407-248-1481

QuoteWerks Update Center

Update Center home

Search 

Version: Build


Version 5.1 Build 4.33 Summary
54 New, 52 Fixes, and 11 Miscellaneous features Released on 02/03/2016
View all features/fixes from all builds of version 5.1

Download (106 MB)

New Features - Build 4
 1. ConnectWise 2016.1 is now supported!

 2. Maximizer 2016 (v14) is now supported!

 3. LineNumbering feature. There are two new macro fields DocumentItems.&LineNumber and DocumentItems.&LineNumberActual. By default these will not be visible columns. You can make them visible choosing the View->Customize columns menu. They are also available for use in the print layouts. Any lines with the Excluded=Yes or PrintLine=No will automatically not be numbered. In addition you can set the following options on the Print tab of the Tools->Options menu that control which line items are numbered: "Don't number Heading lines, "Don't number Comment lines", "Don't number Empty Comment lines", "Don't number Group Member lines", "Don't number % Charge lines", "Don't number % Discount lines", "Don't number SubTotal lines", "Don't number Running SubTotal lines", and "Don't number Summary lines". The DocumentItems.&LineNumber feature is designed based on the need to uniquely identify a line on the quote primarily for purposes of talking with the customer about it over the phone or by email. The DocumentItems.&LineNumberActual is designed so that you can see the line numbers for each row at the same time, so that there is always a visual indicator displayed for each line so you no longer have to click on a line to see what line number it is.

 4. You can now highlight line items using up to 5 pre-defined highlight colors. Simply select or multi-select line items and click on the highlighter icon above the grid on the DocumentItems tab. This feature gives you the ability to tag/highlight line items in a way that you can use as a visual aide in reminding yourself that you need to complete something on these line items. You can combine this with the Notes column to enter in notes for yourself regarding what you need to do with the line item. This is a very useful productivity tool! The highlighting is only seen in the QuoteWerks quote, it will not been seen by the customer in the PDF output or when uploaded to QuoteValet.

 5. Double-clicking on a FPC layout or Word document on the Primary or Additional tab of the Print Document window will now run/merge just that FPC layout or Word document file and then preview it. Double-clicking used to edit the layout or Word file. This is a quick preview feature for that layout that does not include cover page, literature, etc. It is useful for looking over details that need to be double checked, typically literature, spec sheets, etc are static items that do not need to be reviewed every time.

 6. For SYNNEX online ordering, re-designed the way addresses are selected for the ShipTo, EndUser, and Reseller fields on the order form. Especially when the items in the online order are from multiple orders, you will now be able to select any of the addresses from any of the orders related to these items. The addresses include the Soldto, ShipTo, BillTo, and Sales Rep location.

 7. For salesforce.com users with multiple currencies activated for Price Books, re-designed how the currency is selected on the Create/Update Opportunity window. Also added some site.ini settings under the [Contact Managers] section. You can add the key "SFPriceBookISOCurrencyCodeList=AUD,NZD,USD,CAD,EUR,GBP" to control which currencies are displayed as choices. You may have 10 price books in salesforce.com but only want to show a couple on the QuoteWerks Opportunity window. You can also set the key "SFOppPriceBookInclusionList=Silver Price List,Gold Price List" to control that. Lastly, if you want the default currency selected for the Opportunity PriceBook to be the Alternate Currency selection in QuoteWerks, you can set the key "SFOppPriceBookCurrencyCodeDefaultToAlternateCurrency=-1"

 8. For salesforce.com users you can now select the Standard Price Book as the Price Book for the Opportunity when creating or updating a salesforce.com opportunity.

 9. On the Open Document window there is a now a new "QuoteValet Document ID" column. You can use this to see if you have uploaded the document to QuoteValet. You can sort on this column and very easily see a list of documents that have been uploaded and not been uploaded.

 10. On the Edit Product window the UI size of the 255 character Notes text box was increased so that you can see and enter all 255 characters.

 11. The Add Item Assistant window is now larger. The form is taller and wider, the description column is wider and more optional items are displayed vertically.

 12. When editing the layout FPC files and you choose File->Printer Setup this will embed the page size into the FPC file and whenever that fpc file is printed (especially to a PDF file), it will use the page size embedded in the FPC file.

 13. On the DocumentItems tab, the width of the description column of the drop down list for the CostModifier and PriceModifier cells was widened by 40%.

 14. The width of the Print Selections display area on the Print window has been increased by 32%.

 15. Added new macro fields: &SYS_FirstDayOfCurrentYearForSQL, &SYS_LastDayOfCurrentYearForSQL, &SYS_FirstDayOfLastYearForSQL, and &SYS_LastDayOfLastYearForSQL. These are especially useful in report filters.

 16. Added new user preference "Auto-close Bundle window after selecting bundle" on the Misc tab of the Tools->My Preferences menu. When on the Bundles window and choosing to add/insert a bundle into the quote, this option will be used.

 17. Added new user preference "Prompt for Bundle Quantity" on the Misc tab of the Tools->My Preferences menu. When on the Bundles window and choosing to add/insert a bundle into the quote, this option will be used.

 18. Added a new column "Exclusive Option Group" for the Document Items tab. This will display the mutually exclusive Group that the line item belongs to - if the item is an optional item.

 19. On the Open Document window you can now search the DocNo field by "Begins with", "Contains" and "Ends with".

 20. On the Open Document window you can now search the DocName field by "Begins with", "Contains" and "Ends with".

 21. On the Open Document window you can now search the DocStatus field by "Equal to", or "Begins with".

 22. There is now an installation option to not install the help files. Since there are over 2500 files in the help system, this speeds up installation time significantly.

 23. All the default layouts have been updated to use the new LineNumbering macros DocumentItems.&LineNumber and DocumentItems.&LineNumberActual as needed.

 24. When adding a new % Charge line item, the default TaxCode is set based on the DocumentItems tab of the Tools->Options menu.

 25. MS CRM 2016 (v8.0) is now supported! [Service Release: 4.14]

 26. For salesforce.com users, there is now a "Write Products into Opportunity" option on the Create/Update Opportunity window. This enables you to choose to write the products into the opportunity at each save. Sometimes you are in the initial stage of quoting and do not have a complete list of products, so rather wait until you are ready to upload the opportunity products. Additionally this speeds up the save process. This option will only appear if the "Write Products into Opportunity" option on the Setup window is checked. [Service Release: 4.14]

 27. For salesforce.com users, you can now populate the salesforce.com opportunity with the Alternate Currency amount from the quote. This is activated with the site.ini setting, under the [Contact Managers] section, with the key SFOppPricingUseAlternateCurrency=-1. [Service Release: 4.14]

 28. For Salesforce.com users, when writing line items to the Opportunity, any errors encountered will be saved until all items have been attempted to be written into the opportunity, then one error message will be displayed containing possibly error messages about multiple items. [Service Release: 4.14]

 29. For Salesforce.com users, when QuoteWerks is finished saving the opportunity, attachment, etc to salesforce.com it will display a message in the status bar on the right side like "Save 'FLAQ2249' to Salesforce.com complete 1:19:27 pm". [Service Release: 4.14]

 30. On the File Links tab, there is a new menu option to "Add a Folder Link". [Service Release: 4.14]

 31. When cloning a print layout you can now specify the name of the FPC file. [Service Release: 4.14]

 32. When creating, editing, or cloning users it will be logged in the event log file (event.log). [Service Release: 4.14]

 33. On the Apply To tab of the User Properties window, when settings are applied to other users it will be logged in the event log file (event.log). [Service Release: 4.14]

 34. On the Login tab of the User Properties window, when Master Rights is assigned to a user it will be logged in the event log file (event.log). [Service Release: 4.14]

 35. On the Apply to tab of the Customize Document Columns window, when a user applies settings to all users or selected users, it will be logged in the event log file (event.log). [Service Release: 4.14]

 36. On the Apply to tab of the Customize Product Database columns window, when a user applies settings to all users or selected users, it will be logged in the event log file (event.log). [Service Release: 4.14]

 37. QuickBooks Canada 2016 is now supported! [Service Release: 4.15]

 38. Effective March 11th, 2016 SYNNEX now requires all xml queries to be sent using the TLS 1.1 protocol. QuoteWerks now supports this. The TLS 1.1 protocol is not available on Windows XP machines, so any users that wish to use QuoteWerks (or any other software) to interact with SYNNEX XML services will need to be running the software on Windows Vista or higher. Additionally TLS 1.1 requires that the Microsoft .NET framework version 4.5 be installed and Internet Explorer (IE) 11 or higher needs to be installed. In Microsoft IE, TLS 1.1 must be enabled. To enable, click on the Gear/Settings button in IE and select Internet Options from the menu. Go to the Advanced tab, and under the Security section, make sure that TLS v1.1 is checked. [Service Release: 4.21]

 39. For Dell Premier Customers, When placing an online order with Dell, there is now an option to pay with terms or credit card. Prior to this update, online orders with Dell would be placed on terms. [Service Release: 4.21]

 40. For Tech Data online ordering, re-designed the way addresses are selected for the ShipTo and EndUser on the order form. Especially when the items in the online order are from multiple orders, you will now be able to select any of the addresses from any of the orders related to these items. The addresses include the Soldto, ShipTo, BillTo, and Sales Rep location. [Service Release: 4.21]

 41. For Ingram Micro online ordering, re-designed the way addresses are selected for the ShipTo, EndUser, and Reseller fields on the order form. Especially when the items in the online order are from multiple orders, you will now be able to select any of the addresses from any of the orders related to these items. The addresses include the Soldto, ShipTo, BillTo, and Sales Rep location. [Service Release: 4.21]

 42. For D&H online ordering, re-designed the way addresses are selected for the ShipTo fields on the order form. Especially when the items in the online order are from multiple orders, you will now be able to select any of the addresses from any of the orders related to these items. The addresses include the Soldto, ShipTo, BillTo, and Sales Rep location. [Service Release: 4.21]

 43. For Dell online ordering, re-designed the way addresses are selected for the ShipTo and Billto fields on the order form. Especially when the items in the online order are from multiple orders, you will now be able to select any of the addresses from any of the orders related to these items. The addresses include the Soldto, ShipTo, BillTo, and Sales Rep location. [Service Release: 4.21]

 44. When displaying payment options in the print output, there is now an option to not show the selection brackets like "[ ]" when there is only a single payment option. To activate this, in the site.ini under the [Defaults] section, add the key LeasingPaymentOptionPrefixHideIfSingleOption=-1. [Service Release: 4.21]

 45. For QuickBooks users, the time it takes to load the Setup window has been reduced dramatically. [Service Release: 4.21]

 46. When a line item is already highlighted in Yellow and you click on the button portion of the highlighting menu button (which normally causes the line to be highlighted yellow), it will remove the highlighting. Essentially, pressing this button repeatedly will toggle the line item highlight between yellow and no highlight. [Service Release: 4.21]

 47. The CTRL-` key combination will now cycle between tabs on the Quote WorkBook. The CTRL-TAB key combination already cycles between currently open Quote WorkBooks. [Service Release: 4.21]

 48. The Edit->Insert Heading now has a CTRL-H keyboard shortcut. [Service Release: 4.21]

 49. While using the Zoom Description Window, you can now use the CTRL-A Keyboard combination to select all text in the Zoom Text. [Service Release: 4.21]

 50. The Product Content Subscription now has PartLocator support for SYNNEX Canada. We've negotiated an arrangement with SYNNEX Canada to host their parts list to provide our mutual customers with a better ability to locate SYNNEX Canada part numbers when quoting. [Service Release: 4.21]

 51. Tech Data Belgium Real-time Pricing & Availability is now supported! [Service Release: 4.21]

 52. ConnectWise 2016.2 is now supported! [Service Release: 4.21]

 53. For Ingram Micro online ordering users, if you are placing a Dtype order specifying End User information, you no longer have to remember to set the ShipVia to Other. Behind the scenes, it will ignore the ShipVia selection and set it to Other internally since that is what is required by Ingram for a Dtype order. [Service Release: 4.24]

 54. ConnectWise 2016.3 is now supported! [Service Release: 4.33]

Misc Features - Build 4
 1. Activated Beta testing support for MS CRM v8.0 (2016).

 2. On the Management Reports window double-clicking on a report now runs the [Preview] action instead of the [Edit] action.

 3. The Misc tab of the Tools->My Preferences menu now has sub-tabs of General and Printing.

 4. The contact import feature is now more robust, it can handle more bad data situations like inconsistent number of columns, mismatched delimiters, etc.

 5. DTF file synchronizing updated to be based on the truly globally unique DocumentHeaders.RecGUID field vs the DocumentHeaders.DocNo field. Prior to this change, documents with duplicate DocNo values could cause incorrect replacement or duplications when performing linked document merging, dtf opening, etc.

 6. The option to "Embed fonts in PDF file" on the Misc.printing tab of the Tools->User Preferences has been removed. Now, fonts will always be embedded. Without embedded fonts, the PDF preview the sender sees will not look the same to the recipient if the recipient does not have the same fonts installed on their computer.

 7. The columns on the Open Document window can now be customized by editing the {username}.ini file. Under the [OpenWindowGridSettings] section, modify the "ColumnNames=" key to include the additional DocumentHeader fields. [Service Release: 4.14]

 8. Activated Beta testing support for Act for Web v18. [Service Release: 4.14]

 9. The startup splash screen now shows each product data source name that it is loading during startup. [Service Release: 4.21]

 10. When creating a contact in Autotask, the status message was saying "Creating contact in ConnectWise" [Service Release: 4.21]

 11. For salesforce.com users, widened the opportunity name drop down by 35%. [Service Release: 4.33]

Fixes - Build 4
 1. For Autotask Users, when the Autotask Product Item Name Mapping was not ManufacturerPartNumber, an error could occur when attempting to use an existing Autotask Service Item when creating/updating an Autotask Quote.

 2. When using the OpenICEcat integration to retrieve product information for "Lenovo" products, a message would be returned stating "Real-time Product Content not available" and the content would not be returned from OpenICEcat.

 3. Using the Recent Templates feature, after 9 different templates were used would get Run-time error '35600': Index out of bounds.

 4. On the SYNNEX online ordering End User tab, the Clear button did not clear the fax number.

 5. On the main QuoteWerks window in the status bar area, the section that would display, for example, "Ln 1/9" that displayed the total lines in the quote and the current line number the cursor was in would become invisible after closing a quote and would not appear again until QuoteWerks was restarted.

 6. For Act for Web users, Error in CreateOrUpdateACTForWebActivity() retrieving Activity Details! Object reference not set to an instance of an object. Issue Introduced in v5.1 Build 2.25.

 7. For GoldMine users, when a record was owned by a Group and the record was completely curtained, QuoteWerks would not return this record in a contact search result even if the logged in user was a member of the Group that owned the record.

 8. For salesforce.com users would receive Fault Code (QWSALESFORCE_UNKNOWN) not valid for the type xsd:double, when trying to populate salesforce.com number fields with QuoteWerks macro fields that contained the currency symbol using the DataLink.

 9. When the Printer Setup in the layout file (FPC file) was set to Legal size paper and a PDF was generated from this, the PDF page size would be letter size, not legal size. With this fix, the the Legal Paper size under the Printer Setup of the layout file must be re-selected and saved to fix this issue.

 10. If a PDF file page size is legal and a printer is selected that does not have a legal paper tray, the printer will prompt you to insert legal size paper.

 11. When merging word documents and converting the output to a PDF file, sometimes Arial font would be swapped for Times Roman font and some text would get overlapped.

 12. When printing, the printer color selection of color or black and white is now being obeyed.

 13. When printing the paper source selection is now being obeyed.

 14. Issue with determining SQL Server version for SQL Server 2012 for the "CU" cumulative update notation like "SQL Server 2012 (SP3-CU1)".

 15. If a document was already open by a user on the system and another user tried to open that same quote by double-clicking on a linked document in a CRM, or by double-clicking directly on a DTF file, you would receive a notice that the file was already open but would not get the options to [Open as Ready only copy].

 16. Tooltips were incorrect for the Move up and Move down print selection buttons on the Print window.

 17. For salesforce.com users, when updating a salesforce.com opportunity with products and currencies were turned on for the product database, would receive error "error 76 Pricebook currency code mismatch".

 18. For customers with the comma as the decimal separator, the numbers on the payments frame on the Sale Info tab of the Quote WorkBook would be displayed incorrectly. [Service Release: 4.14]

 19. When synchronizing product databases and choosing not to synchronize a specific product database, the DataSource record was still getting updated. [Service Release: 4.14]

 20. Print layout text fields will now like TaxCode will not print a value in the print layout if the line type is a comment line, since in the Quote WorkBook grid this field is blanked out. [Service Release: 4.14]

 21. The "Totals for selected items" display when no line items were selected was not taking into account the "Include First payment" option for recurring line items or recurring groups. Also when a recurring line item is selected that has the "Include First payment" option set, the amount will be included in the "Totals for selected items" display, also when a Recurring Group Header line is set. [Service Release: 4.14]

 22. When printing and a part number references a spec sheet that is stored outside of the \QuoteWerks folder, it would print fine the first time you selected it, but then subsequently on the Print window it would indicate the spec sheet was missing. [Service Release: 4.14]

 23. On the File->Duplicate window, when you select a Document Type, it was not defaulting the DocStatus to the default setting for the DocStatus for a new document of that Document Type. [Service Release: 4.14]

 24. On the Literature tab of the Print Window, when choosing to Insert Literature File and the file already existed in the Literature would encounter error 13. [Service Release: 4.14]

 25. On the Preview window, starting on page 1 and clicking on the [Next] button would skip to page 3. [Service Release: 4.14]

 26. When printing in landscape mode, the printer was being told to print in portrait, resulting in the printer asking for a custom paper size. Issue introduced in v5.1 Build 4.00 [Service Release: 4.14]

 27. While editing an FPC layout file that was set to landscape mode, if you re-opened it, it would display the rules in portrait mode and also when printing it, it would print in portrait, ignoring the landscape selection. Any FPC files that were saved that experienced this issue will need to be re-opened, to reselect the Printer Setup and choose landscape and save the FPC file to correct the issue. [Service Release: 4.14]

 28. For QuoteValet Web users, users with the security right "CannotUseQuoteValetLicense" were not available to QuoteValet Web for historical reporting purposes. [Service Release: 4.14]

 29. When emailing a quote from the preview window, it was not obeying the Tools->My Preferences options for "Merge Literature with primary quote PDF", "Merge Spec Sheets with primary quote PDF", or "Merge File Link with primary quote PDF". Note that the preview will be a preview of all the items merged into a single PDF, but when you email from this window, it will separate out the PDF files in the email attachments area. [Service Release: 4.14]

 30. On the Print window, when the Primary layout was unselected so that no Primary Layouts were selected the "Primary" tab would still show "Primary [1]". [Service Release: 4.14]

 31. For Salesforce.com users, Inactive values for the Opportunity Stage Picklist on the opportunity save window were appearing. [Service Release: 4.14]

 32. For Salesforce.com users, when writing line items to the Opportunity, a status screen was not displaying the progress. [Service Release: 4.14]

 33. For Salesforce.com users, the setup option of "Update salesforce.com Opportunity name with Document name." was not being obeyed. [Service Release: 4.14]

 34. Error in Word Merge "The Field Name 'xxxx' specified in the DocumentItemsReturnFieldArrayIndex() function was not found." Introduced in v5.1 Build 4.14. [Service Release: 4.15]

 35. During the node installation, the Start menu program group names of previous versions like QuoteWerks 4.8, QuoteWerks 4.9, and QuoteWerks 5.0 were getting left behind instead of being renamed to the current version of QuoteWerks being installed. This has been improved, but if newer and older data still exist, manual cleanup will be required. [Service Release: 4.15]

 36. During the node installation, the Windows Uninstall entries were being left behind for older versions. [Service Release: 4.15]

 37. For Ingram Micro online ordering, choosing a Pricing Type that was not commercial was not displaying the "Government & Educational Details" frame. [Service Release: 4.21]

 38. When importing DTF files would receive "Error 3265 - Item cannot be found in the collection corresponding to the requested name or ordinal." about the DocumentItems.LineNumber field. [Service Release: 4.21]

 39. Would receive error "RowRef xin lookup table did not exist!" error when exporting a PO to QuickBooks Canada. [Service Release: 4.21]

 40. For QuickBooks users, when loading the Setup window for users with large numbers of Items in QuickBooks, like 85,000 items, could encounter Error 14 Out of String Space. [Service Release: 4.21]

 41. for salesforce.com users, when non-adminstrator users try and save products into the salesforce.com Opportunity would receive error: *Error adding product in opportunity! Fault Code (107). Unable to create/update fields: TotalPrice. Please check the security settings of this field and verify that it is read/write for your profile or permission set. This product will not be included in the salesforce.com Opportunity. [Service Release: 4.21]

 42. Error inserting a document using the File->Insert Document menu. Error in GetDynNumFld, field = LineNumberActual' Error (3265) Item cannot be found in the collection corresponding to the requested name or ordinal. Also error in UI_InitializeWorkBookGrid. [Service Release: 4.21]

 43. When using the &LineNumberActual field in a print layout received error "The ValueName '&LineNumberActual' was not found in DHGetEx() or ReturnSystemMacro() [Service Release: 4.21]

 44. When opening a quote would sometimes receive error like "Error opening recordset in ConnOpenRecordset(): Error (-2147217900) Incorrect syntax near 'A26DDA8F4DF6963FE629216E7534'. adoConnState=1 SQL=SELECT DocNo, ID FROM DocumentHeaders WHERE RecGUID=6979A26DDA8F4DF6963FE629216E7534" [Service Release: 4.22]

 45. If a quote was saved and then uploaded to QuoteValet, and then closed without any more changes, the DTF file was not being re-saved. This would cause issues when the "Look for synchronized data in dtf files" option was set on the Synchronization tab of the Tools->Options menu. Combined with the Daylight savings time change, it would appear that the older DTF file was newer resulting in the quote from the database being replaced with a version of the quote that did not have the QuoteValetDocumentID saved into it, so the QuoteValet tab would be disabled even though the quote had been uploaded to QuoteValet. After applying this fix you will need to choose the Utilities->Rebuild CM Transport files to rebuild all the DTF files with current data from the database. Also QuoteWerks now checks for if the QuoteValetDocumentID exists in the database, but not in the DTF, in which case it will now prevent you from replacing the database when attempting to replace the database record with the data from the DTF file which prevents you from updating the database record with the data from the DTF file. [Service Release: 4.23]

 46. Error in GetDynTextFld, field = QuoteValetDocumentID' when merging remote documents. [Service Release: 4.24]

 47. When right clicking and choosing Append paste on a Native Product database grid when the product database does not have the option to show all products and there are no products currently displayed in the grid, would receive Run-time error '3705': Operation is not allowed when the object is open. This issue was introduced in v5.0 build 4.08. [Service Release: 4.30]

 48. For salesforce.com users in regions where the comma is the decimal separator would receive error Fault Code (QWSALESFORCE_UNKNOWN). '[UNITPRICE]' is not valid for the type xsd:double when creating/updating the salesforce.com opportunity. [Service Release: 4.30]

 49. When using the DocFunctions.DocumentPrint API and passing the parameter of qwPrint and specifying a Printer name, QuoteWerks was prompting to confirm the printer selection instead of silently printing. [Service Release: 4.30]

 50. The DocumentItems.LineNumber field was still in the database that was installed when installing a fresh copy of QuoteWerks, even though the LineNumber database field was removed in v5.1 Build 3.00. [Service Release: 4.33]

 51. For salesforce.com users, if the decimal separator for fractional numbers was a comma, then when updating an opportunity the close probability would be multiplied by 10. [Service Release: 4.33]

 52. For Tech Data Europe Real-time users (Including Tech Data UK/Computer 2000), an error regarding XML formatting was received when requesting pricing and availability. [Service Release: 4.33]