| 8 New, 12 Fixes, and 5 Miscellaneous
features |
| New Features |
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1. Need to
store extra contact information in the quote? Now 3 sets of
contact information can be stored - Sold To, Ship To, and Bill
To.
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2. Support
for "Home Address" in outlook (in addition to Business
Address).
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3. Added
support for the FOB field through the QuoteWerks Web
Connector.
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4. Added
new Properties menu to Product Lookup folders right click menu
which contains the folder ID of the folder. This is useful to
know when importing products into
folders.
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5. On
File|Print window when creating a new print layout, renaming a
print layout, cloning a print layout, or choosing the layout
will now be selected by default when the list of layouts is
reloaded.
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6. The
Serial Number field is now available for display as a column
on the product lookup window.
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7. The
TaxCode field was added to the list of fields that you can
sort products by in the product lookup
window.
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8. For
SalesLogix users "C" type "Support" users are now supported by
QuoteWerks.
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| Misc Features |
| |
1. If
Customer/Product profile pricing product information was
imported with incomplete data an error message now indicates
this when the product is being selected.
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2. Added
error resolution feature for "The data returned from Tech Data
does not appear to be formatted as XML"
error.
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3. When in
demo mode and changing the password for the Adminstrator login
id, would receive error like " is in DEMO MODE, and the 'Demo
User' default password of {empty} is no longer valid." when
starting QuoteWerks, however the message was referencing "Demo
User" instead of correctly referencing
"Adminstrator".
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4. When in
demo mode, and trying to use the QuickBooks, Peachtree, or
Open Export module links, the message text has been changed to
refer to the new QuoteWerks editions versus the older version
3 optional module references.
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5. Made
change to the reporting engine to not cause a conflict between
QuoteWerks 3.0 and 4.0 if they are installed side-by-side on
the same machine.
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| Fixes |
| |
1. When
setting the quantity of a grouped bundle or grouped
configuration located in a quote to 0 and saving would cause
the group header UnitPrice and UnitCost to be zeroed out when
the quote was re-opened.
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2. Error
"fault Code (1116). HTTPS Required" for salesforce.com users
that had configured salesforce.com to "require secure
connections".
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3. When
converting a quote to an order or order to an invoice and the
quote or order was a revision, the convert to order/invoice
window was not showing the previous revisions. This issue was
introduced in build 4.
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4. Error
about file ssa3d30.ocx or one of its dependencies has been
corrected.
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5. Error
"Run-time error '9': Subscript out of range" when selecting a
product to add to the quote. This was happening if the product
vendor was set to a vendor database that existed, but that was
disabled.
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6. Error
"Run-time error '9': Subscript out of range" when
synchronizing and only sending new/updated documents to Master
Installation.
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7. When
using &SYS_..ForSQL macros in report filters and your
computer's date format is not set to the USA date format, the
macros would not resolve to the correct date
values.
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8. When
creating a new selection container in the configurator setup,
if you had scrolled the flowchart, then the new selection
container would not be positioned in the place you had
right-clicked at.
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9. The
tabbing order on the Custom tab of the quote workbook was
incorrect.
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10. The
QuoteWerks WebConnector now supports CustomText fields
11-16.
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11. When
editing the last cell in the last row in the Document Items
grid, if you pressed the down arrow key to create a new
line/row, then data in the last cell would be
cleared.
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12. Error
"Error in GetDynNumFld, field=''" or "Error in GetDynTextFld,
field=''" when comparing prices and using an external linked
product database that did not have a Cost field mapped to a
field in the external linked product
database.
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