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example: QuoteValet "payment option" -deposit


Version 5.3 Build 5.07 Summary
17 New, 43 Fixes, and 9 Miscellaneous features Released on 08/09/2018
View all features/fixes from all builds of version 5.3

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New Features - Build 5
 1. Maximizer CRM Live version 16.2 is now supported!

 2. For ConnectWise Users, when using the QuoteWerks DashBoard Notification to create a new QuoteWerks Quote from a ConnectWise Opportunity, the recurring Billing Cycle of Recurring products on the ConnectWise Opportunity are now used to create recurring items on the QuoteWerks document.

 3. On the Refresh Item Details window the Category field is now available.

 4. Price History window enhancements. Added new DocDate field in addition to Last Modified and both columns are sortable now. Cost and Cust Pricing columns are also sortable now. This window has different features depending upon how it was launched. It can be launched from Tools->Find Quoted Item, Tools->Show Customer Product Price History, Tools->Show Product Price History, and also from Add Item Assistant "Price history for customer" and "Price history for Item". A Find button was added that appears when using this window from the Tools->Find Quoted Item menu so you can run another search from this window. You can now select multiple documents to open at the same time.

 5. Added CustomText16, CustomText17, CustomText18, CustomText19, and CustomText20 fields to the Custom tab of the Edit Product window.

 6. Added macro field %InstallPath% that can be used in paths specified in the siteboot.ini file like under the [Addons] section, or when launching an external application from a custom menu.

 7. For Maximizer CRM users, Maximizer CRM On-Premise is now supported!

 8. For Maximizer CRM Live users, UK data center accounts are now supported!

 9. On the Open Document window the Header Field search has been expanded. Now, the value text box is now a drop down list showing all the unique values for this field in the database!

 10. On the Open Document window the Item Field search has been expanded. You can now search on any DocumentItem field in the database, The search fields can be text, number, or date, fields and you can do advanced searches like Contains, Greater than or equal, etc. You can also use the "Search Query" operator to do advanced search like '"good deal" -dell', searching for phrases and also excluding phrases. It also remembers, per user, the last fields you searched on and defaults them for next time. Additionally the value text box is now a drop down list showing all the unique values for this field in the database!

 11. The Tools->Find Quoted Item has been expanded. You can now search on any DocumentItem field in the database, The search fields can be text, number, or date fields and you can do advanced searches like Contains, Greater than or equal, etc. You can also use the "Search Query" operator to do advanced search like '"good deal" -dell', searching for phrases and also excluding phrases. It also remembers, per user, the last field and operator you searched on and defaults them for the next time. Additionally the value text box is now a drop down list showing all the unique values for this field in the database!

 12. On the Utilities->Vendor Maintenance window you can now search for vendors based on the Name or Notes or a combination of them. It supports Begins With, Contains, Search Query and more search types. Really useful for searching for a vendor based on a word or words in the notes of the vendor entry. [Service Release: 5.01]

 13. For QuickBooks Desktop users, on the QuickBooks setup window under the QuickBooks (more) tab, added new options: Invoice Default 'Print Later', Invoice Default 'Email Later', Sales Order Default 'Print Later', Sales Order Default 'Email Later', Estimate Default 'Print Later', Estimate Default 'Email Later', Purchase Order Default 'Print Later', and Purchase Order Default 'Email Later'. [Service Release: 5.01]

 14. For Maximizer CRM users, doing a large Lookup contact search is over 380% faster. [Service Release: 5.02]

 15. Sage 50 Accounting 2019 US Edition (Peachtree) is now supported! [Service Release: 5.04]

 16. QuickBooks Desktop 2019 USA is now supported! [Service Release: 5.07]

 17. SugarCRM 8.1 is now supported! [Service Release: 5.07]

Misc Features - Build 5
 1. On the Open Document window the 3 "Other" fields have now been renamed to "Search Header" and a checkbox now controls if that field is searched.

 2. Activated beta testing support for QuickBooks 2019 [Service Release: 5.01]

 3. Activated beta testing support for Sage 50 Accounting 2019 (Peachtree) [Service Release: 5.01]

 4. Added beta testing support for SugarCRM 8.1 [Service Release: 5.02]

 5. For Maximizer CRM users, the default Lookup field was changed to Company Name. [Service Release: 5.02]

 6. For SYNNEX online ordering users, the maximum online order line item count has been increased from 20 to 50. [Service Release: 5.03]

 7. For QuickBooks users, when exporting a PO to QuickBooks and using the option to assign the PO number based on the next available QuickBooks PO number and the QuickBooks PO creation fails, the QuoteWerks line item PONumber field will now be populated with "{POExportError}" [Service Release: 5.03]

 8. Unexpected Error trap re-instated [Service Release: 5.03]

 9. For Maximizer CRM users, attachment status messages will now show if attachments were added to an opportunity. [Service Release: 5.07]

Fixes - Build 5
 1. For Maximizer CRM On-Premise users, when selecting On-Premise from the Maximizer CRM Live Setup window and pressing 'Test Connection', users would receive an "Unable to get current API version." error message.

 2. For Maximizer CRM On-Premise users, when selecting On-Premise from the Maximizer CRM Live Setup window and inputting an incorrect SQL Database Name, you would receive an "Object reference not set to an instance of an object." error message.

 3. For salesforce.com users, could receive an error about the default opportunity Price Book "" not being found.

 4. In the SiteBoot.ini file if there was an AutoRun key under the [Addons] section that used a relative path inside the QuoteWerks folder (like Applets\MyApiApp.exe), the Addon would not be launched.

 5. For QuoteValet users with Payment Processing enabled, when initializing QuoteValet would receive error "SQL Execute Error in SQLConnExecuteEx()" about "String or binary data would be truncated." The Payments.Status field was not long enough for the new IntendsToPay status value.

 6. on the Open Document window, clicking on the value drop down for the Header Field or Item field when was selected would return an error.

 7. For ConnectWise Users, when using the QuoteWerks DashBoard Notification to create a new QuoteWerks Quote from a ConnectWise Opportunity, the items added from the ConnectWise Opportunity would use the default taxable status for new items in QuoteWerks instead of the actual taxable status in ConnectWise.

 8. The UserAgent was not getting set for real-time Pricing & Availability calls to distributors.

 9. On the Refresh Item Details window the "ShippingPrice" field was returning an error because the field name is ShippingAmount in the Document.

 10. For API users, the AfterSaveDocumentEx event was not correctly passing the iSaveAction.

 11. For ConnectWise users, when updating an existing ConnectWise Opportunity, the Billing Terms, Tax Code, and Currency would be set to blank on the ConnectWise Opportunity?s Finance Tab. ConnectWise made changes to their public API without changing the API version or endpoint that caused this to occur. This fix requires ConnectWise Manage 2018.4 and higher.

 12. For ConnectWise users, when QuoteWerks was creating a new Agreement in ConnectWise, would receive an error "Agreement Type is required." ConnectWise made changes to their public API without changing the API version or endpoint that caused this to occur.

 13. For ConnectWise users, when updating a ConnectWise Opportunity with a "Won" status (that is not also a closed status), would receive an error "You cannot update a product that is on a Won opportunity." This is due to a change in ConnectWise Manage behavior. Previously, Won Opportunities could be updated with products as long as they were not a "Closed" status.

 14. When pressing CTRL-C in the Acceptance Notes on the QuoteValet tab of the Quote WorkBook, would receive error 13 type mismatch.

 15. For Maximizer CRM Live users, in certain cases duplicate results would result when doing a Contact Search.

 16. For Maximizer CRM Live users, when searching for contacts, the result count was incorrect.

 17. For Salesforce users, when saving a new opportunity, the opportunity window would not appear for some users.

 18. The macro <<&COVER_Message>>> is now available for Word merging. [Service Release: 5.01]

 19. For QuoteValet users the document activity could display "Unknown Activity-> Activity Type '104' unknown." for an IntendsToPay payment activity. [Service Release: 5.01]

 20. For ConnectWise users, when selecting a ConnectWise Opportunity to update or updating an existing linked opportunity, ConnectWise Opportunities with a "Won" status (that is not also a closed status) were available to be updated in QuoteWerks. This is due to a change in ConnectWise Manage behavior. This would cause an issue if a Sales Order/Ticket/Agreement was created in ConnectWise and products were added to it, resaving the document in QuoteWerks would remove all of the products from opportunity and also from the Sales Order/Ticket/Agreement (since they were linked). The re-added products to the ConnectWise Opportunity would not be linked to the Sales Order/Ticket/Agreement. [Service Release: 5.01]

 21. For Maximizer CRM users, the Id field being saved for an opportunity or contact is now in the format of ID{TAB}Number. [Service Release: 5.02]

 22. For Maximizer CRM users, some DataLink fields were not returning the correct value. [Service Release: 5.02]

 23. For Maximizer CRM users, when updating an existing opportunity with a different contact, a new opportunity was being created. [Service Release: 5.02]

 24. For Maximizer CRM users, when selecting ON-Premise from the Maximizer CRM Live Setup window, an error message about the password not being set was being shown after clicking Ok. [Service Release: 5.02]

 25. For Maximizer CRM users, the DataLink fields on the Macro Tester are now sorted alphabetically. [Service Release: 5.02]

 26. For Salesforce users, when updating an existing opportunity with a different contact, a new opportunity was being created. [Service Release: 5.02]

 27. For Autotask users, when updating an existing opportunity with a different contact, a new opportunity was being created. [Service Release: 5.02]

 28. For Autotask users, when creating an opportunity, Lost opportunities were being shown in the existing opportunity list. [Service Release: 5.02]

 29. When performing a Merge Remote Documents, if "Retrieve embedded dtf files" was checked and an error occurred, the document merge continued anyway. [Service Release: 5.02]

 30. For Maximizer CRM users, the Company name search was not returning all the needed results. [Service Release: 5.03]

 31. For Maximizer CRM users, typing in non numerical text into the Contact Lookup search when a Phone number search was selected, was returning results. [Service Release: 5.03]

 32. When right clicking over the empty space in the grid area on the Document Items tab would sometimes receive Run-time error '91' Object variable or With block variable not set. [Service Release: 5.03]

 33. Sage 50 Accounting (Peachtree) users, the Sales Tax mapping on the Sales Tax tab of the Peachtree setup window was not saving. [Service Release: 5.04]

 34. Error in GetDynNumFld, field = '' on Add Item Assistant window when displaying optional items from an external product data source. [Service Release: 5.05]

 35. For Salesforce users, the formatting for a multi-line product description was not correct when retrieving a product from the Product Lookup window. [Service Release: 5.05]

 36. Would receive runtime error 28, out of stack space when running some fpc layouts. [Service Release: 5.07]

 37. In the layout designer, entering a large amount of text in a formula field as a single value could crash the layout designer. [Service Release: 5.07]

 38. For SugarCRM users, some html characters were not being encoded correctly when doing a Lookup contact search. [Service Release: 5.07]

 39. For SugarCRM users, would get an error that the account could not be found when attempting to add an account without a contact to a quote in QuoteWerks. [Service Release: 5.07]

 40. For Maximizer CRM users, could receive a Run-time error '457' with a SoldTo DataLink mapped field. [Service Release: 5.07]

 41. For Maximizer CRM users, when closing an opportunity, users could receive an error in 'ApplyDocNoDocNameChangeToMaximizerWebRecords'. [Service Release: 5.07]

 42. For Maximizer CRM users, the status drop down was not changing to Won or Lost when trying to close an opportunity. [Service Release: 5.07]

 43. For Maximizer CRM users, users could cancel the Won or Lost opportunity window. [Service Release: 5.07]