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example: QuoteValet "payment option" -deposit
95 Search results for maximizer
See a screenshot of this feature
95 Search results for maximizer
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: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: Fix View All Features in Build
For Maximizer 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: 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: 1.03 Release Date: 11/28/2022 Type: Fix View All Features in Build
When cloning a user that had OAuth tokens like Maximizer Web, Zoho, HubSpot CRM, MS CRM, or OAuth SMTP, these tokens would be copied to the cloned user causing login problems for the source user.Version: 5.7 Build: 3.16 Release Date: 06/22/2022 Type: New View All Features in Build
Maximizer CRM 2022 R1 is now supported!Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: New View All Features in Build
For Maximizer CRM users, Maximizer CRM 2021 R3 is now supported!Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: New View All Features in Build
For Maximizer CRM users, Maximizer CRM 2021 R2 is now supported.Version: 5.6 Build: 3.25 Release Date: 04/19/2021 Type: New View All Features in Build
For Maximizer CRM users, Maximizer CRM 2021 R1 is now supported.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: 3.19 Release Date: 03/24/2021 Type: Fix View All Features in Build
For Maximizer CRM users, when emailing a quote from QuoteWerks that another user created, a user could receive an error message when the email history note was being created in Maximizer CRM.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: Fix View All Features in Build
For Maximizer CRM users, when creating an Opportunity, the DTF file was not getting attached.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: New View All Features in Build
For Maximizer CRM users, Enum fields in Maximizer CRM are now supported in the QuoteWerks DataLink.Version: 5.6 Build: 1 Release Date: 11/11/2020 Type: Fix View All Features in Build
For Maximizer CRM users, the create and update deal window will no longer show closed deals in the dropdownVersion: 5.6 Build: 1 Release Date: 11/11/2020 Type: Fix View All Features in Build
For Maximizer CRM users, when resaving an opportunity in QuoteWerks after performing a Rename and then setting the 'Update Opportunity Name with Document Name' option, the Objective field would not be renamed.Version: 5.6 Build: 1 Release Date: 11/11/2020 Type: New View All Features in Build
For Maximizer users, Maximizer CRM 2020 R2 is now supportedVersion: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: Fix View All Features in Build
For Maximizer CRM users, when updating an existing Opportunity, if the 'Update Opportunity Name with Document Name' option was unchecked it was still updating the Maximizer CRM Opportunity name with the QuoteWerks quote name. Now it will not, and it will also now show the existing Opportunity name from the Maximizer CRM Opportunity in the Create/Update Opportunity window.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: Fix View All Features in Build
For Maximizer Online users, the DataLink fields were case sensitive and if the field names did not match, an error value would be used when the field was populated.Version: 5.5 Build: 4.04 Release Date: 05/06/2020 Type: New View All Features in Build
For Maximizer CRM users, v18.0 (2020 R1) is now supported!Version: 5.5 Build: 2.01 Release Date: 01/08/2020 Type: Fix View All Features in Build
For Maximizer CRM users, the DTF file was being removed from the DTF directory after the quote was saved.Version: 5.5 Build: 1.15 Release Date: 12/16/2019 Type: New View All Features in Build
Maximizer CRM v17.4 now supported!Version: 5.4 Build: 6.02 Release Date: 05/29/2019 Type: New View All Features in Build
Maximizer CRM v17.2 now supported!Version: 5.4 Build: 6.02 Release Date: 05/29/2019 Type: New View All Features in Build
Maximizer CRM v17.3 now supported!Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: New View All Features in Build
Maximizer CRM v17.1 now supported!Version: 5.5 Build: 1.07 Release Date: 11/5/2019 Type: Fix View All Features in Build
For Maximizer users, the Data Link was was not working for company fields.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 Maximizer CRM users, the integration was updated to use the new Maximizer 17.3 API which was required for continued compatibility.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: 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: 3.05 Release Date: 03/12/2019 Type: Fix View All Features in Build
For Maximizer CRM users, the Lookup Column Settings were not being saved.Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: Fix View All Features in Build
For Maximizer users, if users had the "Update Maximizer Opportunity Name with Document Name" checked in the Setup window and did not create an opportunity, QuoteWerks could error when the user attempted to convert to order or save a revision.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: 1.08 Release Date: 11/19/2018 Type: New View All Features in Build
Maximizer CRM v17.0 is now supported!Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: Fix View All Features in Build
For Maximizer CRM users, when attempting to save an Opportunity in an European installation, a CloseDate failed parse error was being displayed.Version: 5.3 Build: 5.07 Release Date: 08/08/2018 Type: Fix View All Features in Build
For Maximizer CRM users, users could cancel the Won or Lost opportunity window.Version: 5.3 Build: 5.07 Release Date: 08/08/2018 Type: Fix View All Features in Build
For Maximizer CRM users, the status drop down was not changing to Won or Lost when trying to close an opportunity.Version: 5.3 Build: 5.07 Release Date: 08/08/2018 Type: Fix View All Features in Build
For Maximizer CRM users, when closing an opportunity, users could receive an error in 'ApplyDocNoDocNameChangeToMaximizerWebRecords'.Version: 5.3 Build: 5.07 Release Date: 08/08/2018 Type: Fix View All Features in Build
For Maximizer CRM users, could receive a Run-time error '457' with a SoldTo DataLink mapped field.Version: 5.3 Build: 5.07 Release Date: 08/08/2018 Type: Misc View All Features in Build
For Maximizer CRM users, attachment status messages will now show if attachments were added to an opportunity.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: 5.03 Release Date: 7/24/2018 Type: Fix View All Features in Build
For Maximizer CRM users, the Company name search was not returning all the needed results.Version: 5.3 Build: 5.02 Release Date: 7/23/2018 Type: Fix View All Features in Build
For Maximizer CRM users, the DataLink fields on the Macro Tester are now sorted alphabetically.Version: 5.3 Build: 5.02 Release Date: 7/23/2018 Type: Fix View All Features in Build
For Maximizer CRM users, when selecting ON-Premise from the Maximizer CRM Live Setup window, an error message about the password not being set was being shown after clicking Ok.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, some DataLink fields were not returning the correct value.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
For Maximizer CRM users, the default Lookup field was changed to Company Name.
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 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 Maximizer CRM On-Premise users, when selecting On-Premise from the Maximizer CRM Live Setup window and inputting an incorrect SQL Database Name, you would receive an "Object reference not set to an instance of an object." error message.
Version: 5.3 Build: 5 Release Date: 08/09/2018 Type: Fix View All Features in Build
For Maximizer CRM On-Premise users, when selecting On-Premise from the Maximizer CRM Live Setup window and pressing 'Test Connection', users would receive an "Unable to get current API version." error message.Version: 5.3 Build: 5 Release Date: 08/09/2018 Type: New View All Features in Build
For Maximizer CRM Live users, UK data center accounts are now supported!Version: 5.3 Build: 5 Release Date: 08/09/2018 Type: New View All Features in Build
For Maximizer CRM users, Maximizer CRM On-Premise is now supported!Version: 5.3 Build: 5 Release Date: 08/09/2018 Type: New View All Features in Build
Maximizer CRM Live version 16.2 is now supported!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: 06/11/2018 Type: Fix View All Features in Build
For Maximizer CRM Live users, the create date was showing in the ISO format on the Update Opportunity form.Version: 5.3 Build: 3.14 Release Date: 04/05/2018 Type: New View All Features in Build
Maximizer CRM Live version 16.1 is now supported!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
For Maximizer CRM Live users, when updating an existing opportunity, the existing opportunity name was not being retrieved, so it was getting replaced with a new name.Version: 5.3 Build: 3.02 Release Date: 03/06/2018 Type: Fix View All Features in Build
For Maximizer CRM Live users, the Server name in setup was not being saved.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: 5.1 Build: 6.03 Release Date: 05/25/2016 Type: New View All Features in Build
Maximizer 14.1 is now supported!Version: 5.1 Build: 4 Release Date: 02/03/2016 Type: New View All Features in Build
Maximizer 2016 (v14) is now supported!Version: 5.0 Build: 4.34 Release Date: 05/27/2015 Type: New View All Features in Build
For Maximizer users, the DataLink now has support for additional fields like "Email2".Version: 5.0 Build: 4.19 Release Date: 05/15/2015 Type: New View All Features in Build
Maximizer 13.1 is now supported!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: 1.06 Release Date: 11/20/2014 Type: New View All Features in Build
Maximizer 13.0 is now supported!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: 5.23 Release Date: 08/02/2013 Type: New View All Features in Build
Maximizer version 12.3 is now supported!Version: 4.8 Build: 5 Release Date: 06/03/2013 Type: New View All Features in Build
Maximizer 12.2 is now supported!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: 4.7 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: 7.03 Release Date: 07/23/2012 Type: Misc View All Features in Build
A Maximizer 12.1 beta message was still appearing.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: New View All Features in Build
Maximizer 12.1 is now supported!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: New View All Features in Build
Maximizer 12 is now supported!Version: 4.5 Build: 7 Release Date: 06/21/2010 Type: New View All Features in Build
Maximizer 11.0 is now supported!Version: 4.5 Build: 1 Release Date: 12/15/2009 Type: Fix View All Features in Build
For Maximizer users, the static list of Maximizer fields in the DataLink mapping field list now contains a list of all the fields currently available in Maximizer 10.0 and 10.5. This list contained many Maximizer fields that were no longer valid due to changes in the how the data is retrieved in the newer Maximizer integration.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
The initial release of the new Maximizer integration for Maximizer versions 10.0 and 10.5 did not support custom fields. For Maximizer 10.0 and 10.5 users, the QuoteWerks DataLink feature now supports Maximizer custom fields. Also, QuoteWerks now retrieves a list of all available custom fields from Maximizer, rather than presenting you with a static list of fields to choose from. You will need to edit your DataLink mappings and select the appropriate Maximizer custom field. The Maximizer custom fields are displayed in the DataLink field list with the prefix of "CustomField->".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: 49 Release Date: 08/27/2009 Type: Misc View All Features in Build
For Maximizer users, changed the DataLink field name of "Mr/Mrs" (listed in the list of available fields) to "Mr_Ms" since "Mr/Mrs" no longer works in Maximizer 9.5 or higher.Version: 4.0 Build: 33 Release Date: 02/15/2008 Type: New View All Features in Build
Maximizer 10 is now supported!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: 14 Release Date: 11/28/2005 Type: Fix View All Features in Build
For Maximizer users, when selecting the search button on the Sold To / Ship To tab and then clicking on the [Use for Sold To] button, would receive an error 13 type mismatch.Version: 3.0 Build: 38 Release Date: 10/12/2004 Type: New View All Features in Build
Certified for use with Maximizer 8.0.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.See a screenshot of this feature
Version: 3.0 Build: 15 Release Date: 09/25/2000 Type: Fix View All Features in Build
QuoteWerks is now fully compatible with the UK version of Maximizer.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: 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: 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: 22 Release Date: 04/04/2002 Type: New View All Features in Build
QuoteWerks is now certified for use with Maximizer 7.0.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.
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