| 13 New, 9 Fixes, and 2 Miscellaneous
features |
| New Features |
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1. For
Outlook users. Outlook has this behavior of setting the
contact country to the country that you are in whenever you
enter a new contact into Outlook and do not specify a country.
There is now an option "Leave country blank if the country
is:" on the Contacts|Setup Contact manager menu. Use this
option to enter in the country name that you do not want to
have pulled into QuoteWerks when you select the contact for
use in the quote. For example, if you live in the United
States of America you might not need to pull the country for
the contact since you are in the same country as they
are.
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2. On the
MS CRM follow up call window added F2 Lookup support for the
Category and Sub-Category fields so that you can maintain a
list of possible selectsion for those
fields.
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3. When
using the QuickBooks link on the Create Item window, the item
description is now displayed for
reference.
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4. When
using the QuickBooks link on the Create Item window and
creating an "Inventory Part", the last accounts used for Asset
and COGS is now used as the default for the next item that is
created.
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5. On the
Product Lookup window, you can now sort the columns by
clicking on the column header in addition to selecting a field
from the Sort By drop down. Not all fields are listed in the
Sort By drop down, so by clicking on the column header you can
sort by any field in the grid. You can also click a second
time to reverse sort.
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6. On the
File|Open window, you can now now sort the columns by clicking
on the column header in addition to selecting a field from the
Sort By drop down. Not all fields are listed in the Sort By
drop down, so by clicking on the column header you can sort by
any field in the grid. You can also click a second time to
reverse sort.
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7. In the
site.ini file under the [Addons] section, for the AutoRunX
keys, there is now a macro named %ProgramFiles%. You can use
this macro to refer to the "Program Files" folder path
wherever it may be located.
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8. The
macro field %ProgramFiles% 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 this new macro field the
program could be installed on a different drive letter on
different machines. Using the %ProgramFiles% macro will
determine what drive the "Program Files" are on and will
supply the correct path. For example you can start an external
program like "%program
files%\CustomApp\apiap.exe".
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9. For API
users, added the 3rdPartyLinkName and 3rdPartyLinkDescription
keys under the [Contact Managers] section of the site.ini.
Setting these values will cause the (None) contact manager
setting under the Contacts|Setup Contact Manager menu to
instead display the name of the contact management link you
have created like "Our CRM (3rd party). The
3rdPartyLinkDescription key lets you enter in text describing
the features of the link and will be displayed on the Setup
Contact Manager window.
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10. On the
Layout tab of the File|Print window, pressing F5 while on the
layouts list will re-load the list of layouts. This is useful
if you have copied a new layout into the QuoteWerks
installation while QuoteWerks was running. Similarly this also
works for the Cover Page tab and the Literature
tab.
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11. Under
the Reports menu pressing F5 while on the reports list will
re-load the list of reports. This is useful if you have copied
a new report into the QuoteWerks installation while QuoteWerks
was running.
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12. Under
the File|Open menu, pressing F5 while on the documents list
will re-load the list of documents. This is useful if you or a
colleague have opened one of the documents and have saved
changes that would affect whether or not the document should
still be in the list based on the filtering and
sorting.
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13. The
Edit|Convert to Group menu now has a keyboard shortcut
CTRL-G.
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| Misc Features |
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1. If you
are not using the Corporate Edition and you select the MS CRM
entry on the Contacts|Setup Contact Manager window, all the MS
CRM options are now disabled.
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2. Changed
the default QuickBooks link part number field mapping from
VendorPartNumber to
ManufacturerPartNumber.
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| Fixes |
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1. When
running the Merge Remote documents feature through the command
line, now the MS CRM attachments are downloaded from MS CRM
before the Merge Process is run.
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2. In the
Activity Scheduler, if you selected to Merge Remote Documents
and you are using MS CRM, now it will ask you if you want to
download the attachments from MS CRM before merging the remote
documents.
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3. If the
MS CRM link was not installed and QuoteWerks tried to install
it from the Contacts|Setup Contact Manager menu would receive
an error that it could not find
QWMSCRMInt.msi
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4. Error
introduced in build 14. When doing a File|Save As on an
existing document, a new document number would not be
assigned.
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5. The
Enable Add Item Assistant feature would be enable although the
checkbox on the Misc. tab of the Tools|My Preferences menu
would not be checked.
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6. When
copying a line item and then inserting a blank line item or
performing a similar operation that created a new line item in
the quote, the line item that was copied is
lost.
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7. Error
in GetDynNumFld, field = 'PST Tax' when inserting a document
using the File|Insert Document menu.
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8. "Error
9 subscript out of range" when printing or previewing a
product database management report in the event that the
product database no longer exists.
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9. When
setting up the QuickBooks link if you choose to have
QuoteWerks create a mapping part number for you in QuickBooks
and you have selected the "I do not charge tax" option, would
receive an error if you had not completed the tax code
mappings.
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