QuoteWerks - Updates

Would your company benefit from over 247 new features?

Since January 1, 2022, there have been 10 QuoteWerks updates released containing over 247 new features!

Please remember that New Features = Greater Productivity which gives you more time to sell and complete the countless other tasks you need to do on a daily basis!


Version 24.0 Build 2 (released April 17, 2024)

	1. The USA Sales Tax Rate Lookup in the Real-Time module has been improved to now account for address locations that have not yet been assigned a Zip+4 code by the USPS yet. This can happen with new construction resulting in new addresses that have not been assigned a Zip+4 code yet by the United States Postal System. A list of Tax Jurisdictions for the base Postal Code for you to choose from will now be displayed when using the Prompt for Sales Tax option. If the option is set to not display the Sales tax Lookup window, then you will receive a message to use the window to choose the appropriate Sales Tax Jurisdiction. These options are set on the Misc.General (more) tab of the Tools->My Preferences menu. [Build: 2.04]
	2. The USA Sales Tax Rate Lookup in the Real-Time module has been improved to now account for USA address locations that cannot be verified by the USPS. A list of Tax Jurisdictions for the base Postal Code will now be displayed when using the Prompt for Sales Tax option for the user to manually intervene. If the option is set to not display the Sales tax Lookup window, then you will receive a message to use the window to choose the appropriate Sales Tax Jurisdiction. These options are set on the Misc.General (more) tab of the Tools->My Preferences menu. [Build: 2.04]
	3. The USA Sales Tax Rate Lookup in the Real-Time module has been improved to now account for address locations that cannot be verified by the USPS, like many addresses in Puerto Rico (a USA territory). Puerto Rico addresses use various non-standardized formats that the USPS API does not recognize. A list of Tax Jurisdictions for the base Postal Code will now be displayed when using the Prompt for Sales Tax option for the user to manually intervene. If the option is set to not display the Sales tax Lookup window, then you will receive a message to use the window to choose the appropriate Sales Tax Jurisdiction. These options are set on the Misc.General (more) tab of the Tools->My Preferences menu. [Build: 2.04]
	4. On Sales Tax Rate lookup window you can now it will default to the SoldTo/ShipTo/BillTo Address setup in options, but you can now choose the SoldTo/ShipTo, or BillTo address to do a validation and sales tax rate lookup based on any of those addresses. Useful if, for example, you are shipping your product to a shipping address that is a staging area (like your office location), but ultimately the final shipping address, and what the tax rate should be based on will be your Customer's address which is currently located in the SoldTo address fields. [Build: 2.04]
	5. When the USA Address verification is used the USPS returns the address standardized and formatted as all upper case letters. We now Proper Case the results. [Build: 2.04]
	6. For Ingram Micro Realtime users, added support for the Ingram Micro JSON API for Real-time P&A calls. The JSON API is self-service to create credentials via the following URL: https://developer.ingrammicro.com. This support has been added for Ingram Micro Customers in the United States, Canada, the United Kingdom, Australia, and New Zealand. Also added an option for Sandbox Mode. [Build: 2.04]
	7. For ConnectWise PSA Users, there is now a setup option that enables the QuoteWerks Admin to require fields when creating/Updating a ConnectWise PSA Opportunity. The fields that can be made mandatory are Opportunity Type, Description, Source, and Campaign. The ConnectWise Opportunity will not be able to be created/updated until the specified fields have data entered. The Required Fields can be specified on the Connectwise Setup->Opportunities Tab->Required Fields Sub Tab. [Build: 2.04]
	8. For QuickBooks Online Users, added a new setup option for "If the ShipTo Customer Does Not Exist" of 'Do not create - write in only' If this option is selected, then the Ship To Customer will be a "write in" on the document, which does not require that it exist as a customer record. This option adds to the existing options of 'Create' and 'Prompt to create'. [Build: 2.04]
	9. When editing a product definition, if you change an existing product's Manufacturer Part Number to another Manufacturer Part Number, it will now be checked to see if that newly entered/changed Manufacturer Part Number already exists in another product definition. [Build: 2.04]
	10. The DocumentItems Manufacturer field length was increased from 30 to 40 characters. [Build: 2.04]
	11. The User Properties window now has CreatedOn and LastModifiedOn fields. [Build: 2.04]
	12. When searching for contacts, if there is an error, it is no logged in the err.log file. Also the tooltip will be set on the status label enabling you to see more of a longer message. [Build: 2.04]

Version 24.0 Build 1 (released February 2, 2024)

	13. Act! For Web 25.100 is now supported! [Build: 1.01]
	14. Goldmine 2023.4 is now supported! [Build: 1.01]
	15. SugarCRM version 13.2 is now supported! [Build: 1.01]
	16. Sage 50 Accounting 2024 (Peachtree) is now supported! [Build: 1.01]
	17. QuickBooks Desktop USA version 2024 is now supported! [Build: 1.01]
	18. USA Address verification is now supported. On the SoldTo/ShipTo tab of the Quote WorkBook there is now a button to verify and standardize the address using the US Postal Service database. On the Sales Tax tab of the Real-time Setup window there is the option "Show/Display USA address verification icon" to hide this feature if not wanted. The option is useful if you live in a country besides the USA like Canada. You may still ship and do business with customers in the USA, you can use this option to benefit from USA address verification even though your company is not located in the USA. On the Misc.General(more) tab of the Users Preferences window there is a "Address Verification Mode" option with the choices of "Manual" and "Auto Verify USA Address on Address selection". When an address is verified, it is logged in the document transaction log. The Realtime Module and current UMP is required for this feature. [Build: 1.01]
	19. The USA Sales Tax Rate Lookup in the Real-Time module has been improved. Now the the feature will verify the address against the USPS database, and refine the Postal Code to be a Zip+4 postal code (taking into account the street number and name). With this pinpointed Zip+4 Postal Code the Sales Tax Rates for that specific Zip+4 location will be retrieved. On the Sales Tax tab of the Real-time Setup window there is the option "Base Sales Tax on the Address From" to choose which address controls the sales tax rate. The standard is for the Ship To address to determine the tax rate locality. On the Misc.General(more) tab of the Users Preferences window there is a "Sales Tax Lookup Mode" option with the choices of "Manual", "Auto Verify USA Address and Retrieve Sales tax info on Address selection", and "Display Realtime USA Sales Tax Lookup window on Address selection". You can also click on the "Lookup tax rate" button next to the Tax Rate field on the Sale Info tab of the Quote Workbook, this will display a window that will let you choose to use the address verification and see the details of the Tax Information for the Zip+4 Postal Code. When a realtime Sales Tax is applied to the document, it is logged in the document transaction log. The Realtime Module and current UMP is required for this feature. [Build: 1.01] See a screenshot of this feature
	20. Whole document spell check. Pressing the F7 key while in a text box will display the traditional spell check dialog. Choosing the Tools->Spelling menu (or CTRL-F7) will run the Whole Document Spell Check wizard. A wizard will be displayed that presents each field one by one indicating misspelled words with a red squiggly line underneath it. When done correcting the spelling, you can click the [Next] button to move to the next field. There is also a [Previous] button to go back if needed, or [Close] to stop. If you choose to [Ignore All], that word will be ignored in all the remaining fields checked. If a field is empty or there are no spelling errors, or the user does not have rights to modify the field, it will be skipped. The Whole Document Spellcheck can include fields on the Quote WorkBook tabs, and also line item columns for each line item. You can customize the list of fields that are included under the Spelling tab of the Tools->My Preferences menu. [Build: 1.01]
	21. You can now spell check individual cells on the Document Items tab grid by pressing F7 while in the cell. [Build: 1.01]
	22. QuoteWerks Web now supports SSO login. QuoteWerks Desktop user setup was updated to reflect this. [Build: 1.01]
	23. The Product Content Subscription now has PartLocator support for Arbitech in the USA. We've negotiated an arrangement with Arbitech to host their product data so as to provide our mutual customers with the best experience possible. [Build: 1.01]
	24. The Product Content Subscription now has PartLocator support for Accutech Data in the USA. We've negotiated an arrangement with Accutech Data to host their product data so as to provide our mutual customers with the best experience possible. [Build: 1.01]
	25. On the Product Lookup window, the Etilize keyword search box now has a drop-down list of your most 20 recent searches. [Build: 1.01]
	26. For the Deposit Amount, there is now an option to include the Sales Tax in the deposit amount when selecting the "TOTALING: Add up multiple matching line items in the document" or "Percent of a line item in the document" options. Defaults for this can be specified on the Documents tab of the Tools->Options menu. [Build: 1.01]
	27. For the Deposit Amount, there is now an option to "Include Shipping Amount (including Sales Tax) in Deposit Required". [Build: 1.01]
	28. The Summary line "TOTALING: Add up multiple matching line items in the document" option now has the option to "Include Sales Tax" [Build: 1.01]
	29. On the Custom Tab of Quote WorkBook, the fields CustomMemo01, CustomMemo02, CustomMemo03, and CustomMemo04 now have vertical scrollbars. [Build: 1.01]
	30. On the QuoteValet Upload window, next to the [Reminder Options] button is an indicator that displays how many reminders are set. [Build: 1.01] See a screenshot of this feature
	31. The QuoteValet Auto-Reminders window now has [Select All] and [De-Select All] buttons [Build: 1.01] See a screenshot of this feature
	32. Under the Tools->Options menu on the Print tab added options of "Include Percent Charge lines on Sales Orders" and "Include Percent Discount lines on Sales Orders" and "Include Group Header lines on Sales Orders". [Build: 1.01]
	33. For ConnectWise PSA users, QuoteWerks now supports up to 6 ConnectWise PSA Tax levels when using the DataLink to retrieve the tax rate from ConnectWise PSA. Previously, QuoteWerks only supported the first 5 levels. Note: The ConnectWise PSA API as of October 2023 only supports 6 Tax Levels. The ConnectWise UI allows administrators to create more than 6, however. [Build: 1.01]
	34. You can now select multiple bundles at the same time to delete. [Build: 1.02]
	35. For SugarCRM users, significant speed improvements were made across all API calls. [Build: 1.03]
	36. You can now specify company wide Spell Check words to Ignore. In the Settings Manager, you can set SystemSettings\System\SpellCheckCompanyCustomDictionaryData key with a list of words to ignore, with each word being on its own line, so separated by CRLF. [Build: 1.03]
	37. For Autotask users, the shipping description will now map over for shipping items on an Autotask quote. The shipping description can also be manually set. This new feature is located on Autotask Setup window -> Opportunities->Quote Products->Shipping section. [Build: 1.06]
	38. For Hubspot CRM users, if two words are entered when doing a Name search on the Lookup window, a match with the first word for the first name and the second word for the last name will be used. [Build: 1.06]
	39. For Zoho CRM users, product lookup can now show up to 10,000 records. [Build: 1.06]
	40. Act! For Web 25.2 is now supported! [Build: 1.08]
	41. Autotask 2024 is now supported! [Build: 1.08]
	42. SugarCRM 13.3 is now supported! [Build: 1.08]
	43. Goldmine version 2024.1 is now supported! [Build: 1.09]
	44. ConnectWise 2024.1 is now supported! [Build: 1.08]
	45. ConnectWise 2024.2 is now supported! [Build: 1.09]

Version 23.0 Build 5 (released September 5, 2023)

	46. Multiple contacts for Vendors! On the Vendors window you can search for a company or contact. You can indicate which contact is the primary contact for the vendor. You can choose options to automatically include this contacts email address as a TO or CC when "Emailing a PO to the vendor" or in a "Vendor RFQ notification". There is an F2Lookup for the Role and Reference fields. Role is a great field to store something like "Billing", "Support", "Sales"," Marketing", etc. When using the "Create PO for each vendor" option from the Print window, the Primary contact for the vendor will be used. Also when exporting a PO to QuickBooks Online the primary contact email address will be used. Support for Vendor with multiple contacts was added in the Data Manager, and Vendor Import Wizard. You can send an email to a vendor contact on the Contacts tab of the Edit Vendor window. The Select Email Address window supports the multiple vendor contacts under the "QuoteWerks Vendors" and "Document" list where it will show all email addresses for contacts for any vendors that have items on the currently open document. There are now two tables that are used to store Vendor information, the Vendors table and the VendorContacts tables. If you created management reports on Vendors and referenced any of the changed fields in either the report filter or the FPC layout designer, you will need to manually make modify these to accommodate the new changes. The following fields were "moved"/renamed from the Vendors table into the VendorContacts table: "[Vendors.SalesRep] to [VendorContacts.ContactName]", "[Vendors.Mobile] to [VendorContacts.PhoneMobile]", "[Vendors.Email] to [VendorContacts.Email]". This feature is included in the Professional and Corporate Editions of QuoteWerks. Until v23 build 5.00, a Vendor only had one record with combined information for the company and a single contact. To get around this limitation, some customers created duplicate records for vendors with the only difference being the contact name and email/phone number. If you are one of the customers that did this, please contact technical support for assistance on how to merge these records. [Build: 5.07]
	47. GoldMine 2023.3 is now supported! [Build: 5.07]
	48. SugarCRM version 13.1 is now supported! [Build: 5.07]
	49. When printing a Purchase order layout and choosing the option to "Create a PO for each vendor", and choosing to email that PO, when the send email window is displayed, any contacts that you set with the option to include them in a PO email will be in the TO or CC list respectively, and if you click on the address book, you will see a "This Vendor" e-mail list that you can use to see a list of all emails addresses for all contacts at the vendor that the PO is for. [Build: 5.07]
	50. When on the Purchase orders tab of the Purchasing window, when you choose "Email PO", any contacts that you set with the option to include them in a PO email will be in the TO or CC list respectively, and if you click on the address book, you will see a "This Vendor" e-mail list that you can use to see a list of all emails addresses for all contacts at the vendor that the PO is for. [Build: 5.07]
	51. For QuickBooks Desktop Users, if you use QuickBooks as your Contact Manager, there is now a DataLink field for TaxRate. With this you can setup the DataLink to pull the Tax Rate setup in QuickBooks for the selected QuickBooks customer into the TaxRate field on the Sale Info tab of the Quote WorkBook. Also when searching for a QuickBooks contact, the search results will now contain a Tax Item column displaying the Tax Item for the QuickBooks Customer. [Build: 5.07]
	52. The Select Email Address window has been re-designed. The "Manual Recipient" list no longer has the empty Reference column. You can now select multiple contact/email addresses from the CRM search results grid to add to the TO/CC/BCC. Any columns widths customized in the Select Email Address window are now remembered per user. You can now sort the grid columns by clicking on the column headings. [Build: 5.07]
	53. For Autotask users, Opportunities can now be created that are attached to an Account vs a Contact. [Build: 5.07]
	54. For Autotask users, PartNumber generation support was added under the Opportunities.Quote Products tab of the Autotask Setup window. [Build: 5.07]
	55. For Autotask users, In addition to a static Taxable and Non-taxable code, there is now a Tax Code option of "(Base on Material Code, Tax Category, Tax Region)" and a Tax Region drop down per Autotask Database (Products/Services/Service Bundles/Labor) on the "Product Data Source" tab of the Autotask Setup window. [Build: 5.07]
	56. For Autotask users, when Autotask is set as the Secondary CRM, on the Export Document to Autotask window, when clicking on the [Select Existing] button, the Select Autotask Contact window will appear and a query for the SoldToContact name from the quote will be automatically run. [Build: 5.07]
	57. For Autotask users, when selecting a company to associate with the quote, you will now be prompted to choose which location for the company (if the company has more than one location defined in Autotask). [Build: 5.07]
	58. For Autotask users, vertical scrollbars were added to the "close description" and description textboxes on the Opportunity window. [Build: 5.07]
	59. For Autotask users, when linking to the Autotask Products as a Product Data Source User, you can now include Autotask User Defined Fields [Build: 5.07]
	60. For Autotask users, when linking to the "Autotask products" type Product Data Source, it now includes the following fields: InternalProductID, ExternalProductID, SKU, BillingType, PriceMethod, Serialized, DoesNotRequireProcurement, EligibleForRMA, and DefaultInstalledProductCategoryID. [Build: 5.07]
	61. For Autotask users, the Opportunity Category field was added to the opportunity window. [Build: 5.07]
	62. For Autotask users, a default Opportunity Category can be set for new and existing opportunities under the Opportunities.Defaults tab of the Autotask Setup window. [Build: 5.07]
	63. The "Clear contact" toolbar button on the SoldTo/ShipTo tab is now a split button and supports the options of "Clear Contact Fields and Links to CRM" which is the default original behavior, and also the new option of "Clear Links to CRM only". This is very useful for customers that have switched to a different CRM. With this new feature, they can open the quote, choose the "Clear Links to CRM only" option, and then click on the "Create New Company in Contact Manager" button to create a new company in their new CRM using the company/contact data that is in the quote, and then when saving the quote, you will have the options to create an Opportunity\Deal, create follow up actions, and whatever other features their new CRM integration supports. [Build: 5.07]
	64. When a user removes a Product Data Source, the removal will be logged in the event.log file. [Build: 5.07]
	65. On the Literature tab of the File->Print window there is now a right click "Delete Literature File..." menu. When deleting Literature files this way the deletions will be automatically synced to QuoteWerks Web. Also added a [Delete] button and a new Misc Access right "CannotDeleteLiterature". [Build: 5.07]
	66. On the Literature tab of the File->Print window there is now an [Add] button. When adding a Literature File this way the new file will automatically sync to QuoteWerks Web. [Build: 5.07]
	67. On the Cover Pages tab of the File->Print window, while a Cover Page is selected in the drop down box, if you press the DEL key it will now delete the Cover Page file. When deleting a Cover Page File this way the deletion will be automatically synced to QuoteWerks Web. Also added a [Delete] button and a new Misc Access right "CannotDeleteCoverPages". [Build: 5.07]
	68. On the Cover Pages tab of the File->Print window, there is now a new [Add] button to use to select a file to copy into the Cover Pages folder. Also added new Misc Access right "CannotAddCoverPages". When adding a cover page this way the new file will automatically sync to QuoteWerks Web. [Build: 5.07]
	69. For GoldMine users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user. [Build: 5.07]
	70. For Act! Desktop users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user. [Build: 5.07]
	71. For Outlook users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user. [Build: 5.07]
	72. For QuickBooks Desktop and QuickBooks Online users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user. [Build: 5.07]
	73. For Peachtree users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user. [Build: 5.07]
	74. For Maximizer Desktop users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user. [Build: 5.07]
	75. Updated D&H warehouses list to Vancouver and Toronto. [Build: 5.07]

Version 23.0 Build 4 (released June 9, 2023)

	76. Added support for Goldmine 2023.2! [Build: 4]
	77. Added support for SugarCRM 13.0! [Build: 4]
	78. For QuoteWerks Web users, when editing a layout in QuoteWerks Desktop, if the QuoteWerks Desktop Layout file is updated with a newer file from QuoteWerks Web, a backup will be made of the QuoteWerks Desktop Layout file. Backups are located under the \QuoteWerks\Backups folder. [Build: 4.01]
	79. Act! v25 is now supported! [Build: 4.06]
	80. Act! for web v25.0 is now supported! [Build: 4.06]
	81. For Product Content Subscribers (Etilize), we've brought back screen scraping pricing for Newegg and Provantage using next generation screen scraping technologies. [Build: 4.06]
	82. On the Configurations window, there is now a right click "Copy Part Number" menu on the Configuration Items list. [Build: 4.06]

Version 23.0 Build 3 (released April 19, 2023)

	83. When you install a fresh installation of QuoteWerks and start it for the first time, you will be asked if you would like to connect it to a QuoteWerks Web instance. [Build: 3]
	84. When creating, editing, renaming, cloning or deleting a layout on the Print window, the changes will now automatically sync between QuoteWerks Web and QuoteWerks Desktop. [Build: 3]
	85. If you are using QuoteWerks Web with QuoteWerks Desktop, when you create new files, if they are not located under the main \QuoteWerks folder, or subfolder, you will be warned that the file cannot be synchronized to QuoteWerks Web. [Build: 3.01]

Version 23.0 Build 2 (released April 13, 2023)

	86. Act! for web v24.1 is now supported! [Build: 2.01]
	87. Autotask 2023.1 is now supported! [Build: 2.01]
	88. Autotask 2022.3 is now supported! [Build: 2.01]
	89. GoldMine 2023.1 is now supported! [Build: 2.01]
	90. SugarCRM version 12.3 is now supported! [Build: 2.01]
	91. 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. [Build: 2.01]
	92. 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. [Build: 2.01]
	93. 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. [Build: 2.01]
	94. 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. [Build: 2.01]
	95. 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. [Build: 2.01]
	96. 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. [Build: 2.01]
	97. 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. [Build: 2.01]
	98. 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. [Build: 2.01]
	99. 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. [Build: 2.01]
	100. 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. [Build: 2.01]
	101. 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. [Build: 2.01]
	102. For QuoteWerks Contact database users, you can now search for a QuoteWerks Contact Database contact by the CustomText01 and CustomText02 fields. [Build: 2.01]
	103. 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". [Build: 2.01]
	104. For API users, added AddonText01 field to the PRICING.PricingProfileNames, PRICING.PricingProfiles, PRICING.PriceModifers, EXRATES.ExchangeRates, and LOOKUP.LookupItems tables. [Build: 2.01]
	105. For QuoteValet users, added support for Opayo payment gateway, this is the replacement for Sage Pay. [Build: 2.05]
	106. 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. [Build: 2.05]
	107. 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. [Build: 2.05]
	108. Autotask 2023.2 is now supported! [Build: 2.09]
	109. 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. [Build: 2.01]

Version 23.0 Build 1 (released January 10, 2023)

	110. QuoteWerks Web now has a Setup->CRM Integrations area and the ability to completely setup the ConnectWise integration from within QuoteWerks Web. Also there is a Setup->Users area which has a full implementation of the user maintenance; you can add, edit and delete users, complete with all the security settings. QuoteWerks Web now has support for multifactor authentication including support for top Authenticator Apps (Google, Microsoft, etc.) and also Duo Push verification via the Duo Mobile App. QuoteWerks Web can also now run Reports with the Export option. [Build: 1.03]
	111. GoldMine version 2022.4 is now supported! [Build: 1.03]
	112. SugarCRM version 12.2 is now supported! [Build: 1.03]
	113. Sage 50 Accounting 2023 (Peachtree) is now supported! [Build: 1.03]
	114. Real-time Pricing and Availability is now available for USA Distributor ADI ( www.adiglobal.com ) if you have an account with this distributor and credentials are entered into QuoteWerks. Also, this real-time pricing is displayed on the Product Sourcing Panel. [Build: 1.03]
	115. The Product Content Subscription now has PartLocator support for BlueStar Canada. We've negotiated an arrangement with BlueStar to host their product data so as to provide our mutual customers with the best experience possible. [Build: 1.03]
	116. The Product Content Subscription now has PartLocator support for ADI USA. We've negotiated an arrangement with ADI to host their product data so as to provide our mutual customers with the best experience possible. [Build: 1.03]
	117. For QuoteValet Users, you can now have a custom Alias/CNAME in the QuoteValet URL. So, instead of www.quotevalet.com, the URL could be yourcompany.quotevalet.com. This feature is helpful, so your customers that are not familiar with QuoteValet will see your company name in the URL. This setting is on the General Tab of the QuoteValet Setup. [Build: 1.03]
	118. Replace has been added to the Edit->Find feature. You can select the Edit->Find menu (or press CTRL-F) which launches the find window and sets the Find Column to which will search all the columns. While on that window you can choose to just search a single column. Alternatively, you can CTRL click on the column heading to search that specific column. You can search for things like, search for lines with a profit margin less than 10, search for lines with an empty cell, search for dates greater than specified date. When the search is run, it will find and highlight the first match, then you can successively press the [Find Next] button to highlight the next match. As matches are found, this is also a great opportunity to press the highlight button to set a highlight color for the row the match is on. [Build: 1.03]
	119. You can now clone Required Items, Optional Items, and Substitute Items. [Build: 1.03]
	120. The Expires field (ExpirationDate) on the Sale Info tab of the Quote Workbook now contains a time portion. This is useful for specifying that a quote expires at 5pm on a certain day. This changed is also supported in QuoteValet. You can specify the default expiration number of days and time on the Documents.General tab under Tools->Options menu. In the time text box if you enter, for example, +5:35 then it will add 5 hrs and 35 minutes to the current time. Without a + symbol the time will be a fixed time. [Build: 1.03]
	121. Text Library. For Memo fields, the F2lookup now lets you store a text library of large chunks of text that are searchable enabling you to easily compose your statements of work, terms and other text intensive composition. Additionally the F2lookup now has a separate column that can contain a description of the value for reference purposes. As a result of these changes you no longer need to use the //in the F2Lookup value to include a description, but when importing a list of values from the F2lookup window you can use the // to import the description for the value. The F2Lookup can do more than store static text. See the help file about these F2 Lookup functions: SALESFORCE_MACRO, QW_MACRO, RUNAPPANDRETURNCLIPBOARD, REQUESTDDEVALUE. [Build: 1.03]
	122. Data Manager for Advanced Import, Export, and Mass updating under the Utilities->Data Manager menu. You can now Import/Export Bundles, Configurations, Required Items, Optional Items, Substitute Items (BCROS). You can also Import/Export Contacts and Vendors. This new advanced Export will save the DataSet in a CSV file format with the column headings. This enables you to easily open up this file in excel and make changes. Then you reverse the process and Import this file. No mapping is required. The option to backup your data before the Import is available (and highly recommended). This is an advanced feature that you must be very careful with. In addition exporting data, changing it in Excel, and then importing the changes, you can also just export out a formatted CSV file that only has the column headings in it so that you can enter new data to import. You can do this with Bundles, Configurations, Required Items, Optional Items, and Substitute Items. Import and Export activities are recorded in the Event Log for audit trail tracking. The use of the Data Manager is restricted to users with MasterRights and also the Misc Access Rights of "NonMasterRightsUser_CanExportFromDataManager", and "NonMasterRightsUser_CanImportFromDataManager". All the BCROS entities now have RecGUID, CreatedOn, and LastModifiedOn fields making it easy to see which records were recently imported in case you made a mistake when importing new records you know which records you would need to delete to undo your error. [Build: 1.03]
	123. The Data Manager also has a Mass Update tab. Currently you can use this to increase prices by a percentage for all Fixed Price products in a Native product database. [Build: 1.03]
	124. On the Flowchart tab of the Edit Configuration window there is now a [Find] button. This will do a contains search of the Selection Container Names. When a match is found, it will ensure the node is visible, highlight it in yellow, and ask if you would like to find the next occurrence. You can also press CTRL-F to initiate the Find. [Build: 1.03]
	125. Purchase Orders now have a POConfirmed field. Often customers email a purchase order to a Vendor, but have not yet received confirmation of the receipt of the purchase order from their vendor. There is also a "Non-Confirmed POs" filter on the Purchase Orders tab of the Purchasing window so you can easily see which Purchase Orders have not been confirmed so you can ping the vendor about it. [Build: 1.03]
	126. PO Items now have an ETADate field so that you have a place to store and stay on top of the Estimated Time of Arrival of the Purchase Order items as your vendor gives you updates. To manage this field, there is now a right click "Update PO ETA..." for a Purchase Order. This will update the ETA date to the same date for all the items in the PO. For more granular control, the right click menu for a PO Item, has a "Change ETA.." menu. With this you can update the ETA date for and individual PO Item. You can use this with manual orders and online orders. [Build: 1.03]
	127. PO Related HTML templates now have new macros available which are &POI_&TrackingInfo?, &POI_&ETADate, and &POI_&SerialNumbers. [Build: 1.03]
	128. On the Purchase orders tab of the Purchasing window, there is a new right click menu "E-mail Internal PO Status...". You can use this to email status information about the purchase order internally. The HTML template and email can be fully customized and including tracking and serial numbers. On the E-Mail Template Manager window, there is a new button [Edit SYS_PurchasingInternalPOStatus HTML]. Additionally on the Templates tab, under the owner of (System) there is a new email template of "SYS_EmailPurchasingPOInternalStatus". [Build: 1.03]
	129. On the Purchase orders tab of the Purchasing window, there is a new right click menu "E-mail PO status to customer(s)...". You can use this to email status information to your customers about the items ordered for them on the Purchase Order. The HTML template and email can be fully customized and including tracking and serial numbers. On the E-Mail Template Manager window, there is a new button [Edit SYS_PurchasingCustomerOrderStatus HTML]. Additionally on the Templates tab, under the owner of (System) there is a new email template of "SYS_EmailPurchasingCustomerOrderStatus". Since your Purchase Orders can contain items from different customers, this feature will send each of those customers status updates on only their items on the Purchase order related to them. There is also a grid toolbar button for this action in addition to the right click menu. [Build: 1.03]
	130. On the Purchase orders tab of the Purchasing window, building on the new right click menu "E-mail PO status to customer(s)...", there is a toolbar button "E-mail PO status to customer(s) for all updated POs". This is very powerful. With this you can update ETA dates, and receive inventory of multiple Purchase Orders, and when you click this button emails will be sent out to all customers that are affected by the PO changes you made since the last time you clicked this button! This is a huge time saver and reduces many of the "where is my order?" type of questions you receive by email and phone from your customers. [Build: 1.03]
	131. The Tools->Export Items to Excel menu will now format the Excel columns with the data type that the data is. Previously, all the columns were just formatted as "General". [Build: 1.03]
	132. For Product Content Subscribers, there is a new checkbox on the Product Content Subscription tab of the Real-time Setup Window labeled "Do Not Download Product Images from Etilize". This option is helpful for those users that do not include Etilize Pictures on their quotes and proposals. If this option is checked, when retrieving an Etilize products, the Etilize picture will not be downloaded. This will save network space and time retrieving products from Etilize for those users. [Build: 1.03]
	133. On the E-Mail Template Manager window, on the Templates tab, under the owner of (System) there is a new email template of "SYS_EmailDistributorNonStandardPricing" enabling you to customize the email that is sent after an Online Order when you have specified non-standard or discount pricing that you have previously negotiated with your distributor sales rep. [Build: 1.03]
	134. The Tools->Export Items to Excel menu will now format the Excel columns with the data type that the data is. Previously, all the columns were just formatted as "General". [Build: 1.03]
	135. SoldToEmail, ShipToEmail, and BillToEmail columns are now included in the Open Document window results grid. This is useful for doing a search and then exporting the list to your favorite email blasting service to send out notifications to your customers or leads. Examples like which customers purchased an HP server in the last year and send them an email about a new limited time discount. Or which customers have you sent a quote to in the last 6 months, etc. [Build: 1.03]
	136. When looking for a field or macro to insert into a layout, insert into a email template, insert into a text box, select as a filter field, etc there is now a lookup button that you can click on to do a contains search to quickly locate the field that you are looking for. [Build: 1.03]
	137. The times stored in the QuoteWerks databases and dtf files were always stored in the local time. Starting with v23 the date/time values (including the AddOnDate01) stored in the database will always be stored in UTC time. For most users they will not have to do anything differently. If you externally read or write to the QuoteWerks database directly you will need to account for this change in UTC time. If you use the QuoteWerks API, when reading a value it will be in local time, and you can pass local time into the API, the conversion to UTC only happens at the instant of the time value being saved into the database. In the v6.0 upgrade all time values in the databases will be changed from local to UTC. [Build: 1.03]
	138. The CustomDate fields could store a time component, but when exiting the field, QuoteWerks would always format as a date, stripping out the time. Now, if there is a time component in the CustomDate, it will be preserved. [Build: 1.03]
	139. Management Reports now have a Category field to make it easier to organize different types of reports. [Build: 1.03]
	140. Management Reports now track LastModified, LastModifiedBy, CreatedOn, and CreatedBy so you know who created and last modified your reports. [Build: 1.03]
	141. Various backups (like when importing products, etc) are now stored in the \QuoteWerks\Backups folder. Each day a backup is made a new folder will be created in the \Backups folder like "2022-09-25", and then any backup files created that day will be stored in that folder. The file name will contain the data type and the time in UTC 24 hour format. For a SQL backend, the backup feature for contact and vendors import now stores the backup data in the \Backups folder as (described above ) which is in a different location and format that previously used. If is the Access backend, the backup is saved as contacts.b01, vendors.b01, etc. [Build: 1.03]
	142. Added a button on the 'Other Realtime' tab of the Real-time Setup to Collapse or Expand the List of Other Real-time Vendors, making it easier to navigate to the vendor you are looking for in the long list. [Build: 1.03]
	143. In the Settings Manager, you can now control the height of the rows on the Document Items tab per user. The range is 285 to 1425. The default is a single row at 285. The setting is UserSettings\UserConfig\QuoteSheetRowHeight=285 [Build: 1.03]
	144. For Autotask users, Products will now map over the Period attribute from QuoteWerks. [Build: 1.03]
	145. Added support for new SYNNEX warehouse "Chicago, IL". [Build: 1.03]
	146. The Active Quotes panel indicator is now red if the quote is expired, and the currently open quote is indicated with a cyan color background. [Build: 1.06]
	147. Microsoft SQL Server 2022 is now supported! [Build: 1.11]
	148. For Goldmine users, when e-mailing a PO from the File->Print window, there is now an option to "Log sen e-mail in CRM Under e-mail Recipient record". [Build: 1.11]
	149. On the Company tab of the Tools->Options menu you can now specify a CompanyLogo, CompanyPicture1, and CompanyPicture2. You can use these in the layout designer as Application->CompanyPicture1, etc to insert them into all your layouts. Then with a single change of the file in this area, all the layouts will have this new picture. This is especially useful, for example, to insert a picture of a sales special in your layouts, and you can make one change and the sales special image will change in all the layouts that it was used in. Can also be used for displaying pictures of Awards, Events, Graphical Tag lines, a picture of your business location, and more. [Build: 1.09]
	150. You can now change the column width and column order for the columns on the F2Lookup window. You can also click on the column headings to change which column is sorted and in which sort direction. All these selections are remembered per user. [Build: 1.09]
	151. You can now change the column width and column order for the columns on the Zoom window. You can also click on the column headings to change which column is sorted and in which sort direction. All these selections are remembered per user. [Build: 1.09]
	152. On the Zoom window, the []Show Text Library checkbox last state is now remembered per user. [Build: 1.09]
	153. Added new option under the Tools->My Preferences Misc.General tab of "Use Windows Dialog for Preview Window Save As PDF". [Build: 1.09]
	154. Added new option under the Tools->My Preferences Misc.General(more) tab of "For memo fields (Except documentItems), F2 key / double click brings up: Zoom Window/F2Lookup Window" [Build: 1.09]
	155. When running the QuoteWerks installer to update an existing installation of QuoteWerks, the installer updates the QWOS.dll and QWServices.dll in the Common Files folder to perform installation services. If you choose to cancel the installation after starting it, you would be left with those newer updated files which if newer than your previous installation would cause your previous installation not to run. The installer now automatically restores those older files so you can continue to use the currently installed version of QuoteWerks. [Build: 1.09]

Version 5.7 Build 4 (released September 21, 2022)

	156. For Arrow Electronics users, you can now import quotes from Arrow. You can choose from a list of Arrow Electronics quotes created over the last 15, 30, 45, or 60 days. Alternately, you can enter in a specific Arrow 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 A button (Arrow Icon) located on the grid toolbar on the Document Items tab. The QuoteWerks Realtime Module is required for this functionality. [Build: 4]
	157. For Autotask users, existing opportunities will now only load when clicking on the opportunity dropdown on the Opportunity window. [Build: 4]
	158. For Act! for Web users, a new setting was added to the Setup Window for Opportunities. When checked, "Do not remove existing Companies and Contacts from Opportunities" will not remove any existing Companies or Contacts from the Opportunity. The SoldTo Contact will be added to the Opportunity as an additional Contact. [Build: 4]
	159. For Act! for Web 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: 4]
	160. For Hubspot CRM users, a new Deal datalink field 'dealstagename' was added for CRMOppHeader_CreateUpdate. This field will return the stagename label [Build: 4]
	161. For QuoteValet users, on the Upload to QuoteValet window, after clicking on the [Upload] button, you now have the option to choose a different template or change reminder options and the [Re-upload]. Useful in case you accidentally selected the wrong template you don't have to exit and come back. Also it makes it easier to choose different QuoteValet templates and upload to see what they each look like. [Build: 4]
	162. For QuoteValet users, if you hold the SHIFT key down while opening a quote, it will skip talking to QuoteValet to check for updates. This is useful for speeding up the opening of a quote when you know there have been no changes through QuoteValet. [Build: 4]
	163. GoldMine 2022.3 is now supported! [Build: 4.04]
	164. The SaveFile dialog now has a button to allow you to use the Windows File Explorer to select the folder location and file name of the new file. [Build: 4.04]
	165. Under Tools->Options under the Accounting tab, added the new option "Default 'Export to' on Create PO window. [Build: 4.04]
	166. For QuickBooks users, when exporting to QuickBooks, if another user has the Quote open that you want to export, you will now have a prompt that lets you continue with the export even though there is a chance the other user will overwrite your changes. The choice will be logged in the event.log for audit trail purposes. [Build: 4.04]
	167. ConnectWise 2022.1 is now supported! [Build: 4.04]
	168. QuickBooks Desktop USA version 2023 is now supported! [Build: 4.11]
	169. ScanSource USA discontinued their pricing integration API. We completely rewrote the ScanSource integration using the new ScanSource Pricing API (OAuth 2.0). The List Price/MSRP, product URL, and "On-Order" quantity will now be returned in addition to the previously available information. The new integration will require new ScanSource credentials to be obtained from ScanSource and entered into QuoteWerks, and as before requires the QuoteWerks Real-time Module. [Build: 4.11]
	170. Blue Star USA discontinued their pricing integration API. We completely rewrote the Blue Star integration using the new Blue Star json API (OAuth 2.0). The new integration will require new Blue Star credentials to be obtained from Blue Star and entered into QuoteWerks, and as before requires the QuoteWerks Real-time Module. [Build: 4.11]
	171. Real-time Pricing and Availability is now available for IT Distributor Blue Star in Canada! QuoteWerks already had an integration to Blue Star USA. [Build: 4.11]
	172. For Autotask users, ServiceBundle was added as a QuoteWerks Item Type. [Build: 4.11]
	173. On the Installation tab of Tools->Options, added the option of "Don't Unlock/Rescind Approval when converting to Order" and "Don't Unlock/Rescind Approval when converting to Invoice". [Build: 4.11]
	174. ConnectWise 2022.2 is now supported! [Build: 4.11]

Version 5.7 Build 3 (released July 8, 2022)

	175. Completely redesigned Act! for Web integration. It no longer requires that you are self-hosted or the additional installation on your IIS server. QuoteWerks can now integrate directly with all versions of Act! that can be accessed through a browser. The integration with Act! for Web includes the ability to search for contacts, create/update Opportunities, create/update activities, and upload quote attachments to Act! for Web. DataLink is supported for Contacts, Companies, Opportunities and Opportunity Products. In the setup window for Act! for Web, the activities priority, ring alarm, duration, and details can have default settings. Attachments and activities can either be saved under the contact or opportunity. If a contact does not have an address, the company address location can be used. Additionally you can attach files to Act! for Web 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 Act! for Web, and also links on the links tab that you can click to view the SoldToContact, ShipToContact, BillToContact, and Opportunity in Act! for Web. Additionally, emails sent from QuoteWerks are logged in Act! for Web notes tab. Act! versions 21 and higher are supported with this new integration. The Corporate Edition of QuoteWerks is required to integrate with Act! for Web. [Build: 3.16]
	176. SugarCRM version 12.1 is now supported! [Build: 3.16]
	177. SugarCRM version 12.0 is now supported! [Build: 3.16]
	178. Maximizer CRM 2022 R1 is now supported! [Build: 3.16]
	179. GoldMine 2022.2 is now supported! [Build: 3.16]
	180. On the Print Preview window when choosing to Save as PDF, it used to display a simple file selection dialog, now the SaveFile dialog is displayed giving you more save options. [Build: 3.16]
	181. The SaveFile Dialog has a new "[] Append subfolder" option. You can configure this subfolder on the Misc tab of Tools->Options, under "Save File Dialog Append SubFolder". When saving a file on the FileSave dialog, the Append Subfolder option will be generated using this macro. Macros support enables this file name to be different based on information in the document like &DH_SoldToCompany or &SoldToCompany\&DH_DocType. Since the full path is concatenated with these options there is now a preview of the full path on this dialog. Also this dialog will now auto-create any specified folder path if it does not exist. There is also a new option under the Misc.General tab of Tools->My Preferences "Save File Dialog Append SubFolder". When set this will default the "Append" checkbox to checked on the SaveFile Dialog. [Build: 3.16]
	182. For ConnectWise Manage users, when converting from Quote to Order if you are using ConnectWise Manage as a Secondary CRM, and on the Settings tab of the ConnectWise Setup, the "Display Export to ConnectWise window on each Save" option is set, the Export to ConnectWise window will now appear after the conversion to order. [Build: 3.16]
	183. For QuickBooks Online Users in New Zealand, the Global Tax Calculations on Purchase Orders is now supported. [Build: 3.16]
	184. Under Tools->My Preferences, General tab added new QWW options of "Enable AutoSave in QWW", and "Enable AutoSave for UNSAVED documents in QWW". [Build: 3.16]
	185. There is a new option "Backup existing data in product database before importing" on the Misc tab of the Tools->Options menu. [Build: 3.16]
	186. For QuickBooks Desktop users, you can now select a SoldToCompany from QuickBooks that includes a companyname:job and the JobName option on the Transaction.QuickBooks tab of the QuickBooks setup will then create a "subjob". [Build: 3.16]
	187. When manually editing the OpenWindowGridSettings user setting and adding the SubTotal column, it will now be formatted as currency. [Build: 3.16]
	188. The Opportunity DataLink can now be used to populate the QuotWerks PreparedBy field. [Build: 3.16]
	189. For MSCRM users, the MS CRM Setup window now has a 'MSCRM UserName Mappings' button for users to map QuoteWerks UserNames to MSCRM UserNames. [Build: 3.16]
	190. For MSCRM users, when retrieving the MSCRM Opportunity Ownername field using the DataLink and populating QuoteWerks PreparedBy or SalesRep field, the 'MSCRM UserName Mappings' will map the MSCRM UserName to the QuoteWerks user name. [Build: 3.16]
	191. The web browser "quotewerks:" protocol handler now supports passing in &SoldToAddress1, &SoldToAddress2, &SoldToAddress3, &ShipToAddress1, &ShipToAddress2, &ShipToAddress3, &BillToAddress1, &BillToAddress2, &BillToAddress3. The whole concept of SoldToAddress1,2,3 individual fields was a QuoteWerks design. Most CRMs would just have a single SoldToAddress with multiple line data in it, so the protocol handler supported passing in a &SoldToAddress and then it would parse out multiple lines. Now you can specify which lines you would like the address data to go to individually. [Build: 3.16]
	192. For QuoteValet users, when a quote has been accepted by the customer and you make changes to it, the messages that warns you that QuoteValet will not be updated with these changes now has an option on the dialog of "Don't show me this message again.". This is remembered per user. [Build: 3.16]
	193. The DocType label has been moved so that it will always be visible no matter what tab you have selected on the Quote Workbook. [Build: 3.16]
	194. On the Purchasing window, when receiving an item from a native product database vendor, there is an option "Receive into Inventory (Quantity in Stock)" that you can check to increase your Product database Availability number of the quantity in stock. On the Installation tab of the Tools->Options menu, there is a new option "Allocate Inventory On Item Receipt" that you can use to set the default for the "Receive into Inventory (Quantity in Stock)". [Build: 3.16]
	195. On the Open Document window, there is now a maximize/minimize button for the results grid which will expand the results grid to fill the entire window. [Build: 3.16]
	196. Added option "Hide Documents Bar" under the Misc.General tab of Tools->My Preferences. When set this will hide the Documents Bar on the main QuoteWerks window. This is useful for minimizing vertical space used on laptops with small vertical resolution. [Build: 3.16]
	197. Added option "Hide Quick Lookup toolbar" under the Misc.General tab of Tools->My Preferences. When set this will hide the Quick Lookup Bar on the main QuoteWerks window. This is useful for minimizing vertical space used on laptops with small vertical resolution. [Build: 3.16]
	198. Added option "Hide 'Totals for All Items' frame" under the Misc.General tab of Tools->My Preferences. When set this will hide the 'Totals for All Items' frame on the Document Items tab of the Quote WorkBook. This is useful for minimizing vertical space used on laptops with small vertical resolution. [Build: 3.16]
	199. Added option "Hide Main Toolbar" under the Misc.General tab of Tools->My Preferences. This is useful for minimizing vertical space used on laptops with small vertical resolution. [Build: 3.16]
	200. Added "Show/Hide window elements" dropdown toolbar button to the Grid Toolbar on the Document Items tab of the Quote WorkBook. With this you can Show/Hide various elements on-the-fly with the intent to free up vertical space when using QuoteWerks on laptops with small vertical resolution. The elements included are "Show/Hide Main Toolbar", "Show/Hide Quick Lookup Toolbar", "Show/Hide Documents Bar", and "Show/Hide Totals For All Items". Also available are "Show All Elements", and "Hide All Elements (minimal mode)". [Build: 3.16]
	201. On the Opportunities Dashboard you can now filter on PreparedBy. [Build: 3.17]
	202. On the Zoom window which is available when editing Memo text fields like Description, CustomMemo, etc, you can now highlight lines and press CTRL-SHIFT-L to turn the selected lines into a bulleted list. One caveat is that when the bulleted text wraps to additional lines, the additional lines are not indented to align with the bullet symbol. [Build: 3.21]
	203. On the SaveFile dialog when saving a PDF from the Preview window, the "Attach to CRM" file title will now automatically change to match the File name (minus the file extension) if you start manually changing the file name on this window. [Build: 3.21]
	204. For Autotask users, Autotask is sunsetting the SOAP API, which required a a complete rewrite of the entire Autototask integration to use their newer REST API. [Build: 3.21]
	205. On the Apply to tab of the User Properties, the "Commissions tab" entry is now renamed to "Sales tab" and will also copy the Monthly quota. [Build: 3.21]

Version 5.7 Build 2 (released April 7, 2022)

	206. AutoRecover has replaced AutoSave. AutoRecover and AutoSave are both ways to prevent loss of your in-progress work due to a variety of reasons including power loss, computer lock ups, network disconnect, SQL server timing out, etc. AutoSave permanently saves any changes you make to your document as you are making the changes. The downside of this is that you can't open up a document and just make some "hypothetical" or "what-if" to see what it looks like because the AutoSave just made those changes permanent. Also, often we want to open up an existing document, make changes and then just save those changes as a new document, but you can't do that with AutoSave either because it just made those changes permanent to the original existing document. AutoRecover is a superior solution. It just quietly saves a temporary backup of your in-progress work. If you choose not to save the changes, or just close the document, it discards those changes. If QuoteWerks quit unexpectedly for the above reasons, then when you re-launch QuoteWerks it will ask you if you want to recover the in-progress changes. Additionally, AutoRecover has been implemented when the feature to "Terminate Running Instance" is used. Previously it would save copies of all quotes that were open on the terminated instance. Now it just creates AutoRecover documents for them all. If AutoRecover sounds amazing, its because it is! Microsoft Word Desktop has had an AutoRecover feature for decades. For Developers, the addition of AutoRecover will require some changes. The AutoRecover document is stored in the DocumentHeaders and DocumentItems tables just like a regular document, however there is a new DocumentHeaders.IsAutoRecoverDocForDocRecGUID field. If this field is populated then this is an AutoRecover document. If querying the database you will want to make sure that you filter these documents out with IsAutoRecoverDocForDocRecGUID=''. In fact, when looking for documents you will aready want to apply the filter of TemplateType=0 AND Superceeded=0 AND IsAutoRecoverDocForDocRecGUID='' so that the query excludes templates, superseded documents and AutoRecover documents. We also renamed UserSettings KeyName='EnableAutoSave' to KeyName='AutoRecoverEnabled' and UserSettings KeyName='AutoSaveInterval' to KeyName='AutoRecoverInterval'.Also, since an AutoRecover can replace the previously saved document, changing the DocumentHeaders.ID value, it is recommended to query a specific document based on the DocumentHeaders.RecGUID. [Build: 2.11]
	207. For QuoteValet payment users, Stripe Checkout is now supported! Stripe Checkout differs from our standard Stripe Payments integration in that the customer is redirected to Stripe's own servers during the payment process. This offloading to Stripe ensures compliance across a full range of European regulatory requirements (PSD, PSD2, SCA, 3DS, 3DS2 etc). Setup requires only a few additional steps beyond the standard Stripe configuration (including adding a Webhook entry in Stripe's Dashboard and then pasting the corresponding signing secret into the Payment Setup in QuoteWerks). [Build: 2.11]
	208. POItems now have Custom fields that you can populate with information pulled from the quote. They are poiCustomText01, poiCustomText02, poiCustomText03, poiCustomText04, poiCustomText05, poiCustomNumber01, poiCustomNumber02, poiCustomMemo01, and poiCustomDate01. You can map which information gets copied into these fields from the Purchasing tab of the Tools->Options menu. Supports &DH_, &DH_, &APP_, and &SYS_ macros. It does not support &DH_&XXX or &DI_&XXX macros. [Build: 2.11]
	209. For Autotask users, Autotask Service Bundles can now be searched from the Product Lookup window. [Build: 2.11]
	210. For Autotask users, when searching by Description with Autotask Service Bundles lookup, the Invoice Description will now also be searched. [Build: 2.11]
	211. For Autotask users, you can now map the Invoice Description field when doing a Service lookup. [Build: 2.11]
	212. For Autotask users, when searching by Description with Autotask Service lookup, the Invoice Description will now also be searched. [Build: 2.11]
	213. For Autotask users, users can now see the Inventory on Hand for products on the Product Lookup window. This feature is accessed by right clicking on a product search result and selecting 'Show Autotask Inventory On Hand' [Build: 2.11]
	214. For Autotask users, when creating new products, the Vendor name will now be added to the product. [Build: 2.11]
	215. For Autotask users, a Won/Loss Reason combobox was added to the Won/Loss Opportunity window. [Build: 2.11]
	216. For Autotask users, a Close Description textbox was added to the Won/Loss Opportunity window. [Build: 2.11]
	217. For Autotask users, you can now specify a default Tax Code when using Autotask Service Bundles. [Build: 2.11]
	218. For Autotask users, you can now specify a default Item Type when using Autotask Service Bundles. [Build: 2.11]
	219. On the Print Preview window, if the user requires approval to "SavePDF", then when selecting the "Attach to CRM" action, this approval will be required before you can perform the "Attach to CRM" action. [Build: 2.11]
	220. When creating a Purchase Order in QuickBooks Online, If the Checkbox is not checked to use the QuoteWerks Vendor Maintenance Email Address for the Vendor in the QuoteWerks QuickBooks Online setup, the Primary Email Address for the Vendor/supplier in QuickBooks Online will be used. This mimics the behavior when manually creating a Purchase Order for a Vendor / Supplier in QuickBooks Online. Prior to this change, the email address would be blank if the checkbox was not checked. [Build: 2.11]
	221. For QuickBooks Online users, when creating a new Item in QuickBooks Online (In addition to just the Purchase Order), the PO Description / Purchasing Description mapping set in the QuickBooks Online Settings window will be used for the Purchasing Description if the mapped field is different than the Description Field mapping. [Build: 2.11]
	222. Expansion of PrintTime macros. When printing from a layout or a word document, you can use macros like &DH_SoldToCompany in the IntroductionNotes, ClosingNotes, PurchasingNotes, InternalNotes, and DynamicNotes fields that will be replaced with their actual values in the print output only. Now you can also use the PrintTime macros in the CustomText01-CustomText28 and CustomMemo01-CustomMemo04 fields. [Build: 2.11]
	223. For Peachtree users, on the Export to Peachtree window, clicking on the DocDate column will now sort by date. [Build: 2.11]
	224. For VendorRFQ users, when clicking on the [Update] button on the Product Sourcing Panel when a VendorRFQ vendor is selected, you will now be prompted if you want to just update the line item with the current price from the selected RFQ vendor, or if you want to do that and also award the vendor the bid which closes out the bidding for all the other RFQ vendors. [Build: 2.11]
	225. In the Settings Manager, you can now highlight and copy text from the Section Name and Key Name text boxes when editing/viewing a setting. All the text boxes are now wider as well. [Build: 2.11]
	226. The Tools->Refresh Item Details now supports updating the UnitCost, UnitPrice, UnitList, CostModifier, and PriceModifier fields. When updating these fields from the Refresh Item Details window, you have more advanced control over the pricing fields as opposed to the Get Latest Pricing feature. When using Refresh Item details, if you update the Price, the PriceModifier will be cleared just like when you manually enter a price in the line item through the Document Items grid. Same for the Cost and CostModifier. There is an option "[] Display Adjust Price Dialog if cost is changed" which will give you a chance to apply a UnitCost change and also determine the UnitPrice should be affected if the UnitPrice was being calculated by a PriceModifier. Using Refresh Item Details, it simply updates individual specified fields without any regard to the relationships between these Pricing fields. In contrast, the Refresh item w/Latest Pricing behaves differently depending upon if there is a CostModifier and/or PriceModifier. If there is no PriceModifier, then it will update all the pricing fields including the UnitCost, UnitPrice, and UnitList fields, however if there is a Price Modifier, it will update the UnitCost and UnitList and then ask how you want to handle the UnitPrice that is being affected by the change in UnitCost. [Build: 2.14]
	227. You can now set Access Rights for more than one Literature file at a time. To do this, From the File->Print window, you need to check the "Administration mode" checkbox, and then place a checkmark next to every Literature file that you want to set the same Access rights for, then right click and choose "Set Access Rights for all checked items". [Build: 2.14]
	228. You can now enter an ItemType for a Section Header type line item. This gives you more control over not including this type of line item when calculating Deposit Required summing. It is not recommended to use this to Include the Section Header total, but rather to disclude it from the summing action. [Build: 2.14]
	229. The [Request Approval] button on the Print window will now be enabled even if the customer has accepted the quote through QuoteValet. The reason is that after the acceptance, maybe the sales rep needs to change a Purchasing Notes field or similar field and with this button enabled they can now request the approval again. [Build: 2.14]
	230. When one or more line items are selected in the Quote WorkBook and you press the down or up arrow key, these selections will be cleared. Also on the Edit->Line Attributes window, pressing ENTER while on any field will perform the same action as clicking on the OK button. [Build: 2.14]
	231. When using Tools->Refresh pricing w/Latest if the item pricing method was P or M, and the realtime pricing vendor returned a list price and the list price will now be updated. [Build: 2.14]
	232. GoldMine 2022.1 is now supported! [Build: 2.22]
	233. SugarCRM version 11.3 is now supported! [Build: 2.22]
	234. For SugarCRM users, you can now create a new SugarCRM Account and Contact record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the Contact field cannot already be populated with a contact that was retrieved from SugarCRM. Also, the Company, and Contact must be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature. [Build: 2.22]
	235. For salesforce.com users, discount line items will now be included in Opportunities. [Build: 2.22]
	236. For MS CRM users, when using Data Links, custom ListType fields now return the Name field instead of the numeric Value. [Build: 2.22]
	237. When Saving as Next Revision, if there is an existing CRM Opportunity associated with this quote, the opportunity will be updated. [Build: 2.27]
	238. ConnectWise 2021.3 is now supported! [Build: 2.11]
	239. For Autotask users, when adding a product to an Autotask quote, the Autotask product description field can now include Document Item macro fields. Ont he Autotask integration Setup window, under the Opportunities.Quote Products tab the Mappings section includes a Description tab. [Build: 2.36]
	240. For Autotask users, when retrieving recurring products from Autotask, there is a new setup option to choose if the First Payment should be included. In the QuoteWerks Autotask setup, this option is found by navigating to the Opportunities tab and then to the Quote Products sub-tab. The check box is named "First Payment Included in Document Totals for Recurring Products". [Build: 2.36]
	241. For Autotask users, there is now a Contains and Begins with search option on the Lookup contact window. [Build: 2.36]
	242. For Autotask users, default Status, Staging, Close Reason, and Close descriptions can be added for the various stages of a quote. These settings can be found by navigating to the Opportunities tab and then to the Stages sub-tab. [Build: 2.36]
	243. For ConnectWise users, product lookup searches that return lots of results are now significantly faster. [Build: 2.36]
	244. The Utilities->Document Transport File Diagnostics window has been redesigned and combined with the Utilities->Document Backup Manager. The result is that now there is just a Utilities->Document Transport File Manager menu. This new Document Transport File Manager has a begins with search feature useful for locating a dtf file in the list. There is now a [Restore] button that makes it easy for you to restore the database version of the quote from a DTF file version of the quote. There is also a Right click "Open Document in DB" menu. The Utilities->Document Transport File Manager now shows more details about the .bxx, .dtf, or .dta file, including details like GrandTotal and number of line items, and about the DB version of the document if it exists. [Build: 2.39]
	245. The Import Document now shows more details about the selected .bxx, .dtf, or .dta file, including details like GrandTotal and number of line items, and about the DB version of the document if it exists. [Build: 2.39]
	246. The File->Document Properties window now shows more details about the selected .bxx, .dtf, or .dta file, including details like GrandTotal and number of line items, and about the DB version of the document if it exists. [Build: 2.39]
	247. When placing an Online Order With Tech Data, Ingram Micro, SYNNEX, or D&H, none of them support supplying a ShipToEmailAddress for the electronic order. However we've added a ShipToEmailAddress field to these distributors order screens so that after the order is placed and the QuoteWerks PO is saved in QuoteWerks this ShipToEmailAddress will be populated in the QuoteWerks PO. [Build: 2.39]