QuoteWerks Update Center

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Version 5.0 Summary
72 New, 80 Fixes, and 22 Miscellaneous features
New Features - Version 5.0
 1. ConnectWise 2015.1 is now supported! [Build: 1]

 2. There is now an 'Opportunities' Dashboard in QuoteWerks. The information displayed on this dashboard will be read in real-time from the quotes in the QuoteWerks database, which is the original source of the opportunity information so it will always be accurate, up-to-date, and instant. This dashboard will enable you to automatically track opportunities and quota achievement at the individual or company level. Gain insight into quarterly progress, various stages of quotes, top selling products, and more! The Opportunities Dashboard is only available in the Professional and Corporate Editions of QuoteWerks. [Build: 1]

 3. You can now set a Monthly Sales Quota Amount per sales rep on the Sales tab of the User properties window. This is used in the MySummary and Opportunities Dashboards. The UserProperties "Commissions" tab has been renamed to "Sales". [Build: 1]

 4. The MySummary Dashboard has been updated to include a "Quota bar" that shows sales statistics relating to the logged in user's sales quota. [Build: 1]

 5. 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, etc [Build: 1]

 6. QuoteWerks now has built-in lease payment calculation support. You can very easily offer your customer the option to lease the quote. QuoteWerks makes it effortless to give the customer multiple lease choices such as 12 months, 36 months, FMV purchase, $1 buyout, 0/1 upfront payment, etc. As the quote total changes, the lease payments automatically re-calculate! All leasing companies are supported, simply enter your leasing companies lease rate factor data into QuoteWerks. When quote is delivered using QuoteValet, as the customer changes options, the lease payments are automatically re-calculated to reflect the new quote total. Through QuoteValet the customer can choose to purchase the quote outright or can choose a leasing option. There are many options, such as whether or not to include sales tax or not. [Build: 1]

 7. QuoteWerks now supports a real-time leasing integration with GreatAmerica Financial Services. Offer leasing options to your customers without leaving QuoteWerks! Real-time module is required. On the Sale Info tab, just choose the [Add Lease payment Options] button in the Payment Options frame. Once you select your GreatAmerica lease card, the real-time query to GreatAmerica will enable you to see all the lease options available from GreatAmerica such as terms, advance payments, points, and purchase options. Just select the combinations of options you would like to see and GreatAmerica provides all the iterations of those combinations. Once you've had a chance to see them, you can choose which ones you would like to offer to your customer. [Build: 1]

 8. Dell Integration. The QuoteWerks Dell integration enables Dell Premier Partners with Punchout credentials, to import Dell order Requestions from the Dell Premier portal, and place electronic orders. You can initiate a new Dell order requisition from within QuoteWerks, choose items on the Dell website (or select a quote your Dell sales rep created for you), and then import those items into the QuoteWerks quote. Later, QuoteWerks can order those items electronically through Dell. [Build: 1]

 9. 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, MSCRM, and salesforce.com. Links to view the opportunity in salesforce.com, MSCRM, and Autotask. Links to view the call activity in MSCRM. Links to view the tickets in ConnectWise. In ConnectWise 2015.1 and higher, links to view the contact, activity, and opportunity. [Build: 1]

 10. Payment options feature on the Sale Info tab. You can give you customer the choice to pay by Terms or by Credit Card. This is especially useful for QuoteValet users, if you specify any payment options and Credit Card is not included in the list of payment options, then when the quote is accepted through QuoteValet, your customer will not be presented with the option to pay by credit card. You can set defaultpayment options to be used in all new quotes under the Payment tab of the Tools->Options menu. [Build: 1]

 11. For ConnectWise 2015.1 and higher users, on the SoldTo/ShipTo tab there is now a button you can click that will open the selected ConnectWise contact in ConnectWise. [Build: 1]

 12. For ConnectWise 2015.1 and higher users, the Create/Update Opportunity window now has a button you can click that will open the selected ConnectWise opportunity in ConnectWise. [Build: 1]

 13. QuoteWerks URL redirector. The web browser "quotewerks:" protocol handler is a great way to automate QuoteWerks actions from a web browser hyperlink. Not following standards, some CRMs have started requiring that all custom URL hyperlinks start with "http://" or "https://". To address this, we now have a QuoteWerks URL redirector. Instead of starting the URL with "quotewerks://quotebutton?" you can now instead use "https://www.qwcontent.com/QuoteWerksURLProtocolRedirector.aspx?RedirectorAction=quotebutton" [Build: 1]

 14. For ConnectWise 2015.1 and higher users, on the SoldTo/ShipTo tab there is now a button you can click that will open the selected ConnectWise contact in ConnectWise. [Build: 1]

 15. For ConnectWise Users, when converting a Quote to an Order, on the "Close opportunity as Won" opportunity window, there is now an option to create a ConnectWise Sales Order from the Opportunity. This will link all Products, Notes, and Documents from the ConnectWise Opportunity to the New Sales Order in ConnectWise. [Build: 1]

 16. For ConnectWise users, the Create/Update Opportunity window now has a button you can click that will open the selected ConnectWise opportunity in ConnectWise (Requires ConnectWise 2015.1 and higher). [Build: 1]

 17. For API users, added an "Application.XMLEvent (byref sXMLEventData as string)" method. [Build: 1]

 18. For API users, added an "Application.ProcessXMLRequest (byval sXMLRequest) as string" method. [Build: 1]

 19. Maximizer 13.0 is now supported! [Build: 1.06]

 20. There is now an option to synchronize the "\QuoteWerks\LeaseRateCards" folder. [Build: 1.06]

 21. GoldMine 2014.2 is now supported! [Build: 1.09]

 22. Added macro &DH_&PaymentOptions_IndicateSelected. Use this macro to generate the payment options text indicating which payment option is selected. [Build: 1.09]

 23. There is now a Lease Payment Options display macro. You can modify this on the Leasing tab of the Tools->Options menu. This will enable you to control the text that is used to display the lease payment options. [Build: 1.09]

 24. For QuickBooks users, the Select QuickBooks Sales Tax Item window has been modified to display the default tax item name from the existing customer record in QuickBooks. [Build: 1.18]

 25. Added support for Tech Data online order status of 'Invoiced'. Would receive "TechDataLineStatusConvertToStandard()" error. [Build: 1.18]

 26. On the Active Quotes Panel an "[R]" indicator will appear after the document number to indicate there are revisions related to this document. You can then open the document and choose the View->Document Revisions menu to see all the revisions. [Build: 1.18]

 27. When converting a document, if it has already been converted it will now alert you and ask if you would like to continue anyway. [Build: 1.18]

 28. SugarCRM 7.5 is now supported! [Build: 1.43]

 29. For QuickBooks users, When submitting an electronic order and then creating a PO in QuickBooks, the ShipTo information entered into the online order will be included in the QuickBooks Purchase Order. [Build: 1.43]

 30. For QuickBooks users added option to export to QuickBooks using the QuoteWerks document BillTo fields vs the SoldTo fields. If this option is set, then when exporting the document to QuickBooks as an invoice/estimate/salesOrder, it will map the QuoteWerks BillTo fields as the CustomerJob in QuickBooks. This "Transaction BillTo mapping" option is set on the Mappings.General subtab under the Quickbooks Setup window. [Build: 1.43]

 31. On the Email tab of the Tools->My Preferences menu there is now a new "Auto spell-check before sending e-mail" option. [Build: 1.43]

 32. For QuickBooks users, the Create QuickBooks Item window was widened to display longer Account names. [Build: 1.43]

 33. When line items are selected and then you perform an operation like Edit->Apply Cost Modifier, Edit->Apply Price Modifier, Edit->Apply Quantity, or Edit-> Edit Line Attributes, the line items will remain selected after the operation. [Build: 1.43]

 34. When using the Edit->Clear Line (CTRL-K), on a comment line or heading line, it no longer changes the line type to a Product/Service, it keep s the line type the same and just clears all the field data from it. [Build: 1.43]

 35. Added "Disable ManufacturerPartNumber Dropdown list" option under the Installation tab of the Tools->Options menu. This will prevent the dropdown list from appearing in the ManufacturerPartNumber column on the Document Items grid. This is used for customers that have product databases that are so large (15,000 products or more), this feature is not really useful and since it takes 12 seconds or more for the list to appear it is better just to disable it. [Build: 1.43]

 36. You can now use the command line to import contacts. Use the command line option, for example, /i:standardcontactimport.cit [Build: 1.43]

 37. You can now use the command line to import vendors. Use the command line option, for example, /i:standardvendorimport.vit [Build: 1.43]

 38. 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... [Build: 1.43]

 39. The search field labels on the Open Document window now display the customized labels as customized through the Quote WorkBook labels. [Build: 1.43]

 40. For Etilize users, on the Product Lookup window, there is now a [Clear] button that clears the Etilize search keyword and sets focus to the search keyword text box. [Build: 1.43]

 41. "Multiple Database Search" is now available in the Quick Lookup bar. [Build: 1.43]

 42. The Access tab of the User Properties window now has an [Export to Windows Clipboard] button. Useful for administrators to copy the entire list out to go over with management to determine rights to assign users. [Build: 1.43]

 43. For SYNNEX online ordering users, added the Markham, Ontario warehouse. [Build: 1.43]

 44. The Open Document window has been re-designed to have a single search panel area with shortcuts that apply common search criteria to the search fields. You can now also search by the PreparedBy field. The Document type search choices now include "Active Quotes, Quotes, Orders, Invoices, "All". The search "shortcuts" are "MyActiveQuotes", "MyDocuments", "MyRecentDocuments", "AllActiveQuotes", "AllDocuments", and "AllRecentDocuments". Each user can set their preferred default under the Misc tab of the Tools-> My Preferences menu, "Document Search Default". You can also press the ENTER key in any of the manual input search fields to run the search. All other fields selections run the search immediately upon the selection change. Some new date ranges of "Last 30 days", "Last 60 days", and "last 90 days" were also added. [Build: 1.46]

 45. Added new option "When manually saving PDF file, default the option to 'Attach to CRM' under the Print tab of the Tools->Options menu. [Build: 1.46]

 46. You can have up to 10 quotes open at the same time in QuoteWerks. Now, when you try to open the 11th quote, QuoteWerks will prompt you to close the first quote that does not need to be saved in the order that they were opened. If all the open quotes need to be saved then you will be prompted to manually save and close a quote before you can open the quote you are trying to open. [Build: 1.46]

 47. ConnectWise 2015.2 is now supported. [Build: 2]

 48. For Product Content Subscribers, when Etilize returns multiple Part Numbers for the same vendor/distributor, the background color of the Vendor Part Number drop down for that vendor will now be yellow on the Etilize Panel. This will provide you with a visual indication that there are multiple part numbers and you may want to more closely examine the part number to make sure this is the one you are looking for. [Build: 2]

 49. On the open Document window you can now search by LastModifiedBy. [Build: 2]

 50. On the open Document window, the Item search field name drop down now displays the customized column name in addition to the actual field name. The Item search field name drop down was also updated for the Tools-> Find quoted item. [Build: 2]

 51. On the open Document window the grid column headings now display the customized label names. [Build: 2]

 52. When using QuoteWerks as the contact manager, in the DataLink you can now retrieve the Company and Title fields value from the QuoteWerks contact database record. [Build: 2]

 53. When duplicating a document that is locked, the locked flag is cleared in the resulting duplicate document. [Build: 2]

 54. The View->Customize menu columns now shows the original field name next to the column heading. [Build: 2]

 55. MS CRM 2015 (v7.0) is now supported! [Build: 4.09]

 56. ConnectWise 2015.3 is now supported! [Build: 4.09]

 57. The Etilize search capabilities have been significantly improved. After doing the initial search, you can now drill down by selecting Category, Manufacturer, and Product Feature attributes to narrow down the results of your search. For example, when searching for a laptop, you can narrow the Etilize results by selecting the screen size, RAM, Hard Drive size, etc. [Build: 4.09]

 58. The Etilize panel now processes Pricing & Availability requests simultaneously resulting in massive speed increases. Previously, if you had accounts with Tech Data, Ingram Micro, SYNNEX, and D & H, QuoteWerks would request real-time Pricing and Availability for each sequentially. Each real-time request takes between 1 and 5 seconds depending on the distributor and the time of day, so for 4 distributors, it would take up to 20 seconds to obtain pricing for all of the distributors of an item. With the new parallel processing, QuoteWerks requests real-time Pricing and Availability from all of the distributors for an item at the same time. This process only takes as long as the slowest distributor response time. In this scenario, this new feature could save you 15 seconds or more just on a single item! [Build: 4.09]

 59. The Etilize panel now has a Similar Items tab. This will contain a list of products that are similar in feature set to the product you are looking at. This is particularly useful when the item you searched for is not in stock, you can use this to find a similar product that is in stock. This also provides you with an easy way to see a list of products to Cross-Sell. [Build: 4.09]

 60. The Etilize panel now has an Upsell items tab. This will contain a list of products would be an up sell to the selected product using Etilize's advanced suggested selling engine. These products will be better products with more features and usually sold for a higher price. With this, you can easily provide Good, Better, Best options on your quotes increasing the chance that customers will choose the higher priced items, increasing your sales. [Build: 4.09]

 61. Etilize Product Comparison window. The QuoteWerks Product Content subscription now supports side-by-side comparison of Etilize items. From the Etilize panel you click [Compare] which will load the item into this window. You can compare up to 15 items at the same time (limited by monitor size). The compare displays all the attributes of each item in a table format. There is an option to "Highlight Product Differences" making it easy to pin point differences between the items. On this Compare window, you can also see all the prices and availability for all the items for all the distributors at the same time empowering you with all the information needed to make the best choice for your needs. The pricing & availability on the Etilize Compare Window uses the new parallel processing of real-time requests to fulfill 45 price requests in 3 seconds. Similar to the Etilize panel you can click the distributor part number to view the item on the distributor website, any part numbers found by the PartLocator will be displayed with bulls-eye icon next to it, and the lowest cost for each item is indicated in green. You can also select an individual item and display the Etilize panel giving you access to more detailed warehouse availability and also the consumer pricing. Also on the Compare window is a [Add PDF to Links Tab] button which will create a PDF file of the Product Feature comparison table (not including pricing) and add it to the Links tab. As with the Etilize Spec Sheet PDF, this PDF obeys the option to not include the ManufacturerPartNumber if that option is set. [Build: 4.09]

 62. When performing at Etilize search, there is a new column "Etilize Distributors" which contains tokens indicating which distributors Etilize found distributor part numbers for. The tokens are [TD]=TechData, [SY]=SYNNEX, [IM]=Ingram Micro, [DH]=D&H, [NA]=Northamber, [WC]=Westcoast, [WCG]=Westcon Group, and [ASI]=ASI respectively. It is important to note that this is useful to get a rough indicator, but when selecting the row and the Etilize panel is loaded, the QuoteWerks PartLocator will locate additional distributor part numbers not found in the Etilize search. [Build: 4.09]

 63. From the Quote WorkBook, when using the Etilize Panel, dbl-clicking on the vendor now performs the same function as clicking on the [Update] button. [Build: 4.09]

 64. On the Etilize panel, if no default vendor has been specified in the setup, the first vendor in the list is now selected. [Build: 4.09]

 65. For Peachtree users, the Peachtree item type of "Serial Stock item" is now supported. This type of item can be used when QuoteWerks creates a Sales Order in Peachtree, but not when trying to export an Invoice from QuoteWerks to Peachtree. [Build: 4.11]

 66. On the Open Document window, the fields CustomText01-CustomText24, CustomNumber01-CustomNumber02, and CustomDate01-CustomDate02 are now available as columns in the search results. [Build: 4.19]

 67. On the Open Document window, the fields ShipToCompany and BillToCompany are now available as columns in the search results. [Build: 4.19]

 68. Maximizer 13.1 is now supported! [Build: 4.19]

 69. Goldmine 2015.1 is now supported! [Build: 4.30]

 70. For Maximizer users, the DataLink now has support for additional fields like "Email2". [Build: 4.34]

 71. ConnectWise 2015.4 is now supported! [Build: 4.41]

 72. The SoldToContact column now displayed in the Open Document window grid. [Build: 4.44]

Misc Features - Version 5.0
 1. Support for the Knowtia contact manager has been removed. [Build: 1]

 2. For MSCRM users, the [Find MSCRM Server] feature has been removed. [Build: 1]

 3. On the purchasing window, when clicking the [Create PO] button, it is now disabled while creating the PO to prevent it from being clicked again before the current operation has completed. [Build: 1]

 4. Added Debug Command "DebugQVLicense" to display when a QuoteValet license is being allocated. [Build: 1.06]

 5. Activated beta testing support for SugarCRM 7.5. [Build: 1.18]

 6. The Tip of the day is no longer a modal window which interfered with API interactions, it is a top most non-modal window now. [Build: 1.18]

 7. For QuoteValet payment gateway setup for USAePay, the login field has been updated to display the label "UMKey/Source Key". [Build: 1.43]

 8. Activated beta testing support for MS CRM 2015. [Build: 1.43]

 9. Activated Beta support for ConnectWise 2015.3. [Build: 2]

 10. The Amazon consumer pricing feature that is part of the Product Content Subscription is no longer available. Amazon does not have an API that can be used by the content server to retrieve pricing, so for the last two years we have used a "screen scraping technique" which Amazon no longer allows. [Build: 4.09]

 11. On the Etilize Panel if no default vendor has been specified, then the first vendor is now selected rather than the last vendor. [Build: 4.09]

 12. On the Quote WorkBook, when the Etilize Panel is displayed, double-clicking on the Vendor option will update the line item in the Quote WorkBook with that vendor. [Build: 4.09]

 13. On the Etilize panel, your selection of the "Auto retrieve real-time" checkbox will be remembered until you restart QuoteWerks at which time, it will use the user based default setting "Auto retrieve real-time pricing & availability for Etilize" specified on the Misc tab of Tools->My Preferences. [Build: 4.09]

 14. For API developers, the LookupName value for records in the LookupItems table that used to be named "TB_USERDEF01" are now named "TB_CustomText01" [Build: 4.09]

 15. The display format of the pricing & availability on price comparison has been changed. It now displays, for example, (45/13) representing TotalQty / OnOrderQty instead rather than the old way of (7/45) representing PreferredWarehouseQty / TotalQty. [Build: 4.09]

 16. The 15 year old ACT! version 4.05/5.0 and 6.0 integration has been removed. [Build: 4.09]

 17. The 7 year old MS CRM version 1.0 integration has been removed. [Build: 4.09]

 18. Support for the Ingram EPG.MDB and Tech Data PRODUCTS.DBF that have not been distributed by Ingram and Tech Data for 5 years has been removed. [Build: 4.09]

 19. Activated beta testing support for ACT! for Web version 17. [Build: 4.09]

 20. Updated printing engine. [Build: 4.09]

 21. Beta support activated for MS CRM v7.1 (2015 update 1) [Build: 4.30]

 22. Updated QuoteWerks for Tech Data change of their warehouse name from "Ft Worth, TX" to "Fort Worth, TX". Also if a warehouse name cannot be located a message will be displayed alerting the user. [Build: 4.44]

Fixes - Version 5.0
 1. For ConnectWise users, when sending over bundle items as individual product items the quantities set for the individual items were not being calculated correctly. [Build: 1]

 2. For MS CRM Users, when Winning an Opportunity in MS CRM that QuoteWerks did not create, that had an MS CRM Quote attached, you would receive an error when attempting to update the quote. [Build: 1]

 3. On the Document Open Window, when searching for both a Document Items field and Document headers field with the same name, would receive an error. [Build: 1]

 4. For MS CRM Users using v6.0 and higher, when updating a call in MS CRM, the Priority would not be retrieved from the existing call and would be blank. [Build: 1]

 5. if you installed a fresh install of QuoteWerks v4.7 build 1 or higher, then the DH.DepositMethodData field will only have been 80 chars. It needs to be 255 chars. This would cause problems and display an error when calculating the DepositAmount based on a line item value that had a ManufacturerPartNumber larger than 20 characters. If you already had a version of QuoteWerks installed prior to updating to QuoteWerks v4.7 Build, then the existing database would have been correctly upgraded to the proper 255 char size. [Build: 1]

 6. On the Misc tab of Tools->Options window, the Recurring Group Rate Calculation Default was not being loaded with the Default that had been set. It would always default to APR. The Default was being saved and used, but anytime you came back to this window, it would be reset. [Build: 1]

 7. 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. [Build: 1]

 8. For fresh installations the DocumentHeaders.PaymentOptionsData field was not in the database. [Build: 1.04]

 9. In a Recurring Grouped Bundle, the line item tax amount displayed in the group header line was not correct if a group member had a quantity greater than 1. [Build: 1.04]

 10. On the License Manager, when entering the Update Key would give false error that you were not licensed to use the current version and build of QuoteWerks. [Build: 1.04]

 11. For ACT! 2010 and higher users, when updating a QuoteWerks installation or when running nsetup.exe on a Windows 7 (64-bit) or higher, the older ACT! 2005-2009 link was getting installed. When trying to use the ACT integration in QuoteWerks would receive the error message "Error:One or more of the files required for the ACT! 2005 (or higher) integration is missing. [Build: 1.06]

 12. Error loading payment data xml in LoadPaymentOptionsXMLIntoMSXMLEx(), when selecting non-lease payment option in QuoteValet and then accepting the quote and then opening it in QuoteWerks. [Build: 1.09]

 13. 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. [Build: 1.09]

 14. For ConnectWise Users, when adding items from a Bundle that contained products/services from the ConnectWise product data source, if there was more than one part number that began with the same subset of another partnumber, the wrong product would sometimes be returned. [Build: 1.09]

 15. For ConnectWise Users creating Purchase Orders in ConnectWise via QuoteWerks and then Receiving them in QuoteWerks with multiple warehouse locations, an error could occur "The product must have the same warehouse as the purchase order" when attempting to receive the item. [Build: 1.09]

 16. For ConnectWise Users, when winning an opportunity and creating Service Tickets in ConnectWise from the Product(s) and Service(s) from the QuoteWerks Document, Closed Tickets would appear in the list of ConnectWise Service Tickets to attach to. [Build: 1.09]

 17. For ConnectWise Users when winning an opportunity and creating Service Tickets in ConnectWise from the Product(s) and Service(s) from the QuoteWerks Document, the default Service Ticket Status configured in the ConnectWise Setup was not being used. The first Status in the list would be selected for a new Service Ticket. [Build: 1.09]

 18. On the Lease Payment Calculator window, when selecting a lease rate card and choosing two terms and two purchase options, duplicate lease payment options would be displayed. [Build: 1.09]

 19. From the Product Lookup Window, when performing a search on a product database the Sort By Field drop down was not being applied. [Build: 1.09]

 20. For ConnectWise users in a region where the date format that does not start with Month (m-d-yyyy), the "Time Stamp" button on the "Create/Update Follow up Activity" window now obeys the date format starting with the Day (d-m-yyyy). [Build: 1.09]

 21. For ConnectWise users, when QuoteWerks added products to a ConnectWise ticket, the Order of the products added to the ticket would be reversed, the first item on the QuoteWerks document would be the last item on the ConnectWise Ticket. [Build: 1.09]

 22. On the Etilize panel in some cases the warehouse list would be longer than the display area and a vertical scrollbar would not appear. [Build: 1.18]

 23. For Autotask users, when converting a QuoteWerks quote to a lost sale, the Autotask Opportunity would not be updated as "Lost". [Build: 1.18]

 24. For ConnectWise users, when converting a quote to a lost sale, a $0.00 sales order would get created in ConnectWise. [Build: 1.18]

 25. On Opportunities Dashboard when choosing a user in certain cases would receive error "Error in GetDynNumFld, field = NULLMonthNumber'" [Build: 1.18]

 26. For Tech data users with Windows Regional settings set to French Canadian, real-time prices would be returned as 0.00. [Build: 1.18]

 27. For Product Content Subscribers, when attempting to obtain real-time pricing and adding an item to a quote at the same time, a blocking error would be returned when downloading the image from Etilize. [Build: 1.43]

 28. For QuickBooks users, the creation and updating of Customers and Jobs has been enhanced allowing for better support of using QuickBooks as the contact manager and selecting a CustomerJob like "Aspire Technologies:Server Upgrade". Previously QuoteWerks attempted to update the Job's address fields with the CustomerJob name like "Aspire Technologies:Server Upgrade" which depending upon the combined length of the customer and job would be larger than the QuickBooks 41 character address line causing an issue. Now it will just use the Customer portion of the CustomerJob combination. When the "If the customer does exist=Update" option is set, then if the quote refers to a job then the job will be updated, not the customer. If the quote refers directly to a customer (not a job), then the customer information will be updated. [Build: 1.43]

 29. When using the Edit->Clear Line (CTRL-K), on a group member line it would incorrectly remove it from the group, disconnecting/orphaning remaining group members below it in the group. [Build: 1.43]

 30. When changing an item attribute, sales tax amount, and others on a document that had multiple formula lines and summary lines it could take a long time for the action to complete. [Build: 1.43]

 31. For ConnectWise users, when converting from Quote to Order, and choosing to link to an existing service ticket, would receive run-time error 6 if there were more than 32767 tickets in ConnectWise. [Build: 1.43]

 32. For QuickBooks users, when exporting documents as estimates, if the Job Name (Estimates only) was set to Auto-generate, and if the Customer existed, but the JobName did not, QuoteWerks would not detect the existing default tax name specified in the Customer record. [Build: 1.43]

 33. For QuickBooks users, when clicking on the [Ok] button in the QuickBooks setup, it would incorrectly display the "It appears that you just turned on the feature to Sync Received Items to QuickBooks" prompt. [Build: 1.43]

 34. On the Active Quotes panel, if you had a document open, and you have the user preference set to "Auto display Active Quotes Panel", and you closed the Active Quotes panel, and then you saved the document, the Active Quotes panel would re-open. [Build: 1.43]

 35. When trying to import a QuoteWerks XML file using File -> Import would receive error 91. [Build: 1.43]

 36. When applying a R1 rounding to a number with no decimals it would increase the number by one. [Build: 1.43]

 37. For this change made in v5.0 Build 1.43, when selecting only one line or not selecting a line the grid would not update to display the changes made. Original change: When line items are selected and then you perform an operation like Edit->Apply Cost Modifier, Edit->Apply Price Modifier, Edit->Apply Quantity, or Edit-> Edit Line Attributes, the line items will remain selected after the operation. [Build: 1.46]

 38. When clicking on the hyperlinks on the Opportunity Dashboard for the Top 5 products Won (Qty) and Won($), it would not display the correct information on the Open Document window. [Build: 2]

 39. Images inserted into the print layout at design time that contained a gradient would sometimes appear "blocky" when saved to a PDF. [Build: 4.09]

 40. Runtime error 6 when opening a large DTF file. [Build: 4.09]

 41. When manually selecting an image to include in a line item, and the image is stored in a subfolder of the QuoteWerks folder like \QuoteWerks\Images\subfolder", would receive error ?error printing picture, file ?\Images\subfolder\filename.jpg' not found!? [Build: 4.09]

 42. For ConnectWise users, when saving changes to an order that had already previously been converted to an order AND updating the ConnectWise opportunity it would create a duplicate sales order. [Build: 4.09]

 43. In the layout designer, when resizing an inserted image, the image did not look good in the image designer or preview, but would print and save to pdf properly. [Build: 4.09]

 44. When Windows display magnification is turned on, and a word document is converted to a PDF file, then a regular print layout that includes an rtf page like a cover page is printed, the rtf page would be shrunken to the upper left of the page. [Build: 4.09]

 45. For QuickBooks users, when exporting estimates that contained job number for a QuickBooks customer that already existed and the option to update QuickBooks customer if it existed was not set, would receive error 3140, Description: There is an invalid reference to QuickBooks Customer "xxxx:yyyy" in the Estimate. message: Invalid argument. The specified record does not exist in the list. [Build: 4.09]

 46. When selecting multiple line items for operations like Edit->Apply Price modifier, the all the changes performed in that single action can now be removed with a single UNDO level. [Build: 4.09]

 47. Runtime error when clicking on the Compare Prices toolbar button [Build: 4.09]

 48. For Ingram Micro users with Windows Regional settings set to French Canadian, realtime prices would be returned as 0.00. [Build: 4.09]

 49. For SYNNEX users with Windows Regional settings set to French Canadian, realtime prices would be returned as 0.00. [Build: 4.09]

 50. For D&H users with Windows Regional settings set to French Canadian, realtime prices would be returned as 0.00. [Build: 4.09]

 51. Would receive run-time error 5 invalid procedure call. This could happen when choosing File->Open or other activities where an empty F2Lookup value was encountered. This would only happen when data was corrupted. [Build: 4.09]

 52. For salesforce.com users when creating a new account/contact in salesforce.com from QuoteWerks, the ContactID was getting associated with the quote instead of the CompanyID. [Build: 4.09]

 53. For ConnectWise users, products with multi-line descriptions could end up with extra Carriage return characters. [Build: 4.09]

 54. 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] [Build: 4.09]

 55. For ConnectWise users in a region where the date format that does not start with Month (m-d-yyyy), and specifically if the Windows date format is set to YYYY-MM-DD, the "Time Stamp" button on the "Create/Update Follow up Activity" window was using the wrong date format. [Build: 4.09]

 56. For multiple product database searches when choosing to use a result that was from a native product database, the record ID would be truncated at 4 characters resulting in selecting the wrong product to use or not finding a match at all. [Build: 4.09]

 57. When choosing to Append Paste a copied product into a native product database, and then immediately editing the product, when you clicked ok to save the changes to the product would receive error "row could not be located for editing". [Build: 4.09]

 58. The node installation would hang when running the _DE.exe portion when on a Citrix server. This issue was introduced in build 4.00. [Build: 4.11]

 59. For MSCRM users, Maximizer users, and SugarCRM users the "display secondary contacts" or "Display account contacts" checkbox was not working. This issue was introduced in build 4.00 as a result of preparation for QuoteWerks Web. [Build: 4.15]

 60. For MSCRM users, Maximizer users, and SugarCRM users the "display secondary contacts" or "Display account contacts" checkbox was not working. This issue was introduced in build 4.00 as a result of preparation for QuoteWerks Web. [Build: 4.19]

 61. For Product Content Subscribers in the UK that use Tech Data (Computer 2000), the Real-time Pricing and Availability displayed on the Etilize panel would always return an error. This issue was introduced in v5.0 Build 4.00. [Build: 4.19]

 62. When modifying a print layout (fpc file), that included a change to an image (adding/removing), the file saved would not be able to be re-opened, causing QuoteWerks to shutdown. This issue was introduced in v5.0 Build 4.12. [Build: 4.19]

 63. When adding a product to a bundle would receive error "Error .listindex=-1 in ReturnActiveFolderTextProperty" [Build: 4.30]

 64. On the Open document window when doing an item search would receive an error about "Ambiguous column name" [Build: 4.30]

 65. When choosing a leasing rate card (using a lease rate card xml file) and clicking the [Get Lease Payments] button on the Lease Payment Calculator window, if the rate card did not contain an option for advance payments of 0 you would receive an error saying that advance payments of 0 could not be found in the rate card, even though you had not selected a checkbox indicating you wanted an advance payment option of 0. [Build: 4.30]

 66. Error when attempting to round to the nearest whole dollar. For example, Number '176326.642857143' is too large to round! [Build: 4.30]

 67. When using the Medic Utility and using the Utilities->Data Manager, under the Pre-defined queries tab, the list of product databases was not getting populated. [Build: 4.34]

 68. On the Product Lookup window, the [Show All] button is no longer visible if the "Multiple Database Search" is selected. [Build: 4.34]

 69. For Product Content Subscribers, if a part number was only found in the QuoteWerks Part Locator system, then the default ItemType, PriceModifier and TaxCode would not be applied. This issue was introduced in v5.0 build 4.00 [Build: 4.34]

 70. When a user is set with the access level of "CannotModifyProducts", if the user converted a quote to an order and selected to allocate inventory, an error message is received that they do not have access to modify the product. This issue was introduced in v4.9 build 9.00. [Build: 4.34]

 71. For Tech Data Europe users, in countries that use a comma as the decimal separator the price returned could be over-inflated. This issue was introduced in v5.0 build 4.00. [Build: 4.40]

 72. When pasting text into the description cell on the DocumentItems tab, the cursor position would not be at the end of the pasted text, it would be one more position to the right. [Build: 4.40]

 73. The QuoteWerks contact database has always allowed duplicate company names to be entered. The new feature to create a Company/Contact record in the QuoteWerks contact database from the SoldTo/ShipTo tab was not allowing duplicate company names to be created in the QuoteWerks contact database. [Build: 4.40]

 74. For ConnectWise users, using the QuoteWerks Datalink feature, if you attempt to map values from UserDefined fields 6-10 in ConnectWise, we receive an error "2010: Length cannot be less than zero. Parameter name: length". [Build: 4.40]

 75. Supplies Network realtime pricing & availability stopped working. This issue was introduced in v5.0 build 4.00. [Build: 4.40]

 76. For ConnectWise users, when starting with an ORDER document type and choosing to create a "Won" Opportunity in ConnectWise, the options for creating a Sales Order and Tickets did not appear. [Build: 4.40]

 77. Northamber realtime pricing & availability stopped working. [Build: 4.40]

 78. PDF files generated were being set to print in duplex mode flipped on long edge. [Build: 4.40]

 79. For ConnectWise users selecting a contact and selecting from multiple address locations, the address selected by default was improperly just selecting the last entry in the list. [Build: 4.40]

 80. The Tech Data Europe change introduced in v5.0 build 4.40 caused a problem with the real-time price for Tech Data USA customers when the real-time price of a product was between $10,000 and $99,0000. [Build: 4.44]