| 13 New, 8 Fixes, and 5 Miscellaneous
features |
| New Features |
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1. QuoteWerks Corporate Edition now supports MS CRM v1.2. The
integration includes: a) From within QuoteWerks you can search
for a MS CRM contact or account and pull that information into
the quote. b) The QuoteWerks DataLink feature can be used with
MS CRM enabling you to retrieve information like Terms and
shipping method from the MS CRM account or contact into the
quote. c) QuoteWerks will create/update sales opportunities in
MS CRM and will also close opportunities as Won or Lost. d)
QuoteWerks will create/update a follow up call in MS CRM. e)
When printing, QuoteWerks can retrieve data from MS CRM and
include it in the printed output.
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2. For
users of the Corporate Edition of GoldMine, you can now search
for a partial company name, last name or phone
number.
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3. QuickBooks 2006 is now supported.
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4. GoldMine 7.0 is now supported.
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5. For
Canadian users, on the DocumentItems tab there is now a column
for PST Tax and for GST Tax. Now you can see the GST and PST
tax breakdown per line item in the quote. These columns can
also be printed by adding the fields DocumentItems.&PSTTax
and DocumentItems.&GSTTax to the print
layout.
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6. Added
the QuoteWerks contact database field "Mobile" to the list of
fields that can be pulled into the quote using the DataLink
feature.
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7. QuoteWerks macro fields like &DH_DocNo can now be used
in the menuopts.add file. This enables you to create custom
menus under the Tools menu that performs actions such as
opening a document or running an external program. With the
new macro field support you can for example pass the quote
number of the currently open quote as a command line parameter
of the external program like "c:\program files\apps\apiap.exe
&DH_DocNo".
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8. Added
support for Bill To fields in the
DataLink.
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9. Double-clicking on a contact in the Contact Lookup window
now selects the [Use for Sold To] button.
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10. Using
the API Event BeforeSaveDocument, you can now specify the
DocNo to be used when saving a new
document.
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11. When
creating a report filter on a date/time combination field
(such as Created, LastModified, RecLastModified, and
ConvertedOn), when using the operator "Equal To" and only
specifying the date portion, the results would non intuitively
exclude results that matched the date, but not the time
portion. For example if the filter was to include all quotes
converted on May 30th, only quotes converted at exactly
midnight on May 30th would be included in the
results.
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12. On the
Misc tab of the Advanced GoldMine Setup window (from the
Contacts|Setup Contact Manager menu) there is now an option to
set the maximum number of records to return when performing a
GoldMine search for contacts.
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13. When
inserting a DocumentHeaders field into the print layout the
LocalTax field will now be displayed as LocalTax (PST Tax) if
the Canadian Tax option is enabled.
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| Misc Features |
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1. When
negative quantities are used in grouped bundle (or
configuration) items, the quantity with parenthesis around it
will now be displayed in the same way that numbers greater
than 1 were previously displayed.
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2. In the
DataLink mapping window, widened the contact manager field
selection drop down.
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3. Added
more error reporting for the Outlook integration when creating
the Outlook.Application object.
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4. When
using a contact manager with QuoteWerks that does not support
the ability to retrieve the current contact, the card button
on the Sold To / Ship To tab will now be
disabled.
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5. Improved error catching on the 521 Clipboard error when
sending an email.
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| Fixes |
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1. When
searching for a GoldMine contact, the search field selection
would change back to the last selection each time you clicked
on the [Find] button.
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2. When
selecting to use ACT 2005/2006 as your contact manager, the
[Ship To / Bill To Setup] button should have been disabled
since it is no longer needed now that ACT 2005/2006 supports
additional contacts that can be used for Ship Tos and Bill
Tos.
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3. For
Canadian customers, the Sales Tax column on the Document Items
tab now displays the correct GST and/or GST combined tax
amount per each line item. Previously it would display only
the PST tax amount.
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4. For
Maximizer users, when selecting the search button on the Sold
To / Ship To tab and then clicking on the [Use for Sold To]
button, would receive an error 13 type
mismatch.
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5. For
ACT! users (all versions), if you selected a contact to use
from the Contacts|Lookup menu, the DataLink fields would not
be pulled into the quote.
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6. If a
GoldMine contact record had more than 100 email addresses in
it a message could be incorrectly displayed when selecting a
contact indicating that there is no email address designated
as the primary email address.
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7. In the
Product Data Source Wizard, the option "Auto-Generate dynamic
'(Manufacturers)' folder." was being displayed for non native
product databases.
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8. When
creating a new Quote, Order, or Invoice through the File|New
menu, the document number and document type designator
generated will now follow the "Keep the same numeric sequence
and change document type designator." option. So if a new
order is created, the order number would be AAAO1021 where AAA
is the document prefix, O is for Order, and 1021 is the next
available QUOTE number sequence. Previously the document
number generated would have been
AAAQ1021.
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