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QuoteWerks Update Center

Name: QuoteWerks
Address: 4901 Vineland Road Suite 250, Orlando, FL, 32811
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Version 24.0 Summary

45 New, 53 Fixes, and 6 Miscellaneous features
New Features - Version 24.0
	1. Act! For Web 25.100 is now supported! [Build: 1.01]
	2. Goldmine 2023.4 is now supported! [Build: 1.01]
	3. SugarCRM version 13.2 is now supported! [Build: 1.01]
	4. Sage 50 Accounting 2024 (Peachtree) is now supported! [Build: 1.01]
	5. QuickBooks Desktop USA version 2024 is now supported! [Build: 1.01]
	6. 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. [Build: 1.01]
	7. 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. [Build: 1.01] See a screenshot/video of this feature
	8. Whole document spell check. Pressing the F7 key while in a text box will display the traditional spell check dialog. Choosing the Tools->Spelling menu (or CTRL-F7) will run the Whole Document Spell Check wizard. A wizard will be displayed that presents each field one by one indicating misspelled words with a red squiggly line underneath it. When done correcting the spelling, you can click the [Next] button to move to the next field. There is also a [Previous] button to go back if needed, or [Close] to stop. If you choose to [Ignore All], that word will be ignored in all the remaining fields checked. If a field is empty or there are no spelling errors, or the user does not have rights to modify the field, it will be skipped. The Whole Document Spellcheck can include fields on the Quote WorkBook tabs, and also line item columns for each line item. You can customize the list of fields that are included under the Spelling tab of the Tools->My Preferences menu. [Build: 1.01]
	9. You can now spell check individual cells on the Document Items tab grid by pressing F7 while in the cell. [Build: 1.01]
	10. QuoteWerks Web now supports SSO login. QuoteWerks Desktop user setup was updated to reflect this. [Build: 1.01]
	11. The Product Content Subscription now has PartLocator support for Arbitech in the USA. We've negotiated an arrangement with Arbitech to host their product data so as to provide our mutual customers with the best experience possible. [Build: 1.01]
	12. The Product Content Subscription now has PartLocator support for Accutech Data in the USA. We've negotiated an arrangement with Accutech Data to host their product data so as to provide our mutual customers with the best experience possible. [Build: 1.01]
	13. On the Product Lookup window, the Etilize keyword search box now has a drop-down list of your most 20 recent searches. [Build: 1.01]
	14. For the Deposit Amount, there is now an option to include the Sales Tax in the deposit amount when selecting the "TOTALING: Add up multiple matching line items in the document" or "Percent of a line item in the document" options. Defaults for this can be specified on the Documents tab of the Tools->Options menu. [Build: 1.01]
	15. For the Deposit Amount, there is now an option to "Include Shipping Amount (including Sales Tax) in Deposit Required". [Build: 1.01]
	16. The Summary line "TOTALING: Add up multiple matching line items in the document" option now has the option to "Include Sales Tax" [Build: 1.01]
	17. On the Custom Tab of Quote WorkBook, the fields CustomMemo01, CustomMemo02, CustomMemo03, and CustomMemo04 now have vertical scrollbars. [Build: 1.01]
	18. On the QuoteValet Upload window, next to the [Reminder Options] button is an indicator that displays how many reminders are set. [Build: 1.01] See a screenshot/video of this feature
	19. The QuoteValet Auto-Reminders window now has [Select All] and [De-Select All] buttons [Build: 1.01] See a screenshot/video of this feature
	20. Under the Tools->Options menu on the Print tab added options of "Include Percent Charge lines on Sales Orders" and "Include Percent Discount lines on Sales Orders" and "Include Group Header lines on Sales Orders". [Build: 1.01]
	21. For ConnectWise PSA users, QuoteWerks now supports up to 6 ConnectWise PSA Tax levels when using the DataLink to retrieve the tax rate from ConnectWise PSA. Previously, QuoteWerks only supported the first 5 levels. Note: The ConnectWise PSA API as of October 2023 only supports 6 Tax Levels. The ConnectWise UI allows administrators to create more than 6, however. [Build: 1.01]
	22. You can now select multiple bundles at the same time to delete. [Build: 1.02]
	23. For SugarCRM users, significant speed improvements were made across all API calls. [Build: 1.03]
	24. You can now specify company wide Spell Check words to Ignore. In the Settings Manager, you can set SystemSettings\System\SpellCheckCompanyCustomDictionaryData key with a list of words to ignore, with each word being on its own line, so separated by CRLF. [Build: 1.03]
	25. For Autotask users, the shipping description will now map over for shipping items on an Autotask quote. The shipping description can also be manually set. This new feature is located on Autotask Setup window -> Opportunities->Quote Products->Shipping section. [Build: 1.06]
	26. For Hubspot CRM users, if two words are entered when doing a Name search on the Lookup window, a match with the first word for the first name and the second word for the last name will be used. [Build: 1.06]
	27. For Zoho CRM users, product lookup can now show up to 10,000 records. [Build: 1.06]
	28. Act! For Web 25.2 is now supported! [Build: 1.08]
	29. Autotask 2024 is now supported! [Build: 1.08]
	30. SugarCRM 13.3 is now supported! [Build: 1.08]
	31. Goldmine version 2024.1 is now supported! [Build: 1.09]
	32. ConnectWise 2024.1 is now supported! [Build: 1.08]
	33. ConnectWise 2024.2 is now supported! [Build: 1.09]
	34. The USA Sales Tax Rate Lookup in the Real-Time module has been improved to now account for address locations that have not yet been assigned a Zip+4 code by the USPS yet. This can happen with new construction resulting in new addresses that have not been assigned a Zip+4 code yet by the United States Postal System. A list of Tax Jurisdictions for the base Postal Code for you to choose from will now be displayed when using the Prompt for Sales Tax option. If the option is set to not display the Sales tax Lookup window, then you will receive a message to use the window to choose the appropriate Sales Tax Jurisdiction. These options are set on the Misc.General (more) tab of the Tools->My Preferences menu. [Build: 2.04]
	35. The USA Sales Tax Rate Lookup in the Real-Time module has been improved to now account for USA address locations that cannot be verified by the USPS. A list of Tax Jurisdictions for the base Postal Code will now be displayed when using the Prompt for Sales Tax option for the user to manually intervene. If the option is set to not display the Sales tax Lookup window, then you will receive a message to use the window to choose the appropriate Sales Tax Jurisdiction. These options are set on the Misc.General (more) tab of the Tools->My Preferences menu. [Build: 2.04]
	36. The USA Sales Tax Rate Lookup in the Real-Time module has been improved to now account for address locations that cannot be verified by the USPS, like many addresses in Puerto Rico (a USA territory). Puerto Rico addresses use various non-standardized formats that the USPS API does not recognize. A list of Tax Jurisdictions for the base Postal Code will now be displayed when using the Prompt for Sales Tax option for the user to manually intervene. If the option is set to not display the Sales tax Lookup window, then you will receive a message to use the window to choose the appropriate Sales Tax Jurisdiction. These options are set on the Misc.General (more) tab of the Tools->My Preferences menu. [Build: 2.04]
	37. On Sales Tax Rate lookup window you can now it will default to the SoldTo/ShipTo/BillTo Address setup in options, but you can now choose the SoldTo/ShipTo, or BillTo address to do a validation and sales tax rate lookup based on any of those addresses. Useful if, for example, you are shipping your product to a shipping address that is a staging area (like your office location), but ultimately the final shipping address, and what the tax rate should be based on will be your Customer's address which is currently located in the SoldTo address fields. [Build: 2.04]
	38. When the USA Address verification is used the USPS returns the address standardized and formatted as all upper case letters. We now Proper Case the results. [Build: 2.04]
	39. For Ingram Micro Realtime users, added support for the Ingram Micro JSON API for Real-time P&A calls. The JSON API is self-service to create credentials via the following URL: https://developer.ingrammicro.com. This support has been added for Ingram Micro Customers in the United States, Canada, the United Kingdom, Australia, and New Zealand. Also added an option for Sandbox Mode. [Build: 2.04]
	40. For ConnectWise PSA Users, there is now a setup option that enables the QuoteWerks Admin to require fields when creating/Updating a ConnectWise PSA Opportunity. The fields that can be made mandatory are Opportunity Type, Description, Source, and Campaign. The ConnectWise Opportunity will not be able to be created/updated until the specified fields have data entered. The Required Fields can be specified on the Connectwise Setup->Opportunities Tab->Required Fields Sub Tab. [Build: 2.04]
	41. For QuickBooks Online Users, added a new setup option for "If the ShipTo Customer Does Not Exist" of 'Do not create - write in only' If this option is selected, then the Ship To Customer will be a "write in" on the document, which does not require that it exist as a customer record. This option adds to the existing options of 'Create' and 'Prompt to create'. [Build: 2.04]
	42. 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. [Build: 2.04]
	43. The DocumentItems Manufacturer field length was increased from 30 to 40 characters. [Build: 2.04]
	44. The User Properties window now has CreatedOn and LastModifiedOn fields. [Build: 2.04]
	45. 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. [Build: 2.04]
Misc Features - Version 24.0
	1. QuoteWerks no longer supports "S" type Etilize Annual Subscription License Keys (which expire and need to be replaced annually). Starting with v24 QuoteWerks requires an Etilize Subscription using a Tenant Account. [Build: 1.01]
	2. New method implemented for saving line items resulting in significant speed increases. [Build: 1.01]
	3. The "SYNNEX" tab on the Real-time Setup window was renamed to "TD SYNNEX" to reflect their name change, and then further renamed to "TD SYNNEX North America" to reflect these settings are only for North America. [Build: 2.04]
	4. The Tech Data" tab on the Real-time Setup window was renamed to "TD SYNNEX Europe" to reflect the Tech Data API still being used for the new "TD SYNNEX" company for their locations in Europe. The region options of "USA" and "Canada" were removed. The Online Ordering setup options were removed from this tab as they were only available for USA and Canada. [Build: 2.04]
	5. References to "Computer 2000" distributor have been removed. [Build: 2.04]
	6. When hovering over the Address verification warning/error label under an address on the Sold To/Ship To tab you will now see details of the warning/error. [Build: 2.04]
Fixes - Version 24.0
	1. The "QuoteWerks Web Multi-Factor Authentication method" options did not list the recently added "Authenticator" and "DUO". [Build: 1.01]
	2. If you have a C, J, or F primary License Key a tenant account based Real-time Module subscription would not be recognized. [Build: 1.01]
	3. 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. [Build: 1.01]
	4. For API users, the qw.dll backend dll, when calling the .getfieldvalue("?") method would receive "Runtime error 94: Invalid Use of Null". This issue was introduced in v23 Build 1.00 [Build: 1.01]
	5. When importing values for the F2 Lookup, after the import, the list was reloaded without having been cleared first. [Build: 1.01]
	6. The Line Numbering options on the Print tab of the Tools->Options menu were not working. [Build: 1.01]
	7. For ConnectWise PSA users, QuoteWerks was not updating existing ConnectWise Activities. A new Activity would be created each time. [Build: 1.01]
	8. Since v23 build 2, when the Bundles window was re-designed, the ability to select multiple bundles at the same time to add to the quote was mistakenly removed. [Build: 1.01]
	9. On the Edit Product window the Cost/Price/List fields and the Foreign Cost/Price/List fields were not getting not getting truncated to the "Number Decimal Places Unit" setting on the Misc tab of Tools->Options menu. [Build: 1.01]
	10. When using Refresh with Latest pricing, and the item was based on Customer Based or Volume pricing, the resulting calculated UnitPrice was not getting truncated to the "Number Decimal Places Unit" setting on the Misc tab of Tools->Options menu. [Build: 1.01]
	11. 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. [Build: 1.01]
	12. For Autotask users, text over 50 characters was being truncated when saving the Autotask Product Name. [Build: 1.01]
	13. 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. [Build: 1.01]
	14. Word document merging was not displaying text fields. [Build: 1.02]
	15. For API users, the qw.dll backend dll, when calling the .getfieldvalue("?") method would receive "An invalid Time Zone '', was encountered in ReturnTimeZoneOffsetFromUTCInMinutes". [Build: 1.02]
	16. When clicking on OK under Tools->My Preferences would receive error "Run-time error '91': Object variable or With block variable not set". [Build: 1.02]
	17. The GetSaveFile dialog Folder MRU now has a limit of saving the last 10 folders used. [Build: 1.02]
	18. For Autotask users, error when trying to edit the value of a description in the F2Lookup when editing the list in the Autotask Setup. [Build: 1.03]
	19. When saving a quote if the length of the data being saved was larger than the database field supports, would receive an error instead of being truncated. This was a result of the new line item saving method introduced in v24 Build 1. [Build: 1.03]
	20. When try to use an Amazon business pricing product from the Product Lookup window, would receive Type mistmatch error. [Build: 1.03]
	21. For Spell checking all Mixed case words were being ignored. [Build: 1.03]
	22. Error subscript out of range when clicking on the [Group Properties] button on the Edit bundle window. [Build: 1.04]
	23. When adding a bundle by double clicking on the list of bundles, QuoteWerks sometimes would quit unexpectedly. [Build: 1.04]
	24. For SugarCRM users, when trying to retrieve a datalink value would return Error: "FieldName" not found! [Build: 1.05]
	25. For Zoho CRM users, doing a contact lookup search ending in "\" would cause an error. [Build: 1.06]
	26. For Zoho CRM users, doing a contact lookup search with the word in parentheses would not return the result. [Build: 1.06]
	27. For Zoho CRM users, if more than 2000 results were found, a LIMIT_REACHED error would be shown. [Build: 1.06]
	28. For Zoho CRM users, doing a product lookup search with "Begins with" would cause an error. [Build: 1.06]
	29. For Zoho CRM users, doing a product lookup search on the Description field with "Contains" would return all the records. [Build: 1.06]
	30. CRM Login credentials would be removed for the current session, after using the SpellCheck feature. [Build: 1.06]
	31. Ignoring all words when spell checking an email would display a partially complete message instead of a complete message. [Build: 1.06]
	32. On the Purchase Orders tab of the Purchasing window, if you right clicked on a PO and select 'E-Mail PO Status to Customer(s)', the default template for this email contains macros for the &DH_DocNo and &DH_SoldToPONumber in the email's subject, however both rendered as "n/a". [Build: 1.06]
	33. On the Show Logged in users, when users were logged into QuoteWerks Web, the information would not be displayed correctly on this window. [Build: 1.08]
	34. On the User properties window, the "QuoteWerks Web Login (selected in QWW UI)" frame on the Login tab was not display the information correctly. [Build: 1.08]
	35. For Zoho CRM users, some users were receiving "invalid query formed" errors when using the Zoho CRM Product Lookup. [Build: 1.10]
	36. For SugarCRM users, some custom Lost and Won Opportunity Stages were not showing for users. [Build: 1.10]
	37. Spell Check was not correcting a misspelled word after pressing the change button. [Build: 1.10]
	38. 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 [Build: 2.04]
	39. For Autotask users, the '<Existing Autotask Opportunity Category>' settings on the Autotask Setup -> Opportunity Setup window was not being applied when an existing opportunity was being selected from Autotask on the Opportunity window. [Build: 2.04]
	40. 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. [Build: 2.04]
	41. For Zoho CRM users, the session token would become invalid after an hour of inactivity. [Build: 2.04]
	42. On the Menus tab of the User Properties window, the "Tools->Spelling..." menu was renamed to "Tools->Whole Document Spell Check..." to reflect the change in the previous build. [Build: 2.04]
	43. For Zoho CRM users, doing a product lookup search by Manufacturer caused an error. [Build: 2.04]
	44. For a Payments Management Report, when attempting to add a field to the report would receive an error relating to "ReturnREFieldType()" and could also receive errors running the report. [Build: 2.04]
	45. 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. [Build: 2.04]
	46. If on the last row in the Document Items grid and there are more rows than can be visible on the screen and you are on the last row and you type a value in a cell and press ENTER, the change would not take effect. [Build: 2.04]
	47. 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. [Build: 2.04]
	48. Under the Tools->My Preferences on the E-Mail.Sending tab the "Auto spell-check before sending e-mail" settings was not being saved. [Build: 2.04]
	49. When on the Print window for a quote that has a Spec Sheet or File Links, if you press the X on the upper right of the form instead of the [Close] button, the next time the Print window is displayed, the Spec Sheet from the previous quote would still appear. [Build: 2.04]
	50. On the Print tab of the Tools->Options menu the setting "Include Group Header lines of Sales Orders" was not being respected. [Build: 2.04]
	51. For QuickBooks Desktop users, when exporting Estimates to QuickBooks Desktop from QuoteWerks the ShipToAddress will now be populated. [Build: 2.04]
	52. On the Print window, when selecting Cover Page, Primary Layout, Additional Layout, Literature, Spec Sheets, or File Links, it will now insert these element types per the Print Order specified on the Print tab under the Tools->Options menu. [Build: 2.04]
	53. Whole Document Spell Check would freeze when clicking the [Previous] button in certain circumstances, also Spell Check was not correctly signaling the previous button was pressed in certain situations. [Build: 2.04]

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