*** QuoteWerks 4.7 Revision List *** Below is a list of all the changes that have been made to what will be the next build release of QuoteWerks: ------------------------------------------------------------------------------------------------------------------- Interim Build 1.23i (Released January 19, 2011)-------------------------------------------------------------- -MiscWIP: When exporting to XML files using the Open Export Module the encoding is now being set to "ISO-8859-15". -New: Maximizer 12 is now supported! -New: For QuoteValet users, when configuring QuoteValet to accept payments you can now specify which card types you accept (VISA, Master Card, American Express and/or Discover). This can be specified when editing the paymetn gateway details. -New: If QuoteValet accepted credit card payment for an order that had recurring items on it, you will now be able to retrieve the credit cards details (in a PCI compliant manner) from the payment (from Payments tab on QuoteValet Dashboard or QuoteValet tab in the quote) necessary to bill your customers credit card for the recurring charges each month/quarter, etc. Just right click on the payment entry and choose "Copy Payment Details" which will copy the information into the Windows Clipboard. Along with this feature are two new security rights. If the security right "CannotViewFullCreditCardDetails" is set then the user will not be able to view/copy the full credit card details. If the security right "CannotViewOthersFullCreditCardDetails" is set then the user will not be able to view/copy the full credit card details from other sales reps orders. -New: For QuoteValet users, when making payments by Proxy, you can now specify the payment method like Check, Wire Transfer or VISA, etc for times when the customer just calls in directly with payment. This is particularly useful when exporting these payments from QuoteValet to QuickBooks. You can also specify the Proxy Payment Reference, useful when receving a check payment to enter for example "ck#1234". -New: For QuickBooks users, when the user logged into QuickBooks has QuickBooks Security Rights for "Sensitive Financial Data" and "Sensitive Accounting Activity" set to "No Access", the QuickBooks integration will now work under those settings. -New: For QuickBooks users, when exporting QuoteValet payments, you can now setup mappings that map the QuoteValet payment methods to different payment method and deposit accounts in QuickBooks. For example, while QuoteValet sends over VISA or MC, in QuickBooks, you might want the payment method for both of those to simply be "Credit Card". When accepting a payment when paypal was used, you might want that payment to be deposited into a different account than where the regular credit card payments are deposited. The mappings become even more important when accepting check or wire transfer payments by proxy as you will typically want to deposit those payments into different accounts, for example, a check would go into "Undeposited Funds", whereas a wire transfer would be deposited directly into the bank account. -New: For QuickBooks users, you can now export a QuoteValet payment to QuickBooks without first exporting the quote/order/invoice to QuickBooks. -New: For ConnectWise users, from the Save window, you can now create 'one-off' activities in ConnectWise. -New: For ConnectWise users, when creating a ConnectWise Activity, you can now specify the 'Assign To' value so that you can assign the activity to another ConnectWise user. -New: The right click menu "Copy Authorization Details" for QuoteValet Payments now also copies the Date/Time of the transaction into the Windows Clipboard. -New: With Edit->Select Special, you can now choose to do a "Equal to" or "Begins with" search and the last value you searched for is remembered next time (even after exiting QuoteWerks). -New: For QuickBooks users, when exporting payments received by QuoteValet into QuickBooks, the list of payments can now be filtered by date range and also includes a checkbox for "Include previously exported payments". -New: You can now specify line attributes in product definitions. When using products as bundle items, configuration items, required items, and optional items, those line attributes specified in their setup will override the line attributes specified in the product definition. -New: The "Hide Quantity" attribute can now be specified for Group Header type line items. -New: The "Hide Quantity" attribute can now be specified when setting up Bundle Items, Configuration Items, Required Items, and Optional Items. -New: For QuickBooks users, the item Preferred Vendor field is now available when using QuickBooks as a product data source. For existing customer you will need to modify the QuickBooks Product Data source mappings (Products->Setup Product Data Sources) to map to the newly available field. -New: On the Open Document window, when searching by Expiration Date, the date can now be specified by selecting "Today", "This Week", etc. -New: Added the following new date ranges: This YTD, Last YTD, Two Years Ago YTD, Three Years Ago YTD, This Quarter, Last Quarter, 1st Quarter, 2nd Quarter, 3rd Quarter, 4th Quarter. -New: On the Manage tab of the QuoteValet Dashboard, only QuoteValet documents that the logged in user has view rights for will be displayed. Also on the Payments tab. -New: On the Links tab, added new Right click menu "Save new Copy & Merge Word document". -New: On the Links tab, when clicking on the "New from Template" button, you can now change the new file name before it is saved. -New: The following fields are now available for word merging and cover pages &DH_AlternateCommissionAmount, &DH_AlternateSubTotal, &DH_AlternateLocalTax, &DH_AlternateGSTTax, &DH_AlternateTotalTax, &DH_AlternateGrandTotal, &DH_AlternateProfitAmount", &DH_&AlternateTotalCost, &DH_&AlternateTotalList, &DH_AlternateDepositAmount, &DH_AlternateShippingAmount. -New: From the Quick Lookup Bar, if an exact match to a part number match is not found, the Product Lookup window is displayed and a search is run to show any partial part number matches. -New: From the Quick Lookup Var, you can now do an Etilize search. -New: On the Open Document window, the document date can now be specified by selecting "Today", "This Week", etc. -New: On the Purchasing window, there is now a right click menu "Manually enter PO Number". This is useful when you have already created the PO for the item elsewhere, as setting the PO number removes it from the list of items that need to be ordered. Optionally you can also specify the PO date that will be written into the Order Date column for each line item selected. -New: On the Purchasing window, you can now filter by customer. Only customers and vendors withhin the filter date range are displayed. -New: On the Purchasing window, there is now an Export to Clipboard button. -New: When creating a Purchase Order in QuickBooks, the Customer:JOb that each item is being purchased for is now populated in the QuickBooks Purchase Order using the QuoteWerks customer information from the Orders. -New: On the Purchasing window, you can now filter documents by date range. -New: On the Purchasing window, there is now a status bar that shows the total number and dollar amount of the selected items. Useful for meeting minimum purchase amounts for free shipping offers from vendors. -Misc: When mapping the list of Etilize categories, the list is now sorted. -Misc: The Purchasing window is now larger. -Misc: For API users, the ItemFunctions.LineItemSetValue now supports the "PictureFile" field. -Misc: The Product Lookup window no longer stays on top of the main QuoteWerks window. -Misc: When entering the primary license key you will now be reminded what the default login id and password are. -Misc: For QuickBooks users, loading the QuickBooks Integration setup in QuoteWerks is much faster. -Misc: For ConnectWise users, when attempting to create / update an opportunity a warning messeging would be displayed, and the process would be cancelled if a line item had a manufacture part number that ended in a space. ConnectWise has since resolved the underlying issue that this warning was handling and we've now removed this behavior. -Fix: On the Purchasing window the selected total was totaling the Unit Cost not the Extended Cost. -Fix: For ConnectWise users, would receive error 'Runtime error 13 - Type Mismatch' when attempting to create/update an opportunity in ConnectWise for a quote with a grouped bundle were none of the line items in the group were taxable. -Fix: For ConnectWise users, when closing an opportunity as won via the QuoteWerks-ConnectWise Integration the following underlying fields were being populated incorrectly: ExpectedCloseDate, DateClosed and ClosedBy. -Fix: For ConnectWise users, when attempting to create a product in the ConnnectWise Product Database via the QuoteWerks-Connectwise integration the process could fail due to a case-sensitivity issue concerning the Manufacturer field. -Fix: The (qty x) prefix was still being displayed in a grouped bundle item line even though the Hide Quantity attribute was set. -Fix: When adding an accessory line item to the quote from Etilize Accessories, the Description sometimes would not be set in the line item. -Fix: Sometimes the QuoteValet URL merged into the notification e-mail would be corrupted through the emailing sending process. -Fix: When using macros in e-mails, in certain combinations of certain macros and the location of the macro in the e-mail, the macro would not be merged. -Fix: If a document required two approvers, after one approver had approved the document, the second approval would not take effect unless it was done through quotevalet.com. -Fix: For QuoteValet users, if a quote that was uploaded to QuoteValet was approved through quotevalet.com and then the sales rep unlocked the document to make changes, the approval was not getting rescinded, and therefore after they made the changes, they were not able to get it approved again because it was already approved. -Fix: For QuickBooks users, When exporting Purchase Orders to QuickBooks for a Service type line item, would receive an error that Service type parts cannot have a manufacturer part number. QuoteWerks Version 4.7 Build 1.02 (Released November 18th, 2011)-------------------------------------------------------------- -New: On Quotevalet Dashboard Payments tab, added new checkbox "Include previously downloaded transactions". -Misc: In the QuoteWerks Node Installer when choosing to install optional components, if the component is unchecked, it will not uninstall the component. To uninstall these components, use the Windows Add/Remove Programs. When re-running the node install, this will save time by giving you the opportunity to not re-run all the installers for these components if you know they do not need to be updated. -Misc: QuoteValet integration now auto-reconnects and caches ip address lookups for performance increase. -Misc: ConnectWise Integration installer now says version "4.x" -Fix: Error when attempting to add a new payment gateway. QuoteWerks Version 4.7 Build 1.01 (Released November 16th, 2011)-------------------------------------------------------------- -New: SugarCRM 6.3 is now supported! -New: On the SoldTo/ShipTo tab, the "Display contact in Contact Manager" button now works with GoldMine! -New: If you attempt to upload a quote to QuoteValet for customer review, and you selected a sales order layout, you will now receive a warning that your upload may contain cost information. -Misc: QuickBooks version 2012 was not listed under the Contacts-> Setup Contact Manager-> QuickBooks selection -Misc: For MS CRM users, removed hard coded USD $ symbol from the Revenue and Actual Revenue labels on the Sales Opportunity window. -Fix: Error 438 when clicking on Finish tab when attempting to Rehost to SQL. -Fix: While using Etilize integration, Northamber would not appear in the list of available vendors. -Fix: When placing an online order with D&H, if the checkbox "After order submitted, don't update Order with real-time ordered price." was not checked, the UnitPrice of the items in the order would be set to 0. -Fix: You could not use the new Tools->Purchasing menu unless you had a real-time module license. -Fix: In some search operator lists the "Contains" operator said "ContainsVB6". -Fix: For QuickBooks, the "I do not charge tax in QuickBooks." setting was being ignored. -Fix: When the Open Document window is resized, the sales rep search field would get covered by the results grid. -Fix: On the QuoteValet tab, selecting Acceptance notes and pressing CTRL-C was not copying the selected text. -Fix: In the Summing line features, if a field to search was customized with a custom label that contained multiple parenthesis characters, would receive an error.