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Version: 5.0    Build: 1.43    Release Date: 01/06/2015     Type: Fix     View All Features in Build
On the Active Quotes panel, if you had a document open, and you have the user preference set to "Auto display Active Quotes Panel", and you closed the Active Quotes panel, and then you saved the document, the Active Quotes panel would re-open.
Version: 5.0    Build: 1.18    Release Date: 12/12/2014     Type: New     View All Features in Build
On the Active Quotes Panel an "[R]" indicator will appear after the document number to indicate there are revisions related to this document. You can then open the document and choose the View->Document Revisions menu to see all the revisions.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: Misc     View All Features in Build
The Active Quotes Panel now limits the results to only the first 20 active quotes.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
There is now an Active Quotes Panel that can be displayed. When creating a new quote and selecting the contact you are creating the quote for, any active quotes for that contact will automatically be displayed in the Active Quotes Panel. This has several benefits. First, it brings to the sales reps attention that they or a colleague may already have an active quote out to this customer. In some cases you will just want to update the existing quote and send it out. This improves sales team communication, coordination, and eliminates the possible error of sending out more than one quote for the same project to the same customer. Second, this might be a quote that you created a while ago and lost. From here you can easily right click on the quote and choose "Convert to Lost". Third, you might realize that this customer already has several other outstanding quotes with you and you might want to re-focus your efforts on getting those quotes closed too. This Active Quotes Panel can be displayed by clicking on the icon on the Grid Toolbar. There is also a user level option "Auto display Active Quotes Panel" on the Misc tab of the Tools->My Preferences menu. This will automatically display the panel when selecting a new contact for a quote and when opening existing quotes. The Active Quotes Panel displays the quote number, quote name, SoldToCompany, and the amount of the quote. This information is displayed for any users regardless of if the logged in user has rights to view the quotes of other users. This is done in an effort to help catch duplicated efforts, where two sales reps end up creating a quote for the same thing for the same customer. While the logged in user will be able to see the limited information about the other users quote in the Active Quotes Panel, the logged in user will not be able to actually open the quote (if they do not have View rights). This feature can also help de-clutter the quote database. We might have created a quote one year ago to renew maintenance, the customer might not have moved forward. Now when we start creating a new quote, we will be alerted of the existing quote and we can just update that quote, save as next revision (getting a new quote number), and then resend that quote, eliminating clutter from our quote database as we go.

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Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
On the Open Document window, there is now a right click "Convert to Lost Sale" menu. This "Convert to Lost Sale" right click menu is also available on the Active Quotes Panel. It helps speed up the process by opening the quote and initiating the Convert to Lost process.