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Version 5.5 Build 5.04 Summary
21 New, 21 Fixes, and 5 Miscellaneous features Released on 06/22/2020
View all features/fixes from all builds of version 5.5

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New Features - Build 5
 1. New "Apply Multi-Line Changes" menu under the Edit menu. This enables you to apply the same change to a specified column for every line that is selected in the Document Items grid. Certain columns have some special features, like the QtyBase, you can enter "*3" to multiply the Qty value by 3. Also, you can enter "++5" to add 5 to the value. You can also enter "++5%" to add 5% to the value. Using "--" will subtract the values. Similarly, the UnitCost, UnitPrice, UnitList support the "++5%", "++5", "--5%", "--5" features. This window remembers last column the changes were applied to, and remembers per field what value the field was last set to. There is also a "Apply Multi-Line Changes" toolbar button on the grid toolbar. [Service Release: 5.01]

 2. Added new integration to Kaseya BMS! The integration with Kaseya BMS includes the ability to search for contacts, create/update Opportunities, create/update Quotes, create/update Activities, and upload quote attachments to Kaseya BMS. The Kaseya BMS Product and Service Databases are available on the Product Lookup. Contact DataLink is supported. You can attach files to the Kaseya BMS Opportunity from the PDF Preview window, the Links tab, and the Print window. There is a button on the SoldTo/ShipTo tab to display the contact in Kaseya BMS. On the Links Tab, Auto Links are available for the SoldToContact, ShipToContact, BillToContact, Opportunity, Activity, and Quote that you can click to view the selected entity in Kaseya BMS. The Corporate Edition of QuoteWerks is required to integrate with Kaseya BMS. [Service Release: 5.01]

 3. For SugarCRM users, SugarCRM 10.1 is now supported! [Service Release: 5.01]

 4. For QuoteValet users, when setting the Deposit Method or Request Payment there is now the option "In QuoteValet, allow customer to pay full amount / remaining balance at any time." so that a customer can pay either the minimum deposit or the full amount. [Service Release: 5.01]

 5. For Ingram Micro USA and Canadian Customers, you can now view and import Ingram Micro Quotes created by Ingram Micro's sales reps for you, or created by yourself on the Ingram Micro website. You can choose from a list of Ingram Micro quotes created over the last 45 days, or enter in a specific Ingram Micro quote number. Once found, you can import all the quote details into the QuoteWerks quote, saving time and reducing data entry error. To use this feature, click on the IM button located on the grid toolbar on the Document Items tab. This functionality uses new Ingram Micro API Credentials which you will need to obtain on the https://developer.ingrammicro.com website. [Service Release: 5.01]

 6. For Autotask users, the Autotask Products Data Source on the Product Lookup window now displays a Categories folder which has a hierarchal tree view of all the Autotask Products Category levels. In Autotask, the Product Search does not have this treeview category search feature, so it will be easier to look for products based on category in QuoteWerks as opposed to Autotask! [Service Release: 5.01]

 7. For Autotask users, the Autotask Quote URL will now be available under the Auto-Links on the Links tab for Autotask Quotes the QuoteWerks Creates/Updates. [Service Release: 5.01]

 8. For Autotask users, an opportunity description field was added to the opportunity. [Service Release: 5.01]

 9. For Autotask users, QuoteWerks ItemType can now be mapped to Autotask categories when a new product is created in Autotask. [Service Release: 5.01]

 10. For Autotask users, QuoteWerks ItemType can now be mapped to Autotask serialized when a new product is created in Autotask. [Service Release: 5.01]

 11. For Autotask users, categories can now be mapped from Autotask to QuoteWerks when creating a new Autotask product data source. [Service Release: 5.01]

 12. For ConnectWise Manage Users, when adding Group/Bundle Members to a ConnectWise Manage Bundle, if the items had a Vendor or Vendor Part Number set in QuoteWerks, it will now be set in ConnectWise Manage as well. [Service Release: 5.01]

 13. For MS CRM (Dynamics CRM) users, the MS CRM Quote URL will now be available under the Auto-Links on the Links tab for MS CRM Quotes the QuoteWerks Creates/Updates. [Service Release: 5.01]

 14. For QuickBooks Desktop users, QuickBooks GROUP type items are partially supported. When you use a part number in a QuoteWerks line item that matches a QuickBooks part number that is already setup in QuickBooks as a GROUP type item, the description, price, and taxability from the QuoteWerks line item will not be used and will defer to those values as defined in the QuickBooks GROUP part number. When this happens, you will receive a warning to ensure you are aware this has happened. [Service Release: 5.01]

 15. For QuickBooks Desktop users, when exporting documents to QuickBooks, if for some reason the GrandTotals do not match, you will receive a warning message. This can happen when the tax rate specified in QuoteWerks is not matched with the tax rate item in QuickBooks. This can also happen when using a part number that is a QuickBooks GROUP type item. [Service Release: 5.01]

 16. Clicking in a cell in the Document Items grid now selects all the text in the cell by default. [Service Release: 5.01]

 17. You can now select the contents of the Qty column, and enter "*3" to multiply the Qty value by 3. Also, you can enter "++5" to add 5 to the value. You can also enter "++5%" to add 5% to the value. Using "--" will subtract the values. [Service Release: 5.01]

 18. Added CustomNumber03, CustomNumber04, CustomNumber05 DocumentHeader fields to Custom tab of Quote WorkBook. [Service Release: 5.01]

 19. A Grouped Bundle definition can now have a VendorPartNumber. [Service Release: 5.01]

 20. A Grouped Configuration definition can now have a VendorPartNumber. [Service Release: 5.01]

 21. On Open document window, added [F2Lookup] buttons for CustomText01 - CustomText06, and other various fields on the "More" tab. Double-clicking in these fields now just highlights text instead of brining up the F2Lookup. The same changes were applied to the Document Name field on the Save window. [Service Release: 5.01]

Misc Features - Build 5
 1. "QuoteValetWeb" Misc Access Rights have been renamed to "QuoteValetInsight". [Service Release: 5.01]

 2. Edit->Zoom Description menu was removed...double-clicking in the Description cell performs this action. [Service Release: 5.01]

 3. The Edit->Apply Quantity menu was removed. This action can now be performed with the Edit->Apply Multi-Line Changes menu. [Service Release: 5.01]

 4. Changed behavior of the pressing the up/down, left/right cursor (arrow) keys in the Document Items grid. Previously, while in a cell and pressing an arrow key it would first move the cursor to the end of the cell, and then on the second press it would navigate to the next cell. Now, a single press the arrow key will navigate to the next cell. [Service Release: 5.01]

 5. The SMTP and MailMessage controls were updated to v10.0 [Service Release: 5.03]

Fixes - Build 5
 1. For salesforce.com users, when using merge remote documents and checking 'Download attachments from salesforce.com' would receive error about attachment. [Service Release: 5.01]

 2. For salesforce.com users, when adding a new product to an opportunity, the list price was being populated with the sales price. [Service Release: 5.01]

 3. For salesforce.com users, when attempting to add an inactive product to an opportunity, the error message was not displaying the inactive product name. [Service Release: 5.01]

 4. For Autotask users, quote descriptions and comments with multiple lines were not retaining line breaks. [Service Release: 5.01]

 5. For Autotask users, the correct tax region was not being set in the Autotask quote. [Service Release: 5.01]

 6. For MS CRM users, when creating a new Order directly (vs converting from a quote) and saving to MS CRM, you would receive an object reference error. [Service Release: 5.01]

 7. For MS CRM users, when creating a new opportunity and selecting an existing opportunity in MS CRM, you would receive an object reference error. [Service Release: 5.01]

 8. For MS CRM users, if a custom MultiOptionSelect field existed for a contact or an account, would receive n error 'Conversion from type 'OptionSetValueCollection' to type 'String' is not valid.' when using the QuoteWerks DataLink feature. [Service Release: 5.01]

 9. For MS CRM users, when creating a new Order directly (vs converting from a quote) and saving to MS CRM, the Opportunity status was not being set to won. [Service Release: 5.01]

 10. When using the Tech Data SAP quote import feature, if the quote had an item on it that did not have a Manufacturer would receive an error about the XML field 'Manufacturer' not found. [Service Release: 5.01]

 11. When a document was locked, the Edit->Insert Section Header menu was still enabled. [Service Release: 5.01]

 12. For ConnectWise Manage Users, when creating a recurring forecast in ConnectWise Manage, there would sometimes be an issue with determining that the Start date was before the Expected Close Date of the Opportunity when this was not the case. [Service Release: 5.01]

 13. For ConnectWise Manage Users, when duplicating a document in QuoteWerks, the Address ID for the selected contacts would not be preserved. This would reset the Address ID to the default Address for the contact. [Service Release: 5.01]

 14. For ConnectWise Manage Users, when Converting a Quote to an Order, the original Quote DTF file would be deleted. This behavior did not match the other CRM integrations. The original quote DTF is now preserved. [Service Release: 5.01]

 15. For ConnectWise Mange users, the 'Defaults for Empty Part Numbers' Setting in the ConnectWise Manage Setup in QuoteWerks for 'Product Line Default Product ID' was being ignored and a default part number of 'QWGeneralProduct' was always used or a message was displayed stating that there was a line on the document without a partnumber mapping. [Service Release: 5.01]

 16. For ConnectWise Manage users, when converting a ConnectWise Opportunity Item to a Service Ticket, the Service Ticket would not be available in the Auto-Links on the Links Tab of the Quote Workbook if the Opportunity Item had a Class of 'Service'. This occurred because Service Products do not appear as a Product on the Service Ticket. [Service Release: 5.01]

 17. For ConnectWise Manager users, when receiving an item against an existing ConnectWise Manage PO, if the Tracking Number information in QuoteWerks was greater than 50 characters, an error would be displayed stating 'The field trackingNumber must be a string with a maximum length of 50.' The Item would not be received in Connectwise Manage. [Service Release: 5.01]

 18. For ConnectWise Manager users, when creating a ConnectWise Manage Service Ticket during a document conversion in QuoteWerks, if the user selected the cancel button, a Service Ticket would still be created in some instances. [Service Release: 5.01]

 19. On the File->Print window, when clicking on the [New] button and choose "Sales Order" would receive error "An error occurred when attempting to create a new FPC file!" [Service Release: 5.03]

 20. Added Code Signing to ukv.exe to address false positive about ukv.exe containing a trojan horse virus. [Service Release: 5.04]

 21. Added Code Signing to QWLaunch.exe to address false positive about QWLaunch.exe containing a trojan horse virus. [Service Release: 5.04]