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Version: 24.0 Build: 2.04 Release Date: 04/17/2024 Type: Fix View All Features in Build

When double byte characters were encountered in various CRM product data sources would result in error like "Error in RecordsetSetTextValue for field 'Description' Error (-2147217887) Multiple-step operation generated errors. Check each status value.". , Zoho QuickBooks Desktop, QuickBooks Online, salesforce, Peachtree, ConnectWise, Autotask, Kaseya BMS, Amazon Product Content

Version: 24.0 Build: 1.01 Release Date: 11/30/2023 Type: Fix View All Features in Build

When using the F2Lookup field through the setup window of Act Desktop, Autotask, Hubspot, MSCRM, Salesforce, SugarCRM, or Zoho: Editing a F2 Lookup field without using a QuoteWerks skin would cause an error. Editing a F2 Lookup field description would cause the error "The Lookup value name already exists in the list." Pressing the Delete button on the F2 Lookup window would close the window. Updating an existing field description would not update the value in the database.

Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: Fix View All Features in Build

For salesforce.com users, if a quote was uploaded to QuoteValet and a customer accepted the quote and chose to convert the Quote to an Order and there was no existing opportunity for this quote and the Opportunity Completion Mode was set to NeverComplete, the Opportunity window was being displayed and should not have been displayed.

Version: 23.0 Build: 2.09 Release Date: 04/13/2023 Type: Fix View All Features in Build

For salesforce.com users, when using Data Link to pull text from salesforce.com that was larger than 255 characters into a QuoteWerks CustomMemoXX field, the text would be truncated to 255 characters.

Version: 23.0 Build: 2.09 Release Date: 04/13/2023 Type: Fix View All Features in Build

For salesforce.com users, multiple-line addresses in salesforce.com were not appearing in the Contact Lookup search in the Address2 and Address3 fields. This also caused extra blank lines when printing these fields.

Version: 23.0 Build: 2.01 Release Date: 03/03/2023 Type: Fix View All Features in Build

For salesforce.com users, when doing a Product Lookup search in QuoteWerks, you would receive a non-nullable column error if a CustomDate field was set for the products.

Version: 23.0 Build: 1.03 Release Date: 11/28/2022 Type: Fix View All Features in Build

For salesforce.com users, when saving a PDF and choosing the option to "Attach to CRM", when the option "Use SalesForce Files instead of Attachments" is unchecked, the file extension of the file will now be added to the File title when it is uploaded to salesforce.com. Without this extension, in salesforce.com when you would try to download and save the file, there would be a blank file extension.

Version: 23.0 Build: 1.03 Release Date: 11/28/2022 Type: New View All Features in Build

Text Library. For Memo fields, the F2lookup now lets you store a text library of large chunks of text that are searchable enabling you to easily compose your statements of work, terms and other text intensive composition. Additionally the F2lookup now has a separate column that can contain a description of the value for reference purposes. As a result of these changes you no longer need to use the //in the F2Lookup value to include a description, but when importing a list of values from the F2lookup window you can use the // to import the description for the value. The F2Lookup can do more than store static text. See the help file about these F2 Lookup functions: SALESFORCE_MACRO, QW_MACRO, RUNAPPANDRETURNCLIPBOARD, REQUESTDDEVALUE.

Version: 5.7 Build: 4 Release Date: 07/22/2022 Type: Fix View All Features in Build

For salesforce.com users, having a pipe symbol '|' in your description was causing an error when writing to salesforce.com opportunity.

Version: 5.7 Build: 3.16 Release Date: 06/22/2022 Type: Fix View All Features in Build

For salesforce.com users, when searching for a product with a large custom number field mapped to a QuoteWerks field, an error would be displayed.

Version: 5.7 Build: 2.22 Release Date: 03/03/2022 Type: New View All Features in Build

For salesforce.com users, discount line items will now be included in Opportunities.

Version: 5.7 Build: 2.14 Release Date: 02/23/2022 Type: Fix View All Features in Build

For salesforce.com users, the Document Number Datalink was not updating the set Opportunity field with the new Document Number when Converting a Quote to an Order.

Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: Fix View All Features in Build

For salesforce.com users, when searching by account the address isn't pulled in for a contact with no mailing address.

Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: New View All Features in Build

For salesforce.com users, in the salesforce.com Setup in QuoteWerks, when the associated contact does not have any shipping information, you can specify if the Billing address or the Shipping address of the account should be used.

Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: New View All Features in Build

For salesforce.com users, in the salesforce.com Setup in QuoteWerks, when on a Mapping Window, lists of the mappings can now be copied to the Windows Clipboard. If you double click on the left column header, you will be prompted if you want to copy the mapped pairs to the clipboard. If you double click on the right column header, you will be prompted if you want to copy all of the available mappings to the clipboard. Copying the available mappings to the clipboard is helpful, because you can use this data to import into F2 Lookup values including the ItemType in QuoteWerks.

Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: Fix View All Features in Build

For Salesforce.com users, changes made in the Salesforce Setup window were not being saved. This issue was introduced in v5.6 b3.36

Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: Misc View All Features in Build

For the last 20 years, QuoteWerks has mostly relied upon the DocumentHeaders.SoldToCMAccountNo field to store the linked CRM contactID value in. Over the years as we have supported newer and different CRMs, it required that we also stored a SoldToCMCompanyRecID value which contained the record id of the CRM Company/Account. This SoldToCMCompanyRecID value has been stored in xml in the DocumentHeaders.DynamicStorageDH field. Additionally for salesforce.com and GoldMine the data stored in these fields is actually reversed. Changes have been made in this build. The DocumentHeaders.SoldToCMAccountNo field has been renamed to DocumentHeaders.SoldToCMContactRecID. There is now a DocumentHeaders.SoldToCMCompanyRecID field. There is now a DocumentHeaders.SoldToCMSecondaryContactRecID field. These same changes were applied to the "ShipTo" and "BillTo" counterpart fields. The "reversed" data for GoldMine and Salesforce.com has been corrected.

Version: 5.6 Build: 3.36 Release Date: 05/27/2021 Type: Fix View All Features in Build

For salesforce.com users, on the Opportunity window, if the data in a combobox is too wide to display in the combo box, when you click the dropdown list, the drop down list will be wider to allow you to see the full text.

Version: 5.6 Build: 3.36 Release Date: 05/27/2021 Type: Fix View All Features in Build

For salesforce.com users, the description control was cut off on the Opportunity window if the salesforce.com instance did not support Multiple Currency and Pricebooks.

Version: 5.6 Build: 3.36 Release Date: 05/27/2021 Type: Fix View All Features in Build

For salesforce.com users, if a salesforce.com instance does not support PriceBooks, the setup window would error and not load in QuoteWerks.

Version: 5.6 Build: 3.36 Release Date: 05/27/2021 Type: Fix View All Features in Build

For salesforce.com users, searching with an apostrophe (') would cause an error on the Lookup window.

Version: 5.6 Build: 3.36 Release Date: 05/27/2021 Type: New View All Features in Build

For salesforce.com users, if the contact address is empty, the account address will be used when doing a search on the Lookup window.

Version: 5.6 Build: 3.19 Release Date: 03/24/2021 Type: Fix View All Features in Build

When using the "Copy To" feature on the Sold to / Ship to tab to copy contact details, the CompanyRecID field was not being copied over which would cause problems when integrating with Zoho, salesforce.com, MS CRM and SugarCRM.

Version: 5.6 Build: 3.19 Release Date: 03/24/2021 Type: New View All Features in Build

For salesforce.com users, you can now specify the backend login url to use. This is helpful for any user that is having problems logging into salesforce with the Salesforce "My Domain" feature enabled. You can specify this url in the Settings Manager, by setting SystemSettings\Contact Managers\SFLoginOverrideURL={your url}

Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: Fix View All Features in Build

For Salesforce users, multiline field values in Salesforce were coming over as a single line when using DataLink.

Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: Fix View All Features in Build

For Salesforce users, when a user without login credentials clicks on a "View" link on the Links tab of the Quote WorkBook, they would receive several login errors.

Version: 5.6 Build: 1.09 Release Date: 01/04/2021 Type: New View All Features in Build

When on the Product Lookup grid, you can now press the F5 key to refresh the grid with the underlying data in case that was just changed outside of QuoteWerks. This now works for Native Product Databases, MS SQL, ODBC, OLEDB, Excel, and Access data sources, in addition to QuickBooks, Peachtree, Zoho, and Salesforce.com.

Version: 5.6 Build: 1 Release Date: 11/11/2020 Type: Fix View All Features in Build

For Salesforce users, when resaving an opportunity in QuoteWerks after performing a Rename and then setting the 'Update Opportunity Name with Document Name' option, the Name field would not be renamed.

Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: Fix View All Features in Build

For Salesforce users, when updating an existing Opportunity, if the 'Update Opportunity Name with Document Name' option was unchecked it was still updating the Salesforce Opportunity name with the QuoteWerks quote name. Now it will not, and it will also now show the existing Opportunity name from the Salesforce Opportunity in the Create/Update Opportunity window.

Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: Fix View All Features in Build

For Salesforce users, if an apostrophe was in the document name when saving the Opportunity in QuoteWerks, you would receive an error.

Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: Fix View All Features in Build

For Salesforce users, the DataLink fields were case sensitive and if the field names did not match, an error value would be used when the field was populated.

Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: Fix View All Features in Build

For Salesforce users, when updating an existing call, the Assigned To user selected for the combobox was not correct.

Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: Fix View All Features in Build

For salesforce.com users, when attempting to add an inactive product to an opportunity, the error message was not displaying the inactive product name.

Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: Fix View All Features in Build

For salesforce.com users, when adding a new product to an opportunity, the list price was being populated with the sales price.

Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: Fix View All Features in Build

For salesforce.com users, when using merge remote documents and checking 'Download attachments from salesforce.com' would receive error about attachment.

Version: 5.5 Build: 4 Release Date: 04/22/2020 Type: Fix View All Features in Build

For Salesforce users, the contact role and contact name were not being populated when choosing an existing opportunity on the Opportunity window.

Version: 5.5 Build: 4 Release Date: 04/22/2020 Type: Fix View All Features in Build

For Salesforce users, when updating an existing Opportunity, the Default Contact Role was being applied instead of keeping the previously selected Contact Role.

Version: 5.5 Build: 3.07 Release Date: 04/01/2020 Type: Fix View All Features in Build

For Salesforce, QuickBooks, Peachtree, ConnectWise, Autotask, and Zoho users, the default cost modifier was being applied to the product from these external sources when adding a product through the Product Lookup window.

Version: 5.5 Build: 3.04 Release Date: 03/10/2020 Type: Fix View All Features in Build

For salesforce.com users, searching by the description on the Quick Lookup would not pop up the Add Item Assistant window if only one item was found.

Version: 5.5 Build: 3.04 Release Date: 03/10/2020 Type: New View All Features in Build

For salesforce.com users, the salesforce.com Product Data Source now supports custom fields. If a custom field is named "Manufacturer__c" or "VendorPartNumber__c" these custom fields will automatically be mapped when a new Product Data Source is setup. If you already have an existing salesforce.com Product Data Source, you will need to edit it and manually map these fields. When these fields are mapped, you can also search on those fields on the product lookup window.

Version: 5.5 Build: 3.04 Release Date: 03/10/2020 Type: New View All Features in Build

For salesforce.com users, the DataLink now supports salesforce.com Contacts in addition to the Account.

Version: 5.5 Build: 3.04 Release Date: 03/10/2020 Type: New View All Features in Build

For salesforce.com users, a default contact role can be set for the opportunity contact through the Opportunity Setup window.

Version: 5.5 Build: 3.04 Release Date: 03/10/2020 Type: New View All Features in Build

For salesforce.com users, when creating/updating a salesforce.com Opportunity the Contact Role can now be set.

Version: 5.5 Build: 2.01 Release Date: 01/08/2020 Type: Fix View All Features in Build

For salesforce.com users, attached files saved to an opportunity were having an '.dtf' extension added to the end of the file name.

Version: 5.5 Build: 1.07 Release Date: 11/5/2019 Type: Fix View All Features in Build

For Salesforce.com users, if the regional decimal separator was set to a comma, users would receive an "input string was not in the correct format" error when attempting to create an opportunity.

Version: 5.5 Build: 1.07 Release Date: 11/5/2019 Type: Fix View All Features in Build

For Salesforce.com users, non multi-currency organizations could receive an error about an invalid SQL call involving CurrencyIsoCode when saving opportunity line items when EnableQuantityScheduling is enabled for the Product table in Lightning.

Version: 5.5 Build: 1.07 Release Date: 11/5/2019 Type: Fix View All Features in Build

For Salesforce.com users, manufacturer part numbers with a line return at the end would be created as a duplicate product in salesforce.

Version: 5.5 Build: 1.07 Release Date: 11/5/2019 Type: Fix View All Features in Build

For Salesforce.com users, the date field shortcut keys were added back to the Opportunity window.

Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build

For Salesforce.com users, QuoteWerks can now create/update a follow up call that is attached to the Salesforce.com Opportunity and appears under the Open Activities section of the Opportunity.

Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build

For Salesforce.com users, there is now a "Use Salesforce Files instead of Attachments" option on the Salesforce.com Setup window. When checked, quotes will be saved under the 'Files' section of an Opportunity instead of the 'Notes & Attachments' section.

Version: 5.4 Build: 7.03 Release Date: 7/24/2019 Type: Fix View All Features in Build

For Salesforce users, displaying the opportunity window could take up to 30 seconds to load

Version: 5.4 Build: 7.03 Release Date: 7/24/2019 Type: Fix View All Features in Build

For Salesforce users requiring the TLS 1.2 protocol for integrating with Salesforce.com, the security protocol was not being set. Starting in October 2019, all inbound or outbound connections from Salesforce communities, sites, and portals must use TLS 1.2.

Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: Fix View All Features in Build

For Salesforce users, additional changes were needed to fix the 'Fault Code (74). Please include an amount on the opportunity.' issue when saving an opportunity for the first time.

Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: Fix View All Features in Build

For Salesforce users, re-saving a closed opportunity was not using the existing closed date setting.

Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: Misc View All Features in Build

For Salesforce users, the Setup window was converted to .NET

Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: New View All Features in Build

For Salesforce users, when choosing to write line items into the salesforce.com opportunity, "Use Profit Amount vs Sales Amount as Opportunity Amount" option will now be applied. Previously it only had an effect on writing to the opportunity when the option to write line items was not checked.