407-248-1481

QuoteWerks Update Center

Name: QuoteWerks
Address: 4901 Vineland Road Suite 250, Orlando, FL, 32811
Telephone: +1 (407) 248-1481
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Update Center home

example: QuoteValet "payment option" -deposit

Version 23. Build 2.09 Summary

24 New, 36 Fixes, and 4 Miscellaneous features Released on 03/03/2023 View all features/fixes from all builds of version 23. Download (99.5 MB) See a video showcasing the new features.
New Features - Build 2
	1. Act! for web v24.1 is now supported! [Service Release: 2.01]
	2. Autotask 2023.1 is now supported! [Service Release: 2.01]
	3. Autotask 2022.3 is now supported! [Service Release: 2.01]
	4. GoldMine 2023.1 is now supported! [Service Release: 2.01]
	5. SugarCRM version 12.3 is now supported! [Service Release: 2.01]
	6. The Bundles window has been redesigned. You can now see the Bundle Items for each Bundle as you select it. Also you can now search for a Bundle Item Manufacturer Part Number making it much easier to find items you are looking for. There is also a right click "Copy Part Number" menu on the Bundle Items list. [Service Release: 2.01]
	7. The Required Items window has been redesigned. You can now see the Required Items for each item as you select it. Also you can now search for a Required Item Parent or Required Item Child making it much easier to find items you are looking for. There is also a right click "Copy Part Number" menu on the Required Items list. [Service Release: 2.01]
	8. The Optional Items window has been redesigned. You can now see the Optional Items for each item as you select it. Also you can now search for an Optional Item Parent or Optional Item Child making it much easier to find items you are looking for. There is also a right click "Copy Part Number" menu on the Optional Items list. [Service Release: 2.01]
	9. The Substitute Items window has been redesigned. You can now see the Substitute Items for each item as you select it. Also you can now search for a Substitute Item Parent or Substitute Item Child making it much easier to find items you are looking for. There is also a right click "Copy Part Number" menu on the Substitute Items list. [Service Release: 2.01]
	10. On the Required Items tab of the Edit Product window, if you remove the last Required Item, you will now be asked if you want to remove the Required Item Header record. Also on this tab it will now display if the Required Items list is shared with the same part number in other product databases. [Service Release: 2.01]
	11. On the Product Lookup window, when you delete a product, if this product has a Required Item Header record, the Header record and all the Required Items records will be deleted also. [Service Release: 2.01]
	12. Added LineNumber and LineNumberActual fields to the DocumentItems database table. Previously they were only in-memory macros and not available in Reports or for QuickBooks exports. These fields will be empty for any existing documents, but will be populated when you open and re-save the document. [Service Release: 2.01]
	13. For Autotask users, Autotask can now be used as a Secondary CRM. The Secondary CRM feature makes it possible for you to use your Primary CRM to create quotes and do all the back and forth, and then when the Quote becomes an Order, then you can use the Secondary CRM feature to integrate the Order including creating the customer, opportunity, products, etc in the Secondary Contact Manager. The benefit is that you can fill one CRM system with all quotes, leads, and products that you may never sell, and then only push orders, actual customers, actual products you have sold into the Secondary CRM system. The Secondary CRM can be selected on the Contacts->Setup Contact Manager window. There is a setup option of "Display Secondary CRM Export Window on each Save" which, if checked, will automatically pop up this export window after conversion to an Order, and after each save. You can access this feature using the Tools->Export to Secondary CRM menu. [Service Release: 2.01]
	14. For ConnectWise and Autotask users, now that there are two CRMs supported for the Secondary CRM feature, the Tools->Export to ConnectWise menu has been renamed to Tools->Export to Secondary CRM. Also the setup for this Secondary CRM feature is now located on the Contacts->Setup Contact Manager window. [Service Release: 2.01]
	15. In the Paste Special Wizard when selecting a field to map there is now a search feature so you can find a field to map faster. [Service Release: 2.01]
	16. Added DataManager support for PRICING.PricingProfileNames, PRICING.PricingProfiles, PRICING.PriceModifers, EXRATES.ExchangeRates, and LOOKUP.LookupItems tables. In the process added RecGUID, CreatedOn, and LastModifiedOn fields to these tables. [Service Release: 2.01]
	17. For QuoteWerks Contact database users, you can now search for a QuoteWerks Contact Database contact by the CustomText01 and CustomText02 fields. [Service Release: 2.01]
	18. For SYNNEX online ordering users, added new warehouses, "Suwanee, GA", "Swedesboro, NJ", "South Bend, IN", "Fontana, CA", also changed warehouse code from #14 to #50 for "Columbus, OH". [Service Release: 2.01]
	19. For API users, added AddonText01 field to the PRICING.PricingProfileNames, PRICING.PricingProfiles, PRICING.PriceModifers, EXRATES.ExchangeRates, and LOOKUP.LookupItems tables. [Service Release: 2.01]
	20. The Configurations window has been redesigned. You can now see the Selection Container Items for each Configuration as you select it. Also you can now search for a Selection Container Item Manufacturer Part Number making it much easier to find items you are looking for. [Service Release: 2.01]
	21. For QuoteValet users, added support for Opayo payment gateway, this is the replacement for Sage Pay. [Service Release: 2.05]
	22. For online ordering users for SYNNEX, Ingram Micro, and D&H, when the distributors change their warehouses, there is now a mechanism in place to receive the updated warehouse list without having to update the desktop version of QuoteWerks. [Service Release: 2.05]
	23. For SYNNEX Canada online ordering users, added "MISSISSAUGA, ON" warehouse and changed HALIFAX, NS" warehouse to "DARTMOUTH, NS". Also the "RICHMOND, BC" warehouse code changed. [Service Release: 2.05]
	24. Autotask 2023.2 is now supported! [Service Release: 2.09]
Misc Features - Build 2
	1. For Autotask users, the Autotask API now has a version property that is now being checked to help ensure compatibility between Autotask and QuoteWerks. [Service Release: 2.01]
	2. Renamed the ExchangesRates.ExchangeRate field to ExchangeRates.ConvertToRate and renamed the ExchangeRates.WeightedOffset field to ExchangeRates.ConvertFromRate for clarity. [Service Release: 2.01]
	3. In Settings Manager, when selecting UserSettings, the user will now default to the logged in user vs the first user name in the list. [Service Release: 2.05]
	4. For Act for Web users, the Actual Close Date field has been disabled. The Actual Close Date will be set to the current close date by Act for Web regardless what is sent through the API. [Service Release: 2.09]
Fixes - Build 2
	1. For Act for Web users, the PostalCode was not being displayed on the lookup window for online users. [Service Release: 2.01]
	2. For ZohoCRM users, when retrieving an existing ZohoCRM deal on the Deal window, the owner combobox would default to the first user. [Service Release: 2.01]
	3. When entering Tools->Options, and then exits the Options window, returning to Tools->Options Document tab, the Due Date number of days was reduced by a day. [Service Release: 2.01]
	4. For API Users, the qw.dll backend dll would display error about an empty TenantAccountNumber_Readyonly entry when accessing the .Installations property and one of the installations was using DBHosting. [Service Release: 2.01]
	5. When creating a new document from a template, the template's transaction log was being copied into the new document. [Service Release: 2.01]
	6. For SYNNEX online ordering users, when an order was placed and you requested that an item be shipped from a specific warehouse but SYNNEX could not oblige, SYNNEX would create a duplicate line in the order status with the only difference being the "Code" of QO vs SO. Now, the QO coded data will be ignored. [Service Release: 2.01]
	7. For SYNNEX online ordering users, when order status was requested, SYNNEX would first return a QO code with an Order Number, but then later change the code to SO and return a different SO number and possibly change the OrderedQty. Now, the QO coded data will be ignored. [Service Release: 2.01]
	8. For Autotask users, the Labor search was showing inactive items. [Service Release: 2.01]
	9. For SugarCRM users, the Phone search on the Contact Lookup was not bringing back search results if the phone number did not match up perfectly. [Service Release: 2.01]
	10. When cloning a report, if you clicked [Save] and then clicked [Save & Close] the report would be cloned again. [Service Release: 2.01]
	11. When attempting to delete a report would receive an error about 'unknown database'. [Service Release: 2.01]
	12. 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. [Service Release: 2.01]
	13. For MS CRM users, creating a new Order and saving would cause an error. [Service Release: 2.01]
	14. For MS CRM users, if a custom OptionSetValueCollection field was used for datalinking a contact or an account, the field in QuoteWerks was not being updated. [Service Release: 2.01]
	15. For MS CRM users, creating a new Order and saving would not populate the Actual Revenue or Estimated Revenue fields on the opportunity. [Service Release: 2.02]
	16. For API users, the method ItemFunctions::MLIBufferAppendPaste would silently fail if called on a locked document. [Service Release: 2.02]
	17. Newer Windows versions such as windows 11 or windows server 2022 were not being detected (the version detection issue was not causing an issue for QuoteWerks users). [Service Release: 2.02]
	18. For QuickBooks Desktop users, overflow error 6 On the QuickBooks Integration Setup window. If the QuickBooks file had more than 32,767 Non-Inventory Items, would receive an overflow error when attempting to load a list of all the Items for you to choose which item name to map the QuoteWerks Shipping Item to. Now any Items after the first 32,767 will not be included in the list. [Service Release: 2.02]
	19. If you opened the print window, and you had more than just a layout selected in your print selections, and then you did the sequence of editing the layout, choosing Save and Preview, then closing the Preview, then closing the layout editor, then closing the Print window. If you opened the Print window again, all your print selections would be missing except for the layout you edited. [Service Release: 2.05]
	20. On the GetSaveFile window, if Append Subfolder feature was not activated and you chose a file directly with the windows file selection dialog button, then the folder path combobox value would not be changed on the GetSaveFile window. [Service Release: 2.05]
	21. From the Purchase orders tab on the Purchasing window, right clicking on a Purchase Order and choosing "Save PO as PDF", for customers in the UK, the GBP symbol is not displaying correctly in the PDF. [Service Release: 2.05]
	22. The date/time columns on the Open Document window and File->Insert Document window were displaying the times in UTC instead of local time. [Service Release: 2.05]
	23. Would receive SQL query error when filtering on a date field with the operators of 'Greater than', 'Greater or Equal', 'Less than' , or 'Less or Equal' and leaving the search value blank. This would happened on the Open Document window and also the Opportunities Dashboard. Also when filtering by only a date when the field was a date/time field, sometimes expected results would not be returned due to UTC offset. [Service Release: 2.05]
	24. For Act for Web users, the Estimated Close Date was being decreased by one day after every additional save. [Service Release: 2.09]
	25. For Act for Web users, the Estimated Close Date was being set to the current date the Opportunity was closed. [Service Release: 2.09]
	26. For ZohoCRM users, when creating a new contact in ZohoCRM, the contact was not showing in the Contact Lookup search until the next day. [Service Release: 2.09]
	27. For ZohoCRM users, the Call Purpose and Call Result controls were not disabled when selecting the call type as Inbound. [Service Release: 2.09]
	28. For MS CRM users, when creating a new ORDER, the order itself is not listed in the MS CRM Collateral\Orders page. [Service Release: 2.09]
	29. 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. [Service Release: 2.09]
	30. 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. [Service Release: 2.09]
	31. When using the command line option /s: for silent, and running a report with the /r: command line, you would receive a message box about "The report has been exported". [Service Release: 2.09]
	32. For Substitute Items, when editing the Substitute Item Set Name, the Set Name would be cleared. Also, when right clicking on Substitute Items menu on Product Lookup it would not display the list of substitute items or when choosing the Tools->Show Item Substitutes menu. [Service Release: 2.09]
	33. When clicking on the [Generate Command Line Option] button on the General tab of the Edit Report window, the command line was missing the ":" in the "/r:". [Service Release: 2.09]
	34. On the Send E-mail window, when selecting the Address book and choosing the "Manual Recipient" List, and then creating a new manual recipient would receive an error about duplicate data. [Service Release: 2.09]
	35. On the Product Lookup window if you right clicked on a product and chose 'Show product price history' or 'Show product price history for customer' or from the Quote Workbook, Tools ->Find Quoted Item actions would receive a SQL error. [Service Release: 2.09]
	36. Addressed an issue with the Date/Time format for users with a Microsoft SQL 2019 and newer backend when integrating with ConnectWise PSA (formerly Manage), Kaseya BMS, Act! for Web, and QuickBooks Online. [Service Release: 2.09]

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