| 9 New, 7 Fixes, and 3 Miscellaneous features |
| New Features |
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1. Added
support for MS CRM v3.0.
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2. Product
Volume pricing now supports fractional starting quantities
including the initial starting quantity begin less than 1.
Also the difference between quantity ranges used to be hard
coded with a value of 1. Now the quantity difference between
ranges can be less than 1.
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3. For
salesforce.com users added columns "BillingState", "Type", and
"Site" to the contact lookup results to assist in locating
contact records when there are many contact records with
similar company names.
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4. For API
users, added the 3rdPartyLinkSettings key under the [Contact
Managers] section of the site.ini. When the user has selected
"None" under the Contacts|Setup Contact Manager window as the
contact manager to integrate with you can use this key to for
example explain how to setup the link between QuoteWerks and
the 3rd party app, or what settings can be set in the 3rd
party app that control how it integrates with
QuoteWerks.
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5. On the
Misc tab of the Tools|My Preferences menu added the option
"Confirm when exiting QuoteWerks". When this option is
checked, you will be prompted to select if you are sure that
you want to exit QuoteWerks when closing QuoteWerks using the
X button in the upper right of the main
window.
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6. The Web
Connector now supports the passing of the DocNo field to
QuoteWerks.
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7. Added
new "Spelling" tab under the Tools|My Preferences menu. This
tab has 3 new options: "Ignore words in UPPERCASE", "Ignore
words with numbers", and "Ignore Internet and file
addresses"
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8. The
default email subject of "QuoteName <#QUOTENUMBER>" can
now be customized on the Internet tab of the Tools|My
Preferences menu. Using QuoteWerks macros, you can setup
almost any default email subject that includes current data
from the quote that you are emailing.
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9. For
QuickBooks users, when exporting to QuickBooks and QuickBooks
5 address line maximum is reached, QuoteWerks will now attempt
to merge the address1 and address2 lines together in an effort
to stay under the QuickBooks 5 line
maximum.
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| Misc Features |
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1. On the
File|Open window, the "Sales Person" column was renamed to
"Sales Rep." for consistency.
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2. For
non-Canadian tax users, when adding a percent discount line
item, the taxable status of the discount line will now default
to taxable.
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3. Added
the "Management Reports" menu under the Reports
menu.
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| Fixes |
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1. When
deleting a document, it would appear to still be in
use.
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2. Error
"(-2147217900) Syntax error in FROM clause. SQL=Select * from"
when upgrading from QuoteWerks 3.0 to QuoteWerks 4.0. Related
to new InUseDocuments table added in build
16.
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3. Error
with API ItemFunctions.AddLineItemToDocumentEx. The LineType
parameter was being ignored.
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4. For
non-Canadian tax system users, the Sales Tax column on the
Document Items tab was displaying a zero regardless of the
taxable amount. This issue did not affect the actual total tax
calculation, only the display of it on each line item. This
issue was introduced in Build 14.
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5. If
files other than rtf or pdf where saved into the \Literature
folder, they would be displayed in the literature list, but
would cause errors when printing or
previewing.
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6. Error
"installation ended prematurely because of an error" when
installing the QuoteWerks ACT or MS CRM link on a Windows 2003
Server machine running Terminal Services.
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7. Error
"Unable to resolve address" when sending email to a person
whose name contained a comma like "Jeffrey Smith, DMD"
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