407-248-1481
QuoteWerks Update Center
Version 5.3 Summary
| 189 New, 211 Fixes, and 45 Miscellaneous features | ||
| New Features - Version 5.3 | ||
| 1. ConnectWise 2018.1 is now supported! [Build: 1.04] | ||
| 2. ConnectWise 2017.6 is now supported! [Build: 1.04] | ||
| 3. ACT! version 20 is now supported! [Build: 1.04] | ||
| 4. Sage 50 Accounting 2018.1 US Edition (Peachtree) is now supported! [Build: 1.04] | ||
| 5. SugarCRM 7.10 is now supported! [Build: 1.04] | ||
| 6. Updated the User Interface with a new flat look! [Build: 1.04] | ||
| 7. The QuoteWerks Help system is now fully online rather than having a local copy of the Help File. This speeds up installation time significantly and updates to the Help Documentation are instantly seen by customers. [Build: 1.04] | ||
| 8. Line item quantity linking. With this feature you can setup a quantity link between line items. Simple select a line item that you want to drive the quantity of other line items, and the hold down the CTRL key and select all the other line items that you want to have their quantity affected by the quantity of the Parent item. Then click on the [Set Dependent Quantity] toolbar button above the Document Items grid. You will be prompted to enter the relative quantity multiplier. So, for example, you can use this so that for each car sold, it requires 4 of the tire items. Once you setup this dependent quantity, when you change the quantity for the car line item, the quantity line item with the tires will automatically be changed to the quantity of cars times 4. If you manually change the quantity in a line item that is setup as a quantity child it will remove the quantity link. If all the quantity children line items are deleted, the quantity link will be removed. When selecting a line item that has a parent or child quantity link information about the quantity link will be displayed in the status bar area. Also you can select a quantity parent or quantity child line item and click on the "Highlight Dependent Quantity Parent" or "Highlight Dependent Quantity Child" Grid Toolbar button menu to highlight them in the quote for you to see. [Build: 1.04] | ||
| 9. SimpleLabor feature. There is now a Simple Labor tab on the Edit Product window. Here you can enter basic information about the labor for the item including quantity, description, cost, price, manufacturer part number, item type, and tax code. When the product is added to the quote, this simple labor information will be added as an additional line item below it. This labor line item will be quantity linked to the product item so as you change the quantity of the main item, the simple labor item quantity will automatically change with it. If you need to enter more information for your labor item, you will need to just create a regular item and then set it as a required item with the quantity linked. There is a [Convert] button on the Simple Labor tab which will convert this simple labor information into a regular product item and make it a required item of the item. When importing products, you can import the Simple Labor information into the product with the fields:
&LaborData.LaborQuantity, &LaborData.LaborDescription, &LaborData.LaborUnitCost, &LaborData.LaborUnitPrice, &LaborData.LaborTaxCode, and &LaborData.LaborLineAttributes. Since a Simple Labor item is not really an item, but rather fields of data in a host item, you cannot refresh pricing of the labor item once it is on the quote. [Build: 1.04] | ||
| 10. Section Header feature. You can now create sections (similar to tabs) in your quote. Simply choose the Edit->Insert Section Header menu. While simple they are also powerful in that SubTotal lines normally reset once they encounter another Subtotal line. Now, they will also reset when they encounter a Section Header line making it possible to do subtotals within the Sections. Also, the Summary Line now has the new feature to be able to display values from any Section Header line like, for example, the Monthly Recurring Amount total for all the items within a specific section. [Build: 1.04] | ||
| 11. Summary lines now have a new option to obtain their value from a Section Header line item field which make it easy to show Section Totals of monthly recurring and upfront amount on separate lines at the bottom of the section. Section Header Summary Lines can also display section totals from not just their own section that they are located in, but from any section in the quote. You can even use the TOTALING Summary Line to add up values from multiple sections and display that in a summary line. A percent discount line item can be used below a Summary Line item, but only if the Summary Line does not reference the section that the Percent discount line itself is in. [Build: 1.04] | ||
| 12. On the Opportunity Dashboard you can select a user to see the opportunities related to that user. Now, you can select a group and see all the opportunities for all the users in the selected group! While the logged in user can select a group, the logged in user will only see opportunities that they have access to see. If the Misc Access right of "CannotViewOthersDocuments" has been set for the logged in user, then no groups will appear in the list. [Build: 1.04] | ||
| 13. On the Open Document Window, the SalesRep and Prepared by search fields now have Groups as options in addition to sales rep names and <All>. When a group is selected, the logged in user will only be able to see documents that they have rights to view. [Build: 1.04] | ||
| 14. Added new Dynamic Notes memo field on the Notes tab. This field also has a new [Insert User/DateTime stamp text] button making it really easy for users to enter notes into this field that are stamped with who typed the note and the date/time the note was entered. Also the Introduction, Closing, Purchasing, and Internal Notes fields all resize with the window size now. [Build: 1.04] | ||
| 15. QuoteValet templates now have access to more data macros like &SoldToLastName, &SalesRepInlineAddress, &LineAttributeHidePrice, &LineAttributeHideQuantity, &LineAttributeGroupMember, &LineAttributeOption, &LineAttributeSelectedOption, &RecurringRevenueMonthly, &LineTypeSummaryIsTotaling, &LineTypeSummaryIsSectionHeader, and more. [Build: 1.04] | ||
| 16. For QuickBooks Online Users, in the QuickBooks Online Setup, there is now an option on the Items tab that enables all Accounts to be returned when creating a new item in QuickBooks Online instead of being limited to the accounts that are documented in the QuickBooks Online API documentation. This is recommended for advanced users in specific instances only. If the wrong account is selected, an error will be returned when attempting to create a new product in QuickBooks and the document creation will be stopped. [Build: 1.04] | ||
| 17. For Autotask users, when setting up the integration for Autotask, there is now one master Autotask API user used for the entire QuoteWerks site instead of entering a separate login for each user in QuoteWerks. The API Credentials are entered on the Contacts->Setup Contact Manager menu. Each user will still need to enter their Autotask login email address under Tools->My Preferences. This is used to default the Owner and Assigned To values in drop down lists. [Build: 1.04] | ||
| 18. For Autotask Users, when saving an Autotask Quote, the eQuote is now set to active. [Build: 1.04] | ||
| 19. For Autotask Users, there can now be 2 of the same Service Item on an Autotask Quote. Previously, there was a limit to one unique service item. Any additional Service Items will be added as Cost Items to the Autotask Quote and the user will be notified of this in QuoteWerks to avoid any errors. [Build: 1.04] | ||
| 20. Added new DocumentItems columns "RecurringRevenueMonthly", "RecurringRevenueMonthlyWithTax", "RecurringRevenueWeekly", "RecurringRevenueWeeklyWithTax", "RecurringRevenueQuarterly", "RecurringRevenueQuarterlyWithTax", "RecurringRevenueAnnual", and "RecurringRevenueAnnualWithTax". [Build: 1.04] | ||
| 21. You can now set the "Exclude Line" attribute for section header, subtotal, running subtotal, percent discount, percent charge and group header lines. [Build: 1.04] | ||
| 22. There is now a Required Items tab on the Edit Product window. From there you can select an existing item to make it a required item of the item being currently edited, or you can create a new product that will be a required item for this item. This makes it much easier to manage required for individual products. A list of all items that have required items setup can be viewed from the Products->Required Items menu. [Build: 1.04] | ||
| 23. There is now an Optional Items tab on the Edit Product window. From there you can select an existing item to make it an option of the item being currently edited, or you can create a new product that will be an option for this item. This makes it much easier to manage optional items for individual products. A list of all items that have optional items setup can be viewed from the Products->Optional Items menu. [Build: 1.04] | ||
| 24. Required Items now have the option of "Link quantity to parent item". When this is set, as the parent item quantity is changed, this required item quantity will change also respecting the relative quantity between the parent item and the required item. Manually changing the required item quantity on the quote will disconnect the link if desired. [Build: 1.04] | ||
| 25. Optional Items now have the option of "Link quantity to parent item". When this is set, as the parent item quantity is changed, this Optional Item quantity will change also respecting the relative quantity between the parent item and the Optional item. Manually changing the Optional item quantity on the quote will disconnect the link if desired. [Build: 1.04] | ||
| 26. A Required Item, Bundle Item, and Selection Container Item now have a new line type option of Running Subtotal. [Build: 1.04] | ||
| 27. Bundles can now include static items that do not have to be retrieved from a product database to be included in a bundle. There is a new "[] Retrieve from Product Database" checkbox. When un-checked, this feature is designed to be used to add Comments, Subtotal, Running Subtotal, or Heading lines into your bundles. [Build: 1.04] | ||
| 28. Added a StyleCode 30 char text field column to the Document Items tab. This is a multi-purpose field that can be used to enter codes that you can design the FPC print layout to look for, giving you more control of the print layout output. Based on the codes, different sections can be activated in the layout when certain conditions are met, changing what the output looks like. [Build: 1.04] | ||
| 29. Added a Profit Margin column to the Document Items tab of the Quote WorkBook. Also DocumentHeaders.&ProfitMargin for print layout. Also <<&DI_&ProfitMargin>> in a Word document. [Build: 1.04] | ||
| 30. On the Product Lookup window, when searching with data in the ManufacturerPartNumber, VendorPartNumber, Manufacturer, or Keyword text boxes, the text in the text boxes will be automatically cleaned before the search is started. Any encapsulating quote symbols, leading or trailing space, and any carriage return and/or line feed characters will be removed. This is very useful when copying and pasting from PDF files, excel, websites, etc. This feature is also on the Quick Lookup bar on the main quote window. [Build: 1.04] | ||
| 31. The "Make PDF read-only" option on the Save PDF File window will now default to the Tools->My Preferences "Make PDF read-only option. This "Make PDF read-only" option primarily controls making the Deliverable PDF File that is generated when you email a quote or upload it to QuoteValet a read-only PDF. [Build: 1.04] | ||
| 32. Added option "Enable double-click to bring up F2 Lookup in text boxes." under the Misc.General tab of the Tools->My preferences menu. You can uncheck this if you want the dbl-click action in a text box to do the normal action of selecting a word. [Build: 1.04] | ||
| 33. Added [Move to Top] and [Move to Bottom] buttons on the View->Customize Columns window and the Customize Product Database Columns window. [Build: 1.04] | ||
| 34. Product Lookup window enhancements. The description and Manufacturer Part Numbers fields are now the top two fields, the description search field is wider, and the ItemType is now also displayed as a search field with a drop down list. [Build: 1.04] | ||
| 35. In the Product Import Wizard mapping, pressing a letter will select the first mapping starting with the letter pressed. The list of fields in the text file to map to also have the same new behavior. Also the spotlight search has been added to both the mapping selection list and the text file field list. [Build: 1.04] | ||
| 36. When selecting a Summary Line in the quote, the details of what is being summed will be displayed in the status area. [Build: 1.04] | ||
| 37. when items are selected to be added to a bundle, now as each item is added to the bundle, you are prompted with the Edit Bundle Item window so you can choose options for each bundle Item. [Build: 1.04] | ||
| 38. On the Purchasing tab of the Purchasing window, you can now search by DocNo. [Build: 1.04] | ||
| 39. On the Ordered Items tab of the Purchasing window, you can now search by DocNo. [Build: 1.04] | ||
| 40. On the Purchase Orders tab of the Purchasing window, there is now a right click option of Print..." [Build: 1.04] | ||
| 41. For SQL users, all Memo fields in the datbase have been converted from NTEXT to nvarchar(MAX) for better performance and also because the next version of SQL will discontinue the NTEXT field type. Only SQL Server 2005 and higher support nvarchar(MAX) fields so we have discontinued support for MS SQL versions earlier than 2005. [Build: 1.04] | ||
| 42. GoldMine 2018.1 is now supported! [Build: 1.05] | ||
| 43. Formula lines, Deposit Amount can now base their calculations on the UNitCost and ExtendedCost fields. [Build: 1.05] | ||
| 44. Summary lines can now total up the ExtendedCost field, and also reference a section header ExtendedCost field. [Build: 1.05] | ||
| 45. ACT! for Web version 20 is now supported! [Build: 1.07] | ||
| 46. Added new web browser "quotewerks://updatedocument" protocol handler. This is a great way to automate QuoteWerks actions from a web browser hyperlink like updating fields in a quote with information. You can use it to update fields in the currently open QuoteWerks document, or you can instruct QuoteWerks to open a specific quote and then populate certain fields with data. Use the parameters FindByRecGUID or FindByDocNo to open a specific quote. If neither of those parameters are passed the currently open document will be updated.
Example: quotewerks://updatedocument?FindByDocNo=AAAQ1001&SoldToCompany=abccompany&CustomText01=Blue [Build: 1.08] | ||
| 47. On the Open Document window, there is now a right click menu for "Change DocStatus...". With this you can select multiple documents and change their DocStatus in a batch. [Build: 1.08] | ||
| 48. On the Open Document window, the right click menu option "Convert to Lost..." now works when multiple quotes are selected. [Build: 1.08] | ||
| 49. There is now an "Unlink Dependent Quantity" menu on the Toolbar button menu. You can use this to select a line item and unlink it from the quantity parent. [Build: 1.11] | ||
| 50. For ACT! users, when converting an existing opportunity to a closed opportunity the opportunity line items are now re-created. Also when the ACT! opportunity has been re-opened and the Quotewerks Order is re-saved, QuoteWerks will update the ACT! opportunity including all the line items. [Build: 1.11] | ||
| 51. For API Users, added new DocFunctions.DocumentAddFileLink method [Build: 1.11] | ||
| 52. Added 2 more highlight colors (Pink and Blue) for a total of 7 highlighting colors. [Build: 1.12] | ||
| 53. You can now change the labels of the Highlighting colors. For example, instead of the label "Yellow" you could rename it to "Needs Review" so that the colors have meaning to users. You can set the label names in the Settings Manager with the settings: SystemSettings\System\HighlightColor1Label
SystemSettings\System\HighlightColor2Label
SystemSettings\System\HighlightColor3Label
SystemSettings\System\HighlightColor4Label
SystemSettings\System\HighlightColor5Label
SystemSettings\System\HighlightColor6Label
SystemSettings\System\HighlightColor7Label [Build: 1.12] | ||
| 54. When selecting multiple files to add to the Links tab, there is now an [OK for All] button. [Build: 1.12] | ||
| 55. When looking up a contact under Contacts->Lookup and you click the User for [All] option, the contact lookup window will now close. [Build: 1.12] | ||
| 56. Under the Utilities->License Manager menu the QuoteValet, QuoteWerks Web, and QuickBooks Online integration subscription details are now displayed. [Build: 1.12] | ||
| 57. On the Tenant Account tab under the Tools->Options menu, there is now a [Validate Subscription] button for QuoteValet and QuoteWerks Web. [Build: 1.12] | ||
| 58. Added Misc Access rights CannotManuallyModifyFieldValue:DH_CustomText01 through CannotManuallyModifyFieldValue:DH_CustomText24, CannotManuallyModifyFieldValue:DH_CustomNumber01, CannotManuallyModifyFieldValue:DH_CustomNumber02, CannotManuallyModifyFieldValue:DH_CustomDate01, CannotManuallyModifyFieldValue:DH_CustomDate02, CannotManuallyModifyFieldValue:DH_CustomNumber01, and CannotManuallyModifyFieldValue:DH_CustomNumber02. [Build: 1.14] | ||
| 59. For QuoteValet users, on the Reporting tab of the QuoteValet dashboard the DocType is now displayed. This is useful in determining when a quote has been accepted through QuoteValet but has not been converted to an order yet. [Build: 2] | ||
| 60. For QuoteValet users, we've added the fields QuoteValetStatusCode and QuoteValetAcceptedOn fields to the DocumentHeaders table making it possible to run reports on if a quote has been accepted through QuoteValet but has not been converted to an order yet. [Build: 2] | ||
| 61. For API Users, added new method DocFunctions.RefreshLists(). When called this will refresh the CostModifier and PriceModifier drop down lists. [Build: 2] | ||
| 62. For API Users, added new method Application.QuickLookupSetProductDataSource(ByVal sProductDataSourceName As String, ByVal sEnglishOperator As String) As Integer [Build: 2] | ||
| 63. For API Users, added new method Application.QuickLookupSetSearchField(ByVal sFieldName As String) As Integer [Build: 2] | ||
| 64. For API Users, added new method Application.QuickLookupSetSearchValue(ByVal sSearchValue As String) As Integer [Build: 2] | ||
| 65. ConnectWise 2018.2 is now supported! [Build: 2.02] | ||
| 66. For ConnectWise Users, if the option is selected to write the SoldToPONumber to ConnectWise, the SoldToPONumber is now also written to the Sales Order in addition to the Opportunity. [Build: 2.02] | ||
| 67. For ConnectWise Users that subscribe to QuoteValet, if the QuoteWerks Document is linked to a ConnectWise Opportunity, when uploading a document to QuoteValet, the QuoteValet SalesRep Facing URL will be added to the Attachment tab of the ConnectWise Opportunity. This will enable sales reps to have access to the Sales Rep facing view of a QuoteValet Document from within ConnectWise. [Build: 2.02] | ||
| 68. For ConnectWise users, on the Links tab, there is now a link for the ConnectWise Sales Order. This enables you to easily navigate to the created Sales Orders in ConnectWise. [Build: 2.02] | ||
| 69. For ConnectWise users, on the Links tab, there is now a link for the ConnectWise Agreement. This enables you to easily navigate to the created Agreements in ConnectWise. [Build: 2.02] | ||
| 70. On the Item Attributes, the selections are now colorized to indicate non-standard selections making it easier to quickly see if an item is set as non-taxable or optional, etc. [Build: 2.02] | ||
| 71. On the Print window you can now multi-select the print selections for actions like [Move Up], [Move Down], [Remove], and [View]. [Build: 2.02] | ||
| 72. When the AlternateUnitPrice column's automatically calculated price is manually overridden the cell will now have a red background color. [Build: 2.02] | ||
| 73. Added options "Generate new DocName using macro when duplicating" and "Generate new DocName when creating from template" on the Documents tab of the Tools->Options menu. [Build: 2.02] | ||
| 74. You can now set the timeout value for scripts. In the Settings Manager, set SystemSettings\System\VBScriptTimeout=10 for 10 seconds. That is the default. [Build: 2.02] | ||
| 75. For API users, the Installation.OpenDB method now supports opening QuoteWerks Native Product databases to view, edit and add product records. [Build: 2.02] | ||
| 76. For API users, there is now an Installation.IsSQL property to indicate if the backend is rehosted to SQL.
[Build: 2.02] | ||
| 77. For Maximizer users, QuoteWerks now supports Maximizer CRM Live - the web version of Maximizer! The integration for Maximizer Desktop 10.0 and higher has been retained as well. With this new integration you can search for contacts, create/update sales opportunities, and upload quote attachments into Maximizer. DataLink is fully supported, along with the features to attach to the CRM record. There is a button on the SoldTo/ShipTo tab to display the contact in Maximizer CRM, and also a link on the links tab that you can click to view the Maximizer Opportunity in Maximizer CRM. Additionally, emails sent from QuoteWerks are logged in Maximizer CRM history. The Corporate Edition of QuoteWerks is required to integrate with Maximizer CRM Live. [Build: 3.01] | ||
| 78. MS CRM version 9.0 is now supported! [Build: 3.01] | ||
| 79. SalesLogix (Infor CRM) 8.4 is now supported! [Build: 3.01] | ||
| 80. SugarCRM 7.11 is now supported! [Build: 3.01] | ||
| 81. For BNG gateway customers, that use QuoteValet, we have enhanced our QuoteValet payments integration with them. QuoteValet has had an integration with the BNG Gateway through Network Merchants for many years. Now there is a "BNG/ConnectBooster - ACH and Credit Card" payment option. When this is used your customers will be able to pay with a credit card and also with ACH. Using the BNG platform, on the QuoteValet payment page, your customers will have access to their previously used payment methods to make the payment process even easier, but only if you are integrating QuoteWerks with Autotask, ConnectWise, salesforce.com, or GoldMine. All payment methods are stored in the BNG gateway's secure encrypted Customer Vault and tokenized for use (PCI Compliant). [Build: 3.01] | ||
| 82. For ConnectBooster customers, that use QuoteValet there is a "BNG/ConnectBooster - ACH and Credit Card" payment option. When this is used your customers will be able to pay with a credit card and also with ACH. On the QuoteValet payment page, your customers will have access to their previously used payment methods to make the payment process even easier, but only if you are integrating QuoteWerks with Autotask, ConnectWise, salesforce.com, or GoldMine. All payment methods are stored in the ConnectBooster secure encrypted Customer Vault and tokenized for use (PCI Compliant). [Build: 3.01] | ||
| 83. Added CustomText25, CustomText26, CustomText27, and CustomText28 fields to the Sale Info tab of the Quote WorkBook. [Build: 3.01] | ||
| 84. Under the Tools->Find Quoted Item menu there are now two options for "Search Documents" and "Search Templates". This is very useful for searching for discontinued items that are in templates, making it easy to find them and replace them. [Build: 3.01] | ||
| 85. On the Select E-mail recipients window there are now "Sold To (on document)", "Ship To (on document)",and "Bill To (on document)" options to choose from. [Build: 3.01] | ||
| 86. on QuoteWerks Purchase Order window added fields ShipToPhone and ShipToEmail. These fields are also available in the Purchase Order HTML template. [Build: 3.01] | ||
| 87. On the Site Files tab of the QuoteValet Setup window you can now upload .ico and .pdf files. The size restriction for PDF files is 300K and for all other files 150K. [Build: 3.01] | ||
| 88. On the Site Files tab of the QuoteValet Setup window pressing the DEL key will now delete a tenant site file. [Build: 3.01] | ||
| 89. On the Site Files tab of the QuoteValet Setup window you can now drag files into the list to upload those files to the tenant site. [Build: 3.01] | ||
| 90. On the Open Document window, when searching by Item, the search by text box F2Lookup will now show the list of F2Lookup items for the selected search column. [Build: 3.01] | ||
| 91. On the DataLink Mapping window, increased the width of the drop-down combo boxes that contain the field name lists. [Build: 3.01] | ||
| 92. On the DocumentItems tab, there is a new DistributorSONumber column to augment the SONumber column. This field has also been added to the POItem and FulfillmentItem tables. This is useful for tracking both the SO Number from your Distributor PO and also your internal SO Number. Any data currently in the Document Items SO Number column was moved to the DistributorSONumber column. [Build: 3.01] | ||
| 93. You can now search by the SONumber and DistributorSONumber fields on the Ordered Items of the Purchasing window. [Build: 3.01] | ||
| 94. You can now search by the SONumber field on the Purchasing tab of the Purchasing window. [Build: 3.01] | ||
| 95. There is now a PONotes memo field for a purchasing Purchse Order that you can use to provide detailed instructions about the PO to your distributor. This can be used when emailing the PO to your distributor, it cannot be used for an online order as the distributors do not support it. [Build: 3.01] | ||
| 96. On the Purchase Orders tab of the Purchasing window, double-clicking on the Purchase Order will now display the Edit Purchase Order window. [Build: 3.01] | ||
| 97. When receiving items on the Purchasing Window, the default quantity is 1. In the Settings Manager, you can set SystemSettings\Defaults\DefaultReceivedQtyToAll=-1. [Build: 3.01] | ||
| 98. In the Layout Designer, the right click menu now includes the Align, Spacing, and Sizing menus. [Build: 3.01] | ||
| 99. On the Purchase Orders tab of the Purchasing Window, added right click menu "E-Mail tracking number(s).." [Build: 3.01] | ||
| 100. There are now ExtendedShippingAmount and AlternateExtendedShippingAmount columns on the DocumentItems tab. With the addition of the ExtendedShippingAmount field we also added the option "Shipping Amount addition - Use Extended Shipping Amount" on the Installation tab of Tools->Options menu. With this option you can now total up the extended shipping amount vs the unit shipping amount. [Build: 3.01] | ||
| 101. On the Advanced tab of the Edit Product window you can now enter the ShippingUnitPrice. This value will copy into the ShippingAmount column on the Document Items tab. Also, you can use the product import wizard to import this field. [Build: 3.01] | ||
| 102. On the Documents tab of the Tools->Options menu added ShippingRate, Shipping Cost (manual) and Shipping Price (manual) defaults. [Build: 3.01] | ||
| 103. On the "Get shipping rate" window, and the "Add shipping rate item" window, the weight is now defaulted to the total weight from the quote. [Build: 3.01] | ||
| 104. The extended weight for the entire document is now displayed on the Shipping Amount window.
[Build: 3.01] | ||
| 105. On Open Document window added [Documents Prepared by Me] shortcuts button. [Build: 3.01] | ||
| 106. Added [Copy settings from QuoteWerks Desktop] button to the QuoteWerks Web subtab of the Email.Sending tab of Tools->My Preferences. [Build: 3.01] | ||
| 107. On The File Links tab the right click menu of "Merge Word Document" now only appears if you are pressing the SHIFT key when right clicking.
[Build: 3.01] | ||
| 108. When the Database Maintenance Reminder window appears there is now a button to [Open Medic Utility Now] so you can run maintenance. [Build: 3.01] | ||
| 109. On the Personal tab of the Tools->My Preferences menu added CustomText01 and CustomText02 fields. These are also available as &SalesRepCustomText01, &SalesRepCustomText02, &LoggedInUserCustomText01, &LoggedInUserCustomText02, &PreparedByCustomText01, and &PreparedByCustomText02 macros. [Build: 3.01] | ||
| 110. For QuickBooks Desktop users, in the QuickBooks Link setup, the macro "&DI_Manufacturer" is now available when using QuoteWerks Macros to generate the QuickBooks Item Name. This will enable QuoteWerks users to map to QuickBooks Item Names like "&DI_Manufacturer:&DI_ManufacturerPartNumber". [Build: 3.01] | ||
| 111. On the Add shipping rate item window, you can now save selections of packaging, weight, length, width, and height as options in a drop down list. To add a new selection, just enter in the information and click on the [Create package template]. You can delete a template by pressing the DEL key while on a selected template in the drop down. The template is created using the data in the current fields. If you leave the weight blank when saving the template, the weight box will not be changed when you select the template for use. [Build: 3.01] | ||
| 112. You can select select multiple line items that are not contiguous and drag drop them to a new location. [Build: 3.02] | ||
| 113. For ConnectWise users, when QuoteWerks completes the ConnectWise Opportunity, if options were selected to create a sales order, the ConnectWise SO Number will be saved into any QuoteWerks line items that were added to the ConnectWise Sales Order. This SONumber column in QuoteWerks can be searched on the QuoteWerks Open Document window and also on the QuoteWerks Purchasing window. [Build: 3.04] | ||
| 114. For Product Content Subscribers, the FontFamily for the Etilize Product Comparison and Etilize Product Spec Sheets can be controlled via the System Setting, Etilize, HTMLFontFamily. This will enable the output from QuoteWerks to have a unified font. [Build: 3.04] | ||
| 115. For salesforce.com users, the contact search now supports Related Contacts. [Build: 3.07] | ||
| 116. For Autotask users, Autotask Purchase orders created by QuoteWerks will now include the VendorPartNumber. [Build: 3.07] | ||
| 117. On the print selections list of the Print window, when a print selection is selected, you can press the 'R' key to remove it. [Build: 3.07] | ||
| 118. On the Groups tab of the User Maintenance window, there is now a "Show Inactive Users" checkbox. [Build: 3.10] | ||
| 119. On the Select E-mail recipients window there is now a "Document" option. This consolidates previous separate options of "QuoteWerks users (on document)", "QuoteWerks Vendors (on document), "Sold To (on document)", "Ship To (on document)", and "Bill To (on document)", and adds Sales Rep and Prepared By email addresses to this new Document option. You no longer have to switch between lists to gather all the email addresses you need. Also double clicking on an email address now will just add that email address into the list of selected email addresses, it will not close the Select Email Address window unless you also hold down the CTRL key. [Build: 3.10] | ||
| 120. Maximizer CRM Live version 16.1 is now supported! [Build: 3.14] | ||
| 121. When uploading a QuoteValet Shopping Cart Order Form, you can now choose which user will receive notifications when an order is placed. [Build: 3.16] | ||
| 122. When importing a QuoteValet Shopping Cart Order, you can now choose which SalesRep you want to assign the new order to. [Build: 3.16] | ||
| 123. The Amazon consumer pricing feature is now available again in the Product Content Subscription! We are now using an official Amazon API for this resulting in significant speed increases and continued support for this functionality. [Build: 3.17] | ||
| 124. For QuoteValet users, even when there are no Payment Gateway Accounts setup the [Make Payment by Proxy] button will be available. This enables you to record customer payments towards this document manually like when you receive a check from the customer or take their credit card information over the phone. [Build: 3.17] | ||
| 125. For QuoteValet users, on the Payment Process tab of the QuoteValet Setup window, there is now a Gateway Status column that indicates Enabled/Disabled. [Build: 3.17] | ||
| 126. ConnectWise 2018.3 is now supported! [Build: 3.01] | ||
| 127. Autotask now requires TLS 1.2. .NET Framework 4.5 or higher is now required to use the Autotask integration with QuoteWerks. [Build: 3.20] | ||
| 128. ConnectWise 2018.4 is now supported! [Build: 4] | ||
| 129. SugarCRM: 8.0 is now supported! [Build: 4] | ||
| 130. Reckon Accounts 2017 Desktop now supported! [Build: 4] | ||
| 131. For GreatAmerica Financial Services customers that quote leasing as a payment option in QuoteWerks, you can now submit a new credit application to GreatAmerica and check on the status of the application from within QuoteWerks. When you check on the status of the application, if the quote amount has increased above the last requested credit application amount, you will be prompted to resubmit and update the credit application. [Build: 4] | ||
| 132. For Ingram Micro Lease-It! customers that quote leasing as a payment option in QuoteWerks, you can now submit a new credit application and check on the status of the application from within QuoteWerks. When you check on the status of the application, if the quote amount has increased above the last requested credit application amount, you will be prompted to resubmit and update the credit application. [Build: 4] | ||
| 133. Improved payment options. On the Sale Info tab you can now select from the payment types of Credit Card, Check, eCheckACH, WireTransfer, CustomPaymentType1, and CustomPaymentType2. You can customize the display text for each of those payment options. You can specify that a % or fixed amount surcharge or discount be applied to the quote when that particular payment option is selected. Useful, for example, in charging the customer a 3% surcharge if they pay by credit card, or a 3% discount if pay by check, or a $15 fee if pay by wire transfer. There is also an option to automatically disable a payment method, for example, credit card when the quote total is over, for example, $3000. You can set defaults for each payment type such as if you will charge a surcharge, what amount, is it taxable, etc. When a quote is accepted, your customer will see only the payment options that you have to present to the customer for this quote. You can set defaults so that all new quotes start with default payment options, and then you can change the payment options to be unique for each quote based on your needs. When you use QuoteValet and have payment processing enabled, when you request a payment, you can specify which payment types you will accept for that payment, like only check, or credit card and check, etc. [Build: 4] | ||
| 134. For QuoteValet users, QuoteValet now supports Electronic Check (ACH) payment in addition to accepting credit card payment. Your customers can now pay you by entering their check information into the QuoteValet payment page instead of charging the payment to their credit card. Since accepting credit card payments costs you between 2% and 3% of the total charge in fees, using this new Electronic Check (ACH) payment method will reduce your costs when accepting payments for deposits, progress payments, and final payments. [Build: 4] | ||
| 135. The Paste Special wizard now has a new option for "Apply Required Items (if any) for items being pasted". [Build: 4] | ||
| 136. For Required and Optional Items, you can now specify that an item only has Required or Optional Items if the item was from a specific database. This enables you to specify that if the parent item comes from product database A, it will have different required items than if it comes from product databases B. [Build: 4] | ||
| 137. There is now a Category column on the Document Items tab. When adding a product to the quote, this column will be populated with the data from the Category field in the product database. [Build: 4] | ||
| 138. For QuickBooks users, added "Sync Received Payments to QuickBooks" option on Transactions.QuickBooks tab of the QuickBooks Desktop setup window. This is useful for QuoteValet users that have payment processing enabled and that use QuickBooks Merchant Services in conjunction with the QuoteValet payment processing. Since QuickBooks Merchant Services already creates a PaymentReceipt in QuickBooks, unchecking this option will prevent duplicate PaymentReceipt entries. [Build: 4] | ||
| 139. There is a new QuoteWerks Commands feature to pass %AllUsers% instead of a specific user name. This enables you to SET,GET, or DELETE a setting from all users in a single command! Examples:
SET:UserSettings:UserConfig:%AllUsers%:AutoRetrieveTechDataSAPQuotesOnLoad=0
GET:UserSettings:UserConfig:%AllUsers%:AutoRetrieveTechDataSAPQuotesOnLoad
DELETE:UserSettings:UserConfig:%AllUsers%:AutoRetrieveTechDataSAPQuotesOnLoad [Build: 4] | ||
| 140. When using Paste Special to paste from Excel by copying the data into the clipboard and individual Excel cells had line breaks in it, the line breaks will be carried over into QuoteWerks. Also if bullets were in the excel multi-line cell, the bullet character will be carried over into QuoteWerks. [Build: 4] | ||
| 141. Paste Special was improved to better handle data that is not CSV standards compliant. [Build: 4] | ||
| 142. On a selected payment option, you can now press the DEL key in addition to clicking on the [Remove] button. [Build: 4] | ||
| 143. There is now a UserSetting to not auto-retrieve the Tech Data SAP quotes. In the Settings Manager, you can set UserSettings\UserConfig\AutoRetrieveTechDataSAPQuotesOnLoad=0 [Build: 4] | ||
| 144. Re-organized the Contacts->DDE Center menu feature. It is now named Contacts->Macro Tester. The Macro tester now has two tabs a "CRM DataLink Macro Tester" and a new "QuoteWerks Macro Tester" tab. The new "QuoteWerks Macro Tester" tab enables you to see a list of all the supported QuoteWerks macros and retrieve their values. [Build: 4] | ||
| 145. Added new Macro value &App_LoggedInUserHasMasterRights. This returns 1 if true and 0 if false. [Build: 4] | ||
| 146. On the Site Files tab of the QuoteValet Setup window you can select multiple files to upload at the same time. [Build: 4] | ||
| 147. On the Site Files tab of the QuoteValet Setup window you can select multiple files to download at the same time. [Build: 4] | ||
| 148. On the Site Files tab of the QuoteValet Setup window you can select multiple site files to delete at the same time. [Build: 4] | ||
| 149. For API users, there is now a DocumentItems.DocumentLevelLineItemUniqueID field. This line item field has an id that is unique to the document for this line item. To locate a specific line item in the database you need to do a query like, for example, "SELECT * FROM DocumentItems WHERE DocID=99 AND DocumentLevelLineItemUniqueID='08C7C3E23C014B85819F52A0B93C315E'".
[Build: 4] | ||
| 150. On Product Lookup window, for ManufacturerPartNumber search, added new "Contains" search option. [Build: 4.06] | ||
| 151. For QuoteValet users, if a quote has been accepted and no payment gateways are configured, when you open the quote, it will not check for updates from QuoteValet. This will speed up the time it takes to open a quote. Similarly, when opening an order from the accepted quote it will not check for updates from QuoteValet. Also if a quote has been accepted and there are payment gateways configured but all the payments have been received for the quote or order, it will not check for updates from QuoteValet. Clicking on the QuoteValet tab will always check for updates from QuoteValet. [Build: 4.06] | ||
| 152. Ingram Micro New Zealand real-time Pricing & Availability is now supported! [Build: 4.06] | ||
| 153. Added new Edit->Copy Cell Text menu. When the cursor is in a cell in the Document Items grid, selecting this menu will copy the entire contents of the cell into the Clipboard. [Build: 4.06] | ||
| 154. For ConnectWise users, TLS 1.2 and TLS 1.1 communication protocols were enabled for communicating with the ConnectWise API. This is useful for self-hosted ConnectWise installations that have disabled TLS 1.0 on their server for enhanced security. [Build: 4.06] | ||
| 155. On the Open Document window there are now 3 "Other" fields that you can use to search. You can choose which ever 3 document level fields you would like to search. They can be text, number, date, or logic fields and you can do advanced searches like Contains, Greater than or equal, etc. It also remembers, per user, the last fields you searched on and defaults them for next time. [Build: 4.08] | ||
| 156. Goldmine 2018.2 is now supported! [Build: 4.09] | ||
| 157. When cloning an FPC layout file, the default file name for the newly cloned layout will now be the file name from the FPC file being copied with a numeric sequence like "_01" appended to it. If the FPC file name being cloned is the non descriptive name like "layou01.fpc", the default FPC file name for the clone will be the name like "Quote (Standard)" with the spaces removed. There is also an "Auto generate from Name" option that will generate the file name based on what you type in the Name. All these changes also apply to Creating a new layout. [Build: 4.09] | ||
| 158. Added new Misc Access Right "CannotManuallyModifyFieldValue:DI_ManufacturerPartNumber". When this is assigned to a user, the user will not be able to type free text into the ManufacturerPartNumber cell on the DocumentItems tab, but they can choose from the drop down list in that cell. [Build: 4.09] | ||
| 159. Microsoft SQL Server 2017 is now supported! [Build: 1.11] | ||
| 160. Maximizer CRM Live version 16.2 is now supported! [Build: 5] | ||
| 161. For ConnectWise Users, when using the QuoteWerks DashBoard Notification to create a new QuoteWerks Quote from a ConnectWise Opportunity, the recurring Billing Cycle of Recurring products on the ConnectWise Opportunity are now used to create recurring items on the QuoteWerks document. [Build: 5] | ||
| 162. On the Refresh Item Details window the Category field is now available. [Build: 5] | ||
| 163. Price History window enhancements. Added new DocDate field in addition to Last Modified and both columns are sortable now. Cost and Cust Pricing columns are also sortable now. This window has different features depending upon how it was launched. It can be launched from Tools->Find Quoted Item, Tools->Show Customer Product Price History, Tools->Show Product Price History, and also from Add Item Assistant "Price history for customer" and "Price history for Item". A Find button was added that appears when using this window from the Tools->Find Quoted Item menu so you can run another search from this window. You can now select multiple documents to open at the same time. [Build: 5] | ||
| 164. Added CustomText16, CustomText17, CustomText18, CustomText19, and CustomText20 fields to the Custom tab of the Edit Product window. [Build: 5] | ||
| 165. Added macro field %InstallPath% that can be used in paths specified in the siteboot.ini file like under the [Addons] section, or when launching an external application from a custom menu. [Build: 5] | ||
| 166. For Maximizer CRM users, Maximizer CRM On-Premise is now supported! [Build: 5] | ||
| 167. For Maximizer CRM Live users, UK data center accounts are now supported! [Build: 5] | ||
| 168. On the Open Document window the Header Field search has been expanded. Now, the value text box is now a drop down list showing all the unique values for this field in the database! [Build: 5] | ||
| 169. On the Open Document window the Item Field search has been expanded. You can now search on any DocumentItem field in the database, The search fields can be text, number, or date, fields and you can do advanced searches like Contains, Greater than or equal, etc. You can also use the "Search Query" operator to do advanced search like '"good deal" -dell', searching for phrases and also excluding phrases. It also remembers, per user, the last fields you searched on and defaults them for next time. Additionally the value text box is now a drop down list showing all the unique values for this field in the database! [Build: 5] | ||
| 170. The Tools->Find Quoted Item has been expanded. You can now search on any DocumentItem field in the database, The search fields can be text, number, or date fields and you can do advanced searches like Contains, Greater than or equal, etc. You can also use the "Search Query" operator to do advanced search like '"good deal" -dell', searching for phrases and also excluding phrases. It also remembers, per user, the last field and operator you searched on and defaults them for the next time. Additionally the value text box is now a drop down list showing all the unique values for this field in the database! [Build: 5] | ||
| 171. On the Utilities->Vendor Maintenance window you can now search for vendors based on the Name or Notes or a combination of them. It supports Begins With, Contains, Search Query and more search types. Really useful for searching for a vendor based on a word or words in the notes of the vendor entry. [Build: 5.01] | ||
| 172. For QuickBooks Desktop users, on the QuickBooks setup window under the QuickBooks (more) tab, added new options: Invoice Default 'Print Later', Invoice Default 'Email Later', Sales Order Default 'Print Later', Sales Order Default 'Email Later', Estimate Default 'Print Later', Estimate Default 'Email Later',
Purchase Order Default 'Print Later', and Purchase Order Default 'Email Later'. [Build: 5.01] | ||
| 173. For Maximizer CRM users, doing a large Lookup contact search is over 380% faster.
[Build: 5.02] | ||
| 174. Sage 50 Accounting 2019 US Edition (Peachtree) is now supported! [Build: 5.04] | ||
| 175. QuickBooks Desktop 2019 USA is now supported! [Build: 5.07] | ||
| 176. SugarCRM 8.1 is now supported! [Build: 5.07] | ||
| 177. ConnectWise 2018.5 is now supported! [Build: 6.06] | ||
| 178. For ConnectWise Manage users, when creating or updating a ConnectWise Opportunity, the Ship To and Bill To contact information from the QuoteWerks Document will now be added to the Opportunity. The Contacts must be retrieved from ConnectWise. Manual address changes made in QuoteWerks will not be reflected in the ConnectWise Opportunity. ConnectWise Manage 2018.4 or higher is required for this feature. [Build: 6.06] | ||
| 179. For QuoteValet users, when an uploaded quote has a Deposit Required set, the payment options area will now show payment options for the Deposit Required Amount instead of the full Quote total amount. This was published on September 4, 2018. [Build: 6.06] | ||
| 180. For Product Content Subscribers using the Amazon consumer pricing feature, an Amazon Prime logo will appear next to the Amazon part number on the Etilize Panel when the item is Prime Eligible. If the item is not prime eligible, no icon will appear. [Build: 6.06] | ||
| 181. For QuickBooks Online users, payments received by QuoteValet can be imported as Customer Payments in QuickBooks Online and automatically applied to the customer that made the payment and also the applicable QuickBooks Invoice (if QuoteWerks created the Invoice in QuickBooks Online for the QuoteValet document). The QuoteValet payment methods can be mapped to different payment methods and deposit accounts in QuickBooks Online. [Build: 6.06] | ||
| 182. For QuickBooks Online Users, added support for TLS 1.2 and TLS 1.1 communication protocols used for communicating with the QuickBooks Online API to prepare for QuickBooks online upcoming changes. TLS 1.2 requires .NET Framework 4.5 or higher. [Build: 6.06] | ||
| 183. For QuickBooks Online users, added "Sync Received Payments to QuickBooks" option on Transactions.QuickBooks tab of the QuickBooks Online setup window. This is useful for QuoteValet users that have payment processing enabled and that use QuickBooks Merchant Services in conjunction with the QuoteValet payment processing. Since QuickBooks Merchant Services already creates a PaymentReceipt in QuickBooks, unchecking this option will prevent duplicate PaymentReceipt entries. [Build: 6.06] | ||
| 184. For ConnectWise Manage users, Inactive Members (users) will no longer be listed in QuoteWerks integration user lists. ConnectWise Manage 2018.1 or higher is required for this change. [Build: 6.06] | ||
| 185. For ConnectWise Manage users, when writing products to an opportunity, for recurring items, if the option is set to "Include First Payment in Document Total" for the line item, the Base Cost and Price and the Recurring Cost and Price will be set in the opportunity line item. If the option to "Include First Payment in Document Total" IS NOT SET for the line item, the Base Cost and Price will be set to $0.00 and the Recurring Cost and Price will be set in the opportunity line item. This is available for ConnectWise Manage 2018.4 and higher. [Build: 6.06] | ||
| 186. When there is recurring revenue like monthly recurring revenue in the quote and you have quoted a lease payment option, when you create the lease option if the "Add monthly recurring to lease payment" is not checked, then the text " [plus $99.99 monthly not included in payment]" will be appended to the lease payment display option when presented to the customer. [Build: 6.06] | ||
| 187. When creating or editing an F2Lookup value for DocumentHeader or DocumentItem fields, it will now check to make sure the value you enter is not longer than the underlying field size. [Build: 6.06] | ||
| 188. For QuoteValet users, support for payment gateway Converge (previously MyVirtualMerchant) has been added. [Build: 6.06] | ||
| 189. When emailing a management report and selecting an email address, the default list will be "Manual Recipient List" instead of "Document". This change is to limit the user from accidentally emailing a customer a management report.
[Build: 6.06] | ||
| Misc Features - Version 5.3 | ||
| 1. The QuoteWerks Web Connector has been removed from the installer options. You can still run it by manually setting up a shortcut to run it during Windows startup. The Web Connector app is located at C:\Program Files\Common Files\QuoteWerks\QWWebConnector.exe [Build: 1.04] | ||
| 2. 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. [Build: 1.04] | ||
| 3. When selecting single line item on the Document Items tab that has a negative profit amount, the Profit Margin value on the Totals for selected items will show the profit margin instead of 0%. [Build: 1.04] | ||
| 4. 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. [Build: 1.04] | ||
| 5. For Autotask Users, the QuoteWerks Autotask Integrator ID is now supplied to Autotask when QuoteWerks communicates with Autotask. [Build: 1.04] | ||
| 6. For ConnectWise Users, added additional debug information to error messages from ConnectWise regarding inactive items. [Build: 1.04] | ||
| 7. Re-ordered the field tabbing order on all the online ordering windows.
[Build: 1.04] | ||
| 8. For SYNNEX users, updated for change in SYNNEX warehouse location from "Olive Branch, MS" to "Southhaven, MS". [Build: 1.05] | ||
| 9. 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. [Build: 1.14] | ||
| 10. Could receive error "an error occurred when attempting to clone the report configuration file". If this error was related to a maximum number of reports, it will onw report "You have reached the maximum of report configration files named report01.rcf through report99.rcf. Please rename some of these files to a more unique name, or delete some reports that are no longer used." [Build: 2.02] | ||
| 11. The v5.3 build 1 release changed lots of constraints on fields and for some older installations would receive many messages about "Could not drop constraint". Those messages are now silenced. [Build: 2.02] | ||
| 12. Activated beta testing support for InforCRM 8.4 [Build: 2.02] | ||
| 13. When selecting a field to map in the Paste Special Wizard the customized label for Custom fields will be displayed. [Build: 2.02] | ||
| 14. Increased the State and Postal Code text field width on the Person tab of the User Preferences menu. Also on the Edit Vendor window.
[Build: 2.02] | ||
| 15. When performing a version update, a Database performance test will now be run before database changes are attempted. If the test fails, then the database update will be aborted, giving the user time to correct the performance issue and then try the update again later when it can fully and correctly be completed. [Build: 3.01] | ||
| 16. On convert to Order window, renamed "superseded revisions" to "previous revisions" [Build: 3.01] | ||
| 17. The "Check for in-use documents" option on the Installation tab of the Tools->Options menu now defaults to checked. [Build: 3.01] | ||
| 18. The "Quotes, Orders, and Invoices use different number sequences" option on the Installation tab of the Tools->Options menu now defaults to not checked.
[Build: 3.01] | ||
| 19. The registration grace period when entering new license keys has been changed back to 30 days. [Build: 3.16] | ||
| 20. For D&H users, added support for new D&H warehouse of 'Atlanta'. [Build: 3.18] | ||
| 21. .NET framework 4.0 used by many of our integrations does not have TLS 1.2 support enabled by default. Now, nsetup will update the Windows Registry to enable TLS 1.2 support. [Build: 3.18] | ||
| 22. If you are updating an existing installation of QuoteWerks that is older than version 5.0, you will now receive a message alerting you that you need to first update to v5.1 build 6.07 before updating to the current version of QuoteWerks. [Build: 4] | ||
| 23. For Ingram Micro Online Orders we are now saving more debugging information including the OrderDetail Request. [Build: 4] | ||
| 24. Increased timeouts when rehosting product databases to SQL for Amazon RDS and Azure. [Build: 4] | ||
| 25. For salesforce.com users, the salesforce.com integration was ported to .net so same code base can be used with QuoteWerks Web. [Build: 4] | ||
| 26. For QuickBooks Online users, if an error is returned from QuickBooks Online, more information is now returned. [Build: 4] | ||
| 27. On the Utilities->License Manager window the status of the subscription licensing has been improved. Also added a [Validate Subscription] button for QuoteWerks DB Hosting on the Tenant Account tab of Tools->Options. [Build: 4] | ||
| 28. 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.
[Build: 4] | ||
| 29. For QuoteValet users, if a Deposit Amount is set and Payment Processing is enabled, you will be reminded and required to have at least one payment option for the document. [Build: 4.08] | ||
| 30. On the Open Document window the 3 "Other" fields have now been renamed to "Search Header" and a checkbox now controls if that field is searched. [Build: 5] | ||
| 31. Activated beta testing support for QuickBooks 2019 [Build: 5.01] | ||
| 32. Activated beta testing support for Sage 50 Accounting 2019 (Peachtree) [Build: 5.01] | ||
| 33. Activated beta testing support for SugarCRM 8.1 [Build: 5.02] | ||
| 34. For Maximizer CRM users, the default Lookup field was changed to Company Name.
[Build: 5.02] | ||
| 35. For SYNNEX online ordering users, the maximum online order line item count has been increased from 20 to 50. [Build: 5.03] | ||
| 36. For QuickBooks users, when exporting a PO to QuickBooks and using the option to assign the PO number based on the next available QuickBooks PO number and the QuickBooks PO creation fails, the QuoteWerks line item PONumber field will now be populated with "{POExportError}" [Build: 5.03] | ||
| 37. Unexpected Error trap re-instated [Build: 5.03] | ||
| 38. For Maximizer CRM users, attachment status messages will now show if attachments were added to an opportunity. [Build: 5.07] | ||
| 39. 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. [Build: 6.06] | ||
| 40. On the Logged in Users window, there is now a column for "Desktop License" [Build: 6.06] | ||
| 41. Issue when on a laptop and switching between WIFI networks, a new ip address would be assigned and would cause the license to be revoked. [Build: 6.06] | ||
| 42. When exiting QuoteWerks or when clicking on the Refresh button on the logged in users window, abandoned instances are now deleted after 18 minutes and now also will release the license from the LicenseMetering table if the RunningInstance record no longer exists. [Build: 6.06] | ||
| 43. 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 [Build: 6.06] | ||
| 44. For Ingram Micro customers in Belgium, increased TransactionClassifier to 2.0 in P&A calls.
[Build: 6.06] | ||
| 45. For SugarCRM users, versions 5.1, 5.2, 5.5, 6.0, 6.1, 6.2, 6.3, and 6.4 are no longer supported. SugarCRM does not support these versions. [Build: 4] | ||
| Fixes - Version 5.3 | ||
| 1. Required Items can now include static items that do not have to be retrieved from a product database to be included in a list of Required Items. There is a new "[] Retrieve from Product Database" checkbox. When un-checked, this feature is designed to be used to add Comments, Subtotal, Running Subtotal, or Heading lines as required items. [Build: 1.04] | ||
| 2. For Autotask Users, the Autotask User list including Assign Tos and Owners would include all Autotask User types including API users. API users are no longer returned. [Build: 1.04] | ||
| 3. If a summary line was in group, when the quote was first opened the summary line would be 0.00, but once a numeric change was made to the quote would recalculate correctly. [Build: 1.04] | ||
| 4. For QuickBooks Desktop users, when receiving items from QuoteWerks, would sometimes receive error message "Creation of ItemReceipt record in QuickBooks for Vendor 'XXXX' failed. QuickBooks is reporting that this PO Item is already fully received! This can occur if you have already received the item against the QuickBooks PO from within the QuickBooks application itself." [Build: 1.04] | ||
| 5. For ConnectWise Users, when creating a ConnectWise Purchase Order, there was an issue with ConnectWise Warehouses that contained a comma. [Build: 1.04] | ||
| 6. For ConnectWise Users, when receiving PO Items in ConnectWise that are serialized with a Quantity greater than 1, an error would be returned "Serial number count must equal the UOM conversion quantity" and the item would not be received in ConnectWise. [Build: 1.04] | ||
| 7. On the File Links tab of the Quote WorkBook, the list of templates in the New button drop down would in rare circumstances not be sorted by name. [Build: 1.04] | ||
| 8. For ConnectWise users, when creating products in ConnectWise, an error would be occur if the QuoteWerks field mapped to the ConnectWise Product Identifier contained a Carriage Return (Cr). [Build: 1.04] | ||
| 9. For GoldMine users, when converting a quote to an order, a QuoteWerksDocument Detail record was getting created even if the original quote did not have a QuoteWerksDocument Detail record. [Build: 1.04] | ||
| 10. When setting the background color of a section in a print layout and the section contained a memo field that grew in size expanding the section, the background color would only be applied to the original size of the section. [Build: 1.04] | ||
| 11. When duplicating a document and choosing the "Remove Line Item SONumber, PONumber, OrderDate, and TicketNumber" option, the TicketNumber was not being removed. [Build: 1.04] | ||
| 12. For MS CRM users, sometime would receive error about "Unmatched organization". [Build: 1.04] | ||
| 13. For QuickBooks Online users, the list of tax rates was not being populated for some users of the international version of QuickBooks Online. [Build: 1.04] | ||
| 14. If the QuoteWerks\Resources\Templates folder was empty, QuoteWerks would freeze when loading a new or existing quote. [Build: 1.04] | ||
| 15. For Etilize users, when adding an Etilize item to the quote, and Etilize did not have an image for the item, a message box would be displayed with an error. Etilize made a server-side change that caused this error to be displayed. [Build: 1.04] | ||
| 16. When duplicating a document that contained QuoteValet videos, the videos were not in the duplicated document. [Build: 1.04] | ||
| 17. 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. [Build: 1.04] | ||
| 18. 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). [Build: 1.04] | ||
| 19. For API users, when using DocFunctions.SetDocumentHeaderValue with "ShippingCost" or "ShippingAmount" the document would not recalculate automatically so you needed to run DocFunctions.DocumentRecalculate. [Build: 1.04] | ||
| 20. In the layout designer, the date/time formatting options for date fields that contained time information was not being obeyed. [Build: 1.05] | ||
| 21. When editing a product, on the Optional Items tab, and adding an item, would receive error "SQL Execute Error in SQLConnExecuteWithRecordsetReturn() QuoteWerks trapped Error (-2147217900) Invalid column name 'PartNumber'." [Build: 1.05] | ||
| 22. For ConnectWise Users using ConnectWise version 2018.1 and higher, ConnectWise fixed the issue with Custom Fields on a ConnectWise Opportunity and the ConnectWise REST API. With this ConnectWise fix in place, QuoteWerks will now update the Custom Fields on a ConnectWise Opportunity meaning they will no longer be reverted back to default when QuoteWerks updates the Opportunity. [Build: 1.05] | ||
| 23. 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. [Build: 1.06] | ||
| 24. On the Purchasing tab of the Purchasing window, clicking on the Quantity, UnitCost or ExtendedCost column now sorts correctly. [Build: 1.06] | ||
| 25. The Medic Utility version was still version 5.1. [Build: 1.06] | ||
| 26. For QuickBooks Desktop users, when loading the QuickBooks Desktop setup window would receive error "Invalid property value" [Build: 1.06] | ||
| 27. For ConnectWise Users using ConnectWise version 2018.1 and higher, when updating a ConnectWise opportunity could receive the error "value is not a possible response" when there are custom fields on the ConnectWise Opportunity. Custom Fields on a ConnectWise Opportunity can not be written as a blank value using the ConnectWise 2018.1 Rest API. QuoteWerks will ignore Custom fields on the Opportunity that are blank or not set. [Build: 1.06] | ||
| 28. For fresh installations of version 5.3 when saving would receive error "SQL Execute Error in SQLConnExecuteEx() QuoteWerks trapped Error (0) No value given for one or more required parameters." [Build: 1.07] | ||
| 29. On the Purchasing window, when clicking on the Etilize button would receive error "Run-time error '450': Wrong number of arguments or invalid property assignment" [Build: 1.08] | ||
| 30. For Professional Edition users, synchronizing documents from the master to remotes, when a document was deleted from the master it was not synchronizing the deletion down to the remote. [Build: 1.11] | ||
| 31. When synchronizing documents from remote installations, if a quote was converted to an order with the option to not preserve the quote, both the quote and the order would end up becoming separate documents during the synchronization process. [Build: 1.12] | ||
| 32. The entries in the synchronization log would always indicate that the document was being synched from the Master to the Remote and never from the Remote to the Master. [Build: 1.12] | ||
| 33. 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. [Build: 1.14] | ||
| 34. For QuickBooks Desktop users, when loading the setup screen would receive error 380. [Build: 1.14] | ||
| 35. For Ingram Micro online ordering users, Would receive error "OrderResponse:This order contains item(s) where the End User details are required by the Vendor. Please complete the details on the 'End User' tab and resubmit the order." when they had been completed. [Build: 1.14] | ||
| 36. In the Paste Special Wizard would receive error "Invalid column reference! Paste Special mapping references a mapping of 'X' for the field 'X', but there are only '0' column(s) of data in row X of post scope data" when the StartRow specified was higher than the total number of rows to be imported. [Build: 1.14] | ||
| 37. For Dell Premier Partners, the ShipToEmail Address is now a required field when placing an online order with Dell. [Build: 1.14] | ||
| 38. When converting a quote to an order and the option "Preserve Quote when converting to Order or Invoice" was not set, the RecGUID for the document is no longer changed. [Build: 1.14] | ||
| 39. In the layout designer if you applied the word wrapping attribute and variable number of lines attribute was set, the border and background color settings would be ignored. [Build: 1.14] | ||
| 40. For ConnectWise Manage users, ConnectWise Development modified how Procurement Products (items on a ConnectWise Opportunity) are returned via their API in 2018.1. An error relating to "Start and End Dates" could be returned when QuoteWerks added non-recurring products to a Group/Bundle on a ConnectWise Opportunity. [Build: 2] | ||
| 41. for ConnectWise users, when creating a new Opportunity in ConnectWise, the user setting defaults for "UserSettings\UserConfig\ForecastCloseDate" and "UserSettings\UserConfig\ForecastProbability" were not respected. [Build: 2] | ||
| 42. For QuickBooks Online users in Australia, if the "AllowShipping" option within QuickBooks Online was enabled, QuoteWerks was not setting the applicable tax code for the shipping item on Estimates, Sales Receipts, or Invoices. QuickBooks Online in Australia is the only QuickBooks Online Region that has a tax code setting for Shipping. [Build: 2] | ||
| 43. For QuickBooks Online users, only the first 100 Accounts would be returned from QuickBooks Online in QuoteWerks. [Build: 2] | ||
| 44. For QuickBooks Online Users, when using QuickBooks Online as a Product Source in QuoteWerks, only the first 1000 products would be available. [Build: 2.02] | ||
| 45. On the Opportunities Dashboard, if manually entering a custom date that is an invalid date and then clicking on the [Refresh] button, would receive error "Type 13 Data Mismatch". Also on the Payments tab QuoteValet dashboard. [Build: 2.02] | ||
| 46. For ConnectWise users, including Shipping in a document and sending shipping to a service ticket, and converting a quote to an order would cause error "Error in CreateOrUpdateConnectWiseSalesOpportunity()! Error (9) Subscript out of range" [Build: 2.02] | ||
| 47. 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. [Build: 2.02] | ||
| 48. For GoldMine users, when converting a quote to an order, the existing GoldMine forecast sale (if any) was not being completed in GoldMine. [Build: 2.02] | ||
| 49. For QuickBooks Desktop users, a checkbox "Subitem of" was incorrectly appearing on the Create QuickBooks Item window. [Build: 2.02] | ||
| 50. When the macro &DH_ProjectNo was used for DocName generation it will being replaced with an empty string. [Build: 2.02] | ||
| 51. For SYNNEX Canada users, when obtaining real-time Pricing & Availiability on the SYNNEX Online Ordering window would receive error "Client.VersionValidation" error. [Build: 2.02] | ||
| 52. 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. [Build: 2.02] | ||
| 53. On the Templates tab of the QuoteValet Setup window, the Template HTML text box can now handle more than 65,535 characters. [Build: 3.01] | ||
| 54. Problem using macros &RecurringRevenueWeeklySubtotalWithTax, &RecurringRevenueMonthlySubtotalWithTax, &RecurringRevenueQuarterlySubtotalWithTax, and &RecurringRevenueAnnualSubtotalWithTax. They would be replaced with their non tax amount with the phrase "WithTax" appeneded to it. [Build: 3.01] | ||
| 55. The UnitWeight and ShippingAmount columns on the Document Items tab for a GroupHeader, SubTotal, Running SubTotal, Percent Discount, and Percent Charge lines are automatically calculated but would allow changes. [Build: 3.01] | ||
| 56. When using the double-click on a FPC layout or Word document on the Primary or Additional tab of the Print Document window it was not taking into account the different behavior required when a Purchase Order layout was selected. [Build: 3.01] | ||
| 57. The field name 'IntroductionNotes' was not found in QuoteSheetUI_ControlsSetNotesTabFieldEditingStatus! [Build: 3.01] | ||
| 58. The field name 'ClosingNotes' was not found in QuoteSheetUI_ControlsSetNotesTabFieldEditingStatus! [Build: 3.01] | ||
| 59. 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. [Build: 3.01] | ||
| 60. For ConnectWise Users, the ConnectWise 2018.x REST API now requires a Business Unit to be specified when creating a ConnectWise PO. This was not supplied previously to ConnectWise as it was not required. The Default Business Unit in QuoteWerks will now be used. [Build: 3.01] | ||
| 61. For users that use ConnectWise not as a primary CRM, the integration options were not visible after linking the contact to ConnectWise. [Build: 3.01] | ||
| 62. For ConnectWise Users, the ConnectWise REST API does not support 0 quantity items on an opportunity. If a Group Member or normal Product/Service line in QuoteWerks has a 0 quantity, the line will not be sent to ConnectWise. If a Group Header has a quantity of 0 in QuoteWerks, the group Header and its members will not be sent to ConnectWise. [Build: 3.01] | ||
| 63. For QuickBooks Online Users, when searching for products in QuickBooks Online, Descriptions would not retain Line Formatting. [Build: 3.01] | ||
| 64. On the Save document window, for an existing document that had been previously saved, if you changed the ProjectNo to {Next Available}, instead of assigning the next available Project Number it would keep the text {Next Available}. [Build: 3.01] | ||
| 65. When hiding the Edit->Line Properties and Edit->Line Attributes menus, the corresponding icons on the Grid Item toolbar where still visible. [Build: 3.01] | ||
| 66. The sample contact record for the QuoteWerks contact database that comes in a fresh installation of QuoteWerks had an empty RecGUID. [Build: 3.01] | ||
| 67. On the More tab of the Open Document window F2Lookup support was added for Terms and Customer PO. [Build: 3.01] | ||
| 68. On the Documents tab of the Tools->Options menu the F2 Lookup list for the CustomText01 - CustomText12 fields was disconnected from the F2 Lookup list for the CustomText fields on the Custom tab of the Quote Workbook. Also the CustomText01 - CustomText06 fields on the More tab of the Open Document window. [Build: 3.01] | ||
| 69. In the layout designer, the format window for a report footer was missing the 'Bottom Align' option. [Build: 3.01] | ||
| 70. For SugarCRM users, when searching for a contact, the column settings were not being saved. [Build: 3.01] | ||
| 71. 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!" [Build: 3.01] | ||
| 72. When the &DH_DocNo or &DH_ProjectNo macros were used for DocName generation, and either of these values were manually set on the Save window the macros would not be replaced. [Build: 3.02] | ||
| 73. For Maximizer CRM Live users, the Server name in setup was not being saved. [Build: 3.02] | ||
| 74. Would receive type mismatch error when adding an item to the quote when teh quote contained a section header. Issue introduced in build 3.02 [Build: 3.03] | ||
| 75. When using the [Terminate Running Instance] button on the Logged In Users window, it was not clearing the In-use Documents table for that user. [Build: 3.03] | ||
| 76. If you right clicked on the Purchase Order list on the Purchase Orders tab of the Purchasing window and there were no purchase orders in the list, would receive Run-time error '35600': Index out of bounds. [Build: 3.04] | ||
| 77. For Outlook users, would receive "error 380, invalid property error" when clicking on the [Outlook Setup] button. You will need to enter the Outlook setup and confirm all your settings and click [Ok] to resolve the issue. [Build: 3.05] | ||
| 78. For Outlook users, the DataLink was not working. You will need to enter the Outlook setup and confirm all your settings and click [Ok] to resolve the issue. [Build: 3.05] | ||
| 79. when using the new "Shipping Amount addition - Use Extended Shipping Amount" option on the Installation tab of Tools->Options menu, on a bundle, the ShippingUnitPrice for the bundle was not taking into account the bundle items individual quantities. Also when the option was not set, the old calculation behavior was also not working correctly. [Build: 3.06] | ||
| 80. For Autotask users, the tax for the Equote for taxable quote items added from QuoteWerks was not calculating correctly. [Build: 3.07] | ||
| 81. For Autotask users, would receive error when an InActive item was added to a quote through QuoteWerks and the quote was saved. [Build: 3.07] | ||
| 82. For Tech Data online ordering users, if an email address was entered into the My Order Tracker option, but no tracking options were selected, the email address would receive all the notifications. [Build: 3.07] | ||
| 83. For ConnectWise Manage users, when updating an existing ConnectWise Opportunity, the Expected Close Date would be 1 day prior to the existing Expected Close Date on the opportunity if your time zone has a negative Zulu offset (West of GMT). This was caused due to a change in behavior in ConnectWise Manage where no time was returned in the Zulu DateTime. This was first noticed in ConnectWise Manage v2018.2. We have Submitted a ticket to ConnectWise regarding this issue: ConnectWise Ticket#9898054 [Build: 3.07] | ||
| 84. 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. [Build: 3.07] | ||
| 85. When installing QuoteWerks the empty product database actually contained the sample product database products. [Build: 3.07] | ||
| 86. When creating new native product databases, instead of being empty they would contain the sample product database products. [Build: 3.07] | ||
| 87. When placing online order would receive error "string or binary data would be truncated" [Build: 3.09] | ||
| 88. When including a file link in the print selections on the Print window and then adding a new file link, the file links in the print selections would be moved down to the bottom. [Build: 3.09] | ||
| 89. The results of the validate subscription buttons would always incorrectly return a subscription license count of 1. [Build: 3.09] | ||
| 90. For Maximizer Desktop users, the contact lookup drop down list was not populating. [Build: 3.09] | ||
| 91. On the Bundle Header line, the UnitWeight for the bundle was not taking into account the bundle items individual quantities. [Build: 3.10] | ||
| 92. If using parent-child dependent quantity feature inside a group and the group had a quantity greater than 1 the Group's Unit Price would be inflated. [Build: 3.13] | ||
| 93. The QuoteWerks Desktop to QuoteWerks Web file synchronization was not synchronizing .qii files. [Build: 3.13] | ||
| 94. When the quantity of a line item is set to editable and changed on the QuoteValet form, if the line item was a quantity parent, the children quantities were not updated. [Build: 3.13] | ||
| 95. For MS CRM users, the DocumentHeaders.SoldToCMQuoteRecID field was not getting saved. [Build: 3.13] | ||
| 96. In the Open Export Module an option of "Batch of Documents" was errantly displayed. [Build: 3.13] | ||
| 97. Error "unable to submit query to server" when using the Submit a Question feature on the Getting Started Panel. [Build: 3.13] | ||
| 98. 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. [Build: 3.14] | ||
| 99. For Goldmine users, when QuoteWerks completed a forecast in GoldMine, it was not setting the CONTHIST.NUMBER1 and CONTHIST.NUMBER2 fields which were used in Goldmine for reporting. [Build: 3.14] | ||
| 100. For QuoteValet Shopping cart users when importing an order from a Shopping cart, the commission was not getting set. [Build: 3.16] | ||
| 101. For Tech Data users, the online ordering status was not returning shipping tracking information. This issue was introduced in build 3.00 SONumber changes were made. [Build: 3.18] | ||
| 102. For Outlook users, in certain conditions would receive 'Subscript out of range' error when setting up a new DataLink mapping when clicking on the External System ID dropdown combobox. [Build: 3.18] | ||
| 103. For Autotask users, error 'An Object reference not set to an instance of an object' exception would occur when cancelling the winning of an Autotask Opportunity. [Build: 3.20] | ||
| 104. For Autotask users, when an Autotask Opportunity was first created, the Customer PO Number was not copied into the Opportunity. On subsequent saves it was. [Build: 3.20] | ||
| 105. For ConnectWise users, if a Group Member was mapped to a ConnectWise Product Class of 'Agreement' it would not be sent to the ConnectWise Opportunity. [Build: 4] | ||
| 106. Would receive 'Error (5) Invalid procedure call or argument' when QuoteWerks attempted to launch an external application. [Build: 4] | ||
| 107. When using Paste Special, when copying data from Excel into the clipboard, Excel would randomly code a column as a spanning column and then skip the column to the right of it causing issues with data lining up correctly in the mappings. This variation is now accounted for. [Build: 4] | ||
| 108. 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. [Build: 4] | ||
| 109. For Peachtree users, error 380 when loading setup window. [Build: 4] | ||
| 110. When using the right click Paste Append feature to paste a product into a product database, the Simple Labor and QuoteValet Video information was not getting pasted. [Build: 4] | ||
| 111. For Autotask users, when saving a quote and choosing to create an opportunity in Autotask and then cancelling, you would receive an error stating that the file attachment could not be created. File attachments only attach to an opportunity, so if no opportunity is created, then the attachment is not created. [Build: 4] | ||
| 112. For QuickBooks Online users in Canada, the Shipping Amount did not have a tax code applied which would cause an error for some users. [Build: 4] | ||
| 113. For QuickBooks Online users, in the QuickBooks Online Setup options, the Job Name would revert to default setting. [Build: 4] | ||
| 114. For ConnectWise users, some users were encountering a ConnectWise timeout when requesting the ConnectWise Member List from ConnectWise. We have increased the timeout to compensate for the amount of time ConnectWise takes to return the MemberList. [Build: 4] | ||
| 115. For Maximizer CRM Live users, the create date was showing in the ISO format on the Update Opportunity form. [Build: 4] | ||
| 116. For Maximizer CRM Live users, duplicate items would appear in the Contact Search. [Build: 4] | ||
| 117. For Autotask users, the option "For grouped bundles, only create a single summary product in Autotask (not the individual group items)" was not being remembered when set. [Build: 4] | ||
| 118. For Autotask users, TLS 1.2 now supported. [Build: 4] | ||
| 119. For Salesforce.com users, the salesforce.com integration option icons on the Save window were not being hidden when appropriate. [Build: 4] | ||
| 120. For Outlook users, the Outlook integration option icons on the Save window were not being hidden when appropriate. [Build: 4] | ||
| 121. For SugarCRM users, on a new opportunity window, the probability percentage displayed on the form and the sales stage dropdown value could be mismatched. [Build: 4] | ||
| 122. 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. [Build: 4] | ||
| 123. 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. [Build: 4] | ||
| 124. 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. [Build: 4] | ||
| 125. On the Print Preview window when choosing File->Save as PDF, if you entered a valid file extension for the file name or if using a macro to generate the default file name that caused it to end with something that looked like a valid file extension like when a company name ends in ".com", the the PDF file would be saved with that file extension instead of the .pdf extension. [Build: 4] | ||
| 126. In the QuoteWerks Launcher, if an installation was found whose corresponding index key letter was not in the PriorityList key a duplicate priority number would be generated. [Build: 4] | ||
| 127. In the QuoteWerks Launcher, the folder locations of registered installations would be a mixture of windows short file names and long file names (which could be referring to teh same folder).When nsetup.exe was run directly from a folder, a short file name version of the folder path would be saved, but when QuoteWerks was run, the long file name path would be registered, creating duplicates. Now, the long file name version of the folder path is always used. [Build: 4] | ||
| 128. For Autotask users, the select existing opportunity list now sorts by creation date as it did before. [Build: 4.06] | ||
| 129. For SugarCRM users, test button on Contact Manager Setup window did not validate the url correctly. [Build: 4.06] | ||
| 130. For SugarCRM users, account contacts when checked and searching by Account Name would not show in search. [Build: 4.06] | ||
| 131. For SugarCRM users, when pulling in a contact, the account is not shown in the lookup window. [Build: 4.06] | ||
| 132. For SugarCRM users, saving a quote for the first time produces the following error 'Error retrieving existing opportunities from SugarCRM.' [Build: 4.06] | ||
| 133. For SugarCRM users, calls used to show up on both the contact and the account when scheduled. [Build: 4.06] | ||
| 134. 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. [Build: 4.06] | ||
| 135. When spell checking HTML email and HTML templates, some HTML source code tags were getting spell checked. [Build: 4.06] | ||
| 136. On the Leasing Rate calculator window, only the first terms entry like "12" would appear. [Build: 4.06] | ||
| 137. When DTF files created prior to version 5.3 build 4 where opened, would receive messages about the "DocumentLevelLineItemUniqueID" field. [Build: 4.06] | ||
| 138. For Autotask users, when creating a new opportunity, closed opportunities were being shown in the existing opportunity dropdown list. [Build: 4.06] | ||
| 139. For Autotask users, running a Rebuild CM Transport Files and checking upload to Autotask would cause error. [Build: 4.06] | ||
| 140. Error DocumentLevelLineItemUniqueID is empty in cpyDA_DocumentItems() when importing a QuoteValet Order form. [Build: 4.06] | ||
| 141. 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. [Build: 4.06] | ||
| 142. Error invalid column name 'AttributesCustom' [Build: 4.08] | ||
| 143. For Autotask users, when clicking Show All on the Product Lookup window for an Autotask Labor database, some users were not seeing any results. Users were still able to search for specific Labor items. [Build: 4.08] | ||
| 144. For QuoteValet payment processing users, when choosing eCheck payment gateway, allowed credit card checkboxes were viable and required a selection to proceed. [Build: 4.08] | ||
| 145. When you duplicate a quote that has submitted a leasing credit application, the credit app for the document was not cleared out. [Build: 4.08] | ||
| 146. Setting up QuoteWerks Web credentials resulted in error. [Build: 4.08] | ||
| 147. 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. [Build: 4.08] | ||
| 148. When editing optional items under the Products->Optional Items menu, when you click an item and choose Edit the title bar text was "Edit Required Item Master" instead of "Edit Optional Item Master". [Build: 4.09] | ||
| 149. When using QuickBooks Desktop as a product source, and searching or choosing [All], an error is displayed for every product. [Build: 4.09] | ||
| 150. 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. [Build: 4.09] | ||
| 151. For GoldMine users, when converting a quote to an order, it was not converting the forecasted sale to a completed sale. Also creating an order initially would not create a completed sale in GoldMine. This issue was introduced in v5.3 build 3.14. [Build: 4] | ||
| 152. For Peachtree/Sage 50 users, loading the items, customers, and vendors lists are now 80% faster! [Build: 4] | ||
| 153. 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. [Build: 5] | ||
| 154. 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.
[Build: 5] | ||
| 155. For salesforce.com users, could receive an error about the default opportunity Price Book "" not being found. [Build: 5] | ||
| 156. In the SiteBoot.ini file if there was an AutoRun key under the [Addons] section that used a relative path inside the QuoteWerks folder (like Applets\MyApiApp.exe), the Addon would not be launched. [Build: 5] | ||
| 157. For QuoteValet users with Payment Processing enabled, when initializing QuoteValet would receive error "SQL Execute Error in SQLConnExecuteEx()" about "String or binary data would be truncated." The Payments.Status field was not long enough for the new IntendsToPay status value. [Build: 5] | ||
| 158. on the Open Document window, clicking on the value drop down for the Header Field or Item field when <All> was selected would return an error.
[Build: 5] | ||
| 159. 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. [Build: 5] | ||
| 160. The UserAgent was not getting set for real-time Pricing & Availability calls to distributors. [Build: 5] | ||
| 161. On the Refresh Item Details window the "ShippingPrice" field was returning an error because the field name is ShippingAmount in the Document. [Build: 5] | ||
| 162. For API users, the AfterSaveDocumentEx event was not correctly passing the iSaveAction. [Build: 5] | ||
| 163. For ConnectWise users, when updating an existing ConnectWise Opportunity, the Billing Terms, Tax Code, and Currency would be set to blank on the ConnectWise Opportunity?s Finance Tab. ConnectWise made changes to their public API without changing the API version or endpoint that caused this to occur. This fix requires ConnectWise Manage 2018.4 and higher. [Build: 5] | ||
| 164. For ConnectWise users, when QuoteWerks was creating a new Agreement in ConnectWise, would receive an error "Agreement Type is required." ConnectWise made changes to their public API without changing the API version or endpoint that caused this to occur. [Build: 5] | ||
| 165. For ConnectWise users, when updating a ConnectWise Opportunity with a "Won" status (that is not also a closed status), would receive an error "You cannot update a product that is on a Won opportunity." This is due to a change in ConnectWise Manage behavior. Previously, Won Opportunities could be updated with products as long as they were not a "Closed" status. [Build: 5] | ||
| 166. When pressing CTRL-C in the Acceptance Notes on the QuoteValet tab of the Quote WorkBook, would receive error 13 type mismatch. [Build: 5] | ||
| 167. For Maximizer CRM Live users, in certain cases duplicate results would result when doing a Contact Search. [Build: 5] | ||
| 168. For Maximizer CRM Live users, when searching for contacts, the result count was incorrect. [Build: 5] | ||
| 169. For Salesforce users, when saving a new opportunity, the opportunity window would not appear for some users. [Build: 5] | ||
| 170. The macro <<&COVER_Message>>> is now available for Word merging. [Build: 5.01] | ||
| 171. For QuoteValet users the document activity could display "Unknown Activity-> Activity Type '104' unknown." for an IntendsToPay payment activity. [Build: 5.01] | ||
| 172. For ConnectWise users, when selecting a ConnectWise Opportunity to update or updating an existing linked opportunity, ConnectWise Opportunities with a "Won" status (that is not also a closed status) were available to be updated in QuoteWerks. This is due to a change in ConnectWise Manage behavior. This would cause an issue if a Sales Order/Ticket/Agreement was created in ConnectWise and products were added to it, resaving the document in QuoteWerks would remove all of the products from opportunity and also from the Sales Order/Ticket/Agreement (since they were linked). The re-added products to the ConnectWise Opportunity would not be linked to the Sales Order/Ticket/Agreement. [Build: 5.01] | ||
| 173. For Maximizer CRM users, the Id field being saved for an opportunity or contact is now in the format of ID{TAB}Number. [Build: 5.02] | ||
| 174. For Maximizer CRM users, some DataLink fields were not returning the correct value. [Build: 5.02] | ||
| 175. For Maximizer CRM users, when updating an existing opportunity with a different contact, a new opportunity was being created. [Build: 5.02] | ||
| 176. 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. [Build: 5.02] | ||
| 177. For Maximizer CRM users, the DataLink fields on the Macro Tester are now sorted alphabetically. [Build: 5.02] | ||
| 178. For Salesforce users, when updating an existing opportunity with a different contact, a new opportunity was being created. [Build: 5.02] | ||
| 179. For Autotask users, when updating an existing opportunity with a different contact, a new opportunity was being created. [Build: 5.02] | ||
| 180. For Autotask users, when creating an opportunity, Lost opportunities were being shown in the existing opportunity list. [Build: 5.02] | ||
| 181. When performing a Merge Remote Documents, if "Retrieve embedded dtf files" was checked and an error occurred, the document merge continued anyway. [Build: 5.02] | ||
| 182. For Maximizer CRM users, the Company name search was not returning all the needed results. [Build: 5.03] | ||
| 183. For Maximizer CRM users, typing in non numerical text into the Contact Lookup search when a Phone number search was selected, was returning results. [Build: 5.03] | ||
| 184. When right clicking over the empty space in the grid area on the Document Items tab would sometimes receive Run-time error '91' Object variable or With block variable not set. [Build: 5.03] | ||
| 185. Sage 50 Accounting (Peachtree) users, the Sales Tax mapping on the Sales Tax tab of the Peachtree setup window was not saving. [Build: 5.04] | ||
| 186. Error in GetDynNumFld, field = '' on Add Item Assistant window when displaying optional items from an external product data source. [Build: 5.05] | ||
| 187. For Salesforce users, the formatting for a multi-line product description was not correct when retrieving a product from the Product Lookup window. [Build: 5.05] | ||
| 188. Would receive runtime error 28, out of stack space when running some fpc layouts. [Build: 5.07] | ||
| 189. In the layout designer, entering a large amount of text in a formula field as a single value could crash the layout designer. [Build: 5.07] | ||
| 190. For SugarCRM users, some html characters were not being encoded correctly when doing a Lookup contact search. [Build: 5.07] | ||
| 191. 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.
[Build: 5.07] | ||
| 192. For Maximizer CRM users, could receive a Run-time error '457' with a SoldTo DataLink mapped field. [Build: 5.07] | ||
| 193. For Maximizer CRM users, when closing an opportunity, users could receive an error in 'ApplyDocNoDocNameChangeToMaximizerWebRecords'. [Build: 5.07] | ||
| 194. For Maximizer CRM users, the status drop down was not changing to Won or Lost when trying to close an opportunity. [Build: 5.07] | ||
| 195. For Maximizer CRM users, users could cancel the Won or Lost opportunity window. [Build: 5.07] | ||
| 196. 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. [Build: 6.06] | ||
| 197. For UK QuickBooks Online Users, when QuoteWerks created new items in the QuickBooks Online Products and Services Database, the TaxCode was not being set. [Build: 6.06] | ||
| 198. For QuickBooks Online Users, when exporting a document to QuickBooks that had a new item on the document more than once, the create item window would appear for each duplicate item even after creating the initial item, and you would receive an error and the export would be cancelled. [Build: 6.06] | ||
| 199. For Salesforce users, when updating an opportunity, the percentage goes back to 10% and does not keep the existing opportunity setting. [Build: 6.06] | ||
| 200. For Autotask users, additional fixes were applied for correctly calculating the Equote tax for taxable quote items added from QuoteWerks. [Build: 6.06] | ||
| 201. For Autotask users, when doing a product search, if there was an error query Autotask for the products, QuoteWerks would terminate. [Build: 6.06] | ||
| 202. For Autotask users, on the Product Lookup window, clicking 'Show All' on an Autotask services database was not showing all the results. [Build: 6.06] | ||
| 203. 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. [Build: 6.06] | ||
| 204. 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. [Build: 6.06] | ||
| 205. For QuickBooks Desktop users, exporting a payment to QuickBooks to an invoice, if the payment amount was greater than the invoice amount a payment would be crated for only the remaining balance of the invoice and the additional payment amount would not be recorded. This issue was introduced in v5.3 build 4.00. [Build: 6.06] | ||
| 206. The SyncVersionBuildBreaksList was updated for build 5. [Build: 6.06] | ||
| 207. The background color of fpc layout file sections was not working. This issue was introduced in v5.3 build 5.07. [Build: 6.06] | ||
| 208. For users of salesforce.com, QuickBooks, Peachtree, ConnectWise, and Autotask, when adding products from their respective product database as optional items from the Add Item Assistant window, the default system Price Modifier was being used. [Build: 6.06] | ||
| 209. For API users, the Application.DocFunctions.GetDocumentHeaderValue() for "TemplateType" did not exist. [Build: 6.06] | ||
| 210. For ConnectWise Manage users, when receiving an item in the QuoteWerks Purchasing window and sending the receipt to ConnectWise, if the item has already been manually received on the ConnectWise PO, you would receive an error. [Build: 6.06] | ||
| 211. For Maximizer CRM users, when attempting to save an Opportunity in an European installation, a CloseDate failed parse error was being displayed. [Build: 6.06] | ||
©1993-2024 Aspire Technologies, Inc.
407-248-1481 (9am-5pm ET M-F)
Please Wait...