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QuoteWerks Web Update Center
Note: We are continually enhancing QuoteWerks Web, typically releasing updates or new features at least once a month. The "Last Updated" date for each Release Version refers to the most recent major update or feature added to that version. Even if a Release Version's date hasn't changed recently, QuoteWerks Web is actively maintained and improved on a regular basis.
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Release R11 Summary
| Type | Description | Date | Status |
|---|---|---|---|
| Fix | With MSCRM as the Contact manager, if you do a search by 'Contact First Name', Company name is wrong | 7/2/2021 | Released |
| New | Add the Dropdown list for the Vendor Column on the DI Tab. | 5/26/2021 | Released |
| Fix | Added support for SugarCRM 11.0 | 5/21/2021 | Released |
| New | [MS CRM] -- Customer requesting to have Shipping and Tax carry over like the line item details. | 5/21/2021 | Released |
| Fix | [Issue][MS CRM - Contact & Opportunity ID] -- Customer has moved from On Premise MS CRM to MS CRM Online. Upon migrating the data all the GUIDs for the contacts as well as the opportunity have changed. Now when re-selecting the contact and trying to save an error comes up and they are not able to relink to unlink the opportunity. | 5/21/2021 | Released |
| New | [Issue/Feature Request][ZohoCRM - Contact Search on Name] - Customer is using the first option for searching for a contact on the SoldTo/ShipTo tab of the Name. When searching it is using a begins with operator when searching. This is great if it is a single term such a company name or first name. But if searching for first and last name, John Smith. It will result in finding nothing. Since the logic is searching the entire string as begins with. Customer would like it to search the customer first and last name for exact match so they do not have to search just on last name or first name or company name but both. | 5/21/2021 | Released |
| Fix | The Alternate Currency dropdown does not have a label in the UI, so it cannot be easily identified, and the rate listed below the field is not the correct rate value or date modified. | 5/20/2021 | Released |
| New | Added Hubspot.integration. | 5/20/2021 | Released |
| Fix | ConnectWise - Shipping is not being sent over to ConnectWise forecast or Product tab. | 5/20/2021 | Released |
| Fix | Emails do not respect E-mail Templates, when sending any emails, the E-Mail templates are not used in R11. R10 still works appropriately. | 4/16/2021 | Released |
| Fix | Cannot Search By Internal Part Number. | 4/13/2021 | Released |
| New | Add Native Product Databases to Etilize. In QuoteWerks Desktop, for Product Content Subscribers, when searching Etilize or using the Etilize Panel with the Muliple Database Search via the Product Lookup window, Native and Linked Product Sources can also be searched and returned along with the returned real-time vendors. This feature is currently unavailable in QuoteWerks Web. | 4/12/2021 | Released |
| New | [Feature Request][QWW] - CRM credentials setup features from the Tools->My preferences window | 4/6/2021 | Released |
| Fix | CRM Activity Selections Not Being Remembered Across Sessions. When saving in QuoteWerks Web, you have the option to check to create/update an opportunity, schedule a follow up activity, etc. for each compatible CRM. In Desktop, whatever selections you make are remembered not only in the same session, but even after closing and re-opening. In Web, most of these are unchecked by default, and when you do check them, they'll stay checked in the same session each time you click Save, but when you log out and back in, it's back to blank/not remembering your selection. | 3/23/2021 | Released |
| New | [Feature Request][ZohoCRM - Create new contact in CRM] -- Customer would like to have the ability to create new contacts from QuoteWerks into ZohoCRM similar to our other CRM integrations. | 3/23/2021 | Released |
| Fix | Zoho - Default Owner AND timeline history user (eg deal created, updated, attachment) of Deal is Last Authenticated User. When creating/updating a deal in Zoho, the last user to generate a token to authenticate their user with the integration will be set as the default owner and record all of the history activities as. | 3/19/2021 | Released |
| Fix | Customer not able to Convert to Order for ConnectWise. | 3/18/2021 | Released |
| Fix | Menu / Toolbar setting not being applied in Users QWW session. ex.. User cannot Rename or Duplicate a Document in QWD but logs into QWW and can perform these functions. | 3/18/2021 | Released |
| Fix | Deliver window - If using the Remove Print Selections buttons, in QWW the Layouts are removed from the Selected Layouts Window (upper Right) but the Layouts still remain selected. In QWD the Layouts are also deselected when these buttons are used. | 3/10/2021 | Released |
| Fix | [Issue][Web - Duplicate Document] -- If you open an old quote and click File->Duplicate, the system will not allow you to keep the same document name it will error: Document Name is same as active document. In desktop this is never a problem and they are able to save with same name. In fact document name can be the same for all documents if you wanted. | 3/10/2021 | Released |
| Fix | [In MSCRM if the default 'Open' status is deleted, user receives error attempting to save opportunity from QuoteWerks] - In MSCRM, if the default 'Open' status is deleted from the status list for an Opportunity, an error will be generated in QuoteWerks when attempting to save the Opportunity, even if it is re-created. | 3/9/2021 | Released |
| Fix | [MSCRM OAuth token does not appear to be refreshing] - In QuoteWerks, if the OAuth authentication method is selected in Contacts > Setup Contact Manager for MSCRM, as users are using QuoteWerks, the MSCRM token will expire, causing QuoteWerks to no longer be able to communicate with MSCRM. If you click the 'Test' button in Contacts > Setup Contact Manager for the OAuth, it starts working again. This is causing issues for users pulling contacts in an extended QuoteWerks session, as well as the File > Convert to Order process not winning the opportunity and quote in MSCRM. | 3/8/2021 | Released |
| New | QuoteWerks Web needs to respect the CannotModifyFieldValue items checked in [Access] so those columns are greyed out and not editable. | 3/8/2021 | Released |
| Fix | [ConnectWise Integration - Close Date] -- In QuoteWerks Web the opportunity save window comes up with the expected close date as one day previous. So for today 1/27/2021, when saving it shows the expected close date of 1/26/2021. | 2/26/2021 | Released |
| Fix | QWW is missing the fields. Also missing label for several fields. QuoteWerks for Web does not have the following fields that were put into QW Desktop in 5.5 build 5.01: CUSTOM TAB: - CustomNumber03 - CustomNumber04 - CustomNumber05 SALE INFO TAB: - Project Number SOLD TO/SHIP TO TAB: - The ext field for the Fax for the Sold to, Ship to, and Bill to areas. MISSING LABELS: - In the Sale Info tab the label for the drop down for the Alternate Currency field is missing. - In the Sold To tab the Ext label is missing from the phone areas in the Sold to, Ship to, and Bill to areas. | 2/5/2021 | Released |
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