Would your company benefit from over
252 new features?

      


Since November 1, 2016, there have been 10 QuoteWerks updates released containing over 252 new features!

Please remember that New Features = Greater Productivity which gives you more time to sell and complete the countless other tasks you need to do on a daily basis!


Version 5.3 Build 6 (released September 10, 2018)

 1. ConnectWise 2018.5 is now supported! [Build: 6.06]

 2. For ConnectWise Manage users, when creating or updating a ConnectWise Opportunity, the Ship To and Bill To contact information from the QuoteWerks Document will now be added to the Opportunity. The Contacts must be retrieved from ConnectWise. Manual address changes made in QuoteWerks will not be reflected in the ConnectWise Opportunity. ConnectWise Manage 2018.4 or higher is required for this feature. [Build: 6.06]

 3. For QuoteValet users, when an uploaded quote has a Deposit Required set, the payment options area will now show payment options for the Deposit Required Amount instead of the full Quote total amount. This was published on September 4, 2018. [Build: 6.06]

 4. For Product Content Subscribers using the Amazon consumer pricing feature, an Amazon Prime logo will appear next to the Amazon part number on the Etilize Panel when the item is Prime Eligible. If the item is not prime eligible, no icon will appear. [Build: 6.06]

 5. For QuickBooks Online users, payments received by QuoteValet can be imported as Customer Payments in QuickBooks Online and automatically applied to the customer that made the payment and also the applicable QuickBooks Invoice (if QuoteWerks created the Invoice in QuickBooks Online for the QuoteValet document). The QuoteValet payment methods can be mapped to different payment methods and deposit accounts in QuickBooks Online. [Build: 6.06]

 6. For QuickBooks Online Users, added support for TLS 1.2 and TLS 1.1 communication protocols used for communicating with the QuickBooks Online API to prepare for QuickBooks online upcoming changes. TLS 1.2 requires .NET Framework 4.5 or higher. [Build: 6.06]

 7. For QuickBooks Online users, added "Sync Received Payments to QuickBooks" option on Transactions.QuickBooks tab of the QuickBooks Online setup window. This is useful for QuoteValet users that have payment processing enabled and that use QuickBooks Merchant Services in conjunction with the QuoteValet payment processing. Since QuickBooks Merchant Services already creates a PaymentReceipt in QuickBooks, unchecking this option will prevent duplicate PaymentReceipt entries. [Build: 6.06]

 8. For ConnectWise Manage users, Inactive Members (users) will no longer be listed in QuoteWerks integration user lists. ConnectWise Manage 2018.1 or higher is required for this change. [Build: 6.06]

 9. For ConnectWise Manage users, when writing products to an opportunity, for recurring items, if the option is set to "Include First Payment in Document Total" for the line item, the Base Cost and Price and the Recurring Cost and Price will be set in the opportunity line item. If the option to "Include First Payment in Document Total" IS NOT SET for the line item, the Base Cost and Price will be set to $0.00 and the Recurring Cost and Price will be set in the opportunity line item. This is available for ConnectWise Manage 2018.4 and higher. [Build: 6.06]

 10. When there is recurring revenue like monthly recurring revenue in the quote and you have quoted a lease payment option, when you create the lease option if the "Add monthly recurring to lease payment" is not checked, then the text " [plus $99.99 monthly not included in payment]" will be appended to the lease payment display option when presented to the customer. [Build: 6.06]

 11. When creating or editing an F2Lookup value for DocumentHeader or DocumentItem fields, it will now check to make sure the value you enter is not longer than the underlying field size. [Build: 6.06]

 12. For QuoteValet users, support for payment gateway Converge (previously MyVirtualMerchant) has been added. [Build: 6.06]

 13. When emailing a management report and selecting an email address, the default list will be "Manual Recipient List" instead of "Document". This change is to limit the user from accidentally emailing a customer a management report. [Build: 6.06]


Version 5.3 Build 5 (released August 8, 2018)

 14. Maximizer CRM Live version 16.2 is now supported! [Build: 5]

 15. 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. [Build: 5]

 16. On the Refresh Item Details window the Category field is now available. [Build: 5]

 17. 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. [Build: 5]

 18. Added CustomText16, CustomText17, CustomText18, CustomText19, and CustomText20 fields to the Custom tab of the Edit Product window. [Build: 5]

 19. 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. [Build: 5]

 20. For Maximizer CRM users, Maximizer CRM On-Premise is now supported! [Build: 5]

 21. For Maximizer CRM Live users, UK data center accounts are now supported! [Build: 5]

 22. 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! [Build: 5]

 23. 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! [Build: 5]

 24. 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! [Build: 5]

 25. 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. [Build: 5.01]

 26. 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'. [Build: 5.01]

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

 28. Sage 50 Accounting 2019 US Edition (Peachtree) is now supported! [Build: 5.04]

 29. QuickBooks Desktop 2019 USA is now supported! [Build: 5.07]

 30. SugarCRM 8.1 is now supported! [Build: 5.07]


Version 5.3 Build 4 (released June 14, 2018)

 31. ConnectWise 2018.4 is now supported! [Build: 4]

 32. SugarCRM: 8.0 is now supported! [Build: 4]

 33. Reckon Accounts 2017 Desktop now supported! [Build: 4]

 34. For GreatAmerica Financial Services customers that quote leasing as a payment option in QuoteWerks, you can now submit a new credit application to GreatAmerica and check on the status of the application from within QuoteWerks. When you check on the status of the application, if the quote amount has increased above the last requested credit application amount, you will be prompted to resubmit and update the credit application. [Build: 4]

 35. For Ingram Micro Lease-It! customers that quote leasing as a payment option in QuoteWerks, you can now submit a new credit application and check on the status of the application from within QuoteWerks. When you check on the status of the application, if the quote amount has increased above the last requested credit application amount, you will be prompted to resubmit and update the credit application. [Build: 4]

 36. Improved payment options. On the Sale Info tab you can now select from the payment types of Credit Card, Check, eCheckACH, WireTransfer, CustomPaymentType1, and CustomPaymentType2. You can customize the display text for each of those payment options. You can specify that a % or fixed amount surcharge or discount be applied to the quote when that particular payment option is selected. Useful, for example, in charging the customer a 3% surcharge if they pay by credit card, or a 3% discount if pay by check, or a $15 fee if pay by wire transfer. There is also an option to automatically disable a payment method, for example, credit card when the quote total is over, for example, $3000. You can set defaults for each payment type such as if you will charge a surcharge, what amount, is it taxable, etc. When a quote is accepted, your customer will see only the payment options that you have to present to the customer for this quote. You can set defaults so that all new quotes start with default payment options, and then you can change the payment options to be unique for each quote based on your needs. When you use QuoteValet and have payment processing enabled, when you request a payment, you can specify which payment types you will accept for that payment, like only check, or credit card and check, etc. [Build: 4]

 37. For QuoteValet users, QuoteValet now supports Electronic Check (ACH) payment in addition to accepting credit card payment. Your customers can now pay you by entering their check information into the QuoteValet payment page instead of charging the payment to their credit card. Since accepting credit card payments costs you between 2% and 3% of the total charge in fees, using this new Electronic Check (ACH) payment method will reduce your costs when accepting payments for deposits, progress payments, and final payments. [Build: 4]

 38. The Paste Special wizard now has a new option for "Apply Required Items (if any) for items being pasted". [Build: 4]

 39. For Required and Optional Items, you can now specify that an item only has Required or Optional Items if the item was from a specific database. This enables you to specify that if the parent item comes from product database A, it will have different required items than if it comes from product databases B. [Build: 4]

 40. There is now a Category column on the Document Items tab. When adding a product to the quote, this column will be populated with the data from the Category field in the product database. [Build: 4]

 41. For QuickBooks users, added "Sync Received Payments to QuickBooks" option on Transactions.QuickBooks tab of the QuickBooks Desktop setup window. This is useful for QuoteValet users that have payment processing enabled and that use QuickBooks Merchant Services in conjunction with the QuoteValet payment processing. Since QuickBooks Merchant Services already creates a PaymentReceipt in QuickBooks, unchecking this option will prevent duplicate PaymentReceipt entries. [Build: 4]

 42. There is a new QuoteWerks Commands feature to pass %AllUsers% instead of a specific user name. This enables you to SET,GET, or DELETE a setting from all users in a single command! Examples: SET:UserSettings:UserConfig:%AllUsers%:AutoRetrieveTechDataSAPQuotesOnLoad=0 GET:UserSettings:UserConfig:%AllUsers%:AutoRetrieveTechDataSAPQuotesOnLoad DELETE:UserSettings:UserConfig:%AllUsers%:AutoRetrieveTechDataSAPQuotesOnLoad [Build: 4]

 43. When using Paste Special to paste from Excel by copying the data into the clipboard and individual Excel cells had line breaks in it, the line breaks will be carried over into QuoteWerks. Also if bullets were in the excel multi-line cell, the bullet character will be carried over into QuoteWerks. [Build: 4]

 44. Paste Special was improved to better handle data that is not CSV standards compliant. [Build: 4]

 45. On a selected payment option, you can now press the DEL key in addition to clicking on the [Remove] button. [Build: 4]

 46. There is now a UserSetting to not auto-retrieve the Tech Data SAP quotes. In the Settings Manager, you can set UserSettings\UserConfig\AutoRetrieveTechDataSAPQuotesOnLoad=0 [Build: 4]

 47. Re-organized the Contacts->DDE Center menu feature. It is now named Contacts->Macro Tester. The Macro tester now has two tabs a "CRM DataLink Macro Tester" and a new "QuoteWerks Macro Tester" tab. The new "QuoteWerks Macro Tester" tab enables you to see a list of all the supported QuoteWerks macros and retrieve their values. [Build: 4]

 48. Added new Macro value &App_LoggedInUserHasMasterRights. This returns 1 if true and 0 if false. [Build: 4]

 49. On the Site Files tab of the QuoteValet Setup window you can select multiple files to upload at the same time. [Build: 4]

 50. On the Site Files tab of the QuoteValet Setup window you can select multiple files to download at the same time. [Build: 4]

 51. On the Site Files tab of the QuoteValet Setup window you can select multiple site files to delete at the same time. [Build: 4]

 52. For API users, there is now a DocumentItems.DocumentLevelLineItemUniqueID field. This line item field has an id that is unique to the document for this line item. To locate a specific line item in the database you need to do a query like, for example, "SELECT * FROM DocumentItems WHERE DocID=99 AND DocumentLevelLineItemUniqueID='08C7C3E23C014B85819F52A0B93C315E'". [Build: 4]

 53. On Product Lookup window, for ManufacturerPartNumber search, added new "Contains" search option. [Build: 4.06]

 54. For QuoteValet users, if a quote has been accepted and no payment gateways are configured, when you open the quote, it will not check for updates from QuoteValet. This will speed up the time it takes to open a quote. Similarly, when opening an order from the accepted quote it will not check for updates from QuoteValet. Also if a quote has been accepted and there are payment gateways configured but all the payments have been received for the quote or order, it will not check for updates from QuoteValet. Clicking on the QuoteValet tab will always check for updates from QuoteValet. [Build: 4.06]

 55. Ingram Micro New Zealand real-time Pricing & Availability is now supported! [Build: 4.06]

 56. Added new Edit->Copy Cell Text menu. When the cursor is in a cell in the Document Items grid, selecting this menu will copy the entire contents of the cell into the Clipboard. [Build: 4.06]

 57. For ConnectWise users, TLS 1.2 and TLS 1.1 communication protocols were enabled for communicating with the ConnectWise API. This is useful for self-hosted ConnectWise installations that have disabled TLS 1.0 on their server for enhanced security. [Build: 4.06]

 58. On the Open Document window there are now 3 "Other" fields that you can use to search. You can choose which ever 3 document level fields you would like to search. They can be text, number, date, or logic fields and you can do advanced searches like Contains, Greater than or equal, etc. It also remembers, per user, the last fields you searched on and defaults them for next time. [Build: 4.08]

 59. Goldmine 2018.2 is now supported! [Build: 4.09]

 60. When cloning an FPC layout file, the default file name for the newly cloned layout will now be the file name from the FPC file being copied with a numeric sequence like "_01" appended to it. If the FPC file name being cloned is the non descriptive name like "layou01.fpc", the default FPC file name for the clone will be the name like "Quote (Standard)" with the spaces removed. There is also an "Auto generate from Name" option that will generate the file name based on what you type in the Name. All these changes also apply to Creating a new layout. [Build: 4.09]

 61. Added new Misc Access Right "CannotManuallyModifyFieldValue:DI_ManufacturerPartNumber". When this is assigned to a user, the user will not be able to type free text into the ManufacturerPartNumber cell on the DocumentItems tab, but they can choose from the drop down list in that cell. [Build: 4.09]


Version 5.3 Build 3 (released May 4, 2018)

 62. For Maximizer users, QuoteWerks now supports Maximizer CRM Live - the web version of Maximizer! The integration for Maximizer Desktop 10.0 and higher has been retained as well. With this new integration you can search for contacts, create/update sales opportunities, and upload quote attachments into Maximizer. DataLink is fully supported, along with the features to attach to the CRM record. There is a button on the SoldTo/ShipTo tab to display the contact in Maximizer CRM, and also a link on the links tab that you can click to view the Maximizer Opportunity in Maximizer CRM. Additionally, emails sent from QuoteWerks are logged in Maximizer CRM history. The Corporate Edition of QuoteWerks is required to integrate with Maximizer CRM Live. [Build: 3.01]

 63. MS CRM version 9.0 is now supported! [Build: 3.01]

 64. SalesLogix (Infor CRM) 8.4 is now supported! [Build: 3.01]

 65. SugarCRM 7.11 is now supported! [Build: 3.01]

 66. 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). [Build: 3.01]

 67. 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). [Build: 3.01]

 68. Added CustomText25, CustomText26, CustomText27, and CustomText28 fields to the Sale Info tab of the Quote WorkBook. [Build: 3.01]

 69. Under the Tools->Find Quoted Item menu there are now two options for "Search Documents" and "Search Templates". This is very useful for searching for discontinued items that are in templates, making it easy to find them and replace them. [Build: 3.01]

 70. On the Select E-mail recipients window there are now "Sold To (on document)", "Ship To (on document)",and "Bill To (on document)" options to choose from. [Build: 3.01]

 71. on QuoteWerks Purchase Order window added fields ShipToPhone and ShipToEmail. These fields are also available in the Purchase Order HTML template. [Build: 3.01]

 72. On the Site Files tab of the QuoteValet Setup window you can now upload .ico and .pdf files. The size restriction for PDF files is 300K and for all other files 150K. [Build: 3.01]

 73. On the Site Files tab of the QuoteValet Setup window pressing the DEL key will now delete a tenant site file. [Build: 3.01]

 74. On the Site Files tab of the QuoteValet Setup window you can now drag files into the list to upload those files to the tenant site. [Build: 3.01]

 75. On the Open Document window, when searching by Item, the search by text box F2Lookup will now show the list of F2Lookup items for the selected search column. [Build: 3.01]

 76. On the DataLink Mapping window, increased the width of the drop-down combo boxes that contain the field name lists. [Build: 3.01]

 77. On the DocumentItems tab, there is a new DistributorSONumber column to augment the SONumber column. This field has also been added to the POItem and FulfillmentItem tables. This is useful for tracking both the SO Number from your Distributor PO and also your internal SO Number. Any data currently in the Document Items SO Number column was moved to the DistributorSONumber column. [Build: 3.01]

 78. You can now search by the SONumber and DistributorSONumber fields on the Ordered Items of the Purchasing window. [Build: 3.01]

 79. You can now search by the SONumber field on the Purchasing tab of the Purchasing window. [Build: 3.01]

 80. There is now a PONotes memo field for a purchasing Purchse Order that you can use to provide detailed instructions about the PO to your distributor. This can be used when emailing the PO to your distributor, it cannot be used for an online order as the distributors do not support it. [Build: 3.01]

 81. On the Purchase Orders tab of the Purchasing window, double-clicking on the Purchase Order will now display the Edit Purchase Order window. [Build: 3.01]

 82. When receiving items on the Purchasing Window, the default quantity is 1. In the Settings Manager, you can set SystemSettings\Defaults\DefaultReceivedQtyToAll=-1. [Build: 3.01]

 83. In the Layout Designer, the right click menu now includes the Align, Spacing, and Sizing menus. [Build: 3.01]

 84. On the Purchase Orders tab of the Purchasing Window, added right click menu "E-Mail tracking number(s).." [Build: 3.01]

 85. There are now ExtendedShippingAmount and AlternateExtendedShippingAmount columns on the DocumentItems tab. With the addition of the ExtendedShippingAmount field we also added the option "Shipping Amount addition - Use Extended Shipping Amount" on the Installation tab of Tools->Options menu. With this option you can now total up the extended shipping amount vs the unit shipping amount. [Build: 3.01]

 86. On the Advanced tab of the Edit Product window you can now enter the ShippingUnitPrice. This value will copy into the ShippingAmount column on the Document Items tab. Also, you can use the product import wizard to import this field. [Build: 3.01]

 87. On the Documents tab of the Tools->Options menu added ShippingRate, Shipping Cost (manual) and Shipping Price (manual) defaults. [Build: 3.01]

 88. On the "Get shipping rate" window, and the "Add shipping rate item" window, the weight is now defaulted to the total weight from the quote. [Build: 3.01]

 89. The extended weight for the entire document is now displayed on the Shipping Amount window. [Build: 3.01]

 90. On Open Document window added [Documents Prepared by Me] shortcuts button. [Build: 3.01]

 91. Added [Copy settings from QuoteWerks Desktop] button to the QuoteWerks Web subtab of the Email.Sending tab of Tools->My Preferences. [Build: 3.01]

 92. On The File Links tab the right click menu of "Merge Word Document" now only appears if you are pressing the SHIFT key when right clicking. [Build: 3.01]

 93. When the Database Maintenance Reminder window appears there is now a button to [Open Medic Utility Now] so you can run maintenance. [Build: 3.01]

 94. On the Personal tab of the Tools->My Preferences menu added CustomText01 and CustomText02 fields. These are also available as &SalesRepCustomText01, &SalesRepCustomText02, &LoggedInUserCustomText01, &LoggedInUserCustomText02, &PreparedByCustomText01, and &PreparedByCustomText02 macros. [Build: 3.01]

 95. For QuickBooks Desktop users, in the QuickBooks Link setup, the macro "&DI_Manufacturer" is now available when using QuoteWerks Macros to generate the QuickBooks Item Name. This will enable QuoteWerks users to map to QuickBooks Item Names like "&DI_Manufacturer:&DI_ManufacturerPartNumber". [Build: 3.01]

 96. On the Add shipping rate item window, you can now save selections of packaging, weight, length, width, and height as options in a drop down list. To add a new selection, just enter in the information and click on the [Create package template]. You can delete a template by pressing the DEL key while on a selected template in the drop down. The template is created using the data in the current fields. If you leave the weight blank when saving the template, the weight box will not be changed when you select the template for use. [Build: 3.01]

 97. You can select select multiple line items that are not contiguous and drag drop them to a new location. [Build: 3.02]

 98. For ConnectWise users, when QuoteWerks completes the ConnectWise Opportunity, if options were selected to create a sales order, the ConnectWise SO Number will be saved into any QuoteWerks line items that were added to the ConnectWise Sales Order. This SONumber column in QuoteWerks can be searched on the QuoteWerks Open Document window and also on the QuoteWerks Purchasing window. [Build: 3.04]

 99. For Product Content Subscribers, the FontFamily for the Etilize Product Comparison and Etilize Product Spec Sheets can be controlled via the System Setting, Etilize, HTMLFontFamily. This will enable the output from QuoteWerks to have a unified font. [Build: 3.04]

 100. For salesforce.com users, the contact search now supports Related Contacts. [Build: 3.07]

 101. For Autotask users, Autotask Purchase orders created by QuoteWerks will now include the VendorPartNumber. [Build: 3.07]

 102. On the print selections list of the Print window, when a print selection is selected, you can press the 'R' key to remove it. [Build: 3.07]

 103. On the Groups tab of the User Maintenance window, there is now a "Show Inactive Users" checkbox. [Build: 3.10]

 104. On the Select E-mail recipients window there is now a "Document" option. This consolidates previous separate options of "QuoteWerks users (on document)", "QuoteWerks Vendors (on document), "Sold To (on document)", "Ship To (on document)", and "Bill To (on document)", and adds Sales Rep and Prepared By email addresses to this new Document option. You no longer have to switch between lists to gather all the email addresses you need. Also double clicking on an email address now will just add that email address into the list of selected email addresses, it will not close the Select Email Address window unless you also hold down the CTRL key. [Build: 3.10]

 105. Maximizer CRM Live version 16.1 is now supported! [Build: 3.14]

 106. When uploading a QuoteValet Shopping Cart Order Form, you can now choose which user will receive notifications when an order is placed. [Build: 3.16]

 107. When importing a QuoteValet Shopping Cart Order, you can now choose which SalesRep you want to assign the new order to. [Build: 3.16]

 108. The Amazon consumer pricing feature is now available again in the Product Content Subscription! We are now using an official Amazon API for this resulting in significant speed increases and continued support for this functionality. [Build: 3.17]

 109. For QuoteValet users, even when there are no Payment Gateway Accounts setup the [Make Payment by Proxy] button will be available. This enables you to record customer payments towards this document manually like when you receive a check from the customer or take their credit card information over the phone. [Build: 3.17]

 110. For QuoteValet users, on the Payment Process tab of the QuoteValet Setup window, there is now a Gateway Status column that indicates Enabled/Disabled. [Build: 3.17]

 111. ConnectWise 2018.3 is now supported! [Build: 3.01]

 112. Autotask now requires TLS 1.2. .NET Framework 4.5 or higher is now required to use the Autotask integration with QuoteWerks. [Build: 3.20]


Version 5.3 Build 2 (released January 23, 2018)

 113. For QuoteValet users, on the Reporting tab of the QuoteValet dashboard the DocType is now displayed. This is useful in determining when a quote has been accepted through QuoteValet but has not been converted to an order yet. [Build: 2]

 114. For QuoteValet users, we've added the fields QuoteValetStatusCode and QuoteValetAcceptedOn fields to the DocumentHeaders table making it possible to run reports on if a quote has been accepted through QuoteValet but has not been converted to an order yet. [Build: 2]

 115. For API Users, added new method DocFunctions.RefreshLists(). When called this will refresh the CostModifier and PriceModifier drop down lists. [Build: 2]

 116. For API Users, added new method Application.QuickLookupSetProductDataSource(ByVal sProductDataSourceName As String, ByVal sEnglishOperator As String) As Integer [Build: 2]

 117. For API Users, added new method Application.QuickLookupSetSearchField(ByVal sFieldName As String) As Integer [Build: 2]

 118. For API Users, added new method Application.QuickLookupSetSearchValue(ByVal sSearchValue As String) As Integer [Build: 2]

 119. ConnectWise 2018.2 is now supported! [Build: 2.02]

 120. For ConnectWise Users, if the option is selected to write the SoldToPONumber to ConnectWise, the SoldToPONumber is now also written to the Sales Order in addition to the Opportunity. [Build: 2.02]

 121. For ConnectWise Users that subscribe to QuoteValet, if the QuoteWerks Document is linked to a ConnectWise Opportunity, when uploading a document to QuoteValet, the QuoteValet SalesRep Facing URL will be added to the Attachment tab of the ConnectWise Opportunity. This will enable sales reps to have access to the Sales Rep facing view of a QuoteValet Document from within ConnectWise. [Build: 2.02]

 122. For ConnectWise users, on the Links tab, there is now a link for the ConnectWise Sales Order. This enables you to easily navigate to the created Sales Orders in ConnectWise. [Build: 2.02]

 123. For ConnectWise users, on the Links tab, there is now a link for the ConnectWise Agreement. This enables you to easily navigate to the created Agreements in ConnectWise. [Build: 2.02]

 124. On the Item Attributes, the selections are now colorized to indicate non-standard selections making it easier to quickly see if an item is set as non-taxable or optional, etc. [Build: 2.02]

 125. On the Print window you can now multi-select the print selections for actions like [Move Up], [Move Down], [Remove], and [View]. [Build: 2.02]

 126. When the AlternateUnitPrice column's automatically calculated price is manually overridden the cell will now have a red background color. [Build: 2.02]

 127. Added options "Generate new DocName using macro when duplicating" and "Generate new DocName when creating from template" on the Documents tab of the Tools->Options menu. [Build: 2.02]

 128. You can now set the timeout value for scripts. In the Settings Manager, set SystemSettings\System\VBScriptTimeout=10 for 10 seconds. That is the default. [Build: 2.02]

 129. For API users, the Installation.OpenDB method now supports opening QuoteWerks Native Product databases to view, edit and add product records. [Build: 2.02]

 130. For API users, there is now an Installation.IsSQL property to indicate if the backend is rehosted to SQL. [Build: 2.02]


Version 5.3 Build 1 (released December 18, 2017)

 131. ConnectWise 2018.1 is now supported! [Build: 1.04]

 132. ConnectWise 2017.6 is now supported! [Build: 1.04]

 133. ACT! version 20 is now supported! [Build: 1.04]

 134. Sage 50 Accounting 2018.1 US Edition (Peachtree) is now supported! [Build: 1.04]

 135. SugarCRM 7.10 is now supported! [Build: 1.04]

 136. Updated the User Interface with a new flat look! [Build: 1.04]

 137. The QuoteWerks Help system is now fully online rather than having a local copy of the Help File. This speeds up installation time significantly and updates to the Help Documentation are instantly seen by customers. [Build: 1.04]

 138. Line item quantity linking. With this feature you can setup a quantity link between line items. Simple select a line item that you want to drive the quantity of other line items, and the hold down the CTRL key and select all the other line items that you want to have their quantity affected by the quantity of the Parent item. Then click on the [Set Dependent Quantity] toolbar button above the Document Items grid. You will be prompted to enter the relative quantity multiplier. So, for example, you can use this so that for each car sold, it requires 4 of the tire items. Once you setup this dependent quantity, when you change the quantity for the car line item, the quantity line item with the tires will automatically be changed to the quantity of cars times 4. If you manually change the quantity in a line item that is setup as a quantity child it will remove the quantity link. If all the quantity children line items are deleted, the quantity link will be removed. When selecting a line item that has a parent or child quantity link information about the quantity link will be displayed in the status bar area. Also you can select a quantity parent or quantity child line item and click on the "Highlight Dependent Quantity Parent" or "Highlight Dependent Quantity Child" Grid Toolbar button menu to highlight them in the quote for you to see. [Build: 1.04]

 139. SimpleLabor feature. There is now a Simple Labor tab on the Edit Product window. Here you can enter basic information about the labor for the item including quantity, description, cost, price, manufacturer part number, item type, and tax code. When the product is added to the quote, this simple labor information will be added as an additional line item below it. This labor line item will be quantity linked to the product item so as you change the quantity of the main item, the simple labor item quantity will automatically change with it. If you need to enter more information for your labor item, you will need to just create a regular item and then set it as a required item with the quantity linked. There is a [Convert] button on the Simple Labor tab which will convert this simple labor information into a regular product item and make it a required item of the item. When importing products, you can import the Simple Labor information into the product with the fields: &LaborData.LaborQuantity, &LaborData.LaborDescription, &LaborData.LaborUnitCost, &LaborData.LaborUnitPrice, &LaborData.LaborTaxCode, and &LaborData.LaborLineAttributes. Since a Simple Labor item is not really an item, but rather fields of data in a host item, you cannot refresh pricing of the labor item once it is on the quote. [Build: 1.04]

 140. Section Header feature. You can now create sections (similar to tabs) in your quote. Simply choose the Edit->Insert Section Header menu. While simple they are also powerful in that SubTotal lines normally reset once they encounter another Subtotal line. Now, they will also reset when they encounter a Section Header line making it possible to do subtotals within the Sections. Also, the Summary Line now has the new feature to be able to display values from any Section Header line like, for example, the Monthly Recurring Amount total for all the items within a specific section. [Build: 1.04]

 141. Summary lines now have a new option to obtain their value from a Section Header line item field which make it easy to show Section Totals of monthly recurring and upfront amount on separate lines at the bottom of the section. Section Header Summary Lines can also display section totals from not just their own section that they are located in, but from any section in the quote. You can even use the TOTALING Summary Line to add up values from multiple sections and display that in a summary line. A percent discount line item can be used below a Summary Line item, but only if the Summary Line does not reference the section that the Percent discount line itself is in. [Build: 1.04]

 142. On the Opportunity Dashboard you can select a user to see the opportunities related to that user. Now, you can select a group and see all the opportunities for all the users in the selected group! While the logged in user can select a group, the logged in user will only see opportunities that they have access to see. If the Misc Access right of "CannotViewOthersDocuments" has been set for the logged in user, then no groups will appear in the list. [Build: 1.04]

 143. On the Open Document Window, the SalesRep and Prepared by search fields now have Groups as options in addition to sales rep names and . When a group is selected, the logged in user will only be able to see documents that they have rights to view. [Build: 1.04]

 144. Added new Dynamic Notes memo field on the Notes tab. This field also has a new [Insert User/DateTime stamp text] button making it really easy for users to enter notes into this field that are stamped with who typed the note and the date/time the note was entered. Also the Introduction, Closing, Purchasing, and Internal Notes fields all resize with the window size now. [Build: 1.04]

 145. QuoteValet templates now have access to more data macros like &SoldToLastName, &SalesRepInlineAddress, &LineAttributeHidePrice, &LineAttributeHideQuantity, &LineAttributeGroupMember, &LineAttributeOption, &LineAttributeSelectedOption, &RecurringRevenueMonthly, &LineTypeSummaryIsTotaling, &LineTypeSummaryIsSectionHeader, and more. [Build: 1.04]

 146. For QuickBooks Online Users, in the QuickBooks Online Setup, there is now an option on the Items tab that enables all Accounts to be returned when creating a new item in QuickBooks Online instead of being limited to the accounts that are documented in the QuickBooks Online API documentation. This is recommended for advanced users in specific instances only. If the wrong account is selected, an error will be returned when attempting to create a new product in QuickBooks and the document creation will be stopped. [Build: 1.04]

 147. For Autotask users, when setting up the integration for Autotask, there is now one master Autotask API user used for the entire QuoteWerks site instead of entering a separate login for each user in QuoteWerks. The API Credentials are entered on the Contacts->Setup Contact Manager menu. Each user will still need to enter their Autotask login email address under Tools->My Preferences. This is used to default the Owner and Assigned To values in drop down lists. [Build: 1.04]

 148. For Autotask Users, when saving an Autotask Quote, the eQuote is now set to active. [Build: 1.04]

 149. For Autotask Users, there can now be 2 of the same Service Item on an Autotask Quote. Previously, there was a limit to one unique service item. Any additional Service Items will be added as Cost Items to the Autotask Quote and the user will be notified of this in QuoteWerks to avoid any errors. [Build: 1.04]

 150. Added new DocumentItems columns "RecurringRevenueMonthly", "RecurringRevenueMonthlyWithTax", "RecurringRevenueWeekly", "RecurringRevenueWeeklyWithTax", "RecurringRevenueQuarterly", "RecurringRevenueQuarterlyWithTax", "RecurringRevenueAnnual", and "RecurringRevenueAnnualWithTax". [Build: 1.04]

 151. You can now set the "Exclude Line" attribute for section header, subtotal, running subtotal, percent discount, percent charge and group header lines. [Build: 1.04]

 152. There is now a Required Items tab on the Edit Product window. From there you can select an existing item to make it a required item of the item being currently edited, or you can create a new product that will be a required item for this item. This makes it much easier to manage required for individual products. A list of all items that have required items setup can be viewed from the Products->Required Items menu. [Build: 1.04]

 153. There is now an Optional Items tab on the Edit Product window. From there you can select an existing item to make it an option of the item being currently edited, or you can create a new product that will be an option for this item. This makes it much easier to manage optional items for individual products. A list of all items that have optional items setup can be viewed from the Products->Optional Items menu. [Build: 1.04]

 154. Required Items now have the option of "Link quantity to parent item". When this is set, as the parent item quantity is changed, this required item quantity will change also respecting the relative quantity between the parent item and the required item. Manually changing the required item quantity on the quote will disconnect the link if desired. [Build: 1.04]

 155. Optional Items now have the option of "Link quantity to parent item". When this is set, as the parent item quantity is changed, this Optional Item quantity will change also respecting the relative quantity between the parent item and the Optional item. Manually changing the Optional item quantity on the quote will disconnect the link if desired. [Build: 1.04]

 156. A Required Item, Bundle Item, and Selection Container Item now have a new line type option of Running Subtotal. [Build: 1.04]

 157. Bundles can now include static items that do not have to be retrieved from a product database to be included in a bundle. There is a new "[] Retrieve from Product Database" checkbox. When un-checked, this feature is designed to be used to add Comments, Subtotal, Running Subtotal, or Heading lines into your bundles. [Build: 1.04]

 158. Required Items can now include static items that do not have to be retrieved from a product database to be included in a list of Required Items. There is a new "[] Retrieve from Product Database" checkbox. When un-checked, this feature is designed to be used to add Comments, Subtotal, Running Subtotal, or Heading lines into your bundles. [Build: 1.04]

 159. Added a StyleCode 30 char text field column to the Document Items tab. This is a multi-purpose field that can be used to enter codes that you can design the FPC print layout to look for, giving you more control of the print layout output. Based on the codes, different sections can be activated in the layout when certain conditions are met, changing what the output looks like. [Build: 1.04]

 160. Added a Profit Margin column to the Document Items tab of the Quote WorkBook. Also DocumentHeaders.&ProfitMargin for print layout. Also <<&DI_&ProfitMargin>> in a Word document. [Build: 1.04]

 161. On the Product Lookup window, when searching with data in the ManufacturerPartNumber, VendorPartNumber, Manufacturer, or Keyword text boxes, the text in the text boxes will be automatically cleaned before the search is started. Any encapsulating quote symbols, leading or trailing space, and any carriage return and/or line feed characters will be removed. This is very useful when copying and pasting from PDF files, excel, websites, etc. This feature is also on the Quick Lookup bar on the main quote window. [Build: 1.04]

 162. The "Make PDF read-only" option on the Save PDF File window will now default to the Tools->My Preferences "Make PDF read-only option. This "Make PDF read-only" option primarily controls making the Deliverable PDF File that is generated when you email a quote or upload it to QuoteValet a read-only PDF. [Build: 1.04]

 163. Added option "Enable double-click to bring up F2 Lookup in text boxes." under the Misc.General tab of the Tools->My preferences menu. You can uncheck this if you want the dbl-click action in a text box to do the normal action of selecting a word. [Build: 1.04]

 164. Added [Move to Top] and [Move to Bottom] buttons on the View->Customize Columns window and the Customize Product Database Columns window. [Build: 1.04]

 165. Product Lookup window enhancements. The description and Manufacturer Part Numbers fields are now the top two fields, the description search field is wider, and the ItemType is now also displayed as a search field with a drop down list. [Build: 1.04]

 166. In the Product Import Wizard mapping, pressing a letter will select the first mapping starting with the letter pressed. The list of fields in the text file to map to also have the same new behavior. Also the spotlight search has been added to both the mapping selection list and the text file field list. [Build: 1.04]

 167. When selecting a Summary Line in the quote, the details of what is being summed will be displayed in the status area. [Build: 1.04]

 168. when items are selected to be added to a bundle, now as each item is added to the bundle, you are prompted with the Edit Bundle Item window so you can choose options for each bundle Item. [Build: 1.04]

 169. On the Purchasing tab of the Purchasing window, you can now search by DocNo. [Build: 1.04]

 170. On the Ordered Items tab of the Purchasing window, you can now search by DocNo. [Build: 1.04]

 171. On the Purchase Orders tab of the Purchasing window, there is now a right click option of Print..." [Build: 1.04]

 172. For SQL users, all Memo fields in the datbase have been converted from NTEXT to nvarchar(MAX) for better performance and also because the next version of SQL will discontinue the NTEXT field type. Only SQL Server 2005 and higher support nvarchar(MAX) fields so we have discontinued support for MS SQL versions earlier than 2005. [Build: 1.04]

 173. GoldMine 2018.1 is now supported! [Build: 1.05]

 174. Formula lines, Deposit Amount can now base their calculations on the UNitCost and ExtendedCost fields. [Build: 1.05]

 175. Summary lines can now total up the ExtendedCost field, and also reference a section header ExtendedCost field. [Build: 1.05]

 176. ACT! for Web version 20 is now supported! [Build: 1.07]

 177. Added new web browser "quotewerks://updatedocument" protocol handler. This is a great way to automate QuoteWerks actions from a web browser hyperlink like updating fields in a quote with information. You can use it to update fields in the currently open QuoteWerks document, or you can instruct QuoteWerks to open a specific quote and then populate certain fields with data. Use the parameters FindByRecGUID or FindByDocNo to open a specific quote. If neither of those parameters are passed the currently open document will be updated. Example: quotewerks://updatedocument?FindByDocNo=AAAQ1001&SoldToCompany=abccompany&CustomText01=Blue [Build: 1.08]

 178. On the Open Document window, there is now a right click menu for "Change DocStatus...". With this you can select multiple documents and change their DocStatus in a batch. [Build: 1.08]

 179. On the Open Document window, the right click menu option "Convert to Lost..." now works when multiple quotes are selected. [Build: 1.08]

 180. There is now an "Unlink Dependent Quantity" menu on the Toolbar button menu. You can use this to select a line item and unlink it from the quantity parent. [Build: 1.11]

 181. For ACT! users, when converting an existing opportunity to a closed opportunity the opportunity line items are now re-created. Also when the ACT! opportunity has been re-opened and the Quotewerks Order is re-saved, QuoteWerks will update the ACT! opportunity including all the line items. [Build: 1.11]

 182. For API Users, added new DocFunctions.DocumentAddFileLink method [Build: 1.11]

 183. Added 2 more highlight colors (Pink and Blue) for a total of 7 highlighting colors. [Build: 1.12]

 184. You can now change the labels of the Highlighting colors. For example, instead of the label "Yellow" you could rename it to "Needs Review" so that the colors have meaning to users. You can set the label names in the Settings Manager with the settings: SystemSettings\System\HighlightColor1Label SystemSettings\System\HighlightColor2Label SystemSettings\System\HighlightColor3Label SystemSettings\System\HighlightColor4Label SystemSettings\System\HighlightColor5Label SystemSettings\System\HighlightColor6Label SystemSettings\System\HighlightColor7Label [Build: 1.12]

 185. When selecting multiple files to add to the Links tab, there is now an [OK for All] button. [Build: 1.12]

 186. When looking up a contact under Contacts->Lookup and you click the User for [All] option, the contact lookup window will now close. [Build: 1.12]

 187. Under the Utilities->License Manager menu the QuoteValet, QuoteWerks Web, and QuickBooks Online integration subscription details are now displayed. [Build: 1.12]

 188. On the Tenant Account tab under the Tools->Options menu, there is now a [Validate Subscription] button for QuoteValet and QuoteWerks Web. [Build: 1.12]

 189. Added Misc Access rights CannotManuallyModifyFieldValue:DH_CustomText01 through CannotManuallyModifyFieldValue:DH_CustomText24, CannotManuallyModifyFieldValue:DH_CustomNumber01, CannotManuallyModifyFieldValue:DH_CustomNumber02, CannotManuallyModifyFieldValue:DH_CustomDate01, CannotManuallyModifyFieldValue:DH_CustomDate02, CannotManuallyModifyFieldValue:DH_CustomNumber01, and CannotManuallyModifyFieldValue:DH_CustomNumber02. [Build: 1.14]

 190. Microsoft SQL Server 2017 is now supported! [Build: 1.11]


Version 5.2 Build 8 (released October 2, 2017)

 191. QuickBooks Online Integration! Use QuickBooks Online Customer Information in your quote. Add QuickBooks Online product items to your quote. Create new QuickBooks Online customers, items, estimates, invoices, sales orders, purchase orders, and more. The QuickBooks Online integration requires QuoteWerks Professional or Corporate Edition and requires a monthly or annual subscription. [Build: 8.12]

 192. For QuoteValet users, YouTube video support! With your QuoteValet quote you can now include one or more videos to be displayed on the QuoteValet quote. You can even set one of them to start auto-playing as soon as the QuoteValet page is displayed. You can also include one video per line item. You can specify the default video(s) you would like each new Quote, Order or Invoice to include on the General tab of the QuoteValet setup window. You can also specify one video in a native database product definition which will be included in the quote for the line item when the product is added into the quote. You can see the video details for the line item in the quote by selecting the line item and clicking on the "Show/Hide Picture Panel" toolbar button above the line items grid. When adding videos to the quote, if you have setup your YouTube account information on the General tab of the QuoteValet setup, you will be able to choose from a list of all your existing videos that have already been uploaded to YouTube. If you are using a shared standardized QuoteValet template the videos will automatically just appear in the QuoteValet page. If you are using a customized QuoteValet template you will need to make some modifications to your customized template. The layout designer fields and macros of &DH_&Video1_URL, &DH_&Video1_Title, &DH_&Video2_URL, &DH_&Video2_Title, &DH_&Video3_URL, &DH_&Video3_Title, and &DI_&Video1_URL, &DI_&Video1_Title have also been added. [Build: 8.12]

 193. For QuoteValet users, you can now have more than one QuoteValet OrderForm Template used by the QuoteValet Shopping Cart. When uploading the OrderForm Template to QuoteValet you can choose which OrderForm template you want to use. [Build: 8.12]

 194. Windows Authentication Login support. You can now setup QuoteWerks users to use their Windows Authentication to automatically log into QuoteWerks without having to enter the QuoteWerks Native Login UserName and Password on the QuoteWerks Login window. Windows Authentication only works with domains. When using the Windows Authentication Login, you will still need to set a password for the QuoteWerks Native Login. Holding the SHIFT key down while starting QuoteWerks will force the QuoteWerks Login window to appear. [Build: 8.12]

 195. ConnectWise 2017.5 is now supported! [Build: 8.12]

 196. The Product Content Subscription now has PartLocator support for D&H Canada. We've negotiated an arrangement with D&H Canada to host their parts list to provide our mutual customers with a better ability to locate D&H Canada part numbers when quoting. [Build: 8.12]

 197. The Product Content Subscription now has PartLocator support for Jenne (USA). We've negotiated an arrangement with Jenne to host their parts list to provide our mutual customers with a better ability to locate Jenne part numbers when quoting. Now, on the Etilize panel, a Jenne option will only appear if the Jenne part number was found by the PartLocator. Previously the Jenne option would always appear even if a part number was not offeered by Jenne. [Build: 8.12]

 198. For Jenne customers with the Product Content Subscription, Jenne items will now appear in the Etilize Comparison Window if the Jenne part number was found using the PartLocator. [Build: 8.12]

 199. The user Maintenance window now has columns to show the UserName, OSLoginName, a Reference column, and also a "Flags" column. An "M" will appear in the Flags column if the user has master rights, and a "*" will appear in the UserName has a blank password. The Reference column will display the first 50 characters of the first line of the Notes field. [Build: 8.12]

 200. For QuoteValet users, you are no longer required to fill out the ManufacturerPartNumber field as a requirement for a picture to appear on the QuoteValet quote for a line item. [Build: 8.12]

 201. For ConnectWise users, when retrieving a contact from ConnectWise, QuoteWerks now respects the Contact's Communication Defaults for Phone, Fax, and Email if specified. [Build: 8.12]

 202. For MS CRM users, custom status reasons for a Lost or Won Opportunity are now supported for versions 6 and higher. [Build: 8.12]

 203. Effective July 2017 Supplies Network now requires all xml queries to be sent using the TLS 1.2 protocol. QuoteWerks now supports this. The TLS 1.2 protocol is not available on Windows XP machines, so any users that wish to use QuoteWerks (or any other software) to interact with Supplies Network XML services will need to be running the software on Windows Vista or higher. Additionally TLS 1.2 requires that the Microsoft .NET framework version 4.5 be installed and Internet Explorer (IE) 11 or higher needs to be installed. In Microsoft IE, TLS 1.2 must be enabled. To enable, click on the Gear/Settings button in IE and select Internet Options from the menu. Go to the Advanced tab, and under the Security section, make sure that TLS v1.2 is checked. [Build: 8.12]

 204. The action of "DocumentDeletedFromQuoteValet" is now added to the Document Audit Trail log. [Build: 8.12]

 205. When documents are deleted, that action is now logged in the event.log, like this: [AuditTrail] John Lewe deleted document 'FLAQ1964' (DocID=3365) [Build: 8.12]

 206. For ConnectWise users, added Datalink mappings for individual TaxCodeLevelRates 1 - 5. This is helpful for Canadian users to be able to map to PST and GST tax rates which was not available with the existing "Company->TaxRate" Datalink that combines all of the tax code levels into a single rate. The new Datalinks are "Company->TaxCodeLevel1Rate" through "Company->TaxCodeLevel5Rate". [Build: 8.15]

 207. SugarCRM 7.9 is now supported! [Build: 8.18]

 208. Sage 50 Accounting 2018 US Edition (Peachtree) is now supported! [Build: 8.18]

 209. For QuickBooks Online Users, the BillTo Email address is now populated in Estimates, Invoices and Sales Receipts. There is a new Setting in the QuickBooks Online Setup in QuoteWerks to default the "Send later" Option for emailing documents. [Build: 8.18]

 210. For QuickBooks Online Users, added additional QuoteWerks header fields that can be mapped to QuickBooks Online Custom fields. These fields include: SoldToCompany, SoldToContact, ShipToCompany, ShipToContact, BillToCompany, BillToContact, and SoldToPONumber. [Build: 8.18]

 211. For QuoteValet Mobile users, we've updated the user interface, fixed some UI issues like the issue when scrolling through multiple pages of the NEW template list. You can now select a contact for the Mobile quote from Autotask, and we've updated QuoteValet Mobile to work with the new ConnectWise REST API. Posted live August-23-2017. [Build: 8.19]

 212. For ConnectWise users, when writing products to a ConnectWise Opportunity, if the Vendor Name is not empty in QuoteWerks, the vendor will now be added to the ConnectWise Procurement Item. The Vendor Name in QuoteWerks must match exactly to the Vendor Company name in ConnectWise. If no match is found, no vendor will be written to the ConnectWise product on the opportunity. [Build: 8.19]

 213. The Amazon consumer pricing feature that was part of the Product Content Subscription is now available again! [Build: 8.20]

 214. QuickBooks USA 2018 is now supported! [Build: 8.25]

 215. For QuickBooks Online users, you can now map the QuoteWerks InternalPartNumber field to the QuickBooks Item Name. [Build: 8.25]


Version 5.2 Build 6 (released June 12, 2017)

 216. 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. [Build: 6]

 217. 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. [Build: 6]

 218. 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. [Build: 6]

 219. ConnectWise 2017.4 is now supported! [Build: 6]

 220. ConnectWise 2017.3 is now supported! [Build: 6]

 221. 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. [Build: 6]

 222. 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. [Build: 6]

 223. 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. [Build: 6]

 224. 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. [Build: 6]

 225. 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. [Build: 6]

 226. 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. [Build: 6]

 227. 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. [Build: 6]

 228. 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. [Build: 6]

 229. 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. [Build: 6]

 230. For ConnectWise users, when adding a product to a ConnectWise Opportunity, the Vendor Part Number (Vendor SKU) is now included. [Build: 6]

 231. 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. [Build: 6]

 232. 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. [Build: 6]

 233. 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. [Build: 6]

 234. 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. [Build: 6]

 235. For QuoteValet Insight users, on Dashboard->Approvals, there is now a drop down to choose to display "Approval Pending" or "Approval Denied". [Build: 6]

 236. 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. [Build: 6]

 237. 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. [Build: 6]

 238. 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. [Build: 6]

 239. In Settings Manager, CTRL-A now selects all the settings in the current list. [Build: 6]

 240. In Settings Manager, there is now a "x settings selected" display [Build: 6]

 241. 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. [Build: 6]

 242. 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. [Build: 6]

 243. 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. [Build: 6]

 244. 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". [Build: 6]

 245. 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. [Build: 6]

 246. 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. [Build: 6]

 247. 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. [Build: 6]

 248. 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. [Build: 6]

 249. 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. [Build: 6.02]

 250. 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. [Build: 6.07]

 251. 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" [Build: 6.07]

 252. 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. [Build: 6.07]


Version 5.2 Build 3 (released April 17, 2017)

 253. MS CRM version 8.2 now supported! [Build: 3]

 254. For MS CRM users, only the first 150 users were displayed in user selection windows. Now the first 250 will be displayed. [Build: 3]

 255. For MS CRM users, added field contact->parentcustomerid to the list of available DataLink fields. [Build: 3]

 256. For MS CRM users, added an "Update MS CRM Opportunity name with Document name" option under MS CRM Setup. [Build: 3]

 257. For MS CRM users, the list of opportunity status codes is now retrieved from MS CRM dynamically, rather than from a hard coded list of "WON", "CANCELED", "OUT-SOLD". [Build: 3]

 258. GoldMine 2017.1 is now supported! [Build: 3.13]

 259. For Dell Premier customers, a region/country dropdown was added in the Dell Punchout Setup. In addition to USA, the following countries were added: Canada, United Kingdom (UK), Ireland, Belgium, Netherlands, Germany, France, Australia, and New Zealand. Dell Punchout Ordering functionality is enabled for these countries. [Build: 3.13]

 260. For Product Content Subscribers in the UK, Etilize Upsell items are now available on the Etilize Panel. 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: 3.13]

 261. For Product Content Subscribers in the UK, Etilize Similar items are now available on the Etilize Panel. 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: 3.13]

 262. Added new option on the Misc.General tab of the Tools->My Preferences menu of "On Print window, when saving PDF and default file name exists, automatically suggest unique name". It is useful to turn this off if when saving a PDF you just want a single current PDF of the current quote and not different versions. [Build: 3.13]

 263. On the Leasing tab of tools->Options menu, added new default option "Include monthly recurring Amount in Lease Amount". [Build: 3.13]

 264. On the Login tab of the User Properties window, there is now a Notes field. Administrators can save notes about each user in this field. [Build: 3.19]

 265. On the Product Lookup window, "InternalPartNumber" was added to the Sort by dropdown. [Build: 3.19]


Version 5.2 Build 2 (released February 10, 2017)

 266. The field size for CostModifier and PriceModifier fields on the DocumentItems tab have been increased from 8 to 18 allowing for longer compound discount modifiers like "D50\10\17". [Build: 2]

 267. ACT! version 19 is now supported! [Build: 2.22]

 268. SalesLogix (Infor CRM) 8.3 is now supported! [Build: 2.22]

 269. For Peachtree (Sage 50 US Edition) users, when using Peachtree as the contact manager you can now retrieve the Customer Terms using the DataLink using the new Data Link field CustomerPaymentTerms. [Build: 2.22]

 270. On the Templates tab of the File->New menu you can now search the templates by name with "Begins with", "Contains", and "Ends with". [Build: 2.22]

 271. The macro name &APP_LayoutName is available on the Misc tab of Tools->Options for the generation of the file name for the "Document Attachment file" and "PO Document Attachment file". This is very useful because when used the file name generated would contain the name of the primary selected layout or word document used to generate the file giving the file name some meaningful context. [Build: 2.22]

 272. There are now the macros &APP_LicensingPrimarySerialNumber, &APP_LicensingEnterpriseLicenseCount, and &APP_LicensingSiteLicenseCount available through the Application.GetMacro API method. [Build: 2.22]

 273. ConnectWise 2017.2 is now supported! [Build: 2.22]

 274. When adding a File Link from the Links tab, if you select a file that is not under the \QuoteWerks folder, you will be prompted to link directly to the file or copy it to a centralized storage location (\QuoteWerks\Resources) and link to that file. Users can set the default behavior with the option "When adding File Link default to option to Copy to Centralized Storage" under the Misc tab of the Tools->My Preferences menu. Also adminstrators can force the centralized storage with the Misc Access right of "ForceFileLinksAttachModeAsCopy". [Build: 2.22]

 275. The Tools->Refresh Item Details menu now an option to choose which Product Data Source you want to refresh the line item data from. Also there is an option "Obtain refreshed data from:" when multiple line items are selected to force the refresh to look in the selected database versus the database specified in the line item. Also the columns are sortable useful in grouping all fields together that have data in them, or sorting the field names alphabetically. [Build: 2.22]

 276. For ConnectWise users, when converting a quote to an order and converting the ConnectWise opportunity to Won, you can now specify the Close Date. Also when subsequently updating the order and saving the changes to the ConnectWise Closed Won Opportunity, the Closed date will no longer change unless you change it. [Build: 2.22]

 277. There is now a utility feature to cycle through ALL documents in the database and look at the file links and replace the matching folder location of the linked file with a different folder location. [Build: 2.22]

 278. When importing a product database, the name of the Product Database is now displayed in the import status window. [Build: 2.22]

 279. On the Open Document window, the checkbox "Include Revisions", now remembers the last selection per user. [Build: 2.22]

 280. There are now DocumentItems->&ProductDBForeignCurrencyUnitCost and DocumentItems->&ProductDBForeignCurrencyIdentifier fields available in the layout designer for FPC files. These fields will lookup these field values from the product database for the item in the product database. These are only available for native product databases. [Build: 2.22]

 281. On the Product Price History window, clicking on the Date column now sorts. [Build: 2.22]

 282. On the Open Document window, you can now search the Company and Contact fields by "Begins with", "Contains" and "Ends with". [Build: 2.22]

 283. On the File Links tab of the Quote WorkBook, you can now multi-select when removing links. [Build: 2.22]

 284. In Select Special can now search number fields UnitCost, UnitPrice, and UnitList with search operator "Equal to", "Not Equal to", "Greater than", "Greater or Equal", "Less than", and "Less or Equal". Also, added text search operators "Not Equal to" and "Ends with" and "Does not Contain". Select Special can now be launched with CTRL-F keyboard shortcut. [Build: 2.22]

 285. Added menu shortcut key CTRL-R for Edit->Item Attributes. [Build: 2.22]

 286. Added menu shortcut key CTRL-T for Edit->Add SubTotal. [Build: 2.22]

 287. In Management Reports you can now use the [Output CSV] button to export the output of the report to a CSV file. This is different than the [Export] button feature in that this [Output CSV] feature takes the output of the Report Layout including the formulas, filtering, sorting, and grouping of sections and then exports that data. [Build: 2.22]

 288. 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. [Build: 2.22]

 289. SugarCRM 7.8 is now supported! [Build: 2.26]

 290. For Product Content Subscribers, the Etilize Product Comparison now supports ASI, Westcoast, Northamber distributors. [Build: 2.26]

 291. Added Misc Access Right "CannotManuallyModifyProductQuery". When this is set, the "Show SQL" option will not appear on the Product Lookup window. [Build: 2.26]


Version 5.2 Build 1 (released November 11, 2016)

 292. ConnectWise 2016.6 is now supported! [Build: 1.28]

 293. ConnectWise 2016.5 is now supported! [Build: 1.28]

 294. QuickBooks USA 2017 is now supported! [Build: 1.28]

 295. QuickBooks Australia 2016 is now supported! [Build: 1.28]

 296. QuickBooks Canada 2017 is now supported! [Build: 1.28]

 297. Peachtree/Sage 50 version 2017 is now supported! [Build: 1.28]

 298. There is now an "Installation Password" feature that can be used to prevent an unauthorized person from updating a QuoteWerks Installation. This is especially useful for preventing remote installations from updating without the permission of their IT administrator. It is also useful for IT administrators and resellers in preventing some random user from updating the network installation of QuoteWerks. Now, before an installation update can begin, if an Installation Password has been set by the administrator, the user will have to supply a valid Installation Password before they will be able to proceed with installing the update. [Build: 1.28]

 299. When a QuoteWerks update was just installed and a workstation runs QuoteWerks for the first time, it will now prevent other workstations from running QuoteWerks while QuoteWerks is upgrading the data to the new Build. [Build: 1.28]

 300. Most data stored in .ini files has been moved into database tables. All of the settings that have been transferred to database tables can be viewed from the new Settings Manager accessible by clicking on the [Settings Manager] button on the System tab of the Help->About menu. The Settings Manager is also available from within the Medic Utility by selecting the Utilities->Settings Manager menu. For complete details please see the help file topic "Appendix: QuoteWerks Version 5.2 INI to Database Changes". [Build: 1.28]

 301. Licensing enforcement no longer uses the .lck file based system. It now uses a Database license metering system. There are some powerful capabilities that come along with this change. Now, if a user is logged into QuoteWerks and locks their machine and leaves for the weekend, users with Master Rights can now revoke their license making it available for other users. When this user comes back they will only have the option to save and close their currently open quotes and exit. The Misc Access right "NonMasterRightsUser_CanRevokeOthersLicenseAllocation" can be granted to non Master Rights users to give them this capability. [Build: 1.28]

 302. Administrators can now force QuoteWerks to terminate. When an IT administrator wants to make sure everyone is out of QuoteWerks (to apply an update for example) they can force the termination of running instances of QuoteWerks. Any unsaved quotes will be saved as recovery documents. It is not ideal to terminate QuoteWerks this way, but if the admin has no other options, then at least they have the ability to terminate the running exe. The Misc Access right "NonMasterRightsUser_CanTerminateOthersRunningInstances" can be granted to non Master Rights users to give them this capability. [Build: 1.28]

 303. From the QuoteWerks Login window holding down SHIFT while clicking OK will launch the Logged In Users window where you can see what other users are logged into QuoteWerks. This window will only appear if have entered the correct password for the username. If you have rights to revoke licenses or terminate running instances you can do that from this window. An extra capability of this feature is that if a user is at this login screen and cannot login because there are not enough licenses, an administrator can walk over to this machine, choose their username, enter their password and get access to the Logged In Users window where they can revoke someone else's license. After closing this window, the login window will re-appear for the regular user to then login normally. [Build: 1.28]

 304. Licensing events are now recorded. Certain events are always recorded like license revokings, forced terminations are now recorded, reaching max Primary license count, reaching max Real-time license count, and reaching max QuoteValet license count. Other events like "[] Record failed login attempts", and "[] Record successful login/logoff (includes duration)" can be turned on/off under the Security tab of the Tools->Options menu. You can display the Event Viewer by clicking on the [Event Viewer] button on the Utilities->LoggedInUsers menu. [Build: 1.28]

 305. When a login fails because there are not enough licenses, the Logged In Users window will automatically be displayed. [Build: 1.28]

 306. If you attempt to login using a UserName that is already logged into QuoteWerks, you will be given the option to revoke the license from the other logged in instance so that you can login. [Build: 1.28]

 307. For Autotask users, when creating or updating an Autotask Quote the QuoteWerks Customer PO# now populates the PurchaseOrderNumber field in the Autotask quote. [Build: 1.28]

 308. For ConnectWise 2016.3 and higher users, QuoteWerks recurring products can now be written to a ConnectWise Opportunity Item as a recurring product (utilizing this newer feature in ConnectWise). This feature is only available in the new ConnectWise REST API. It is not available in the older ConnectWise SOAP API, so you must enable the ConnectWise REST API in QuoteWerks setup to use this new feature. [Build: 1.28]

 309. For ConnectWise 2016.3 and higher users, when the ConnectWise REST API is enabled, there is now an option on the REST API tab of the ConnectWise Setup window to "write QuoteWerks SoldToPONumber 'Cust PO#' to ConnectWise Opportunity". [Build: 1.28]

 310. Bundles can now be searched by Begins with, Contains, and Ends with. The last selection is remembered per user. [Build: 1.28]

 311. Configurations can now be searched by Begins with, Contains, and Ends with. The last selection is remembered per user. [Build: 1.28]

 312. When rehosting to SQL you can now specify an existing Database to rehost to. This is useful so that you do not have to supply a SQL server UserID that has the security rights to create databases. [Build: 1.28]

 313. Added new Misc Access rights CannotModifyFieldValue:DI_CustomDate01, CannotModifyFieldValue:DI_CustomDate02, CannotModifyFieldValue:DI_CustomNumber01, CannotModifyFieldValue:DI_CustomNumber02, CannotModifyFieldValue:DI_CustomNumber03, CannotModifyFieldValue:DI_CustomNumber04, CannotModifyFieldValue:DI_CustomNumber05, CannotModifyFieldValue:DI_CustomMemo01, CannotModifyFieldValue:DI_CustomMemo02, CannotModifyFieldValue:DI_InternalPartNumber [Build: 1.28]

 314. For API users, added the events: BeforeSynchronization(sXMLData, bCancel) AND AfterSynchronization(sXMLData) [Build: 1.28]

 315. For API users, the event BeforeSaveDocument(ByVal iSaveAction As Integer, ByRef bCancel as Boolean) now fires for the AutoSave events with an iSaveAction=4. [Build: 1.28]

 316. For API users, added event AfterSaveDocumentEx(ByVal iSaveAction As Integer, ByVal iResult As Integer, ByVal sXMLData As String). This event provides more information than the existing AfterSaveDocument() event. [Build: 1.28]

 317. The creation of user login names is no longer limited by the 8 character user INI file name generation. You used to receive a message like "The User Name specified cannot be added because it conflicts with the {username}.ini file of JLEWE.INI" [Build: 1.28]

 318. Under the [Addons] section of the siteboot.ini file there is a new AutoRunXUsers= key. Here you can specify a comma delimited list of users that you want the addon for. For example the AutoRun1=notepad.exe and the AutoRun1Users=John Lewe, Brian Laufer [Build: 1.28]

 319. For API users, added a series of methods to read/write/delete settings from the new Settings table since the data has been moved out of ini files into the database. Application.SiteSettingRead (sSectionName as String, sKeyName as String) Application.SiteSettingWrite (sSectionName as String, sKeyName as String, sKeyValue as String) Application.SiteSettingDelete (sSectionName as String, sKeyName as String) Application.SystemSettingRead (sSectionName as String, sKeyName as String) Application.SystemSettingWrite (sSectionName as String, sKeyName as String, sKeyValue as String) Application.SystemSettingDelete (sSectionName as String, sKeyName as String) Application.UserSettingRead (sUserName as String, sSectionName as String, sKeyName as String) Application.UserSettingWrite (sUserName as String, sSectionName as String, sKeyName as String, sKeyValue as String) Application.UserSettingDelete (sUserName as String, sSectionName as String, sKeyName as String, sKeyValue as String) [Build: 1.28]