| 3 New, 3 Fixes, and 8 Miscellaneous features |
| New Features |
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1. QuoteWerks now integrates with ACT! 2005. New integration
includes retrieving current contact information, searching the
ACT! database by company, name, last name, and phone number to
find a contact to pull into the quote. Also includes the
creation of a document attachment under the ACT! Documents tab
and supports the QuoteWerks DataLink
feature.
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2. Added
support for the PictureFileName field when mapping fields to
an external product data source.
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3. Added
ini setting GoldMineMaxSearchResultRecords under the [Contact
Managers] section of the site.ini file. You can change this
setting to enable QuoteWerks to return more than the default
20 max search result records.
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| Misc Features |
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1. When
inserting a ContactMgr macro field into a print layout (Insert
| Data Field menu), the ContactMgr table name will now only be
displayed if the contact management integration supports
it.
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2. When
doing a File|Save As from the print preview window, the file
name that you enter is no longer forced to lower
case.
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3. In rare
cases, when loading a configuration, if there was an error
loading a container link, the error message will now contain
more detailed information.
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4. When an
adminstrator is logged in to a workstation and the network and
installs QuoteWerks running nsetup.exe and does not log in as
the users that will be using QuoteWerks to run the nsetup the
appropriate registry entries are not made for other users. Now
each time QuoteWerks starts it will automatically register the
installation that is now running in the current user's
H_KEY_CURRENT_USER key in the WIndows registry. This
information will be used by the QuoteWerks Web
Connector.
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5. Increased the length of the AccountNo fields from 20 to
50.
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6. Applications that request the name of a document that has
a dtf extension will now be returned a value of "QuoteWerks
Document"
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7. For
salesforce.com users, in version 4.0 we added a feature that
updated the name of the salesforce.com opportunity associated
with the quote whenever the quote was converted to an order or
renamed. Now, there is an option called "Update salesforce.com
Opportunity name with Document name." on the salesforce.com
settings under the Contacts | Setup Contact Managers menu. If
this option is not checked, the opportunity name will not be
updated.
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8. In
Windows Add/Remove programs on 2000/XP machines, the correct
QuoteWerks icon is now displayed next to the QuoteWerks
entries.
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| Fixes |
| |
1. When
editing the flowchart area of a configuration, if you deleted
a selection container without first deleting the flow links
pointing to it, you would receive error message about source
or destination container id not found.
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2. Error
"specified index is invalid" when using the Corporate Edition
rehosted to SQL and using the debug command "security" to copy
all the security information to an access security.mdb
file.
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3. For
SalesLogix users issues with detecting the location of the
saleslogix.exe program
file.
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