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Version 5.4 Build 7.12 Summary
36 New, 41 Fixes, and 4 Miscellaneous features Released on 07/24/2019
View all features/fixes from all builds of version 5.4

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New Features - Build 7
 1. QuoteWerks licenses (Standard/Professional/Corporate/Real-time) have traditionally been sold as an upfront one-time purchase with maintenance paid annually on those licenses. QuoteWerks now offers an optional subscription based model were you can pay monthly or annually to use QuoteWerks (also known as Software-as-a-Service or SaaS). In QuoteWerks you will enter an "X" License Key that will then be used to contact the QuoteWerks licensing server to obtain the licensing details. [Service Release: 7.03]

 2. For Product Content Subscribers, there is now an "In Stock Recently" checkbox and search results column for the Etilize Search on the Product Lookup Window. When checked, results will be limited to only products in which your distributors had stock in the last 24 hours. This really helps de-clutter your results by not showing items that haven't been in stock with your distributors for a while. This "in stock recently" is based on the last updated PartLocator data for Tech Data (US, UK, CA), Ingram Micro (US, CA, AU), D&H(US, CA), and SYNNEX (US, CA). The results will be based on your accounts with these distributors and region. [Service Release: 7.03]

 3. For Product Content Subscribers, there are new columns on the Etilize Search Results Grid for "List Price High" and "List Price Low". Seeing the List Price for all the result records in the initial search helps you narrow down your price point before individually retrieving realtime Pricing & Availability for each result. Distributors often have different list prices for the same item, so we show the Lowest and Highest List Price for reference. You can sort the Grid based on the List Prices. List prices are based on the last updated PartLocator data for Tech Data (US, UK, CA), Ingram Micro (US, CA, AU), D&H(US, CA), and SYNNEX (US, CA). The results will be based on your accounts with these distributors and region. [Service Release: 7.03]

 4. For Product Content Subscribers, it is significantly faster to search Etilize, search the Part Locator and retrieve realtime Pricing & Availability. Also the user experience is smoother with just a single query to do the Etilize and Part Locator search. [Service Release: 7.03]

 5. For Product Content Subscribers, when sourcing Etilize Items for Bundles and Configurations, the list price will now be returned even if the item is not available from Tech Data. [Service Release: 7.03]

 6. For ACT! users, we've completely re-engineered the ACT! Desktop integration, adding many new capabilities that have been requested by the ACT! community. In this process, we have discontinued support for ACT! 2005, 2006, 2007, 2008, and 2009. QuoteWerks now integrates with ACT! 2010 and higher. [Service Release: 7.03]

 7. For ACT! users, you can now integrate with the running instance of ACT!, or you can specify the ACT! database PAD file and credentials to integrate with ACT even when it is not running. [Service Release: 7.03]

 8. For ACT! users, when ACT! activities (Calls/Meetings/To-dos) are created, they are linked to the ACT! Opportunity not the contact. [Service Release: 7.03]

 9. For ACT! users, when ACT! linked document DTF attachments are created, they are linked to the ACT! Opportunity not the contact. [Service Release: 7.03]

 10. For ACT! users, quotes can now be linked to an existing ACT! opportunity, rather than you always having to create a new opportunity in ACT! [Service Release: 7.03]

 11. For ACT! users, you can now set defaults for priority, ring alarm, duration, and details that are used when QuoteWerks creates ACT! calls, meetings, and to-dos. [Service Release: 7.03]

 12. For ACT! users, when creating/updating an ACT! Opportunity, there is now an Attachments tab on the Opportunity window that you can use to manually attach other files to the ACT! opportunity that QuoteWerk is creating/updating. [Service Release: 7.03]

 13. For ACT! users, bi-directional Data Linking is now supported for the ACT! Opportunity Header. Field information can be copied from QuoteWerks into the ACT! Opportunity and then fields can also be copied from the ACT! Opportunity into QuoteWerks. This happens when QuoteWerks creates or updates an ACT! Opportunity. This can be done on the Opportunity level with the EventAction of "CRMOppHeader_CreateUpdate". [Service Release: 7.03]

 14. For ACT! users, bi-directional Data Linking is now supported for the ACT! Opportunity Items. Field information can be copied from QuoteWerks into the ACT! Opportunity Item and then fields can also be copied from the ACT! Opportunity Item into QuoteWerks. This happens when QuoteWerks creates or updates an ACT! Opportunity. This can be done on the Opportunity Item level with the EventAction of "CRMOppItem_CreateUpdate". [Service Release: 7.03]

 15. For ACT! users, you can now create a new ACT! 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 SoldTo field cannot already be populated with a contact that was retrieved from ACT!. 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. [Service Release: 7.03]

 16. For ACT! users, Opportunities that QuoteWerks creates in ACT! can now be renamed at any time inside of ACT!. The ACT! Opportunity will be located using a record id instead of the name. [Service Release: 7.03]

 17. For ACT! users, Calls that QuoteWerks creates in ACT! can now be renamed at any time inside of ACT!. The ACT! Call will be located using a record id instead of the name. [Service Release: 7.03]

 18. For ACT! users, Meetings that QuoteWerks creates in ACT! can now be renamed at any time inside of ACT!. The ACT! Meeting will be located using a record id instead of the name. [Service Release: 7.03]

 19. For ACT! users, To-dos that QuoteWerks creates in ACT! can now be renamed at any time inside of ACT!. The ACT! To-do will be located using a record id instead of the name. [Service Release: 7.03]

 20. For ACT! users, the contact search window now allows you to do a "Begins with" or "Contains" search for ACT! Contacts. [Service Release: 7.03]

 21. For ACT! users, when selecting a secondary contact, if no company, phone, fax, or country was specified for the secondary contact, these fields will be filled in with data from the main contact record. [Service Release: 7.03]

 22. For Act! users, when choosing a secondary contact to pull into the quote, the DataLink is now supported. [Service Release: 7.03]

 23. For ACT! users, we've added incremental auto migration of old data. Linking ACT! activities (Calls/Meetings/To-dos) to the ACT! opportunity instead of the ACT! contact and also linking the DTF file attachment to the ACT! Opportunity instead of the ACT! Contact is a major change. For all the existing quotes that have their Calls, Meetings, To-dos, and Attachments linked to the ACT! Contact, when you open the quote in QuoteWerks and choose to create/update these, QuoteWerks will find the existing records (by name), including the Opportunity and move them to all be under the same opportunity. In this process, their record ids will be saved into the quote so that they will no longer be linked using their name. [Service Release: 7.03]

 24. For Supplies Network customers, added support for the new required API Key for realtime Pricing & Availability requests. [Service Release: 7.03]

 25. Added SoldToMobile, ShipToMobile, and BillToMobile fields to the list of QuoteWerks fields you can retrieve a Data Link value into. [Service Release: 7.03]

 26. For ConnectWise Manage Users, in the Settings Manager, you can set SystemSettings\ConnectWise\DontSetShipToContactInOpportunity=-1 AND SystemSettings\ConnectWise\DontSetBillToContactInOpportunity=-1. When set, QuoteWerks will not copy the ShipTo/BillTo from the Quote into the ConnectWise Opportunity. Instead, the ConnectWise Opportunity will use the ShipTo/BillTo default addresses specified in ConnectWise. [Service Release: 7.03]

 27. For ConnectWise Manage Users, in the Settings Manager, you can set SystemSettings\ConnectWise\DontFormatPhoneNumber=-1 to not format the phone number when retrieved from ConnectWise Manage. In most cases, the ConnectWise Manage API returns the Phone number as unformatted (ie no spaces or dashes). This is helpful for Australian Customers. [Service Release: 7.03]

 28. ConnectWise 2019.4 is now supported! [Service Release: 7.06]

 29. For Act! users, when creating/updating the Act! Activity, the regarding field can now be changed on the activity window. [Service Release: 7.06]

 30. SugarCRM 9.1 is now supported! [Service Release: 7.10]

 31. Sage 50 Accounting 2020 US Edition (Peachtree) is now supported! [Service Release: 7.10]

 32. For QuoteValet users, QuickBooks Payments is discontinuing support for the legacy payments API on November 12, 2019. We've added support for the new "QBMS Payments API", which also supports ACH (e-check) in addition to credit cards. [Service Release: 7.11]

 33. For SugarCRM users, in the Settings Manager, you can set SystemSettings\SugarCRM\DisableMD5Encryption=-1 in scenerios where this is needed. [Service Release: 7.11]

 34. For QuickBooks Online users, QuoteWerks Macro fields can now be used for the Customer Message and Memo fields when creating Estimates, Invoices, and Sales Receipts. This is configured on the Transaction tab of the QuickBooks Online Settings window. [Service Release: 7.11]

 35. For QuickBooks Online users, added PreparedBy and CustomText21 through CustomText28 as available fields to map to QuickBooks Online Custom Fields. This is configured on the Mappings tab of the QuickBooks Online Settings window. [Service Release: 7.11]

 36. For QuickBooks Online users, when exporting items to QuickBooks Online there is now a QuickBooks ItemName auto-generation feature. In the simplest scenario you can setup the link to just use a QuoteWerks part number like the Manufacturer field as the QuickBooks ItemName. As a starting point, the value from a specified field like the QuoteWerks ManufacturerPartNumber field is used. The auto-generation feature will allow for more than this when the InternalPartNumber or any CustomTextxx field is selected as the mapped field. This new auto-generation feature will allow for many scenarios of use, including the ability to maintain your own proprietary part numbers in QuickBooks and pull them from QuickBooks using the product data source link. You can even use the Etilize functionality in combination with your own proprietary parts in QuickBooks. There are 2 auto-generation options. With "Do not auto-generate", when exporting items to QuickBooks, if the mapped field is empty, this will stop and force you to specify your proprietary part number and re-export. If you pulled the part from QuickBooks, it will already have your proprietary part number from QuickBooks. This is useful when you have custom part numbers that are not based on any field or combination of fields. With "Do not auto-generate", when exporting items to QuickBooks, if the mapped field is empty, then you will be forced to manually specify an ItemName before proceeding. This is used when using your own proprietary part numbers. With "Auto-generate using macro:", when exporting items to QuickBooks, instead of just using a simple field value like the ManufacturerPartNumber to become the QuickBooks ItemName, you can choose to have the QuickBooks ItemName auto-generated using a macro like &DI_ItemType:&DI_ManufacturerPartNumber. [Service Release: 7.11]

Misc Features - Build 7
 1. For Zoho CRM users, the test button on the Zoho Setup Window in QuoteWerks will now check the Accounts module instead of Leads for validating the API. [Service Release: 7.03]

 2. For MS CRM users, the Product ID Mapping settings on the MS CRM Setup window were removed since Write In products do not have an item name. [Service Release: 7.03]

 3. The "Keep the same numeric sequence and change document type designator" option on the Installation tab of the Tools->Options menu now defaults to checked. [Service Release: 7.03]

 4. For Zoho CRM users, a Data integrity and compatibility check was added requiring the running installation of QuoteWerks to not be more than one year old. "This build of QuoteWerks was released over one year ago. Please update QuoteWerks to ensure compatibility with the current version of ZOHO and the integrity of your ZOHO data." [Service Release: 7.11]

Fixes - Build 7
 1. For MS CRM users, Opportunities that had a description with a line break was having the formatting stripped when re-saving the Opportunity through QuoteWerks. [Service Release: 7.03]

 2. For Autotask users, when saving quote line items with line breaks from QuoteWerks, the line breaks were removed when added into Autotask. [Service Release: 7.03]

 3. For Autotask users, Shipping items added from QuoteWerks were not being set to NonTaxable if the mapped Material code from Autotask was set to NonTaxable. [Service Release: 7.03]

 4. For Autotask users, loading an Autotask products from the QuoteWerks Product Lookup window could cause an error if the product URLs were longer than 255 characters. [Service Release: 7.03]

 5. For ACT! users, the ForecastProbability setting was not being set as the default probability for new opportunities [Service Release: 7.03]

 6. For Salesforce users requiring the TLS 1.2 protocol for integrating with Salesforce.com, the security protocol was not being set. Starting in October 2019, all inbound or outbound connections from Salesforce communities, sites, and portals must use TLS 1.2. [Service Release: 7.03]

 7. When doing an Item search from the Open Document window, if you had manually added a DocumentHeaders.CustomTextXX field, and had clicked on that column to sort it, then would receive an error about an 'ambiguous column' when next performing an item based search. [Service Release: 7.03]

 8. When a user did not have master rights, when clicking on the unique values drop down list in the Open Document Item search or the Tools->Find Quoted Item search would receive error about invalid column name. [Service Release: 7.03]

 9. For SYNNEX online ordering users, when checking on the status of an order if the SYNNEX POS service was not activated by SYNNEX, QuoteWerks would not display that error message from SYNNEX. [Service Release: 7.03]

 10. For Product Content Subscribers, when using the Etilize Panel on a non-Etilize Vendor in the Product Lookup, the Panel would not load the Etilize item until you clicked on another product. [Service Release: 7.03]

 11. An errors would occur if the Quote WorkBook window was too small to display the Document Items Grid and the Etilize Panel. Now, a message will be displayed and the Etilize Panel will not be shown. [Service Release: 7.03]

 12. For Product Content Subscribers, when selecting an Etilize item to add to the quote and there is not a Vendor Selected, the ?You must specify SectionName, AND KeyName values!? error would be displayed. [Service Release: 7.03]

 13. For Product Content Subscribers, when using Etilize on the Product Lookup Window, if the Etilize search was in progress and the user clicked on another item or area of the Product Lookup window, errors would be displayed. [Service Release: 7.03]

 14. For Arlington customers, resolved an issue when retrieving Pricing and Availability. [Service Release: 7.03]

 15. For QuickBooks Online Users, when creating Purchase Orders in QuickBooks Online, the Products were incorrectly set as a Billable Expense. They now have a Billable Status of Not Billable. [Service Release: 7.03]

 16. For QuickBooks Online Users, the Total Tax amount for an Estimate, Invoice, or Sales receipt would be set to $0.00 after switching to what QuickBooks calls "new sales tax" in QuickBooks Online. [Service Release: 7.03]

 17. For QuickBooks Online Users, if an existing QuickBooks Item Name contained a Single Quote (?), QuoteWerks would not find the Item and would try to create a new one. An error would be returned and the document would not be exported to QuickBooks Online. [Service Release: 7.03]

 18. For Maximizer CRM users, retrieving the User Access URL from the User Preferences Contact Manager screen in QuoteWerks was not showing the correct URL for United Kingdom Maximizer CRM users. [Service Release: 7.03]

 19. For MS CRM users, custom currency and date fields for Opportunities were not working with the DataLink. [Service Release: 7.03]

 20. For Zoho CRM users, error when attempting to retrieve a Zoho CRM account that has a parent account associated with it. [Service Release: 7.03]

 21. For Zoho CRM users, the "View Deal in Zoho" button on the "Update Existing Deal" window was not generating the correct Zoho CRM Deal opportunity url. [Service Release: 7.03]

 22. For Salesforce users, displaying the opportunity window could take up to 30 seconds to load [Service Release: 7.03]

 23. For ConnectWise Manager users, if a DataLink was set up for ConnectWise to operate with the CRMOppItem_CreateUpdate event, if writing a field value from QuoteWerks to one of the Line Item fields in ConnectWise, and if on the quote document in QuoteWerks a shipping value is set, if the document is attempted to save to ConnectWise, a runtime 9 error is encountered. [Service Release: 7.03]

 24. For ConnectWise Manage users, if after immediately launching QuoteWerks, a document was opened that was associated with a ConnectWise Opportunity and the "File->Convert to Lost" menu was selected, an error 91 would occur. [Service Release: 7.03]

 25. For Autotask users, the ItemType on the Shipping window in QuoteWerks was not being used for mapping over the shipping service into Autotask. [Service Release: 7.03]

 26. When sending an email with Portuguese characters (or similar), the characters would not be properly displayed in the received email and the attachments could become corrupted. Issue was introduced in v5.4 build 6.01. [Service Release: 7.03]

 27. For Peachtree users, when exporting to Peachtree sometimes a customer would not be found when it existed. [Service Release: 7.06]

 28. For Act! users, updating old Act! Opportunities could cause an record id was blank error message to appear. [Service Release: 7.06]

 29. For Act! users, the estimated close date was not being updated on re-saved Opportunities. [Service Release: 7.10]

 30. For Act! users, the date field shortcut keys were added back to the Opportunity window. [Service Release: 7.10]

 31. For MS CRM users, re-saving an opportunity in QuoteWerks would create a probability change post on the posts tab of the Opportunity in MS CRM. [Service Release: 7.10]

 32. For MS CRM users, when attempting to un-link and re-link to a different Opportunity in MS CRM, the Opportunity on the Links Tab in QuoteWerks was not being updated. [Service Release: 7.10]

 33. For MS CRM users, searching for a MS CRM contact on the QuoteWerks Lookup window with a space in the name would not return the search result if you include the space in the search. [Service Release: 7.10]

 34. For Scansource customers using the Product Content Subscription, Scansource products were not being returned from the PartLocator when performing an Etilize search from the Product Lookup. This issue started in v5.4 Build 7. [Service Release: 7.10]

 35. For Sage 50 Accounting US Edition (Peachtree) users, version 2020 now fixes a long time issue in the Peachtree API. When you update to Peachtree 2020, and this build of QuoteWerks, the export to Peachtree will be faster. [Service Release: 7.10]

 36. For MS CRM users, creating or re-saving a follow up call could show an error before the window loads. [Service Release: 7.10]

 37. For MS CRM users, the date field shortcut keys were added back to the Opportunity and Follow up Call windows. [Service Release: 7.10]

 38. For QuickBooks Online Users, if a Discount or Charge Line was below a Running Subtotal on the QuoteWerks Document, the Discount or Charge line would be incorrectly calculated in QuickBooks Online. [Service Release: 7.11]

 39. For Autotask users, if an item type is not set on the shipping form, an error would occur after adding the quote items. [Service Release: 7.11]

 40. For MS CRM users, re-saving an Opportunity will not update the probability on the Opportunity if it was changed on the QuoteWerks Opportunity form. [Service Release: 7.11]

 41. For Act! users, a runtime error 13 would occur when clicking on the Test button on the Contact Manager tab of the Tools->My Preferences menu. [Service Release: 7.12]

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