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Version: Build


Version 5.2 Build 6.10 Summary
37 New, 40 Fixes, and 6 Miscellaneous features Released on 05/24/2017

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New Features - Build 6
 1. QuoteWerks now supports a real-time leasing integration with Ingram Micro Lease-IT!. 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 Lease-IT! lease card, the real-time query to Lease-IT! will enable you to see all the lease options available from Lease-IT! such as terms, advance payments, points, and purchase options. Just select the combinations of options you would like to see and Lease-IT! 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. Leasing options can be specified on the Leasing tab of the Tools->Options menu and also the Leasing tab of the Realtime setup window.

 2. You can now modify the Purchasing PO template that is used when e-mailing or saving as PDF a PO from the Purchase Orders tab of the Purchasing window. You can modify this html layout from the [Edit SYS_PurchasingPO HTML] button on the E-Mail Template Manager window. There is also a new SYS_EmailPurchasingPO template under the (System) email templates on the Templates tab of the E-Mail Template Manager window. The SYS_EmailPurchasingPO template controls what the email looks like including email signature, etc. The SYS_PurchasingPO HTML layout controls what the actual PO looks like and what fields and columns are included. If the Misc Access right of "CannotModifyPrintLayouts" is set, then you cannot access the [Edit SYS_PurchasingPO HTML] button.

 3. For D&H users, when placing orders electronically through QuoteWerks you can now send the end user information to D&H further automating the order process. This is especially useful for licensing and warranty orders. D&H just added this new capability in April 2017. In addition to the end user information you can now also supply D&H with the End User PO Number, Authorization Quote Number, Master Contract Number, CCOID Number, Serial Number, ESD End User E-Mail, and Reseller E-Mail information.

 4. ConnectWise 2017.4 is now supported!

 5. ConnectWise 2017.3 is now supported!

 6. For ConnectWise users, the ConnectWise integration has been completely rewritten to use the new ConnectWise REST API. ConnectWise support for the older SOAP API is being discontinued effective June 1st, 2017. Because of this change in ConnectWise, all ConnectWise users will need to upgrade to ConnectWise 2016.3 or higher and then update to QuoteWerks version 5.2 build 6. Integration with this new REST API also requires that all machines running QuoteWerks and ConnectWise must have Windows 7 or higher installed.

 7. For ConnectWise users, when using ConnectWise as a Product Data Source, Inventory on Hand in ConnectWise is available by right clicking on the product in the QuoteWerks Product Lookup and selecting the "Show ConnectWise Inventory On Hand" menu. The total Availability within ConnectWise is shown along with the breakdown by Warehouse Bins.

 8. For ConnectWise users, there is now a right-click menu to "View the Purchase Order in ConnectWise" on the Purchase Orders Tab of the QuoteWerks Purchasing Window. This feature is only available for purchase orders that QuoteWerks creates in ConnectWise.

 9. For ConnectWise Users, when using ConnectWise as a Product Database Source, the ConnectWise Unit of Measure (UOM) can be used to determine the recurring properties of a product when adding it to QuoteWerks. There is an option to Enable this in the ConnectWise Setup within QuoteWerks. For example if the ConnectWise UOM is "Month", the product when added to the QuoteWerks Document will have a recurring property of Monthly.

 10. For ConnectWise users, when QuoteWerks "Wins" an Opportunity in ConnectWise, there is now an option to convert the Agreement Products on the Opportunity to either a new Agreement or add to an existing Agreement. There is an option in the ConnectWise setup to default this setting.

 11. For ConnectWise users, added field Company->SiteName to the list of available DataLink fields. This enables ConnectWise users to retrieve the selected Site?s Name into the QuoteWerks Document.

 12. For ConnectWise users, added Company Level Custom Fields to the list of available DataLink fields. In QuoteWerks in the Datalink Mapping, if your ConnectWise Custom Field Name is "SpecialField", the External System Field as Source would be "Company->customFields_SpecialField". In addition to the custom fields, additional miscellaneous Company Level fields were added to the list of available DataLink fields.

 13. For ConnectWise users, added Contact Level Custom Fields to the list of available DataLink fields. In QuoteWerks in the Datalink Mapping, if your ConnectWise Custom Field Name is "SpecialField", the External System Field as Source would be "Contact->customFields_SpecialField". In addition to the custom fields, additional miscellaneous Contact Level fields were added to the list of available DataLink fields.

 14. For ConnectWise Users, when using ConnectWise as a Product Data Source, the ConnectWise Unit of Measure (UOM), Category, SubCategory, Class, and ProductType are now a mappable fields.

 15. For ConnectWise users, when adding a product to a ConnectWise Opportunity, the Vendor Part Number (Vendor SKU) is now included.

 16. For ConnectWise users, when using QuoteWerks Purchasing, when receiving an item and linking the item to a PO Item in ConnectWise (a PO item that QuoteWerks did not create in ConnectWise), there is now an option to view the Purchase Order in ConnectWise to assist in linking to the appropriate PO item.

 17. In the layout designer you can now set the color of text to any color (previously there was a 16 color limit). The Format->Font dialog no longer lets you select the color or the text effects like underline or strike through from that dialog. The color can now be set using the Format->Text Color menu and the text effects can now be set using the Format->Text Effects menu. The named fonts have also been changed to accommodate the separation of the text color settings from the Font selection dialog.

 18. For QuoteValet Insight users, on Dashboard->My Summary, there are now several new periods available. Last Quarter This YTD This Quarter Last YTD Two Years Ago Two Years Ago YTD Three Years Ago Three Years Ago YTD These are available depending upon the security rights that have been assigned to the user.

 19. For QuoteValet Insight users, on the QuoteValet Insight Dashboard->Executive Summary, there are now several new periods available. Last Quarter This YTD This Quarter Last YTD Two Years Ago Two Years Ago YTD Three Years Ago Three Years Ago YTD These are available depending upon the security rights that have been assigned to the user.

 20. For QuoteValet Insight users, on Dashboard->Approvals, there is now a drop down to choose to display "Approval Pending" or "Approval Denied".

 21. QuoteWerks Commands (TM) feature. On the Settings Manager window, there is a new [Run QuoteWerks Command...] button. From here you can enter in a QuoteWerks Command to be executed. These commands are used to SET, GET, or DELETE setting data. The example below would change the user setting to make the QuoteValet Dashboard automatically open when QuoteWerks starts. SET:UserSettings:UserConfig:&APP_LoggedInUserName:AutoOpenQuoteValetDashboardOnStart=-1 QuoteWerks Commands have many uses. QuoteWerks technical support can provide these commands to users to more easily make settings changes rather than explaining the steps to set these settings through the normal user interface. Also since you can run multiple commands at the same time, administrators can more easily grab multiple settings and apply them to other users in more automated fashion. Resellers can use these QuoteWerks Commands to apply standardized customizations to any installation. When right clicking on a setting you can choose the 'Copy SET Command' menu to copy into the clipboard the QuoteWerks Command that would SET this setting when run. For more details, please see the help system.

 22. On the Settings Manager the in the spotlight text box you can now press the CURSOR-DOWN or F3 to move to highlight the next match. You can also press CURSOR-UP or SHIFT-F3 to highlight the previous match. There is also a new [Remove NON-spotlighted results from list] button. This only removes the settings from the result list and can be used to filter and better focus on what you are looking for.

 23. In all spotlight text boxes you can now press the CURSOR-DOWN or F3 to move to highlight the next match. You can also press CURSOR-UP or SHIFT-F3 to highlight the previous match. The spotlight text box is On the Access tab of the User Properties window, the License Manager and the Event Viewer.

 24. In Settings Manager, CTRL-A now selects all the settings in the current list.

 25. In Settings Manager, there is now a "x settings selected" display

 26. In Settings Manager, after running a QuoteWerks Command, the last command in the list of commands will now be selected in the list if the command was for the currently selected table.

 27. On the Purchasing window the list of items available for purchase were ordered by DocumentHeaders.DocDate, DocumentHeaders.ID, but the items were not sorted in the order they existed in the ORDER document. Now this list is ordered by DocumentHeaders.DocDate, DocumentHeaders.ID, DocumentItems.ID. In conjunction with this change, when right clicking on a Purchase Order and choosing to "E-mail PO" or "Save PO as PDF", the items on the PO will be ordered consistent with the order they were in when added to the Purchase Order. Of note, the order of the items on the PO when displayed on the Purchase Orders tab will be ordered by FulfillmentItems.ShippedOn DESC,FulfillmentItems.EstimatedShipDate DESC.

 28. For D&H users, on the Purchasing window, using OrderStatus, now orders with D&H status of "Non Stock Invoice Complete" will now have their QtyShipped automatically set to the QtyOrdered amount. "Non Stock Invoice Complete" status orders are license and warranty orders that do not result in any physical shipping.

 29. For D&H users, on the Purchasing window, using OrderStatus, if no fulfillment item data was returned for a PO item, now when you choose the option to "Mark as Shipped (Override)..." it will automatically create a fulfillment record if it did not exist. When this option is used to fix the above mentioned issue, it will result in the ability to have the PO status become "Shipped" instead of "Partial Shipped".

 30. On the Product Lookup window, there is now an "Exclude from future Etilize results" menu. Use this to prevent Etilize search results from returning results that you know are either outdated or that you have no need to see.

 31. The command line parameter of "/r" now can output a report to a LayoutCSV file, PDF file, or export file. Examples: Preview (only works when report is configured for Layout output vs TextFile output): /r:"report14.rcf",1,"" Print (only works when report is configured for Layout output vs TextFile output): /r:"report14.rcf",2,"HP LaserJet P2055dn" SaveToPDF (only works when report is configured for Layout output vs TextFile output): /r:"report14.rcf",3,"c:\temp\reportcmdlineoutput.pdf" SaveToCSV (only works when report is configured for Layout output vs TextFile output): /r:"report14.rcf",4,"c:\temp\reportcmdlineoutput.csv" Export (only works when report is configured for TextFile output vs Layout output): /r:"report14.rcf",5,"c:\temp\reportcmdlineoutput.txt" See the help file for more details on command line options.

 32. For D&H users, added support for new D&H order status of "Non Stock Invoice Complete". Without this the order status would appear as Unknown.

 33. On the Purchasing window, when items are backordered, the Order status will now say "Backordered" rather than simply "Open", along with a color change. Also the Receive Items box will now be red when the item in Backordered.

 34. For ConnectWise users, When testing the Public and Private API Keys, QuoteWerks will now validate that the API Member has enough rights to use the integration. [Service Release: 6.02]

 35. For ConnectWise users, on the ConnectWise Setup window (Contacts->Setup Contact Manager), the Default Closed 'Lost' Status list of choices will now include Open Status in addition to Lost Statuses. The same change was made for the Default Closed 'Won' Status list of choices. [Service Release: 6.07]

 36. Added new "Search Query" complex query search option in the Operator drop down list for searching some fields. Support was added for the Bundle Search, Configuration Search, New Template Search, and the Open Document window the DocName and Item Search. Each word separated by a space will do a contains search. If more than one word is enclosed in double quotes (") then that will be seen as a single search phrase. If you type a minus character "-" before the word or phrase enclosed in double quotes (") , the search results will not include results that contain that word or phrase. "Microsoft Office" -2007 "Microsoft Office" -Basic -OEM "Microsoft Office" -"Upgrade Office" [Service Release: 6.07]

 37. For ConnectWise users, when Linking to an Existing ConnectWise ticket, the ConnectWise Ticket Number is now displayed. There is also now a button next to the Ticket Name drop-down to view the ticket in ConnectWise. [Service Release: 6.07]

Misc Features - Build 6
 1. QuoteValet Web has been rebranded as QuoteValet Insight. There is a new URL www.quotevalet.com/insight. The old URL of www.quotevalet.com/web will automatically redirect.

 2. When an annual subscription like QuoteValet, QuickBooks Online Integration is expiring within 30 days, the notification window now has a [Request Renewal Quote] button to send an email to request a subscription renewal quote. The Annual Product Content (Etilize) subscription does not have this option at this time.

 3. QuoteWerks will now notify you when your UMP is expiring 10 days before expiration and 5 days after expiration. The notification window has a [Request Renewal Quote] button to send an email to request a UMP renewal quote. This notification will happen annually on the anniversary of your UMP expiration date. There is also an option to 'Don't show me this message again' after 3 days.

 4. The QuickStart tab contents on the QuoteValet setup window is now located on the General tab.

 5. For ConnectWise Users the Sales Rep drop-down on the Create/Update Activity and Opportunity were not sorted Alphabetically. [Service Release: 6.07]

 6. For ConnectWise Users, when creating a ConnectWise Activity, the Activity was only linked to the ConnectWise Contact. New Activities are now linked to both the Contact and the Company [Service Release: 6.10]

Fixes - Build 6
 1. PDF files being generated with embedded fonts would have the word "Unicode" appended to the name of the embedded font in the PDF file. This would cause problems with some PDF readers making the PDF unreadable, or if the PDF was modified afterwards, issues would occur.

 2. When creating a PO from the Purchasing window, the ShipToContact name was not getting saved in the PO.

 3. on the DataLink Setup window, when choosing from the QuoteWerks Field as Destination drop down there were two CustomText20 fields to choose from.

 4. For QuoteValet users, if carriage return line feeds where typed into Acceptance notes or comments, errors would occur.

 5. For QuoteValet Insight users, on Dashboard->Approvals, Approval requests that have been "Not Approved" no longer show up in the list. If the quote is resubmitted for Approval again, it appear in the list again.

 6. For QuoteValet Insight users, Lost Quotes would appear in the Outstanding Quotes report on the StatusBoard.

 7. QuoteValet Insight Enhanced support for Internet Explorer, Firefox, Microsoft Edge, in addition to Chrome and Safari.

 8. For ConnectWise users, when QuoteWerks "Wins" an Opportunity in ConnectWise and Products are added to Tickets, the Opportunity Products are migrated to the ticket rather than a clone of the products added to the ticket. This removes the possibility of duplicate billing.

 9. For ConnectWise users using the ConnectWise REST API, Opportunity Product Statuses were not updated when winning or losing the Opportunity in ConnectWise.

 10. For ConnectWise users, Opportunity Products were added to the ConnectWise Opportunity using the Default Location and Business Unit. They now use the Location and Business Unit specified when creating / updating the Opportunity.

 11. For ConnectWise Users, when QuoteWerks added products to a ConnectWise Opportunity or created a new Catalog Item in ConnectWise, the Description and Customer Description would be truncated at the first Line Break.

 12. For MS CRM users, for some MS CRM installations, the list of Lost Status Reasons was not getting loaded correctly.

 13. In Settings Manager, when editing a KeyName that was over 60 Characters, it creates a new truncated 60-character KeyName rather than updating the existing one.

 14. For QuickBooks users, the "Ready for Export criteria" settings and "After Export" settings were not getting saved.

 15. For ConnectWise users, an error could be returned when QuoteWerks attempts to obtain Opportunities for a company (when creating/updating an opportunity). This was occurring because of old data in ConnectWise that did not have a location or business unit set. [Service Release: 6.02]

 16. Error The Field Name 'VideoURLDataDI' specified in the DocumentItemsReturnFieldArrayIndex() function was not found. [Service Release: 6.02]

 17. For ConnectWise users, when QuoteWerks requested Opportunities for a Company, only the first 1000 opportunities were returned. This could cause an issue when QuoteWerks attempted to update an existing opportunity as the opportunity may not have been found/returned. [Service Release: 6.03]

 18. For ConnectWise users, when retrieving Contacts, the Relationship field was retrieved into the Title Field. [Service Release: 6.03]

 19. For ConnectWise users, an error could be returned when QuoteWerks attempts to obtain the ConnectWise Members / Users List. This typically happens when validating a user or when when creating/updating an opportunity. This was occurring because of old data in ConnectWise that did not have Mobile Flags set. [Service Release: 6.03]

 20. For ConnectWise users, QWConnectWiseInt.dll interface version mismatch (70). [Service Release: 6.04]

 21. For SQL 2000 users, QuoteWerks trapped Error (-2147217865) Invalid object name 'sys.syslanguages'. [Service Release: 6.07]

 22. Pressing F2 in the Vendor Part # field on the Product Lookup field would return error "An unknown field type 'C' was passed to the F2Lookup function". [Service Release: 6.07]

 23. For ConnectWise users, when creating a new Purchase Order in ConnecWise, QuoteWerks would set the Purchase Order Status to 'New'. This would cause an issue if the 'New' Status was removed from ConnectWise. The Default PO Status is now used. [Service Release: 6.07]

 24. For ConnectWise users, when saving an opportunity as a "Closing Status" (Won or Lost) and not during a document Conversion, an error would be returned when attempting to add products or forecasts to an opportunity. [Service Release: 6.07]

 25. For ConnectWise users, an error could be returned when QuoteWerks attempts to obtain the ConnectWise Agreement Types List. This could occur before QuoteWerks converts an Opportunity to an Agreement. This was occurring because of old data in a ConnectWise Agreement Type that did not have the locationID set. [Service Release: 6.07]

 26. For ConnectWise users, an error could be returned when QuoteWerks attempts to obtain the ConnectWise Member List. This could occur before QuoteWerks creates/updates and opportunity. This was occurring because of old data in a ConnectWise Member Entity that did not have the defaultDepartmentId set. [Service Release: 6.07]

 27. For ConnectWise users, when searching for a ConnectWise Product in the QuoteWerks Product Lookup and the search term was numeric only, no products would be returned. [Service Release: 6.07]

 28. For ConnectWise users, an error could be returned when QuoteWerks attempted to search ConnectWise for Products / Catalog Items. This was occurring because of old data in a ConnectWise CatalogItem that did not have the minStockLevel set. [Service Release: 6.07]

 29. For ConnectWise users, when searching ConnectWise for a contact, QuoteWerks would return the last Email address for the Contact. In some cases, the last email for a contact was the Private Email. The new behavior is to Return the Main Email Address for the contact. If the Main Email Address is blank, the home email address will be used. If the home email address is blank, the Private Email Address will be used. [Service Release: 6.07]

 30. For ConnectWise users, when creating/updating a ConnectWise Opportunity and adding products to the opportunity, if the mapped Item ID had a trailing space, when QuoteWerks added a product to a ConnectWise Opportunity, an error would be returned regarding part 0 being flagged INACTIVE in the ConnectWise Products Table. [Service Release: 6.07]

 31. For ConnectWise users, when creating/updating a ConnectWise Opportunity and adding recurring products to the opportunity, if the recurring contract End Date was blank, an error would be returned from ConnectWise. [Service Release: 6.07]

 32. For ConnectWise Users, when creating a new ConnectWise Catalog Item, only the Category and Sub Category Names were sent to ConnectWise. This could be an issue if there was an inactive SubCatagory name matching the name provided. ConnectWise would choose the first Subcategory Name matching the name provided regardless if it was inactive or not. [Service Release: 6.07]

 33. For ConnectWise Users, there was an issue creating a New Bundle Header Catalog item in ConnectWise. There was not an issue with using Existing Bundle Catalog Items. [Service Release: 6.07]

 34. For ConnectWise users, on the Create/Update ConnectWise Opportunity window, the Campaign was not sorted and was also showing inactive campaigns. [Service Release: 6.10]

 35. For ConnectWise Users, when linking to an existing ConnectWise Opportunity that had custom fields that were empty, messages similar to the following could be returned by ConnectWise: "customFields/0/value" and "value is not a possible response". [Service Release: 6.10]

 36. For ConnectWise users, when linking to an existing Opportunity, Opportunities with Inactive Opportunity Statuses would appear in the selectable list even if the Inactive Status was a Closing Status. [Service Release: 6.10]

 37. For ConnectWise users, the Business Unit list was only returning the first 25 Business Units. [Service Release: 6.10]

 38. For ConnectWise users, the Forecast Prefix when creating/updating a ConnectWise Opportunity was not remembered. [Service Release: 6.10]

 39. For ConnectWise users, when creating bundles on a ConnectWise Opportunity, if the ItemType for the Grouped Header Line in QuoteWerks was mapped to a NonInventory Product Class, only the grouped header for the bundle would be sent to ConnectWise. The sub-items for the bundle would not be sent to the ConnectWise Opportunity. [Service Release: 6.10]

 40. For ConnectWise users, if the "Other-1" and/or "Other-2" captions were removed in the ConnectWise Manage setup (System > My Company within ConnectWise), a message similar to the following would be returned when attempting to create a sales Forecast on a ConnectWise Opportunity with one of the removed types: "Custom caption Other2 does not exist. [ resource: forecast - field: type]". [Service Release: 6.10]