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Version 26.0 Build 2.07 Summary
7 New, 13 Fixes, and 2 Miscellaneous features Released on 03/06/2026
View all features/fixes from all builds of version 26.0

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New Features - Build 2.07
 1. Autotask 2026 is now supported!

 2. For Act for Web users, version 27.0 is now supported.

 3. For HubSpot users, the default pipeline can now be mapped to the QuoteWerks sales rep.

 4. For HubSpot users, the Deal window load time has been decreased by 87 percent.

 5. For HubSpot users, existing Deals are only loaded when you select the Deal dropdown control on the Deal window.

 6. For HaloPSA users, added support for mapping the Categories field from HaloPSA to the QuoteWerks Item Types field. Existing HaloPSA product data sources will need to be removed and re-added to access the new mapping option.

 7. For TD Synnex users, the Online Ordering integration has been rewritten and moved to .NET. Some of the improvements include when entering Pricing Override notes on a PO Item, the notes will be remembered if P&A is requested again and the Online Order Form is now resizable.

Misc Features - Build 2.07
 1. Changes made to catch Nan situations.

 2. Changes made relating to checking to see if internet connection is available for all web based crm initializations.

Fixes - Build 2.07
 1. For Salesforce users, fixed an issue where doing a lookup search could return an object reference error.

 2. For ACT! for Web users, resolved an issue where some fields could not be read from or written to ACT! for Web using DataLinks.

 3. For Pipedrive users, fixed an issue where the contact email address could be missing when selecting a Sold To record from an Organization search.

 4. For Pipedrive users, fix an issue where certain Organization-level custom fields could not be pulled into QuoteWerks.

 5. For HaloPSA users, resolved ticket reassignment failures caused by agent calendar conflicts so users are no longer blocked when an agent is already scheduled.

 6. For HaloPSA users, resolved an error that could occur when emailing a quote with "Log sent e-mail in HaloPSA" enabled, preventing the email from being logged successfully.

 7. For HaloPSA users, fixed an issue where saving an opportunity could fail if the Details field contained special characters in the text.

 8. For HaloPSA users, fixed an issue where HaloPSA products would load correctly but could not be found using search filters.

 9. For Great America users, replaced repeated technical error pop-ups with a single, clear message when no lease options are available.

 10. Would receive runtime error 91 at the end of a SQL Rehost operation.

 11. For QuoteWerks Desktop users, printing multiple copies of a quote could result in the output being doubled (e.g., selecting 2 copies prints 4). This was caused by a print handling issue on certain Windows 11 builds and has been corrected so the selected copy count now prints as expected.

 12. For Arbitech users, when retrieving real-time pricing, some searches could return an "Unexpected XML format returned from Arbitech" error and no pricing due to the XML response format not being handled correctly.

 13. For Ingram Micro users, Resolved an "Error Converting Null to Double" issue that could occur when retrieving order status for certain Ingram Micro online orders.

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