is saved into the notes field of a forecasted sale or completed sale that is created by QuoteWerks. After installing update, select the Contacts|Setup Contact Manager and choose the new [Setup forecasted sale and completed sale notes] button to confirm that the settings are correct for your needs. The update does attempt to convert your previous settings as best as it can to the new settings. You can now specify if the notes field of a forecasted sale or completed sale should be a) always overwritten by QuoteWerks, b) overwritten only if the notes are empty, or c) never overwritten by QuoteWerks. Another change is that when converting to an order or lost sale, the notes field in the GoldMine record can now be preserved based on the new options that you can set.

Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: New View All Features in Build

The ini key used to determine whether or not to assign the currently logged in GoldMine user as the linked document owner has been added to the GoldMine integration setup window, so you no longer have to directly edit the ini file.

Version: 3.0 Build: 26 Release Date: 11/19/2002 Type: Fix View All Features in Build

Rare issue when GoldMine ACCOUNTNO field contained a double quote symbol.

Version: 3.0 Build: 26 Release Date: 11/19/2002 Type: Fix View All Features in Build

When selecting a GoldMine secondary contact from the Contact Lookup window, and the secondary contact had a 1 line address, and the primary contact had a 2 line address, the primary contact line2 would be incorrectly copied to line2 of the additional contacts address.