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Version: 24.0    Build: 2.04    Release Date: 04/17/2024     Type: Fix     View All Features in Build
For Zoho CRM users, if the CreatedBy or ModifiedBy fields were removed from the Zoho CRM Account module, users would receive an error on the Lookup Zoho CRM contact window.
Version: 24.0    Build: 2.04    Release Date: 04/17/2024     Type: Fix     View All Features in Build
When applying a licensing Redemption Code for an Edition Upgrade, License Relinquishment, or License Transfer, the associated Tenant account now will be branded with the new primary license and seed number, eliminating the need to contact Tech Support for a "branding" issue.
Version: 24.0    Build: 2.04    Release Date: 04/17/2024     Type: Fix     View All Features in Build
For Zoho CRM users, doing a product lookup search by Manufacturer caused an error.
Version: 24.0    Build: 2.04    Release Date: 04/17/2024     Type: Fix     View All Features in Build
For Zoho CRM users, the session token would become invalid after an hour of inactivity.
Version: 24.0    Build: 2.04    Release Date: 04/17/2024     Type: Fix     View All Features in Build
For Autotask users, the name field was not being searched when doing a Manufacturer Part Number search on the Product Lookup window. Now both the name field and the Manufacturer Part Number fields are being searched.
Version: 24.0    Build: 2.04    Release Date: 04/17/2024     Type: Fix     View All Features in Build
When double byte characters were encountered in various CRM product data sources would result in error like "Error in RecordsetSetTextValue for field 'Description' Error (-2147217887) Multiple-step operation generated errors. Check each status value.". , Zoho QuickBooks Desktop, QuickBooks Online, salesforce, Peachtree, ConnectWise, Autotask, Kaseya BMS, Amazon Product Content
Version: 24.0    Build: 2.04    Release Date: 04/17/2024     Type: New     View All Features in Build
When searching for contacts, if there is an error, it is no logged in the err.log file. Also the tooltip will be set on the status label enabling you to see more of a longer message.
Version: 24.0    Build: 2.04    Release Date: 04/17/2024     Type: New     View All Features in Build
The DocumentItems Manufacturer field length was increased from 30 to 40 characters.
Version: 24.0    Build: 2.04    Release Date: 04/17/2024     Type: New     View All Features in Build
When editing a product definition, if you change an existing product's Manufacturer Part Number to another Manufacturer Part Number, it will now be checked to see if that newly entered/changed Manufacturer Part Number already exists in another product definition.
Version: 24.0    Build: 1.08    Release Date: 01/19/2024     Type: New     View All Features in Build
Act! For Web 25.2 is now supported!
Version: 24.0    Build: 1.06    Release Date: 01/02/2024     Type: Fix     View All Features in Build
For Zoho CRM users, doing a contact lookup search with the word in parentheses would not return the result.
Version: 24.0    Build: 1.06    Release Date: 01/02/2024     Type: Fix     View All Features in Build
For Zoho CRM users, doing a contact lookup search ending in "\" would cause an error.
Version: 24.0    Build: 1.01    Release Date: 11/30/2023     Type: Fix     View All Features in Build
When using the F2Lookup field through the setup window of Act Desktop, Autotask, Hubspot, MSCRM, Salesforce, SugarCRM, or Zoho: Editing a F2 Lookup field without using a QuoteWerks skin would cause an error. Editing a F2 Lookup field description would cause the error "The Lookup value name already exists in the list." Pressing the Delete button on the F2 Lookup window would close the window. Updating an existing field description would not update the value in the database.
Version: 24.0    Build: 1.01    Release Date: 11/30/2023     Type: Fix     View All Features in Build
For Autotask users, text over 50 characters was being truncated when saving the Autotask Product Name.
Version: 24.0    Build: 1.01    Release Date: 11/30/2023     Type: Fix     View All Features in Build
For Autotask users, when searching for a contact, the sold/ship/bill will only populate with the company address despite the contact having a different address.
Version: 24.0    Build: 1.01    Release Date: 11/30/2023     Type: Fix     View All Features in Build
For ConnectWise PSA users, QuoteWerks was not updating existing ConnectWise Activities. A new Activity would be created each time.
Version: 24.0    Build: 1.01    Release Date: 11/30/2023     Type: Fix     View All Features in Build
For Maximizer Desktop users, when doing a search on the Contact Lookup window no columns would be displayed. This issue was introduced in v23 Build 5.00.
Version: 24.0    Build: 1.01    Release Date: 11/30/2023     Type: Fix     View All Features in Build
The "QuoteWerks Web Multi-Factor Authentication method" options did not list the recently added "Authenticator" and "DUO".
Version: 24.0    Build: 1.01    Release Date: 11/30/2023     Type: New     View All Features in Build
The USA Sales Tax Rate Lookup in the Real-Time module has been improved. Now the the feature will verify the address against the USPS database, and refine the Postal Code to be a Zip+4 postal code (taking into account the street number and name). With this pinpointed Zip+4 Postal Code the Sales Tax Rates for that specific Zip+4 location will be retrieved. On the Sales Tax tab of the Real-time Setup window there is the option "Base Sales Tax on the Address From" to choose which address controls the sales tax rate. The standard is for the Ship To address to determine the tax rate locality. On the Misc.General(more) tab of the Users Preferences window there is a "Sales Tax Lookup Mode" option with the choices of "Manual", "Auto Verify USA Address and Retrieve Sales tax info on Address selection", and "Display Realtime USA Sales Tax Lookup window on Address selection". You can also click on the "Lookup tax rate" button next to the Tax Rate field on the Sale Info tab of the Quote Workbook, this will display a window that will let you choose to use the address verification and see the details of the Tax Information for the Zip+4 Postal Code. When a realtime Sales Tax is applied to the document, it is logged in the document transaction log. The Realtime Module and current UMP is required for this feature.

See a screenshot of this feature
Version: 24.0    Build: 1.01    Release Date: 11/30/2023     Type: New     View All Features in Build
USA Address verification is now supported. On the SoldTo/ShipTo tab of the Quote WorkBook there is now a button to verify and standardize the address using the US Postal Service database. On the Sales Tax tab of the Real-time Setup window there is the option "Show/Display USA address verification icon" to hide this feature if not wanted. The option is useful if you live in a country besides the USA like Canada. You may still ship and do business with customers in the USA, you can use this option to benefit from USA address verification even though your company is not located in the USA. On the Misc.General(more) tab of the Users Preferences window there is a "Address Verification Mode" option with the choices of "Manual" and "Auto Verify USA Address on Address selection". When an address is verified, it is logged in the document transaction log. The Realtime Module and current UMP is required for this feature.
Version: 24.0    Build: 1.01    Release Date: 11/30/2023     Type: New     View All Features in Build
Act! For Web 25.100 is now supported!
Version: 23.0    Build: 5.13    Release Date: 09/05/2023     Type: Fix     View All Features in Build
For Autotask users, when selecting a contact with multiple locations from the Lookup Autotask contact window, inactive company locations were being shown.
Version: 23.0    Build: 5.10    Release Date: 08/23/2023     Type: Misc     View All Features in Build
For QuoteValet and Act Desktop users, when opening a quote that was uploaded to QuoteValet, if the GrandTotal of the document was different in the database than QuoteValet (because the customer changed options), this would trigger an update of the Act! Opportunity if one exists. Now, if there was no SoldToOpportunityRecIID then initializing the Act! integration is skipped resulting in a time savings.
Version: 23.0    Build: 5.09    Release Date: 08/11/2023     Type: Fix     View All Features in Build
By design a new quote starts with a blank item, since there must be at least one item on the quote. A flag is set so that the next item added will replace it. This behavior was not happening when deleting the last item in the quote which actually just clears it and sets a flag is set so that the next item added will replace it.
Version: 23.0    Build: 5.08    Release Date: 08/04/2023     Type: Fix     View All Features in Build
For Zoho CRM users, all of the contacts were not being returned for a company when performing a Lookup search.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: Fix     View All Features in Build
For Autotask users, when creating a new contact, if the country field was populated in QuoteWerks, it was being ignored and the default country for the Autotask instance was being used. It will now use the value in the country field that was populated in QuoteWerks. The country in QuoteWerks must match exactly to the country in Autotask. If no match is found, the default country for the Autotask instance will be used.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: Fix     View All Features in Build
For Hubspot users, when selecting to link to an existing deal, the existing contacts for the existing deal prior to the link were being removed.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: Fix     View All Features in Build
For Act for Web users, the contact's business address was not being used before selecting an account address.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: Fix     View All Features in Build
For ACT! for Web users, if a quote was uploaded to QuoteValet and a customer accepted the quote and chose to convert the Quote to an Order and there was no existing opportunity for this quote and the Opportunity Completion Mode was set to NeverComplete, the Opportunity window was being displayed and should not have been displayed.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: Fix     View All Features in Build
For ACT! Desktop users, if a quote was uploaded to QuoteValet and a customer accepted the quote and chose to convert the Quote to an Order and there was no existing opportunity for this quote and the Opportunity Completion Mode was set to NeverComplete, the Opportunity window was being displayed and should not have been displayed.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: Misc     View All Features in Build
The Contact Lookup window size width and height was increased.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: Misc     View All Features in Build
Renamed "QuickBooks Interactive Link" to "QuickBooks Desktop Integration". The old name was a hold-over from when there was an "Import/Export (iif)" and "Interactive" integration. "Import/Export (iif)" support was removed in v4.9 build 10.14.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: New     View All Features in Build
For Maximizer Desktop users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: New     View All Features in Build
For Peachtree users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: New     View All Features in Build
For QuickBooks Desktop and QuickBooks Online users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: New     View All Features in Build
For Outlook users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: New     View All Features in Build
For Act! Desktop users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: New     View All Features in Build
For GoldMine users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: New     View All Features in Build
The "Clear contact" toolbar button on the SoldTo/ShipTo tab is now a split button and supports the options of "Clear Contact Fields and Links to CRM" which is the default original behavior, and also the new option of "Clear Links to CRM only". This is very useful for customers that have switched to a different CRM. With this new feature, they can open the quote, choose the "Clear Links to CRM only" option, and then click on the "Create New Company in Contact Manager" button to create a new company in their new CRM using the company/contact data that is in the quote, and then when saving the quote, you will have the options to create an Opportunity\Deal, create follow up actions, and whatever other features their new CRM integration supports.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: New     View All Features in Build
For Autotask users, when Autotask is set as the Secondary CRM, on the Export Document to Autotask window, when clicking on the [Select Existing] button, the Select Autotask Contact window will appear and a query for the SoldToContact name from the quote will be automatically run.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: New     View All Features in Build
For Autotask users, Opportunities can now be created that are attached to an Account vs a Contact.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: New     View All Features in Build
The Select Email Address window has been re-designed. The "Manual Recipient" list no longer has the empty Reference column. You can now select multiple contact/email addresses from the CRM search results grid to add to the TO/CC/BCC. Any columns widths customized in the Select Email Address window are now remembered per user. You can now sort the grid columns by clicking on the column headings.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: New     View All Features in Build
For QuickBooks Desktop Users, if you use QuickBooks as your Contact Manager, there is now a DataLink field for TaxRate. With this you can setup the DataLink to pull the Tax Rate setup in QuickBooks for the selected QuickBooks customer into the TaxRate field on the Sale Info tab of the Quote WorkBook. Also when searching for a QuickBooks contact, the search results will now contain a Tax Item column displaying the Tax Item for the QuickBooks Customer.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: New     View All Features in Build
When on the Purchase orders tab of the Purchasing window, when you choose "Email PO", any contacts that you set with the option to include them in a PO email will be in the TO or CC list respectively, and if you click on the address book, you will see a "This Vendor" e-mail list that you can use to see a list of all emails addresses for all contacts at the vendor that the PO is for.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: New     View All Features in Build
When printing a Purchase order layout and choosing the option to "Create a PO for each vendor", and choosing to email that PO, when the send email window is displayed, any contacts that you set with the option to include them in a PO email will be in the TO or CC list respectively, and if you click on the address book, you will see a "This Vendor" e-mail list that you can use to see a list of all emails addresses for all contacts at the vendor that the PO is for.
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: New     View All Features in Build
Multiple contacts for Vendors! On the Vendors window you can search for a company or contact. You can indicate which contact is the primary contact for the vendor. You can choose options to automatically include this contacts email address as a TO or CC when "Emailing a PO to the vendor" or in a "Vendor RFQ notification". There is an F2Lookup for the Role and Reference fields. Role is a great field to store something like "Billing", "Support", "Sales"," Marketing", etc. When using the "Create PO for each vendor" option from the Print window, the Primary contact for the vendor will be used. Also when exporting a PO to QuickBooks Online the primary contact email address will be used. Support for Vendor with multiple contacts was added in the Data Manager, and Vendor Import Wizard. You can send an email to a vendor contact on the Contacts tab of the Edit Vendor window. The Select Email Address window supports the multiple vendor contacts under the "QuoteWerks Vendors" and "Document" list where it will show all email addresses for contacts for any vendors that have items on the currently open document. There are now two tables that are used to store Vendor information, the Vendors table and the VendorContacts tables. If you created management reports on Vendors and referenced any of the changed fields in either the report filter or the FPC layout designer, you will need to manually make modify these to accommodate the new changes. The following fields were "moved"/renamed from the Vendors table into the VendorContacts table: "[Vendors.SalesRep] to [VendorContacts.ContactName]", "[Vendors.Mobile] to [VendorContacts.PhoneMobile]", "[Vendors.Email] to [VendorContacts.Email]". This feature is included in the Professional and Corporate Editions of QuoteWerks. Until v23 build 5.00, a Vendor only had one record with combined information for the company and a single contact. To get around this limitation, some customers created duplicate records for vendors with the only difference being the contact name and email/phone number. If you are one of the customers that did this, please contact technical support for assistance on how to merge these records.
Version: 23.0    Build: 4.06    Release Date: 06/09/2023     Type: Fix     View All Features in Build
For HubSpot CRM users, child companies with no contacts were not being displayed on the Lookup window.
Version: 23.0    Build: 4.06    Release Date: 06/09/2023     Type: Misc     View All Features in Build
Version checking for the GoogleContacts integration has been disabled.
Version: 23.0    Build: 4.06    Release Date: 06/09/2023     Type: New     View All Features in Build
Act! for web v25.0 is now supported!
Version: 23.0    Build: 4.06    Release Date: 06/09/2023     Type: New     View All Features in Build
Act! v25 is now supported!
Version: 23.0    Build: 2.09    Release Date: 04/13/2023     Type: Fix     View All Features in Build
Addressed an issue with the Date/Time format for users with a Microsoft SQL 2019 and newer backend when integrating with ConnectWise PSA (formerly Manage), Kaseya BMS, Act! for Web, and QuickBooks Online.
Version: 23.0    Build: 2.01    Release Date: 03/03/2023     Type: New     View All Features in Build
The Configurations window has been redesigned. You can now see the Selection Container Items for each Configuration as you select it. Also you can now search for a Selection Container Item Manufacturer Part Number making it much easier to find items you are looking for.
Version: 23.0    Build: 2.09    Release Date: 04/13/2023     Type: Fix     View All Features in Build
On the Product Lookup window if you right clicked on a product and chose 'Show product price history' or 'Show product price history for customer' or from the Quote Workbook, Tools ->Find Quoted Item actions would receive a SQL error.
Version: 23.0    Build: 2.09    Release Date: 04/13/2023     Type: Fix     View All Features in Build
For salesforce.com users, when using Data Link to pull text from salesforce.com that was larger than 255 characters into a QuoteWerks CustomMemoXX field, the text would be truncated to 255 characters.
Version: 23.0    Build: 2.09    Release Date: 04/13/2023     Type: Fix     View All Features in Build
For salesforce.com users, multiple-line addresses in salesforce.com were not appearing in the Contact Lookup search in the Address2 and Address3 fields. This also caused extra blank lines when printing these fields.
Version: 23.0    Build: 2.09    Release Date: 04/13/2023     Type: Fix     View All Features in Build
For ZohoCRM users, when creating a new contact in ZohoCRM, the contact was not showing in the Contact Lookup search until the next day.
Version: 23.0    Build: 2.09    Release Date: 04/13/2023     Type: Fix     View All Features in Build
For Act for Web users, the Estimated Close Date was being set to the current date the Opportunity was closed.
Version: 23.0    Build: 2.09    Release Date: 04/13/2023     Type: Fix     View All Features in Build
For Act for Web users, the Estimated Close Date was being decreased by one day after every additional save.
Version: 23.0    Build: 2.09    Release Date: 04/13/2023     Type: Misc     View All Features in Build
For Act for Web users, the Actual Close Date field has been disabled. The Actual Close Date will be set to the current close date by Act for Web regardless what is sent through the API.
Version: 23.0    Build: 1.09    Release Date: 12/16/2022     Type: Misc     View All Features in Build
If you attempt to select file larger than 150K for Sales Rep Picture, Sales Rep Electronic Signature, CompanyLogo, CompanyPicture1, or CompanyPicture2 will receive a message alerting you that you need to reduce the file size before you can use it for performance reasons. You can significantly speed up the creation of print output and QuoteValet uploads by not using unnecessarily large images. Often images native size can be 10 inches wide which gets resized visually by the software to only 2 inches wide on the screen, but the file data itself is for 10 inches. The solution is to resize the file to be closer to the actual size you want and then use that which will increase your performance.
Version: 23.0    Build: 2.05    Release Date: 03/21/2023     Type: Fix     View All Features in Build
On the GetSaveFile window, if Append Subfolder feature was not activated and you chose a file directly with the windows file selection dialog button, then the folder path combobox value would not be changed on the GetSaveFile window.
Version: 23.0    Build: 2.02    Release Date: 03/08/2023     Type: Fix     View All Features in Build
For MS CRM users, creating a new Order and saving would not populate the Actual Revenue or Estimated Revenue fields on the opportunity.
Version: 23.0    Build: 2.01    Release Date: 03/03/2023     Type: Fix     View All Features in Build
For MS CRM users, if a custom OptionSetValueCollection field was used for datalinking a contact or an account, the field in QuoteWerks was not being updated.
Version: 23.0    Build: 2.01    Release Date: 03/03/2023     Type: Fix     View All Features in Build
For SugarCRM users, the Phone search on the Contact Lookup was not bringing back search results if the phone number did not match up perfectly.
Version: 23.0    Build: 2.01    Release Date: 03/03/2023     Type: Fix     View All Features in Build
For Autotask users, the Labor search was showing inactive items.
Version: 23.0    Build: 2.01    Release Date: 03/03/2023     Type: Fix     View All Features in Build
When creating a new document from a template, the template's transaction log was being copied into the new document.
Version: 23.0    Build: 2.01    Release Date: 03/03/2023     Type: Fix     View All Features in Build
For Act for Web users, the PostalCode was not being displayed on the lookup window for online users.
Version: 23.0    Build: 2.01    Release Date: 03/03/2023     Type: New     View All Features in Build
For QuoteWerks Contact database users, you can now search for a QuoteWerks Contact Database contact by the CustomText01 and CustomText02 fields.
Version: 23.0    Build: 2.01    Release Date: 03/03/2023     Type: New     View All Features in Build
For ConnectWise and Autotask users, now that there are two CRMs supported for the Secondary CRM feature, the Tools->Export to ConnectWise menu has been renamed to Tools->Export to Secondary CRM. Also the setup for this Secondary CRM feature is now located on the Contacts->Setup Contact Manager window.
Version: 23.0    Build: 2.01    Release Date: 03/03/2023     Type: New     View All Features in Build
For Autotask users, Autotask can now be used as a Secondary CRM. The Secondary CRM feature makes it possible for you to use your Primary CRM to create quotes and do all the back and forth, and then when the Quote becomes an Order, then you can use the Secondary CRM feature to integrate the Order including creating the customer, opportunity, products, etc in the Secondary Contact Manager. The benefit is that you can fill one CRM system with all quotes, leads, and products that you may never sell, and then only push orders, actual customers, actual products you have sold into the Secondary CRM system. The Secondary CRM can be selected on the Contacts->Setup Contact Manager window. There is a setup option of "Display Secondary CRM Export Window on each Save" which, if checked, will automatically pop up this export window after conversion to an Order, and after each save. You can access this feature using the Tools->Export to Secondary CRM menu.
Version: 23.0    Build: 2.01    Release Date: 03/03/2023     Type: New     View All Features in Build
Added LineNumber and LineNumberActual fields to the DocumentItems database table. Previously they were only in-memory macros and not available in Reports or for QuickBooks exports. These fields will be empty for any existing documents, but will be populated when you open and re-save the document.
Version: 23.0    Build: 2.01    Release Date: 03/03/2023     Type: New     View All Features in Build
The Bundles window has been redesigned. You can now see the Bundle Items for each Bundle as you select it. Also you can now search for a Bundle Item Manufacturer Part Number making it much easier to find items you are looking for. There is also a right click "Copy Part Number" menu on the Bundle Items list.
Version: 23.0    Build: 2.01    Release Date: 03/03/2023     Type: New     View All Features in Build
Act! for web v24.1 is now supported!
Version: 23.0    Build: 1.14    Release Date: 01/10/2023     Type: Fix     View All Features in Build
When the option to Preserve Quote (or Order) when converting to Order was not set, the DTF file for the quote/order should have been deleted but it was not. Also when running the Merge Document Transport Files process and QuoteWerks was first installed before v23 build 1.14 and either of these options are not set, you will be warned that "it will errantly add these DTF documents of (not preserved quotes) into your database which is not what you would want" and to contact technical support on how to proceed.
Version: 23.0    Build: 1.06    Release Date: 12/06/2022     Type: New     View All Features in Build
The Active Quotes panel indicator is now red if the quote is expired, and the currently open quote is indicated with a cyan color background.
Version: 23.0    Build: 1.04    Release Date: 12/01/2022     Type: Fix     View All Features in Build
Fresh installations of v23 were missing the CreatedOn fields in the QWContacts and Vendors tables.
Version: 23.0    Build: 1.03    Release Date: 11/28/2022     Type: Fix     View All Features in Build
For Act for Web users, the link to the Act Opportunity on the QuoteWerks Links tab was redirecting some users to the Act for Web home screen instead of the Opportunity in Act.
Version: 23.0    Build: 1.03    Release Date: 11/28/2022     Type: Fix     View All Features in Build
For ConnectWise Manage users, when exporting a QuoteWerks Purchase Order to ConnectWise Manage with a PO number longer than 11 characters, a warning would appear saying that it is too long for ConnectWise Manage.
Version: 23.0    Build: 1.03    Release Date: 11/28/2022     Type: Fix     View All Features in Build
For Act for Web users, product names over 256 characters in length were causing an error.
Version: 23.0    Build: 1.03    Release Date: 11/28/2022     Type: Fix     View All Features in Build
For Act for Web users, PostalCode was not being displayed on the lookup window.
Version: 23.0    Build: 1.03    Release Date: 11/28/2022     Type: Fix     View All Features in Build
With QuoteWerks as your contact manager, under Contacts->Setup Contact Manager, if you clicked the [Export Contacts] button, then clicked Cancel, it would continue anyway.
Version: 23.0    Build: 1.03    Release Date: 11/28/2022     Type: Fix     View All Features in Build
When exporting a native product database in the tab delimited format, the quote character was not getting doubled up, so if you opened it up in Excel the data would appear in the wrong columns for rows affected by this.
Version: 23.0    Build: 1.03    Release Date: 11/28/2022     Type: Misc     View All Features in Build
The QuoteWerks Contact Database contact record now requires that you enter a Company name.
Version: 23.0    Build: 1.03    Release Date: 11/28/2022     Type: Misc     View All Features in Build
The Report definition .rcf files have been moved into a Reports table (stored in the REPORTS.MDB database if access backend). This was a necessary step for reports to be accessible in QuoteWerks Web. Since the RCF file data is now in a database, you cannot simply attach an RCF file to send to QuoteWerks technical support, or to receive reports from technical support. To address this, there are now right click menus in the Reports list of "Import Report from DataSet File..." and "Export Report from DataSet File...". You can also set Misc Access rights for these actions of "CannotImportReportsDefinition" and "CannotExportReportsDefinition". The command line /r option for running a report will now accept the RecGUID for the Report instead of the old RCF file name, for example, "/r E39B8128AA9D46999385FAB16C4FF598.rcf,1". You can obtain this using the [Generate Command Line Option] button on the General tab of the Edit Report window. For Remote users, when synchronizing there is now a Reports Data Group option in addition to the Reports File Group, both will need to be selected to rollout the complete report data (database record and fpc file) to a remote.
Version: 23.0    Build: 1.03    Release Date: 11/28/2022     Type: New     View All Features in Build
Various backups (like when importing products, etc) are now stored in the \QuoteWerks\Backups folder. Each day a backup is made a new folder will be created in the \Backups folder like "2022-09-25", and then any backup files created that day will be stored in that folder. The file name will contain the data type and the time in UTC 24 hour format. For a SQL backend, the backup feature for contact and vendors import now stores the backup data in the \Backups folder as (described above ) which is in a different location and format that previously used. If is the Access backend, the backup is saved as contacts.b01, vendors.b01, etc.
Version: 23.0    Build: 1.03    Release Date: 11/28/2022     Type: New     View All Features in Build
On the Purchase orders tab of the Purchasing window, there is a new right click menu "E-mail PO status to customer(s)...". You can use this to email status information to your customers about the items ordered for them on the Purchase Order. The HTML template and email can be fully customized and including tracking and serial numbers. On the E-Mail Template Manager window, there is a new button [Edit SYS_PurchasingCustomerOrderStatus HTML]. Additionally on the Templates tab, under the owner of (System) there is a new email template of "SYS_EmailPurchasingCustomerOrderStatus". Since your Purchase Orders can contain items from different customers, this feature will send each of those customers status updates on only their items on the Purchase order related to them. There is also a grid toolbar button for this action in addition to the right click menu.
Version: 23.0    Build: 1.03    Release Date: 11/28/2022     Type: New     View All Features in Build
Data Manager for Advanced Import, Export, and Mass updating under the Utilities->Data Manager menu. You can now Import/Export Bundles, Configurations, Required Items, Optional Items, Substitute Items (BCROS). You can also Import/Export Contacts and Vendors. This new advanced Export will save the DataSet in a CSV file format with the column headings. This enables you to easily open up this file in excel and make changes. Then you reverse the process and Import this file. No mapping is required. The option to backup your data before the Import is available (and highly recommended). This is an advanced feature that you must be very careful with. In addition exporting data, changing it in Excel, and then importing the changes, you can also just export out a formatted CSV file that only has the column headings in it so that you can enter new data to import. You can do this with Bundles, Configurations, Required Items, Optional Items, and Substitute Items. Import and Export activities are recorded in the Event Log for audit trail tracking. The use of the Data Manager is restricted to users with MasterRights and also the Misc Access Rights of "NonMasterRightsUser_CanExportFromDataManager", and "NonMasterRightsUser_CanImportFromDataManager". All the BCROS entities now have RecGUID, CreatedOn, and LastModifiedOn fields making it easy to see which records were recently imported in case you made a mistake when importing new records you know which records you would need to delete to undo your error.
Version: 23.0    Build: 1.03    Release Date: 11/28/2022     Type: New     View All Features in Build
QuoteWerks Web now has a Setup->CRM Integrations area and the ability to completely setup the ConnectWise integration from within QuoteWerks Web. Also there is a Setup->Users area which has a full implementation of the user maintenance; you can add, edit and delete users, complete with all the security settings. QuoteWerks Web now has support for multifactor authentication including support for top Authenticator Apps (Google, Microsoft, etc.) and also Duo Push verification via the Duo Mobile App. QuoteWerks Web can also now run Reports with the Export option.
Version: 5.7    Build: 4.11    Release Date: 09/21/2022     Type: Fix     View All Features in Build
For Autotask users, saving Opportunities with a Contact or Company id value of 0 was not saving the value on the Opportunity.
Version: 5.7    Build: 4.11    Release Date: 09/21/2022     Type: Fix     View All Features in Build
qwACTForWeb2021Int.dll interface version mismatch error.
Version: 5.7    Build: 4.11    Release Date: 09/21/2022     Type: Fix     View All Features in Build
For Act! users, any linked resources under the Links tab were being added to the Opportunity when saved.
Version: 5.7    Build: 4.11    Release Date: 09/21/2022     Type: Fix     View All Features in Build
For Act! for Web users, any linked resources under the Links tab were being added to the Opportunity when saved.
Version: 5.7    Build: 4    Release Date: 07/22/2022     Type: Fix     View All Features in Build
For Act! for Web users, when searching for a full name on the Contact Lookup window with the Name option, no results would be displayed.
Version: 5.7    Build: 4    Release Date: 07/22/2022     Type: Fix     View All Features in Build
For Act! for Web users, if you linked a contact to the quote and then converted the quote to an order would receive the error "The Act! for Web opportunity record in the SoldToCMOpportunityRecID field is blank. Document link record could not be created."
Version: 5.7    Build: 4    Release Date: 07/22/2022     Type: Fix     View All Features in Build
The Tools->Export to Excel feature would strip leading zeroes from a field like the ManufacturerPartNumber. We made a change to format all the cells as Text instead of General to prevent this from happening.
Version: 5.7    Build: 4    Release Date: 07/22/2022     Type: New     View All Features in Build
For Act! for Web users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing sales opportunity, prompt to create a won opportunity."
Version: 5.7    Build: 4    Release Date: 07/22/2022     Type: New     View All Features in Build
For Act! for Web users, a new setting was added to the Setup Window for Opportunities. When checked, "Do not remove existing Companies and Contacts from Opportunities" will not remove any existing Companies or Contacts from the Opportunity. The SoldTo Contact will be added to the Opportunity as an additional Contact.
Version: 5.7    Build: 3.16    Release Date: 06/22/2022     Type: Fix     View All Features in Build
Under Purchasing tab of Tools->Options if setup poiCustomText field to use macros &DI_Manufacturer and &DI_ManufacturerPartNumber, when this evaluates on the SYS HTML PO and you create the PDF or Email it didn't evaluate the macro for the part number and instead puts the manufacturer name and then ManufacturerPartNumber after the name.
Version: 5.7    Build: 3.16    Release Date: 06/22/2022     Type: Fix     View All Features in Build
For Autotask users, creating new Opportunities the default status was being set to "Not Ready To Buy", now it is set to "Active".
Version: 5.7    Build: 3.16    Release Date: 06/22/2022     Type: New     View All Features in Build
For QuickBooks Desktop users, you can now select a SoldToCompany from QuickBooks that includes a companyname:job and the JobName option on the Transaction.QuickBooks tab of the QuickBooks setup will then create a "subjob".
Version: 5.7    Build: 3.16    Release Date: 06/22/2022     Type: New     View All Features in Build
Completely redesigned Act! for Web integration. It no longer requires that you are self-hosted or the additional installation on your IIS server. QuoteWerks can now integrate directly with all versions of Act! that can be accessed through a browser. The integration with Act! for Web includes the ability to search for contacts, create/update Opportunities, create/update activities, and upload quote attachments to Act! for Web. DataLink is supported for Contacts, Companies, Opportunities and Opportunity Products. In the setup window for Act! for Web, the activities priority, ring alarm, duration, and details can have default settings. Attachments and activities can either be saved under the contact or opportunity. If a contact does not have an address, the company address location can be used. Additionally you can attach files to Act! for Web from the PDF Preview window, the Links tab, and the Print window. There is a button on the SoldTo/ShipTo tab to display the contact in Act! for Web, and also links on the links tab that you can click to view the SoldToContact, ShipToContact, BillToContact, and Opportunity in Act! for Web. Additionally, emails sent from QuoteWerks are logged in Act! for Web notes tab. Act! versions 21 and higher are supported with this new integration. The Corporate Edition of QuoteWerks is required to integrate with Act! for Web.
Version: 5.2    Build: 6.07    Release Date: 05/30/2017     Type: Misc     View All Features in Build
NewEgg consumer pricing source is no longer supported. NewEgg actively restricted us from accessing their data.
Version: 5.2    Build: 6.07    Release Date: 05/30/2017     Type: Misc     View All Features in Build
Provantage consumer pricing source is no longer supported. Provantage actively restricted us from accessing their data.
Version: 5.7    Build: 2.39    Release Date: 04/06/2022     Type: Fix     View All Features in Build
When performing a "New from Template" action and the template is currently in use, you will no longer receive a "Open in ReadOnly mode" message, since the operation is just copying the data and putting it into the new document.
Version: 5.7    Build: 2.36    Release Date: 03/25/2022     Type: Fix     View All Features in Build
If a user did not have MasterRights user and had the Access Right of "CannotModifyTemplates" set, and the user was doing a "New From Template" action and there was an auto recover document for this template from another user that did have the ability to modify templates, then when doing the "New From Template" action the user would receive an error like "QuoteWerks found a AutoRecover document for the document...However you do not have rights to MODIFY this TEMPLATE, so the AutoRecover document cannot be recovered by you.", and the user would not be able to complete the "New From Template" action.
Version: 5.7    Build: 2.36    Release Date: 03/25/2022     Type: Fix     View All Features in Build
For Zoho CRM users, clearing a user's credentials and attempting to do a Contact search will display an error.
Version: 5.7    Build: 2.36    Release Date: 03/25/2022     Type: Fix     View All Features in Build
For HubSpot CRM users, clearing a user's credentials and attempting to do a Contact search will display an error.
Version: 5.7    Build: 2.36    Release Date: 03/25/2022     Type: Fix     View All Features in Build
For HubSpot CRM users, API requests would timeout after an hour of inactivity.
Version: 5.7    Build: 2.36    Release Date: 03/25/2022     Type: Fix     View All Features in Build
On the Ordered Items tab of the Purchasing window, searching for a serial number would only find a single exact match even though it was supposed to be a Begins With type of search. It is now a Contains search and is working.
Version: 5.7    Build: 2.36    Release Date: 03/25/2022     Type: Fix     View All Features in Build
For Autotask users, more than 500 characters could be added to the Close Description when closing an Autotask opportunity.
Version: 5.7    Build: 2.36    Release Date: 03/25/2022     Type: New     View All Features in Build
For Autotask users, there is now a Contains and Begins with search option on the Lookup contact window.
Version: 5.7    Build: 2.22    Release Date: 03/03/2022     Type: New     View All Features in Build
For SugarCRM users, you can now create a new SugarCRM Account and Contact record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the Contact field cannot already be populated with a contact that was retrieved from SugarCRM. Also, the Company, and Contact must be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature.
Version: 5.7    Build: 2.14    Release Date: 02/23/2022     Type: Fix     View All Features in Build
For SugarCRM users, some API connections were not reconnecting after a long period of inactivity.
Version: 5.7    Build: 2.14    Release Date: 02/23/2022     Type: Fix     View All Features in Build
For Zoho CRM users, SoldTo and ShipTo Datalinking was not working for contacts that did not have a company associated with them.
Version: 5.7    Build: 2.14    Release Date: 02/23/2022     Type: Fix     View All Features in Build
For HubSpot CRM users, SoldTo and ShipTo Datalinking was not working for contacts that did not have a company associated with them.
Version: 5.7    Build: 2.14    Release Date: 02/23/2022     Type: Fix     View All Features in Build
For Autotask users, the Quote Name field on the Create/Update window was allowing more than 100 characters.
Version: 5.7    Build: 2.14    Release Date: 02/23/2022     Type: New     View All Features in Build
When one or more line items are selected in the Quote WorkBook and you press the down or up arrow key, these selections will be cleared. Also on the Edit->Line Attributes window, pressing ENTER while on any field will perform the same action as clicking on the OK button.
Version: 5.7    Build: 2.14    Release Date: 02/23/2022     Type: New     View All Features in Build
You can now enter an ItemType for a Section Header type line item. This gives you more control over not including this type of line item when calculating Deposit Required summing. It is not recommended to use this to Include the Section Header total, but rather to disclude it from the summing action.
Version: 5.7    Build: 2.11    Release Date: 02/11/2022     Type: Fix     View All Features in Build
For Google Contact users, the fax extension was not being shown in the Contact Lookup grid after completing a search.
Version: 5.7    Build: 2.11    Release Date: 02/11/2022     Type: Fix     View All Features in Build
For Google Contacts users, Google discontinued support for the Google Contacts API, the integration needed to be rewritten to use their new People API. The new People API only allows 30 search results to be returned unlike the previous API.
Version: 5.7    Build: 2.11    Release Date: 02/11/2022     Type: Fix     View All Features in Build
For Google Contacts users, Google changed their API requiring changes for the integration to continue to work.
Version: 5.7    Build: 2.11    Release Date: 02/11/2022     Type: Fix     View All Features in Build
For ConnectWise Manage users, while searching for a ConnectWise Manage company/contact in QuoteWerks, if a ConnectWise Manage company was deleted and was not removed from the ConnectWise Manage 'Recycle Bin', the company would still be retuned in the search results.
Version: 5.7    Build: 2.11    Release Date: 02/11/2022     Type: Fix     View All Features in Build
For Autotask users, the Opportunity name field on the Create/Update Opportunity window was being shortened to 100 characters instead of the 128 characters that Autotask allows.
Version: 5.7    Build: 2.11    Release Date: 02/11/2022     Type: Fix     View All Features in Build
For Autotask users, when creating a service item with a description over 400 characters, the item would not be added. Descriptions over 400 characters will now be saved under the Invoice Description field for the first 1000 characters.
Version: 5.7    Build: 2.11    Release Date: 02/11/2022     Type: Fix     View All Features in Build
When the real-time module was activated, and when using Refresh with Latest pricing on a line item that had vendor that did not exist, the UnitCost would be set to 0.
Version: 5.7    Build: 2.11    Release Date: 02/11/2022     Type: Fix     View All Features in Build
For VendorRFQ users, it was allowing you to create an RFQ item for an item that did not have a ManufacturerPartNumber.
Version: 5.7    Build: 2.11    Release Date: 02/11/2022     Type: Misc     View All Features in Build
Activated beta testing support for GoldMine 2022.1
Version: 5.7    Build: 2.11    Release Date: 02/11/2022     Type: New     View All Features in Build
Expansion of PrintTime macros. When printing from a layout or a word document, you can use macros like &DH_SoldToCompany in the IntroductionNotes, ClosingNotes, PurchasingNotes, InternalNotes, and DynamicNotes fields that will be replaced with their actual values in the print output only. Now you can also use the PrintTime macros in the CustomText01-CustomText28 and CustomMemo01-CustomMemo04 fields.
Version: 5.7    Build: 2.11    Release Date: 02/11/2022     Type: New     View All Features in Build
On the Print Preview window, if the user requires approval to "SavePDF", then when selecting the "Attach to CRM" action, this approval will be required before you can perform the "Attach to CRM" action.
Version: 5.7    Build: 2.11    Release Date: 02/11/2022     Type: New     View All Features in Build
AutoRecover has replaced AutoSave. AutoRecover and AutoSave are both ways to prevent loss of your in-progress work due to a variety of reasons including power loss, computer lock ups, network disconnect, SQL server timing out, etc. AutoSave permanently saves any changes you make to your document as you are making the changes. The downside of this is that you can't open up a document and just make some "hypothetical" or "what-if" to see what it looks like because the AutoSave just made those changes permanent. Also, often we want to open up an existing document, make changes and then just save those changes as a new document, but you can't do that with AutoSave either because it just made those changes permanent to the original existing document. AutoRecover is a superior solution. It just quietly saves a temporary backup of your in-progress work. If you choose not to save the changes, or just close the document, it discards those changes. If QuoteWerks quit unexpectedly for the above reasons, then when you re-launch QuoteWerks it will ask you if you want to recover the in-progress changes. Additionally, AutoRecover has been implemented when the feature to "Terminate Running Instance" is used. Previously it would save copies of all quotes that were open on the terminated instance. Now it just creates AutoRecover documents for them all. If AutoRecover sounds amazing, its because it is! Microsoft Word Desktop has had an AutoRecover feature for decades. For Developers, the addition of AutoRecover will require some changes. The AutoRecover document is stored in the DocumentHeaders and DocumentItems tables just like a regular document, however there is a new DocumentHeaders.IsAutoRecoverDocForDocRecGUID field. If this field is populated then this is an AutoRecover document. If querying the database you will want to make sure that you filter these documents out with IsAutoRecoverDocForDocRecGUID=''. In fact, when looking for documents you will aready want to apply the filter of TemplateType=0 AND Superceeded=0 AND IsAutoRecoverDocForDocRecGUID='' so that the query excludes templates, superseded documents and AutoRecover documents. We also renamed UserSettings KeyName='EnableAutoSave' to KeyName='AutoRecoverEnabled' and UserSettings KeyName='AutoSaveInterval' to KeyName='AutoRecoverInterval'.Also, since an AutoRecover can replace the previously saved document, changing the DocumentHeaders.ID value, it is recommended to query a specific document based on the DocumentHeaders.RecGUID.
Version: 5.7    Build: 1.08    Release Date: 12/23/2021     Type: New     View All Features in Build
The Online Ordering grid for Tech Data, Ingram Micro, SYNNEX, D & H, and Dell now display the ManufacturerPartNumber column.
Version: 5.7    Build: 1.05    Release Date: 12/10/2021     Type: Fix     View All Features in Build
For VendorRFQ users, If a quote had line items in it that were linked to VendorRFQ items, and the Save As Next Revision action was performed on the quote, the Vendor RFQ data was not getting removed from the previous revision (if the option to keep previous revisions was set).
Version: 5.7    Build: 1.05    Release Date: 12/10/2021     Type: Misc     View All Features in Build
If a line item that is linked to an RFQ is deleted from a quote, this action will be logged in the Event Log.
Version: 5.7    Build: 1.05    Release Date: 12/10/2021     Type: New     View All Features in Build
On the product Sourcing panel, if the vendor part number exceeds 17 characters, the full 40 character Vendor Part Number will be displayed in the Tooltip text when hovering over the Vendor Part Number control.
Version: 5.7    Build: 1.03    Release Date: 11/29/2021     Type: Fix     View All Features in Build
For MSCRM users, when both an account and contact was linked to the quote, when the MSCRM opportunity was created, only the contact was linked to the opportunity, instead of both the account and the contact.
Version: 5.7    Build: 1.03    Release Date: 11/29/2021     Type: Fix     View All Features in Build
For HubSpot CRM users, the company name search was not showing the company address for contacts that did not have an address.
Version: 5.7    Build: 1.03    Release Date: 11/29/2021     Type: Fix     View All Features in Build
For MSCRM users, existing opportunities were not being displayed on the opportunity dropdown control for the Create Opportunity window if the Account did not have any contacts.
Version: 5.7    Build: 1.03    Release Date: 11/29/2021     Type: Fix     View All Features in Build
For MSCRM users, the Actual Revenue field was only being populated on the first Opportunity save.
Version: 5.7    Build: 1.03    Release Date: 11/29/2021     Type: Fix     View All Features in Build
For MSCRM users, when a quote is converted to an order in QuoteWerks and a comma is used as a decimal separator, the 'Actual Revenue' field value is multiplied by 100.
Version: 5.7    Build: 1.03    Release Date: 11/29/2021     Type: Fix     View All Features in Build
For salesforce.com users, when searching by account the address isn't pulled in for a contact with no mailing address.
Version: 5.7    Build: 1.03    Release Date: 11/29/2021     Type: Fix     View All Features in Build
When importing a text file, the auto line delimiter detector would incorrectly detect the line delimiter as LF if the first line contained column headings and the column heading had a line feed character in it because the column title was two lines and was probably exported from Excel.
Version: 5.7    Build: 1.03    Release Date: 11/29/2021     Type: Fix     View All Features in Build
For Tech Data Online Ordering users, when placing an electronic order though QuoteWerks, on the Tech Data website, under the Reseller Contact Name area, the End users name would be listed there along with the resellers email address and phone.
Version: 5.7    Build: 1.03    Release Date: 11/29/2021     Type: Fix     View All Features in Build
For Zoho CRM users, if the contact street address was blank, the parent account information was replacing all contact address information even if the account address fields were blank.
Version: 5.7    Build: 1.03    Release Date: 11/29/2021     Type: New     View All Features in Build
For salesforce.com users, in the salesforce.com Setup in QuoteWerks, when the associated contact does not have any shipping information, you can specify if the Billing address or the Shipping address of the account should be used.
Version: 5.7    Build: 1.03    Release Date: 11/29/2021     Type: New     View All Features in Build
For Act! users, in the Act! Setup in QuoteWerks, when on a Mapping Window, lists of the mappings can now be copied to the Windows Clipboard. If you double click on the left column header, you will be prompted if you want to copy the mapped pairs to the clipboard. If you double click on the right column header, you will be prompted if you want to copy all of the available mappings to the clipboard. Copying the available mappings to the clipboard is helpful, because you can use this data to import into F2 Lookup values including the ItemType in QuoteWerks.
Version: 5.7    Build: 1.03    Release Date: 11/29/2021     Type: New     View All Features in Build
For Zoho CRM users, when creating or updating a Zoho CRM quote, the Sold To, Bill To, and Ship To addresses will be populated in the quote. This functionality can be disabled in the Settings Manager, byval setting SystemSettings\ZohoCRM\DontSetSoldToContactInQuote=-1 SystemSettings\ZohoCRM\DontSetShipToContactInQuote=-1 SystemSettings\ZohoCRM\DontSetBillToContactInQuote=-1
Version: 5.7    Build: 1.03    Release Date: 11/29/2021     Type: New     View All Features in Build
For Zoho CRM users, bi-directional Data Linking is now supported for the Zoho CRM Quote Items. Field information can be copied from QuoteWerks into the Zoho CRM Quote Item and then fields can also be copied from the Zoho CRM Quote Item into QuoteWerks. This happens when QuoteWerks creates or updates an Zoho CRM Quote. This can be done on the Quote Item level with the EventAction of "CRMQuoteItem_CreateUpdate".
Version: 5.7    Build: 1.03    Release Date: 11/29/2021     Type: New     View All Features in Build
For Zoho CRM users, bi-directional Data Linking is now supported for Zoho CRM Quote Headers. Field information can be copied from QuoteWerks into the Zoho CRM Quote and then fields can also be copied from the Zoho CRM Quote Item into QuoteWerks. This happens when QuoteWerks creates or updates an Zoho CRM Quote. This can be done on the Quote level with the EventAction of "CRMQuoteHeader_CreateUpdate".
Version: 5.7    Build: 1.03    Release Date: 11/29/2021     Type: New     View All Features in Build
For ConnectWise Manage users, when writing Recurring Forecast Lines or Products to the ConnectWise Opportunity, if the Start and End Dates are not specified, there is now a setup option to default the dates to be "one month" or "one year" from the Opportunity Close Date. The previous behavior would set the recurring end date to be one year from the Opportunity Close Date. This option is useful because ConnectWise Manage takes the value of the contract (ie 12 months * price) when setting the value of the opportunity line item which inflates the value of the opportunity at a glance.
Version: 5.7    Build: 1.03    Release Date: 11/29/2021     Type: New     View All Features in Build
New VendorRFQ product release, including integration with QuoteWerks. VendorRFQ enables customers to communicate with their vendors, discussing and negotiating pricing and details for goods and services, collecting and organizing this information from one or all of their vendors. Your purchasing team will be able to compare and find the lowest prices to purchase available specific goods and services, while knowing at any given time which vendors have received the request for quote, and which have responded. All purchasing and procurement information is available in a centralized location for your team. Under the Utilities->Vendor maintenance menu you will want to setup your vendors, and make sure to enter your account number, the vendor sales rep name, email address, and phone. From the Quote Workbook, simply select an item and click on the VendorRFQ action button to create an RFQ and invite vendors. You can also do this from the Purchasing window. VendorRFQ requires the Corporate Edition of QuoteWerks, a SQL backend (either QuoteWerks DB Hosting subscription, or a SQL database that vendorrfq.com server can access), and a VendorRFQ subscription. VendorRFQ is only supported in master installations, it is not supported in Remote Site or Remote PC installations. The VendorRFQ integration is also supported in the Quote Workbook in QuoteWerks Web. A Misc Access right of "CannotUseVendorRFQLicense" is implemented to control the use of licenses per user. Under the Utilities->View Logs menu, in the Event log, events for "Licensing.VendorRFQLicenseCountExceeded" will be recorded.
Version: 5.7    Build: 1.03    Release Date: 11/29/2021     Type: New     View All Features in Build
Management Reports capabilities have been greatly expanded. In addition to reporting on the Documents and Product Databases, you can now create reports on Purchase Orders (purchasing), Payments, Contacts, Vendors, Bundles, Configurations, Required Items, and Optional Items. For the Purchasing reports, you can create a report that includes and links the POHeaders, POItems, FulfillmentItems, DocumentHeaders, and DocumentItems all together resulting in very powerful reporting! The Payments table is auto-joined with the DocumentHeaders table. All Management Reports have the ability to Export the report data to text file output, so now all this data can be easily exported and then imported into any other system.
Version: 5.6    Build: 5.12    Release Date: 09/24/2021     Type: Fix     View All Features in Build
For SQL backend users, when importing large numbers of products into a product database with the Update option, the SQL transaction log would grow very large.
Version: 5.6    Build: 5.12    Release Date: 09/24/2021     Type: Misc     View All Features in Build
The Act installer helper GetAct64bitInfo.exe is now only installed when the user chooses to install Act.
Version: 5.6    Build: 5.12    Release Date: 09/24/2021     Type: Misc     View All Features in Build
Activated beta testing support for ACT! for Web version 24.
Version: 5.6    Build: 5.12    Release Date: 09/24/2021     Type: New     View All Features in Build
Act for Web v24 is now supported!
Version: 5.6    Build: 5.10    Release Date: 09/03/2021     Type: Misc     View All Features in Build
On the Send Email window, when selecting a file to attach, the file name and path were being forced to lower case characters.
Version: 5.6    Build: 5.10    Release Date: 09/03/2021     Type: New     View All Features in Build
Act! v24 is now supported!
Version: 5.6    Build: 5.10    Release Date: 09/03/2021     Type: Misc     View All Features in Build
Activated beta testing support for Sage 50 Accounting 2022 (Peachtree)
Version: 5.6    Build: 5.10    Release Date: 09/03/2021     Type: New     View All Features in Build
Contact Import templates are no longer saved as .cit files. The .cit data is now stored in the SystemSettings table under the SectionName="Contact Import Templates". Each template will now be stored under the KeyName equal to what the .cit file base name used to be. Also, the import log will no longer be written out as a .log file, instead a new EventViewer record will be written under the category of "ContactImport". This .log file would be replaced on each successive import. An advantage of this new change is that every time the contact import is run, it saves and preserves the import log for every time an import is run and the import log will contain a list of all the settings used in the import. If you used the command line option like /i:"New Customers.cit", you will still need to include the ".cit" postfix at the end of the template name. When the import templates used to be files, you could simply copy the file to another installation if needed. With the changes you will need to go into the Settings Manager and right click on an import template and choose Copy SET command. For more details see the documentation on the Settings Manager.
Version: 5.6    Build: 4.06    Release Date: 08/11/2021     Type: Fix     View All Features in Build
For GoldMine users, when searching for a contact and then selecting it, the email address was not being pulled into the quote.
Version: 5.6    Build: 4.06    Release Date: 08/11/2021     Type: Fix     View All Features in Build
For ConnectWise Manage users, when QuoteWerks was creating a Contact in ConnectWise and the ConnectWise Manage field used for "Mobile Phone" could not be determined, the contact creation would fail. If there is not a Communication Type in ConnectWise Manage as a "phone type" named "Cell" or "Mobile", the mobile field filled out in QuoteWerks will not be sent to ConnectWise Manage when creating a new contact. This fix will work for ConnectWise Manage v2020.1 and higher.
Version: 5.6    Build: 4.06    Release Date: 08/11/2021     Type: Fix     View All Features in Build
For MS CRM users, the contact was not being updated for an existing MS CRM Quote when the Sold To contact information was updated on an existing QuoteWerks quote.
Version: 5.6    Build: 4.06    Release Date: 08/11/2021     Type: Fix     View All Features in Build
When Importing Contacts, if starting the import by loading an Import Template, the Line Delimiter and sample data was not getting set.
Version: 5.6    Build: 4.06    Release Date: 08/11/2021     Type: Fix     View All Features in Build
When importing a Text file into the QuoteWerks Contact Database, and mapping the First and Last name fields, this information was not getting imported.
Version: 5.6    Build: 4.06    Release Date: 08/11/2021     Type: Fix     View All Features in Build
For Zoho CRM users, when saving a new quote with 'Offline' selected on the save dialog, if a contact wasn't pulled from Zoho, a Run-time error '91' would occur.
Version: 5.6    Build: 4.06    Release Date: 08/11/2021     Type: Misc     View All Features in Build
Activated beta testing support for SugarCRM 11.1
Version: 5.6    Build: 4.06    Release Date: 08/11/2021     Type: Misc     View All Features in Build
For the last 20 years, QuoteWerks has mostly relied upon the DocumentHeaders.SoldToCMAccountNo field to store the linked CRM contactID value in. Over the years as we have supported newer and different CRMs, it required that we also stored a SoldToCMCompanyRecID value which contained the record id of the CRM Company/Account. This SoldToCMCompanyRecID value has been stored in xml in the DocumentHeaders.DynamicStorageDH field. Additionally for salesforce.com and GoldMine the data stored in these fields is actually reversed. Changes have been made in this build. The DocumentHeaders.SoldToCMAccountNo field has been renamed to DocumentHeaders.SoldToCMContactRecID. There is now a DocumentHeaders.SoldToCMCompanyRecID field. There is now a DocumentHeaders.SoldToCMSecondaryContactRecID field. These same changes were applied to the "ShipTo" and "BillTo" counterpart fields. The "reversed" data for GoldMine and Salesforce.com has been corrected.
Version: 5.6    Build: 4.06    Release Date: 08/11/2021     Type: New     View All Features in Build
On the Links tab of the Quote WorkBook in the Auto-Links area, in addition to the "View Contact in CRM", there is now an additional link to "View Company in CRM".
Version: 5.6    Build: 4.06    Release Date: 08/11/2021     Type: New     View All Features in Build
On the SoldTo/ShipTo tab toolbar, in addition to the "View Contact in Contact Manager" button there is now a "View Company in Contact Manager" button.
Version: 5.6    Build: 4.06    Release Date: 08/11/2021     Type: New     View All Features in Build
On the Synchronization tab of the Tools->Options menu, if the "Look for synchronized data in dtf files" is checked, but you have not linked a contact/company to the quote, the "[] Create/update linked document" checkbox on the save window will not be checked and disabled like it normally would be if the quote is linked to a company/contact.
Version: 5.6    Build: 4.06    Release Date: 08/11/2021     Type: New     View All Features in Build
For HubSpot CRM users, you can now create a new HubSpot CRM Company and Contact record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the Contact field cannot already be populated with a contact that was retrieved from HubSpot CRM. Also, the Company, and Contact must be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature.
Version: 5.6    Build: 4.06    Release Date: 08/11/2021     Type: New     View All Features in Build
For Zoho CRM users, when searching for a contact, if selecting a contact and the contact address is empty, the address will be filled out with the address from the Account.
Version: 5.6    Build: 4.06    Release Date: 08/11/2021     Type: New     View All Features in Build
For GoldMine users, on the complete sale window the opportunity status will now default to Won or Lost depending upon the action.
Version: 5.6    Build: 4.06    Release Date: 08/11/2021     Type: New     View All Features in Build
For GoldMine users, when the SoldTo is already linked to contact in GoldMine and you try to link a different GoldMine contact to the SoldTo, you will now receive a warning that if you do this, it will orphan an existing records in GoldMine related to this SoldTo (like linked documents, follow up calls, forecasted sales, etc).
Version: 5.6    Build: 3.32    Release Date: 05/11/2021     Type: Fix     View All Features in Build
For SugarCRM users, account and contact datalinking in QuoteWerks could return an error in SugarCRM version 6.5.
Version: 5.6    Build: 3.32    Release Date: 05/11/2021     Type: Fix     View All Features in Build
For SugarCRM users, no account results were found on the Lookup window when 'Also display Account Contacts' was unchecked.
Version: 5.6    Build: 3.32    Release Date: 05/11/2021     Type: New     View All Features in Build
For SugarCRM users, if the contact address is empty, the company address will be used when doing a search on the Lookup window.
Version: 5.6    Build: 3.32    Release Date: 05/11/2021     Type: New     View All Features in Build
For Autotask users, if the contact address is empty, the company address will be used when doing a search on the Lookup window.
Version: 5.6    Build: 3.32    Release Date: 05/11/2021     Type: New     View All Features in Build
The Event Log will now record when a user runs the Product Import Wizard, and will record when the user confirms the option to 'Confirm DELETION of ALL existing products'. The Event Log will now record when a user runs Contact Import Wizard, and will record when the user confirms the option to 'Confirm DELETION of ALL existing contacts'. The Event Log will now record when a user runs Vendor Import Wizard, and will record when the user confirms the option to 'Confirm DELETION of ALL existing vendors'.
Version: 5.6    Build: 3.36    Release Date: 05/27/2021     Type: Fix     View All Features in Build
For HubSpot CRM users, the first 100 existing Deals were being shown on the Create/Update Deal window in QuoteWerks instead of all the Deals that were created by the contact.
Version: 5.6    Build: 3.36    Release Date: 05/27/2021     Type: Fix     View All Features in Build
For MS CRM users, the contact was not being written into the Opportunity.
Version: 5.6    Build: 3.36    Release Date: 05/27/2021     Type: Fix     View All Features in Build
When doing a contact import, and trying to import the contact's name, if you mapped the "First Name" and "Last Name" fields, it would work, but not if you mapped the "Contact" mapping.
Version: 5.6    Build: 3.36    Release Date: 05/27/2021     Type: Fix     View All Features in Build
For ConnectWise Manage Users, when saving a Customer PO number greater than 25 characters back to the ConnectWise Opportunity, an error would be returned. The PO Number will now be truncated to 25 characters if it exceeds 25 characters.
Version: 5.6    Build: 3.36    Release Date: 05/27/2021     Type: Fix     View All Features in Build
For MS CRM users, the contact was not being written into an Opportunity.
Version: 5.6    Build: 3.36    Release Date: 05/27/2021     Type: New     View All Features in Build
For salesforce.com users, if the contact address is empty, the account address will be used when doing a search on the Lookup window.
Version: 5.6    Build: 3.25    Release Date: 04/19/2021     Type: Fix     View All Features in Build
For SugarCRM users, the home number was being used instead of the office phone number when doing a contact search on the Lookup window.
Version: 5.6    Build: 3.25    Release Date: 04/19/2021     Type: New     View All Features in Build
For ACT! users, the Opportunity Line Item field Name can now be written to ACT! with DataLinking from QuoteWerks.
Version: 5.6    Build: 3.25    Release Date: 04/19/2021     Type: New     View All Features in Build
For ACT! users, the Opportunity field Name can now be written to ACT! with DataLinking from QuoteWerks.
Version: 5.6    Build: 3.25    Release Date: 04/19/2021     Type: New     View All Features in Build
For HubSpot CRM users, if the contact address is empty, the company address will be used when doing a search on the Lookup window.
Version: 5.6    Build: 3.22    Release Date: 04/08/2021     Type: New     View All Features in Build
For Zoho and Maximizer Web users, when searching for a contact, the search field is now remembered.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: Fix     View All Features in Build
For Kaseya BMS users, when searching for Kaseya BMS products from the Product Lookup window in QuoteWerks, if the search parameter(s) contained special characters (like ‘#’ or ’%’ as examples), an error would be returned from Kaseya BMS containing “There is an unterminated string literal”.
Version: 5.6    Build: 3.19    Release Date: 03/24/2021     Type: Fix     View All Features in Build
When performing an action, for a document that has never previously been saved, when prompted to save, and choosing to cancel, in certain conditions, it would continue as if you selected NO.
Version: 5.6    Build: 3.19    Release Date: 03/24/2021     Type: Fix     View All Features in Build
For QuickBooks Online users, when creating a Purchase order, the Ship To Contact was not being populated on the PO.
Version: 5.6    Build: 3.19    Release Date: 03/24/2021     Type: Fix     View All Features in Build
When using the "Copy To" feature on the Sold to / Ship to tab to copy contact details, the CompanyRecID field was not being copied over which would cause problems when integrating with Zoho, salesforce.com, MS CRM and SugarCRM.
Version: 5.6    Build: 3.19    Release Date: 03/24/2021     Type: New     View All Features in Build
For Product Content Subscribers, the Manufacturer Part Number will be copied to the Windows Clipboard when Double-Clicking on the Manufacturer Part Number below the Product Image on the Etilize View.
Version: 5.6    Build: 3.19    Release Date: 03/24/2021     Type: New     View All Features in Build
For salesforce.com users, you can now specify the backend login url to use. This is helpful for any user that is having problems logging into salesforce with the Salesforce "My Domain" feature enabled. You can specify this url in the Settings Manager, by setting SystemSettings\Contact Managers\SFLoginOverrideURL={your url}
Version: 5.6    Build: 3.19    Release Date: 03/24/2021     Type: New     View All Features in Build
For MS CRM users, you can now retrieve account level OR contact level DataLink values for a SoldTo, ShipTo, or BillTo contact through QuoteWerks Datalinking.
Version: 5.6    Build: 3.19    Release Date: 03/24/2021     Type: New     View All Features in Build
On the Edit Report window, the [Save, Close, & Preview] action no longer has to close the Edit Report window, so it has been renamed to [Save & Preview] or [Save & Export] depending upon the report type. This is huge time saver, it lets you make changes and view the output and leaves you in the Edit Report window for you to easily make more changes.
Version: 5.6    Build: 3.19    Release Date: 03/24/2021     Type: New     View All Features in Build
ACT! for Web version 23 is now supported!
Version: 5.6    Build: 3.19    Release Date: 03/24/2021     Type: New     View All Features in Build
ACT! Desktop version 23 is now supported!
Version: 5.6    Build: 3.19    Release Date: 03/24/2021     Type: New     View All Features in Build
HubSpot CRM integration! The integration with HubSpot CRM includes the ability to search for contacts, create/update Deals, and upload quote attachments to HubSpot CRM. DataLink is supported for Contacts, Accounts, Deals and LineItems. The HubSpot CRM Product Database is available on the Product Lookup. You can attach files to the HubSpot CRM Deal from the PDF Preview window, the Links tab, and the Print window. There is a button on the SoldTo/ShipTo tab to display the SoldToContact, ShipToContact, or BillToContact in HubSpot CRM, and also a link on the Links tab that you can click to view the HubSpot CRM Deal in HubSpot CRM. Additionally, emails sent from QuoteWerks are logged in HubSpot CRM history. QuoteWerks integrates with all editions of HubSpot CRM, however, if you want to integrate with the HubSpot Deal Line Items, then HubSpot Professional edition or higher is required. The Professional or Corporate Edition of QuoteWerks is required to integrate with HubSpot CRM.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: Fix     View All Features in Build
For Zoho CRM users, after pulling in a contact and a Zoho Datalink is present, there would be an error.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: Fix     View All Features in Build
For MS CRM users, if a '/' was not at the end of the Server/URL field on the Contact Manager MS CRM Setup window, users would receive an error if there was no activity with MS CRM for over an hour when attempting to re-connect.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: Fix     View All Features in Build
If a user with the Misc Access right CannotManuallyModifyFieldValue:DI_ManufacturerPartNumber set, uses the ManufacturerPartNumber column drop down list on the Document Items tab of the Quote WorkBook, then types changes into that ManufacturerPartNumber cell, and then tabs away from the cell would receive "Run Time Error '381': Invalid property array index" error.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: Fix     View All Features in Build
For Goldmine users, if when searching for a contact, if "User Contact currently displayed in Goldmine" was selected, any changes to the "Also Display secondary Contacts" checkbox would not be remembered.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: Fix     View All Features in Build
QuoteWerks was only supporting a maximum of 1000 windows users for Active Directory login.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: Fix     View All Features in Build
For SugarCRM users, the DataLink would not work for a Contact type if no Account was associated with it.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: Fix     View All Features in Build
For SugarCRM users, the 'Test' button on the Contact Manager Setup window was not working correctly for the URL.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: Fix     View All Features in Build
For SugarCRM users, when a Contact was selected for the SoldTo instead of an Account, when you saved the quote, an error would be displayed, and the DTF file would not be saved.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: Fix     View All Features in Build
For Kaseya BMS Users, when creating or updating an Activity in QuoteWerks for Kaseya BMS, if the Cancel button was clicked, the Activity would still be created or updated.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: Misc     View All Features in Build
When an order type document is open in QuoteWerks and you open the Purchasing window, the "Currently Open Order" scope will be set in the filter on the Purchasing tab. When this is set, and the [Place Online Order->Create PO] button is clicked, the PONumber for the online order would default to, for example, POAAAO1244, where "AAAO1244" was the document number that is currently open. Now, it will default to being empty. This change makes this now consistent with the behaviour when selecting items from multiple order documents where the PONumber starts out blank and then you press the [...] button to obtain the next PONumber. Under the Utilities->Vendor Maintenance when editing a vendor you can specify a "Vendor PO Prefix/suffix" field. It can be a maximum of 3 characters, so for "Tech Data" you can specify "TD" and then the auto generated next po number for a Tech Data online order would be, for example, 20-1534TD. If QuoteWerks is configured to export purchase orders to QuickBooks, Peachtree, or ConnectWise, this same PO number will be used when creating the purchase order in the accounting software. You will want to reset the unique numeric sequence each year and this can be done on the Installation tab of the Tools->Options menu. The short nature of the PO number format takes into account that QuickBooks has a very small 11 character max po number and Ingram Micro being the next at 18 characters.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: Misc     View All Features in Build
For SugarCRM users, when doing a contact search for the fields name, contact first name, contact last name, and account name, it will now be a "Contains" search.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: New     View All Features in Build
For SugarCRM users, there is now a "View SoldTo" link on the Links tab of the Quote WorkBook that you can click to view the Contact in SugarCRM.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: New     View All Features in Build
For SugarCRM users, a Call will now be saved to a contact if an account is not selected.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: New     View All Features in Build
For MS CRM users, if you select a different contact for an existing Opportunity, you are now given the option to clear out the existing Opportunity link data.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: New     View All Features in Build
For Zoho users, you can now create a new Zoho Company and Contact record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the Contact field cannot already be populated with a contact that was retrieved from Zoho. Also, the Company, and Contact must be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: New     View All Features in Build
For Zoho users, there is now a "View Sold to" link on the Links tab of the Quote WorkBook that you can click to view the Contact in Zoho CRM.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: New     View All Features in Build
For Kaseya BMS users, you can now create a new Kaseya BMS Company and Contact record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the Contact field cannot already be populated with a contact that was retrieved from Kaseya BMS. Also, the Company, Contact, Email, and Phone fields must be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature.
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: New     View All Features in Build
For Product Content Subscribers, when searching Etilize or using the Etilize Panel with the Multiple Database Search via the Product Lookup window, you can now choose to also have Native and External Product Data Sources also searched for the same product and the results will be displayed along with the returned real-time vendor results. The Manufacturer Part Number is used to find the product. If a product is not returned from Etilize or the PartLocator, a Product Data Source search will not occur. On the Product Content Subscription tab of the Real-time setup window, the QuoteWerks Administrator can specify which Product Data Sources to use with the Etilize Search, this setting is a site wide setting.
Version: 5.6    Build: 1.09    Release Date: 01/04/2021     Type: Fix     View All Features in Build
For Zoho users, the DataLink action of RetrieveShipTo and RetrieveBillTo were returning blank data. You will have to re-select the ShipTo/BillTo contact for this fix to take effect.
Version: 5.6    Build: 1.09    Release Date: 01/04/2021     Type: Fix     View All Features in Build
When editing a layout file and choosing Insert->Field menu, and choosing "Document Items" you would receive errors about all of the DocumentItems macro fields that begin with the "&" character.
Version: 5.6    Build: 1.09    Release Date: 01/04/2021     Type: New     View All Features in Build
The Act! Desktop search now remembers the last contact search method, either current contact, or search contact, per user.
Version: 5.6    Build: 1.04    Release Date: 12/04/2020     Type: New     View All Features in Build
When using the built-in QuoteWerks contact database as the CRM, you can now search for contacts by "Postal Code".
Version: 5.6    Build: 1.03    Release Date: 11/20/2020     Type: Fix     View All Features in Build
For QuoteValet users, when setting up Activity Notifications it did not list inactive users, so you could not remove them from notifications once they were set as inactive.
Version: 5.6    Build: 1.03    Release Date: 11/20/2020     Type: New     View All Features in Build
When inserting/adding Section Header or Heading Line, when you are prompted for the description, you can now double-click in the description field to bring up the F2 Lookup in addition to pressing the F2 key. This is activated as long as the user preference of "Enable double-click to bring up F2 Lookup in text boxes" is set.
Version: 5.6    Build: 1.01    Release Date: 11/13/2020     Type: Fix     View All Features in Build
On the Document Items tab, when clicking on a Grid Toolbar button that had drop down menu, would receive an error that you did not have the rights to perform this default action.
Version: 5.6    Build: 1    Release Date: 11/11/2020     Type: Fix     View All Features in Build
For Act! users, when the 'Write a single summary line item into the Act! Opportunity' option is checked, the Opportunity total did not include the recurring line item amounts.
Version: 5.6    Build: 1    Release Date: 11/11/2020     Type: Fix     View All Features in Build
For Act! users, when the 'Write a single summary line item into the Act! Opportunity' option is checked, separate recurring line items were included in the Act! Opportunity.
Version: 5.6    Build: 1    Release Date: 11/11/2020     Type: Fix     View All Features in Build
For ConnectWise Manage Users, when using the QuoteLink to bring the ConnectWise Opportunity with Line Items into QuoteWerks, if the mapped QuoteWerks field to match to the ConnectWise Product ID was the ManufacturerPartNumber, the imported product would incorrectly have the ConnectWise Manufacturer Part Number rather than the Product ID. This would cause issues when writing back to ConnectWise. The Manufacturer Part Number in QuoteWerks for these instances will now have the Product ID.
Version: 5.6    Build: 1    Release Date: 11/11/2020     Type: New     View All Features in Build
For Tech Data Online Ordering users, the special instructions field length was increased from 55 to 132 characters.
Version: 5.6    Build: 1    Release Date: 11/11/2020     Type: New     View All Features in Build
Added new Product->Lookup window, right click menu "Associate item(s) with Folder..." This will now prompt you to choose a product database folder from a folder selection dialog. This can make this activity faster than the existing way of selecting products, then Copying them, then navigating to a folder and right clicking and choose the "Associate copied items with this folder".
Version: 5.6    Build: 1    Release Date: 11/11/2020     Type: New     View All Features in Build
The Product Content Subscription now has PartLocator support for Arlington. We've negotiated an arrangement with Arlington to host their parts list to provide our mutual customers with a better ability to locate Arlington part numbers when quoting. For Toner and other related searches both the Brand Name item and the Remanufactured item will be available in the results.
Version: 5.6    Build: 1    Release Date: 11/11/2020     Type: New     View All Features in Build
For MS CRM users (Microsoft Dynamics), OAuth2 authentication is now supported. This is helpful for Microsoft Dynamics CRM customers that have Multifactor Authentication (MFA) / Two Factor Authentication (2FA) enabled in Dynamics.
Version: 5.6    Build: 1    Release Date: 11/11/2020     Type: New     View All Features in Build
You can now show/hide individual toolbar buttons on the Document Items tab Grid Toolbar. These buttons can be hidden per user under the Menus tab of the User Properties window. There is a new "Grid Toolbar" hive in the treeview. Of note, some of the actions are available through a Menu and a Toolbar button. You will need to Show/Hide these actions separately.
Version: 5.6    Build: 1    Release Date: 11/11/2020     Type: New     View All Features in Build
Added new "Enable individual Resource security" option on the Security tab of Tools->Options. When this option is set, you can specify File Access Rights for individual files like Cover Pages, Print Layouts, and Literature. Print Layouts support View and Modify. Cover Pages and Literature support View only. To set these File Access Rights, right click on a Print Layout or Literature file and choose "Set Access Rights...". This right click menu is not available on the 'Additional' Layouts tab, all Access Rights for layouts must be set through the 'Primary' tab. For a Cover Page, select the Cover Page, and click on the [Set Access Rights] button next to the Cover Page drop down list. You will be able to set these File Access Rights if you are a user with Master Rights or if you have the new Misc Access right of "NonMasterRightsUser_CanAdministerDeliverables". When this "Enable individual Resource security" option is activated, no users will be able to see any Cover Pages, Print Layouts or Literature files. To see these files and assign Access Rights, you will need to be a user with Master Rights (or have the Misc Access right of "NonMasterRightsUser_CanAdministerDeliverables"), and you will need to check the "[] Administration Mode" checkbox on the Print window. This will show all the Cover Pages, Print Layouts and Literature files. In this mode, any files that do not have any Access Rights set for them will be displayed in red (meaning they will not be visible by any users). For Files that do have Access rights set for them, you will see an indicator prefix like [ 02 ] in front of the name of the Cover Page, Print Layout or Literature file. This will indicate how many different users or groups have access to see this Cover Page, Print Layout or Literature file. When the "[] Administration Mode" checkbox is checked, you will be able to select multiple layouts at the same time by holding down the SHIFT or CTRL key while clicking on each individual Layout. The Access Rights that you set will be applied to all the selected layouts. Any previous rights set for these selected files will be replaced. The default rights to apply to all the files will be the ones for the layout that you right clicked on.
Version: 5.5    Build: 6.06    Release Date: 09/25/2020     Type: Fix     View All Features in Build
On the Purchase Orders tab of the Purchasing window, the PO Items display area would not render if the VendorPartNumber contained an ampersand character.
Version: 5.5    Build: 6.06    Release Date: 09/25/2020     Type: Fix     View All Features in Build
When using QuoteWerks as your CRM, when a contact was retrieved into the quote, the SoldToPriceProfile would be set, but the prices in the quote would not be updated based on this SoldToPriceProfile.
Version: 5.5    Build: 6.06    Release Date: 09/25/2020     Type: Fix     View All Features in Build
For Zoho CRM users, when exporting a document to QuickBooks would receive 'getactivesheet' error, then a runtime 9 error.
Version: 5.5    Build: 6.06    Release Date: 09/25/2020     Type: Fix     View All Features in Build
For ConnectWise Manage users, when using the ConnectWise Catalog items as a product source in QuoteWerks, if the ConnectWise item had non-ascii characters (funky characters), the product would not be usable by QuoteWerks.
Version: 5.5    Build: 6.06    Release Date: 09/25/2020     Type: Misc     View All Features in Build
When entering a Redemption Code, any errant CR, LF, or space characters will be removed.
Version: 5.5    Build: 5.21    Release Date: 08/17/2020     Type: Fix     View All Features in Build
When cloning a QuoteWerks contact database contact would receive Error in SystemSetting_GetEx(). You must specify SectionName, AND KeyName values!
Version: 5.5    Build: 5.21    Release Date: 08/17/2020     Type: Misc     View All Features in Build
On the Print window, the [Submit for Peer Review] and [Request Approval] buttons will now display the QuoteValet icon if you have selected in the setup to use QuoteValet for these actions.
Version: 5.5    Build: 5.21    Release Date: 08/17/2020     Type: New     View All Features in Build
For QuickBooks Desktop users, when exporting a document, if the Customer does not exist in QuickBooks, you will now be asked if you want to create the customer in QuickBooks. If you choose not to, the export will be cancelled. The "If the Customer does not Exist" option of "Prompt to create" or "Create" on the Transaction.QuickBooks tab of the QuickBooks setup window controls this.
Version: 5.5    Build: 5.13    Release Date: 07/14/2020     Type: Fix     View All Features in Build
For Autotask users, the tax region for the quote on an opportunity was being set to the first active tax region in the list, instead of the tax region selected in the Autotask opportunity.
Version: 5.5    Build: 5.13    Release Date: 07/14/2020     Type: Fix     View All Features in Build
Would receive error about GetActiveSheetFromSelf() when opening a quote that was already open, or trying to open a quote that could not be found.
Version: 5.5    Build: 5.13    Release Date: 07/14/2020     Type: Fix     View All Features in Build
For MS CRM users, when linking to an existing Opportunity, the EstimatedValue, ActualValue and OpportunityRatingCode fields would not populate with a new value if the existing value was empty.
Version: 5.5    Build: 5.08    Release Date: 07/09/2020     Type: Fix     View All Features in Build
QuoteWerks does not support double byte character set used by Japan and China. These characters would be pulled into QuoteWerks through the Regional settings timezone and then cause corruption in DTF files. These characters are now stripped out of the time zone data.
Version: 5.5    Build: 5.06    Release Date: 07/07/2020     Type: Fix     View All Features in Build
For customers with the USA tax system, the Recurring Amount displayed in the Bottom totals bar would have a rounding issue so it would not exactly match the actual quote total for sales tax. It was adding up the individual line item rounded tax amounts instead of adding up the taxable amount of all the recurring items and then applying the tax rate to it which is the way that QuoteWerks has always calculated USA sales tax to be compatible with QuickBooks Desktop.
Version: 5.5    Build: 5.05    Release Date: 07/06/2020     Type: New     View All Features in Build
ACT! for Web version 22 is now supported!
Version: 5.5    Build: 5.01    Release Date: 06/22/2020     Type: Fix     View All Features in Build
For ConnectWise Manager users, when receiving an item against an existing ConnectWise Manage PO, if the Tracking Number information in QuoteWerks was greater than 50 characters, an error would be displayed stating 'The field trackingNumber must be a string with a maximum length of 50.' The Item would not be received in Connectwise Manage.
Version: 5.5    Build: 5.01    Release Date: 06/22/2020     Type: Fix     View All Features in Build
For ConnectWise Manage Users, when duplicating a document in QuoteWerks, the Address ID for the selected contacts would not be preserved. This would reset the Address ID to the default Address for the contact.
Version: 5.5    Build: 5.01    Release Date: 06/22/2020     Type: Fix     View All Features in Build
When using the Tech Data SAP quote import feature, if the quote had an item on it that did not have a Manufacturer would receive an error about the XML field 'Manufacturer' not found.
Version: 5.5    Build: 5.01    Release Date: 06/22/2020     Type: Fix     View All Features in Build
For MS CRM users, if a custom MultiOptionSelect field existed for a contact or an account, would receive n error 'Conversion from type 'OptionSetValueCollection' to type 'String' is not valid.' when using the QuoteWerks DataLink feature.
Version: 5.5    Build: 5.01    Release Date: 06/22/2020     Type: Fix     View All Features in Build
For salesforce.com users, when attempting to add an inactive product to an opportunity, the error message was not displaying the inactive product name.
Version: 5.5    Build: 5.01    Release Date: 06/22/2020     Type: Misc     View All Features in Build
The Edit->Apply Quantity menu was removed. This action can now be performed with the Edit->Apply Multi-Line Changes menu.
Version: 5.5    Build: 5.01    Release Date: 06/22/2020     Type: Misc     View All Features in Build
Edit->Zoom Description menu was removed...double-clicking in the Description cell performs this action.
Version: 5.5    Build: 5.01    Release Date: 06/22/2020     Type: New     View All Features in Build
You can now select the contents of the Qty column, and enter "*3" to multiply the Qty value by 3. Also, you can enter "++5" to add 5 to the value. You can also enter "++5%" to add 5% to the value. Using "--" will subtract the values.
Version: 5.5    Build: 5.01    Release Date: 06/22/2020     Type: New     View All Features in Build
Added new integration to Kaseya BMS! The integration with Kaseya BMS includes the ability to search for contacts, create/update Opportunities, create/update Quotes, create/update Activities, and upload quote attachments to Kaseya BMS. The Kaseya BMS Product and Service Databases are available on the Product Lookup. Contact DataLink is supported. You can attach files to the Kaseya BMS Opportunity from the PDF Preview window, the Links tab, and the Print window. There is a button on the SoldTo/ShipTo tab to display the contact in Kaseya BMS. On the Links Tab, Auto Links are available for the SoldToContact, ShipToContact, BillToContact, Opportunity, Activity, and Quote that you can click to view the selected entity in Kaseya BMS. The Corporate Edition of QuoteWerks is required to integrate with Kaseya BMS.
Version: 5.5    Build: 5.01    Release Date: 06/22/2020     Type: New     View All Features in Build
New "Apply Multi-Line Changes" menu under the Edit menu. This enables you to apply the same change to a specified column for every line that is selected in the Document Items grid. Certain columns have some special features, like the QtyBase, you can enter "*3" to multiply the Qty value by 3. Also, you can enter "++5" to add 5 to the value. You can also enter "++5%" to add 5% to the value. Using "--" will subtract the values. Similarly, the UnitCost, UnitPrice, UnitList support the "++5%", "++5", "--5%", "--5" features. This window remembers last column the changes were applied to, and remembers per field what value the field was last set to. There is also a "Apply Multi-Line Changes" toolbar button on the grid toolbar.
Version: 5.5    Build: 4.01    Release Date: 04/23/2020     Type: Fix     View All Features in Build
For SugarCRM users, when searching on the Contact Lookup window with 'Also display Account Contacts' checked, only 1 contact search result was showing.
Version: 5.5    Build: 4    Release Date: 04/22/2020     Type: Fix     View All Features in Build
For Salesforce users, the contact role and contact name were not being populated when choosing an existing opportunity on the Opportunity window.
Version: 5.5    Build: 4    Release Date: 04/22/2020     Type: Fix     View All Features in Build
For Salesforce users, when updating an existing Opportunity, the Default Contact Role was being applied instead of keeping the previously selected Contact Role.
Version: 5.5    Build: 4    Release Date: 04/22/2020     Type: Misc     View All Features in Build
Microsoft discontinued Microsoft Outlook Business Contact Manger (BCM). The last year Outlook BCM was supported was with Outlook 2013 (7 years ago). QuoteWerks has removed the Outlook BCM integration.
Version: 5.5    Build: 4    Release Date: 04/22/2020     Type: New     View All Features in Build
The nsetup.exe has a new option to "Install Microsoft SQL Server 2012 Native Client". This SQL Provider needs to be used to establish TLS 1.2 only SQL Database connections. Also, the installers of sqlClient2012_32bit.msi and sqlClient2012_64bit.msi are now installed in the QuoteWerks folder so they can be run separately at any time. Once this is installed on each machine that is running QuoteWerks, the backend.ini can be modified with these entries: SQLProvider=SQLNCLI11 and SQLEncryptConnection=-1 to fully activate a TLS 1.2 encrypted connection.
Version: 5.5    Build: 3.08    Release Date: 04/06/2020     Type: Fix     View All Features in Build
If a product database was selected and the option to not auto display all products was set, or if the Native product database auto generated root folder like Manufacturers was selected, and then a search was performed, the grid would show results of blank records. This issue was introduced in v5.5 build 3.07.
Version: 5.5    Build: 3.07    Release Date: 04/01/2020     Type: New     View All Features in Build
For Sugar CRM users, there is now an "Enable SugarIdentity" option on the Contact Manager tab of the Tools->My Preferences menu. This can be controlled per user.
Version: 5.5    Build: 3.07    Release Date: 04/01/2020     Type: New     View All Features in Build
The Product Data Source Setup window now displays the database file size for sources that are an actual file.
Version: 5.5    Build: 3.07    Release Date: 04/01/2020     Type: New     View All Features in Build
Added "Auto-close window" option to the Print window. This will auto-close the window after a print, preview, peer review, approval, or quotevalet operation. This same option is also on the Misc.Printing tab of the Tools->My Preferences menu. Having this option on the Print window will make it easier to turn this option on and off while performing different kinds of activities from the Print window.
Version: 5.5    Build: 3.04    Release Date: 03/10/2020     Type: Fix     View All Features in Build
For Autotask users, the Autotask To-Do was not being assigned to the contact if the 'Link to Contact' checked was checked on the QuoteWerks To-Do window.
Version: 5.5    Build: 3.04    Release Date: 03/10/2020     Type: Fix     View All Features in Build
For GoldMine users, if an Goldmine ACCOUNTNO value contained a double quote character, the DataStream Query would return an error.
Version: 5.5    Build: 3.04    Release Date: 03/10/2020     Type: Misc     View All Features in Build
In the Configurator when double clicking on an item, it would add it to the configuration and also advance to the next configuration step. Now when you double-click it will only add the item into the selected items list. This action of a double-click is an intuitive expected standard action of a double click, and this is useful when you need to add more than one item from a configuration step. If you hold down CTRL while double-clicking, it will also advanced to the next configuration step, recreating the original behavior.
Version: 5.5    Build: 3.04    Release Date: 03/10/2020     Type: Misc     View All Features in Build
On the Purchasing window when saving a PO as a PDF, non-alphanumeric characters are no longer stripped from the default file name.
Version: 5.5    Build: 3.04    Release Date: 03/10/2020     Type: New     View All Features in Build
On the Open Document window, added new right click menu "Display Contact in Contact Manager."
Version: 5.5    Build: 3.04    Release Date: 03/10/2020     Type: New     View All Features in Build
For salesforce.com users, the salesforce.com Product Data Source now supports custom fields. If a custom field is named "Manufacturer__c" or "VendorPartNumber__c" these custom fields will automatically be mapped when a new Product Data Source is setup. If you already have an existing salesforce.com Product Data Source, you will need to edit it and manually map these fields. When these fields are mapped, you can also search on those fields on the product lookup window.
Version: 5.5    Build: 3.04    Release Date: 03/10/2020     Type: New     View All Features in Build
For salesforce.com users, the DataLink now supports salesforce.com Contacts in addition to the Account.
Version: 5.5    Build: 3.04    Release Date: 03/10/2020     Type: New     View All Features in Build
For salesforce.com users, a default contact role can be set for the opportunity contact through the Opportunity Setup window.
Version: 5.5    Build: 3.04    Release Date: 03/10/2020     Type: New     View All Features in Build
For salesforce.com users, when creating/updating a salesforce.com Opportunity the Contact Role can now be set.
Version: 5.5    Build: 2.01    Release Date: 01/08/2020     Type: Fix     View All Features in Build
For Act! users, when converting to order, the Opportunity name would not get updated in ACT!.
Version: 5.5    Build: 1.15    Release Date: 12/16/2019     Type: Fix     View All Features in Build
For Act! users, when creating the opportunity in Act!, if the user name and contact name are not the same for the user credentials for the Act! database, the Record Manager combobox would not be auto set to the correct user.
Version: 5.5    Build: 1.15    Release Date: 12/16/2019     Type: Misc     View All Features in Build
Activated beta testing support for ACT! for Web version 22.
Version: 5.5    Build: 1.14    Release Date: 12/13/2019     Type: Misc     View All Features in Build
For Ingram Micro customers in the Netherlands, increased TransactionClassifier to 2.0 for Pricing & Availability calls.
Version: 5.5    Build: 1.14    Release Date: 12/13/2019     Type: New     View All Features in Build
For QuoteValet users, when a quote that has been uploaded to QuoteValet is accepted, an SMS text message can be sent to the notification user (typically the sales rep) in addition to the acceptance notification email. On the Misc.General tab of the Tools->My Preferences menu you can set the threshold amount of when a text message will be sent using the "On acceptance of Quote over X amount, send SMS (QuoteValet only)" option. The default is $10,000. This is useful for getting instant notification on the acceptance of larger quotes that you might want to react more quickly to. If you set this to 0, then no text notification will be sent.
Version: 5.5    Build: 1.12    Release Date: 11/20/2019     Type: New     View All Features in Build
ACT! version 22 is now supported!
Version: 5.5    Build: 1.11    Release Date: 11/15/2019     Type: Fix     View All Features in Build
On the Custom Tab of the Quote WorkBook the CustomMemo01, CustomMemo02, CustomMemo03, and CustomMemo04 fields were being truncated at 255 characters.
Version: 5.5    Build: 1.10    Release Date: 11/13/2019     Type: Fix     View All Features in Build
When a Required Item was set as recurring, AND the option to "Link quantity to parent item" was set, the contract dates was defaulting to "Specify dates" instead of "Use contract dates from document".
Version: 5.5    Build: 1.10    Release Date: 11/13/2019     Type: Misc     View All Features in Build
The Tools->Refresh item w/Best Pricing feature, was improved to a handle more combinations of availability of local database with or without realtime and also Etilize vendor sourcing caching. Also, for each vendor selected in the best price action, an entry will be written into the notification log showing the price found and the vendor part number used.
Version: 5.5    Build: 1.08    Release Date: 11/07/2019     Type: Fix     View All Features in Build
For Sage 50 Accounting US Edition (Peachtree) users, when creating an item definition in Peachtree, and passing it the correct TaxType number, Peachtree adds 1 to the TaxType. We now subtract 1 from the TaxType that we pass Peachtree to accommodate this issue.
Version: 5.5    Build: 1.08    Release Date: 11/07/2019     Type: Fix     View All Features in Build
For Act! users, when the 'Use Profit Amount vs Sale Amount in Sales Opportunity' option was set, the Sale Amount was still being written into Act! Opportunity.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: Fix     View All Features in Build
On the Open Document window the Contact drop down list was not filtering out Contact names from documents the logged in user did not have rights to view.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: Fix     View All Features in Build
For ConnectWise Manage users that use ConnectWise Manage as a Secondary CRM, when exporting to ConnectWise, would sometimes receive 'Error (91) Object variable or With block variable not set' followed by 'error: Linked contact record id not found' on the window.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: Fix     View All Features in Build
For MS CRM users, installations that use a comma as a decimal separator were getting an invalid Actual Revenue value when a quote was converted to an order in QuoteWerks and the Opportunity was completed in MS CRM.
Version: 5.5    Build: 1.07    Release Date: 11/5/2019     Type: Fix     View All Features in Build
For Salesforce.com users, manufacturer part numbers with a line return at the end would be created as a duplicate product in salesforce.
Version: 5.5    Build: 1.07    Release Date: 11/5/2019     Type: Fix     View All Features in Build
For QuoteValet Mobile users, issue when selecting Autotask Contacts. It worked the first time but then only selects that same contact no matter what other seraches were performed. Posted live September 10, 2019.
Version: 5.5    Build: 1.07    Release Date: 11/5/2019     Type: Fix     View All Features in Build
For Maximizer users, the display contact in contact manager button on the Sold to / Ship to tab was not showing the contact.
Version: 5.5    Build: 1.07    Release Date: 11/5/2019     Type: Fix     View All Features in Build
For Act! users, when saving an Act! Activity to an Act! Opportunity, the Associate With field on the Activity did not have a reference to the Act! Opportunity.
Version: 5.5    Build: 1.07    Release Date: 11/5/2019     Type: Fix     View All Features in Build
For Act! users, when renaming the document or changing the DocNo, if an opportunity for this document existed in Act!, the Opportunity Name in Act! was updated and should not have been since you maybe have linked QuoteWerks to an existing Opportunity in Act! and did not want QuoteWerks automatically updating the Act! Opportunity Name.
Version: 5.5    Build: 1.07    Release Date: 11/5/2019     Type: Fix     View All Features in Build
For users of the new "X" License Key for monthly and annual subscription pricing for QuoteWerks, the accounting links were not being activated.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: New     View All Features in Build
On the Inbox tab of the QuoteValet Dashboard the "Show activity" checkbox will now remember the setting per user.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: New     View All Features in Build
For ConnectWise Manage users that use ConnectWise Manage as a Secondary CRM, when exporting to ConnectWise, there is now a 'Remove Link' button. This is useful if you need to change the ConnectWise Manage Contact that the document it linked to.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: New     View All Features in Build
For Autotask users, a new DataLink macro was added for retrieving the contact. The Contact->&TaxRate macro will retrieve the tax rate based off the contact's account's TaxRegionID.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: New     View All Features in Build
For Autotask users, bi-directional Data Linking is now supported for the Autotask Quote Items. Field information can be copied from QuoteWerks into the Autotask Quote Item and then fields can also be copied from the Autotask Quote Item into QuoteWerks. This happens when QuoteWerks creates or updates an Autotask Quote. This can be done on the Opportunity Item level with the EventAction of "CRMOppItem_CreateUpdate".
Version: 5.5    Build: 1.07    Release Date: 11/5/2019     Type: New     View All Features in Build
For Autotask users, when creating or updating an Autotask quote, the Sold To, Bill To, and Ship To addresses will now be populated and linked to the associated contact(s) in Autotask. This functionality can be disabled in the Settings Manager, byval setting SystemSettings\Autotask\DontSetSoldToContactInQuote=-1 SystemSettings\Autotask\DontSetShipToContactInQuote=-1 SystemSettings\Autotask\DontSetBillToContactInQuote=-1
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: New     View All Features in Build
For Salesforce.com users, QuoteWerks can now create/update a follow up call that is attached to the Salesforce.com Opportunity and appears under the Open Activities section of the Opportunity.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: New     View All Features in Build
When using the Tools->Refresh item w/Best Pricing feature, if the Vendor being compared existed as a Product database and also as a realtime pricing source, QuoteWerks would look in the product database searching by manufacturer part number to find the Vendor Part Number to use when performing the realtime pricing lookup. If that manufacturer part number was not found in the product database (probably because the product database data was older), then QuoteWerks would not attempt to get realtime pricing from the vendor even though realtime pricing was available. If this item had been added to the quote using Etilize and Vendor Sourcing information was cached for that item, that information will now be looked at first and used if a vendor part number for that vendor is found.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: New     View All Features in Build
Added new &DI_&LineNumberActualPadded field. Useful for the DataLink CRMOppItem_CreateUpdate event. Act! does not respect the order in which line items are written into the Act! Opportunity, so with this feature, you can map this macro to a custom text field in the Act! Opportunity Line item and then when viewing the Act! Opportunity in Act! you can click on the column heading to sort by the line number.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: New     View All Features in Build
For Act! users, the Opportunity name max length on the Opportunity window in QuoteWerks now matches the customized length (if you have customized the length of this field in Act!). Previously this field length was always hard coded to the default 64 characters.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: New     View All Features in Build
For Act! users, there is now an option "When creating CRM records, set the Owner to" on the Act! Setup window that let's you choose "QuoteWerks Logged In User (mapped to Act! UserName)" or "QuoteWerks Sales Rep (mapped to Act! UserName)". If you choose the QuoteWerks SalesRep option, then you need to make sure you specify the Act! UserName for each Sales Rep under that Sales Rep's User Preferences window. This feature is really useful when you have one person that prepares quotes for a sales rep, so the preparer is logged into QuoteWerks and Act!, but you want to create opportunities and schedule calls for the Sales Rep, not the Preparer.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: New     View All Features in Build
For Act! users, when creating the Act! Opportunity, you can now choose the Record Manager for the Opportunity.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: New     View All Features in Build
For Act! users, there is now an option to choose if you want the DTF file attachment to be attached to the Act! Contact or Opportunity record. This setting is on the Attachments tab of the Act! Setup window.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: New     View All Features in Build
For Act! users, there is now an option to choose if you want the Act! Activity that QuoteWerks creates to be attached to the Act! Contact or Opportunity record. This setting is on the Activities tab of the Act! Setup window.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: New     View All Features in Build
On the Misc tab of Tools->Options, there is now a "Follow Up Call Regarding" in the CRM Defaults frame. You can use macros here to control the text that is automatically generated for the Regarding field of a CRM activity. The default is now "&DH_DocName (#&DH_DocNo)". Currently this feature is only implemented for Act!.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: New     View All Features in Build
You can now search the QuoteWerks Contact Database by First Name.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: New     View All Features in Build
For QuoteValet users, added new "Do not send view notifications if viewed from these IP address(s):" option on the Activity Notifications tab of the QuoteValet Setup window. Use this to enter a comma separated list of IP addresses. This is useful to prevent view notifications from being triggered by your own internal email scanning systems that follow all links in an email and erroneously trigger customer view notifications.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: New     View All Features in Build
Multi-Factor Authentication is now supported by QuoteWerks Web. This is setup on the Login tab of the User Properties window. It currently supports a text message method and will send the authentication text message to the QuoteWerks User's Mobile number as specified on the Personal tab of the user's Tools->My Preferences menu.
Version: 5.4    Build: 7.12    Release Date: 08/23/2019     Type: Fix     View All Features in Build
For Act! users, a runtime error 13 would occur when clicking on the Test button on the Contact Manager tab of the Tools->My Preferences menu.
Version: 5.4    Build: 8    Release Date: 08/28/2019     Type: Fix     View All Features in Build
For Act! users, a runtime error 13 would occur when clicking on the Test button on the Contact Manager tab of the Tools->My Preferences menu.
Version: 5.4    Build: 7.11    Release Date: 08/23/2019     Type: New     View All Features in Build
For QuickBooks Online users, when exporting items to QuickBooks Online there is now a QuickBooks ItemName auto-generation feature. In the simplest scenario you can setup the link to just use a QuoteWerks part number like the Manufacturer field as the QuickBooks ItemName. As a starting point, the value from a specified field like the QuoteWerks ManufacturerPartNumber field is used. The auto-generation feature will allow for more than this when the InternalPartNumber or any CustomTextxx field is selected as the mapped field. This new auto-generation feature will allow for many scenarios of use, including the ability to maintain your own proprietary part numbers in QuickBooks and pull them from QuickBooks using the product data source link. You can even use the Etilize functionality in combination with your own proprietary parts in QuickBooks. There are 2 auto-generation options. With "Do not auto-generate", when exporting items to QuickBooks, if the mapped field is empty, this will stop and force you to specify your proprietary part number and re-export. If you pulled the part from QuickBooks, it will already have your proprietary part number from QuickBooks. This is useful when you have custom part numbers that are not based on any field or combination of fields. With "Do not auto-generate", when exporting items to QuickBooks, if the mapped field is empty, then you will be forced to manually specify an ItemName before proceeding. This is used when using your own proprietary part numbers. With "Auto-generate using macro:", when exporting items to QuickBooks, instead of just using a simple field value like the ManufacturerPartNumber to become the QuickBooks ItemName, you can choose to have the QuickBooks ItemName auto-generated using a macro like &DI_ItemType:&DI_ManufacturerPartNumber.
Version: 5.4    Build: 7.11    Release Date: 08/23/2019     Type: New     View All Features in Build
For QuickBooks Online users, QuoteWerks Macro fields can now be used for the Customer Message and Memo fields when creating Estimates, Invoices, and Sales Receipts. This is configured on the Transaction tab of the QuickBooks Online Settings window.
Version: 5.4    Build: 7.10    Release Date: 8/9/2019     Type: Fix     View All Features in Build
For MS CRM users, searching for a MS CRM contact on the QuoteWerks Lookup window with a space in the name would not return the search result if you include the space in the search.
Version: 5.4    Build: 7.10    Release Date: 8/9/2019     Type: Fix     View All Features in Build
For Act! users, the date field shortcut keys were added back to the Opportunity window.
Version: 5.4    Build: 7.10    Release Date: 8/9/2019     Type: Fix     View All Features in Build
For Act! users, the estimated close date was not being updated on re-saved Opportunities.
Version: 5.4    Build: 7.06    Release Date: 8/5/2019     Type: Fix     View All Features in Build
For Act! users, updating old Act! Opportunities could cause an record id was blank error message to appear.
Version: 5.4    Build: 7.06    Release Date: 08/05/2019     Type: New     View All Features in Build
For Act! users, when creating/updating the Act! Activity, the regarding field can now be changed on the activity window.
Version: 5.4    Build: 7.03    Release Date: 7/24/2019     Type: Fix     View All Features in Build
When sending an email with Portuguese characters (or similar), the characters would not be properly displayed in the received email and the attachments could become corrupted. Issue was introduced in v5.4 build 6.01.
Version: 5.4    Build: 7.03    Release Date: 7/24/2019     Type: Fix     View All Features in Build
For Maximizer CRM users, retrieving the User Access URL from the User Preferences Contact Manager screen in QuoteWerks was not showing the correct URL for United Kingdom Maximizer CRM users.
Version: 5.4    Build: 7.03    Release Date: 7/24/2019     Type: Fix     View All Features in Build
For SYNNEX online ordering users, when checking on the status of an order if the SYNNEX POS service was not activated by SYNNEX, QuoteWerks would not display that error message from SYNNEX.
Version: 5.4    Build: 7.03    Release Date: 7/24/2019     Type: Fix     View All Features in Build
For ACT! users, the ForecastProbability setting was not being set as the default probability for new opportunities
Version: 5.4    Build: 7.03    Release Date: 7/24/2019     Type: Fix     View All Features in Build
For Autotask users, loading an Autotask products from the QuoteWerks Product Lookup window could cause an error if the product URLs were longer than 255 characters.
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For ConnectWise Manage Users, in the Settings Manager, you can set SystemSettings\ConnectWise\DontSetShipToContactInOpportunity=-1 AND SystemSettings\ConnectWise\DontSetBillToContactInOpportunity=-1. When set, QuoteWerks will not copy the ShipTo/BillTo from the Quote into the ConnectWise Opportunity. Instead, the ConnectWise Opportunity will use the ShipTo/BillTo default addresses specified in ConnectWise.
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For ACT! users, we've added incremental auto migration of old data. Linking ACT! activities (Calls/Meetings/To-dos) to the ACT! opportunity instead of the ACT! contact and also linking the DTF file attachment to the ACT! Opportunity instead of the ACT! Contact is a major change. For all the existing quotes that have their Calls, Meetings, To-dos, and Attachments linked to the ACT! Contact, when you open the quote in QuoteWerks and choose to create/update these, QuoteWerks will find the existing records (by name), including the Opportunity and move them to all be under the same opportunity. In this process, their record ids will be saved into the quote so that they will no longer be linked using their name.
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For Act! users, when choosing a secondary contact to pull into the quote, the DataLink is now supported.
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For ACT! users, when selecting a secondary contact, if no company, phone, fax, or country was specified for the secondary contact, these fields will be filled in with data from the main contact record.
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For ACT! users, the contact search window now allows you to do a "Begins with" or "Contains" search for ACT! Contacts.
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For ACT! users, To-dos that QuoteWerks creates in ACT! can now be renamed at any time inside of ACT!. The ACT! To-do will be located using a record id instead of the name.
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For ACT! users, Meetings that QuoteWerks creates in ACT! can now be renamed at any time inside of ACT!. The ACT! Meeting will be located using a record id instead of the name.
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For ACT! users, Calls that QuoteWerks creates in ACT! can now be renamed at any time inside of ACT!. The ACT! Call will be located using a record id instead of the name.
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For ACT! users, Opportunities that QuoteWerks creates in ACT! can now be renamed at any time inside of ACT!. The ACT! Opportunity will be located using a record id instead of the name.
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For ACT! users, you can now create a new ACT! Contact record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from ACT!. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature.
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For ACT! users, bi-directional Data Linking is now supported for the ACT! Opportunity Items. Field information can be copied from QuoteWerks into the ACT! Opportunity Item and then fields can also be copied from the ACT! Opportunity Item into QuoteWerks. This happens when QuoteWerks creates or updates an ACT! Opportunity. This can be done on the Opportunity Item level with the EventAction of "CRMOppItem_CreateUpdate".
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For ACT! users, bi-directional Data Linking is now supported for the ACT! Opportunity Header. Field information can be copied from QuoteWerks into the ACT! Opportunity and then fields can also be copied from the ACT! Opportunity into QuoteWerks. This happens when QuoteWerks creates or updates an ACT! Opportunity. This can be done on the Opportunity level with the EventAction of "CRMOppHeader_CreateUpdate".
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For ACT! users, when creating/updating an ACT! Opportunity, there is now an Attachments tab on the Opportunity window that you can use to manually attach other files to the ACT! opportunity that QuoteWerk is creating/updating.
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For ACT! users, you can now set defaults for priority, ring alarm, duration, and details that are used when QuoteWerks creates ACT! calls, meetings, and to-dos.
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For ACT! users, quotes can now be linked to an existing ACT! opportunity, rather than you always having to create a new opportunity in ACT!
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For ACT! users, when ACT! linked document DTF attachments are created, they are linked to the ACT! Opportunity not the contact.
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For ACT! users, when ACT! activities (Calls/Meetings/To-dos) are created, they are linked to the ACT! Opportunity not the contact.
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For ACT! users, you can now integrate with the running instance of ACT!, or you can specify the ACT! database PAD file and credentials to integrate with ACT even when it is not running.
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
For ACT! users, we've completely re-engineered the ACT! Desktop integration, adding many new capabilities that have been requested by the ACT! community. In this process, we have discontinued support for ACT! 2005, 2006, 2007, 2008, and 2009. QuoteWerks now integrates with ACT! 2010 and higher.
Version: 5.4    Build: 7.03    Release Date: 07/24/2019     Type: New     View All Features in Build
QuoteWerks licenses (Standard/Professional/Corporate/Real-time) have traditionally been sold as an upfront one-time purchase with maintenance paid annually on those licenses. QuoteWerks now offers an optional subscription based model were you can pay monthly or annually to use QuoteWerks (also known as Software-as-a-Service or SaaS). In QuoteWerks you will enter an "X" License Key that will then be used to contact the QuoteWerks licensing server to obtain the licensing details.
Version: 5.4    Build: 6.01    Release Date: 05/15/2019     Type: Fix     View All Features in Build
When submitting an electronic order with Amazon Business that had multiple line items on the Purchase Order, the order would appear to be submitted successfully, but the order would not actually be placed with Amazon Business.
Version: 5.4    Build: 6.01    Release Date: 05/15/2019     Type: Fix     View All Features in Build
If the Access right "CannotManuallyModifyFieldValue:DI_ManufacturerPartNumber" was set, and you tried to change any other column value on the Document Items grid would incorrectly receive the error saying you did not have the rights to change the column value.
Version: 5.4    Build: 6.01    Release Date: 05/15/2019     Type: Fix     View All Features in Build
For MS CRM users, when when loading opportunity window, if a field contained an apostrophe character, the opportunity window would freeze.
Version: 5.4    Build: 6.01    Release Date: 05/15/2019     Type: New     View All Features in Build
For QuoteValet users, added new Activity Notifications under the Activity Notifications tab in the QuoteValet setup under the QuoteValet tab of the Tools->Options menu. For the QuoteValet events "Customer Intends to Pay", "Payment Failed", "Comment Posted by Customer", "Comment Posted by Sales Rep" and "Expired Quote Viewed".In addition to the sales rep receiving these email notifications, you can specify additional users/email addresses to receive a CC or BCC of the notification. This is especially useful for keeping the accounting department and sales managers in the loop.
Version: 5.4    Build: 4.08    Release Date: 04/26/2019     Type: Fix     View All Features in Build
For Zoho CRM users, contact lookup searches were returning duplicate records.
Version: 5.4    Build: 4.08    Release Date: 04/26/2019     Type: Fix     View All Features in Build
For Zoho CRM users, the name search from the contact lookup window was not returning accounts without a contact.
Version: 5.4    Build: 4.06    Release Date: 04/24/2019     Type: Fix     View All Features in Build
For Zoho CRM users, accounts with an ampersand in the name were not being returned in the contact lookup search window.
Version: 5.4    Build: 4.06    Release Date: 04/24/2019     Type: Fix     View All Features in Build
For Zoho CRM users, contact lookup searches were not displaying contacts that were not associated with accounts.
Version: 5.4    Build: 4.06    Release Date: 04/24/2019     Type: Fix     View All Features in Build
For Zoho CRM users, error when several results were being returned for a contact lookup search.
Version: 5.4    Build: 4.04    Release Date: 04/22/2019     Type: Fix     View All Features in Build
For Zoho CRM users, if a contact is pulled in from Zoho CRM, then you cleared the contact fields, then manually type a value in the fields, the contact record ID is still retained on the quote, and if you save the quote in QuoteWerks, it will write the deal out to the originally pulled in contact.
Version: 5.4    Build: 4    Release Date: 04/03/2019     Type: Fix     View All Features in Build
For Maximizer Desktop users, clicking on the [DataLink Setup] button under Contacts->Setup Contact Manager with Maximizer selected does not open up the DataLink window.
Version: 5.4    Build: 4    Release Date: 04/03/2019     Type: Fix     View All Features in Build
For ConnectWise Manage users, when updating a ConnectWise Manage Activity, the date of the updated activity would sometimes go back one day.
Version: 5.4    Build: 4    Release Date: 04/03/2019     Type: Fix     View All Features in Build
For ConnectWise Manage users, when searching for a ConnectWise Manage contact on the SoldTo/ShipTo tab in QuoteWerks, if the Contact in ConnectWise Manage had an inherited Phone Number or Fax Number, the ConnectWise Manage REST API does not always return the inherited value and the Phone Number would be blank in the results. In these cases, QuoteWerks will now populate the Phone Number and Fax Number from the Contact's Company if these values are empty.
Version: 5.4    Build: 4    Release Date: 04/03/2019     Type: New     View All Features in Build
For ConnectWise Manage users, when searching for a ConnectWise Manage contact on the SoldTo/ShipTo tab in QuoteWerks, you can now search by the Contact's Company's Territory.
Version: 5.4    Build: 3.08    Release Date: 03/19/2019     Type: Fix     View All Features in Build
For MS CRM users, when a Document name contained an ampersand character, when re-saving a quote it would change the "&" to "&".
Version: 5.4    Build: 3.07    Release Date: 03/18/2019     Type: Misc     View All Features in Build
Removed the outdated Utilities->Activity Scheduler menu and window.
Version: 5.4    Build: 3.05    Release Date: 03/12/2019     Type: Fix     View All Features in Build
For users with Outlook set as the Contact Manager, if the Advanced Outlook Features were disabled, an error would be displayed saying that you must first associate the quote with a contact to attach a file.
Version: 5.4    Build: 3.05    Release Date: 03/12/2019     Type: Fix     View All Features in Build
For ConnectWise Manage Users, when creating a new timeless Activity from QuoteWerks, the ConnectWise Manage API would apply a random time range and reminder. To get around this issue, we now make a second call to clear this.
Version: 5.4    Build: 3.05    Release Date: 03/12/2019     Type: Fix     View All Features in Build
Updated the SYNNEX Sys_SYNNEX.dbt file to increase the ManufacturerPartNumber length from 30 to 40. To apply this change, you will need to remove the SYNNEX product data source and then re-add it.
Version: 5.4    Build: 3.05    Release Date: 03/12/2019     Type: Misc     View All Features in Build
For Autotask users, when QuoteWerks creates Account Notes in Autotask for the QuoteWerks Web URL or QuoteValet SalesRep URL, the Account Note Action Type will now always be "Opportunity Update". Depending on the Autotask setup, the Action Type may have been set as "Call" prior to this update.
Version: 5.4    Build: 3.05    Release Date: 03/12/2019     Type: New     View All Features in Build
For Outlook users, when using the DataLink for more than one DataLink field, the contact record would be searched for repeatedly for each field, now the record is searched for once and all the fields are retrieved from it.
Version: 5.4    Build: 3.05    Release Date: 03/12/2019     Type: New     View All Features in Build
There is a new "Documents Bar" on the main QuoteWerks window. Each open document is represented on this Documents Bar. When you click on the "bar button" it will bring that document to focus. If you have lots of open documents, you will get little arrows on the right to pan through them. You can also use CTRL-TAB to cycle through the list of open documents, and also use the Window->Tile and Window->Cascade menus to interact with the open documents.
Version: 5.4    Build: 3.05    Release Date: 03/12/2019     Type: New     View All Features in Build
In ConnectWise Manage 2018.4 and higher, the ManufacturerPartNumber field length for Catalog Items (Products) was increased in ConnectWise from 30 characters to 50 characters. The ManufacturerPartNumber field length in QuoteWerks is 40 characters. when QuoteWerks creates new Catalog Items (Products) in ConnectWise Manage, the Manufacturer Part Number will be populated with the QuoteWerks 40 character ManufacturerPartNumber. Of note, the QuickBooks Item Name field length is 31 characters.
Version: 5.4    Build: 3.05    Release Date: 03/12/2019     Type: New     View All Features in Build
Zoho CRM integration! The integration with Zoho CRM includes the ability to search for contacts, create/update Deals, and upload quote attachments to Zoho CRM. DataLink is supported. You can attach files to the Zoho Deal from the PDF Preview window, the Links tab, and the Print window. There is a button on the SoldTo/ShipTo tab to display the contact in Zoho CRM, and also a link on the links tab that you can click to view the Zoho Deal in Zoho CRM. Additionally, emails sent from QuoteWerks are logged in Zoho CRM history. The Professional or Corporate Edition of QuoteWerks is required to integrate with Zoho CRM.
Version: 5.4    Build: 2.07    Release Date: 02/05/2019     Type: Misc     View All Features in Build
Sunsetting notice was implemented for users of ACT! desktop versions 2005, 2006, 2007, 2008, and 2009.
Version: 5.4    Build: 2.02    Release Date: 01/29/2019     Type: Fix     View All Features in Build
For MS CRM users, some accounts in the Lookup MS CRM contact window were returning email addresses with "</emailaddress>" added to the end.
Version: 5.4    Build: 2.02    Release Date: 01/29/2019     Type: Fix     View All Features in Build
For ConnectWise Manage users, when creating a ConnectWise Manage Opportunity, the default Opportunity Name was truncated to 50 characters. This has been increased to 100 characters.
Version: 5.4    Build: 2.02    Release Date: 01/29/2019     Type: Misc     View All Features in Build
Activated Beta testing support for Maximizer CRM 17.1
Version: 5.4    Build: 2.02    Release Date: 01/29/2019     Type: Misc     View All Features in Build
Activated beta testing support for SugarCRM 8.3
Version: 5.4    Build: 2.02    Release Date: 01/29/2019     Type: New     View All Features in Build
On the Inbox tab of the QuoteValet Dashboard there is now a "Show activity" checkbox. If you know you will be dismissing multiple notifications, or just don't need to see the activity detail, you can uncheck this box and it will speed up the operation significantly.
Version: 5.4    Build: 2.02    Release Date: 01/29/2019     Type: New     View All Features in Build
On the Purchase Orders tab of the Purchasing window, when holding down SHIFT and clicking on a Serial Number, you now have two options: Edit and Delete/UnReceive. If the Serial Number was just manually added and was not received, the Serial Number will be deleted, if the Serial Number was added as a result of receiving the item, then and UnReceive process will be initiated. This is a manual override process and will not undo the overall ReceivedOn, LineStatus, or CRM integration actions.
Version: 5.4    Build: 2.02    Release Date: 01/29/2019     Type: New     View All Features in Build
For SugarCRM (Enterprise) users, when writing SugarCRM opportunity Line Items, you can specify a QuoteWerks macro or part number generation option for auto-generating a value for the "Revenue Line Item name", for example, &DI_ManufacturerPartNumber.
Version: 5.4    Build: 2.02    Release Date: 01/29/2019     Type: New     View All Features in Build
For Product Content Subscribers in the United States, added support for a new Product Data Source - Amazon. You can Search Amazon from within QuoteWerks and see the Amazon Price, List, Description, Picture, if the item is prime, and more. Being able to search Amazon directly, rather than indirectly through the "Etilize" search is a major improvement because if you know you just want to search Amazon it is a faster search than running an Etilize search, and it will find all matching parts on Amazon even if they do not have a Manufacturer and Manufacturer part number which is required when doing the Etilize search in order to find the parts on Amazon.
Version: 5.4    Build: 1.17    Release Date: 12/7/2018     Type: New     View All Features in Build
ACT! for Web version 21 is now supported! For ACT! v21 users, Swiftpage made a, non-backwards compatible, breaking change to the ACT! API. As a result, the DTF file attachment used to launch the document in QuoteWerks will be duplicated each time the quote is manually saved. ACT! has been made aware of this issue and we are awaiting a resolution from ACT!
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: Misc     View All Features in Build
Activated beta testing support for ACT! for Web version 21.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: Fix     View All Features in Build
For QuickBooks Desktop users, would receive error "Creation of ReceivePayment item in QuickBooks failed...QuickBooks error message: Transaction not in balance." when a payment was received that was less than the total amount of the invoice.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: Fix     View All Features in Build
For MS CRM users, the actual revenue and actual closing date fields were not being populated in version 9.0
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: Fix     View All Features in Build
On the General tab of the Edit Product window, the "Hide Quantity" checkbox was actually getting loaded with the "Hide Quantity" selection from the Simple Labor tab.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: Fix     View All Features in Build
For ConnectWise Manage users, when retrieving a contact from ConnectWise Manage, Inactive sites would be returned and selectable.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: Fix     View All Features in Build
Error "The Field Name 'AttributesCustom' specified in the DocumentItemsReturnFieldArrayIndex() function was not found". This field was removed from the database, but on a fresh installation the field would exist. The fix was applied to fresh installations. Existing installations will need to manually remove the field DocumentItems.AttributesCustom or re-run the v5.3 build 4.00 conversion by resetting your siteboot.ini Version=5.3 and Build=3.00 and re-running the install. Please contact technical support for assistance.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: Misc     View All Features in Build
The number of characters you can type into a numeric grid cell on the Quote WorkBook was increased from 10 to 12 characters. Allowing for a number as larger as 999,999,999.99 to be entered.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: Misc     View All Features in Build
With the addition of the new Edit->Find menu the menu shortcut key combination of CTRL-F now activates the Edit->Find menu instead of the Edit->Select Special menu.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: New     View All Features in Build
For ConnectWise Manage users, when setting up the DataLink for Retrieving SoldTo, ShipTo, or BillTo contacts, the Custom Field Names will now be returned for both the Company and Contact to map. Previous to this change, you would need to manually type in the custom field name in the datalink setup.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: New     View All Features in Build
For ConnectWise Manage Users, on the My Summary tab of the QuoteValet Dashboard, when clicking on the "Create Quote for ConnectWise Opportunity", the ShipTo and Bill To Contact Address Information from the Opportunity will be brought over to the new QuoteWerks Document. This functionality requires a contact for each to be specified.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: New     View All Features in Build
For ConnectWise Manage Users, when clicking on the Quote Button in the ConnectWise Manage Opportunity to create a new Quote in QuoteWerks, the ShipTo and Bill To Contact Address Information from the Opportunity will be brought over to the new QuoteWerks Document. This functionality requires a contact for each to be specified.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: New     View All Features in Build
For QuoteValet users, the ability to receive email notifications indicating the total number of times a customer has viewed the quote is now available. Contact Technical Support to activate this feature.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: New     View All Features in Build
Added the Manufacturer field to the POItems table which can now also be used when emailing POs from the Purchasing window.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: New     View All Features in Build
For QuickBooks Online users, when searching for a QuickBooks Online Item from the QuoteWerks Product Lookup by Manufacturer Part Number, results will be returned by both the QuickBooks Item MFG Part number and the Item Name.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: New     View All Features in Build
For ConnectWise Manage users, the DataLink can now copy information from QuoteWerks into ConnectWise Manage opportunity fields when QuoteWerks creates or updates a ConnectWise Manage opportunity. This can be done on the opportunity level with the EventAction of "CRMOppHeader_CreateUpdate". Information can also be copied at the line item level when QuoteWerks is creating/updating ConnectWise Manage opportunity product items using the EventAction of "CRMOppItem_CreateUpdate". The DataLink is bi-directional so after the Opportunity is created/updated in ConnectWise Manage you can setup a DataLink mapping to copy information from the ConnectWise Manage opportunity back into the QuoteWerks quote for fields at the opportunity level. This functionality also is available when creating a new QuoteWerks quote from a ConnectWise Opportunity via the QuoteWerks Opportunity Dashboard or via the Quote button on the ConnectWise Manage Opportunity. As an example, At the Opportunity Item level, this new functionality enables you to control what QuoteWerks Line item field is mapped to the ConnectWise Manage Description and Customer Description fields. While At the Opportunity Header Level, this new functionality enables you to populate the ConnectWise Manage Opportunity Notes field from a QuoteWerks field and also exposes the Opportunity Custom Fields to be mapped as well.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: New     View All Features in Build
For MS CRM users, the DataLink now retrieves a list of all the Contacts, Accounts, and Opportunities fields available from MS CRM.
Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: New     View All Features in Build
ACT! version 21 is now supported! For ACT! v21 users, Swiftpage made a, non-backwards compatible, breaking change to the ACT! API. As a result, the DTF file attachment used to launch the document in QuoteWerks will be duplicated each time the quote is manually saved. ACT! has been made aware of this issue and we are awaiting a resolution from ACT!
Version: 5.3    Build: 6.06    Release Date: 09/10/2018     Type: Fix     View All Features in Build
For ConnectWise Manager users, when writing products to a ConnectWise opportunity, if the field that linked to the ConnectWise Product ID (like the manufacturer part number), contained a double quote character, then an error would occur and no line items would be written to the ConnectWise Opportunity.
Version: 5.3    Build: 6.06    Release Date: 09/10/2018     Type: Fix     View All Features in Build
For ConnectWise Manage users, when using ConnectWise Manage as a Product Source, the "Contains" search for Manufacturer Part Number would return not return any results.
Version: 5.3    Build: 6.06    Release Date: 09/10/2018     Type: Fix     View All Features in Build
For QuickBooks Online users, the selection for the "Transaction Bill To Mapping" was not remembered or used. Only "QuoteWerks Document SoldTo" would be used regardless of the option selected.
Version: 5.3    Build: 6.06    Release Date: 09/10/2018     Type: Misc     View All Features in Build
For Ingram Micro customers in Belgium, increased TransactionClassifier to 2.0 in P&A calls.
Version: 5.3    Build: 6.06    Release Date: 09/10/2018     Type: Misc     View All Features in Build
The Access database site.mdb is now automatically compacted daily when the last user exits QuoteWerks. Before the compact operation a backup of site.mdb is made to site.bak
Version: 5.3    Build: 6.06    Release Date: 09/10/2018     Type: Misc     View All Features in Build
Medic utility improvements. Increased the size of the db maintenance window and added better logging and status display. The file size column was standardized on MB for easy file size comparison. Also if Access mdb file is 200Mb or bigger, it will now tell you to use Microsoft Access itself to repair and compact. Select All and De-Select all buttons were added.
Version: 5.3    Build: 6.06    Release Date: 09/10/2018     Type: New     View All Features in Build
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.
Version: 5.3    Build: 6.06    Release Date: 09/10/2018     Type: New     View All Features in Build
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.
Version: 5.3    Build: 6.06    Release Date: 09/10/2018     Type: New     View All Features in Build
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.
Version: 5.3    Build: 5.07    Release Date: 08/08/2018     Type: Fix     View All Features in Build
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.
Version: 5.3    Build: 5.07    Release Date: 08/08/2018     Type: Fix     View All Features in Build
For SugarCRM users, some html characters were not being encoded correctly when doing a Lookup contact search.
Version: 5.3    Build: 5.03    Release Date: 7/24/2018     Type: Fix     View All Features in Build
For Maximizer CRM users, typing in non numerical text into the Contact Lookup search when a Phone number search was selected, was returning results.
Version: 5.3    Build: 5.02    Release Date: 7/23/2018     Type: Fix     View All Features in Build
For Autotask users, when updating an existing opportunity with a different contact, a new opportunity was being created.
Version: 5.3    Build: 5.02    Release Date: 7/23/2018     Type: Fix     View All Features in Build
For Salesforce users, when updating an existing opportunity with a different contact, a new opportunity was being created.
Version: 5.3    Build: 5.02    Release Date: 7/23/2018     Type: Fix     View All Features in Build
For Maximizer CRM users, when updating an existing opportunity with a different contact, a new opportunity was being created.
Version: 5.3    Build: 5.02    Release Date: 7/23/2018     Type: Fix     View All Features in Build
For Maximizer CRM users, the Id field being saved for an opportunity or contact is now in the format of ID{TAB}Number.
Version: 5.3    Build: 5.02    Release Date: 7/23/2018     Type: Misc     View All Features in Build
Activated beta testing support for SugarCRM 8.1
Version: 5.3    Build: 5.02    Release Date: 07/23/2018     Type: New     View All Features in Build
For Maximizer CRM users, doing a large Lookup contact search is over 380% faster.
Version: 5.3    Build: 5.01    Release Date: 07/16/2018     Type: Fix     View All Features in Build
For QuoteValet users the document activity could display "Unknown Activity-> Activity Type '104' unknown." for an IntendsToPay payment activity.
Version: 5.3    Build: 5.01    Release Date: 07/16/2018     Type: Misc     View All Features in Build
Activated beta testing support for Sage 50 Accounting 2019 (Peachtree)
Version: 5.3    Build: 5.01    Release Date: 07/16/2018     Type: Misc     View All Features in Build
Activated beta testing support for QuickBooks 2019
Version: 5.3    Build: 5    Release Date: 08/09/2018     Type: Fix     View All Features in Build
For Maximizer CRM Live users, when searching for contacts, the result count was incorrect.
Version: 5.3    Build: 5    Release Date: 08/09/2018     Type: Fix     View All Features in Build
For Maximizer CRM Live users, in certain cases duplicate results would result when doing a Contact Search.
Version: 5.3    Build: 5    Release Date: 08/09/2018     Type: Fix     View All Features in Build
For API users, the AfterSaveDocumentEx event was not correctly passing the iSaveAction.
Version: 5.3    Build: 5    Release Date: 08/09/2018     Type: Fix     View All Features in Build
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.
Version: 5.3    Build: 4.09    Release Date: 6/14/2018     Type: Fix     View All Features in Build
Error Method 'ItemData' of object '_DCombobox' failed, if clicking on plus or minus button on Activity Notifications tab of the QuoteValet Setup if there were no items in the list.
Version: 5.3    Build: 4.09    Release Date: 06/14/2018     Type: New     View All Features in Build
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.
Version: 5.3    Build: 4.08    Release Date: 06/13/2018     Type: Fix     View All Features in Build
On a Formula line item when setting the formula "percent of a line item in the document", the ManufacturerPartNumber was being used as the "where" field no matter what the selection was.
Version: 5.3    Build: 4.06    Release Date: 06/11/2018     Type: Fix     View All Features in Build
For ConnectWise users, Inactive service boards were available when creating or updating ConnectWise Tickets. The ConnectWise API changed the property that indicated a service board was inactive.
Version: 5.3    Build: 4.06    Release Date: 06/11/2018     Type: New     View All Features in Build
On Product Lookup window, for ManufacturerPartNumber search, added new "Contains" search option.
Version: 5.3    Build: 4.06    Release Date: 06/11/2018     Type: Fix     View All Features in Build
For SugarCRM users, notes used to go to both Contact & account, now they just go to either account or contact depending on which was chosen.
Version: 5.3    Build: 4.06    Release Date: 06/11/2018     Type: Fix     View All Features in Build
For SugarCRM users, calls used to show up on both the contact and the account when scheduled.
Version: 5.3    Build: 4.06    Release Date: 06/11/2018     Type: Fix     View All Features in Build
For SugarCRM users, when pulling in a contact, the account is not shown in the lookup window.
Version: 5.3    Build: 4.06    Release Date: 06/11/2018     Type: Fix     View All Features in Build
For SugarCRM users, account contacts when checked and searching by Account Name would not show in search.
Version: 5.3    Build: 4.06    Release Date: 06/11/2018     Type: Fix     View All Features in Build
For SugarCRM users, test button on Contact Manager Setup window did not validate the url correctly.
Version: 5.3    Build: 4    Release Date: 06/11/2018     Type: Fix     View All Features in Build
For salesforce.com users, you could select a contact that was not associated with an account on the Lookup Salesforce contact window. You are no longer allowed to do that since opportunities require an Account.
Version: 5.3    Build: 4    Release Date: 06/11/2018     Type: Fix     View All Features in Build
For SugarCRM users, opportunities require an Account, so now if you select a Contact that was not associated with an Account on the Lookup SugarCRM contact window you will be alerted that you cannot do that.
Version: 5.3    Build: 4    Release Date: 06/11/2018     Type: Fix     View All Features in Build
For SugarCRM users, if a contact without an account was selected from the Lookup SugarCRM contact window, follow up calls and linked documents were unable to be created.
Version: 5.3    Build: 4    Release Date: 06/11/2018     Type: Fix     View All Features in Build
For Maximizer CRM Live users, duplicate items would appear in the Contact Search.
Version: 5.3    Build: 4    Release Date: 6/11/2018     Type: Fix     View All Features in Build
When the Misc Access right of CannotModifyFieldValue:DI_ManufacturerPartNumber was set, clicking on the drop down list in the cell on the grid could still result in the data being changed. Now, the drop down list is not visible when this right is set.
Version: 5.3    Build: 4    Release Date: 06/11/2018     Type: Misc     View All Features in Build
When the Contact Lookup window is displayed, the text search box now has focus. This was added for Outlook, Act, GoldMine, QuickBooks, Salesforce.com, and SalesLogix.
Version: 5.3    Build: 4    Release Date: 06/11/2018     Type: New     View All Features in Build
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.
Version: 5.3    Build: 4    Release Date: 06/11/2018     Type: New     View All Features in Build
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.
Version: 5.3    Build: 4    Release Date: 06/11/2018     Type: New     View All Features in Build
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.
Version: 5.3    Build: 3.14    Release Date: 4/5/2018     Type: Fix     View All Features in Build
Salesforce: sObject type 'AccountContactRelation' is not supported error was being displayed when doing a Contact Search if "Allow users to relate a contact to multiple accounts" under "Contacts to Multiple Accounts Settings" was not checked in the salesforce.com integration.
Version: 5.3    Build: 3.10    Release Date: 03/21/2018     Type: New     View All Features in Build
On the Groups tab of the User Maintenance window, there is now a "Show Inactive Users" checkbox.
Version: 5.3    Build: 3.09    Release Date: 3/20/2018     Type: Fix     View All Features in Build
For Maximizer Desktop users, the contact lookup drop down list was not populating.
Version: 5.3    Build: 3.07    Release Date: 3/16/2018     Type: Fix     View All Features in Build
When installing QuoteWerks the empty product database actually contained the sample product database products.
Version: 5.3    Build: 3.07    Release Date: 3/16/2018     Type: Fix     View All Features in Build
For Autotask users, would receive error when an InActive item was added to a quote through QuoteWerks and the quote was saved.
Version: 5.3    Build: 3.07    Release Date: 03/16/2018     Type: New     View All Features in Build
For salesforce.com users, the contact search now supports Related Contacts.
Version: 5.3    Build: 3.01    Release Date: 03/09/2018     Type: Fix     View All Features in Build
On the Purchasing window when using the Etilize panel, if all documents had been closed would receive message "GetActiveSheet() Error: There are no workbooks open!"
Version: 5.3    Build: 3.01    Release Date: 03/09/2018     Type: Fix     View All Features in Build
For SugarCRM users, when searching for a contact, the column settings were not being saved.
Version: 5.3    Build: 3.01    Release Date: 03/09/2018     Type: Fix     View All Features in Build
The sample contact record for the QuoteWerks contact database that comes in a fresh installation of QuoteWerks had an empty RecGUID.
Version: 5.3    Build: 3.01    Release Date: 03/09/2018     Type: Fix     View All Features in Build
For users that use ConnectWise not as a primary CRM, the integration options were not visible after linking the contact to ConnectWise.
Version: 5.3    Build: 3.01    Release Date: 03/09/2018     Type: Fix     View All Features in Build
Would receive error "Error in SystemSetting_Set() SectionName cannot be longer than 50 chars!". Field size has been increased to 100 characters for SystemSettings, SiteSettings, and UserSettings.
Version: 5.3    Build: 3.01    Release Date: 03/09/2018     Type: Fix     View All Features in Build
On the Templates tab of the QuoteValet Setup window, the Template HTML text box can now handle more than 65,535 characters.
Version: 5.3    Build: 3.01    Release Date: 03/09/2018     Type: New     View All Features in Build
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".
Version: 5.3    Build: 3.01    Release Date: 03/09/2018     Type: New     View All Features in Build
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.
Version: 5.3    Build: 2.02    Release Date: 1/23/2018     Type: Fix     View All Features in Build
When looking up a contact under Contacts->Lookup with QuoteWerks selected as the Contact Manager and you click the User for [All] option, the contact lookup window was not closing.
Version: 5.3    Build: 2.02    Release Date: 1/23/2018     Type: Fix     View All Features in Build
When repairing/compacting .mdb database files in the Medic Utility would receive "WARNING: This QuoteWerks Security file cannot be Repaired/Compacted because it is password protected by QuoteWerks.". The security.mdb file is now compacted.
Version: 5.3    Build: 2.02    Release Date: 1/23/2018     Type: Misc     View All Features in Build
Activated beta testing support for InforCRM 8.4
Version: 5.3    Build: 2.02    Release Date: 01/23/2018     Type: New     View All Features in Build
On the Print window you can now multi-select the print selections for actions like [Move Up], [Move Down], [Remove], and [View].
Version: 5.3    Build: 1.14    Release Date: 12/18/2017     Type: Fix     View All Features in Build
For Autotask users, when creating a purchase order in Autotask, QuoteWerks would return an error stating there were no active warehouse locations when only one warehouse location exists in Autotask. The purchase order would not be created.
Version: 5.3    Build: 1.14    Release Date: 12/18/2017     Type: Misc     View All Features in Build
For Dell Premier Partners that place Dell Orders via QuoteWerks, the Ship To Email Address max length on the order has been increased from 30 characters to 255 characters.
Version: 5.3    Build: 1.12    Release Date: 12/07/2017     Type: New     View All Features in Build
When looking up a contact under Contacts->Lookup and you click the User for [All] option, the contact lookup window will now close.
Version: 5.3    Build: 1.11    Release Date: 12/06/2017     Type: New     View All Features in Build
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.
Version: 5.3    Build: 1.08    Release Date: 12/04/2017     Type: New     View All Features in Build
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
Version: 5.3    Build: 1.07    Release Date: 11/30/2017     Type: New     View All Features in Build
ACT! for Web version 20 is now supported!
Version: 5.3    Build: 1.06    Release Date: 11/29/2017     Type: Fix     View All Features in Build
For QuoteValet users, when a customer selects options on QuoteValet that changes the quote total, if integrated with a CRM, the DTF file and Linked document attachment will be updated in the CRM, and you will be prompted to update the CRM opportunity if a CRM Opportunity has been created for the quote. This applies to ACT!, and ACT! for Web.
Version: 5.3    Build: 1.04    Release Date: 11/27/2017     Type: Fix     View All Features in Build
For Autotask users, when searching Autotask Products, only the first 500 results would be returned from Autotask for the query (including Inactive products that would not be shown). Each Autotask request is limited to 500 results. With this update, the first 50,000 results will be returned with a products search (including Show All).
Version: 5.3    Build: 1.04    Release Date: 11/27/2017     Type: Fix     View All Features in Build
For QuickBooks Online Users, when selecting a tax code to use with QuickBooks Online, active and inactive tax codes would be available to select. Only active tax codes will be shown with this update.
Version: 5.3    Build: 1.04    Release Date: 11/27/2017     Type: Misc     View All Features in Build
For ConnectWise Users, added additional debug information to error messages from ConnectWise regarding inactive items.
Version: 5.3    Build: 1.04    Release Date: 11/27/2017     Type: Misc     View All Features in Build
For ConnectWise Users, when requesting existing ConnectWise Opportunities for a contact, the Statuses of "Lost", "Closed", and "Won" will be filtered from the request if they are closing statuses in ConnectWise. This could increase the speed of the Opportunity request.
Version: 5.3    Build: 1.04    Release Date: 11/27/2017     Type: Misc     View All Features in Build
The PrimaryContacts table used for the built-in QuoteWerks Contact database. Now has a RecGUID text field in addition to the numeric ID field. The RecGUID value is now retrieved into the SoldToCMAccountNo field when a contact is selected for the quote. Previously the numeric ID field would be retrieved into the SoldToCMAccountNo field. All existing numeric ID values have been copied into the new RecGUID field and any new Contacts created or imported will now populate the RecGUID field with a GUID.
Version: 5.3    Build: 1.04    Release Date: 11/27/2017     Type: New     View All Features in Build
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.
Version: 5.3    Build: 1.04    Release Date: 11/27/2017     Type: New     View All Features in Build
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.
Version: 5.3    Build: 1.04    Release Date: 11/27/2017     Type: New     View All Features in Build
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.
Version: 5.3    Build: 1.04    Release Date: 11/27/2017     Type: New     View All Features in Build
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.
Version: 5.3    Build: 1.04    Release Date: 11/27/2017     Type: New     View All Features in Build
For Autotask Users, when saving an Autotask Quote, the eQuote is now set to active.
Version: 5.3    Build: 1.04    Release Date: 11/27/2017     Type: New     View All Features in Build
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.
Version: 5.3    Build: 1.04    Release Date: 11/27/2017     Type: New     View All Features in Build
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.
Version: 5.3    Build: 1.04    Release Date: 11/27/2017     Type: New     View All Features in Build
ACT! version 20 is now supported!
Version: 5.2    Build: 8.19    Release Date: 09/07/2017     Type: Fix     View All Features in Build
For ConnectWise users, when the first or last name of the ConnectWise Member contained parentheses, QuoteWerks would not be able to determine the correct ConnectWise Member ID. Opportunities, Activities, and other integration points where the sales rep name was selected would not be able to be created if the user with parentheses in the name was selected as the sales rep.
Version: 5.2    Build: 8.19    Release Date: 09/07/2017     Type: Fix     View All Features in Build
For ConnectWise users, when attempting to retrieve an existing ConnectWise Activity to update that had a Reminder of "0 minutes", an error would be returned and the Activity would not be available to update in QuoteWerks.
Version: 5.2    Build: 8.19    Release Date: 09/07/2017     Type: New     View All Features in Build
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.
Version: 5.2    Build: 8.19    Release Date: 09/07/2017     Type: New     View All Features in Build
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.
Version: 5.2    Build: 8.18    Release Date: 08/21/2017     Type: Fix     View All Features in Build
For QuickBooks Online users, when the option was set to use the "Document Date" as the transaction date in QuickBooks Online, there were times the date exported would be used incorrectly.
Version: 5.2    Build: 8.18    Release Date: 08/21/2017     Type: Misc     View All Features in Build
For QuickBooks Online users, the maximum search results for products/items and customers/contacts has been increased from 100 to 1000.
Version: 5.2    Build: 8.18    Release Date: 08/21/2017     Type: New     View All Features in Build
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.
Version: 5.2    Build: 8.14    Release Date: 07/18/2017     Type: Fix     View All Features in Build
For ConnectWise users, when requesting quantity on hand for products/catalog items in ConnectWise, there was an issue when there were inactive warehouses. A message would be returned containing: 'Object reference not set to an instance of an object.'
Version: 5.2    Build: 8.12    Release Date: 07/11/2017     Type: Fix     View All Features in Build
For Autotask Users, when updating an Opportunity in Autotask, the error ?Reference value on field: ProductID of type: Product does not exist or is invalid? in ?DLL method: UpdateOpportunityEX()? was received. This was because the default Product in Autotask was disabled in Autotask. This product is required to update an opportunity via the Autotask API. The message returned when attempting to update an opportunity now returns the specific ProductID and the Name for the Product that must be set to Active in Autotask.
Version: 5.2    Build: 8.12    Release Date: 07/11/2017     Type: Fix     View All Features in Build
For ConnectWise users, when searching ConnectWise for products via the QuoteWerks Product Lookup, the Manufacturer Part Number Search was only searching the ProductID. This could cause an issue depending on the mappings. The search will now return results for both the ConnectWise Product ID and Manufacturer Part Number.
Version: 5.2    Build: 8.12    Release Date: 07/11/2017     Type: Fix     View All Features in Build
For ConnectWise users, when creating new catalog items / products in ConnectWise, QuoteWerks was providing ConnectWise with both the SubCategory Name and Subcategory ID via the API. This was causing a problem if there were multiple SubCategories Named the same especially if one was inactive.
Version: 5.2    Build: 8.12    Release Date: 07/11/2017     Type: Fix     View All Features in Build
For ConnectWise users, when creating a new Opportunity in ConnectWise for a company that did not have existing opportunities, a message was displayed "There was an error Retrieving Existing Opportunities for the ConnectWise Contact." After which, a new Opportunity could be created. The Message is no longer displayed.
Version: 5.2    Build: 8.12    Release Date: 07/11/2017     Type: New     View All Features in Build
When documents are deleted, that action is now logged in the event.log, like this: [AuditTrail] John Lewe deleted document 'FLAQ1964' (DocID=3365)
Version: 5.2    Build: 8.12    Release Date: 07/11/2017     Type: New     View All Features in Build
The action of "DocumentDeletedFromQuoteValet" is now added to the Document Audit Trail log.
Version: 5.2    Build: 8.12    Release Date: 07/11/2017     Type: New     View All Features in Build
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.
Version: 5.2    Build: 8.12    Release Date: 07/11/2017     Type: New     View All Features in Build
For ConnectWise users, when retrieving a contact from ConnectWise, QuoteWerks now respects the Contact's Communication Defaults for Phone, Fax, and Email if specified.
Version: 5.2    Build: 8.12    Release Date: 07/11/2017     Type: New     View All Features in Build
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.
Version: 5.2    Build: 8.12    Release Date: 07/11/2017     Type: New     View All Features in Build
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.
Version: 5.2    Build: 6.10    Release Date: 06/12/2017     Type: Fix     View All Features in Build
For ConnectWise users, when linking to an existing Opportunity, Opportunities with Inactive Opportunity Statuses would appear in the selectable list even if the Inactive Status was a Closing Status.
Version: 5.2    Build: 6.10    Release Date: 06/12/2017     Type: Fix     View All Features in Build
For ConnectWise users, on the Create/Update ConnectWise Opportunity window, the Campaign was not sorted and was also showing inactive campaigns.
Version: 5.2    Build: 6.10    Release Date: 06/12/2017     Type: Misc     View All Features in Build
For ConnectWise Users, when creating a ConnectWise Activity, the Activity was only linked to the ConnectWise Contact. New Activities are now linked to both the Contact and the Company
Version: 5.2    Build: 6.07    Release Date: 05/30/2017     Type: Fix     View All Features in Build
For ConnectWise Users, when creating a new ConnectWise Catalog Item, only the Category and Sub Category Names were sent to ConnectWise. This could be an issue if there was an inactive SubCatagory name matching the name provided. ConnectWise would choose the first Subcategory Name matching the name provided regardless if it was inactive or not.
Version: 5.2    Build: 6.07    Release Date: 05/30/2017     Type: New     View All Features in Build
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"
Version: 5.2    Build: 6.07    Release Date: 05/30/2017     Type: Fix     View All Features in Build
For ConnectWise users, when creating/updating a ConnectWise Opportunity and adding recurring products to the opportunity, if the recurring contract End Date was blank, an error would be returned from ConnectWise.
Version: 5.2    Build: 6.07    Release Date: 05/30/2017     Type: Fix     View All Features in Build
For ConnectWise users, when creating/updating a ConnectWise Opportunity and adding products to the opportunity, if the mapped Item ID had a trailing space, when QuoteWerks added a product to a ConnectWise Opportunity, an error would be returned regarding part 0 being flagged INACTIVE in the ConnectWise Products Table.
Version: 5.2    Build: 6.07    Release Date: 05/30/2017     Type: Fix     View All Features in Build
For ConnectWise users, when searching ConnectWise for a contact, QuoteWerks would return the last Email address for the Contact. In some cases, the last email for a contact was the Private Email. The new behavior is to Return the Main Email Address for the contact. If the Main Email Address is blank, the home email address will be used. If the home email address is blank, the Private Email Address will be used.
Version: 5.2    Build: 6.07    Release Date: 05/30/2017     Type: Misc     View All Features in Build
For ConnectWise Users the Sales Rep drop-down on the Create/Update Activity and Opportunity were not sorted Alphabetically.
Version: 5.2    Build: 6.07    Release Date: 05/30/2017     Type: New     View All Features in Build
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.
Version: 5.2    Build: 6.03    Release Date: 05/25/2017     Type: Fix     View All Features in Build
For ConnectWise users, when retrieving Contacts, the Relationship field was retrieved into the Title Field.
Version: 5.2    Build: 6    Release Date: 05/24/2017     Type: Fix     View All Features in Build
In Settings Manager, when editing a KeyName that was over 60 Characters, it creates a new truncated 60-character KeyName rather than updating the existing one.
Version: 5.2    Build: 6    Release Date: 05/24/2017     Type: Fix     View All Features in Build
When creating a PO from the Purchasing window, the ShipToContact name was not getting saved in the PO.
Version: 5.2    Build: 6    Release Date: 05/24/2017     Type: New     View All Features in Build
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.
Version: 5.2    Build: 6    Release Date: 05/24/2017     Type: New     View All Features in Build
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.
Version: 5.2    Build: 6    Release Date: 05/24/2017     Type: New     View All Features in Build
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.
Version: 5.2    Build: 3.13    Release Date: 03/09/2017     Type: Fix     View All Features in Build
For MS CRM users, When MS CRM was setup with multiple organizations, the wrong Organization URL could end up being used. The Organization textbox has been enabled on the MS CRM Contact Setup window.
Version: 5.2    Build: 3    Release Date: 02/14/2017     Type: Fix     View All Features in Build
When using the Paste Special wizard to paste data copied from Excel into the clipboard and row had an unpaired double quote symbol that also was the last character in a column, the data would be truncated.
Version: 5.2    Build: 3    Release Date: 02/14/2017     Type: New     View All Features in Build
For MS CRM users, added field contact->parentcustomerid to the list of available DataLink fields.
Version: 5.2    Build: 2.22    Release Date: 01/26/2017     Type: New     View All Features in Build
For Goldmine users, when using the &Dear field in the DataLink, if you selected a Secondary Contact the DataLink will now grab the Dear value from the Secondary contact.
Version: 5.2    Build: 2.22    Release Date: 01/26/2017     Type: Fix     View All Features in Build
When Misc Access rights are set to prevent a user from manually modifying a field on the document items tab, it was preventing system actions (initiated by a user) like refreshing item details from a product data sources from updating those fields.
Version: 5.2    Build: 2.22    Release Date: 01/26/2017     Type: New     View All Features in Build
On the Open Document window, you can now search the Company and Contact fields by "Begins with", "Contains" and "Ends with".
Version: 5.2    Build: 2.22    Release Date: 01/26/2017     Type: Misc     View All Features in Build
Activated beta testing support for ACT! for Web version 19.
Version: 5.2    Build: 2.22    Release Date: 01/26/2017     Type: New     View All Features in Build
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.
Version: 5.2    Build: 2.22    Release Date: 01/26/2017     Type: New     View All Features in Build
ACT! version 19 is now supported!
Version: 5.2    Build: 1.28    Release Date: 11/08/2016     Type: Fix     View All Features in Build
For salesforce.com users, receiving runtime 13 error when a user was creating an opportunity with lineitems where the Manufacturer Part # was matching multiple products with the same name field in a salesforce.com pricebook.
Version: 5.2    Build: 1.28    Release Date: 11/08/2016     Type: Fix     View All Features in Build
For salesforce.com users, when saving an opportunity would receive error 13 when writing opportunity line items that included a product with a part number that was duplicated in salesforce.com, both with the same part number, but one was active and the other was inactive, would receive error 13.
Version: 5.2    Build: 1.28    Release Date: 11/08/2016     Type: New     View All Features in Build
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"
Version: 5.2    Build: 1.28    Release Date: 11/08/2016     Type: New     View All Features in Build
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.
Version: 5.2    Build: 1.28    Release Date: 11/08/2016     Type: New     View All Features in Build
For API users, the event BeforeSaveDocument(ByVal iSaveAction As Integer, ByRef bCancel as Boolean) now fires for the AutoSave events with an iSaveAction=4.
Version: 5.1    Build: 6.07    Release Date: 07/11/2016     Type: Fix     View All Features in Build
On installations rehosted to SQL many years ago, when v5.1 Build 6.01 - 6.06 was installed, in some cases, would receive error "INIFileName was empty for user..." when starting QuoteWerks. User that install v5.1 Build 6.07 that have not installed build 6.01 - 6.06 will no longer receive this error. Any users that installed v5.1 Build 6.01 - 6.06 that experience this issue will need to contact technical support for assistance.
Version: 5.1    Build: 6.06    Release Date: 07/05/2016     Type: Misc     View All Features in Build
Activated Beta testing support for SalesLogix (Infor CRM) 8.3.
Version: 5.1    Build: 6.03    Release Date: 05/25/2016     Type: Fix     View All Features in Build
For Etilize users, the character +- was being displayed as ±
Version: 5.1    Build: 6.03    Release Date: 05/25/2016     Type: Misc     View All Features in Build
For Autotask users, Autotask increased the length of the Product Description available through the Autotask API from 200 to 2000 characters. This increased has been implemented in QuoteWerks.
Version: 5.1    Build: 6.03    Release Date: 05/25/2016     Type: New     View All Features in Build
For API users, added new DocFunctions.DocumentPrint2 method. This now allows you to take advantage of the new print selections features allowing you to specify the exact order of each print element you want to print. This method is typically used to automate printing the document directly to a printer or initiating the print preview window, etc. For details, please see the updated SDK.
Version: 5.1    Build: 6.03    Release Date: 05/25/2016     Type: New     View All Features in Build
For Product Content Subscribers, there is now a per user "My Favorites" folder under the Etilize Product Source on the Product Lookup. To add products to the "My Favorites" folder, right click on the product in the Etilize Source list and Select "Add Etilize Product to 'My Favorites'". To remove a product from the "My Favorites" list, right click on the product list and select "Remove Etilize Product from 'My Favorites'". These actions can be performed on a product by product basis or by multi-selecting products in the list.
Version: 5.1    Build: 6.03    Release Date: 05/25/2016     Type: New     View All Features in Build
For Product Content Subscribers, in the Paste Special Feature, there is now an option that enables you to update the items to be pasted with Etilize detail such as Description, Weight, Picture and more. In the data that you are pasting, the (Manufacturer and Manufacturer Part Number) or (Vendor and Vendor Part Number) fields must have data in them in order to obtain information about this product from Etilize.
Version: 5.1    Build: 6.03    Release Date: 05/25/2016     Type: New     View All Features in Build
For Product Content Subscribers, on the grid toolbar there is now a "Refresh Etilize Item detail" icon. You can use this to update the selected line items in the Workbook with Etilize detail such as Description, Weight, Picture and more. This is useful when using a non-Etilize data source when adding products to your quote or when importing a Quote from Tech Data or other vendor. In the line item, the (Manufacturer and Manufacturer Part Number) or (Vendor and Vendor Part Number) fields must be filled out in order to obtain information about this product from Etilize.
Version: 5.1    Build: 6.03    Release Date: 5/25/2016     Type: New     View All Features in Build
Effective June 25th, 2016 Salesforce.com now requires all SOAP queries to be sent using the TLS 1.1 protocol. QuoteWerks now supports this. The TLS 1.1 protocol is not available on Windows XP machines, so any users that wish to use QuoteWerks (or any other software) to interact with salesforce.com services will need to be running the software on Windows Vista or higher. Additionally TLS 1.1 requires that the Microsoft .NET framework version 4.5 be installed and Internet Explorer (IE) 11 or higher needs to be installed. In Microsoft Internet Explorer(IE), TLS 1.1 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 v1.1 is checked. For more details visit: https://help.salesforce.com/apex/HTViewSolution?id=000221207
Version: 5.1    Build: 4.33    Release Date: 04/08/2016     Type: Fix     View All Features in Build
For salesforce.com users, if the decimal separator for fractional numbers was a comma, then when updating an opportunity the close probability would be multiplied by 10.
Version: 5.1    Build: 4.21    Release Date: 03/09/2016     Type: Misc     View All Features in Build
When creating a contact in Autotask, the status message was saying "Creating contact in ConnectWise"
Version: 5.1    Build: 4.21    Release Date: 03/09/2016     Type: Fix     View All Features in Build
When using the &LineNumberActual field in a print layout received error "The ValueName '&LineNumberActual' was not found in DHGetEx() or ReturnSystemMacro()
Version: 5.1    Build: 4.21    Release Date: 03/09/2016     Type: Fix     View All Features in Build
Error inserting a document using the File->Insert Document menu. Error in GetDynNumFld, field = LineNumberActual' Error (3265) Item cannot be found in the collection corresponding to the requested name or ordinal. Also error in UI_InitializeWorkBookGrid.
Version: 5.1    Build: 4.21    Release Date: 03/09/2016     Type: New     View All Features in Build
When displaying payment options in the print output, there is now an option to not show the selection brackets like "[ ]" when there is only a single payment option. To activate this, in the site.ini under the [Defaults] section, add the key LeasingPaymentOptionPrefixHideIfSingleOption=-1.
Version: 5.1    Build: 4.21    Release Date: 03/09/2016     Type: New     View All Features in Build
Effective March 11th, 2016 SYNNEX now requires all xml queries to be sent using the TLS 1.1 protocol. QuoteWerks now supports this. The TLS 1.1 protocol is not available on Windows XP machines, so any users that wish to use QuoteWerks (or any other software) to interact with SYNNEX XML services will need to be running the software on Windows Vista or higher. Additionally TLS 1.1 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 1.1 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 v1.1 is checked.
Version: 5.1    Build: 4.14    Release Date: 02/15/2016     Type: Fix     View All Features in Build
For Salesforce.com users, Inactive values for the Opportunity Stage Picklist on the opportunity save window were appearing.
Version: 5.1    Build: 4.14    Release Date: 02/15/2016     Type: Misc     View All Features in Build
Activated Beta testing support for Act for Web v18.
Version: 5.1    Build: 4.14    Release Date: 02/15/2016     Type: New     View All Features in Build
For salesforce.com users, you can now populate the salesforce.com opportunity with the Alternate Currency amount from the quote. This is activated with the site.ini setting, under the [Contact Managers] section, with the key SFOppPricingUseAlternateCurrency=-1.
Version: 5.1    Build: 4    Release Date: 02/03/2016     Type: Fix     View All Features in Build
For GoldMine users, when a record was owned by a Group and the record was completely curtained, QuoteWerks would not return this record in a contact search result even if the logged in user was a member of the Group that owned the record.
Version: 5.1    Build: 4    Release Date: 02/03/2016     Type: Fix     View All Features in Build
For Act for Web users, Error in CreateOrUpdateACTForWebActivity() retrieving Activity Details! Object reference not set to an instance of an object. Issue Introduced in v5.1 Build 2.25.
Version: 5.1    Build: 4    Release Date: 02/03/2016     Type: Fix     View All Features in Build
For Autotask Users, when the Autotask Product Item Name Mapping was not ManufacturerPartNumber, an error could occur when attempting to use an existing Autotask Service Item when creating/updating an Autotask Quote.
Version: 5.1    Build: 4    Release Date: 02/03/2016     Type: Misc     View All Features in Build
The contact import feature is now more robust, it can handle more bad data situations like inconsistent number of columns, mismatched delimiters, etc.
Version: 5.1    Build: 4    Release Date: 02/03/2016     Type: Misc     View All Features in Build
On the Management Reports window double-clicking on a report now runs the [Preview] action instead of the [Edit] action.
Version: 5.1    Build: 4    Release Date: 02/03/2016     Type: Misc     View All Features in Build
Activated Beta testing support for MS CRM v8.0 (2016).
Version: 5.1    Build: 4    Release Date: 02/03/2016     Type: New     View All Features in Build
All the default layouts have been updated to use the new LineNumbering macros DocumentItems.&LineNumber and DocumentItems.&LineNumberActual as needed.
Version: 5.1    Build: 4    Release Date: 02/03/2016     Type: New     View All Features in Build
On the Edit Product window the UI size of the 255 character Notes text box was increased so that you can see and enter all 255 characters.
Version: 5.1    Build: 4    Release Date: 02/03/2016     Type: New     View All Features in Build
For salesforce.com users with multiple currencies activated for Price Books, re-designed how the currency is selected on the Create/Update Opportunity window. Also added some site.ini settings under the [Contact Managers] section. You can add the key "SFPriceBookISOCurrencyCodeList=AUD,NZD,USD,CAD,EUR,GBP" to control which currencies are displayed as choices. You may have 10 price books in salesforce.com but only want to show a couple on the QuoteWerks Opportunity window. You can also set the key "SFOppPriceBookInclusionList=Silver Price List,Gold Price List" to control that. Lastly, if you want the default currency selected for the Opportunity PriceBook to be the Alternate Currency selection in QuoteWerks, you can set the key "SFOppPriceBookCurrencyCodeDefaultToAlternateCurrency=-1"
Version: 5.1    Build: 4    Release Date: 02/03/2016     Type: New     View All Features in Build
LineNumbering feature. There are two new macro fields DocumentItems.&LineNumber and DocumentItems.&LineNumberActual. By default these will not be visible columns. You can make them visible choosing the View->Customize columns menu. They are also available for use in the print layouts. Any lines with the Excluded=Yes or PrintLine=No will automatically not be numbered. In addition you can set the following options on the Print tab of the Tools->Options menu that control which line items are numbered: "Don't number Heading lines, "Don't number Comment lines", "Don't number Empty Comment lines", "Don't number Group Member lines", "Don't number % Charge lines", "Don't number % Discount lines", "Don't number SubTotal lines", "Don't number Running SubTotal lines", and "Don't number Summary lines". The DocumentItems.&LineNumber feature is designed based on the need to uniquely identify a line on the quote primarily for purposes of talking with the customer about it over the phone or by email. The DocumentItems.&LineNumberActual is designed so that you can see the line numbers for each row at the same time, so that there is always a visual indicator displayed for each line so you no longer have to click on a line to see what line number it is.
Version: 5.1    Build: 2.25    Release Date: 12/15/2015     Type: Fix     View All Features in Build
The Auto-Links window was not being populated when QuoteWerks was set up to use MS CRM as the Contact Manager.
Version: 5.1    Build: 2.25    Release Date: 12/15/2015     Type: Fix     View All Features in Build
For Autotask users, Inactive Labor items will no longer be retrieved from Autotask from a Product Lookup search.
Version: 5.1    Build: 2.25    Release Date: 12/15/2015     Type: Misc     View All Features in Build
The Act for Web integration DLL has been upgraded to .NET framework 4.0 and installed to c:\program files\common files\quotewerks.
Version: 5.1    Build: 2.25    Release Date: 12/15/2015     Type: New     View All Features in Build
There are now 3 new options for merging PDF files on the Misc tab of the Tools->My Preferences menu. With the print engine redesign in version 5.1 all of the print elements like Literature, Spec Sheets, File Links, etc are combined into a single PDF file that also contains the quote. When emailing a quote, some users prefer to not combine the Literature, Spec Sheets, and File Links into the actual PDF file that contains the quote itself. We have added the following options to allow for this: "Merge Literature with primary quote PDF", "Merge Spec Sheets with primary quote PDF", "Merge File Link with primary quote PDF".
Version: 5.1    Build: 2.25    Release Date: 12/15/2015     Type: New     View All Features in Build
For Autotask users, there is now a new DataLink option for Account->&AccountManager. This macro will retrieve the Account Manager's name for the specified contact into the designated field. Previously, you could only retrieve the OwnerResourceID field which was a numeric record id for the Account Manager.
Version: 5.1    Build: 2.25    Release Date: 12/15/2015     Type: New     View All Features in Build
For Autotask users, when saving the Quote, you have the ability to create a new Account To-Do. The To-Do can be linked to the Autotask Account, Contact, and/or Opportunity. When saving an existing Quote in QuoteWerks you have the option to up update the existing Account To-Do that was created by QuoteWerks. Autotask Account To-Dos are a great way to set a reminder about the quote you are working on such as a follow-up call.
Version: 5.1    Build: 2.25    Release Date: 12/15/2015     Type: New     View All Features in Build
For Autotask users, you can now create a new Autotask Company and Contact record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from Autotask. Also, the Company field, Contact field, and Phone field must also be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature.
Version: 5.1    Build: 2.25    Release Date: 12/15/2015     Type: New     View All Features in Build
For QuoteValet users, the SalesRep is notified by email the FIRST time a customer views the quote since it was uploaded to QuoteValet. There is now an option to have QuoteValet notify the Sales Rep by email EVERY time the customer views the quote. Contact support to request that option be activated. Posted live Dec-4-2015 10:00am.
Version: 5.1    Build: 2.13    Release Date: 11/30/2015     Type: Fix     View All Features in Build
When using the Reporting option to export to a CSV file, quotation characters (character #34) are now doubled up.
Version: 5.1    Build: 2.06    Release Date: 11/18/2015     Type: Fix     View All Features in Build
When Word merging, if an "items" section used a CustomText or ItemType identifier that contained non-alpha numeric characters or if the casing did not match, macro fields for the section would remain after the merge. This issue was introduced in v5.1 Build 1
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Fix     View All Features in Build
On the select email address window, the list of QuoteWerks Users email addresses no longer include Inactive users.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Fix     View All Features in Build
If a user has been set as Inactive, and that user is listed as an Approver or Escalated approver, the user was still being included as a recipient when an email request for approval was sent out.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Fix     View All Features in Build
For MS CRM users, On the SoldTo/ShipTo tab of the Quote WorkBook, clicking on the "Display Contact in Contact Manager" button would not work for MS CRM 4.0 users.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Fix     View All Features in Build
For MS CRM users, when saving a quote and choosing to update an existing MS CRM opportunity, if the MS CRM opportunity was created initially with a certain contact and then in QuoteWerks you changed the SoldtoContact, and then chose the option to Create/Update the MS CRM opportunity, the MS CRM opportunity was not getting updated to reflect the new SoldToContact associated with the MS CRM opportunity.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Fix     View All Features in Build
For ConnectWise users, the Create Contact Button on the Sold To / Ship To Tab would return error "Error 438, object doesn't support this property or method."
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Fix     View All Features in Build
Westcoast users, retrieving Pricing and Availability with a part number that contained non-alpha numeric characters like #, an error would be returned.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Fix     View All Features in Build
If the "ProfitAmount Option vs the Sale Amount" was enabled in a CRM that supported the feature and then the user switched CRMs to Autotask or ConnectWise, the numbers in QuoteWerks would not match Autotask/ConnectWise as the Profit was being sent instead of the actual sale amount.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Fix     View All Features in Build
For Autotask users, QuoteWerks used the a Product's Manufacturer Part Number to determine if a new product needed to be created in Autotask. QuoteWerks now uses the Autotask Item Name to determine if a new product needs to be created.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Misc     View All Features in Build
Beta support activated for SugarCRM 7.6.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Misc     View All Features in Build
Beta support activated for Outlook 2016.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: New     View All Features in Build
For Product Content Subscribers, there is a [Remove 0 Availability] button on the Etilize Product Comparison window. After retrieving Pricing and Availability from your distributors, click on this button to remove all results in the Product Comparison that do not availability from at least one of the distributors found by Etilize and the PartLocator. While this feature is very useful, it is important to note, that some distributors will show 0 physical warehouse availability, but would be able to drop ship direct from the manufacturer.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: New     View All Features in Build
The Datalink feature now enables you to configure mappings when retrieving Ship To and Bill To Contacts from your contact manager. Previously, you were limited to only when retrieving the Sold To Contact. This feature is useful if you store Tax Rate information in your CRM under ship to contacts vs your SoldTo contacts as it can now be retrieved when your Ship To contact is added to the QuoteWerks document. This new mapping can be used in so many ways including copying and information from ShipTo or BillTo contact fields in your CRM into a CustomText field in QuoteWerks, effectively filling out numerous fields in the quote with the successive selection of SoldTo, ShipTo, and BillTo contacts.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: New     View All Features in Build
On the Purchase Orders list on Purchase Orders tab of the Purchasing window there is now a "Cancel PO..." right click menu. This is useful to indicate that an order has been canceled. This does not actually cancel an order with a distributor.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: New     View All Features in Build
On the PO Items list on Purchase Orders tab of the Purchasing window there is now a "Change ShipVia..." right click menu. This is useful for changing this if the user made a mistake on a manual PO when initially specifying the ShipVia. This is also useful for specifying the ShipVia for electronically placed orders for situations when the PO item is being drop shipped directly by the manufacturer since you usually do not receive that information back from the distributor. Currently the only ShipVia options are "UPS Ground,FedEx Ground,FedEx Standard Overnight" since those are the ShipVia values that QuoteWerks generates shipping tracking URLs for.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: New     View All Features in Build
For Corporate Edition users, you can now create custom menu items under Tools->Customize Menus that run VBS VBScript files. This enables you to write code to perform actions on the currently open quote when selecting custom menu options. For example, you can create a new Edit->Round Prices by ItemType menu and then have it run VBScript code in the specified file which will perform that action. You can create many different custom menus to perform unique different actions on the quote based on your needs rather than the same script running every time for every quote (like the Event driven scripting). In the script you will have access to the API Application object and other objects. For a complete list of available objects, please see the QuoteWerks API SDK. Additionally, We offer professional services to assist in the writing of these scripts.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: New     View All Features in Build
For MS CRM users, you can now create a new MS CRM Company record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from MS CRM. Also, the Company field and Contact field must both be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: New     View All Features in Build
When a document requires an approval before an action can be performed, there is now a new Misc Access security right "NonMasterRightsUser_CanOverrideApprovalRequirement" that can be assigned to any users that you want to give the authority to be able to override the required approval.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: New     View All Features in Build
Salesforce.com integration re-written to use newer SOAP API. Now salesforce.com custom fields listed in the DataLink mappings will show the actual field names with the "__c" postfix rather than field ids. When this update is installed, it will require that you re-setup any DataLink mappings that mapped data to or from a salesforce.com custom field to use their new "__c" name.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: New     View All Features in Build
In June 2015 Google has discontinued the API QuoteWerks (and other apps) used to query Google contacts. Google contacts integration was re-written to use Google's new API.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: New     View All Features in Build
Autosave feature. Autosave will save the quote to the database about every 2 minutes as triggered by activity. Since AutoSave is automatic and inline while you are composing your quote, AutoSave quickly saves the quote to the database, but does not save changes to the CRM or to QuoteValet since those take much longer. When you do a full save you will be prompted to update your CRM and QuoteValet. Also when a quote is closed that was only AutoSaved, you will be prompted to do a full save. If the currently open quote has never been saved you will be prompted to save the quote, after which auto-saves will then continue automatically without further input. AutoSave can be enabled per user by checking the "Enable AutoSave" checkbox on the Misc tab of the Tools->My Preferences menu.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: New     View All Features in Build
ACT! for Web version 17 is now supported!
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: New     View All Features in Build
ACT! version 18 is now supported!
Version: 5.0    Build: 4.44    Release Date: 07/09/2015     Type: New     View All Features in Build
The SoldToContact column now displayed in the Open Document window grid.
Version: 5.0    Build: 4.40    Release Date: 06/01/2015     Type: Fix     View All Features in Build
For ConnectWise users selecting a contact and selecting from multiple address locations, the address selected by default was improperly just selecting the last entry in the list.
Version: 5.0    Build: 4.40    Release Date: 06/01/2015     Type: Fix     View All Features in Build
The QuoteWerks contact database has always allowed duplicate company names to be entered. The new feature to create a Company/Contact record in the QuoteWerks contact database from the SoldTo/ShipTo tab was not allowing duplicate company names to be created in the QuoteWerks contact database.
Version: 5.0    Build: 4.30    Release Date: 05/21/2015     Type: Fix     View All Features in Build
When adding a product to a bundle would receive error "Error .listindex=-1 in ReturnActiveFolderTextProperty"
Version: 5.0    Build: 4.30    Release Date: 05/21/2015     Type: Misc     View All Features in Build
Beta support activated for MS CRM v7.1 (2015 update 1)
Version: 5.0    Build: 4.19    Release Date: 05/15/2015     Type: Fix     View All Features in Build
For MS CRM users, Maximizer users, and SugarCRM users the "display secondary contacts" or "Display account contacts" checkbox was not working. This issue was introduced in build 4.00 as a result of preparation for QuoteWerks Web.
Version: 5.0    Build: 4.15    Release Date: 05/07/2015     Type: Fix     View All Features in Build
For MS CRM users, Maximizer users, and SugarCRM users the "display secondary contacts" or "Display account contacts" checkbox was not working. This issue was introduced in build 4.00 as a result of preparation for QuoteWerks Web.
Version: 5.0    Build: 4.09    Release Date: 04/20/2015     Type: Fix     View All Features in Build
For multiple product database searches when choosing to use a result that was from a native product database, the record ID would be truncated at 4 characters resulting in selecting the wrong product to use or not finding a match at all.
Version: 5.0    Build: 4.09    Release Date: 04/20/2015     Type: Fix     View All Features in Build
For ConnectWise users in a region where the date format that does not start with Month (m-d-yyyy), and specifically if the Windows date format is set to YYYY-MM-DD, the "Time Stamp" button on the "Create/Update Follow up Activity" window was using the wrong date format.
Version: 5.0    Build: 4.09    Release Date: 04/20/2015     Type: Fix     View All Features in Build
For ConnectWise users, products with multi-line descriptions could end up with extra Carriage return characters.
Version: 5.0    Build: 4.09    Release Date: 04/20/2015     Type: Fix     View All Features in Build
For salesforce.com users when creating a new account/contact in salesforce.com from QuoteWerks, the ContactID was getting associated with the quote instead of the CompanyID.
Version: 5.0    Build: 4.09    Release Date: 04/20/2015     Type: Fix     View All Features in Build
Would receive run-time error 5 invalid procedure call. This could happen when choosing File->Open or other activities where an empty F2Lookup value was encountered. This would only happen when data was corrupted.
Version: 5.0    Build: 4.09    Release Date: 04/20/2015     Type: Fix     View All Features in Build
When selecting multiple line items for operations like Edit->Apply Price modifier, the all the changes performed in that single action can now be removed with a single UNDO level.
Version: 5.0    Build: 4.09    Release Date: 04/20/2015     Type: Misc     View All Features in Build
Activated beta testing support for ACT! for Web version 17.
Version: 5.0    Build: 4.09    Release Date: 04/20/2015     Type: Misc     View All Features in Build
The 15 year old ACT! version 4.05/5.0 and 6.0 integration has been removed.
Version: 5.0    Build: 4.09    Release Date: 04/20/2015     Type: New     View All Features in Build
Etilize Product Comparison window. The QuoteWerks Product Content subscription now supports side-by-side comparison of Etilize items. From the Etilize panel you click [Compare] which will load the item into this window. You can compare up to 15 items at the same time (limited by monitor size). The compare displays all the attributes of each item in a table format. There is an option to "Highlight Product Differences" making it easy to pin point differences between the items. On this Compare window, you can also see all the prices and availability for all the items for all the distributors at the same time empowering you with all the information needed to make the best choice for your needs. The pricing & availability on the Etilize Compare Window uses the new parallel processing of real-time requests to fulfill 45 price requests in 3 seconds. Similar to the Etilize panel you can click the distributor part number to view the item on the distributor website, any part numbers found by the PartLocator will be displayed with bulls-eye icon next to it, and the lowest cost for each item is indicated in green. You can also select an individual item and display the Etilize panel giving you access to more detailed warehouse availability and also the consumer pricing. Also on the Compare window is a [Add PDF to Links Tab] button which will create a PDF file of the Product Feature comparison table (not including pricing) and add it to the Links tab. As with the Etilize Spec Sheet PDF, this PDF obeys the option to not include the ManufacturerPartNumber if that option is set.
Version: 5.0    Build: 4.09    Release Date: 04/20/2015     Type: New     View All Features in Build
The Etilize search capabilities have been significantly improved. After doing the initial search, you can now drill down by selecting Category, Manufacturer, and Product Feature attributes to narrow down the results of your search. For example, when searching for a laptop, you can narrow the Etilize results by selecting the screen size, RAM, Hard Drive size, etc.
Version: 5.0    Build: 2    Release Date: 01/23/2015     Type: Misc     View All Features in Build
Activated Beta support for ConnectWise 2015.3.
Version: 5.0    Build: 2    Release Date: 01/23/2015     Type: New     View All Features in Build
When using QuoteWerks as the contact manager, in the DataLink you can now retrieve the Company and Title fields value from the QuoteWerks contact database record.
Version: 5.0    Build: 2    Release Date: 01/23/2015     Type: New     View All Features in Build
On the open Document window, the Item search field name drop down now displays the customized column name in addition to the actual field name. The Item search field name drop down was also updated for the Tools-> Find quoted item.
Version: 5.0    Build: 1.46    Release Date: 01/20/2015     Type: New     View All Features in Build
The Open Document window has been re-designed to have a single search panel area with shortcuts that apply common search criteria to the search fields. You can now also search by the PreparedBy field. The Document type search choices now include "Active Quotes, Quotes, Orders, Invoices, "All". The search "shortcuts" are "MyActiveQuotes", "MyDocuments", "MyRecentDocuments", "AllActiveQuotes", "AllDocuments", and "AllRecentDocuments". Each user can set their preferred default under the Misc tab of the Tools-> My Preferences menu, "Document Search Default". You can also press the ENTER key in any of the manual input search fields to run the search. All other fields selections run the search immediately upon the selection change. Some new date ranges of "Last 30 days", "Last 60 days", and "last 90 days" were also added.
Version: 5.0    Build: 1.43    Release Date: 01/06/2015     Type: Fix     View All Features in Build
On the Active Quotes panel, if you had a document open, and you have the user preference set to "Auto display Active Quotes Panel", and you closed the Active Quotes panel, and then you saved the document, the Active Quotes panel would re-open.
Version: 5.0    Build: 1.43    Release Date: 01/06/2015     Type: Fix     View All Features in Build
When changing an item attribute, sales tax amount, and others on a document that had multiple formula lines and summary lines it could take a long time for the action to complete.
Version: 5.0    Build: 1.43    Release Date: 01/06/2015     Type: Fix     View All Features in Build
For QuickBooks users, the creation and updating of Customers and Jobs has been enhanced allowing for better support of using QuickBooks as the contact manager and selecting a CustomerJob like "Aspire Technologies:Server Upgrade". Previously QuoteWerks attempted to update the Job's address fields with the CustomerJob name like "Aspire Technologies:Server Upgrade" which depending upon the combined length of the customer and job would be larger than the QuickBooks 41 character address line causing an issue. Now it will just use the Customer portion of the CustomerJob combination. When the "If the customer does exist=Update" option is set, then if the quote refers to a job then the job will be updated, not the customer. If the quote refers directly to a customer (not a job), then the customer information will be updated.
Version: 5.0    Build: 1.43    Release Date: 01/06/2015     Type: Misc     View All Features in Build
Activated beta testing support for MS CRM 2015.
Version: 5.0    Build: 1.43    Release Date: 01/06/2015     Type: New     View All Features in Build
You can now use the command line to import contacts. Use the command line option, for example, /i:standardcontactimport.cit
Version: 5.0    Build: 1.43    Release Date: 01/06/2015     Type: New     View All Features in Build
Added "Disable ManufacturerPartNumber Dropdown list" option under the Installation tab of the Tools->Options menu. This will prevent the dropdown list from appearing in the ManufacturerPartNumber column on the Document Items grid. This is used for customers that have product databases that are so large (15,000 products or more), this feature is not really useful and since it takes 12 seconds or more for the list to appear it is better just to disable it.
Version: 5.0    Build: 1.43    Release Date: 01/06/2015     Type: New     View All Features in Build
For QuickBooks users added option to export to QuickBooks using the QuoteWerks document BillTo fields vs the SoldTo fields. If this option is set, then when exporting the document to QuickBooks as an invoice/estimate/salesOrder, it will map the QuoteWerks BillTo fields as the CustomerJob in QuickBooks. This "Transaction BillTo mapping" option is set on the Mappings.General subtab under the Quickbooks Setup window.
Version: 5.0    Build: 1.18    Release Date: 12/12/2014     Type: Misc     View All Features in Build
The Tip of the day is no longer a modal window which interfered with API interactions, it is a top most non-modal window now.
Version: 5.0    Build: 1.18    Release Date: 12/12/2014     Type: Misc     View All Features in Build
Activated beta testing support for SugarCRM 7.5.
Version: 5.0    Build: 1.18    Release Date: 12/12/2014     Type: New     View All Features in Build
On the Active Quotes Panel an "[R]" indicator will appear after the document number to indicate there are revisions related to this document. You can then open the document and choose the View->Document Revisions menu to see all the revisions.
Version: 5.0    Build: 1.09    Release Date: 12/09/2014     Type: Fix     View All Features in Build
For ConnectWise users in a region where the date format that does not start with Month (m-d-yyyy), the "Time Stamp" button on the "Create/Update Follow up Activity" window now obeys the date format starting with the Day (d-m-yyyy).
Version: 5.0    Build: 1.06    Release Date: 11/20/2014     Type: Fix     View All Features in Build
For ACT! 2010 and higher users, when updating a QuoteWerks installation or when running nsetup.exe on a Windows 7 (64-bit) or higher, the older ACT! 2005-2009 link was getting installed. When trying to use the ACT integration in QuoteWerks would receive the error message "Error:One or more of the files required for the ACT! 2005 (or higher) integration is missing.
Version: 5.0    Build: 1    Release Date: 11/07/2014     Type: Fix     View All Features in Build
if you installed a fresh install of QuoteWerks v4.7 build 1 or higher, then the DH.DepositMethodData field will only have been 80 chars. It needs to be 255 chars. This would cause problems and display an error when calculating the DepositAmount based on a line item value that had a ManufacturerPartNumber larger than 20 characters. If you already had a version of QuoteWerks installed prior to updating to QuoteWerks v4.7 Build, then the existing database would have been correctly upgraded to the proper 255 char size.
Version: 5.0    Build: 1    Release Date: 11/07/2014     Type: Misc     View All Features in Build
Support for the Knowtia contact manager has been removed.
Version: 5.0    Build: 1    Release Date: 11/07/2014     Type: New     View All Features in Build
For ConnectWise 2015.1 and higher users, on the SoldTo/ShipTo tab there is now a button you can click that will open the selected ConnectWise contact in ConnectWise.
Version: 5.0    Build: 1    Release Date: 11/07/2014     Type: New     View All Features in Build
QuoteWerks URL redirector. The web browser "quotewerks:" protocol handler is a great way to automate QuoteWerks actions from a web browser hyperlink. Not following standards, some CRMs have started requiring that all custom URL hyperlinks start with "http://" or "https://". To address this, we now have a QuoteWerks URL redirector. Instead of starting the URL with "quotewerks://quotebutton?" you can now instead use "https://www.qwcontent.com/QuoteWerksURLProtocolRedirector.aspx?RedirectorAction=quotebutton"
Version: 5.0    Build: 1    Release Date: 11/07/2014     Type: New     View All Features in Build
For ConnectWise 2015.1 and higher users, on the SoldTo/ShipTo tab there is now a button you can click that will open the selected ConnectWise contact in ConnectWise.
Version: 5.0    Build: 1    Release Date: 11/07/2014     Type: New     View All Features in Build
Auto-Links feature on the Links tab. Use dynamically generated auto-links to quickly navigate to entities linked to your quote like contacts, opportunities, tickets, and activities. Especially useful for tickets since QuoteWerks may generate for example, 5 tickets, in your PSA and now you can quickly navigate to them using QuoteWerks. Examples of links are: Links to view the SoldTo, ShipTo, and BillTo contacts in Act! for Web, Autotask, ConnectWise, GoldMine, MS CRM, and salesforce.com. Links to view the opportunity in salesforce.com, MS CRM, and Autotask. Links to view the call activity in MS CRM. Links to view the tickets in ConnectWise. In ConnectWise 2015.1 and higher, links to view the contact, activity, and opportunity.
Version: 5.0    Build: 1    Release Date: 11/07/2014     Type: New     View All Features in Build
QuoteWerks now has built-in lease payment calculation support. You can very easily offer your customer the option to lease the quote. QuoteWerks makes it effortless to give the customer multiple lease choices such as 12 months, 36 months, FMV purchase, $1 buyout, 0/1 upfront payment, etc. As the quote total changes, the lease payments automatically re-calculate! All leasing companies are supported, simply enter your leasing companies lease rate factor data into QuoteWerks. When quote is delivered using QuoteValet, as the customer changes options, the lease payments are automatically re-calculated to reflect the new quote total. Through QuoteValet the customer can choose to purchase the quote outright or can choose a leasing option. There are many options, such as whether or not to include sales tax or not.
Version: 4.9    Build: 10.22    Release Date: 10/08/2014     Type: Fix     View All Features in Build
For ConnectWise users, under the Contact Manager tab of the Tools->My Preferences menu, clicking on the [Test] button would cause error 428.
Version: 4.9    Build: 10.22    Release Date: 10/08/2014     Type: Misc     View All Features in Build
For QuickBooks users, beta support is activated for version 2015.
Version: 4.9    Build: 10.22    Release Date: 10/08/2014     Type: New     View All Features in Build
Act! version 17 is now supported!
Version: 4.9    Build: 10.18    Release Date: 09/25/2014     Type: Misc     View All Features in Build
Activated beta testing support for ConnectWise 2014.6 beta.
Version: 4.9    Build: 10.18    Release Date: 09/25/2014     Type: New     View All Features in Build
For Goldmine users, looking up secondary contacts on the Contact Search window is now much faster.
Version: 4.9    Build: 10.06    Release Date: 08/29/2014     Type: New     View All Features in Build
For ConnectWise users, when selecting a ConnectWise contact the mobile number is now retrieved into the quote.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For SugarCRM users, every time you saved an opportunity, the DateClosed was subtracted by one day.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
When creating a contact in ConnectWise the new mobile number field is supplied.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
When creating a contact in salesforce.com new mobile number is supplied.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
When using the QuoteWerks contact database, when selecting a contact the mobile number is now retrieved into the quote.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For SalesLogix users, when selecting a SalesLogix contact the mobile number is now retrieved into the quote.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For GoogleContacts users, when selecting a GoogleContacts contact the mobile number is now retrieved into the quote.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For SugarCRM users, when selecting a SugarCRM contact the mobile number is now retrieved into the quote.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For Autotask users, when selecting an Autotask contact the mobile number is now retrieved into the quote.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For Microsoft Dynamics CRM users, when selecting a MS CRM contact the mobile number is now retrieved into the quote.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For salesforce.com users, when selecting a salesforce.com contact the mobile number is now retrieved into the quote.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For QuickBooks 2013 (and higher) users, when selecting a QuickBooks contact the mobile number is now retrieved into the quote.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For Outlook and Outlook BCM users, when selecting a Outlook contact the mobile number is now retrieved into the quote.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For Act! for Web users, when selecting an Act! for Web contact the mobile number is now retrieved into the quote.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For Act! users, when selecting an Act! contact the mobile number is now retrieved into the quote.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
Added support the following macros for Word merging <<&DI_&RecurringRevenueWeekly>>, <<&DI_&RecurringRevenueWeeklyWithTax>>, <<&DI_&RecurringRevenueMonthly>>, <<&DI_&RecurringRevenueMonthlyWithTax>>, <<&DI_&RecurringRevenueQuarterly>>, <<&DI_&RecurringRevenueQuarterlyWithTax>>, <<&DI_&RecurringRevenueAnnual>>, <<&DI_&RecurringRevenueAnnualWithTax>>, <<&DI_&RecurringRevenueWithTax>>, <<&DI_&QtyGroupMemberTotal_Actual>>, <<&DI_&QTYTOTAL_ACTUAL>>, and <<&DI_&QTYGROUPMULTIPLIER_ACTUAL>>.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
When using the QuoteWerks contact database, you can now create a new Company/Contact record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from the QuoteWerks contact database. Also, the Company field and Contact field must both be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For salesforce.com users, you can now create a new salesforce.com Account(Company) record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from salesforce.com. Also, the Company field and Contact field must both be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from salesforce.com. Also, the Company field and Contact field must both be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature.
Version: 4.9    Build: 10.02    Release Date: 08/21/2014     Type: Fix     View All Features in Build
For Google contacts users, when testing the credentials, if there was a credentials error, then no message would be displayed.
Version: 4.9    Build: 10    Release Date: 08/15/2014     Type: Fix     View All Features in Build
When choosing the Lease Factor option on a recurring group, the UnitCost column on the group header line was zeroing out.
Version: 4.9    Build: 10    Release Date: 08/15/2014     Type: Misc     View All Features in Build
Activated beta testing support for ConnectWise 2014.5 beta.
Version: 4.9    Build: 10    Release Date: 08/15/2014     Type: New     View All Features in Build
For API users, the ItemFunctions.FindAndCopyProductIntoSLIBuffer method when searching the Peachtree product list by ManufacturerPartNumber field, now supports new operators of "Begins with", "Ends with", and "Contains", in addition to the originally supported "Equal to" operator.
Version: 4.9    Build: 10    Release Date: 08/15/2014     Type: New     View All Features in Build
For API users, the ItemFunctions.FindAndCopyProductIntoSLIBuffer method when searching the QuickBooks product list by ManufacturerPartNumber field, now supports new operators of "Begins with" and "Ends with", in addition to the originally supported "Equal to" and "Contains" operators.
Version: 4.9    Build: 10    Release Date: 08/15/2014     Type: New     View All Features in Build
The length of the InternalPartNumber field in the product database has been increased from 40 to 255 characters.
Version: 4.9    Build: 10    Release Date: 08/15/2014     Type: New     View All Features in Build
In the PO Item display on the Purchasing window, When right clicking on a PO Item, there is now a "Copy Special" menu. This will copy the Manufacturer Part Number and serial numbers for the item into the Windows Clipboard in the following format: MfgPartNo: F4J91UT456 S/N: 3456346,67767,77687688,5467568,56786579,6896789
Version: 4.9    Build: 10    Release Date: 08/15/2014     Type: New     View All Features in Build
For salesforce.com users, on the SoldTo/ShipTo tab there is now a button you can click that will open the selected salesforce.com contact in salesforce.com
Version: 4.9    Build: 10    Release Date: 08/15/2014     Type: New     View All Features in Build
The Manufacturer Part Number column on the Document Items tab now supports a drop down list of part numbers. When you click on the drop down it will load all the part numbers from the product database that is specified in the vendor column for that line item. If the vendor column is empty, (as it would be for a new line item), then the Product Database selected on the QUICK LOOKUP toolbar will be used. The list will be sorted by Manufacturer Part Number. If you press and hold the SHIFT key while clicking on the drop down list, then only the products that have a Manufacturer Part Number that starts with the value currently in the cell will be displayed.

See a screenshot of this feature
Version: 4.9    Build: 8.07    Release Date: 06/30/2014     Type: Fix     View All Features in Build
For ACT! users, when saving a linked document would receive debug message input box "change regarding". This was introduced in build 8.06.
Version: 4.9    Build: 8.07    Release Date: 06/30/2014     Type: Fix     View All Features in Build
"Error in RecordsetSetDateValue for the field 'ExportedToAccountingOn'" when using the feature to "mark Items Received in QuoteWerks prior to the feature activation".
Version: 4.9    Build: 8.06    Release Date: 06/26/2014     Type: Fix     View All Features in Build
For Goldmine users, in some cases, when displaying the secondary contacts based on the currently displayed GoldMine contact, not all the secondary contacts would display.
Version: 4.9    Build: 8.06    Release Date: 06/26/2014     Type: Fix     View All Features in Build
For salesforce.com users, when testing the credentials from the Contacts->Setup Contact Manager window, the 'Enable SandBox mode' setting was not being applied when testing the credentials. It was applied in all other areas of the integration.
Version: 4.9    Build: 8.06    Release Date: 06/26/2014     Type: New     View All Features in Build
For salesforce.com users, when testing the credentials from the Contacts->Setup Contact Manager window, the success message will now display what salesforce.com instance you are connecting to. For example "na3.salesforce.com".
Version: 4.9    Build: 8    Release Date: 06/05/2014     Type: New     View All Features in Build
For API users, added new Application.DoAction actions of "CallMenuProductsLookup", "CallMenuFilePrint", "CallMenuEditPasteSpecial"
Version: 4.9    Build: 8    Release Date: 06/05/2014     Type: New     View All Features in Build
For QuickBooks ItemReceipt users, there is now a feature so that when you first activate this feature, it will prompt you to mark Items Received in QuoteWerks prior to the feature activation as already exported to QuickBooks. This happens when the "Sync Received Items to QuickBooks" option is checked on the QuickBooks setup screen. If it is already checked, then uncheck it, save, then go back into setup and check it and then click [Ok].
Version: 4.9    Build: 8    Release Date: 06/05/2014     Type: New     View All Features in Build
Recurring Groups now support using an APR or Lease Factor to calculate the monthly payment. Defaults settings for this can be set on the Misc tab of the Tools->Options menu.
Version: 4.9    Build: 8    Release Date: 06/05/2014     Type: New     View All Features in Build
For Act! for Web users, ACT! for Web v16 and 2013 are now supported including on both 64-bit or 32-bit Windows Server OS.
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: Fix     View All Features in Build
For ConnectWise users, when only a single order document was open and the Purchasing window was opened, closing the single document, and then a ConnectWise PO was created, would receive error about GetActiveSheet and invalid property.
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: Fix     View All Features in Build
For Google Contact users, some characters returned by Google Contacts would appear in QuoteWerks improperly.
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: Fix     View All Features in Build
For Product Content Subscribers, some characters in the descriptions returned by Etilize would appear in QuoteWerks improperly.
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: Misc     View All Features in Build
Activated beta testing support for Peachtree 2015
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: Misc     View All Features in Build
Activated beta testing support for ConnectWise 2014.4
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: New     View All Features in Build
For ConnectWise users, you can now create a new ConnectWise Company record from the QuoteWerks SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from ConnectWise. Also, the Company field and Contact field must both be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature.
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: New     View All Features in Build
Added new Tools->Refresh item Details menu. With this you can refresh line item information by re-retrieving field information from the product data source that the item is associated with. The ManufacturerPartNumber field will be used to lookup the product in the product database indicated in the Vendor field. The feature supports multiple-selections enabling you to update multiple line items at the same time. The Refresh item Details window enables you to choose which individual fields you would like to refresh and will remember your selections when updating multiple line items at the same time. The refreshing obeys the same Tools->Options Field Links tab settings use when adding items to the quote. There is also toolbar button above the grid for this Refresh item Details feature.
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: New     View All Features in Build
The DataLink feature has been vastly improved. For salesforce.com users, you can configure the DataLink to copy information from QuoteWerks into salesforce.com opportunity fields when QuoteWerks creates or updates a salesforce.com opportunity. This can be done on the opportunity level with the EventAction of "CRMOppHeader_CreateUpdate". Information can also be copied at the line item level when QuoteWerks is creating/updating salesforce.com opportunity product items using the EventAction of "CRMOppItem_CreateUpdate". The DataLink is bi-directional so after the Opportunity is created/updated in salesforce.com you can setup a DataLink mapping to copy information from the salesforce.com opportunity back into the QuoteWerks quote. This can be done at the opportunity level and also the opportunity product items level enabling you to update QuoteWerks line item columns with information from the salesforce.com opportunity or opportunity product items.
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: New     View All Features in Build
For salesforce.com users, there is an option for writing product details into the salesforce.com opportunity. If the products do not exist in salesforce.com there is an option to create them. There is also an option for Grouped Bundles to only send over the Grouped Bundle header line instead of the individual products. A default Price Book can be set for the salesforce.com opportunities QuoteWerks creates. This opportunity products integration also supports the CRM Product ID partnumber generation feature. To activate this functionality, choose the Contacts->Setup Contact Manager menu, choose salesforce.com, click [Setup], and then check the option to write details.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: Fix     View All Features in Build
If the DataLink has been setup for a CRM, and then the CRM is set to use QuoteWerks instead, when the CRM DataLink field was not found in the QuoteWerks contact database, an error would occur.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: Fix     View All Features in Build
In the E-Mail Template Manager window, when cloning a Snippet, it would actually clone the html from the currently selected template on the Templates tab.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: Fix     View All Features in Build
For ConnectWise users, when pulling contact information into the BillTo or ShipTo fields, the ConnectWise PrimaryAddress/Site would incorrectly be set for the SoldTo contact in the quote. This should only be set when pulling in the SoldTo contact Information.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: Fix     View All Features in Build
For ConnectWise users, when attempting to update an existing activity the user was instead prompted to create a new activity.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: Fix     View All Features in Build
For QuoteValet and product Content users, if Etilize picture file names contained non-standard characters, the picture would be displayed but would not be uploaded to QuoteValet.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: Fix     View All Features in Build
For Autotask users, when searching for Contacts, Products, Services, or Labor, and your search value contained '&', '<', or '>', no results would be returned.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: Misc     View All Features in Build
The Active Quotes Panel now limits the results to only the first 20 active quotes.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
For QuickBooks users, ItemReceipt documents can now be created in QuickBooks. When receiving items in the QuoteWerks Purchasing window, the Receipt is recorded along with the serial number received. When you are finished receiving the items on the Purchasing window you can click the "Sync Received Items to QuickBooks" button. If QuoteWerks created the Purchase Order in QuickBooks for the items being received, then this will create "ItemReceipt without Bill" documents in QuickBooks, receiving the items against the QuickBooks Purchase order that QuoteWerks created in QuickBooks. It will also append the serial numbers to the end of the item descriptions on the ItemReceipt in QuickBooks. To enable the "Sync Received Items to QuickBooks" button you need to check the checkbox "Sync Received Items to QuickBooks" on the Transaction.QuickBooks tab of the QuickBooks setup window. Also on this window, the Purchase Order Integration must be set to QuickBooks. This feature requires (Corporate Edition) or (Professional Edition + Realtime module).
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
CRMProductID Auto-Generation feature. In the simplest scenario you can setup the link to just use a QuoteWerks part number like the Manufacturer field as the CRM Opportunity CRMProductID. As a starting point the value from a specified field like the QuoteWerks ManufacturerPartNumber field is used. The auto-generation feature will allow for more than this when the InternalPartNumber or any CustomTextxx field is selected as the mapped field. This new auto-generation feature will allow for many scenarios of use, including the ability to maintain your own proprietary part numbers in CRM Opportunity. If the CRM integration supports using CRM Products as a product data source link, you can even use the Etilize functionality in combination with your own proprietary parts in CRM Opportunity. There are 3 auto-generation options. With "Do not auto-generate", when exporting items to CRM Opportunity, if the mapped field is empty, this will stop and force you to specify your proprietary part number. If you pulled the part from CRM Opportunity, it will already have your proprietary part number from CRM Opportunity. This is useful when you have custom part numbers that are not based on any field or combination of fields. With "Do not auto-generate", when exporting items to CRM Opportunity, if the mapped field is empty, then you will be forced to manually specify an CRMProductID before proceeding. This is used when using your own proprietary part numbers. With "Auto-generate using macro:", when exporting items to CRM Opportunity, instead of just using a simple field value like the ManufacturerPartNumber to become the CRM Opportunity CRMProductID, you can choose to have the CRM Opportunity CRMProductID auto-generated using a macro like &DI_ItemType:&DI_ManufacturerPartNumber. With "Auto-generate using macro based on ItemType:", when exporting items to CRM Opportunity, instead of just using a simple field value like the ManufacturerPartNumber to become the CRM Opportunity CRMProductID, you can choose to have the CRM Opportunity CRMProductID auto-generated based on the ItemType of the Item. So, for example if the ItemType is "Haas", then you can map to an auto-generation macro of "Haas:&DI_ManufacturerPartNumber, but if the ItemType is "Hardware" then you can map to an auto-generation macro of just "&DI_ManufacturerPartNumber". You can also set a value for "If any ItemTypes are not mapped use the following macro:".
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
For Microsoft Dynamics CRM (MS CRM) users, when QuoteWerks creates/updates a MS CRM Opportunity and is setup to write line items to the MS CRM Opportunity the CRMProductID auto-generation feature is now supported. This can be setup on the MS CRM Opportunity Setup window from the Contacts->Setup Contact manager menu, choose [MS CRM Setup] button.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
For ACT! for Web users, when QuoteWerks creates/updates an ACT! for Web Opportunity and is setup to write line items to the ACT! for Web Opportunity the CRMProductID auto-generation feature is now supported. This can be setup on the ACT For Web Opportunity Setup window from the Contacts->Setup Contact manager menu, choose [Opportunity Setup] button.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
For ACT! users, when QuoteWerks creates/updates an ACT Opportunity and is setup to write line items to the ACT Opportunity the CRMProductID auto-generation feature is now supported. This can be setup on the ACT Opportunity Setup window from the Contacts->Setup Contact manager menu, choose [Opportunity Setup] button.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
For ConnectWise users, when QuoteWerks creates/updates a ConnectWise Opportunity and is setup to write line items to the ConnectWise Opportunity the CRMProductID auto-generation feature is now supported. This can be setup on the Products.Mappings tab of the ConnectWise Setup window from the Contacts->Setup Contact manager menu.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
For QuickBooks users, there is now a "PO Numbering" option on the Transaction.QuickBooks tab of the QuickBooks Setup Window. Here, you can choose "Use QuickBooks Auto-numbering" or "Use QuoteWerks PO Number." When creating a manual PO in QuoteWerks and you've configured QuoteWerks to use QuickBooks for purchase orders, you'll be able to enter a blank PO number on the Create Purchase Order window. This will create the PO in QuickBooks using the next available QuickBooks PO number. That QuickBooks PO number will be used to update the QuoteWerks PONumber for the QuoteWerks purchase order, which you'll see under the Purchase Orders tab. When creating electronic POs, electronic orders require a PO number at the time you're placing the order, so you can't use the next available QuickBooks PO number here. Instead, you can use the next available QuoteWerks PO Number to submit the order to the distributor, then the QuoteWerks purchase order will use that PO number. If you have the PO Numbering option set to "Use QuickBooks Auto-numbering", then when you export the Purchase Order to QuickBooks, it will send a blank PO number to QuickBooks which will cause QuickBooks to use the next available PO number in QuickBooks. This new QuickBooks PO number will then be written into the QuoteWerks PO description field (for example, "[QBPO# 1001]").
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
Purchase Order numbering sequence. There is now a purchase order unique numbering sequence that you can now use in the PONumber field when creating a new manual purchase order or a new electronic order. This field also supports the F2 key while will display the F2Lookup list which can lookup a PO number from an external source. The PO number will be formatted, for example, like 14-1001TD. The "14" indicates the year of 2014. The "1001" is the unique numeric sequence. The "TD" is an identifier to indicate that the purchase order was for Tech Data. You can choose to have a vendor this vendor identifier or not. Under the Utilities->Vendor Maintenance when editing a vendor you can specify it in the "Vendor PO Prefix" field. It can be a maximum of 3 characters. If QuoteWerks is configured to export purchase orders to QuickBooks, Peachtree, or ConnectWise, this same PO number will be used when creating the purchase order in the accounting software. You will want to reset the unique numeric sequence each year and this can be done on the Installation tab of the Tools->Options menu. The short nature of the PO number format takes into accounts QuickBooks very small 11 character max po number and Ingram Micro being the next at 18 characters.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
There is now a Purchase Order Integration option to set under the Tools->Options menu. This same selection is in the setup wizard and is also on the Settings tab of the ConnectWise setup window, QuickBooks setup window and Peachtree setup window. So now you choose which accounting you are integrating with rather than QuoteWerks giving you options and asking every time which accounting you want to export purchase orders too. On the Purchasing window, there are now only two action buttons. The first action button is one to create a Purchase Order in QuoteWerks and optionally exports the purchase order to your designated accounting software. The second action button first creates an online order and then creates a Purchase Order in QuoteWerks and optionally exports the purchase order to your designated accounting software.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
For ConnectWise users, when composing an email in QuoteWerks, you can now search the entire list of ConnectWise contacts for additional email recipients. The fields that can be searched by are: CompanyName, FirstName, LastName, Phone, email.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
For ConnectWise users, when composing an email in QuoteWerks, you can can now select the email addresses belonging to any contact that is associated with the ConnectWise company selected as the Sold To.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
For UK users, the QuoteWerks Product Content subscription (powered by Etilize) now supports Accessories for the UK. Subscribers in the USA and Canada already have this feature. Including these manufacturer suggested accessories on your quotes is an easy way to up-sell options and a great way to generate more revenue.
Version: 4.9    Build: 2.02    Release Date: 12/10/2013     Type: Fix     View All Features in Build
For ConnectWise users, if the "Add Shipping as a Product (under the opportunity Products tab)" option was set and a field other than the ManufacturerPartNumber was mapped to the Product ID, the shipping item would not be created.
Version: 4.9    Build: 2.02    Release Date: 12/10/2013     Type: Fix     View All Features in Build
For Autotask users, when the manufacturer part number was blank for an item, the default part number for blank manufacturer part numbers was not being used.
Version: 4.9    Build: 2    Release Date: 12/03/2013     Type: New     View All Features in Build
For ConnectWise users, you can now map QuoteWerks fields other than the ManufacturerPartNumber to the ConnectWise Product's ProductID field. The InternalPartNumber, ItemType, and CustomText01-20 are now supported. This mapping is done in the ConnectWise setup, choose the Opportunities tab, then choose the Products sub tab.
Version: 4.9    Build: 2    Release Date: 12/03/2013     Type: New     View All Features in Build
For ConnectWise users, there is now a ConnectWise Integration Mode of "Primary CRM" and "Not Primary CRM". This lets ConnectWise users use QuoteWerks with a CRM like MS CRM to do all their prospecting and quoting. Then, when the quote becomes an order, at that time, using QuoteWerks, they can create the customer in ConnectWise and have QuoteWerks create the sales opportunity, products, and service tickets, etc in ConnectWise. Since QuoteWerks integrates with all 12 of the leading CRM packages, you could use any of these CRMs with QuoteWerks and then once the quote becomes an order, this functionality would allow you to export to ConnectWise. To use ConnectWise in this mode, you will need to choose ConnectWise on the Contacts->Setup Contact Manager menu, and go into the ConnectWise setup and on the Settings tab, choose the "Not Primary CRM" mode. While in the ConnectWise setup screen, make all the setup changes and click on [Ok]. After doing this, back on the Contacts->Setup Contact Manager window you will need to re-select the CRM that you want to use as the Primary CRM and click on [OK]. Once this setup is complete, a Tools->Export To ConnectWise menu will appear and that menu is used to perform the export.
Version: 4.9    Build: 1.17    Release Date: 10/31/2013     Type: New     View All Features in Build
For MS CRM Users, there is now an option to select which MS Dynamics CRM entity (Account/Contact, or Opportunity) to attach attachments to such as Mail attachments, Linked Documents, QuoteWerks Links Tab documents.
Version: 4.9    Build: 1.14    Release Date: 10/24/2013     Type: Fix     View All Features in Build
For salesforce.com users that have enabled State and Country Picklists, when searching for an account or contact, QuoteWerks was returning a "Fault Code (1218). No such column 'mailingCountryCode' on entity 'contact'." or similar message depending on the field and table requested from salesforce.com. In some cases, an error 457 would be returned.
Version: 4.9    Build: 1.14    Release Date: 10/24/2013     Type: Fix     View All Features in Build
For Outlook users, under Contacts->Setup Contact Manager menu, when choosing Outlook, if "enable advanced integration" was checked, and the setup screen was entered before interacting with Outlook would receive "Error in GetOutlookVersion".
Version: 4.9    Build: 1.14    Release Date: 10/24/2013     Type: Fix     View All Features in Build
For ConnectWise users, when selecting a contact for the quote, in some cases would receive error "run time error 91 object variable not set". This would happen when the contact in ConnectWise had a primary address set for it that is invalid/corrupt.
Version: 4.9    Build: 1.07    Release Date: 10/17/2013     Type: Fix     View All Features in Build
For QuoteValet users, that setup the new Google Contacts CRM integration, would receive error "Error updating installation site info. '>' is an unexpected token. The expected token is '='. Line 372, position 35." when communicating with QuoteValet.
Version: 4.9    Build: 1.07    Release Date: 10/17/2013     Type: Misc     View All Features in Build
The DecimalCharacter and ThousandsSeparator are now saved into the site.ini, so QuoteValet will have access to them.
Version: 4.9    Build: 1.03    Release Date: 10/14/2013     Type: Fix     View All Features in Build
For ConnectWise users running a version lower than 2013.1, when creating products in ConnectWise, would receive error that the manufacturer must exist if you supply the manufacturer with the product creation.
Version: 4.9    Build: 1.02    Release Date: 10/11/2013     Type: New     View All Features in Build
For ConnectWise users, when creating products in ConnectWise, if the Manufacturer for the product does not exist in ConnectWise it will be automatically created in ConnectWise. This feature is supported in ConnectWise 2013.1 and higher.
Version: 4.9    Build: 1.02    Release Date: 10/11/2013     Type: New     View All Features in Build
For ConnectWise users, when creating products in ConnectWise, the Product's ManufacturerPartNumber is now set in the ConnectWise Product. This feature is supported in ConnectWise 2013.1 and higher.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: Fix     View All Features in Build
For ConnectWise users, when creating/updating an opportunity in ConnectWise the Company address for the opportunity would always be set to the Company's "Default" address regardless of which address had been originally chosen when setting the QuoteWerks SoldTo contact information.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: Fix     View All Features in Build
For QuoteValet users, in the document activity history, on the QuoteValet dashboard, the "Time Elapsed" row would not display if the time lapse was between the first and second row of activity.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: Fix     View All Features in Build
On the Activity Notifications tab of the QuoteValet setup, if you selected "2) Where document is owned by User or user within a Group" before the "activity type" drop down box had a selection would receive an error "method 'ItemData' of object '_DComboBox' failed".
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: Misc     View All Features in Build
The Select Contact Window has been resized to be larger and has a newer look for most contact manager integrations.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
Added a new type of user rights that start with "CanSee". By default, even users with Master Rights cannot perform these actions unless they are specifically granted to them.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
Added Misc Access right "NonMasterRightsUser_CanModifyUsers". With this right a user can modify an existing user account. There are several restrictions. The user cannot add or clone a user. The user cannot assign or remove master rights. The user cannot assign or remove the rights starting with "CanSee" or "NonMasterRightsUser_", cannot create/modify/delete groups, cannot create/modify/delete approval profiles. Only users with master rights can perform those functions. Primarily this right is meant to allow the user to change users passwords, make them inactive, change the menu rights, change most misc access rights, and change who can view/modify/delete their documents.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
Added a new type of user rights that start with "NonMasterRightsUser_". The ability to perform these actions is usually reserved for only users with Master rights, but by assigning these individual rights to a user, the user can perform individual actions that previously only the user with Master Rights could do.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
On the Select Contact Window, there is now an "All" button that enables you to use the selected contact for all of the contact fields including Sold To, Ship To, and Bill To.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
On the Open Document window, there is now a right click "Convert to Lost Sale" menu. This "Convert to Lost Sale" right click menu is also available on the Active Quotes Panel. It helps speed up the process by opening the quote and initiating the Convert to Lost process.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
For QuoteValet users, there is now an option "Allow regular documents to be imported from QuoteValet" on the QuoteValet tab under the Tools->Options menu. Documents created in Remote installations and then uploaded to QuoteValet will display in the QuoteValet Inbox of the Master installation and vice-versa. When this option is set, you can import this document into the local installation if it does not exist. This is an easy way to import a document into an installation rather than doing a DTF export/import or a sync requiring a VPN connection. This is designed only to be used to import a document into an installation to then take over actions on the document. If both the Remote and the Master are updating their copies of this document problems will arise.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
For Autotask users, the Autotask Product Name can be created from Custom Text Fields 1 - 20, Internal Part Number, and Vendor Part number in addition to the Manufacturer Part Number and Description fields that could be used in previous builds.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
There is a now an "Inactive" user account property. When you define a user login as 'Inactive' the user will no longer appear in any user lists except on the User Maintenance window. Setting this Inactive property is a great way to handle changes in your staff. You can make the account inactive so that the user can no longer log into QuoteWerks using that account. It gives you time to decide how to handle their existing quotes, should you give another sales rep access to them, should you delete them, etc. Importantly, in the meantime, all the sales reps quotes/orders/invoices are preserved, for reporting and access purposes. You can easily give other sales reps access to modify this inactive user's quotes so they can open then and change the sales rep to themselves. Also, if the administrator simply does not want the user logging in, maybe while the administrator is performing some kind of maintenance for the user, the administrator can temporarily set the account to 'Inactive'. Another good use for 'Inactive' is that the account can be flagged as inactive so it cannot be used to log into QuoteWerks, but the account still exists, so the rights in the account are still valid such as what users can view or modify this inactive users documents. Yet another use for this is that the administrator can create a 'Template User' which they configure with a combination of rights. Then they can just Clone this user when they create new users, saving you the time of specifying all the individual. Setting the Inactive property on the 'Template User' will prevent it from displaying in the login screen user list. If you want other users to see the old user in the user lists, you can remove the inactive flag and just change the password and choose by security rights which users can view/modify this old users quotes (used so they can possibly take over account ownership). Ultimately you generally never want to delete users because the security data of who can view the old users quotes would be lost and if you just re-assign all the old user's quotes/orders to a new user, then you lose the historical trail of whose quote/order it actually was.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
There is now an Active Quotes Panel that can be displayed. When creating a new quote and selecting the contact you are creating the quote for, any active quotes for that contact will automatically be displayed in the Active Quotes Panel. This has several benefits. First, it brings to the sales reps attention that they or a colleague may already have an active quote out to this customer. In some cases you will just want to update the existing quote and send it out. This improves sales team communication, coordination, and eliminates the possible error of sending out more than one quote for the same project to the same customer. Second, this might be a quote that you created a while ago and lost. From here you can easily right click on the quote and choose "Convert to Lost". Third, you might realize that this customer already has several other outstanding quotes with you and you might want to re-focus your efforts on getting those quotes closed too. This Active Quotes Panel can be displayed by clicking on the icon on the Grid Toolbar. There is also a user level option "Auto display Active Quotes Panel" on the Misc tab of the Tools->My Preferences menu. This will automatically display the panel when selecting a new contact for a quote and when opening existing quotes. The Active Quotes Panel displays the quote number, quote name, SoldToCompany, and the amount of the quote. This information is displayed for any users regardless of if the logged in user has rights to view the quotes of other users. This is done in an effort to help catch duplicated efforts, where two sales reps end up creating a quote for the same thing for the same customer. While the logged in user will be able to see the limited information about the other users quote in the Active Quotes Panel, the logged in user will not be able to actually open the quote (if they do not have View rights). This feature can also help de-clutter the quote database. We might have created a quote one year ago to renew maintenance, the customer might not have moved forward. Now when we start creating a new quote, we will be alerted of the existing quote and we can just update that quote, save as next revision (getting a new quote number), and then resend that quote, eliminating clutter from our quote database as we go.

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Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
Added support for Google Contacts as a CRM source. The integration includes the ability to search Google Contacts to find Contacts to pull into the quote.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
Introducing QuoteValet Web. Gain insight and have mobile access to your QuoteValet Executive Dashboard, StatusBoard, Leaderboard, Inbox, Peer Reviews, and Approvals, anywhere, anytime from any web device like your phone, tablet, or PC. QuoteValet Web is a browser based solution and is included in your QuoteValet subscription at no additional charge. QuoteValet Web is packed with features, here are just some of the highlights. Executive Summary: Gain insight into your business with the Executive Dashboard. From this dashboard you can see the total number and dollar amount of all quotes sent, accepted, and paid for any given date range. You can see the top quotes and orders (by $ amount), all documents that were viewed by customers, any customer comments, or sales rep comments. When reviewing each of these documents, you can use the [Send Note] feature to email the sales rep feedback or questions about the quote and you can easily cc their supervisor. Also in the dashboard is the Comparitive Analysis which gives you a pivot table like breakdown of your sales reps performance based on number of quotes, number of orders, dollar amount of quotes and dollar amounts of orders generated within a specified date range. Great for comparing the performance between sales reps. StatusBoard: The Status Board shows a non-interactive version of the Inbox for all users, but limits the notifications to priority notifications like quote acceptance, payments, customer comments, and expired quote viewed. This is meant to be run and displayed on a large monitor in the sales area so that the sales manager can see that all QuoteValet customer activity has been addressed, like all orders have been processed, etc. It automatically refreshes every minute to get you realtime customer activity notifications. Also displayed on the Status Board is the LeaderBoard which is a rotating panel that shows a) The top($) 10 Accepted Quotes this WEEK b) The top($) 10 Accepted Quotes this MONTH, c) The top($) 10 Accepted Quotes this YEAR, d) The top($) 10 Outstanding Quotes this WEEK e) The top($) 10 Outstanding Quotes this MONTH, f) The top($) 10 Outstanding Quotes this YEAR. Inbox: The inbox is very similiar to the QuoteValet Dashboard inbox within QuoteWerks. Peer Reviews: This will show you any peer reviews requested on documents that you have the rights to view. Approvals: This will show you any approval requests on documents that you have the rights to approve. My Summary: Very similiar to the Executive Summary is limited in that it will only show information about your own documents and it does not include the Comparative Analysis feature found in the Executive Summary. Find: This is a great way to quickly find a quote and see its current status and all activity history without actually opening it in QuoteWerks.

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Version: 4.8    Build: 5.35    Release Date: 09/23/2013     Type: Misc     View All Features in Build
For QuickBooks users, beta support is activated for version 2014.
Version: 4.8    Build: 5.35    Release Date: 09/23/2013     Type: Misc     View All Features in Build
For ACT! for Web users, beta support is activated for version 16.
Version: 4.8    Build: 5.30    Release Date: 09/05/2013     Type: Fix     View All Features in Build
Redemption requires that Redemption, QuoteWerks, and Outlook all be 64-bit. QuoteWerks is a 32-bit app so the Redemption solution will simply not work with QuoteWerks and Outlook 64-bit. When these 3 applications are not all of the same bitness, you can receive the error "automation error wrong OS or OS conversion for application". Starting in QuoteWerks 4.8 Build 5.29 or higher, QuoteWerks checks for this mismatch and deactivates these features eliminating the error message.
Version: 4.8    Build: 5.30    Release Date: 09/05/2013     Type: New     View All Features in Build
SwiftPage ACT! version 16 is now supported!
Version: 4.8    Build: 5.25    Release Date: 08/16/2013     Type: Fix     View All Features in Build
For Outlook 2013 users, Microsoft no longer supports the linking of Calls and Journals to Outlook Contacts. This was causing an "Error (91) creating outlook journal entry" and "Error (91) creating outlook appointment". See KB article for details: http://www.quotewerks.com/kbase/showArticle.asp?id=9769
Version: 4.8    Build: 5.23    Release Date: 08/02/2013     Type: Fix     View All Features in Build
For Maximizer users, would receive error "Error in GetMaximizerDetailDefsObject" when setting up the Maximizer DataLink fields if no interaction with Maximizer had been performed yet.
Version: 4.8    Build: 5.21    Release Date: 07/23/2013     Type: Fix     View All Features in Build
New Misc Access right "CannotExportDocumentsToClipboard" added in build 5.16 prevented people without this right from performing the action.
Version: 4.8    Build: 5.21    Release Date: 07/23/2013     Type: Fix     View All Features in Build
When a document is a template, you cannot perform the following actions: Convert to Lost sale, Convert to Order/Invoice, or Approval.
Version: 4.8    Build: 5.35    Release Date: 09/23/2013     Type: New     View All Features in Build
ACT! for Web 2013 is now supported!
Version: 4.8    Build: 5.16    Release Date: 07/17/2013     Type: Misc     View All Features in Build
For Autotask users, when QuoteWerks creates a new product in Autotask, the QuoteWerks Item's Manufacturer Part Number will be mapped to both the Autotask Product SKU and Manufacturer Product Name. Prior to this update, it was only mapped to the Manufacturer Product Name. This is helpful, because in Autotask, you can easily search for a Product by the SKU field, but cannot search by Manufacturer Product Name.
Version: 4.8    Build: 5.12    Release Date: 07/12/2013     Type: Fix     View All Features in Build
When placing online orders and no quotes were open, would receive GetActiveSheet() error when using the F2Lookups, or when sending the order confirmation email.
Version: 4.8    Build: 5.12    Release Date: 07/12/2013     Type: Fix     View All Features in Build
When creating a new product database on an installation that is rehosted to SQL, in the case where all the table names in the database added together where longer than 32,768 characters would receive an overflow error.
Version: 4.8    Build: 5.12    Release Date: 07/12/2013     Type: Fix     View All Features in Build
For QuoteValet users, with the option set to use QuoteValet for the approval process, if the File->Approve Quote menu was used without previously sending an approval request, the approval would not show up in the QuoteValet activity history.
Version: 4.8    Build: 5.12    Release Date: 07/12/2013     Type: Misc     View All Features in Build
For QuoteValet users, all QuoteValet interactions have been optimized for speed.
Version: 4.8    Build: 5.12    Release Date: 07/12/2013     Type: New     View All Features in Build
When approval is required for documents based on margin, the notification telling the Sales Rep that approval is required because the document does not match the margin requirements, the actual margin requirement will not be displayed in the message if the Sales Rep has the MiscAccessRight of "CannotSeeSelTotalsProfitPercent".
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
The PriceModifier now supports rounding. This can be used to round the result of the Price modifier calculation. Normally with a PriceModifier of P20, for 20 points margin, with a cost of $100, the UnitPrice would be $112.36. If you use the Rounding feature of the Price Modifier like P20R1 then it would round to the nearest dollar resulting in $113.00. Rounding factors can only be 0.01, 0.05, 0.10, 1, 5, 10, 100 ( Examples: R0.01, R.05, R.10, R1, R5, R10, R100 )

See a screenshot of this feature
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: Fix     View All Features in Build
After a rehost to SQL the contacts.mdb and auxdata.mdb files were not getting renamed to contacts.rehosted and auxdata.rehosted respectively.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: Fix     View All Features in Build
If a group was flagged as optional and was not selected, it would be included in the CRM Opportunity (if created) for ACT!, ACT! for Web, ConnectWise, Autotask, Outlook BCM, and MS CRM.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: Fix     View All Features in Build
For QuoteValet users, on the QuoteValet Dashboard payment tab would receive a message "Results have been limited by user rights.", but in some cases it should have actually displayed "There are payment(s) not shown because the document has not been imported yet." This would be the case of a QuoteValet Mobile quote or QuoteValet Shopping Cart order that has not been imported into the local QuoteWerks database yet. In this case, you would need to import the document from the Inbox tab.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: Misc     View All Features in Build
On the Contacts->Setup Contact Manager menu, on the QuickBooks setup, it did not list QuickBooks 2013 as a supported version.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: Misc     View All Features in Build
On the Tech Data online ordering window, the input boxes for the following fields now have max length limits preventing the entering of data longer than the Tech Data order will allow. This will avoid getting messages telling you that the data is too long and then requiring you to manually change it. The fields are ShipToName, ShipToContact, ShipToAddress1, ShipToAddress2, ShipToAddress3, ShipToCity, ShipToState, ShipToPostalCode, ShipToPhone, EndUserCompany, EndUserContact, EndUserAddress1, EndUserAddress2, EndUserCity, EndUserState, EndUserPostalCode, EndUserPhone, EndUserEMail.
Version: 4.8    Build: 5    Release Date: 6/3/2013     Type: Misc     View All Features in Build
On the D&H online ordering window, the input boxes for the following fields now have max length limits preventing the entering of data longer than the D&H order will allow. This will avoid getting messages telling you that the data is too long and then requiring you to manually change it. The fields are ShipToName, ShipToContact, ShipToAddress1, ShipToAddress2, ShipToCity, ShipToState, ShipToPostalCode, and ShipToPhone.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: Misc     View All Features in Build
On the SYNNEX online ordering window, the input boxes for the following fields now have max length limits preventing the entering of data longer than the SYNNEX order will allow. This will avoid getting messages telling you that the data is too long and then requiring you to manually change it. The fields are ShipToName, ShipToContact, ShipToAddress1, ShipToAddress2, ShipToCity, ShipToState, ShipToPostalCode, ShipToPhoneNumber, ThirdPartyFreightAccount, EndUserCompany, EndUserContact, EndUserAddress1, EndUserAddress2, EndUserCity, EndUserState, EndUserPostalCode, EndUserPhoneNumber, EndUserFaxNumber, EndUserEmail, SoftwareAuthorizationNumber, ResellerCompany, ResellerContact, ResellerAddress1, ResellerAddress2, ResellerCity, ResellerState, ResellerPostalCode, ResellerPhone, ResellerFaxNumber, ResellerEmailAddress.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: Misc     View All Features in Build
On the Ingram Micro ordering window, the input boxes for the following fields now have max length limits preventing the entering of data longer than the Ingram Micro order will allow. This will avoid getting messages telling you that the data is too long and then requiring you to manually change it. The fields are ShipToContact, ShipToCompany, ShipToAddress1, ShipToAddress2, EndUserCompany, EndUserContact, EndUserAddress1, EndUserAddress2, ResellerCompany, ResellerContact, ResellerAddress1, ResellerAddress2
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
salesforce.com contact data can be retrieved using the F2 Lookup macro of ~salesforce_Macro().
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
Autotask contact data can be retrieved using the F2 Lookup macro of ~Autotask_Macro().
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
For Ingram Micro users, when placing online orders, the Special Instructions field now supports up to 175 characters and appears as Ingram Micro sales rep internal comment lines at the top of the order.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
Implemented the existing InternalPartNumber field. Increased the size from 40 to 255 characters in the DocumentItems table. For new installations the InternalPartNumber field in the product database will be 255 characters. For existing product databases the field size will need to be increased manually from 40 to 255 characters. This InternalPartNumber field is available on the Document Items tab as a column and also on the Edit Product window.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
For GoldMine users, you can now search by contact name.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
On Deposit required window, typing in a % of document will auto populate the Fixed Amount field with the actual amount related to the percent. The fixed amount field can then be easily manually changed to round the amount or simply manually set an amount that is close. Pressing the enter key in either the Full Amount or Percent of Document field will "click the OK button".
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
The Save File window now remembers the last folder that the last file was saved to. It separately remembers the folders depending upon what file saving action is being performed. Actions include: [Save as PDF] button from the Print window, when merging a word document from the File Links tab, when creating a new file to attach to the File Links tab.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
For SYNNEX online orders you can now choose to submit online orders to SYNNEX overriding the SYNNEX real-time price with your own SYNNEX sales rep negotiated price. When submitting an overridden price you can enter a reason such as a SYNNEX quotation #. Upon receipt of an online order with prices that do not match SYNNEX real-time they will be placed on hold and flagged for manual review by the SYNNEX sales rep to approve the prices. Also the Order level Special Instructions has been increased to 300 characters and can be used to remind the sales rep of the reason for your non-standard price. The benefit is that now you can send over standard and specially negotiated price orders and even though it will flag the order to be manually reviewed, all the information will already be in the order without anyone having to re-type information.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
For Ingram Micro online orders you can now choose to submit online orders to Ingram Micro overriding the distributor real-time price with your own distributor sales rep negotiated price. When submitting an overridden price you can enter a reason such as a Ingram Micro sales rep quotation # or manufacturer special. When QuoteWerks detects that non-standard pricing is being submitted, it submits the order to Ingram Micro with AutoRelease set to Hold. The Ingram Micro sales rep needs to be notified to look for the OnHold order so QuoteWerks automatically sends the Ingram Micro sales rep an email letting him know to look for this order and to process it. QuoteWerks will pass the reason you specified for the non-standard pricing as comment lines below each of the line items so the Ingram Micro sales rep knows the reason for the non-standard price. The benefit is that now you can send over standard and specially negotiated price orders and even though it will flag the order to be manually reviewed, all the information will already be in the order without anyone having to re-type information.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
For Tech Data online orders you can now choose to submit online orders to Tech Data overriding the distributor real-time price with your own distributor sales rep negotiated price. When submitting an overridden price you can enter a reason such as a Tech Data sales rep quotation # or manufacturer special. When Tech Data receives an order that has prices specified, it automatically places the order on hold for sales rep review. QuoteWerks will pass the reason you specified in each line item so the Tech Data sales rep knows the reason for the non-standard price. QuoteWerks automatically sends the Tech Data sales rep an email letting him know to look for this order and to process it. The benefit is that now you can send over standard and specially negotiated price orders and even though it will flag the order to be manually reviewed, all the information will already be in the order without anyone having to re-type information.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
On the "Search" menu bar of the Open Document window, you can now search for documents by a line item contained in the document. You can search, for example, for all documents that contain the phrase "special discount" in the line item description field. You can search the Description, ItemType, Manufacturer, ManufacturerPartNumber, Vendor, VendorPartNumber, and CustomTextXX fields. You can do Begins with, Ends With, Contains, Equal to, and Not Equal to searches.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
The Open Document window (File->Open) has been re-designed. There are now new "My Recent Documents" and "All Recent Documents" menu bar items. These will show all the documents modified over the selected date range. Useful for quickly finding that quote you just created or modified, Today, Yesterday, This week, etc. The "My Documents" and "Documents" menu bar items bar items now have a new option to show "Active Quotes" or "All Quotes/Orders/Invoices", useful for pairing down active quotes that have not been converted to lost or converted to an order. "Active Quotes" are defined as a DocType=QUOTE and a DocStatus that does not equal the DocStatus value defined for a "Lost Quote". This is set on the Installation tab of the Tools->Options menu. Also, if a document has been converted to an ORDER or INVOICE then it will not be displayed in the "Active Quotes" list. From this "Documents" menu bar item you can also filter by a date range of when the quotes expire or a date range of the DocDate for the quotes.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
For QuickBooks users, when linking to QuickBooks as a product data source, the QuickBooks Manufacturer field is now available for display in the product lookup and can also be mapped to a CustomText or ManufacturerPartNumber field in QuoteWerks. The manufacturer part number field is available in QuickBooks (SDK 7.0), QuickBooks USA 2008 and higher, QuickBooks AU/UK 2009 and higher. To have access to this new column, you will need to edit the QuickBooks Product Data Sources under the Products->Setup Product Data Sources menu and choose to include these new columns.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
For QuickBooks users, when exporting items to QuickBooks there is now a QuickBooks ItemName auto-generation feature. In the simplest scenario you can setup the link to just use a QuoteWerks part number like the Manufacturer field as the QuickBooks ItemName. As a starting point the value from a specified field like the QuoteWerks ManufacturerPartNumber field is used. The auto-generation feature will allow for more than this when the InternalPartNumber or any CustomTextxx field is selected as the mapped field. This new auto-generation feature will allow for many scenarios of use, including the ability to maintain your own proprietary part numbers in QuickBooks and pull them from QuickBooks using the product data source link. You can even use the Etilize functionality in combination with your own proprietary parts in QuickBooks. There are 3 auto-generation options. With "Do not auto-generate", when exporting items to QuickBooks, if the mapped field is empty, this will stop and force you to specify your proprietary part number. If you pulled the part from QuickBooks, it will already have your proprietary part number from QuickBooks. This is useful when you have custom part numbers that are not based on any field or combination of fields. With "Do not auto-generate", when exporting items to QuickBooks, if the mapped field is empty, then you will be forced to manually specify an ItemName before proceeding. This is used when using your own proprietary part numbers. With "Auto-generate using macro:", when exporting items to QuickBooks, instead of just using a simple field value like the ManufacturerPartNumber to become the QuickBooks ItemName, you can choose to have the QuickBooks ItemName auto-generated using a macro like &DI_ItemType:&DI_ManufacturerPartNumber. With "Auto-generate using macro based on ItemType:", when exporting items to quickbooks, instead of just using a simple field value like the ManufacturerPartNumber to become the QuickBooks ItemName, you can choose to have the QuickBooks ItemName auto-generated based on the ItemType of the Item. So, for example if the ItemType is "Haas", then you can map to an auto-generation macro of "Haas:&DI_ManufacturerPartNumber, but if the ItemType is "Hardware" then you can map to an auto-generation macro of just "&DI_ManufacturerPartNumber". You can also set a value for "If any ItemTypes are not mapped use the following macro:"
Version: 4.8    Build: 3.01    Release Date: 01/28/2013     Type: Misc     View All Features in Build
For SalesLogix users, beta support is activated for version 8.0.
Version: 4.8    Build: 3    Release Date: 01/23/2013     Type: New     View All Features in Build
For ConnectWise users, when linking to the ConnectWise Product list, in the Product Lookup window, in addition to the current search fields, you can now search by Manufacturer field and VendorPartNumber field. The ManufacturerPartNumber search field searches the ConnectWise ItemId field and the ConnectWise Product ManufacturerPartNumber field can now be displayed in the search results under the CustomText01 column. Also of note, the Description field searches the ConnectWise "Customer Description". To be able to search for these new fields, you will need to edit the ConnectWise Product Data Sources under the Products->Setup Product Data Sources menu and choose to include these new columns.
Version: 4.8    Build: 2    Release Date: 12/21/2012     Type: Fix     View All Features in Build
The Customer profile name under the Utilities->Customer Profile Maintenance is now correctly limited to 30 characters.
Version: 4.8    Build: 2    Release Date: 12/21/2012     Type: New     View All Features in Build
For Maximizer users, beta support is activated for version 12.2.
Version: 4.8    Build: 01.05    Release Date: 11/21/2012     Type: Fix     View All Features in Build
For ConnectWise users, "run-time error '91': Object variable or With block variable not set" when selecting a ConnectWise contact that has been deleted from ConnectWise, but is still in the ConnectWise recycle bin.
Version: 4.8    Build: 1    Release Date: 11/14/2012     Type: Fix     View All Features in Build
For Outlook BCM users, Home accounts were not being shown for a contact search if a user selected 'Accounts' as their contacts folder and set their address type to 'Home'.
Version: 4.8    Build: 1    Release Date: 11/14/2012     Type: Fix     View All Features in Build
For MS CRM users, when integrating with MS CRM Quotes - If the Description of an Item was over 500 characters, the line would not be created in the MS CRM Quote. This would cause the quote totals in MS CRM not to match QuoteWerks.
Version: 4.8    Build: 1    Release Date: 11/14/2012     Type: Misc     View All Features in Build
For Etilize Users, if the "Remove Manufacturer Part Number from Etilize Description" setting is selected, the Manufacturer Part Number will now also be removed from the Etilize Spec Sheet.
Version: 4.8    Build: 1    Release Date: 11/14/2012     Type: New     View All Features in Build
The QuoteWerks Sales Tax Rate lookup service now displays the date the QuoteWerks Tax Table was Last Updated, and also displays the effective date of each of the City, State, County, etc taxes which is very useful in determining exactly when new tax rates have taken effect.
Version: 4.8    Build: 1    Release Date: 11/14/2012     Type: New     View All Features in Build
For QuoteValet Mobile users, that use ConnectWise, there is now a new Contacts bottom tab where you can choose the ConnectWise contact from your ConnectWise database while creating a QuoteValet mobile quote.
Version: 4.8    Build: 1    Release Date: 11/14/2012     Type: New     View All Features in Build
With Audit Trail Tracking, key events are recorded creating an audit trail of changes made to the document such as: a) when the document is saved b) who an email is sent from the quote, email address (to/subject/attachments), c) when the document is uploaded to QuoteValet for customer, peer review, approval, mobile template, d) when the document is updated with customers selections from QuoteValet, e) when the document is converted to an order or invoice, f) when the document is exported to QuickBooks or Peachtree, g) when the document approval is requested through QuoteWerks or QuoteValet, and h) when the document is approved through QuoteWerks or QuoteValet. The current date, time, and logged-in user is recorded along with the event. Using the "Audit Trail Transaction Record Macros" option under the Security tab of the Tools->Options menu you can choose what other information from the document you would like to record in the even such as GrandTotal, LineCount, DocStatus, etc. Also on the Security tab is a "Enable Audit Trail Backup files" checkbox. This will create a backup copy of the document (under the \History\AuditTrail folder) every time the document is saved. Under the File->Properties menu you can see the audit trail events and also a listing of the "Audit Trail Backup Files" and "Automatic Backup Files".
Version: 4.8    Build: 1    Release Date: 11/14/2012     Type: New     View All Features in Build
Azure product database support. You can now host your QuoteWerks Product Databases in the cloud through Microsoft Azure. If you have multiple QuoteWerks installations and want to keep the product databases up to date, you currently have to get the remote installations to synchronize on a regular basis. With the Azure support, you can just setup one or more QuoteWerks product databases to be hosted on Azure and then all the remote installations of QuoteWerks can simply use that same shared product database so there no longer is a need to synchronize the product database. We've made it really easy to move your QuoteWerks product database up to the Azure cloud, simply right click on a QuoteWerks native product database and choose "Upload/Migrate to Azure". Another great use for this feature is for manufacturers that have dealers or any company that wants to share their QuoteWerks price list with other QuoteWerks users. In this case the manufacturer creates an Azure QuoteWerks product database and then provides their dealers with the read-only credentials to this Azure database. It is that simple. The Corporate Edition is required for the Azure integration.
Version: 4.8    Build: 1    Release Date: 11/14/2012     Type: New     View All Features in Build
For QuoteValet users, there is a new Activity Notifications tab in the QuoteValet setup under the QuoteValet tab of the Tools->Options menu. For key QuoteValet events like when a QuoteValet Mobile quote is created, a quote is accepted, or when payment is made, in addition to the sales rep receiving email notifications, you can specify additional users/email addresses to receive a CC or BCC of the notification. This is especially useful for keeping the accounting department in the loop when payments are received and for keeping sales managers in the loop when quotes are accepted.
Version: 4.8    Build: 1    Release Date: 11/14/2012     Type: New     View All Features in Build
Procurement Tracking. For Online Orders placed through QuoteWerks with D&H, Ingram Micro, SYNNEX, and Tech Data, realtime order shipping updates are now available. You will receive realtime order status including line item shipping status, estimated ship date, ship date, warehouse fulfillment locations, shipping tracking numbers, product serial numbers, and more - all on a single screen in QuoteWerks. Customers have higher and higher expectations everyday, if they get down to the minute order status updates from large $100 million a year company, they expect it from you too, and with QuoteWerks, you can deliver that! How often do you get a call from your customer like "Where is that server I ordered?". Some companies have to pay a full time person just to keep up with order status requests. With the Procurement Tracking feature, you can spend less time tracking your orders and more time building your business. Not only can you track order status, you can keep track of the actual fulfillment. Sure, you placed the order with 5 items on it, but has it shipped? Did all 5 items ship? Have you actually received all the items? UPS says it was delivered, but you don't have it. Do you have all the items you need for Customer ABC to do the job for them? You submitted one PO, but how many sales orders did the distributor split that into? All of these answers are now provided by QuoteWerks.
Version: 4.7    Build: 08.09    Release Date: 10/05/2012     Type: Fix     View All Features in Build
For MS CRM 5.0 users, the Contact Manager tab under the Tools->My Preferences menu was not appearing.
Version: 4.7    Build: 08.09    Release Date: 10/05/2012     Type: New     View All Features in Build
When sending emails you can now control where/how the email is logged in your CRM. For ACT!, ACT! for Web, GoldMine, Maximizer, and MS CRM you can choose to log the sent email under the CRM record for the SoldTo contact. Previously this would happen behind the scenes automatically, whereas now you have more control over it. For GoldMine and MS CRM you can choose to log the sent email under the E-Mail recipient contact record in GoldMine or MS CRM respectively.
Version: 4.7    Build: 08.06    Release Date: 09/28/2012     Type: Misc     View All Features in Build
For Sage ACT! for Web users, beta support is activated for version 2013.
Version: 4.7    Build: 08.06    Release Date: 09/28/2012     Type: New     View All Features in Build
When creating a new QuoteWerks contact database contact, the customer tax rate will default to the default document tax rate specified on the Documents tab under the Tools->Options menu.
Version: 4.7    Build: 8    Release Date: 09/13/2012     Type: New     View All Features in Build
On the Accounting tab of the Tools->Options menu, there is a new "Selected Accounting Integration" option. The accounting integrations to both QuickBooks and Peachtree are activated when using the Professional or Corporate Editions of QuoteWerks. With this option you can now specify which integration you use, after which QuickBooks or Peachtree toolbar buttons, etc will be removed depending upon your selection. Also on this tab are now setup buttons for both integrations. Also after placing an electronic order, this will control if you are prompted to export the PO to QuickBooks.
Version: 4.7    Build: 7.17    Release Date: 08/27/2012     Type: New     View All Features in Build
Sage ACT! 2013 is now supported!
Version: 4.7    Build: 7.17    Release Date: 08/27/2012     Type: Fix     View All Features in Build
For Outlook BCM 2007 and 2010 users, "Error (-2147483645) This must be associated with a Business Contact, Account, Opportunity or Project before saving." This would happen when attempting to write a Journal Entry into the "Communication History" folder. Now, if the "Communication History" folder is selected as the Journal folder, only a file entry will be written to the history.
Version: 4.7    Build: 7.17    Release Date: 08/27/2012     Type: New     View All Features in Build
For Outlook users, the speed of searching for contacts and using advanced outlook integration features has been dramatically improved.
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: Misc     View All Features in Build
For Tech Data only ordering, no longer passing a hard coded ContractType of "Purchase Order"
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: Fix     View All Features in Build
For SugarCRM users, searching for Contacts would sometimes return duplicate results.
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: Misc     View All Features in Build
For Tech Data users, Tech Data increased their XML ordering field lengths. ShipToName increased from 25 to 35, EndUserContact from 30 to 40, EndUsercompany from 30-40, and EndUserCity from 30 to 40.
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: Misc     View All Features in Build
For ConnectWise users, when adding new products to the ConnectWise product database (as part of an opportunity update/create) QuoteWerks would display a warning message for every product that had a manufacturer specified that was not found in ConnectWise. It was found that this could be disruptive on quotes with many line items. The behavior has now been adjusted to only warn once for each manufacture not found.
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: Misc     View All Features in Build
When trying to export a QuoteValet credit card payment transaction to QuickBooks, if the accepted quote did not have a SoldToCompany the export would fail. Now, the SoldToContact is used as the QuickBooks "CustomerName" if no SoldToCompany is available.
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: New     View All Features in Build
The QuoteWerks Contact Database MobilePhone field is now available in the DataLink.
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: New     View All Features in Build
For Etilize users, you now have an option to have the Manufacturer Part Number automatically removed from the Description returned from Etilize. This helps prevent price shopping.
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: New     View All Features in Build
For Autotask users, when QuoteWerks creates new products in Autotask, you can now map the Autotask Product Item Name to either the QuoteWerks Description field or the QuoteWerks Manufacturer Part Number field.
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: New     View All Features in Build
For Autotask users, you can now search for a Contact by AccountNumber.
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: New     View All Features in Build
For Autotask users, when retrieving customer information into QuoteWerks, you can now use the Datalink feature to retrieve non-address related information from Autotask such as terms, etc. This information is also available in Print Layouts. Account level field data and Contact level field data (including UDFs) can be retrieved.
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: New     View All Features in Build
For Autotask users, you can now create Account Notes and attach them to Accounts, Contacts, and Opportunities.
Version: 4.7    Build: 6.04    Release Date: 05/29/2012     Type: Misc     View All Features in Build
For Tech Data customers, the online ordering was updated to support the new changes to the Tech Data XML ordering system. The supported PONumber length increased from 25 to 35 characters. The supported field length for the fields ShipToAddress1, ShipToAddress2, and ShipToAddress3 increased from 25 to 35 characters. The EndUserCountryCode was changed from "USA" to "US". An alpha numeric value is now sent to Tech Data for the OrigCustPOLineNbr field.
Version: 4.7    Build: 6    Release Date: 05/15/2012     Type: Fix     View All Features in Build
For Standard Edition users would receive the message "The Interactive Peachtree Link feature is only available..." whenever selecting the Tools->Options menu even if the Peachtree link was not being used.
Version: 4.7    Build: 6    Release Date: 05/15/2012     Type: New     View All Features in Build
Added new fields available in the layout designer DocumentItems->&QtyGroupMultiplier_Actual, and DocumentItems->&QtyGroupMemberTotal_Actual.
Version: 4.7    Build: 6    Release Date: 05/15/2012     Type: New     View All Features in Build
For QuoteValet users, on the QuoteValet Dashboard, the reporting has been enhanced. The Manage tab has been renamed to Reporting, and now there are some new reports. There are separate "Customer Activity" and "Internal Activity" reports. The Expiring/Expired reports have been separated into "Expiring" and "Expired" for more effect use. A new report "Uploaded for Customer Acceptance" is useful for knowing how many quotes where uploaded for customer acceptance during any given date range. Another new report is "Accepted (with balance due)" useful in tracking down those customers that have not paid yet. Another related new report is the "Payment Received" report. Lastly to pair with the new QuoteValet Mobile functionality there is a new "QuoteValet Mobile Documents" report. The QuoteValet document activity history now is color coded so that Customer activity is different than Sales Rep activity. You can now also filter documents by "Doc Name contains", "Company starts with", and Source (QuoteWerks or QuoteValet Mobile).
Version: 4.7    Build: 6    Release Date: 05/15/2012     Type: New     View All Features in Build
New Inbox tab on the QuoteValet Dashboard. On the Inbox tab you will Only see new QuoteValet activity notifications. This is an improvement over the Reporting tab which just shows all activity. Also, with the new inbox notification, the notification like a customer acceptance will stay in your inbox until you are ready to dismiss it, preventing you from accidentally losing track of the acceptance. Each inbox notification displays an icon indicating what type of activity has happened since you last checked.
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: Fix     View All Features in Build
UnitOfPricing factor field was not being accounted for when creating products in CRM opportunities.
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: Misc     View All Features in Build
For Etilize users, on the Quote Workbook, when using the Etilize panel to obtain information about line items in the quote, if a line item had "Cisco" for the manufacturer instead of "Cisco Systems", the Cisco item would not be found in Etilize.
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: Misc     View All Features in Build
Under the Contacts->Setup Contact Manager menu, for all of the CRMs, the CRM user credentials are now stored in separate ini keys which makes it much easier for resellers to demo QuoteWerks with different CRM systems. Also, the user credentials for all of the CRMs that requires user level credentials can now be specified on the Contacts->Setup Contact Manager menu.
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: Misc     View All Features in Build
Added new settting to the backend.ini file. Under the [Backend] section, the key SQLForceUNICODE=-1 is used to force QuoteWerks to save to the SQL database in UNICODE format. This is needed in some countries depending upon their language and character sets.
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: Misc     View All Features in Build
The pipe character "|" was being interpreted as a new line character in the layout designer. For this change to take effect the field must be removed and re-added to the layout.
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: New     View All Features in Build
On the QuoteValet Dashboard, when it is first loaded, it now defaults to only showing activity for the logged in sales rep vs All activity. This results in faster load up time. Additionally, it will remember the last sales rep selection and use this as the default until QuoteWerks is restarted.
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: New     View All Features in Build
For MS CRM 5.0 users, the "Display contact in Contact Manager" button on the SoldTo/ShipTo tab, is now available.
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: New     View All Features in Build
Attach File to CRM feature. With this feature you can automatically and manually attach files to your CRM. When emailing a quote to your customer as a PDF file, the PDF file will automatically be attached. When uploading a quote to QuoteValet and Emailing the customer the notification, the PDF file of the quote will automatically be attached. You can manually attach a file to your CRM by right clicking on a file in the Links tab, on the Print Preview window, and also from the Print window Save as PDF option. This makes the PDF version of the quote viewable by any colleagues that have access to the CRM record without having to have QuoteWerks installed. Particularly useful for the service or technical side of the business having access to the details of the job that was quoted. This new feature is turned on by default and can be controlled with the setting "[]Automatically attach PDF sent to customer by E-Mail or QuoteValet to the CRM Account or Opportunity." located on the Print tab of the Tools->Options menu.When using this feature with Autotask, ConnectWise, salesforce.com, you need to attach the quote to an opportunity first. Once the quote is associated with the CRM opportunity, QuoteWerks knows to automatically attach the PDF to the CRM Opportunity. When using this feature with ACT! 2005+, GoldMine, Outlook, Outlook BCM, MS CRM, Maximizer 10+, SugarCRM, and SalesLogix you need to link the quote to a CRM contact first. Once the quote is linked with the CRM contact, QuoteWerks knows to automatically attach the PDF to the CRM contact.
Version: 4.7    Build: 2    Release Date: 02/02/2012     Type: Fix     View All Features in Build
For QuickBooks users, when exporting Purchase Orders to QuickBooks for a Service type line item, would receive an error that Service type parts cannot have a manufacturer part number.
Version: 4.7    Build: 2    Release Date: 02/02/2012     Type: Fix     View All Features in Build
For ConnectWise users, when attempting to create a product in the ConnectWise Product Database via the QuoteWerks-ConnectWise integration the process could fail due to a case-sensitivity issue concerning the Manufacturer field.
Version: 4.7    Build: 2    Release Date: 02/02/2012     Type: Misc     View All Features in Build
For ConnectWise users, when attempting to create / update an opportunity a warning messaging would be displayed, and the process would be cancelled if a line item had a manufacture part number that ended in a space. ConnectWise has since resolved the underlying issue that this warning was handling and we've now removed this behavior.
Version: 4.7    Build: 2    Release Date: 02/02/2012     Type: New     View All Features in Build
From the Quick Lookup Bar, if an exact match to a part number match is not found, the Product Lookup window is displayed and a search is run to show any partial part number matches.
Version: 4.7    Build: 2    Release Date: 02/02/2012     Type: New     View All Features in Build
The right click menu "Copy Authorization Details" for QuoteValet Payments now also copies the Date/Time of the transaction into the Windows Clipboard.
Version: 4.7    Build: 2    Release Date: 02/02/2012     Type: New     View All Features in Build
For ConnectWise users, when creating a ConnectWise Activity, you can now specify the 'Assign To' value so that you can assign the activity to another ConnectWise user.
Version: 4.7    Build: 2    Release Date: 02/02/2012     Type: New     View All Features in Build
For ConnectWise users, from the Save window, you can now create 'one-off' activities in ConnectWise.
Version: 4.7    Build: 2    Release Date: 02/02/2012     Type: New     View All Features in Build
For QuickBooks users, when the user logged into QuickBooks has QuickBooks Security Rights for "Sensitive Financial Data" and "Sensitive Accounting Activity" set to "No Access", the QuickBooks integration will now work under those settings.
Version: 4.7    Build: 1.02    Release Date: 11/21/2011     Type: New     View All Features in Build
On QuoteValet Dashboard Payments tab, added new checkbox "Include previously downloaded transactions".
Version: 4.7    Build: 1.01    Release Date: 11/16/2011     Type: Fix     View All Features in Build
In the Summing line features, if a field to search was customized with a custom label that contained multiple parenthesis characters, would receive an error.
Version: 4.7    Build: 1.01    Release Date: 11/16/2011     Type: Misc     View All Features in Build
For MS CRM users, removed hard coded USD $ symbol from the Revenue and Actual Revenue labels on the Sales Opportunity window.
Version: 4.7    Build: 1.01    Release Date: 11/16/2011     Type: Misc     View All Features in Build
QuickBooks version 2012 was not listed under the Contacts-> Setup Contact Manager-> QuickBooks selection
Version: 4.7    Build: 1.01    Release Date: 11/16/2011     Type: New     View All Features in Build
On the SoldTo/ShipTo tab, the "Display contact in Contact Manager" button now works with GoldMine!
Version: 4.7    Build: 1    Release Date: 11/07/2011     Type: New     View All Features in Build
Added new fields available in the layout designer: "DocumentItems->&QtyTotal_Actual", "DocumentItems->&UnitCost_Actual", "DocumentItems->&UnitPrice_Actual", "DocumentItems->&UnitList_Actual", "DocumentItems->&ExtendedCost_Actual", "DocumentItems->&ExtendedPrice_Actual", "DocumentItems->&ExtendedList_Actual". By default the standard values like DocumentItems->UnitPrice are cleared for particular line item types or when attributes like "HidePrice" are set. These new fields enable you to gain access to their underlying values.
Version: 4.7    Build: 1    Release Date: 11/07/2011     Type: New     View All Features in Build
For ConnectWise users, when using ConnectWise as a Product Data Source, the product's Manufacturer, Vendor, and VendorSKU of the product is now available.
Version: 4.7    Build: 1    Release Date: 11/07/2011     Type: New     View All Features in Build
For QuickBooks users, custom fields for the QuickBooks customer are now all displayed in the results when searching for a QuickBooks contact. Also the QuickBooks customer custom fields can be retrieved into the quote using the DataLink feature.
Version: 4.7    Build: 1    Release Date: 11/07/2011     Type: New     View All Features in Build
For QuickBooks users, when creating Inventory and Non-Inventory items, the manufacturer part number from QuoteWerks populates the ManufacturerPartNumber in the QuickBooks Item definition for QuickBooks (SDK 7.0), QuickBooks USA 2008 and higher, QuickBooks AU/UK 2009 and higher.
Version: 4.7    Build: 1    Release Date: 11/07/2011     Type: New     View All Features in Build
Etilize 2.0 UI redesign and enhancements. Now includes accessories, spec sheets, website links, and support for multiple part numbers for the same item. The Etilize panel is now available on both the Product Lookup window and the Quote WorkBook, making it easy to update existing items on existing quotes with updated Etilize information. Etilize information is no longer just displayed when searching Etilize on the Product Lookup window, the Etilize panel now displays when searching individual product databases including Autotask and ConnectWise products. When searching for Etilize Products from the Product Lookup, you can narrow down the results by Category, Sub-Category, Manufacturer, and you can also limit the results to only items carried by distributors that you have setup real-time pricing for. Pricing is now available from CDW, Newegg, Dell, and Amazon. Etilize product content is now supported for UK Customers. To top it all off the Etilize integration now boasts a 7x speed increase!
Version: 4.6    Build: 6    Release Date: 09/08/2011     Type: Fix     View All Features in Build
For ConnectWise users, when creating line item detail, if not existing products where found, an error would incorrectly be displayed about a error 0 problem with the manufacturer part number.
Version: 4.6    Build: 6    Release Date: 09/08/2011     Type: Misc     View All Features in Build
For GoldMine users, added new ini key "GoldMineMaxSearchResultSecondaryRecords" under the "Contact Managers" section in the site.ini file. This enables you to increase the default limit of displaying only the first 50 GoldMine secondary contacts.
Version: 4.6    Build: 6    Release Date: 09/08/2011     Type: New     View All Features in Build
The QuoteValet Dashboard window accessed from the QuoteWerks Toolbar can now be left open enabling you to fully interact with QuoteWerks at the same time. From the QuoteValet Dashboard, you can view activity and open quotes without having to close the dashboard to interact with the quotes.
Version: 4.6    Build: 6    Release Date: 09/08/2011     Type: New     View All Features in Build
ACT! for Web 2011 and ACT! for Web 2012 is now supported!
Version: 4.6    Build: 6    Release Date: 09/08/2011     Type: New     View All Features in Build
ACT! 2012 is now supported!
Version: 4.6    Build: 5.09    Release Date: 07/09/2011     Type: Fix     View All Features in Build
Once a document has been approved and locked, unlocking the document will now remove the approval, approval request and peer review request history. The removal is logged in the document's transaction log viewed under the File->Properties menu.
Version: 4.6    Build: 5.09    Release Date: 07/09/2011     Type: Fix     View All Features in Build
If the apostrophe character was in the data fields merged into an email template it would be displayed as "'"
Version: 4.6    Build: 5.09    Release Date: 07/09/2011     Type: Fix     View All Features in Build
For ConnectWise users, error would occur while creating/updating an opportunity in ConnectWise if the link was configured to create individual line item data and one of the line items contained an apostrophe in the manufacturer part number.
Version: 4.6    Build: 5.09    Release Date: 07/09/2011     Type: Misc     View All Features in Build
For ConnectWise users, there was an issue where a cryptic error exception would be displayed when attempting to create/update a call activity if the activity type of 'call' had been renamed or deleted from ConnectWise. Now a friendly error message is shown describing how to resolve the issue.
Version: 4.6    Build: 5.09    Release Date: 07/09/2011     Type: New     View All Features in Build
For ConnectWise users, it is now possible to create a Call activity without specifying a time.
Version: 4.6    Build: 5.09    Release Date: 07/09/2011     Type: New     View All Features in Build
Added a new "Auto Preview after upload checkbox on the Upload to QuoteValet window. When checked, this will preview the QuoteValet quote in your web browser, performing two actions with a single click. This setting is remembered per user.
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: Fix     View All Features in Build
For ACT!, ACT! for Web, Outlook BCM, and MS CRM users, when line item detail was being written into the sales opportunity, if the quote included a group that was optional, the individual items were incorrectly being included in the sales opportunity line item detail.
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: Fix     View All Features in Build
QuoteWerks manufacturer field is 40 characters long. In cases where Etilize returned a manufacturer name longer than 40 characters, it will be truncated and no error message will be displayed.
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: Fix     View All Features in Build
If macros are used in the DocName, invalid characters are now stripped from the macro data.
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: Fix     View All Features in Build
For ConnectWise users, an issue where Call Activities were intermittently not being updated has been resolved.
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: Fix     View All Features in Build
The Word merge macros were case sensitive, but should not be, so if they were not typed in exactly with the same upper and lower case letters, the macro would not be found.
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: Fix     View All Features in Build
For QuoteValet users, if a quote was opened from an external link like a document link in a CRM package or from a DTF file, when the quote was opened, it was not getting updated with QuoteValet Activity.
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: New     View All Features in Build
There is a new Active Signature feature. When using an email signature macro in a template, you can use SignatureActive instead of SignatureStandard, SignatureShort, etc. When you use the SignatureActive macro, it will be replaced with whatever you set as the Active Signature. Take for example, if you have 20 email templates and in each one you used the macro SignatureStandard, then when you wanted to use a different signature like SignatureAlternate1, you would have to edit 20 templates. With the Active Signature feature, just use the SignatureActive macro in the 20 templates, and then under the Email tab of the Tools->My Preferences menu, just change your Active Signature to Alternate1 and you will not have to modify any of the templates. You can also switch between signatures that might have a monthly special offer included in it.
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: New     View All Features in Build
You can now have more than one email signature. In fact, you have a Standard, Short, Alternate1, Alternate2, and Alternate3 email signature. There are so many uses for this. During each season of the year, you might have a slightly different e-mail signature (like Happy Halloween, Merry Christmas, Happy New Year, etc) and now you can keep them all instead of replacing it each time. Sometimes you want to include your signature complete with your full address, phone number, title, etc. Other times you will just want to include your Short signature, like just your name, title, and phone number. The short signature is particularly good for QuoteValet "Your Quote is Ready" emails to your customers. The Email signature macros for use in the email templates are SignatureStandard, SignatureShort, SignatureAlternate1, SignatureAlternate2, SignatureAlternate3. Rather than typing in your email signature into each email template you setup, you can use email signature macros in them, making it easy to change your email signature in one place.
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: New     View All Features in Build
The synchronization of documents like quotes/orders/invoices will now propagate document deletions out between the master installation, remote site installation, and remote pc installations. Once this update is installed, all deletions be recorded and then propagated when the sync process is run. It will not retroactively apply deletes that happened before build 5 was installed. Deletions on the master will propagate out to the remote laptop installation, and also any quotes deleted from the remote installation will be deleted from the master installation. Security rights determine if a user can delete quotes. Before a quote is deleted, a backup is made of it in the \QuoteWerks\DTF folder like jbnlQ1001.b01 just in case it needs to be recovered.
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: New     View All Features in Build
Autotask is now supported with the new built-in Autotask link. This new integration is available in the Corporate Edition of QuoteWerks. The integration includes: a) Autotask can be searched to find Contacts to pull into the quote. b) QuoteWerks will create/update a Sales opportunity in Autotask. You can attach to existing Autotask opportunities or create new opportunities in Autotask. c) QuoteWerks will create/update an attachment to the quote under the Attachments tab in the Autotask Opportunity. This can be used to open the quote that the opportunity refers to. If this is a remote install or satellite office, opening that document link will import that quote into that QuoteWerks installation. d) QuoteWerks will create/update the Autotask Quote associated with the Opportunity. Line Items in QuoteWerks are automatically attached to the Autotask Quote. Products that do not already exist in Autotask are created in the Autotask master product database. Recurring revenue forecasting options are also supported. e) QuoteWerks can link to the Autotask Products and Services databases as Product Data Sources. From within QuoteWerks you can search the Autotask databases and add these products and services to your QuoteWerks quote. f) There is a "Display contact in contact manager" button on the SoldTo / ShipTo tab that will open the Autotask Contact in Autotask for the SoldTo, ShipTo, or BillTo linked contact. g) There is a "Display Opportunity in contact manager" button on the QuoteWerks Create/Update Autotask Opportunity window that will open the Autotask Opportunity in Autotask. h) There is a "Display Quote in contact manager" button on the QuoteWerks Create/Update Autotask Quote window that will open the Autotask Quote in Autotask.
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: New     View All Features in Build
Support for MS CRM 5.0 (Active Directory only). Internet Facing Deployment (IFD) is not supported. Microsoft Dynamics CRM Online is not supported.
Version: 4.6    Build: 3.06    Release Date: 03/21/2011     Type: New     View All Features in Build
You can now send an email from the Edit Contact window.
Version: 4.6    Build: 2    Release Date: 02/16/2011     Type: Fix     View All Features in Build
If your CRM was not GoldMine, MS CRM or ACT for Web, you would not be able to select an email address from the new 'QuoteWerks Users" option on the Select E-mail Recipients window.
Version: 4.6    Build: 2    Release Date: 02/16/2011     Type: New     View All Features in Build
The DataLink now supports the fields ContractStartDate and ContractEndDate.
Version: 4.6    Build: 2    Release Date: 02/16/2011     Type: New     View All Features in Build
For QuoteValet users, the QuoteValet dashboard can do a lot more reporting. You can filter by date range and by user. You can also filter your dashboard data to see focused, actionable information such as quotes expiring in next week, any QuoteValet activity today, any quotes not viewed yet, all the quotes viewed by customers last week, all quotes accepted this month, etc.
Version: 4.6    Build: 1.23    Release Date: 01/11/2011     Type: Fix     View All Features in Build
Some users would receive error "Error in GetActiveSheetFromSelf(), Me.tag=''" when opening or creating a new quote
Version: 4.6    Build: 1.06    Release Date: 12/20/2010     Type: Misc     View All Features in Build
Sales Rep Full Name now displayed for PreparedbyContact in QuoteValet
Version: 4.6    Build: 1    Release Date: 12/15/2010     Type: Fix     View All Features in Build
For ACT! for Web users, when choosing the File|Save As menu, the user was not prompted to move the CRM links.
Version: 4.6    Build: 1    Release Date: 12/15/2010     Type: New     View All Features in Build
QuoteValet integration. QuoteValet is the online quote delivery and acceptance vehicle for QuoteWerks. QuoteValet is a more robust way to deliver quotes to your customers and prospects. Rather than attaching a PDF file to the quote and emailing it to your customer, QuoteValet will create a personalized web page to present the quote on quotevalet.com. The advantage of using QuoteValet is that you will actually know when your customer has received the quote. You will know when they have viewed the quote and how often they review the quote. Your customer will be able to change quote options dynamically and ask you questions through the customized quote page (keeping all communication together). Most importantly, they will be able to electronically accept and sign the quote! QuoteValet setup in QuoteWerks is on the QuoteValet tab of the Tools|Options menu. QuoteValet is accessed though the File|Print window, and also through the QuoteValet toolbar button.
Version: 4.6    Build: 1    Release Date: 12/15/2010     Type: New     View All Features in Build
Approvals. Have you ever had a sales rep email a quote to a customer that you wished you had reviewed before the customer received it? You now have that power within QuoteWerks! With the new Approval Requirements feature you can require that your sales reps obtain approval from you before a quote can be printed, emailed, or uploaded to QuoteValet. You can activate the Approval requirement per sales rep, and define under which conditions the approval is required and by who the approval needs to be obtained from. An Approval requirement can be triggered on a document or line item level. For example, if any single item's margin is less than 5%, then this quote requires an approval, or if the margin on the entire quote is less than 15%, then this quote requires an approval. When an approval is required, you can specify who is authorized to approve the quote. For example, if the quote amount is greater than 10,000 it requires the single approval from the sales reps manager. If the quote amount is greater than 50,000 then it requires a single approval from an escalated approver such as the CEO. If the quote amount is greater than 100,000 then it requires multiple approvals from escalated approvers such as the CEO and CFO. There are many different scenarios that can be accounted for. The Approval Requirements are setup Under the Utilities->User Maintenance menu. Select a user and click on the [Edit] button. From there, click on the Documents tab, and then click on the [Document Approval Settings] button. From there you can specify the approval requirements. When an approval is required, the user can request it by selecting the [Request Approval] button on the File|Print window. When used with the optional QuoteValet subscription, the approval features are greatly extended.
Version: 4.5    Build: 10    Release Date: 08/11/2010     Type: New     View All Features in Build
ACT! 2011 is now supported!
Version: 4.5    Build: 9.06    Release Date: 07/29/2010     Type: Fix     View All Features in Build
When importing DTF files would receive error about the TransactionLog appearing more than once in the query.
Version: 4.5    Build: 9    Release Date: 07/23/2010     Type: Fix     View All Features in Build
In some folder selection dialogs, if a valid full path and file name where entered, it would incorrectly be accepted as a valid folder, when in fact the data entered included a file name.
Version: 4.5    Build: 9    Release Date: 07/23/2010     Type: Fix     View All Features in Build
For ConnectWise 2010.3 users, when QuoteWerks added products to the Products tab of the Opportunity, the description would be truncated to 50 characters.
Version: 4.5    Build: 9    Release Date: 07/23/2010     Type: Misc     View All Features in Build
For ACT 2010 running on 64-bit windows, now looking in Software\Wow6432Node registry key for ACT! registry settings.
Version: 4.5    Build: 9    Release Date: 07/23/2010     Type: New     View All Features in Build
When sending sales opportunity information over to ConnectWise, ACT!, ACT! For Web, Outlook, MS CRM, and SugarCRM, when grouped bundles are configured to be created in the CRM as a single roll-up line (as opposed to individual line items) now if 50% or more of the items that compose the grouped bundle are taxable than the single roll-up will be also created as taxable in the CRM.
Version: 4.5    Build: 9    Release Date: 07/23/2010     Type: New     View All Features in Build
You can now synchronize master and remote installations that are not running the exact same build number as long as they are compatible builds.
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: Fix     View All Features in Build
For ConnectWise users, when searching for a contact, if very quickly clicking on the [Use in SoldTo] and [Use in Ship To] buttons, an error would occur because the first task was still being executed when another one was started.
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: Fix     View All Features in Build
For ConnectWise users, when searching for a contact, the phone number would be displayed without formatting like "4072481481" rather than "(407) 248-1481".
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: Fix     View All Features in Build
For SugarCRM users, when pulling a contact into QuoteWerks, if the contact's street address in SugarCRM contained more than one line, all lines would be combined into the first address line in QuoteWerks.
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: Fix     View All Features in Build
For ConnectWise users, when creating/updating an opportunity, if one of the line items used in the quote existed in ConnectWise, but was flagged as an "inactive" item in ConnectWise, a cryptic exception error would be displayed. Now, the message will include the item that is causing the problem along with some possible solutions.
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: Fix     View All Features in Build
For ConnectWise users when the Category/SubCategory Items were mapped, if the ConnectWise Category/SubCategory item contained "(" or ")" characters like "Hardware/Telephony (VoIP)", the mapping would not be saved, resulting in error messages about these Category/SubCategory values not existing in ConnectWise.
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: Misc     View All Features in Build
For ConnectWise users, made change to detect a ConnectWise issue and inform the user of a workaround. Previously a cryptic error message would be displayed. In short, when you delete a ConnectWise company, the contacts under that company are deleted too. The deleted Company is put into the Company Recycle bin. While the deleted company is in the recycle bin, an API search for the contact's last name will return the contact, but the company the company refers to is missing. ConnectWise Service ticket #1019597/API.
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: New     View All Features in Build
Grouped Configuration Items and Grouped Bundle Items now support a "Don't include in Group" option. This option gives you the capability to do two different things. First, through the Configurator, the last items you choose can be formula based line items that are added below the group as regular line items not actually in the group. The benefit here is that you can add for example a formula based line item that is 20% of the group header amount. Alternatively, at the end of the Configuration you can create one or more selection containers and populate it with items that will not be included in the group, but rather after the group. The real benefit here is that you can build a configuration that is grouped and then easily choose from a specific list of other products to add after the group. Without this you would have to go search the entire product database manually looking for other items to add. With this feature, you can just choose from the items previously setup in the selection container.
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: New     View All Features in Build
The Built-in SMTP email encoding can now be modified. On the Misc sub tab of the Internet tab, under the Tools->My Preferences menu, there is now a "Use 8 bit encoding" option. There is also a "Encode E-mail using character set" setting. For example, to support the German Umlaut characters, you would check the "8 bit" option and type in the character set of "iso-8859-15".
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: New     View All Features in Build
On the Notes tab of the QuoteWerks Edit Contact window, you can press CTRL-I to insert a note. This will switch to the Notes tab and insert the logged in user name, date, and time at the beginning of the notes field. It will insert, for example, "*** (John Lewe) *** May 10, 2010 at 9:45 am".
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: New     View All Features in Build
On the Views tab of the Tools|My Preferences menu there is now a "Default Edit Contact tab" option. This will set which tab is displayed by default when viewing a QuoteWerks contact record.
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: New     View All Features in Build
On the QuoteWerks Edit Contact window, on the Notes tab, the Notes tab is now divided into two sections - TopNotes and Notes. Typically as you add new notes to the Notes field, the older notes get pushed further and further down. Often, important information then becomes buried in the middle of lots of notes. The TopNotes will always stay on the top. This is especially useful for recording things like warnings, notices, and instructions that you always want to see. It can be things like user id's, account numbers, instructions on how to navigate through their phone system like prompt [5] then [7], then [2]. You can also store information like "Always get signature for delivery. Always use their FedEx# 1234-5678-9. Typically we speak with John or Brian when accepting orders. If the customer asks for pricing, only Mike knows the special pricing they negotiated."
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: New     View All Features in Build
On the QuoteWerks Edit Contact window, there is now a ContextRef field below the Contact field. This can be used to make a contextual note about this person that is always displayed right by the contact name (rather than buried in the Notes tab). You can use this to store all sorts of useful information like "he is our new property manager", "met him at EHExpo", "met him golfing with John", "met at 2009 superbowl party". You can also put things like "is a guy" or "is a girl" for help with unisex names. And of course you can use it to indicate how to pronounce someone's name, like for "Lewe" you could say "pronounced Loo".
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: New     View All Features in Build
For ConnectWise users, when QuoteWerks creates a product definition in ConnectWise, the manufacturer field will now be set as long as the Manufacturer exists in the hard coded list of manufacturers in ConnectWise. If the manufacturer for the item does not exist in ConnectWise the manufacturer will be set to a blank value. If you would prefer to have the manufacturer set to "Other", you can set the ini key ManufacturerNotFoundSetToOther=-1 under the [ConnectWise] section of the site.ini file.
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: New     View All Features in Build
For ConnectWise users, ConnectWise user defined fields are now supported by our DataLink. The User Defined Fields from the Profile tab of the ConnectWise Company record and the User Defined Fields from the Other tab of the ConnectWise Contact record can now be pulled into the quote automatically when the contact is inserted into the quote.
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: New     View All Features in Build
For ConnectWise users, the TaxRate and Terms fields can now be automatically retrieved from the ConnectWise company and pulled into the quote using the DataLink feature. To activate this, need to setup them as DataLink fields. Under the Contacts->Setup Contact Manager, choose ConnectWise and then click on the [DataLink Setup] button. Click on the [New] button to create a new DataLink mapping. Choose "Company->TaxRate" as the Contact Manager field and "LocalTaxRate" as the QuoteWerks field. For the Terms field, click on the [New] button and choose "Company->Terms" as the Contact Manager field and "Terms" as the QuoteWerks field.
Version: 4.5    Build: 5.01    Release Date: 04/23/2010     Type: Fix     View All Features in Build
For ACT! 2010 users, when creating an opportunity and choosing to rollup the quote items into a single rolled up amount in the ACT! Sales Opportunity, the Unit Amounts were not being extended by the quantity.
Version: 4.5    Build: 5    Release Date: 04/23/2010     Type: Fix     View All Features in Build
If the default contact manager was set to ConnectWise, the second description field on the product Lookup window would be disabled.
Version: 4.5    Build: 5    Release Date: 04/23/2010     Type: Fix     View All Features in Build
Error 'The field name 'ContractStartDate' is not in the Document Header lookup array' when using that field in the print layout designer. Similar issue with 'ContractEndDate'. These two fields were not available as literature or cover page macros. Also these two fields could not be set or retrieved using the API.
Version: 4.5    Build: 5    Release Date: 04/23/2010     Type: Fix     View All Features in Build
The QuoteWerks contact database fields of CompanyAKA1, CompanyAKA2, and CompanyAKA3 were not available in the DataLink.
Version: 4.5    Build: 5    Release Date: 04/23/2010     Type: Fix     View All Features in Build
The QuoteWerks contact database fields of CompanyAKA1, CompanyAKA2, and CompanyAKA3 fields were not available in the Import Contact Wizard.
Version: 4.5    Build: 5    Release Date: 04/23/2010     Type: Fix     View All Features in Build
For ConnectWise users, if funky characters like >%<& were used in ConnectWise login credentials, the login would fail.
Version: 4.5    Build: 5    Release Date: 04/23/2010     Type: New     View All Features in Build
For ConnectWise users, when selecting a contact to use in the quote, if the contact has multiple sites associated with it, you will be able to choose the particular site you would want to use. Sites can be designated as Primary, Default Ship, Default Bill, and Default Mail. These designations are indicated in your selection list. Additionally, when selecting a Ship To contact for the quote, the Default Ship site will be the default selection.

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Version: 4.5    Build: 5    Release Date: 04/23/2010     Type: New     View All Features in Build
For ConnectWise users, there is now a new [Unlink] button on the Create/Update Opportunity window. This is useful when accidentally attaching a quote to the wrong opportunity in ConnectWise. With this feature all entries relating to the QuoteWerks Quote will be removed from the ConnectWise opportunity including: Forecast lines, products listed under the Products Tab, services listed under the Services Tab, the document attachment under the Documents Tab, and the Call activity under the Activities Tab.

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Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: Fix     View All Features in Build
For GoldMine users, the integration uses DDE which has a 254 character limit for each DDE command. There are some GoldMine integration activities in which the 254 character limit may have been reached. Now you will receive a message if this happens so that it can be tracked down.
Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: Fix     View All Features in Build
For ACT for Web users, after saving a document you would be prompted to save again when closing the document.
Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: Fix     View All Features in Build
In comment lines, only certain text columns can accept input. In addition to the current text columns that accept input, now the Vendor and Manufacturer columns can also accept data. Additionally, any text columns that do not accept text will now warn you about this.
Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: Fix     View All Features in Build
For native product databases, if the database tree was expanded and then the "(Manufacturers)" Auto-folder was clicked on, would receive error "...no RecordSource specified..."
Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: Misc     View All Features in Build
Updated to accommodate Tech Data real-time now returning "Vendor authorization required for pricing information for item" instead of "Warning: Item is not EC-orderable -- contact Sales".
Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: Misc     View All Features in Build
The ACT! 2010 Integration link Windows Installer has been updated to say "QuoteWerks 4.5 ACT! 2010 link". Also, if ACT! is uninstalled and then you try to uninstall the QuoteWerks ACT! 2010 link would receive an error saying "ACT! was not installed".
Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: New     View All Features in Build
Reseller Branding is now supported. Resellers can request a QuoteWerks Reseller Branding String. When this Branding String is entered into a QuoteWerks installation a Help->Contact My Reseller menu will appear. When the user clicks on this menu, the reseller's contact information, and a personalized message will be displayed. Additionally, when users receive messages from within QuoteWerks and through the QuoteWerks Communicator system, instead of the message saying the generic "contact your local reseller to purchase", it will give specific details on the local reseller to contact including company name, contact name, phone number, email, etc.
Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: New     View All Features in Build
The SYNNEX description field now supports descriptions longer than 100 chars. A longer description of up to 240 characters (if provided by SYNNEX) is now supported. To apply this change, the SYNNEX product data source will need to be removed and the re-added.
Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: New     View All Features in Build
The Edit Product window caption now displays the Manufacturer Part Number for quick reference.
Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: New     View All Features in Build
Keyboard shortcuts for date field entry in most date input text boxes such date fields on the quote workbook tabs, the Edit Product window, Open Document, QuoteWerks Edit contact window, and more. The keyboard shortcuts are as follows: "t"=today's date. "+"=increase the date by one day. "-"=decrease the date by one day. "d"=increase the date by one day. "m"=first day of the month(if field is empty), otherwise increases the date by one month. "h"=last day of the month(if field is empty), otherwise increases date to the end of the current month, and then each subsequent press increases the date to the last day of the next month. "y"=first day of the year(if field is empty), otherwise increases the date by one year. "r"=last day of the year(if field is empty), otherwise increases date to the end of the current year, and then each subsequent press increases the date to the last day of the next year.
Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: New     View All Features in Build
Added new CompanyAKA1, CompanyAKA2, and CompanyAKA3 fields to the built-in QuoteWerks contact database. This feature lets you specify up to 3 "Also Known As" (AKA) aliases for each company record. When searching for a contact by company name, if the search phrase finds a match in the Company, CompanyAKA1, CompanyAKA2, or CompanyAKA3 field, that record will be returned in the results. There are many fantastic ways to use this new feature which you will quickly find very useful. For example, a company like "Center for Computer Resources" when asked for their company name may reply with "CCR". If you search your database for CCR you will of course not find it, because the company’s full name is "Center for Computer Resources". Using the new company name aliasing feature, you can set CompanyAKA1="CCR". That way you will find their record if you type in either "Center for Computer Resources" or "CCR". Here is another way to use the Aliasing feature. You may use contact management software "GoldMine". The company that makes "GoldMine" is "FrontRange Solutions, Inc.". If you want to search your database to look for the phone number for GoldMine support, you will most likely remember the name "GoldMine" and not "FrontRange Solutions, Inc." In this case, you can set the CompanyAKA1="GoldMine". That way when you search for "GoldMine" it will pull up "FrontRange Solutions, Inc." Building on this, you could also store the name of your GoldMine reseller in CompanyAKA2, so that when you search for "GoldMine" QuoteWerks returns the contact information for both the company that makes GoldMine and the reseller that services your GoldMine installation. Another really great use for the Aliasing feature is to record company parent and child relationships. A company may have its own particular name like "Aspire Technologies, Inc.", but its parent company is "Lewe Enterprises". You may have "Aspire Technologies, Inc." listed in your database, but when they call you, they say their name is "Lewe Enterprises". In this case, you can set the Company="Aspire Technologies, Inc.", and CompanyAKA1="Lewe Enterprises". Another use would be simply to use the Alias as a nickname. Another use is when a company changes their name. You can put the old name in CompanyAKA1, and update the Company field with the new name. This way, you will find the record when you search for the old or current company name. This is particularly useful when someone who has been with the company for a long time may initially announce themselves as working for an old company name either accidentally or they assume that your records have not been updated.
Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: New     View All Features in Build
The Online Ordering Module is no longer sold as a separate $399 annual subscription. The Online Ordering features are now included with the Real-Time Data Module. Additionally, while in demo mode, you can now interact with the Online Ordering screens. You will still need to request a trial key however to activate the ability to actually place an online order.
Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: New     View All Features in Build
Recurring Revenue support. Now, you can use the Line Item Attributes to specify if a line item is recurring revenue like a Weekly, Monthly, Quarterly, or Annual fee. You can set if you want the first month's fee to be due up front or not. You can easily run management reports to see how much Monthly revenue is forecasted based on these recurring revenue items. You can also filter these reports to see when various monthly contract periods are ending, so that you can contact your customers for renewals, etc. Often in a quote, you may have one line item with an Annual recurring revenue and another with a Monthly recurring revenue. Rather than having to individually specify the start and end date for both of these line items, you can just set the ContractStartDate and ContractEndDate on the Sale Info tab and that can be used for both line items. The RecurringBillingCycle, RecurringStartDate and RecurringEndDate columns will be available on the Document Items tab. You have access to all this recurring information in the print layout with the following DocumentItem fields: &LineAttributeIsRecurring, RecurringBillingCycle, RecurringFirstPaymentIncluded, &RecurringRevenueWeekly, &RecurringRevenueMonthly, &RecurringRevenueQuarterly, &RecurringRevenueAnnual. Additionally, there are document level DocumentHeader macros of &RecurringRevenueWeeklySubtotal, &RecurringRevenueMonthlySubtotal, &RecurringRevenueQuarterlySubtotal, and &RecurringRevenueAnnualSubtotal.

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Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: New     View All Features in Build
ConnectWise 2010 is now supported with new built-in ConnectWise link. This new integration is available in the Corporate Edition of QuoteWerks. The integration includes: a) ConnectWise can be searched to find Contacts to pull into the quote. b) QuoteWerks will create/update a Sales opportunity in ConnectWise. You can attach to existing ConnectWise opportunities or create new opportunities in ConnectWise. You can even attach multiple quotes to the same ConnectWise opportunity. QuoteWerks creates forecast lines in the ConnectWise opportunity breaking down the forecasted amount by Product, Service, Managed Service, and Other. This enables you to quickly glance at your opportunity to see your revenue breakdown. Recurring revenue forecasting options are also supported. Products and Services can be optionally be automatically created under the Products and Services tabs respectively in the ConnectWise opportunity. These products are also created and updated in the ConnectWise master product database. c) QuoteWerks will create/update an attachment to the quote under the Documents tab in the ConnectWise Opportunity. This can be used to open up the quote that the opportunity refers to. If this is a remote install or satellite office, opening that document link will import that quote into that QuoteWerks installation. d) QuoteWerks will create/update a call activity in ConnectWise used to follow up on the quote. This call will be linked to both the ConnectWise contact and the ConnectWise Opportunity. e) The QuoteWerks DataLink feature can be used with ConnectWise enabling you to retrieve information like Terms and shipping method from the ConnectWise contact into the quote. f) When printing, QuoteWerks can retrieve Contact data from ConnectWise and include it in the printed output. g) ConnectWise Contact data can be retrieved using the F2 Lookup macro of ~ConnectWise_Macro(). h) QuoteWerks can link to the ConnectWise product database as a Product Data Source. From within QuoteWerks you can search the ConnectWise product database, and add these products to your QuoteWerks quote. i) The integration communicates directly with the ConnectWise backend, so the ConnectWise "fat" client does not need to be running for the integration to work. This is particularly useful if you do not have ConnectWise or QuoteWerks running. In this case, if you want to create a quote, you only need to open QuoteWerks.

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Version: 4.5    Build: 1.01    Release Date: 12/16/2009     Type: Fix     View All Features in Build
For SugarCRM users, when creating an opportunity, if any existing opportunities for the select contact contained a blank value for the Probability (rather than a 0), an error "Run-time error '13': Type mismatch" would occur.
Version: 4.5    Build: 1.01    Release Date: 12/16/2009     Type: Fix     View All Features in Build
For Windows Vista and Windows 7 users, the Search for Contact toolbar button on the Sold To/ Ship To tab was not displayed.
Version: 4.5    Build: 1    Release Date: 12/15/2009     Type: Fix     View All Features in Build
For Maximizer 10.0 and 10.5 users, when referencing the Maximizer 'Salutation' field in the DataLink, if the Salutation field in Maximizer contained the Maximizer macro of "<" or ">", those characters would not be replaced with the First Name or Last Name respectively.
Version: 4.5    Build: 1    Release Date: 12/15/2009     Type: Fix     View All Features in Build
For Maximizer 10.0 and 10.5 users, When logging a sent email, would receive a message saying that the email address specified in the sold to contact in the quote did not match the email address for the Maximizer record linked to the sold to.
Version: 4.5    Build: 1    Release Date: 12/15/2009     Type: Fix     View All Features in Build
For ACT!, MS CRM, and Outlook BCM users, if you selected the option to have QuoteWerks write line item details into the CRM's Sales Opportunity, if a Grouped Bundle's header line had a blank description and a 0.00 dollar amount, the Grouped Bundle Header line would not be added (as a line item) to the CRM opportunity.
Version: 4.5    Build: 1    Release Date: 12/15/2009     Type: Fix     View All Features in Build
When using Outlook as the contact manager, on the Contact Lookup window, the list of Search fields would incorrectly be the fields for the Outlook BCM integration (instead of the Outlook integration). This would happen when this window was displayed before the first communication with Outlook had been established.
Version: 4.5    Build: 1    Release Date: 12/15/2009     Type: New     View All Features in Build
ACT! for Web (version 2010) is now supported!. This new integration is available in the Corporate Edition of QuoteWerks. In our experience the ACT! for Web integration is over 50% faster* than the standard ACT! integration. The integration includes: a) ACT! for Web can be searched to find Contacts to pull into the quote. b) QuoteWerks will create/update an attachment to the quote under the Documents tab in ACT! for Web. c) QuoteWerks will create/update a follow up call in ACT! for Web. d) QuoteWerks will create/update a Sales Opportunity in ACT! for Web. e) The QuoteWerks DataLink feature can be used with ACT! for Web enabling you to retrieve information like Terms and shipping method from the ACT! for Web Contact into the quote. f) When printing, QuoteWerks can retrieve Contact data from ACT! for Web and include it in the printed output. g) ACT! for Web Contact data can be retrieved using the F2 Lookup macro of ~ACTForWeb_Macro(). h) There is a "Display contact in contact manager" button on the SoldTo / ShipTo tab that will open the ACT! for Web Contact in ACT! for Web for the SoldTo, ShipTo, or BillTo linked contact. i) On the select Email Address window, you can see all the ACT! for Web email addreses associated with the contact record linked to the Sold To, Bill To, and Ship To fields. j) On the select Email Address window, there is now an option to "Search ACT! for Web" for an email address. You can search your entire ACT! for Web database for an email address, searching by Company, Contact, Last Name, or Phone. *We attribute this to the fact that ACT! is not installed on the same workstation PC that QuoteWerks is installed on. All of the ACT! processing and database searching occurs on a remote server, so ACT! is not using up any of the CPU time or memory on the workstation PC leaving more resources for QuoteWerks and other applications.

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Version: 4.0    Build: 51.01    Release Date: 10/28/2009     Type: Fix     View All Features in Build
After using Outlook as the email client, would receive an error message saying that version 'XXXX' of your contact manager was unrecognized and therefore unsupported.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: Fix     View All Features in Build
When exporting purchase orders to Peachtree, items that had an empty vendor part number and an empty manufacturer, the description would start with a "-" and the last character of the description would be cut off.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: Fix     View All Features in Build
Issue introduced in Build 49 where ACT! 2006 was not detected as running even though it was. This issue specifically only affected ACT! version 2006.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For GoldMine users, on the newly redesigned Select Email Address window, you can now easily choose email addresses from the GoldMine contact record linked to the Sold To, Ship to, and Bill to contacts respectively.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For GoldMine users, on the newly redesigned Select Email Address window, there is now a "'Bill To' E-mail Addresses from GoldMine" email list. This will be a list of all email addresses associated with the GoldMine contact record that is linked to the Bill To fields in QuoteWerks.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For GoldMine users, on the newly redesigned Select Email Address window, there is now a "'Ship To' E-mail Addresses from GoldMine" email list. This will be a list of all email addresses associated with the GoldMine contact record that is linked to the Ship To fields in QuoteWerks.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For GoldMine users, on the newly redesigned Select Email Address window, there is now a "'Sold To' E-mail Addresses from GoldMine" email list. This will be a list of all email addresses associated with the GoldMine contact record that is linked to the Sold To fields in QuoteWerks.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
New and improved Maximizer 10.0 and 10.5 integration! The improved integration includes: a) Maximizer can now be searched to find Companies, Individuals, or Contacts to pull into the quote. Previously you could only retrieve the currently displayed Maximizer contact. b) QuoteWerks now creates/updates linked documents in Maximizer as embedded documents allowing for them to be synchronized using Maximizer's synchronization. c) The QuoteWerks DataLink feature now retrieves the information from the Maximizer record that the quote is linked to, rather than just the current record. This can be used with Maximizer enabling you to retrieve information like Terms and shipping method from the Maximizer Company, Individual, or Contact (whichever is linked to the quote) into the quote. d) When printing, QuoteWerks can retrieve Contact data from the Maximizer contact that is linked to the quote and include it in the printed output. Previously only data from the current Maximizer record could be used. e) Maximizer Contact data can be retrieved using the F2 Lookup macro of ~Max_Macro() to pull data from the Maximizer contact that is linked to the quote. Previously only data from the current Maximizer record could be used. With these changes, Maximizer versions earlier than 7.0 are no longer supported.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For MS CRM 4.0 users, on the newly redesigned Select Email Address window, there is now a "'Bill To' E-mail Addresses from MS CRM" email list. This will be a list of all email addresses associated with the MS CRM account or contact record that is linked to the Bill To fields in QuoteWerks. If linked to a MS CRM account record, all the email addresses associated with the account and all the email addresses associated with the contacts under this account will be displayed.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For MS CRM 4.0 users, on the newly redesigned Select Email Address window, there is now a "'Ship To' E-mail Addresses from MS CRM" email list. This will be a list of all email addresses associated with the MS CRM account or contact record that is linked to the Ship To fields in QuoteWerks. If linked to a MS CRM account record, all the email addresses associated with the account and all the email addresses associated with the contacts under this account will be displayed.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For MS CRM 4.0 users, on the newly redesigned Select Email Address window, there is now a "'Sold To' E-mail Addresses from MS CRM" email list. This will be a list of all email addresses associated with the MS CRM account or contact record that is linked to the Sold To fields in QuoteWerks. If linked to a MS CRM account record, all the email addresses associated with the account and all the email addresses associated with the contacts under this account will be displayed.

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Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For MS CRM 4.0 users, there is now a button on the SoldTo / ShipTo tab that will open the MS CRM Contact in MS CRM for the SoldTo, ShipTo, or BillTo linked contact.

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Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: New     View All Features in Build
For MS CRM 4.0 users, the MS CRM integration now supports Multi-Tenancy installations, Internet Facing Deployments (IFD), and Active Directory Impersonation.
Version: 4.0    Build: 50    Release Date: 09/22/2009     Type: New     View All Features in Build
Added Misc Access Rights CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToXX, CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToXX, and CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToXX. These revoke the user's ability to modify a specific SoldTo/ShipTo/BillTo field on the Sold to/Ship to tab, where XX is the field name, when the contact was retrieved from a CRM. If the contact was not retrieved from the contact manager, the user still has the ability to manually type into the field and they still have the ability to clear the field using the Clear fields button, but if the data is retrieved from a contact manager, the returned data will not be modifiable. The complete list of Access Rights are: CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToCompany CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToContact CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToTitle CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToAddress1 CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToAddress2 CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToAddress3 CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToCity CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToState CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToPostalCode CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToCountry CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToPhone CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToPhoneExt CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToFax CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToFaxExt CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToEmail CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToCompany CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToContact CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToTitle CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToAddress1 CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToAddress2 CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToAddress3 CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToCity CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToState CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToPostalCode CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToCountry CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToPhone CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToPhoneExt CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToFax CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToFaxExt CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToEmail CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToCompany CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToContact CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToTitle CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToAddress1 CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToAddress2 CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToAddress3 CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToCity CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToState CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToPostalCode CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToCountry CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToPhone CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToPhoneExt CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToFax CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToFaxExt CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToEmail
Version: 4.0    Build: 50    Release Date: 09/22/2009     Type: New     View All Features in Build
Added Misc Access Rights CannotManuallyModifyCRMRetrievedFieldValue:DH_&SoldToFields, CannotManuallyModifyCRMRetrievedFieldValue:DH_&ShipToFields, and CannotManuallyModifyCRMRetrievedFieldValue:DH_&BillToFields. These rights behave just like the CannotManuallyModifyFieldValue:DH_&SoldToFields rights, but they only apply once a CRM contact has been retrieved (versus manually typed in) into the quote. Note, the SoldToPriceProfile field is not included in CannotManuallyModifyCRMRetrievedFieldValue:DH_&SoldToFields. There is a separate CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToPriceProfile right for this field.
Version: 4.0    Build: 50    Release Date: 09/22/2009     Type: New     View All Features in Build
Added Misc Access Rights CannotManuallyModifyFieldValue:DH_&SoldToFields, CannotManuallyModifyFieldValue:DH_&ShipToFields, and CannotManuallyModifyFieldValue:DH_&BillToFields. These revoke the user's ability to manually type into any of the SoldTo/ShipTo/BillTo fields on the Sold to/Ship to tab of the WorkBook. They can still retrieve contacts from a CRM using the Retrieve current contact or Search for Contact buttons, as well clear the fields using Clear fields button. They will also still be able to copy the fields from either the Ship to or Bill to sections using the Copy from button. Note, the SoldToPriceProfile field is not included in CannotManuallyModifyFieldValue:DH_&SoldToFields. There is a separate CannotManuallyModifyFieldValue:DH_SoldToPriceProfile right for this field.
Version: 4.0    Build: 50    Release Date: 09/22/2009     Type: New     View All Features in Build
Added Misc Access Rights CannotModifyFieldValue:DH_&SoldToFields, CannotModifyFieldValue:DH_&ShipToFields, and CannotModifyFieldValue:DH_&BillToFields. These completely revoke the user's ability to modify any of the SoldTo/ShipTo/BillTo fields located on the Sold to/Ship to tab of the WorkBook. The user cannot type directly into the fields, nor can they use the Retrieve current contact, Search for Contact, Clear fields, or Copy from buttons to affect the data in the fields. Note, the SoldToPriceProfile field is not included in CannotModifyFieldValue:DH_&SoldToFields. There is a separate CannotModifyFieldValue:DH_SoldToPriceProfile right for this field.
Version: 4.0    Build: 50    Release Date: 09/22/2009     Type: New     View All Features in Build
When choosing the option to embed fonts in the PDF file, the size of the PDF file is now smaller due to the fact that only the font characters that are used in the document are actually embedded in the PDF file. This also makes the document even more tamper-resistant since the only font characters that are embedded in the file are the characters that were used in the file.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: Fix     View All Features in Build
For ACT! 2005 and higher users, if sending an email from the Preview window, the email would be logged in ACT! history, but the email attachment file (the PDF or RTF file) would be deleted. Normally it is stored in the \QuoteWerks\History\Email folder.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: Fix     View All Features in Build
The ability to set associated groups for an opportunity is now re-enabled for ACT! versions 2005 and higher. (See KB article #6484 for details).
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: Fix     View All Features in Build
The last selected search field and operator on the QuoteWerks Contact Database Contact Lookup window was only being remembered if the [Find] button was selected. They will now also be remembered when the query-while-you-type auto search is run.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: Fix     View All Features in Build
For ACT! 2005 and higher users, if any additional attachments were added to a QuoteWerks email the history record that would be created in ACT! for that email would not contain the rtf/pdf attachment of the QuoteWerks document itself.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: Fix     View All Features in Build
For ACT! 2005 and higher users, would receive "Run-time error '-2146233088 (80131500)': User is not logged in" and QuoteWerks would exit when ACT! was running, but no user was logged into ACT. Usually in ACT!, the ACT! User Login window was open.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: Fix     View All Features in Build
For ACT! 2005 and higher users, updated integration DLLS to detect when "::1:" being returned as localhost instead of "127.0.0.1". Prior to this fix, would receive error "No connection could be made because the target machine actively refused it ::1:31535".
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: Fix     View All Features in Build
On the QuicKBooks subtab of the Transaction tab under the QuickBooks Interactive Link Setup, when setting the Memo to a blank value, it would revert back to the default value of "Imported from QuoteWerks Doc# &DH_DocNo (on &SYS_Now)" the next time QuoteWerks started.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: Misc     View All Features in Build
Modified ReduceItemInventoryCount() to support fractional reduction.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: Misc     View All Features in Build
When select ACT! 2005 or higher as your preferred contact manager under the Contacts|Setup Contact Manager menu, if the required ACT! Integration files are not detected, you will now be prompted to re-run the QuoteWerks node installation to correct this issue.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: New     View All Features in Build
On the QuoteWerks Contact Lookup window, the last selected ascending/descending order is now memorized (per user) for each column, so the next time you search by that field, your sort order will be remembered.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: New     View All Features in Build
Innovative Context-Sensitive Tutorial Video links are now displayed on various QuoteWerks windows as a hyperlink labeled "Watch Tutorial Video". These links make it easy to play the appropriate tutorial video based on the window you currently have open, without having to manually go to the website, determine if a video on this topic exists, and then manually play it. The Context-Sensitive Tutorial Video links obtain their content from the Tutorial Videos page on the QuoteWerks website ( http://www.quotewerks.com/tutorial.asp ). The "Watch Tutorial Video" hyperlink is now available on the Tools|Export To QuickBooks window, the QuickBooks Interactive Link Setup window, Tools|Export To Peachtree window, the Peachtree Interactive Link Setup window, the Realtime tab of the Tools|Options menu, the Products|Setup Products Data Sources menu, the Products|Import Wizard menu, and then Utilities|Sync menu.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: New     View All Features in Build
There is now a QuoteWerks ACT! Integration Medic utility. It is located in the "C:\Program Files\Common Files\QuoteWerks" folder and is accessible directly, or through the QuoteWerks Medic Utility under the Utilities|QuoteWerks ACT! Medic Utility menu. This is very useful in debugging complicated ACT! integration issues, including detecting and repairing ACT! framework registration issues due to failed ACT! updates, and blocked (by anti-virus or firewall) tcp ports which interfere with .NET component communication.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: New     View All Features in Build
For ACT! 2005 and higher users, under the Contacts|Setup Contact Manager menu, there are now options to write line item level product detail into ACT! opportunities.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: New     View All Features in Build
ACT! 2010 is now supported!
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: Fix     View All Features in Build
For ACT! 4.0, 2000/5.0, 6.0 users, when exporting to QuickBooks or Peachtree, the DocStatus field was being updated to reflect that the document was exported, but the DTF file associated with the document was not getting updated.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: Fix     View All Features in Build
For Outlook users, the introduction of the "Advanced Outlook Integration" feature set was accompanied by a requirement that the current contact being pulled into the quote must be located inside the same folder (or subfolder) as defined on the General Tab of the Outlook Integration Setup window. Users would receive an error message even though the "Advanced Integration" was not enabled.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: Fix     View All Features in Build
For Peachtree users using the Peachtree Customer list as the contact manager, after searching for a contact using the Contacts|Lookup menu, double-clicking on a contact would not select it.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: Fix     View All Features in Build
For Outlook BCM users, Follow up calls (Appointment entries) and Linked documents (Journal entries) would not display under the Communication History for the Business Contact or Account they were associated with.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: Fix     View All Features in Build
For Outlook BCM users, the last character of the OS logged in user name (used in the Outlook BCM opportunity) would sometimes be truncated.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: Fix     View All Features in Build
The AfterContactSelection API event was firing if the user clicked on the [Select] button even if no contact was actually selected.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: New     View All Features in Build
On the QuoteWerks Contact Lookup window, the last selected operator is now memorized (per user), so the next time you open this window, it will be remembered.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: New     View All Features in Build
In SITE.INI file under the [Contact Managers] section added support for the following INI keys (With their default values specified) "SalesLogixOppStatusOpenValue=Open", "SalesLogixOppStatusClosedLostValue=Closed - Lost", "SalesLogixOppStatusClosedWonValue=Closed - Won". This is particularly useful for German or Non-English versions of SalesLogix.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: New     View All Features in Build
On the Lookup Contact window the [Select for Sold To], [Select for Ship To], and [Select for Bill To] buttons now display their customized labels instead of their hard coded names (if they have been customized).
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: New     View All Features in Build
Added support for SugarCRM (versions 5.1 and 5.2) open source web based contact management software ( www.sugarcrm.com ). The integration includes: a) SugarCRM can be searched to find Contacts or Accounts to pull into the quote. b) QuoteWerks will create/update a linked document (as a SugarCRM note attachment). c) QuoteWerks will create/update a follow up call (as a SugarCRM Call). d) QuoteWerks will create/update a Sales Opportunity (as a SugarCRM Opportunity). e) The QuoteWerks DataLink feature can be used with SugarCRM enabling you to retrieve information like Terms and shipping method from the SugarCRM Contact or Account into the quote. f) When printing, QuoteWerks can retrieve Contact or Account data from SugarCRM and include it in the printed output. g) SugarCRM Contact and Account data can be retrieved using the F2 Lookup macro of ~SugarCRM_Macro().
Version: 4.0    Build: 46    Release Date: 03/27/2009     Type: Fix     View All Features in Build
For GoldMine users, on the send email window, when selecting an email address from the list of all addresses associated with the GoldMine contact being used in the quote, any email addresses in Goldmine longer than 35 chars would be truncated.
Version: 4.0    Build: 45.01    Release Date: 03/17/2009     Type: Fix     View All Features in Build
If the File|Convert to Lost Sale menu was selected for a document that did not have a contact linked to it, an error would be displayed.
Version: 4.0    Build: 45.01    Release Date: 03/17/2009     Type: Fix     View All Features in Build
For MS CRM 1.2 users, when closing an opportunity, the Actual Close Date was not being populated.
Version: 4.0    Build: 45.01    Release Date: 03/17/2009     Type: Misc     View All Features in Build
The fields on the SoldTo/ShipTo tab, SaleInfo, Notes, and Custom tabs now limit the number of characters that can be entered based on the size of the field in the database.
Version: 4.0    Build: 45    Release Date: 03/06/2009     Type: Misc     View All Features in Build
When creating a Bundle, the maximum length of the Bundle name was increased from 40 to 255 characters.
Version: 4.0    Build: 45    Release Date: 03/06/2009     Type: New     View All Features in Build
Added support for Outlook 2007 Business Contact Manager (BCM). The integration includes: a) The currently open Outlook BCM Contact or Account can be pulled into the quote. b) The Business Contacts and Accounts can be searched to find Contacts or Accounts to pull into the quote. c) When searching for contacts, subfolders within the specified Outlook BCM Accounts or Contacts folder are included in the search. d) QuoteWerks will create/update linked documents (as Outlook journal entries) in Outlook BCM. e) QuoteWerks will create/update a follow up call (as an Outlook appointment) in Outlook BCM. f) QuoteWerks will create/update Sales Opportunities (as an Outlook BCM opportunity) in Outlook BCM. g) The QuoteWerks DataLink feature can be used with Outlook BCM enabling you to retrieve information like Terms and shipping method from the Outlook BCM contact into the quote. h) When printing, QuoteWerks can retrieve data from Outlook BCM and include it in the printed output.
Version: 4.0    Build: 44.06    Release Date: 02/10/2009     Type: Fix     View All Features in Build
If a quote was linked to an existing Outlook call or linked document record and the card button was clicked to pull in the currently displayed Outlook contact which was different from the contact currently linked to the quote, you would not receive the prompt verifying if you want to keep the existing links.
Version: 4.0    Build: 44.06    Release Date: 02/10/2009     Type: Fix     View All Features in Build
After a document purge process completed, a message would remind the user to compact the database even if the database was hosted to SQL.
Version: 4.0    Build: 44    Release Date: 01/21/2009     Type: Fix     View All Features in Build
When converting a quote to an order or invoice and choosing to reduce inventory, if any line items had a blank manufacturer part number would receive "error 9 subscript out of range".
Version: 4.0    Build: 44    Release Date: 01/21/2009     Type: Fix     View All Features in Build
When using the Paste Special feature to paste from the clipboard, if the clipboard data was formatted as HTML and the data contained reserved HTML formatting tags, the reserved formatting tags were not replaced with their original counterparts. For example, if the HTML data that was copied into the clipboard contained a reserved character like the ">" symbol, when it was pasted in QuoteWerks it would be represented as "& g t ;" without the spaces.
Version: 4.0    Build: 44    Release Date: 01/21/2009     Type: Fix     View All Features in Build
For MS CRM users, if you preview or print a quote layout that contains an MS CRM field before you have retrieved a contact from MS CRM, would receive "Runtime Error 91" error.
Version: 4.0    Build: 44    Release Date: 01/21/2009     Type: Fix     View All Features in Build
On Product Lookup window, the Manufacturer and Vendor Part # field background color appeared black on Windows Vista machines.
Version: 4.0    Build: 44    Release Date: 01/21/2009     Type: Misc     View All Features in Build
For CRM users, when attempting to save a quote, that is not linked to a CRM contact, and the Look for synchronized data option is set, the user can now save without having to exit their CRM software.
Version: 4.0    Build: 44    Release Date: 01/21/2009     Type: New     View All Features in Build
On Real-time Product Content window, if available, a "View product on Manufacturer Website" hyperlink is now displayed.
Version: 4.0    Build: 44    Release Date: 01/21/2009     Type: New     View All Features in Build
Advanced Outlook integration! The new advanced integration includes: a) When searching for contacts, subfolders within the specified Outlook contact folder will now be included in the searching. b) QuoteWerks will create/update linked documents (as Outlook journal entries) in Outlook. c) QuoteWerks will create/update a follow up call (as an Outlook appointment) in Outlook. d) The QuoteWerks DataLink feature can be used with Outlook enabling you to retrieve information like Terms and shipping method from the Outlook contact into the quote. e) When printing, QuoteWerks can retrieve data from Outlook and include it in the printed output.

See a screenshot of this feature
Version: 4.0    Build: 43.05    Release Date: 11/10/2008     Type: New     View All Features in Build
Macros are now supported in Document Names for templates. For example, if you save a document as a template and give the template a name like "Standard System - &DH_SoldToCompany &SYS_TodaysDate", then when you use the template by selecting this template from the File|New menu, and then save the resulting document, those macro values will be replaced with the actual values.
Version: 4.0    Build: 43.03    Release Date: 11/06/2008     Type: Fix     View All Features in Build
When append pasting products into a Product Data Source, duplicate manufacturer part number checking was not being performed.
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: Fix     View All Features in Build
When in demo mode, and attempting to export to QuickBooks, Peachtree, Open Export Module, or Place an Online Order, would receive a message stating that there were more than 8 documents in the database when there was actually exactly 8.
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: Fix     View All Features in Build
In some cases the mousepointer icon would remain the hourglass icon after the activity had finished.
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: Fix     View All Features in Build
When creating a salesforce.com opportunity for a salesforce.com contact that had no existing opportunities associated with it you would not be able to create a new opportunity in salesforce.com. Introduced in Build 39.07.
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: New     View All Features in Build
For API users, added new Application.DoAction method. This .DoAction method enables developers to initiate menu selections. Currently supported are "CallMenuFileSave", and "CallMenuToolsOptions".
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: New     View All Features in Build
For API users, added new Database backend object. With this developers can read from and write to any QuoteWerks database, except the product databases. This is useful for performing database related activities like importing and exporting records, running queries to find particular data, etc. For security purposes a Developer Access Key system was implemented so that the QuoteWerks administrator will have control over what applications will have this access to the QuoteWerks databases. This security is administered under the Security tab of the Tools|Options menu.
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: New     View All Features in Build
When searching for contacts under the Contacts|Lookup menu, the ability to sort columns in the results grid by clicking on the column header is now also supported for ACT!, MS CRM, Outlook, Peachtree, QuickBooks, SalesLogix, and salesforce.com users.
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: New     View All Features in Build
Added Misc Access right "CannotCreateContactRecord". This can be used to prevent a user from creating or cloning contacts in the QuoteWerks contact database.
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: New     View All Features in Build
Added Misc Access rights "CannotModifyFieldValue:DI_Description" and "CannotModifyFieldValue:DI_ManufacturerPartNumber". When these rights are set, the user cannot modify these fields on the Document Items tab. This is useful in restricting a user from modifying these values to be anything other than what is defined in the product database. Preventing a user from modifying the Manufacturer Part Number is especially useful in that if it is changed, it no longer matches the entry in the database and/or accounting software. When these rights are set, these columns on the DocumentItems tab will have a grey (disabled) background, and when the user clicks in the cell, the status bar will display "You do not have rights to modify this field. This field is read-only".
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: New     View All Features in Build
Added support for Real-time Product Content through OpenICEcat. OpenICEcat is a worldwide open catalogue developed in co-operation with over 150 sponsoring manufacturers for the purposes of providing real-time product content such as detailed product descriptions, pictures, and spec sheets. There is no charge for the OpenICEcat service. The QuoteWerks Real-time module is required to access this information. You can right click on a product and choose the Real-time Content menu to display real-time detailed product descriptions, pictures, and spec sheets for the product. For products in native product databases, you have the option to update the product with this real-time content, and by doing so, the pictures and/or spec sheet files will be downloaded and saved into your QuoteWerks installation for future use. On the Document items tab, you can select the Tools|Real-time Product Content menu to update the descriptions of any selected items already in the quote with Real-time Content.

See a screenshot of this feature
Version: 4.0    Build: 39.07    Release Date: 08/25/2008     Type: Fix     View All Features in Build
When retrieving salesforce.com product descriptions that contained multiple lines, a block character would represent the line break and the line break would be ignored.
Version: 4.0    Build: 39.07    Release Date: 08/25/2008     Type: Misc     View All Features in Build
A new document always starts with a blank line. If a contact is then selected and if the sales tax rate is updated (as a result of a DataLink mapping), when a product is then added to the document, the empty first line remains which is most cases then requires that the user manually delete it.
Version: 4.0    Build: 39.07    Release Date: 08/25/2008     Type: New     View All Features in Build
Added macro fields &DI_&CurrentCellName, &DI_&CurrentCellText, &DI_&CurrentCellSelectedText, and &DI_&CurrentCellSelectedOrAllText. An example of their use would be to create a custom menu item called "Open in browser" in the Edit menu, set the Action to "Open a Web URL", and in the Command use the macro &DI_&CurrentCellSelectedOrAllText. Then when you right click on any cell in the Document Items tab and choose that menu item, the selected text in the cell will be passed to your default web browser to be opened. If no text is selected, then the entire contents of the cell will be passed to the web browser.
Version: 4.0    Build: 39.07    Release Date: 08/25/2008     Type: New     View All Features in Build
Added "CannotExportContacts" Misc Access right. This can be used to prevent a user from exporting contacts out of the QuoteWerks contact database to a text file which is accessed through the [Export Contacts] button under the Contacts|Setup Contact Managers menu. This is a useful security feature that would prevent a user from exporting your entire customer list.
Version: 4.0    Build: 39.07    Release Date: 08/25/2008     Type: New     View All Features in Build
Added an [Export to Clipboard] button for the QuoteWerks contact database. Now, you can export any results of searches to the clipboard.
Version: 4.0    Build: 39.07    Release Date: 08/25/2008     Type: New     View All Features in Build
Added [Export Contacts] button to the Contacts|Setup Contact Manager menu for the QuoteWerks contact database. You can now export all the contacts in the contact database to a tab-delimited text file.
Version: 4.0    Build: 39.01    Release Date: 08/18/2008     Type: Fix     View All Features in Build
When sending email using the built-in SMTP email with GoldMine as your contact manager, QuoteWerks would terminate. Applicable to Build 39 users only as this issue did not effect any other builds.
Version: 4.0    Build: 39.01    Release Date: 08/18/2008     Type: New     View All Features in Build
Added macro field &PL_Manufacturer.
Version: 4.0    Build: 39.01    Release Date: 08/18/2008     Type: New     View All Features in Build
You can now search by Account Number in the QuoteWerks contact database search window. The Account Number column is also displayed in the results grid. If QuoteWerks was installed prior to this build, you will need to delete the [ContactSearchWindowGridSettings] section from the user ini file (by selecting the [Edit User INI] button from the Installation tab of the Tools|Options menu) for the new Account Number column to appear.
Version: 4.0    Build: 39    Release Date: 08/12/2008     Type: Fix     View All Features in Build
If a QuickBooks account name contained a "(" or ")" character would receive error when that account was referenced during the QuickBooks integration. After installing this update you need to go into the QuickBooks link setup and click on the [Ok] button to correct any bad data saved previously as a result of this issue. This fixes the issue when the account name contains these characters. The similar Build 36 fix fixed the issue when the account description contains these characters.
Version: 4.0    Build: 39    Release Date: 08/12/2008     Type: New     View All Features in Build
The DocumentItems.&Line1Manufacturer field is now available in the print layout designer.
Version: 4.0    Build: 39    Release Date: 08/12/2008     Type: New     View All Features in Build
When searching the QuoteWerks contact database by phone, if you search using the Begins with operator and enter the area code '215' for example, the value '(215' will also be searched for automatically.
Version: 4.0    Build: 39    Release Date: 08/12/2008     Type: New     View All Features in Build
ACT! 2009 is now supported!
Version: 4.0    Build: 39    Release Date: 08/12/2008     Type: New     View All Features in Build
Custom Menus can now be created for the Product Lookup Context Menu. This enables you to right click on a product in the Product Lookup window and launch an external application or open a website based on this item. Macro fields &PL_VendorPartNumber, &PL_ManufacturerPartNumber, &PL_UnitCost, &PL_&SelectedPDS, &PL_RecID, &PL_CustomText01, &PL_CustomText02, &PL_CustomText03, &PL_CustomText04, &PL_CustomText05, &PL_CustomText06, &PL_CustomText07, &PL_CustomText08, &PL_CustomText09, &PL_CustomText10, &PL_CustomText11, &PL_CustomText12, &PL_CustomText13, and &PL_CustomText14 are specifically supported for this context menu. This enables an external application to be launched with the selected part number being passed to the application as a command line parameter so that the 3rd party app could perform an action based on that part number. You can also use this functionality to view product details on a website by passing the product part number as a macro in the url. Menu items created for this Product Lookup Context Menu will be displayed when any product data source product is right clicked on (subject to view rights assigned when the Menu Item is defined). Menu Items can also be created that are specific to individual product data sources. So for example a custom Menu Item will only be displayed when you right click on a product. For example, if you right click on a product in the Tech Data Product Data Source it could run a command like "http://www.techdata.com/tools/ProductDetail/ProductDetail.aspx?P=&PL_VendorPartNumber". This would open the Tech Data website and display the Specifications and Details for the product that you have selected in QuoteWerks. Another example would be the web URL of "http://www.google.com/products?q=&PL_ManufacturerPartNumber&price1=&price2=&PL_UnitCost&lnk=prsugg". This would perform a froogle search that will search the web to see if the selected item can be purchased for a cost lower than what you have in the database!
Version: 4.0    Build: 39    Release Date: 08/12/2008     Type: New     View All Features in Build
Custom Menus can now be created under all of the root menus of the Quote Workbook. So custom menus can be created under the File/Edit/View, etc root menus. These custom menu items can be used to launch external programs, open documents, or open a website URL. Macro field can be included in the command line used to launch these external programs effectively enabling you to pass information about the current line item such as &DI_ManufacturerPartNumber to the external application when the custom menu item is clicked on. You can also specify whether or not to start the application in normal window or maximized window size and can choose to run this command only once, or once per each line item that is currently selected. This new Menu Customization functionality is available under the Tools|Customize Menus menu. It can also be accessed from the User Preferences window and also by right clicking on a User in the User Maintenance window and selecting Customize Menus. Both users and administrators can create menu items and then specifically choose which users are allowed to have access to that menu item. This enables users to create their own menu items and to share those menu items with other users. Once a menu item has been created and made available to a user, the User can choose to include this menu item in their menus and choose the location of this menu item within the assigned root menu. Misc Access right of "CannotCreateMenuItems" is available to prevent specific users from being able to create menu items. The Misc Access right "CannotModifyMenus" can be assigned to specific users to prevent them from being able to customize their menus at all.
Version: 4.0    Build: 37    Release Date: 06/11/2008     Type: Misc     View All Features in Build
When QuoteWerks is creating an item in Peachtree, if the description is greater than the 160 max characters that Peachtree supports, you will now receive a message notifying you that QuoteWerks will truncate the description to 160 characters.
Version: 4.0    Build: 36.03    Release Date: 05/27/2008     Type: Fix     View All Features in Build
In the Product Import Wizard, if you select a Field Delimiter other than a comma or period, such as a "|" (pipe character), when you click on the [View Data] button the data is not separated by the field delimiter. All the data is displayed in the first column.
Version: 4.0    Build: 36.03    Release Date: 05/27/2008     Type: Fix     View All Features in Build
In the Product Import, Contact Import, and SYNNEX imports, the last field value on the last row of data would not be read.
Version: 4.0    Build: 36.03    Release Date: 05/27/2008     Type: New     View All Features in Build
On the Create GoldMine forecasted sale window, Create GoldMine call window, and Create GoldMine Completed sale window, the GoldMine activity codes are now displayed in a drop down combo (so you do not have to manually re-create this list in a QuoteWerks F2 Lookup list)
Version: 4.0    Build: 36.03    Release Date: 05/27/2008     Type: New     View All Features in Build
The Product Import Wizard can now auto-detect the "|" (pipe character) as a field delimiter.
Version: 4.0    Build: 36    Release Date: 05/09/2008     Type: Fix     View All Features in Build
If a QuickBooks tax code description contained a "(" or ")" character would receive error that the tax code did not exist in QuickBooks. After installing this update you need to go into the QuickBooks link setup and click on the [Ok] button to correct any bad data saved previously as a result of this issue.
Version: 4.0    Build: 36    Release Date: 05/09/2008     Type: Fix     View All Features in Build
When using the Interactive Peachtree link to generate POs in Peachtree the "PO Distribution" field was being set incorrectly. This caused the "Received" column Quantity data to incorrectly roll-up to the top on the PO after doing a "Receive Inventory" in Peachtree.
Version: 4.0    Build: 36    Release Date: 05/09/2008     Type: Misc     View All Features in Build
In Tech Data online ordering form, the ship to phone field max size is 12 characters (as determined by Tech Data). A typical phone number like "(407) 248-1481", is 14 characters, so if any parenthesis are detected, they are removed which would make the phone number exactly 12 characters long.
Version: 4.0    Build: 36    Release Date: 05/09/2008     Type: Misc     View All Features in Build
For processes that take a long time like product and contact imports, the progress bar now displays as a top most window on the bottom right of the screen instead of the center of the screen.
Version: 4.0    Build: 36    Release Date: 05/09/2008     Type: New     View All Features in Build
Added command line option "/dontstartaddons" command line option. This option is useful when you are automating QuoteWerks to for example run a product import through the command line, and a 3rd party addon is loading and stopping the process because it is asking for you to supply login credentials. This command line option requires the /exit command line option, so when the process has finished, QuoteWerks will shutdown. Requiring QuoteWerks to shutdown after it has performed the automated action, when the /dontstartaddons command is used, will prevent the situation where QuoteWerks is running and the QuoteWerks user is logged in and using QuoteWerks, but their addon is not running.
Version: 4.0    Build: 36    Release Date: 05/09/2008     Type: New     View All Features in Build
Added macro fields %CommonFiles% and %MyDocuments% that can now be used in the menuopts.add file. This enables you to create custom menus under the Tools menu that performs actions such as opening a document or running an external program. With these new macros, you do not have to hard code the path to these folders, so if they are different on different machines, these locations will automatically be correctly identified. For example you can start an external program and have it open a document in your My Documents folder with a command like "%program files%\CustomApp\apiapp.exe %MyDocuments%\readme.txt".
Version: 4.0    Build: 35.04    Release Date: 04/09/2008     Type: Fix     View All Features in Build
When using the Interactive Peachtree link to generate POs in Peachtree the "PO Distribution" field was being set incorrectly. This caused the "Received" column Quantity data to incorrectly roll-up to the top on the PO after doing a "Receive Inventory" in Peachtree.
Version: 4.0    Build: 35    Release Date: 04/04/2008     Type: Fix     View All Features in Build
In the Outlook contact manager setup, when selecting the "Shared Public Contacts Folder", if the user does not have access to, for example, the 3rd Outlook folder in a list of 5 Outlook folders, only the 1st and 2nd folders in the list would be displayed for selection.
Version: 4.0    Build: 35    Release Date: 04/04/2008     Type: Fix     View All Features in Build
For ACT! version 10.1.199 have disabled (See KB article #6484 for details) the ability to associate groups with an opportunity.
Version: 4.0    Build: 35    Release Date: 04/04/2008     Type: Fix     View All Features in Build
In Contact Import Wizard you could click on the [Next] button without specifying a file to import.
Version: 4.0    Build: 35    Release Date: 04/04/2008     Type: Misc     View All Features in Build
The Contact Import Wizard UI was re-designed to make it look more consistent with the Product Import Wizard.
Version: 4.0    Build: 35    Release Date: 04/04/2008     Type: New     View All Features in Build
All the QuoteWerks contact database fields are available as columns on the QuoteWerks Contact Lookup window. You can re-arrange and resize these columns. The settings will be remembered for each user.
Version: 4.0    Build: 35    Release Date: 04/04/2008     Type: New     View All Features in Build
All the labels on the QuoteWerks Edit Contact window can now be customized. Any label customizations here will also be reflected as column headings when viewing these columns in the QuoteWerks contact lookup window.
Version: 4.0    Build: 35    Release Date: 04/04/2008     Type: New     View All Features in Build
Added fields AccountRep, LeadSource1, LeadSource2, CustomText01, CustomText02, CustomText03, CustomText04, CustomText05, CustomText06, CustomText07, CustomText08, CustomText09, CustomNumber01, CustomNumber02, CustomDate01, CustomDate02 fields to the QuoteWerks contact database. Also added DataLink support for all these fields.

See a screenshot of this feature
Version: 4.0    Build: 35    Release Date: 04/04/2008     Type: New     View All Features in Build
The QuoteWerks contact lookup search window has been redesigned. You can now perform searches by company name, last name, phone number, or e-mail address. You can run "Equal to", "Not Equal to", "Begins with", "Ends with", "Contains", and "Does not Contain" searches. The matching results will automatically populate as you type. Columns can be re-ordered, resized, and sorted (by clicking on column header). Clicking the column header again will reverse sort the column. Column orders, sizes, and last sort column are remembered per each user.

See a screenshot of this feature
Version: 4.0    Build: 35    Release Date: 04/04/2008     Type: New     View All Features in Build
For MS CRM users that have changed their statuscode or opportunityratingcode values to anything other than the default there are now INI settings in the site.ini that can be set to accommodate these non-default codes. Under the [Contact Managers] section of the site.ini file the following keys can be set: MSCRMOppStatusCodeOpen, MSCRMOppStatusCodeWon, MSCRMOppStatusCodeCanceled, MSCRMOppStatusCodeOutSold, MSCRMOppRatingCodeHot, MSCRMOppRatingCodeWarm, and MSCRMOppRatingCodeCold.
Version: 4.0    Build: 33.02    Release Date: 03/03/2008     Type: Fix     View All Features in Build
With the release of ACT! 10.2 (2008) the ability to set associated groups for an opportunity is disabled again (See KB article #6484 for details). Additionally, without this fix, when ACT! 10.2 is run with QuoteWerks, ACT! would crash QuoteWerks when updating an ACT! opportunity.
Version: 4.0    Build: 33.02    Release Date: 03/03/2008     Type: New     View All Features in Build
Added new Peachtree option "Use company name instead of contact name for Ship To Name" on the Customers subtab of the Mappings tab on the Peachtree Interactive Link Setup. When this option is selected, the company name instead of the contact name will be used when creating the ship to record in the Peachtree customer record and also in the Peachtree Invoice, Sales Order, and/or Purchase Orders.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: Fix     View All Features in Build
For GoldMine 4.0 users would receive error "Invalid Datastream iHandle was returned in FindGoldMineContactUsingDataStreamEx()...." when searching for a GoldMine contact under the Contacts|Lookup menu.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: Fix     View All Features in Build
In Contacts|DDE Center menu when selecting or typing a field name, the Most Recent selection functionality would truncate the first 6 characters of the macro that was selected or typed in.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: Fix     View All Features in Build
Issue with detecting SalesLogix version for advanced SalesLogix features when the comma character was the decimal separator and no character was specified in Windows settings for the digit grouping character.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: Fix     View All Features in Build
In the Medic Utility Data Manager, on the Pre-defined Product Database Queries tab, choosing the "Copy Part Number" option to copy the manufacturer part number to the vendor part number and vice-versa would result in the opposite action.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: Misc     View All Features in Build
On the Product Lookup window, renamed the Manufacturer Part Number "Partial" checkbox to "Begins with".
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: Misc     View All Features in Build
Sage fixed the bug in ACT! 10.0 (2008) with the release of ACT! 10.1 (2008). With this fix in place, the ability to set associated groups for an opportunity is now enabled for ACT! version 10.1 or higher. (See KB article #6484 for details).
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: Misc     View All Features in Build
With the Peachtree link, if an error occurs when sending a transaction to Peachtree, the temporary import transaction file will not be deleted so that it can be used for troubleshooting.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: New     View All Features in Build
Add "Our Company Location" settings on the Company tab under the Tools|Options menu (company tab was added for this feature). Here you can specify the physical location of your company which can then be used in print layouts, cover pages. The cover pages macros for this information are: &APP_OurLocationCompany, &APP_OurLocationContact, &APP_OurLocationAddress1, &APP_OurLocationAddress2, &APP_OurLocationAddress3, &APP_OurLocationCity, &APP_OurLocationState, APP_OurLocationPostalCode, &APP_OurLocationCountry, &APP_OurLocationPhoneNumber, &APP_OurLocationPhoneExt, &APP_OurLocationFaxNumber, &APP_OurLocationFaxExt, &APP_OurLocationEmail, &APP_&OurLocationAddress, &APP_&OurLocationFullAddress. The similiarly named fields are also available in the print layout designer through the Insert|Data Field menu, under the "Application" table.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: New     View All Features in Build
On the Compare Assistant window, when searching for a part number, any part numbers that begin with the entered value will be displayed rather than only exact matches.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: New     View All Features in Build
For salesforce.com users, on the Product Lookup window, you can now enter a % symbol before the value in the manufacturer part number field (salesforce.com Product Code) to return any products that end with the value you are searching for. If you also check the "Begins with" checkbox, it will return any products that contain the value you are searching for. You can also just use the % symbol before and/or after to value to accommodate all combinations ("%door", "door%","%door%") without having to check the "Begins with" checkbox.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: New     View All Features in Build
For Peachtree users, on the Product Lookup window, you can now enter a % symbol before the value in the manufacturer part number field (Peachtree Item ID) to return any products that end with the value you are searching for. If you also check the "Begins with" checkbox, it will return any products that contain the value you are searching for. You can also just use the % symbol before and/or after to value to accommodate all combinations ("%door", "door%","%door%") without having to check the "Begins with" checkbox.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: New     View All Features in Build
For QuickBooks users, on the Product Lookup window, you can now enter a % symbol before the value in the manufacturer part number field (QuickBooks Item Name) to return any products that end with the value you are searching for. If you also check the "Begins with" checkbox, it will return any products that contain the value you are searching for. You can also just use the % symbol before and/or after to value to accommodate all combinations ("%door", "door%", "%door%") without having to check the "Begins with" checkbox.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: New     View All Features in Build
Added Misc Access right. You may want to restrict a user from being able to delete a contact record in the QuoteWerks contact database. Use the Misc Access right "CannotDeleteContactRecord".
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: New     View All Features in Build
For QuoteWerks built-in contact database users, on the Lookup QuoteWerks contact window accessed by the Contacts|Lookup menu added a [Clone] button to clone existing contacts.
Version: 4.0    Build: 31.01    Release Date: 09/06/2007     Type: Misc     View All Features in Build
When checking to see if ACT! 2008 is running, the status message displays "Checking to see if ACT 2005-2007 is running..." instead of "2005-2008".
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: New     View All Features in Build
ACT! 2008 is now supported (The ability to set associated groups for an opportunity is disabled due to an issue in ACT! See KB article #<a href="http://www.quotewerks.com/kbase/showArticle.asp?id=6484">6484</a> for details).
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: Fix     View All Features in Build
Would receive status bar message about "Problem with product database ''. The product database was not found! As a result, the manufacturer part number '' could not be found to inspect for spec sheet." whenever select the File|Print window for any empty lines in the quote.
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: Fix     View All Features in Build
When adding items to the list of optional items or substitute items, if the length of the ManufacturerPartNumber was greater than 30, the part number would be truncated to 30 characters even though the supported length is 40 characters.
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: Fix     View All Features in Build
For ACT! 2005 and higher users, when creating a new Order in QuoteWerks and immediately saving and choosing the option to "Create/Update Completed Sale", the an opportunity was created in ACT!, but the amount was set to 0 and it was not closed.
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: Misc     View All Features in Build
When exporting to QuickBooks or Peachtree using the interactive link, if the document contains a grouped bundle with a % discount price modifier and the option to "Convert grouped items to single item" is not set, a message is now displayed alerting you that the discount will not be applied to the items in the accounting software and will give you an option to not proceed.
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: Misc     View All Features in Build
For Maximizer users, on the Sold To /Ship To tab, the search button is now disabled since QuoteWerks does not support searching the Maximizer contact database at this time.
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: Misc     View All Features in Build
When choosing "Display QuickBooks Item list in QuoteWerks Product Lookup." on the Items tab of the QuickBooks Interactive Link Setup window, the "Show all products" default is now automatically set.
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: New     View All Features in Build
The QuoteWerks WebConnector now supports the additional parameters of &QuoteWerksUserName= and &QuoteWerksUserPassword=. If these new parameters are added to the URL string passed to the WebConnector, and QuoteWerks is not already running, the QuoteWerks WebConnector login window will be bypassed using the supplied credentials. Note, you can use the DECRYPT: feature of the QuoteWerks login password so that the actual password does not have to be included in the URL as plain text that anyone can see.
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: New     View All Features in Build
The manual Sales Rep ID mapping setup in the interactive QuickBooks link now displays the QuickBooks Sales Rep Initials and QuickBooks Sales Rep full name on the mapping window making it much easier to setup.
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: New     View All Features in Build
Improved Paste Special Wizard now supports the ability to copy data from outside of QuoteWerks and paste it into QuoteWerks as line items in the quote. Static information such as descriptions, prices, etc can be pasted in and/or a part number can be used to retrieve all the product details from a product database. This feature can be useful for integrating with external software outputs like the Cisco and HP configurators. The Cisco configurator outputs a ManufacturerPartNumber, Description, and Quantity. QuoteWerks can now import this data as line items and automatically retrieve the price for these items from a QuoteWerks product database. The HP configurator outputs a ManufacturerPartNumber only. QuoteWerks can now import this data as line items and automatically retrieve the Description, and Price for these items from a QuoteWerks product database. All settings can be saved to templates and with the One-Step option, a paste special can be run with a single click. Pre-defined sources like the "Tech Data Shopping Cart File" and "Tech Data Search Result File" already contain all the paste special template details like field mappings, file names, etc enabling you to get up and running fast.
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: New     View All Features in Build
Tremendously improved Peachtree link. This new Peachtree link uses the interactive Peachtree API instead of the older manual export and import methods which brings many new features and benefits. You can now export batches of invoices/sales orders and/or purchase orders to Peachtree. If a customer does not exist in Peachtree, QuoteWerks can now create customers in Peachtree for you. Customer information is also updated automatically. If an Inventory Item does not exist in Peachtree, QuoteWerks can now create items in Peachtree for you. Item prices in Peachtree are also updated automatically. Grouped bundles can now be exported as a single line item in Peachtree. When purchase orders are created in Peachtree, there is now an option to lookup the vendor full name in Peachtree to obtain the Vendor ID for the Peachtree Vendor. Using this option, you no longer need to maintain a manual translation between vendor names and Peachtree Vendor ID's. You can now choose which vendors you want to create purchase orders for instead of just all of them. The Peachtree link now has Purchase Order creation options of Never, Always, and Prompt. The invoice and SO due date is now based on the DocDueDate field on the Sale Info tab instead of just 30 days from the document date. The PO Good Through date passed to Peachtree is now 30 days from the export date. There are now 5 sales rep id mapping options and the manual mapping now displays the Peachtree Sales Rep ID and Peachtree Sales Rep full name on the mapping window making it much easier to setup. When exporting, if a manual sales rep id mapping is not found, you will be prompted to select the appropriate rep. Purchase Orders can now be exported separately from the corresponding Invoice/Sales Order. There is now an option for 'Part Numbers are required for all items exported to Peachtree'. QuoteWerks can link directly to the Peachtree product list (without the need to import the data) giving you access to real-time availability, part numbers, description, and pricing. Peachtree can now be used as a source of customer/contact information just like the integration to the contact management software! DataLink support has been added for Peachtree including ability to pull from ShipVia, BillToTaxCode, and Custom fields into the quote. Works with Peachtree 2006, 2007, and 2008.
Version: 4.0    Build: 30    Release Date: 05/21/2007     Type: Fix     View All Features in Build
Error "Object variable or With block variable not set" when clicking on the [Close] button of the Contacts|Lookup menu.
Version: 4.0    Build: 29    Release Date: 05/18/2007     Type: Fix     View All Features in Build
In Corporate Edition rehosted to SQL, when synchronizing Product Data Sources, if you selected "Do Not Synchronize" for a Product Data Source, a Product Data Source listing would be created and appear under the Products|Setup Product Data Sources menu, but the actual data tables for the Product Data Source would not be created resulting in errors whenever the Product Data Source was accessed in the Product Lookup window.
Version: 4.0    Build: 29    Release Date: 05/18/2007     Type: Fix     View All Features in Build
If there were no results displayed in a grid list and the [Edit] or [Delete] button was selected, the fact that no item was selected would not be detected and an error similar to "Either BOF or EOF is True, or the current record has been deleted..." would occur.
Version: 4.0    Build: 29    Release Date: 05/18/2007     Type: Misc     View All Features in Build
The grid on the Lookup Contact window when looking up a QuoteWerks contact record, now has the same enhancements added in Build 24 relating to the repositioning of the current row after adding, editing and deleting records.
Version: 4.0    Build: 29    Release Date: 05/18/2007     Type: New     View All Features in Build
On the Price comparison window, there is now a [Source item(s) from best cost vendor with Stock in Preferred Warehouse] button that determines the best cost vendor and changes the vendor to the best cost vendor that has actual stock of the item located in your preferred warehouse (usually your local warehouse) for all the selected items. The preferred warehouse for each P&A distributor can be specified on the Real-time tab of the Tools|Options menu.
Version: 4.0    Build: 29    Release Date: 05/18/2007     Type: New     View All Features in Build
On the Price comparison window, there is now a [Source item(s) from best cost vendor with Stock] button that determines the best cost vendor and changes the vendor to the best cost vendor with actual stock of the item for all the selected items.
Version: 4.0    Build: 27    Release Date: 03/30/2007     Type: Fix     View All Features in Build
On the Document Items grid, when one line item is currently selected, right clicking on a different line item leaves the original line item selected and changes the current row to the row that was right clicked on. The net effect of this was that the line item that QuoteWerks would perform an action on would be the original selected line item and not the new line item that was clicked on.
Version: 4.0    Build: 25    Release Date: 03/20/2007     Type: Fix     View All Features in Build
When creating an opportunity in SalesLogix, if two accounts in SalesLogix had the exact same account name then the sales opportunity would be created in the first matching account name returned in the query which is not necessarily the account the quote is for.
Version: 4.0    Build: 24    Release Date: 03/13/2007     Type: Fix     View All Features in Build
If a product data source table name contained non alphanumeric characters like "&" or a space would receive SQL error about Incorrect Syntax when querying the database and when trying to delete the database.
Version: 4.0    Build: 24    Release Date: 03/13/2007     Type: Fix     View All Features in Build
If a product in a native product database was configured to use Volume pricing and an invalid vendor name was supplied in the VendorName field, after the product was added to the quote and if the quantity was changed, then would receive error "run-time error '13':type mismatch" after the error "The vendor database 'x' was not found, so the manufacturer part number 'y' could not be found."
Version: 4.0    Build: 24    Release Date: 03/13/2007     Type: Fix     View All Features in Build
For GoldMine 7.0 users when saving a forecasted sale, the Forecasted Date was not getting updated on the Summary tab and a duplicate contact2 record was getting added.
Version: 4.0    Build: 24    Release Date: 03/13/2007     Type: Fix     View All Features in Build
Error "...Syntax error in date in query expression 'ManufacturerPart#=''..." when doing a price comparison and including the SYNNEX database.
Version: 4.0    Build: 24    Release Date: 03/13/2007     Type: Fix     View All Features in Build
When editing a product and selecting the Customer/Product Profile based pricing the following error would be displayed: "The maximum length the PriceModifier can be is 8 characters. The price modifier 'Txxxxxx'... where xxxxx was the name of the selected product profile.
Version: 4.0    Build: 24    Release Date: 03/13/2007     Type: Fix     View All Features in Build
When running the Corporate Edition of QuoteWerks that is rehosted to MS SQL. If you deleted a product from a product database, or deleted all products from the product database (during a product import), or removed a product data source would receive error "trapped error Cannot insert duplicate key row in object 'SyncTransactions' with unique index 'TransactionGUID'".
Version: 4.0    Build: 24    Release Date: 03/13/2007     Type: Misc     View All Features in Build
The pipe character '|' is no longer stripped from text data when saving data to the database.
Version: 4.0    Build: 24    Release Date: 03/13/2007     Type: New     View All Features in Build
Added new product import option "Remove leading & trailing spaces from all field data". This is useful when importing data that comes from a system that considers the unused characters in a field as spaces (such as an Ingram Micro text file).
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: Fix     View All Features in Build
When using grouped bundles or grouped configurations and setting the grouped bundle or grouped configuration discount to a decimal value like "D23.68" and synchronizing this data to another installation that used a different character for the decimal separator the discount would be interpreted as "D2368".
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: Fix     View All Features in Build
When converting a quote to and order and no contact manager contact had been linked into the quote would receive an error about the SoldToCMAccountNo field being empty.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: Fix     View All Features in Build
After performing certain actions like adding a new product to a product database the Product Import Wizard would fail indicating that the database was in exclusive use.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: Fix     View All Features in Build
On the File|Save window, if you had selected to perform activities with SalesLogix, or MS CRM and did not retrieve a SoldToCompany into the quote, you would not be warned that you must retrieve a SoldToCompany into the quote in order to proceed.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: Fix     View All Features in Build
In the Contact import Wizard, when selecting the file to import, if you cancelled the file selection, the existing selected file would be cleared.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: Fix     View All Features in Build
The import file was not being displayed on the "Contents of Selected File" window displayed by clicking on the [View Data] button in the Contact Import Wizard.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: Fix     View All Features in Build
If a product database folder was deleted and then some action was performed that required the context of a selected folder, would receive error "Error, .listindex=-1 in ReturnActiveFolderTextProperty".
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: Fix     View All Features in Build
When using ACT! 2005/2006/2007 and converting a quote to a lost sale or a completed as won sale, the % probability was not being set to 0 for a lost sale and 100 for a completed as won sale.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: Fix     View All Features in Build
For MS CRM users, when attempting to schedule an activity for a sales opportunity that was created by QuoteWerks would receive an error "An unhandled exception occurred during the execution...". This will no longer happen for any new sales opportunities created in MS CRM by QuoteWerks. Existing opportunities in MS CRM will still have this problem unless they are updated by QuoteWerks.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: Fix     View All Features in Build
For MS CRM users, when closing sales opportunities, the "ActualAmount" field was not getting updated so it would be set to 0.00.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: Misc     View All Features in Build
On the Contact Lookup window when QuoteWerks is the selected contact manager, clicking on the sort by company or sort by last name option button after the search is run now sorts the results post search.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: New     View All Features in Build
Subtotal, Running SubTotal, % Discount, and % Charge line items now display the sales tax on the line item. Please note, line item detail level of sales tax calculations are for approximation purposes only. This is due to rounding factors. The completely accurate sales tax is calculated and displayed in the quote totals.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: New     View All Features in Build
Added DocType column to the Product Price History window. Useful in determining if the product was actually sold versus quoted.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: New     View All Features in Build
The Product and Contact Import Wizards now support the ability to concatenate (merge) multiple columns from the text file into a single field. For example, if a product description is spread between two different columns ,like <Field1> and <Field2>, you can now set the mapping to "<Field1> <Field2>". Notice the space between the two fields. This will result in a space inserted between the two fields. You can also set a mapping to "The color of the product is <Field6> and the size is <Field3>" and the field data will be merged into the text. This example illustrates using two fields, but there is no limit to the number of fields you can include in the mapping.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: New     View All Features in Build
You can now import products while other users are logged into QuoteWerks. If you are using the Standard or Professional Edition, the compacting of the database would be skipped and will need to be run manually at a time when no other users are in QuoteWerks.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: New     View All Features in Build
When using salesforce.com offline and saving quotes, there is now a new "I'm Offline" option that enables you to save the quote and not attempt to integrate with salesforce.com online. This is very useful for laptops using salesforce.com that do not have access to the internet while out in the field. With this option, it is now easy to still save quotes even though salesforce.com is not available. Please note, any quotes saved while offline will need to be re-opened, linked to a salesforce.com contact and saved in order to update salesforce.com online.
Version: 4.0    Build: 22    Release Date: 09/05/2006     Type: Fix     View All Features in Build
When cloning a product from the Products Lookup window, if a ManufacturerPartNumber longer than 40 characters was entered (40 is the max size for the ManufacturerPartNumber field), then would receive error "Multiple-step operation generated errors. Check each status value."
Version: 4.0    Build: 22    Release Date: 09/05/2006     Type: Fix     View All Features in Build
If the results for a MS CRM contact searched returned more than 50 matches, only the first 50 would be displayed.
Version: 4.0    Build: 22    Release Date: 09/05/2006     Type: Fix     View All Features in Build
"Overflow" error when a search for an MS CRM contact returned roughly more than 60 matches.
Version: 4.0    Build: 22    Release Date: 09/05/2006     Type: Fix     View All Features in Build
When using the File|Insert Template menu to insert a template into the current document, if the PriceModifer or CostModifier contained a decimal separator, the place holder character would be displayed instead of the decimal separator.
Version: 4.0    Build: 22    Release Date: 09/05/2006     Type: Fix     View All Features in Build
In the Product Import Wizard, when selecting a Product Import Template that uses a LF character as the line delimiter, the wizard would be incorrectly loaded with a CRLF line delimiter.
Version: 4.0    Build: 22    Release Date: 09/05/2006     Type: New     View All Features in Build
Added third parameter to the /action: command line option that starts the Merge Remote Documents process. This third parameter controls whether or not the Merge Remote Documents process merges all files or only the files that have been updated/added since the last merge.
Version: 4.0    Build: 22    Release Date: 09/05/2006     Type: New     View All Features in Build
ACT! 2007 is now supported!
Version: 4.0    Build: 21    Release Date: 08/09/2006     Type: Fix     View All Features in Build
For SalesLogix users. If the SalesLogix 6.2 Client Alias was different from the database name you would receive the error "Error establishing ADO connection with SalesLogix". Would receive same error if the database connection name was not the same as the actual database name.
Version: 4.0    Build: 21    Release Date: 08/09/2006     Type: Fix     View All Features in Build
On the mapping step of the Product Data Source wizard, when attempting to map the ManufacturerPartNumber field, in some cases you would receive the error "Unknown ADOToQuoteWerksFieldType detected=129".
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Fix     View All Features in Build
When entering a License Key into QuoteWerks by pasting it, if the pasted data contained carriage return or line feed characters it would cause a variety of problems.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Fix     View All Features in Build
On the File|Save window, when manually entering the document number and entering more than 20 characters, the error message incorrectly stated that the maximum number of characters is 12 when in fact it is 20.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Fix     View All Features in Build
Error 91 will now be captured when using ACT! 2005/2006 and using an ACT secondary contact for the 'Sold To' and sending an email to that contact.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Fix     View All Features in Build
For GoldMine users when searching for a contact in QuoteWerks, contacts would not be found due to a case sensitivity with the DBASE versions of GoldMine 6.5, 6.6, 6.7 and the FireBird version of 7.0.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Fix     View All Features in Build
In the Product Import Wizard using the [View] button, the data would not be parsed the same way as the actual import process would parse it. This would result in an inaccurate preview of how your data was being parsed by QuoteWerks. This was especially true with data that contained carriage return data and field delimiter data inside field data.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Fix     View All Features in Build
For GoldMine users, the contact search feature was acting with case sensitivity for versions of GoldMine using Dbase/Firebird backend.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Fix     View All Features in Build
In the Product Data Source Wizard, the option "Auto-Generate dynamic '(Manufacturers)' folder." was being displayed for non native product databases.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Fix     View All Features in Build
When importing product descriptions that contained multiple lines with carriage returns and line feeds, the description would be imported with an additional line feed character causing the lines to look double spaced.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Misc     View All Features in Build
When retrieving product items from QuickBooks that contain characters greater than 127, if an error is encountered, it will not prevent the rest of the items from being retrieved into QuoteWerks. Also, specifically character 149 is accounted for.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Misc     View All Features in Build
When linking to an external product data source and mapping the manufacturer part number field, QuoteWerks now checks that you are linking the field to a text or memo type of field in the external data source.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Misc     View All Features in Build
Due to a limitation of ACT!, ACT! 2005/2006 secondary contacts cannot be used as the 'Sold To' in QuoteWerks. A message will be displayed in this instance.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Misc     View All Features in Build
When selecting File|Print and there are products with duplicate manufacturer part numbers in a product database, the message that notifies you of this will only appear once instead of once for each line item that has duplicate part numbers.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Misc     View All Features in Build
For GoldMine users, if a secondary contact field like "Contact" contains data with spaces after it, GoldMine does not trim the spaces so QuoteWerks would retrieve the space values which is undesirable. QuoteWerks now trims the field values for GoldMine.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Misc     View All Features in Build
For ACT 2005/2006 users, if you open a quote that was previously linked with an earlier version of ACT and then you emailed the quote to the customer, you would receive an error "Error in CreateItem(ofMailItem) Error (91) Object variable or With Block variable not set" when QuoteWerks was attempting to log the sent email in ACT.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: New     View All Features in Build
The Product Import Wizard can now import data directly into the PricingLevelXX, CostingLevelXX and the AlternateCurrency fields. In the QuoteWerks database, these fields contain more than one piece of data formatted in a specific way. Macro fields like &PricingLevel01.Amount exist so that users can easily import data into one of the data placeholders in these fields. If you export a QuoteWerks product database and need to re-import it, with this new feature, you can now map the actual database field of PricingLevel01 to the PricingLevel01 field in the import file which will import all pieces of data into the database field.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: New     View All Features in Build
The PO Number field on the Sale Info tab has been increased to 30 characters.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: New     View All Features in Build
On Internet tab of Tools|My Preferences menu added new option "Review e-mail in Outlook before sending" when sending e-mails using Outlook, now the e-mail will be displayed in Outlook giving you more control over when it will actually be sent.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: New     View All Features in Build
Sometimes contact address data is imported into Outlook in a non-Outlook format. This non-Outlook format can now also be pulled into QuoteWerks.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: New     View All Features in Build
For Outlook users, added option "Address type(s) to use" on the Contacts|Setup Contact Manager window. Outlook stores both business and home addresses. When searching the Outlook database for contacts to use, QuoteWerks can return the Business address, Home address, or both. Some users only use the business addresses in which case their search results are cluttered with double the results (business and home) with most of the home address data being empty. This option lets you tailor the results to your needs.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: New     View All Features in Build
ACT! 2005/2006 field data can now be used in print layout formulas.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: New     View All Features in Build
The Medic Utility now has a Utilities|Purge Sync Transactions menu used to purge sync transactions.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: New     View All Features in Build
The maximum number of line item supported in a quote has been increased to 1500 for Corporate Edition users that have rehosted to SQL. For Standard and Professional Edition users and Corporate Edition users that have not rehosted to SQL, the maximum number of line items is 600. Please note that while the number of supported line items has increased, more line items equates to more data that will be saved thereby increasing the amount of time it takes to open and save these larger documents. Additionally, opening and saving 1500 line item quotes may require additional RAM on the PC. Saving a 1500 line item quote with 350 characters of description in each line item takes around 30 seconds to save on a Pentium 4 (1.6 MHz) machine running Windows 2000 with 1.2 GB RAM saving to a Microsoft SQL Server 7 database.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: New     View All Features in Build
DataLink feature is now supported with SalesLogix 6.2 (Corporate Edition only). ACCOUNT, CONTACT and custom ACCOUNT or custom CONTACT table data can now be retrieved.
Version: 4.0    Build: 17    Release Date: 01/03/2006     Type: Fix     View All Features in Build
Error "installation ended prematurely because of an error" when installing the QuoteWerks ACT or MS CRM link on a Windows 2003 Server machine running Terminal Services.
Version: 4.0    Build: 17    Release Date: 01/03/2006     Type: Fix     View All Features in Build
For non-Canadian tax system users, the Sales Tax column on the Document Items tab was displaying a zero regardless of the taxable amount. This issue did not affect the actual total tax calculation, only the display of it on each line item. This issue was introduced in Build 14.
Version: 4.0    Build: 17    Release Date: 01/03/2006     Type: New     View All Features in Build
For API users, added the 3rdPartyLinkSettings key under the [Contact Managers] section of the site.ini. When the user has selected "None" under the Contacts|Setup Contact Manager window as the contact manager to integrate with you can use this key to for example explain how to setup the link between QuoteWerks and the 3rd party app, or what settings can be set in the 3rd party app that control how it integrates with QuoteWerks.
Version: 4.0    Build: 17    Release Date: 01/03/2006     Type: New     View All Features in Build
For salesforce.com users added columns "BillingState", "Type", and "Site" to the contact lookup results to assist in locating contact records when there are many contact records with similar company names.
Version: 4.0    Build: 17    Release Date: 01/03/2006     Type: New     View All Features in Build
Product Volume pricing now supports fractional starting quantities including the initial starting quantity begin less than 1. Also the difference between quantity ranges used to be hard coded with a value of 1. Now the quantity difference between ranges can be less than 1.
Version: 4.0    Build: 15    Release Date: 12/08/2005     Type: Fix     View All Features in Build
If the MS CRM link was not installed and QuoteWerks tried to install it from the Contacts|Setup Contact Manager menu would receive an error that it could not find QWMSCRMInt.msi
Version: 4.0    Build: 15    Release Date: 12/08/2005     Type: Fix     View All Features in Build
In the Activity Scheduler, if you selected to Merge Remote Documents and you are using MS CRM, now it will ask you if you want to download the attachments from MS CRM before merging the remote documents.
Version: 4.0    Build: 15    Release Date: 12/08/2005     Type: Misc     View All Features in Build
Changed the default QuickBooks link part number field mapping from VendorPartNumber to ManufacturerPartNumber.
Version: 4.0    Build: 15    Release Date: 12/08/2005     Type: Misc     View All Features in Build
If you are not using the Corporate Edition and you select the MS CRM entry on the Contacts|Setup Contact Manager window, all the MS CRM options are now disabled.
Version: 4.0    Build: 15    Release Date: 12/08/2005     Type: New     View All Features in Build
For API users, added the 3rdPartyLinkName and 3rdPartyLinkDescription keys under the [Contact Managers] section of the site.ini. Setting these values will cause the (None) contact manager setting under the Contacts|Setup Contact Manager menu to instead display the name of the contact management link you have created like "Our CRM (3rd party). The 3rdPartyLinkDescription key lets you enter in text describing the features of the link and will be displayed on the Setup Contact Manager window.
Version: 4.0    Build: 15    Release Date: 12/08/2005     Type: New     View All Features in Build
The macro field %ProgramFiles% can now be used in the menuopts.add file. This enables you to create custom menus under the Tools menu that performs actions such as opening a document or running an external program. With this new macro field the program could be installed on a different drive letter on different machines. Using the %ProgramFiles% macro will determine what drive the "Program Files" are on and will supply the correct path. For example you can start an external program like "%program files%\CustomApp\apiap.exe".
Version: 4.0    Build: 15    Release Date: 12/08/2005     Type: New     View All Features in Build
For Outlook users. Outlook has this behavior of setting the contact country to the country that you are in whenever you enter a new contact into Outlook and do not specify a country. There is now an option "Leave country blank if the country is:" on the Contacts|Setup Contact manager menu. Use this option to enter in the country name that you do not want to have pulled into QuoteWerks when you select the contact for use in the quote. For example, if you live in the United States of America you might not need to pull the country for the contact since you are in the same country as they are.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: Fix     View All Features in Build
In the Product Data Source Wizard, the option "Auto-Generate dynamic '(Manufacturers)' folder." was being displayed for non native product databases.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: Fix     View All Features in Build
If a GoldMine contact record had more than 100 email addresses in it a message could be incorrectly displayed when selecting a contact indicating that there is no email address designated as the primary email address.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: Fix     View All Features in Build
For ACT! users (all versions), if you selected a contact to use from the Contacts|Lookup menu, the DataLink fields would not be pulled into the quote.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: Fix     View All Features in Build
When selecting to use ACT 2005/2006 as your contact manager, the [Ship To / Bill To Setup] button should have been disabled since it is no longer needed now that ACT 2005/2006 supports additional contacts that can be used for Ship Tos and Bill Tos.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: Fix     View All Features in Build
When searching for a GoldMine contact, the search field selection would change back to the last selection each time you clicked on the [Find] button.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: Misc     View All Features in Build
When using a contact manager with QuoteWerks that does not support the ability to retrieve the current contact, the card button on the Sold To / Ship To tab will now be disabled.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: Misc     View All Features in Build
In the DataLink mapping window, widened the contact manager field selection drop down.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: New     View All Features in Build
On the Misc tab of the Advanced GoldMine Setup window (from the Contacts|Setup Contact Manager menu) there is now an option to set the maximum number of records to return when performing a GoldMine search for contacts.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: New     View All Features in Build
When creating a report filter on a date/time combination field (such as Created, LastModified, RecLastModified, and ConvertedOn), when using the operator "Equal To" and only specifying the date portion, the results would non intuitively exclude results that matched the date, but not the time portion. For example if the filter was to include all quotes converted on May 30th, only quotes converted at exactly midnight on May 30th would be included in the results.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: New     View All Features in Build
Double-clicking on a contact in the Contact Lookup window now selects the [Use for Sold To] button.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: New     View All Features in Build
QuoteWerks macro fields like &DH_DocNo can now be used in the menuopts.add file. This enables you to create custom menus under the Tools menu that performs actions such as opening a document or running an external program. With the new macro field support you can for example pass the quote number of the currently open quote as a command line parameter of the external program like "c:\program files\apps\apiap.exe &DH_DocNo".
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: New     View All Features in Build
Added the QuoteWerks contact database field "Mobile" to the list of fields that can be pulled into the quote using the DataLink feature.
Version: 4.0    Build: 14    Release Date: 11/28/2005     Type: New     View All Features in Build
QuoteWerks Corporate Edition now supports MS CRM v1.2. The integration includes: a) From within QuoteWerks you can search for a MS CRM contact or account and pull that information into the quote. b) The QuoteWerks DataLink feature can be used with MS CRM enabling you to retrieve information like Terms and shipping method from the MS CRM account or contact into the quote. c) QuoteWerks will create/update sales opportunities in MS CRM and will also close opportunities as Won or Lost. d) QuoteWerks will create/update a follow up call in MS CRM. e) When printing, QuoteWerks can retrieve data from MS CRM and include it in the printed output.
Version: 4.0    Build: 13    Release Date: 10/18/2005     Type: Fix     View All Features in Build
Error 91 when searching for an Outlook contact.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: Fix     View All Features in Build
When using volume pricing and entering a fractional quantity like 5.5 when the volume pricing ranges end at 5 and then start at 6 for the next range, the highest range pricing would be returned.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: Fix     View All Features in Build
When using the Open Export Module to export documents as xml documents, certain data characters used like chr(4) and chr(5) are not fully supported by xml parsers. These characters are now replaced with characters chr(127) and chr(128) respectively. Also, the DocumentItems.Formula and DocumentHeader.CommissionStructure fields were not getting exported and therefore if you attempted to import that xml file back into QuoteWerks, that data would not be imported.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: Fix     View All Features in Build
On the Documents tab of the Tools|Options menu, when using the macro &DH_DocNo in the New Document Name setting, the macro will now be replaced with the actual quote number. This was a chicken versus the egg type issue.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: Fix     View All Features in Build
Issue with integrating with ACT 2005 when another application on the machine is using port 9000.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: New     View All Features in Build
When setting up a native product database, there is now an option to "Auto-Generate dynamic '(Manufacturers)' folder.". This enables you to turn this feature on/off for each native product database.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: New     View All Features in Build
For Outlook users, added contact search options for Business phone number and Home phone number.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: New     View All Features in Build
When searching for an ACT!, GoldMine, Outlook, SalesLogix, or salesforce.com contact from within QuoteWerks, the field that you last searched for will now be remembered so the next time that you perform the search you will not have to re-select it.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: New     View All Features in Build
For ACT! 2005/2006 users we have added the ability to Create/Update Calls, Meetings, TODOs. The "Private Activity" option in the ACT 2004 integration is not available in ACT 2005/2006.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: New     View All Features in Build
For ACT! 2005/2006 users QuoteWerks now creates Sales Opportunities.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: New     View All Features in Build
QuoteWerks now supports ACT! 2006.
Version: 4.0    Build: 11    Release Date: 07/15/2005     Type: New     View All Features in Build
Need to store extra contact information in the quote? Now 3 sets of contact information can be stored - Sold To, Ship To, and Bill To.
Version: 4.0    Build: 9    Release Date: 05/05/2005     Type: Misc     View All Features in Build
If a QuoteWerks installation is activated with a Corporate Edition License Key and is rehosted to SQL, when removing this primary key you will be notified that if you do not replace this key with another Corporate Edition License Key, your installation will become unusable.
Version: 4.0    Build: 8    Release Date: 04/26/2005     Type: Fix     View All Features in Build
When using the QuoteWerks online License Key registration feature and the length of the license key was greater than 40 characters, it would be truncated.
Version: 4.0    Build: 8    Release Date: 04/26/2005     Type: Fix     View All Features in Build
In the Contacts|Lookup Contact menu, for Outlook users the result grid displayed an "Ext" column and listed the fax number in it and then listed the email address under the FaxNumber column.
Version: 4.0    Build: 8    Release Date: 04/26/2005     Type: Fix     View All Features in Build
When Printing/Previewing a Purchase Order having selected the option to "Generate a PO for each Vendor", if the Layout tab on the File|Print window was not the active tab, then a PO would not be generated for each vendor.
Version: 4.0    Build: 8    Release Date: 04/26/2005     Type: Fix     View All Features in Build
For salesforce.com users, when selecting a contact to use in the quote, if a contact was already associated with the quote, you would receive a message "..quote has a salesforce.com opportunity already associated with it. Do you want to keep this quote linked with the existing opportunity?" even though there may not have been an associated sales opportunity.
Version: 4.0    Build: 8    Release Date: 04/26/2005     Type: New     View All Features in Build
For ACT! 2005 users, you can now insert ACT! 2005 contact manager fields into print layouts so that when printed, they pull field information from ACT! 2005 and print that information in the layout.
Version: 4.0    Build: 7    Release Date: 02/25/2005     Type: Fix     View All Features in Build
For ACT! users, would receive error that ACT! 2005 was running when using versions prior to ACT! 2005.
Version: 4.0    Build: 7    Release Date: 02/25/2005     Type: Fix     View All Features in Build
ACT! 2005 users would receive an error about the ACT! 2005 attachment path being invalid when the ACT! 2005 database was located on a remote machine.
Version: 4.0    Build: 6    Release Date: 02/15/2005     Type: Misc     View All Features in Build
For salesforce.com users, in version 4.0 we added a feature that updated the name of the salesforce.com opportunity associated with the quote whenever the quote was converted to an order or renamed. Now, there is an option called "Update salesforce.com Opportunity name with Document name." on the salesforce.com settings under the Contacts | Setup Contact Managers menu. If this option is not checked, the opportunity name will not be updated.
Version: 4.0    Build: 6    Release Date: 02/15/2005     Type: Misc     View All Features in Build
When inserting a ContactMgr macro field into a print layout (Insert | Data Field menu), the ContactMgr table name will now only be displayed if the contact management integration supports it.
Version: 4.0    Build: 6    Release Date: 02/15/2005     Type: New     View All Features in Build
Added ini setting GoldMineMaxSearchResultRecords under the [Contact Managers] section of the site.ini file. You can change this setting to enable QuoteWerks to return more than the default 20 max search result records.
Version: 4.0    Build: 6    Release Date: 02/15/2005     Type: New     View All Features in Build
QuoteWerks now integrates with ACT! 2005. New integration includes retrieving current contact information, searching the ACT! database by company, name, last name, and phone number to find a contact to pull into the quote. Also includes the creation of a document attachment under the ACT! Documents tab and supports the QuoteWerks DataLink feature.
Version: 4.0    Build: 4    Release Date: 01/10/2005     Type: New     View All Features in Build
For salesforce.com users, when an existing document is linked to a salesforce.com opportunity and a different sold to contact is selected, you are now prompted to keep the link to the existing opportunity instead of it automatically being unlinked.
Version: 4.0    Build: 4    Release Date: 01/10/2005     Type: New     View All Features in Build
The result window of the Tools|Find Quoted Item feature now displays a column that lists the value that was found by using the search. This is useful when doing a search like ManufacturerPartNumber Begins with MOB. This will return a list of all matches and with this newly added column you will be able to see the full part number that was found.
Version: 4.0    Build: 4    Release Date: 01/10/2005     Type: New     View All Features in Build
The manufacturer auto folder on the Product Lookup window now has different icons to differentiate it from the other static folders.
Version: 4.0    Build: 3    Release Date: 10/18/2004     Type: New     View All Features in Build
Added macro &DI_&Line1Manufacturer.
Version: 3.0    Build: 38    Release Date: 10/12/2004     Type: Misc     View All Features in Build
QuickBooks api does not support the (R) or (C) characters (and generates error when they are encountered). QuoteWerks now finds these characters and replaces them with the (R) and (C) representations.
Version: 3.0    Build: 38    Release Date: 10/12/2004     Type: Fix     View All Features in Build
When doing a search for customer based price history for an item, if the contact manager account number or company name contained an apostrophe, an error would occur.
Version: 3.0    Build: 38    Release Date: 10/12/2004     Type: Fix     View All Features in Build
Bug in QuickBooks 2002/2003/2004 causes "error parsing xml text stream" when the data contained a chr(146) italicized apostrophe character. QuoteWerks now replaces this character with a regular apostrophe to avoid this issue.
Version: 3.0    Build: 38    Release Date: 10/12/2004     Type: Fix     View All Features in Build
If a QuoteWerks formatted xml import file contained extra lf and/or cr characters outside of the xml tags, would receive error "Property Let Procedure not defined and property get procedure did not return an object"
Version: 4.0    Build: 2    Release Date: 10/12/2004     Type: Misc     View All Features in Build
For the user access right "CannotModifyContactRecord", this security right now allows the user to click on the edit button to view a contact record, but prevents the user from saving changes to the contact record.
Version: 4.0    Build: 2    Release Date: 10/12/2004     Type: Misc     View All Features in Build
Added QuickBooks Debug mode technical support feature for debugging QuickBooks interactive link issues.
Version: 4.0    Build: 2    Release Date: 10/12/2004     Type: Misc     View All Features in Build
QuickBooks 2004 is now listed as supported when selecting QuickBooks as the contact manager to use with QuoteWerks on the Contacts|Setup Contact Manager menu.
Version: 4.0    Build: 2    Release Date: 10/12/2004     Type: Fix     View All Features in Build
In the Rebuild CM Document Transport Files window, the label %DTFFolder% was not getting replaced with the actual folder location.
Version: 4.0    Build: 2    Release Date: 10/12/2004     Type: Fix     View All Features in Build
When exporting to QuickBooks, the Terms field value was incorrectly being limited to 15 characters. It has been corrected to the QuickBooks max supported length of 31 chars.
Version: 4.0    Build: 2    Release Date: 10/12/2004     Type: Fix     View All Features in Build
When importing product information if a "\n" character combination was used to represent a new line, QuoteWerks was changing it to CRCRLF instead of CRLF.
Version: 4.0    Build: 2    Release Date: 10/12/2004     Type: New     View All Features in Build
In the contact lookup for the QuoteWerks contact database, there is now a "contains" operator search used when searching by company name.
Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: Misc     View All Features in Build
With the introduction of QuoteWerks 4.0, ACT! 3.0 is no longer supported by QuoteWerks.
Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: New     View All Features in Build
Added new API event BeforePreviewAction. This enables developers to intercept when a user is on the preview window, and chooses to print, email, save to a file, etc.
Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: New     View All Features in Build
The importing/synchronizing of dtf files received by QuoteWerks by double-clicking on a contact manager linked document, or double-clicking on a dtf file is not longer affected by the "Look for Synchronized data" option. QuoteWerks will now always attempt to import/synchronize dtf files provided to it in this manner.
Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: New     View All Features in Build
In the product lookup window, for QuoteWerks native product databases, there is now a (Manufacturers) folder that automatically lists all the unique manufacturers contained in the product database, and when a manufacturer folder is clicked on, only the products made by that manufacturer will be displayed.
Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: New     View All Features in Build
In the product lookup window, there are now sub folders for Ingram Micro that include a unique list of manufacturers, and a 3 level deep category folders that when clicked on will display the products from the manufacturer or category selected.
Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: New     View All Features in Build
In the product lookup window, there are now sub folders for Tech Data that include a unique list of manufacturers, and a 3 level deep category folders that when clicked on will display the products from the manufacturer or category selected.
Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: New     View All Features in Build
Added new File|Save As Next Revision menu. This feature will auto-number (either alpha or numeric) your revisions, and will automatically update your contact manager links to redirect them to your latest revision. Previous revisions can be kept. They can be searched for, however they are not reflected in reports as previous revisions will have been superceeded by the current revision. A history of all previous and newer can be viewed with the new View|Document Revisions menu.

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Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: New     View All Features in Build
The QuoteWerks contact records now store more information with the contact record such as terms, tax rate, mobile #, AccountingCustomerID and website.
Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: New     View All Features in Build
There are now separate city, state, and postal code fields in addition to the address3 field for quotes, contacts, and vendors.

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Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: New     View All Features in Build
New QuoteWerks Launcher app makes it easier to choose on-the-fly which QuoteWerks installation you want to use to open a quote when double-clicking on the dtf file or launching from a contact manager. This is most useful when QuoteWerks is installed on both a laptop and the network. Prior to this Launcher support, the last installed copy of QuoteWerks was the installation that would be used to open the document.

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Version: 3.0    Build: 37    Release Date: 03/25/2004     Type: Fix     View All Features in Build
When importing a comma delimited product or contact text file, if the data contained a single quote symbol that was paired with another quote symbol by the program that created the file (this is the industry standard), QuoteWerks would give an error about unpaired quote symbol.
Version: 3.0    Build: 35    Release Date: 02/19/2004     Type: Misc     View All Features in Build
For ACT 4.0 users, when converting to order and performing various tasks that requires QuoteWerks to lookup data in ACT and change it, now a message will be displayed when this functionality is not supported in ACT 4.0. Previously, the feature would not work and no message would be displayed. Solution is to upgrade to higher version of ACT!.
Version: 3.0    Build: 35    Release Date: 02/19/2004     Type: Misc     View All Features in Build
When selecting a part number to include in a bundle that had an apostrophe symbol in the manufacturerpartnumber field, error occurred. Apostrophe characters are NOT supported in QuoteWerks for the ManufacturerPartNumber field, however, an error will no longer occur here.
Version: 3.0    Build: 35    Release Date: 02/19/2004     Type: Fix     View All Features in Build
For GoldMine 6.0 users, would receive error "There was an error retrieving GoldMine opportunity/project record name" when choosing to create a forecasted sale for the quote. This would happen when the GoldMine 6.0 contact record contained closed opportunities.
Version: 3.0    Build: 35    Release Date: 02/19/2004     Type: Fix     View All Features in Build
When the File|Duplicate menu was used on a document that has been linked with a salesforce.com contact and an attachment and opportunity has been created/linked to this document, after the duplicate, the original attachment and opportunity would be updated instead of new ones being created for this duplicate document.
Version: 3.0    Build: 35    Release Date: 02/19/2004     Type: Fix     View All Features in Build
When a license key registration request was submitted online, any "\" characters would be replaced incorrectly with a "t" character.
Version: 3.0    Build: 35    Release Date: 02/19/2004     Type: Fix     View All Features in Build
The &FolderName macro name was getting truncated to 30 characters.
Version: 3.0    Build: 34    Release Date: 10/16/2003     Type: Fix     View All Features in Build
When doing a file save as and choosing to move the existing contact manager links to the newly saved document, they would not be moved so duplicates would be created.
Version: 3.0    Build: 34    Release Date: 10/16/2003     Type: Fix     View All Features in Build
For ACT users when converting a quote to an order and the option of (preserve quotes) was set, an attachment for the new order was not created under the ACT Notes/History tab.
Version: 3.0    Build: 33    Release Date: 10/14/2003     Type: Fix     View All Features in Build
When importing XML formatted documents, for multiple line data, the end of line characters were being displayed as boxes.
Version: 3.0    Build: 32    Release Date: 08/20/2003     Type: Fix     View All Features in Build
In the Product Lookup window, when selecting a blank sort by field, instead of listing the records in the order they were imported in, they would be sorted by Manufacturer Part Number.
Version: 3.0    Build: 32    Release Date: 08/20/2003     Type: Fix     View All Features in Build
For ACT! or GoldMine users, when saving a quote without selecting an ACT!/GoldMine contact, sometimes would receive an incorrect error stating that you have to select an ACT!/GoldMine contact to perform the selected activities.
Version: 3.0    Build: 32    Release Date: 08/20/2003     Type: Fix     View All Features in Build
Error "QuoteWerks was unable to make the selected contact record the currently displayed contact record in GoldMine. This will affect Data Link features." caused due to a double quote symbol in the contact record account number. This has been corrected.
Version: 3.0    Build: 32    Release Date: 08/20/2003     Type: New     View All Features in Build
Added new API ItemFunctions.FindAndCopyProductsIntoMLIBuffer method to search for partial matches of vendor and manufacturer part numbers in a product database and store the matches in the MLI Buffer.
Version: 3.0    Build: 32    Release Date: 08/20/2003     Type: New     View All Features in Build
Added new GetChar() function for the layout designer. This function enables you to create a formula that returns 1 character of a text field at a specified position.
Version: 3.0    Build: 32    Release Date: 08/20/2003     Type: New     View All Features in Build
You can now export line items to QuickBooks that use the UnitOfPricingFactor feature. The unit price when exported to QuickBooks will be multiplied by the unit of pricing factor.
Version: 3.0    Build: 30    Release Date: 5/28/2003     Type: Fix     View All Features in Build
Rare Error 713 when selecting company or contact drop down list on File|open window.
Version: 3.0    Build: 30    Release Date: 5/28/2003     Type: Fix     View All Features in Build
When creating a new contact record using the QuoteWerks contact database, the customer profile dropdown list would not be populated with data.
Version: 3.0    Build: 30    Release Date: 5/28/2003     Type: Fix     View All Features in Build
When editing a product definition and using formula based pricing method, and enter a fractional percent like .25%, it would be incorrectly changed to 25%.
Version: 3.0    Build: 30    Release Date: 5/28/2003     Type: Fix     View All Features in Build
If using ACT 4.0 or lower, when selecting the option to create an attachment when saving the quote, the attachment would not be created.
Version: 3.0    Build: 30    Release Date: 05/28/2003     Type: Fix     View All Features in Build
Encrypted user data saved to {username}.ini files like contact manager password, tech data realtime password, smtp login password, dialup password, etc. would sometimes become corrupted resulting in incorrect password information being used resulting in an unsuccesful login.
Version: 3.0    Build: 29    Release Date: 05/09/2003     Type: Fix     View All Features in Build
For GoldMine users, when performing certain actions, with some contact records, you could receive an "invalid datastream" message. This was caused by a double quote symbol in the GoldMine record accountno field.
Version: 3.0    Build: 29    Release Date: 05/09/2003     Type: Fix     View All Features in Build
When using QuoteWerks as the source for contacts, the fax extension field was not being retrieved into the quote.
Version: 3.0    Build: 29    Release Date: 05/09/2003     Type: Fix     View All Features in Build
If you used ContactMgr table for inserting fields from contact managers into a print layout, and if you had selected QuoteWerks as your preferred contact manager, then the value from the field that you inserted would not be printed; You would see "!Error" instead.
Version: 3.0    Build: 29    Release Date: 05/09/2003     Type: Fix     View All Features in Build
For ACT! users, when doing a file|save as, or convert to order/invoice, and if no ACT! opportunity was created for the document originally, you would receive an incorrect error message saying that the product could not be found.
Version: 3.0    Build: 29    Release Date: 05/09/2003     Type: Misc     View All Features in Build
When selecting an item or items for use with the required, optional or substitute item features, and the selected part number contained an empty manufacturer part number, it would not be used, and you would not be notified causing confusion.
Version: 3.0    Build: 29    Release Date: 05/09/2003     Type: New     View All Features in Build
Added new DocFunctions api method of SetActiveTab which enables you to change the active tab in the quote workbook.
Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: Fix     View All Features in Build
When an invalid field name was specified in a datalink mapping, and QuoteWerks was specified as the default contact manager error would occur.
Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: Misc     View All Features in Build
The GoldMine setup window under the Contacts|Setup Contact Manager menu has been changed. The GoldMine options are now setup on a separate window with tabs for the different categories.
Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: Misc     View All Features in Build
When adding or changing price modifiers in the Utilities|Price Modifier maintenance menu, the drop down list on ALL open quotes are now updated. Previously, only the currently active quote's list was updated.
Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: New     View All Features in Build
Added DataLink support to pull data into the following QuoteWerks fields: ShipToCompany, ShipToContact, ShipToTitle, ShipToAddress1, ShipToAddress2, ShipToAddress3, ShipToCountry, ShipToPhone, ShipToPhoneExt, ShipToFax, ShipToFaxExt, ShipToEmail.
Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: New     View All Features in Build
On the send email window, when clicking on the elipsis button for the cc box, a newly designed window will appear that will allow you to choose one or more email addresses from a list of the email addresses you have setup in QuoteWerks, or from the email addresses setup for the GoldMine contact that is being used in the quote.
Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: New     View All Features in Build
Setup Wizard now launches when QuoteWerks is run for the first time. It will walk you through selecting your country, sales tax rates, and your preferred contact manager.
Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: New     View All Features in Build
When selecting a contact from the contact lookup window, the quote workbook tab active tab is now automatically changed to the sold to/ship to tab.
Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: New     View All Features in Build
For Outlook users, you can now browse the list of Outlook folders when selecting the Shared contact folder.
Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: New     View All Features in Build
On the File|Open window there is a new Contact field that can be used to search for an exact or partial contact name in quotes/orders/invoices.
Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: New     View All Features in Build
QuoteWerks can now send emails throught Outlook! You now have a choice to send emails from within QuoteWerks using the QuoteWerks built-in SMTP based email client, or Microsoft Outlook 97, 98, 2000, XP. When email is sent using Outlook, for GoldMine users, it is logged in GoldMine history as if the Outlook email was sent from within GoldMine. Same applies to ACT! and Maximizer users. An additional obvious benefit of this new integration with Outlook, is that the emails that you send through QuoteWerks will now be logged for historical reference purposes.

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Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: New     View All Features in Build
Automatic hyperlink activation! When quotes are emailed as pdf file attachments, all hyperlink formatted text is automatically converted into an active hyperlink that when clicked on in Adobe Acrobat, will launch the website.

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Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: New     View All Features in Build
QuickBooks 2002/2003 can now be used as a source of customer/contact information just like the integration to the contact management software.

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Version: 3.0    Build: 28    Release Date: 02/25/2003     Type: New     View All Features in Build
IMPORTANT - For GoldMine users. Added more options for controlling what information is saved into the notes field of a forecasted sale or completed sale that is created by QuoteWerks. After installing update, select the Contacts|Setup Contact Manager and choose the new [Setup forecasted sale and completed sale notes] button to confirm that the settings are correct for your needs. The update does attempt to convert your previous settings as best as it can to the new settings. You can now specify if the notes field of a forecasted sale or completed sale should be a) always overwritten by QuoteWerks, b) overwritten only if the notes are empty, or c) never overwritten by QuoteWerks. Another change is that when converting to an order or lost sale, the notes field in the GoldMine record can now be preserved based on the new options that you can set.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: Misc     View All Features in Build
Added autocorrect feature to fix ACT! 6.0 problem where it registers a shared mail control into its private folder.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: Fix     View All Features in Build
When searching for a contact company name or last name in the QuoteWerks contact database, and the company name or last name contained an apostrophe, an error would occur when clicking on the [Find] button.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: Fix     View All Features in Build
When converting a quote to an order in ACT, sometimes the sales opportunity would not be converted to a completed sale.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: Fix     View All Features in Build
In rare cased where the user had the edit product window open, and double-clicked on a link in a contact manager to open a quote would generate a run-time error.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: Fix     View All Features in Build
When selecting a GoldMine secondary contact from the Contact Lookup window, and the secondary contact had a 1 line address, and the primary contact had a 2 line address, the primary contact line2 would be incorrectly copied to line2 of the additional contacts address.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: Misc     View All Features in Build
Removed "compact database after importing" option from Contact Import Wizard. This operation can be performed in the Medic Utility.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
When searching for a GoldMine contact from within QuoteWerks, if you choose to display secondary contacts, your selection will be remembered for your next search.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
The medic utility can now repair and compact the security.mdb database that previously could not be repaired and compacted by the user because it is a password protected database.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
Added new print layout DocumentItems macro fields DocumentItems->&Line1ManufacturerPartNo, DocumentItems->&Line1VendorPartNo, and DocumentItems->&Line1Description. These can be used to display the respective information in any position in the print layout such as a footer section for the first line item in the quote.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
Added new cover page macros &DI_&Line1ManufacturerPartNo, &DI_&Line1VendorPartNo, and &DI_&Line1Description. These can be used to display the respective information on a cover page or literature document for the first line item in the quote.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
QuoteWerks contact database fields can now be used with the DataLink feature to control what field in the quote the AccountNumber field in the QuoteWerks contact record is copied into. The Notes field can also be coped into a field in the quote.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
Added FaxExt field for a fax extension field for the QuoteWerks contact database. Also added an AccountNumber field to be used to store an account number assigned to this customer in the QuoteWerks contact database.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
Added new Tools|Spelling menu with a shortcut key of F7. QuoteWerks 3.0 has always had spell checking features activated by pressing F7, but now there is a menu for it too.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
For GoldMine SQL users with large databases, the performance of writing profile/detail records has been dramatically improved. Performance is also improved for GoldMine Dbase users. The performance of related activities such as converting a quote to an order or invoice, and renaming a document is also improved since these activities often involve manipulation of the profile/detail records.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
For GoldMine SQL users with large databases, the performance of writing forecasted sales/opportunities has been dramatically improved. Performance is also improved for GoldMine Dbase users. The performance of related activities such as converting a quote to an order or invoice, and renaming a document is also improved since these activities often involve manipulation of the forecasted sale records.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
For GoldMine SQL users with large databases, the performance of scheduling Callbacks has been dramatically improved. Performance is also improved for GoldMine Dbase users. The performance of related activities such as converting a quote to an order or invoice, and renaming a document is also improved since these activities often involve manipulation of the callback records.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
For GoldMine SQL users with large databases, the performance of creating linked document records has been dramatically improved. Performance is also improved for GoldMine Dbase users. The performance of related activities such as converting a quote to an order or invoice, and renaming a document is also improved since these activities often involve manipulation of the linked document records.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
Updated version of QuoteWerks API now supports events that can be called in external applications like add-ons to notify the application of important events in QuoteWerks such as when a quote is saved, opened, created, converted, etc. The following events have been added: BeforeSaveDocument, AfterSaveDocument, BeforePrintDocument, AfterOpenDocument, BeforeConvertDocument, AfterConvertDocument, AfterNewDocument, BeforeRenameDocument, AfterRenameDocument, BeforeDeleteDocument, AfterDeleteDocument, AfterAppExit, BeforeContactSelection, AfterContactSelection.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: New     View All Features in Build
New interactive QuickBooks link using the new QuickBooks XML API is now available! This new link has many improvements over the old import/export iif type QuickBooks link. It is faster and easier to use. No more exporting files, then switching to QuickBooks to import the files. No more trying to figure out why a file would not import. QuoteWerks now creates the estimates, and invoices directly in QuickBooks, and automatically assigns the invoices the next available invoice number. No more guessing on names of accounts, any time you are asked to make a selection, the link will offer you choices. You can now perform exports of batches of quotes/orders/invoices all at once, so with a simple click multiple invoices can be exported all at the same time! The new link works with the USA versions of QuickBooks Pro/Premier/Enterprise 2002 and 2003.

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Version: 3.0    Build: 25    Release Date: 08/16/2002     Type: Fix     View All Features in Build
When sending an email and using ACT! as your contact manager, a message would be displayed saying that the currently displayed ACT! contact's email address did not match the email address of the sent email, so the email would not be logged in history. This message was incorrect.
Version: 3.0    Build: 24    Release Date: 08/01/2002     Type: Fix     View All Features in Build
Medic Utility. When checking for logged in users, some users would appear not to be logged in when they actually were.
Version: 3.0    Build: 24    Release Date: 08/01/2002     Type: New     View All Features in Build
Medic Utility. New Contact Manager|ACT! menu to create toolbar buttons in ACT! 2000, 5.0, and 6.0 that launch QuoteWerks, start with as new quote, order, or invoice. This is aimed at making it easier to configure the ACT! toolbar to automate actions in QuoteWerks using the QuoteWerks command line options.
Version: 3.0    Build: 24    Release Date: 08/01/2002     Type: Fix     View All Features in Build
If TeleMagic standard contact address fields do not exist, QuoteWerks will trap error and notify user.
Version: 3.0    Build: 24    Release Date: 08/01/2002     Type: Fix     View All Features in Build
Accounted for Spanish version of ACT! having different spelling of contact field causing error when trying to retrieve contact information.
Version: 3.0    Build: 24    Release Date: 08/01/2002     Type: Misc     View All Features in Build
Increased the max number of GoldMine secondary contacts displayed through the Contacts|Lookup Contact menu to 150 (up from 30).
Version: 3.0    Build: 24    Release Date: 08/01/2002     Type: New     View All Features in Build
Added support for ACT! 6.0 beta.
Version: 3.0    Build: 24    Release Date: 08/01/2002     Type: New     View All Features in Build
Medic Utility. New Contact Manager|GoldMine menu to create task bar items in GoldMine 5.7 that will launch QuoteWerks, start with as new quote, order invoice, retrieve current contact information, etc. This is aimed at making it easier to configure the GoldMine taskbar to automate actions in QuoteWerks using the QuoteWerks command line options.
Version: 3.0    Build: 24    Release Date: 08/01/2002     Type: New     View All Features in Build
For TeleMagic users, you can now map the QuoteWerks contact information fields to any fields in the TeleMagic contact1 and contact2 databases. There is now a [Map TeleMagic Fields] button on the TeleMagic frame of the Contacts|Setup Contact Manager menu.
Version: 3.0    Build: 24    Release Date: 08/01/2002     Type: New     View All Features in Build
On the product lookup window, when selecting the Manufacturer field as the sort by field, now, the sort will be a two level sort, first by Manufacturer, and then by ManufacturerPartNumber.
Version: 3.0    Build: 24    Release Date: 08/01/2002     Type: New     View All Features in Build
Now the company name or contact name (if there is no company name) that the quote is for is displayed in the title bar in addition to the quote name, and quote number.
Version: 3.0    Build: 23    Release Date: 04/23/2002     Type: Fix     View All Features in Build
When searching for a phone number in GoldMine 5.5 or later using QuoteWerks, the contact was not found.
Version: 3.0    Build: 23    Release Date: 04/23/2002     Type: Misc     View All Features in Build
Improved performance when retrieving contact information from large SalesLogix databases.
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: Misc     View All Features in Build
Changed Peachtree item description in invoice and orders to only include description, without manufacturer and vendor part #.
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: Fix     View All Features in Build
The manufacturer part # column in the document items tab was only allowing 20 characters, when 40 are actually supported.
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
Highlighting the existing data, and then typing "--10.5%" in the unit cost or unit price column of the quote worksheet will subtract 10.5 % from the value currently listed. To add a percentage to the current value use "++10.5%".
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
Added automatic support for the use of the decimal character "." as a date separator.
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
Add GoldMine forecasting default options, In the {username}.ini file under the [Preferences] section, you can enter the following keys to modify the defaults on the forecasted sale window; ForecastProbability=80 ;ForecastActivityCode=ABC
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
When QuoteWerks starts, it now checks to see if your preferred contact manager is running, and alerts you if it is not.
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
The DDE Center utility under the Contacts|DDE Center menu now supports Maximizer and ACT in addition to GoldMine.
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
Outlook Users - The "lightning" button on the Sold to Ship to tab will now retrieve the currently active Outlook contact record (for Outlook users)
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
Outlook Users - You can now use and search for contacts in Outlook Shared Public Contact folders. You can choose this option under the Contacts|Setup Contact Manager menu.
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
ACT! Users - Emails sent from QuoteWerks to the Sold To contact are now logged under the ACT! contact's Notes/History tab.
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
GoldMine Users - There is now an advanced INI file option to use the profit amount or sale amount when scheduling the forecasted sale in GoldMine. In the SITE.INI file under the [Contact Managers] section set the key ForecastProfitAmount=-1 to forecast the profit amount instead of the sale amount.
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: New     View All Features in Build
GoldMine Users - Email sent from QuoteWerks to the Sold To contact are now logged under the GoldMine 4.0 or 5.0/FrontOffice history tab as if the email had been sent from GoldMine itself!
Version: 3.0    Build: 16    Release Date: 01/16/2001     Type: Fix     View All Features in Build
Peachtree link ship to Address1 was not getting exported. ShipToContact was in it's place.
Version: 3.0    Build: 16    Release Date: 01/16/2001     Type: Fix     View All Features in Build
In Product Import Wizard and Contact Import Wizard, the data in the last column in a tab delimited text file was not being read.
Version: 3.0    Build: 16    Release Date: 01/16/2001     Type: Fix     View All Features in Build
If an email was sent from the preview window, it was not logged in the contact manager history.
Version: 3.0    Build: 16    Release Date: 01/16/2001     Type: Fix     View All Features in Build
When the decimal separator was a comma, a problem was caused when dtf files where exported and imported to other QuoteWerks installations that did not use the same comma separator character.
Version: 3.0    Build: 16    Release Date: 01/16/2001     Type: New     View All Features in Build
Added support for more macros on the cover pages and literature pages, &DH_ShipToCompany, &DH_ShipToContact, &DH_ShipToAddress1, &DH_ShipToAddress2,&DH_ShipToAddress3, &DH_ShipToCountry, &DH_SoldToEmail, &DH_SoldToTitle
Version: 3.0    Build: 16    Release Date: 01/16/2001     Type: New     View All Features in Build
IMPORTANT. When converting a document to an order or an invoice, the options to preserve the existing document have been removed from the File|Convert to ... menu. They are now a global setup option located under the Installation tab of the Tools|Options menu. After installing this update, make sure that you set the appropriate action on the Installation tab.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: Fix     View All Features in Build
When adding a new product to the product database, and the manufacturer part # already exists, an error could occur if the currently selected tab was not the "general" tab.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: Fix     View All Features in Build
When searching for a GoldMine 5.5 contact from within QuoteWerks, no records were found.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
For GoldMine and ACT users, added support for CallBack default time. In the {username}.ini file under the [Preferences] section, you can enter the INI key CallBackTime={+75} to default the call back time to 75 minutes from the current time. You can also just enter a specific time to always default your call back time to a specific time.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
For GoldMine users, added support for a default activity code used when scheduling a follow up call. The INI key is CallBackActivityCode= and is located under the [Preferences] section of the {UserName}.ini file.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
Every 30 days, QuoteWerks will now remind the user with Master Rights (when that user logs in) that it is recommended to compact and backup the docs.mdb quotes database.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
The File|Convert to Order and File|Convert to Invoice now will automatically convert an existing forecasted sale in ACT or GoldMine to a completed sale. There are options under the Contacts|Setup Contact Manager menu to adjust at what point the forecast is completed in the contact management software.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
There is now a File|Convert to Lost Sale menu which makes it easier to convert quotes to a lost sale. Additionally, this feature automatically converts forecasted sales created in ACT or GoldMine to lost sales.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
For Maximizer users when you send an email using the QuoteWerks email feature, that email is now logged as a note under the Maximizer contacts Notes tab.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
For ACT! 2000 users, now when you convert quotes to orders, when you change the quote name, or when you change the quote number, QuoteWerks now updates the existing links in ACT to refer to the new quote name/number.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
For ACT! users (All versions), you can now define different ACT! fields to use for the ship to location besides the primary contact information fields.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
Added ACT! 2000 support for better quote attachment functionality. Now, the quote name is displayed in the Regarding column (where previously it was only the quote number) on the Notes/History tab in ACT.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
Added ACT! 2000 support to create follow up calls, schedule meetings, and schedule to-do items all related to the QuoteWerks document.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
Added ACT! 2000 Sales Opportunity support! Now when you create quotes, QuoteWerks will optionally schedule a Sales Opporunity for the quote. AND, when you conver the quote to an order/invoice, QuoteWerks will complete the Sales Opportunity in ACT 2000!
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: New     View All Features in Build
IMPORTANT: Canadian users there is now a new option on the Regional tab of the Tools|Options menu to set the default of if PST tax is compounded. There is a corresponding checkbox on the Sale Info tab of each quote that now let's you set this value per each quote. After opending existing quotes created before this new change, you must make sure that the appropriate value is set on the Sale Info tab. If most of your existing quotes use compounded PST tax, contact us for information on how to update all the existing quotes at once.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: Fix     View All Features in Build
If you cancelled the selection of a file for a repair or compact procedure, the procedure was run again on the last selected file.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: Fix     View All Features in Build
Performance problems with ACT 2000 integration.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: Misc     View All Features in Build
The medic utility will now warn you that you cannot repair or compact the security.mdb file because it is encrypted.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: Misc     View All Features in Build
When forecasting sales in GoldMIne, QuoteWerks now also updates the forecast field on the GoldMine contact's Summary tab.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: New     View All Features in Build
For Outlook users, you can now specify the name of the public contacts folder that you want to use instead of the default when using the Outlook shared public contacts.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: New     View All Features in Build
We have added additional operator support such as Begins with, contains, etc to the Tools|Find Quoted Item menu that lets you find out what quotes a specific manufacturer part number was used in.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: New     View All Features in Build
The products bar tool bar is now named "Quick Lookup", and now supports the ability to lookup a VENDOR part number in addition to a manufacturer part number and add it to the quote. The last used field and product database values selected are now also remembered for the next time.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: New     View All Features in Build
We moved the "Enabled GoldMine synchronization" option from the GoldMine area of the Contacts |Setup Contact Manager menu to the Installation tab of the Tools|Options menu, and renamed it to "Look for synchronized data.". When this option is checked and you use the built-in QuoteWerks contact manager, when you save a quote, a dtf file for the quote will be created in the \quotewerks\dtf folder. If you use the built-in QuoteWerks contact manager, ACT, Maximizer or Outlook, now when you double click on a linked attachment, QuoteWerks will import that document into its database if it does not exist, and update the existing document in the database if it is older. Since Maximizer, ACT, Outlook, and QuoteWerks does not have an automatic mechanism to transport these files, with this new behavior, if you provide your own mechanism for transferring these files, then QuoteWerks can take over from there.
Version: 3.0    Build: 18    Release Date: 10/08/2001     Type: New     View All Features in Build
Added support for Title, Phone, Fax, and Email fields for Ship To contact information.
Version: 3.0    Build: 19    Release Date: 10/31/2001     Type: Fix     View All Features in Build
If a Price Modifier was used that included a decimal character like P20.56, the PriceModifier is stored in the database using the local decimal character. This caused a problem when the quote was exported to a dtf file and then opened by a QuoteWerks installation in another country that used a different decimal character. This fix will avoid the problem if it is installed at the receiving end (or ideally at both ends).
Version: 3.0    Build: 19    Release Date: 10/31/2001     Type: Fix     View All Features in Build
When using ACT, but not selecting an ACT contact, when saving, a message would tell you that you needed to select an ACT contact.
Version: 3.0    Build: 22    Release Date: 04/04/2002     Type: Fix     View All Features in Build
Bug in ACT 2000 caused a random 5 decimal value to appear in sales forecast amount when certain amounts used. Also this bug would not allow for negative sales amounts. Different functions were used to circumvent the issues.
Version: 3.0    Build: 22    Release Date: 04/04/2002     Type: Misc     View All Features in Build
When creating a sales forecast in GoldMine, the first 255 characters of the contents of the internal notes field from the notes tab would be copied into the notes field of the GoldMine forecast.In the Tools|Find Quoted Item menu, you can now specify which field you would like to search for from the list of choices. Now the entire contents are copied.
Version: 3.0    Build: 22    Release Date: 04/04/2002     Type: New     View All Features in Build
Removed 1024 character limit for F2 lookup values used for memo fields. The limit is now 32,000 characters. Also, the tooltip will now display the item value on multiple lines.
Version: 3.0    Build: 22    Release Date: 04/04/2002     Type: New     View All Features in Build
Medic Utility, now supports command line parameters; (/r) for repair, (/c) for compact, (/f:[path]) to specify the database or folder of databases to perform the operation on, and (/exit) to exit the medic utility when finished.
Version: 3.0    Build: 22    Release Date: 04/04/2002     Type: New     View All Features in Build
The Medic utility now enables you to select multiple databases to repair and compact as a batch process. This will make database maintenance much easier. Also, the medic utility can now also tell you what users are still logged into QuoteWerks.
Version: 3.0    Build: 22    Release Date: 04/04/2002     Type: New     View All Features in Build
The Activity Scheduler can now be used to schedule the updating of the Tech Data and Merisel database indexes.
Version: 3.0    Build: 22    Release Date: 04/04/2002     Type: New     View All Features in Build
The Activity Scheduler can now be used to schedule the import of a products into a native product database using an import template.
Version: 3.0    Build: 22    Release Date: 04/04/2002     Type: New     View All Features in Build
Using the new command line options (/c:1 | /c:2 | /c:3 ), you can retrieve the currently open contact from your contact manager into the sold to and/or ship to fields.
Version: 3.0    Build: 22    Release Date: 04/04/2002     Type: New     View All Features in Build
The Product Import Wizard can now import files that have each line delimited by only a single line feed character versus the more common carraige return and line feed character combination.
Version: 3.0    Build: 22    Release Date: 04/04/2002     Type: New     View All Features in Build
If you are using the Outlook shared public contacts to retrieve your contact information, you can now specify any folder in any path.
Version: 3.0    Build: 22    Release Date: 04/04/2002     Type: New     View All Features in Build
Support for SalesLogix 5.x contact management software has been added! You can now use your SalesLogix contact information in your quotes, and a link to the QuoteWerks quote is created in the SalesLogix contacts' Attachments tab.
Version: 3.0    Build: 22    Release Date: 04/04/2002     Type: New     View All Features in Build
*** IMPORTANT*** For GoldMine users, under the Contacts|Setup Contact Manager there is now an option to also copy the sale amount or forecast amount into the forecasted sale notes. With this new change, please verify the settings you expect are indicated on this window.
Version: 3.0    Build: 20    Release Date: 01/02/2002     Type: Fix     View All Features in Build
When renaming a document template, QuoteWerks tried to update the associated records in GoldMine or ACT, however QuoteWerks does not write any information about document templates into the contact managers.
Version: 3.0    Build: 20    Release Date: 01/02/2002     Type: Misc     View All Features in Build
If QuoteWerks is configured for more than 2 decimal places, when a sales opportunity is written to ACT, the number is rounded to two decimals.
Version: 3.0    Build: 20    Release Date: 01/02/2002     Type: New     View All Features in Build
Macro functions like ~GMW_Macro(ACCOUNTNO), ~ACT_Macro(), ~Max_Macro() can now be used in the value field of a report filter item. This can be used to automate a report that automatically displays a list of all products sold to the currently active contact record in GoldMine, ACT, Maximizer.
Version: 3.0    Build: 20    Release Date: 01/09/2002     Type: New     View All Features in Build
When QuoteWerks creates a GoldMine linked document, by default it sets the ownership of the document to PUBLIC. There is now a new ini key AssignOwnerToGoldMineLinkedDoc=-1 that you can set under the [Contact Managers] section of the site.ini file to Assign the currently logged in GoldMine user as the linked document owner.
Version: 3.0    Build: 20    Release Date: 01/09/2002     Type: New     View All Features in Build
Support for TeleMagic 5.0 contact management software has been added! You can now use your TeleMagic contact information in your quotes, and a link to the QuoteWerks quote is created in the TeleMagic contacts Associated Files list.
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