which gives you more time to sell and complete the countless other tasks you need to do on a daily basis!
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| Version 26.0 Build 1 (released December 4, 2025) |
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| | 1. GoldMine v2025.4 now supported! [Build: 1.01]
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| | 2. Act! Desktop v27 is now supported! [Build: 1.01]
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| | 3. SugarCRM version 25.2 is now supported! [Build: 1.01]
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| | 4. USA Advanced Sales Tax capabilities! Supports line item level taxes, with multiple jurisdictions per line item (State, County, City, etc), honoring Single Article limits, max tax caps, and more. Line item level taxes meaning that some line items can have different tax rates and rules than other line items. AK, AR, AZ, FL, ID, TN are the 6 states in the USA that have single article limits of tax. While much of this is automated, certain calculations require manual creation of some tax rules. On the Document Items tab, there is a"Item Tax Summary" column will show you the individual taxes calculated for each jurisdiction for each line item similar to this "TotalTax=$2,245.00 on $37,000.00: [MotorVehicle] FL (@ 6% TaxTable)=$2,220.00,ORANGE (Single Article $0 to $5,000 @ 0.5% TaxTable)=$25.00". There is a Tax button on the Document Items grid toolbar that will show all the details of the sales tax calculations. The choice of which Sales Tax calculation system to use is set under the Regional tab of the Tools->Options menu. The detailed setup for the USA Advanced Sales Tax system is setup through the Utilities->Sales Tax Manager menu. The QuoteWerks QuickBooks Desktop integration was updated to support the USA Advanced Tax System similar to other advanced sales tax systems by calculating the advanced sales tax and entering a line item in the QuickBooks invoice to display it. This new Tax System requires the realtime module and current UMP. [Build: 1.01]
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| | 5. A [Lookup Tax Rate] button was added on the SoldTo/ShipTo tab by the ShipToTaxCode field in addition to the one that is on the Sale Info tab. [Build: 1.01]
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| | 6. The Select sales tax rate feature improved to show advanced sales tax rules. [Build: 1.01]
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| | 7. When hovering over the Shipping Amount, a tooltip will appear with the Total Sales Tax amount for the shipping amount. [Build: 1.01]
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| | 8. When using the new USA Advanced Sales Tax option there is now Basic Sales tax reporting. [Build: 1.01]
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| | 9. Added DataManager support for PRICING.SalestaxCategories, and PRICING.SalesTaxRules. [Build: 1.01]
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| | 10. There is now a new TaxSystem option of "USA/UK API Generic Integration (Y/N)". When this is selected, QuoteWerks will no longer perform sales tax calculations, instead relying on an API integration to calculate the sales tax amount due per line item, and for the total quote. The API integreation will be responsible for populating the following fields: DocumentHeaders.LocalTax, DocumentHeaders.GSTTax, DocumentHeaders.TotalTax, DocumentHeaders.AlternateLocalTax, DocumentHeaders.AlternateGSTTax, DocumentHeaders.AlternateTotalTax, DocumentItems.PSTTax, DocumentItems.GSTTax, DocumentItems.SalesTax, DocumentItems.AlternateSalesTax. The developer can also make use of the fields: DocumentItems.ItemTaxSummary, DocumentItems.ItemTaxData. The distinction of "USA/UK" in the new tax system of "USA/UK API Generic Integration (Y/N)" is really only related to the line item tax codes bring Y/N in the USA/UK vs the Canadian tax line item tax codes being B/G/P/N. Of note, the fields DocumentItems.PSTTax and DocumentItems.GSTTax were added in the v25 build 2.00 release. [Build: 1.01]
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| | 11. There is now a new TaxSystem option of "Canada API Generic Integration (B/P/G/N)". The distinction of "Canada" is really only related to the line item tax codes being B/G/P/N vs the USA line item tax codes being Y/N. [Build: 1.01]
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| | 12. The Microsoft 365 Oauth has been updated to use the Microsoft Authentication Library (MSAL). This change resolves authentication issues for organizations where older Office365 flows are blocked or deprecated, especially those enforcing stricter Azure AD security policies. [Build: 1.01]
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| | 13. Support for Graph API for Microsoft 365 Oauth, so users will no longer need to enable Authenticated SMTP enabled for each mailbox. [Build: 1.01]
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| | 14. For GreatAmerica users, the RateCard and Monthly Payment calculations have been updated to use the REST API. [Build: 1.01]
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| | 15. You can now require that a document have 3 approvers, previously only 2 were supported. Here is the new complete list of approval types: "One Standard approval", "One Escalated approval", "Two Standard approvals", "Two Escalated approvals", "Three Standard approvals", "Three Escalated approvals" [Build: 1.01]
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| | 16. Under Utilities->Exchange Rate maintenance, you can now specify a ConvertToRateMultiplier and ConvertFromRateMultiplier. This is useful to add your own padding to account for the fact that exchange rates do usually vary from day to day, this gives you a "fudge" factor. [Build: 1.01]
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| | 17. On the Purchase Orders tab of the Purchasing window, when an item has more than 8 serial numbers, clicking the "+ x more..." hyperlink will now have a window where you can perform all the actions on each serial number. [Build: 1.01]
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| | 18. Pipedrive CRM integration! The integration with Pipedrive includes the ability to search for people and organizations, create/update Deals, and upload quote attachments to Pipedrive. DataLink is supported for the contacts, deals, and creating new products. You can attach files to the Pipedrive Deal 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 Pipedrive, and also a link on the links tab that you can click to view the Pipedrive Deal in Pipedrive. You can create a new Pipedrive Organization and Person record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. Pipedrive products can be searched through the Product Lookup window in QuoteWerks. You can add this new Product Data Source from the Products->Setup Product Data Sources menu. Additionally, emails sent from QuoteWerks are logged in Pipedrive history. The Professional or Corporate Edition of QuoteWerks is required to integrate with Pipedrive. [Build: 1]
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| Version 25.0 Build 4 (released September 23, 2025) |
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| | 19. For Zoho CRM users, added support for Datalinking fields for when new products need to be created. This can be found under the DataLink window with the dropdown setting named 'CRMProduct_Create' [Build: 4.02]
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| Version 25.0 Build 3 (released September 10, 2025) |
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| | 20. For QuickBooks Desktop users, there is a new setup option for "Use 'Average Cost' instead of 'Purchase Cost' when retrieving Inventory Items". Selecting 'Average Cost' provides a smoothed representation of inventory value and COGS, especially useful when purchase prices fluctuate, while 'Purchase Cost' assumes costs are relatively constant. Selecting this option does not change how Cost is returned for other QuickBooks item types. [Build: 3]
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| | 21. Added support for Rich Text in Memo fields in QuoteWerks Web, and added compatibility for this in QuoteWerks Desktop. You can only view and edit Rich Text content in QuoteWerks Web. The Rich Text entered in QuoteWerks Web can only be included in the Print output if the new QuoteWerks Web Layout is used. QuoteWerks Desktop will display the Plain Text version of the Rich Text. In the Quote WorkBook the following fields now support Rich Text (like bolding, italics, strike through, underline, left/center/right/justify alignment, indentation, font type, font size, text color, background color, bullets, tables, and hyperlinks): IntroductionNotes, ClosingNotes, InternalNotes, PurchasingNotes, CoverPageMessage, StatementOfWork, CustomMemo01, CustomMemo02, CustomMemo03, CustomMemo04, CustomMemo05. Of note, the memo field StatementOfWork was added in this build, and is only available for viewing and editing in QuoteWerks Web. The following fields on the DocumentItems tab now also support Rich Text: Description, CustomMemo01, CustomMemo02, CustomMemo03, CustomMemo04, CustomMemo05. The RichText counterparts to these fields will have the postfix of "RichText", like CustomMemo01RichText. A plain text version of the rich text is also stored so that QuoteWerks Desktop will have the plain text since it does not support rich text. [Build: 3.02]
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| | 22. QuoteWerks Web now has its own native Web Layout Designer! Similar to the Desktop Layout Designer, but improved in many ways, including supporting Water Marks, full edge to edge (bleed) printing, rich text, hyperlinks, keep together, grid snapping, the ability to copy elements between Layouts and more. In QuoteWerks Web, using a Web Layout instead of the Desktop Layout to generate your output is 10 times faster! [Build: 3.02]
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| | 23. For Pax8 customers worldwide, you can now search for and add Pax8 subscriptions directly to your QuoteWerks quotes. With this new functionality, you can quickly find active Pax8 subscriptions and add the subscriptions to your QuoteWerks document, streamlining your quoting process and minimizing manual data entry. You can also configure options to map the Pax8 Description, Part Number, and GUID to specific fields in your QuoteWerks line items. The Pax8 part number can be configured to be built based on the relevant Billing Cycle and Commitment terms of the selected Pax8 item. Additionally, you can default the ItemType for items selected from Pax8. To use this feature, you must have an active Realtime and Product Content Subscription. Simply click on the Pax8 button located on the grid toolbar on the Document Items tab to begin searching for Pax8 subscriptions to add to your quote. [Build: 3.02]
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| | 24. For HaloPSA users, the time taken when adding multiple line items has been been decreased by 60% [Build: 3.02]
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| | 25. For HaloPSA users, added support for Datalinking fields for when new products need to be created. This can be found under the DataLink window with the dropdown setting named 'Product_Create' [Build: 3.02]
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| | 26. For Zoho CRM users, the Zoho CRM Product Data Source now supports custom fields. If a custom field is named "VendorPartNumber" these custom fields will automatically be mapped when a new Product Data Source is setup. If you already have an existing Zoho CRM 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. [Build: 3.02]
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| | 27. For Zoho CRM users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing Deal, prompt to create a won Deal." [Build: 3.02]
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| | 28. For SugarCRM users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing Opportunity, prompt to create a won Opportunity." [Build: 3.02]
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| | 29. For salesforce.com users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing Opportunity, prompt to create a won Opportunity."
[Build: 3.02]
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| | 30. For MS CRM users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing Opportunity, prompt to create a won Opportunity."
[Build: 3.02]
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| | 31. For Autotask users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing Opportunity, prompt to create a won Opportunity." [Build: 3.02]
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| | 32. For Autotask users, the setup window will now load much faster. [Build: 3.02]
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| | 33. For Act! users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing Opportunity, prompt to create a won Opportunity." [Build: 3.02]
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| | 34. Added new CustomMemo05 field to the Custom tab of the Quote Workbook. [Build: 3.02]
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| | 35. The field EstimatedDeliveryDate was added to the FulfillmentItems items table in preparation to start storing this information that in certain circumstances TD Synnex realtime Order Status queries will return.
[Build: 3.02]
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| | 36. Goldmine 2025.3 is now supported! [Build: 3.04]
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| Version 25.0 Build 2 (released June 4, 2025) |
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| | 37. For HaloPSA users, when creating a new product, the supplier will now be created if it does not exist. [Build: 2.02]
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| | 38. For HaloPSA users, when creating a new product, the manufacturer will now be created if it does not exist. [Build: 2.02]
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| | 39. Now the discount price modifier supports values from -1000 to + 100, so effectively a D-34 adds 34% to the list price in order to arrive at the unit price. Previously was D-99 to D100. [Build: 2.02]
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| | 40. For HaloPSA users, the HaloPSA Product Source now has a mappable TaxCode field. [Build: 2.07]
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| | 41. For HaloPSA users, Canadian HaloPSA users can now set the default TaxCode (GST, PST, BOTH) if an Item is taxable. [Build: 2.07]
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| | 42. For Autotask users, the contact lookup process now operates at a significantly faster pace. We've optimized the search functionality by leveraging advanced multithreading and a robust caching system, ensuring a smoother and more responsive user experience. [Build: 2.07]
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| | 43. For Autotask users, a status message now appears while QuoteItems are being added, providing clear, real-time updates on the process. [Build: 2.07]
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| | 44. For Maximizer desktop users, saving the quote with a linked document is faster.
[Build: 2.07]
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| | 45. For QuickBooks Desktop users, there is a new setup option for "Use 'Average Cost' instead of 'Purchase Cost' when retrieving Inventory Items". Selecting 'Average Cost' provides a smoothed representation of inventory value and COGS, especially useful when purchase prices fluctuate, while 'Purchase Cost' assumes costs are relatively constant. Selecting this option does not change how Cost is returned for other QuickBooks item types. [Build: 2.09]
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| | 46. GoldMine 2025.2 is now supported! [Build: 2.13]
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| | 47. The Utilities->"Rehost Backend to SQL..." was renamed to "Rehost Backend...", and can now rehost an existing MS SQL hosted backend to another MS SQL database, including the Aspire DB Hosted SQL Database. If QuoteWerks tables are already in the destination database it will allow you to delete all the tables and data and then replace it all with the data from the source. This new SQL to SQL rehosting is also much faster that the Access to SQL rehosting, rehosting a 5GB database in 15 minutes. You can also use this Rehost feature to "De-host", moving your hosting from our QuoteWerks Database hosting service to your on-premise or other MS SQL Server. [Build: 2.22]
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| | 48. Added the following destination fields for DataLink mappings: SoldToAddress1, SoldToCity, SoldToState, SoldToPostalCode, SoldToCountry, SoldToPhone, SoldToPhoneExt, SoldToMobile, SoldToFaxExt, SoldToEmail, SoldToTitle. [Build: 2.22]
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| | 49. When closing an unsaved quote you the prompt to save now includes the DocNo. [Build: 2.22]
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| | 50. The POItems.SerialNumbers macro field is now available to use in a Report with Output to a Text file. [Build: 2.22]
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| | 51. For TD SYNNEX online ordering users, the Ship To Email is now submitted in the Online Order. TD SYNNEX supports a max length of 30 characters.
[Build: 2.22]
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| | 52. For SugarCRM users, SugarCRM 25.1 is now supported! [Build: 2.22]
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| | 53. For Act! for Web users, Act! For Web 25.101 is now supported! [Build: 2.22]
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| | 54. On the Optional Items tab of the Edit Product window, if you remove the last Optional Item, you will now be asked if you want to remove the Optional Item Header record. Also on this tab it will now display if the Optional Items list is shared with the same part number in other product databases. [Build: 2.22]
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| | 55. On Products->Optional Items window when choosing to Clone the Parent item, you will now be prompted to choose which databases this cloned Optional Item List will apply to.
[Build: 2.22]
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| | 56. On Products->Required Items window when choosing to Clone the Parent item, you will now be prompted to choose which databases this cloned Required Item List will apply to. [Build: 2.22]
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| | 57. For TD SYNNEX online ordering users, added new warehouse of "City of Industry,CA #6992". Also when an unknown warehouse is detected, more debugging information is displayed. [Build: 2.22]
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| Version 25.0 Build 1 (released March 4, 2025) |
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| | 58. HaloPSA integration official release! The integration with HaloPSA includes the ability to search for clients, Users, create/update Opportunities, create/update Quotes and upload quote attachments to HaloPSA. Recurring Items are supported. DataLink is supported for Clients, Users, Opportunities, Quotes, LineItems, and incldues the ability to retrieve the aggregate Sales Tax Rate from HaloPSA. The HaloPSA Product Database is available as a Product Data Source. You can attach files to the HaloPSA 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 SoldToContact, ShipToContact, or BillToContact in HaloPSA, a link on the Links tab that you can click to view the HaloPSA Opportunity in HaloPSA, also there is a link on the tab to view the HaloPSA Quote in HaloPSA. Additionally, emails sent from QuoteWerks are logged in the HaloPSA Opportunity Progress tab. The Corporate Edition of QuoteWerks is required to integrate with HaloPSA. [Build: 1.01]
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| | 59. For Ingram Micro users in the USA and Canada, the Online Ordering integration has been rewritten using JSON rather than XML. We've done this in part because Ingram is sunsetting the XML API at the end of 2024, and also because the new JSON API offers some much better functionality addressing long standing issues. This updated integration functionality includes (1) In the XML API for Ingram Micro, Order Types could not be combined (such as orders that required end user information and those that did not). They can now be combined ensuring an ordering process. (2) Requesting current Pricing and Availability (P&A) from the Online Order form is significantly faster. (3) When entering Pricing Override notes on a PO Item, the notes will be remembered if P&A is requested again. (4) The Online Order Form is now resizable. The XML API is no longer supported in QuoteWerks, so you will be required to obtain JSON oAuth credentials from Ingram Micro if you do not already have them (https://developer.ingrammicro.com) and enter them in QuoteWerks in order to continue placing Online Orders with Ingram Micro. [Build: 1.01]
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| | 60. SugarCRM 14.2 is now supported! [Build: 1.01]
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| | 61. Customers can now self service their payment details for their QuoteWerks subscriptions through QuoteWerks Desktop and through QuoteWerks Web. In QuoteWerks Desktop, on the License Manager window, there is now an [Edit Account Payment Details] button with a tooltip of "Manage your subscription payment details". You can use this to update or delete your credit card used for your monthly or annual subscriptions. Users with Master Rights will have access to this and also users who have been granted the Misc Access right of"CanModifyAccountPaymentMethods'. In QuoteWerks Web this Payment Center can be accessed through the upper right hamburger menu, Account->Payment Details. Additionally, when your recurring subscription payments are processed, when you receive the billing email about the declined card, there will be a link to follow to easily update your payment details. [Build: 1.01]
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| | 62. For QuoteValet users that collect credit card payments, Clover has been added to the list of supported payment gateways. [Build: 1.01]
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| | 63. On the SoldTo/ShipTo/BillTo tab there is now a new hamburger toolbar drop down menu button with the option to "Display in Google Maps" to display the address in Google Maps. [Build: 1.01]
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| | 64. Paste Contact from Windows Clipboard! You can now copy a selection of text including Company Name, Contact Name, Address, Phone and Email into the Windows Clipboard and then Paste it into the Sold To/ Ship to/ Bill to fields using the new [Paste Contact from Clipboard] toolbar button. Different text formats are supported. Can be a single line address like "4901 Vineland Rd, Suite 205, Orlando, FL 32819 USA".
Can also be something like:
4901 Vineland Rd, Suite 205, Orlando, FL 32819 USA
Phone: 407-248-1481
Email: sales@quotewerks.com
or multiple lines like
Aspire Technologies, Inc
John Lewe
4901 Vineland Rd
Suite 205
Orlando, FL 32819
USA
Phone: 407-248-1481
Email: sales@quotewerks.com
Address, Phone, Email fields will always be replaced with what is in the clipboard. The Company and Contact fields in the quote will only be replaced with clipboard data if there are values for these two fields. The Title field will always be cleared. [Build: 1.01]
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| | 65. For Autotask users, Opportunities can now be linked to a Project on the Create/Update Opportunity window. [Build: 1.02]
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| | 66. For HaloPSA users, when a user is part of multiple sites, the Select Site Location window will now default to the site shown on the Lookup contact window. [Build: 1.02]
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| | 67. For HaloPSA users, you can now map the QuoteWerks Item Type to the HaloPSA Product Group. This option can be found on the HaloPSA Setup under the Product Group Mapping section. [Build: 1.02]
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| | 68. For HaloPSA users, you can now decide if you want to pass over individual group items for grouped bundles. The option is located on the HaloPSA Setup under the Opportunity section. [Build: 1.02]
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| | 69. For HaloPSA users, the StateProvince can now be mapped to an Address Line. [Build: 1.02]
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| | 70. On the Document Items grid, when typing or pasting data into the ManufacturerPartNumber or VendorPartNumber or InternalPartNumber fields, any preceding or trailing line feeds or spaces in the data will be removed. Helpful when you have selected and copied data from another source and accidentally selected a little above and below the text without noticing. [Build: 1.04]
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| | 71. When using the Paste Special wizard, when pasting data into the ManufacturerPartNumber or VendorPartNumber or InternalPartNumber fields, any preceding or trailing line feeds or spaces in the data will be removed. Helpful when you have selected and copied data from another source and accidentally selected a little above and below the text without noticing. [Build: 1.04]
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| | 72. When importing products using the Product Import Wizard, when importing data into the ManufacturerPartNumber or VendorPartNumber fields or InternalPartNumber, any preceding or trailing line feeds or spaces in the data will be removed. Helpful when your source data for some reason has errant spaces in it. [Build: 1.04]
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| | 73. On the Edit Product window, for the ManufacturerPartNumber and VendorPartNumber and InternalPartNumber fields, any preceding or trailing line feeds or spaces will be removed. [Build: 1.04]
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| | 74. For QuickBooks Online users, when exporting to QuickBooks online, QuoteWerks will now detect preceding and/or trailing spaces in the Part Number being sent to QuickBooks. QuoteWerks will notify you of this and remove these errant characters. The best solution is to rectify this 'Bad' data within QuoteWerks prior to export, otherwise you will continue to receive this message and may run into other issues. [Build: 1.04]
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| | 75. For ConnectWise PSA users, when creating a Sales Opportunity in ConnectWise when winning an Opportunity, there is now an option to write a field from QuoteWerks into the Sales Order Notes field in ConnectWise. This setting is configured in the QuoteWerks ConnectWise PSA Integration Setup. Opportunity Notes, already had the ability to map via the QuoteWerks DataLink.
[Build: 1.04]
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| | 76. For HaloPSA users, the agent list on the quote window is now sorted alphabetically. [Build: 1.06]
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| | 77. For HaloPSA users, Unassigned is now the default for the opportunity. [Build: 1.06]
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| | 78. For HaloPSA users, when creating quote items, the manufacturer is now mapped. [Build: 1.06]
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| | 79. For HaloPSA users, when creating quote items, taxable is now mapped. [Build: 1.06]
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| | 80. For HubSpot CRM users, you can now find contacts that are associated with multiple companies. This setting can be enabled in the HubSpot Setup under 'Search Associated Companies when doing Contact Lookup'. [Build: 1.08]
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| | 81. On the Vendor Price Comparison window, when hovering over the Price cell, the tooltip will now show the vendor part # being used and also will show Additional Vendor Part #s. This is useful since the distributors can have more than one part number for a Manufacturer Part number, for example, they sometimes have a Latin America variant part number. Also, since there can be multiple part numbers, the part number used for the pricing lookup could be different than the one used in the comparison window, now they both use the same vendor part number. [Build: 1.11]
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| | 82. For Act! for Web users, there is now an option "When creating CRM records, set the Owner to" on the Act! for Web Setup window that let's you choose "QuoteWerks Logged In User (mapped to Act! for Web UserName)" or "QuoteWerks Sales Rep (mapped to Act! for Web UserName)". Make sure to setup the QuoteWerks UserName mapping by using the "Act! for Web UserName Mappings" button. This feature is really useful when you have one person that prepares quotes for a sales rep, so the preparer is logged into QuoteWerks and Act! for Web, but you want to create opportunities and schedule calls for the Sales Rep, not the Preparer. [Build: 1.13]
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| | 83. For Act! for Web users, you can now set the Record Manager on the Opportunity window. This will default to the user based off the new user mapping feature. [Build: 1.13]
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| | 84. For Act! for Web users, you can now set the Scheduled For on the Activity window. This will default to the user based off the new user mapping feature. [Build: 1.13]
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| | 85. Autotask 2025 is now supported! [Build: 1.18]
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| | 86. When looking up a contact in the built-in QuoteWerks Contact Database, there is now an [Edit Contact] button that will let you directly edit the contact details without having to first edit the company and then edit the contact from that window. There is also an "Edit Contact..." right click menu. The [Edit Company] and [New Company] buttons now specify "Company". [Build: 1.18]
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| | 87. When looking up a contact in the built-in QuoteWerks Contact Database, there is now a "Clone Contact..." right click menu.
[Build: 1.18]
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| | 88. For ConnectWise PSA users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing sales opportunity, prompt to create a won opportunity." [Build: 1.20]
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| | 89. For HaloPSA users, the Opportunity can be linked to a Client or User. [Build: 1.22]
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| | 90. For HaloPSA users, the vendor is now mapped when creating new items. [Build: 1.22]
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| | 91. For HaloPSA users, you can now map the SKU to a variety of QuoteWerks fields. [Build: 1.22]
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| | 92. For HaloPSA users, Quote attachments can now be saved on the Opportunity or Quote. [Build: 1.22]
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| | 93. For HaloPSA users, the jobtitle DataLink was added for Users. [Build: 1.22]
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| | 94. For HaloPSA users, a Quote Sales Order can be created when an Opportunity is won. [Build: 1.22]
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| | 95. For HaloPSA users, the SoldTo Purchase Order number will now be shown on the Quote window when creating a new Quote. [Build: 1.22]
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| | 96. For HaloPSA users, Description and CustomMemo fields were added as options for the HaloPSA Item# Mapping. [Build: 1.22]
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| | 97. For Autotask users, speed improvements were made for the Contact DataLinking and Contact Lookups. [Build: 1.23]
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| | 98. There is now a button next to the Part Number field in the Edit Grouped Bundle window. When you click it, it will replace the part Number field with the next numerical sequence. It will start with 1. In the Settings Manager, you can set SystemSettings\System\GroupedBundleNextPartNumberSequence key with a value like 1001 to change what the next sequence number will be. Always set this number to one less than the number you want to start with.
[Build: 1.26]
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| | 99. On Misc tab of Tools->Options menu, added new Bundle Type default for Simple or Grouped. [Build: 1.26]
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| | 100. On the Edit Product window, the CustomMemo fields on the Custom Memo tab now have vertical scrollbars. [Build: 1.26]
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| | 101. For Vendor RFQ users, there is now a [Vendor RFQ Email Template Setup] button on the new "Vendor RFQ" tab under Tools->Options. With this you can customize the email templates that Vendor RFQ uses when sending emails. [Build: 1.29]
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| | 102. Added Customer Tax code default on the Documents.General tab under the Tools->Options menu. [Build: 1.29]
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| | 103. ConnectWise 2025.1 is now supported! [Build: 1.18]
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