407-248-1481
QuoteWerks Update Center
example: QuoteValet "payment option" -deposit
Version 5.6 Build 1.09 Summary
Version 5.6 Build 1.09 Summary
| 54 New, 40 Fixes, and 6 Miscellaneous features Released on 11/11/2020 View all features/fixes from all builds of version 5.6  Download (91.9 MB) See a video showcasing the new features. | ||
| New Features - Build 1 | ||
| 1. Added new "Enable individual Resource security" option on the Security tab of Tools->Options. When this option is set, you can specify File Access Rights for individual files like Cover Pages, Print Layouts, and Literature. Print Layouts support View and Modify. Cover Pages and Literature support View only. To set these File Access Rights, right click on a Print Layout or Literature file and choose "Set Access Rights...". This right click menu is not available on the 'Additional' Layouts tab, all Access Rights for layouts must be set through the 'Primary' tab. For a Cover Page, select the Cover Page, and click on the [Set Access Rights] button next to the Cover Page drop down list. You will be able to set these File Access Rights if you are a user with Master Rights or if you have the new Misc Access right of "NonMasterRightsUser_CanAdministerDeliverables". When this "Enable individual Resource security" option is activated, no users will be able to see any Cover Pages, Print Layouts or Literature files. To see these files and assign Access Rights, you will need to be a user with Master Rights (or have the Misc Access right of "NonMasterRightsUser_CanAdministerDeliverables"), and you will need to check the "[] Administration Mode" checkbox on the Print window. This will show all the Cover Pages, Print Layouts and Literature files. In this mode, any files that do not have any Access Rights set for them will be displayed in red (meaning they will not be visible by any users). For Files that do have Access rights set for them, you will see an indicator prefix like [ 02 ] in front of the name of the Cover Page, Print Layout or Literature file. This will indicate how many different users or groups have access to see this Cover Page, Print Layout or Literature file. When the "[] Administration Mode" checkbox is checked, you will be able to select multiple layouts at the same time by holding down the SHIFT or CTRL key while clicking on each individual Layout. The Access Rights that you set will be applied to all the selected layouts. Any previous rights set for these selected files will be replaced. The default rights to apply to all the files will be the ones for the layout that you right clicked on. | ||
| 2. You can now show/hide individual toolbar buttons on the Document Items tab Grid Toolbar. These buttons can be hidden per user under the Menus tab of the User Properties window. There is a new "Grid Toolbar" hive in the treeview. Of note, some of the actions are available through a Menu and a Toolbar button. You will need to Show/Hide these actions separately. | ||
| 3. For Maximizer users, Maximizer CRM 2020 R2 is now supported | ||
| 4. For MS CRM users (Microsoft Dynamics), OAuth2 authentication is now supported. This is helpful for Microsoft Dynamics CRM customers that have Multifactor Authentication (MFA) / Two Factor Authentication (2FA) enabled in Dynamics. | ||
| 5. For QuickBooks Desktop and QuickBooks Online users, you can now re-export Purchase Orders to QuickBooks. On the Purchase Orders tab of the Purchase window, right click on a Purchase Order and choose "Re-Export PO to 'QuickBooks'". | ||
| 6. For Peachtree/Sage 50 US Edition users, you can now re-export Purchase Orders to Peachtree/Sage 50 US Edition. On the Purchase Orders tab of the Purchase window, right click on a Purchase Order and choose "Re-Export PO to 'Peachtree'". | ||
| 7. For ConnectWise Manage users, you can now re-export Purchase Orders to ConnectWise Manage. On the Purchase Orders tab of the Purchase window, right click on a Purchase Order and choose "Re-Export PO to 'ConnectWise'". | ||
| 8. For Autotask users, you can now re-export Purchase Orders to Autotask. On the Purchase Orders tab of the Purchase window, right click on a Purchase Order and choose "Re-Export PO to 'Autotask'". | ||
| 9. For Product Content Subscribers using Etilize as a Product Source, the Etilize "My Favorites" now supports Folders. This will enable you to organize your commonly quoted products in folders and sub-folders instead of scrolling through an unorganized list of products. | ||
| 10. For Product Content Subscribers using Etilize as a Product Source, under the Etilize Product Source, there is now a "Public Favorites" folder. This feature is similar to the Etilize "My Favorites", but can be seen by all users. At a site level, you can organize your commonly quoted products in folders and sub-folders to make it easy for your sales people to quote the items you want them to quote without having to search Etilize for them. | ||
| 11. For Product Content Subscribers using Etilize as a Product Source, there is a new Etilize "Workspace" feature. The new feature is very useful when doing research. You can easily add products that you are considering selling to your customer, or products that you might want to sell, but need to do some more research on. Products that you add into the Workspace folder are remembered the next time you run QuoteWerks, so you can easily come back to the products you have been working with. Each user has their own Workspace. This Etilize Workspace folder is different than the Etilize "My Favorites" folder and Etilize "Public Favorites" folder. | ||
| 12. The Product Content Subscription now has PartLocator support for Arlington. We've negotiated an arrangement with Arlington to host their parts list to provide our mutual customers with a better ability to locate Arlington part numbers when quoting. For Toner and other related searches both the Brand Name item and the Remanufactured item will be available in the results. | ||
| 13. For QuickBooks Online users, on the Mappings.Items tab of the setup there is now an option to choose which field from the QuoteWerks line item that is used for the QuickBooks Item Description. You can choose Description, CustomMemo01, CustomMemo02, CustomMemo03, CustomMemo04, CustomMemo05. | ||
| 14. For QuickBooks Online users, on the Mappings tab of the setup, there is now an option to choose which field from the QuoteWerks line item that is used for the QuickBooks Purchasing Description on Purchase Orders (POs). You can choose Description, CustomMemo01, CustomMemo02, CustomMemo03, CustomMemo04, CustomMemo05.
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| 15. For QuoteWerks Web users, there is now a [Refresh] button on the File Links tab of the Quote WorkBook. Use this to synchronize layout, cover page, literature, spec sheet, image, lease rate files, etc. to/from QuoteWerks Web. After the synchronization is performed, the File Links list will be reloaded so that you can see any new files as a result of the synchronization process. Having this button located on the File Links tab is very useful as it lets regular users easily initiate the synchronization of the files when they need to. The Misc Access Rights of "CannotUseQuoteWerksWebSyncUp" and "CannotUseQuoteWerksWebSyncDown" have been added as a way to control user access to this feature. This synchronize and refresh feature can also be accessed with the new [Sync QuoteWerks Web] button on the Print window. | ||
| 16. Added new Product->Lookup window, right click menu "Associate item(s) with Folder..." This will now prompt you to choose a product database folder from a folder selection dialog. This can make this activity faster than the existing way of selecting products, then Copying them, then navigating to a folder and right clicking and choose the "Associate copied items with this folder". | ||
| 17. On the Product Lookup window, when right clicking on a native product database folder, the option to "Associate copied item(s) with this folder" will now indicate how many copied items are in the clipboard. The Disassociate feature has the same improvement. | ||
| 18. Added new Product->Lookup window, right click menu, "Disassociate selected items from this Folder..." | ||
| 19. For Tech Data customers in USA, using the "Import Tech Data SAP Quote" feature, there is now an additional "Import Tech Data SAP Quote (JSON)" feature if you setup your Tech Data JSON API credentials. Using this newer JSON API version you will be able to see Tech Data quotes that start with a '1', in addition to the Tech Data quotes that start with the number '4'. | ||
| 20. For Tech Data customers in USA, there is a new "Import Tech Data CCW Quote (JSON)" feature if you setup your Tech Data JSON API credentials. With this new feature you can retrieve Cisco CCW Deals, CCW Estimates, CCW Quotes, and CCW Renewal Quotes. When you request these Cisco CCW quotes, behind the scenes the Tech Data API requests them from Cisco and copies them into a Tech Data SAP quote which is then returned to be imported into QuoteWerks. QuoteWerks automates this entire workflow. Your CCW account must be linked to your Tech Data account to use this functionality. On the Tech Data Website, go to the 'Buy -> Cisco 1' Source Menu. Under the 'Quote Creator' Section, if you see 'Connect To CCW' in a big yellow button, your account is not linked to Cisco. | ||
| 21. For Tech Data Online Ordering users, the special instructions field length was increased from 55 to 132 characters. | ||
| 22. Dicker Data Realtime Pricing and Availability now available for customers in Australia and New Zealand. A Dicker Data API Token is required to use this feature. If no API token is entered, the Part Locator Price will be used when performing an Etilize search. Real-time Module required for Realtime Pricing and Product Content Subscription required for PartLocator. | ||
| 23. For SYNNEX Users in USA and Canada, you can now Import quotes from SYNNEX. These can be Quotes that you create on the SYNNEX website or that your SYNNEX Sales Rep creates for you. Simply enter your quote number and you can preview the quote items before importing them into your QuoteWerks Quote Workbook. | ||
| 24. For ConnectWise Manage Users in Canada, there is a new mapping on the ConnectWise Setup Window for Taxable Products in the ConnectWise Manage Product Catalog. The mapping enables a taxable item to be set as PST Only, GST Only, or Both GST and PST. For users outside of Canada, the only option is 'Y' for taxable. | ||
| 25. When a document is locked, you will now be able to select text in the individual fields so that you can copy text out of the fields on the Quote WorkBook. | ||
| 26. Added new "Zoom Description" button to the grid toolbar on the Document Items tab of the Quote WorkBook. | ||
| 27. In the Vendor Import Wizard, you can now import into the "Notes" field. | ||
| 28. When a user deletes a products folder, it there will now be an Audit Trail record of it in the event.log.
| ||
| 29. There is a now an Edit->Paste Line Attributes menu. To use this, select a single line item, and right click and choose copy. Then you can select one or many line items, and right click and choose 'Paste Line Attributes' to paste the line attributes from the copied line item into the selected line items. This will paste all the Line Attributes as seen on the Edit->Edit Line Attributes window. [Service Release: 1.03] | ||
| 30. For QuickBooks Desktop and Online users, on the Export to QuickBooks window, when clicking on the [Find DocNo] button, you can now enter the % symbol for "Begins with" (AAAQ1%), "Ends with" (%100), or "Contains" (%Q%) searches. [Service Release: 1.03] | ||
| 31. Peachtree/Sage 50 US Edition users, on the Export to Peachtree window, when clicking on the [Find DocNo] button, you can now enter the % symbol for "Begins with" (AAAQ1%), "Ends with" (%100), or "Contains" (%Q%) searches. [Service Release: 1.03] | ||
| 32. When inserting/adding Section Header or Heading Line, when you are prompted for the description, you can now double-click in the description field to bring up the F2 Lookup in addition to pressing the F2 key. This is activated as long as the user preference of "Enable double-click to bring up F2 Lookup in text boxes" is set.
[Service Release: 1.03] | ||
| 33. For QuoteValet users, when sales rep uploads a file to the Upload Area on the QuoteValet document the customer will receive a notification e-mail alerting them to this new upload for them. Since sales reps may upload multiple files before delivering the quote to the customer, the customer will only receive notifications of file uploads AFTER the customer has viewed the quote at least once. [Service Release: 1.04] | ||
| 34. There is now a Payment Option Recurring Phrase Display Macro setting on the Payment tab of the Tools->Options menu called "Payment Option Recurring Phrase display macro". The default is ", [plus %RecurringCycleSubtotalWithTax% %RecurringCycleWord%]". You can use this to customize the recurring portion of the text that appears in the Payment Options text. While the words for the "%RecurringCycleWord%" macro default for English users to weekly, monthly, quarterly, and annually, you can change these in the Settings Manager with these settings: SystemSettings\System\PaymentOptionWeeklyRecurringCycleWord, SystemSettings\System\PaymentOptionMonthlyRecurringCycleWord, SystemSettings\System\PaymentOptionQuarterlyRecurringCycleWord, and SystemSettings\System\PaymentOptionAnnuallyRecurringCycleWord. [Service Release: 1.04] | ||
| 35. The Configurator now has a description preview panel (with scrollbar), so now can see the entire description of a product when selected. [Service Release: 1.04] | ||
| 36. For QuoteValet users, to provide context, the PAYMENT notification email subject line will now display the payment reference (like Deposit), and also the remaining balance. For Example: QuoteValet: PAYMENT: 'Deposit' Payment of $106.95 made (remaining balance is $536.05) - ABC Computer #AAAQ1001. [Service Release: 1.04] | ||
| 37. On the Send E-mail window there is now a toolbar button [Copy QuoteValet Customer Facing URL from] button. This will let you search for another quote to copy the QuoteValet Customer Facing URL from so that you can paste it into the current e-mail you are composing. In the situation where you have prepared more than one quote for your customer relating to the same project, and you want to just send them one QuoteValet notification email that contains the QuoteValet links to all of these quotes, this new feature helps you do this efficiently. [Service Release: 1.04] | ||
| 38. Added [Copy Customer facing URL] button to the QuoteValet tab. [Service Release: 1.04] | ||
| 39. In the Configurator, the prompt text display area now has a scrollbar. [Service Release: 1.04] | ||
| 40. On the Apply Multi-line changes window, the customized label names for all fields, not just Custom fields will be displayed. These changes have also propagated to other areas. [Service Release: 1.04] | ||
| 41. For QuoteValet users, there is a new search option for "DocNo contains" on the Reporting tab of the QuoteValet Dashboard. [Service Release: 1.04] | ||
| 42. When using the built-in QuoteWerks contact database as the CRM, you can now search for contacts by "Postal Code". [Service Release: 1.04] | ||
| 43. For QuoteValet users, when adding/editing a QuoteValet video, the Title and Video URL text boxes now support the F2Lookup ( F2 key and double-click). [Service Release: 1.04] | ||
| 44. On the Misc.General tab of the Tools->My Preferences window, there is now a new option of " | ||
| 45. On the Purchase Orders tab of the Purchasing window, adding and removing tracking numbers is handled more robustly now. When deleting the last tracking number, the ShipVia (Carrier), is also cleared so that you can specify it when adding the first tracking number back. There is now also a warning about manually adding tracking numbers to a realtime order. [Service Release: 1.04] | ||
| 46. On the Purchase Orders tab of the Purchasing window, the right click "Change ShipVia" menu for a PO Item now will warn you, but then let you change the ShipVia (Carrier), even for a realtime order.
[Service Release: 1.04] | ||
| 47. You can now use the DataLink to retrieve a field value into the SoldToCompany, SoldToAddress2, and SoldToAddress3 fields. [Service Release: 1.09] | ||
| 48. When on the Product Lookup grid, you can now press the F5 key to refresh the grid with the underlying data in case that was just changed outside of QuoteWerks. This now works for Native Product Databases, MS SQL, ODBC, OLEDB, Excel, and Access data sources, in addition to QuickBooks, Peachtree, Zoho, and Salesforce.com. [Service Release: 1.09] | ||
| 49. The Act! Desktop search now remembers the last contact search method, either current contact, or search contact, per user. [Service Release: 1.09] | ||
| 50. The Paste Special Wizard now has a new step of "Additional Data Mappings". Here you can map in some static values or expressions. So if the data that you are pasting from the clipboard does not have a Vendor column, you can use this new capability to specify a static value like "Tech Data" to be set as the Vendor for all the pasted rows. Also, you can enter an expression like "The color of item | ||
| 51. When creating a PO in QuoteWerks manually or through an electronic order, there is now a new "PO Created" dialog that appears. On this dialog you can choose to [Save PO as PDF] or [E-mail PO]. You no longer have to find the PO after you create it to then save it as a pdf, etc. The result text can be highlighted and copied to copy PO# from QuoteWerks, Distributor, and Accounting systems from this dialog. [Service Release: 1.09] | ||
| 52. There are now Audit Trail entries for when a User is deleted, a Group is deleted, a Group is created, or when a Group is renamed. [Service Release: 1.09] | ||
| 53. On the Save as Revision window, the "Delete previous revision" and "Update Expiration Date" checkboxes now remember their last setting per user. [Service Release: 1.09] | ||
| 54. On the Product Price History window, if the user has the Misc Access Right of "CannotSeeCostOnAddItemAssistant", then the Cost column data will only show "n/a".
[Service Release: 1.09] | ||
| Misc Features - Build 1 | ||
| 1. The grid toolbar on the Document Items tab of the Quote WorkBook has been moved below the "Totals for All items" frame. | ||
| 2. On the Product->Lookup window, right click menu, renamed menu "Copy to Folder..." to "Associate item(s) with Folder..." | ||
| 3. In the Product Data Source wizard, renamed the "Security" step to "Set Access Rights" | ||
| 4. For ConnectWise Manage users with ConnectWise Manage 2020.3 and higher, clicking on the [Test] Button on the ConnectWise Manage Setup in QuoteWerks for the Credentials would return a false negative for 'Cannot Access ConnectWise Report Names'. This relates to ConnectWise ticket#13866467. If this issue is encountered, QuoteWerks will query ConnectWise Manage for a list of entities that the API user does not have access to. | ||
| 5. For QuoteWerks Web users, the siteboot.in file is now uploaded to QuoteWerks Web during upload synchronization. [Service Release: 1.01] | ||
| 6. In the Add Item Assistant, the "Under" dropdown now lists the Sections and Headings like "Family Room (Section)" vs "Section: Family Room" so that you can press a key to quickly seek to the letter of the section you want to find.
[Service Release: 1.09] | ||
| Fixes - Build 1 | ||
| 1. For ConnectWise Manage Users, when using the QuoteLink to bring the ConnectWise Opportunity with Line Items into QuoteWerks, if the mapped QuoteWerks field to match to the ConnectWise Product ID was the ManufacturerPartNumber, the imported product would incorrectly have the ConnectWise Manufacturer Part Number rather than the Product ID. This would cause issues when writing back to ConnectWise. The Manufacturer Part Number in QuoteWerks for these instances will now have the Product ID. | ||
| 2. For ConnectWise Manage users, in the ConnectWise Manage Setup within QuoteWerks, the Item Type Mappings for Map Bundle "IsPhasedProject" would incorrectly set the 'Is Serialized' Mapping in the setup and the 'IsPhasedProject' mappings would not be saved. | ||
| 3. For QuickBooks Online Users, when creating a new customer in QuickBooks Online, the new customer would not be created and the following error would be returned. "A business validation error has occurred while processing your request Business Validation Error: Tax Exemption Reason should be specified incase customer is marked as not taxable." This is due to a change in QuickBooks Online. | ||
| 4. For Tech Data USA customers using the Excel Quote Import, there was an issue with one of the Excel Formats where the Unit Price was in a different column. This Excel Quote format is now handled. | ||
| 5. For MS CRM users, when resaving an opportunity in QuoteWerks after opening and closing the Setup Window, the Name would be blank. | ||
| 6. For MS CRM users, when updating an MS CRM Opportunity, if the amount being sent over to the MS CRM Opportunity from QuoteWerks was negative and you changed a line item in the quote and the total was still negative, when the MS CRM Opportunity was updated, the MS CRM Opportunity Revenue Amount would change to positive when it should have remained negative.
| ||
| 7. For Maximizer CRM users, when resaving an opportunity in QuoteWerks after performing a Rename and then setting the 'Update Opportunity Name with Document Name' option, the Objective field would not be renamed. | ||
| 8. For Zoho users, when resaving a deal in QuoteWerks after performing a Rename and then setting the 'Update Deal Name with Document Name' option, the Name field would not be renamed. | ||
| 9. For Salesforce users, when resaving an opportunity in QuoteWerks after performing a Rename and then setting the 'Update Opportunity Name with Document Name' option, the Name field would not be renamed. | ||
| 10. For Act! users, when the 'Write a single summary line item into the Act! Opportunity' option is checked, separate recurring line items were included in the Act! Opportunity. | ||
| 11. For Act! users, when the 'Write a single summary line item into the Act! Opportunity' option is checked, the Opportunity total did not include the recurring line item amounts. | ||
| 12. For SugarCRM users, when the 'Write a single summary line item into the SugarCRM Opportunity' option is checked, the Opportunity total did not include the recurring line item amounts. | ||
| 13. For Autotask users, when the company search value contained an ampersand, any matching companies that have an ampersand would not be returned. | ||
| 14. For Maximizer CRM users, the create and update deal window will no longer show closed deals in the dropdown | ||
| 15. When using the Compare feature, if the Compare Assistant was displayed and you searched for a different part number and selected to use it would receive "Error, column key 'Description' not found in ListViewAddSubItem()" | ||
| 16. When double clicking on a folder in the Product Lookup window, it was not expanding or collapsing the folder. | ||
| 17. When using the Edit->Apply Multi-Line Changes menu feature, and setting the QtyBase, CostModifier, or PriceModifier field, and a line type like a Section Header is one of many lines selected, it was correctly not applying the change, but it would display a message to that affect for each such line type it encountered. | ||
| 18. On the Open Document window, when selecting the | ||
| 19. On the Document Items tab, when clicking on a Grid Toolbar button that had drop down menu, would receive an error that you did not have the rights to perform this default action. [Service Release: 1.01] | ||
| 20. When hiding Grid Toolbar buttons, the tooltips for the buttons would be incorrect. [Service Release: 1.01] | ||
| 21. When a document was locked, the QuoteValet Videos area on the Links tab were not disabled. [Service Release: 1.01] | ||
| 22. If there was a problem loading or creating the new default document on startup, the Most Recently Used File menu when no documents were open would be empty. [Service Release: 1.01] | ||
| 23. For QuickBooks Desktop users, when exporting as an Estimate and the Cost of a line item was 0.00, the default markup % from the item definition in QuickBooks Desktop would be applied causing the Estimate totals not to match the QuoteWerks document total. [Service Release: 1.03] | ||
| 24. When setting up a CRM based product data source, if you checked the "Disable the Product Data Source", it would remain enabled. [Service Release: 1.03] | ||
| 25. For Purchasing users, on the Ordered Items tab, if there was a PO Item with more than 8 serial numbers, the PO Item would not display at all. [Service Release: 1.03] | ||
| 26. For QuoteValet Auto Reminder notifications options for "Remind SalesRep when document is accepted but NOT PAID after" and "Remind Recipient when document is accepted but NOT PAID after" were cross-linked. [Service Release: 1.03] | ||
| 27. For QuoteValet users, when setting up Activity Notifications it did not list inactive users, so you could not remove them from notifications once they were set as inactive. [Service Release: 1.03] | ||
| 28. For Tech Data online ordering users would receive error "MyOrderTrackerResellerEvents maximum length '11' exceeded." [Service Release: 1.03] | ||
| 29. For API users, when setting the AlternateCurrency like Application.DocFunctions.SetDocumentHeaderValue("AlternateCurrencyIdentifier", "USD", True), the UI of the document was not getting updated. [Service Release: 1.03] | ||
| 30. For Ingram Micro online ordering users, if you check the option "[] Include End User information (End User information is required in some licensing or warranty orders)." This submits a DTYPE order to Ingram Micro. This type of order does not allow you to specify a warehouse for each line item on the order which was causing an error so the order could not be submitted. [Service Release: 1.04] | ||
| 31. On the Purchase Orders tab of the Purchasing window, when adding a tracking number for the first time on a Manual PO, it would prompt you to select the ShipVia (Carrier), but if you cancelled entering the tracking number, then the ShipVia would remain even after you deleted the only tracking number. [Service Release: 1.04] | ||
| 32. For D&H Online Ordering users, in order status updates, D & H started returning the Carrier as "US Postal" instead of "USPS". [Service Release: 1.04] | ||
| 33. For Zoho CRM users, when creating a Deal, the DTF file was not attached. [Service Release: 1.04] | ||
| 34. On the Set File Access rights window, when choosing the De-Select All button would receive runtime error 13. [Service Release: 1.04] | ||
| 35. When the "Enable Indivudual Resource Security" was enabled and the logged in user has the security right of "MasterRights or "NonMasterRightsUser_CanAdministerDeliverables", Print Layouts would be listed that should not. [Service Release: 1.04] | ||
| 36. For Tech Data users, if a Realtime P&A request returned that this item was not orderable ("can't order"), then the realtime price would not be displayed.
[Service Release: 1.04] | ||
| 37. When editing a layout file and choosing Insert->Field menu, and choosing "Document Items" you would receive errors about all of the DocumentItems macro fields that begin with the "&" character. [Service Release: 1.09] | ||
| 38. For ConnectWise Manage Users, in the ConnectWise Manage Setup, the Default Taxable Status for Products could be blank. Depending on the configuration, the user may or may not have had the blank drop down. This resolves the issue. [Service Release: 1.09] | ||
| 39. For Great America users, "Error Submitting Lease Credit Application: Error 1001 - Invalid DealerKey was provided". [Service Release: 1.09] | ||
| 40. For Zoho users, the DataLink action of RetrieveShipTo and RetrieveBillTo were returning blank data. You will have to re-select the ShipTo/BillTo contact for this fix to take effect. [Service Release: 1.09] | ||
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