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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 R7 Summary
| Type | Description | Date | Status |
|---|---|---|---|
| New | Implement Auto-Links in Links tab | 5/5/2020 | Released |
| New | Add dynamic ItemType and Category folders for native product databases | 5/5/2020 | Released |
| Fix | Issue with description field on first line item showing up blank under certain circumstances. | 4/23/2020 | Released |
| Fix | Issue with description field on line items being truncated. | 4/23/2020 | Released |
| Fix | Issue with "Payment By Proxy" payments not reflecting the correct amounts. | 4/10/2020 | Released |
| Fix | Issue saving some documents to Salesforce - Error creating attachment! Fault Code (285). Required fields are missing: [Name] | 4/3/2020 | Released |
| Fix | Data pulled in from outside sources (Product / Contact Lookup, Datalink, etc.) bypassed field length checks. This could cause errors when attempting to save the document. | 4/2/2020 | Released |
| Misc | Miscellaneous cosmetic styling fixes and enhancements. | 3/30/2020 | Released |
| Fix | For Salesforce users, PDF's saved from QuoteWerks Web to Salesforce would be empty / blank. | 3/30/2020 | Released |
| Fix | If you delete a date value using the datepicker control an exception occurs and the change is not be recorded. | 3/30/2020 | Released |
| Fix | During the initialization of the Document Conversion screen there is small a period of time where the UI is not locked. This can allow the user to attempt to convert the document prematurely which can cause issues. | 3/30/2020 | Released |
| Misc | Implement an initialization status UI (informative loader screen, etc.) to be displayed immediately after logging in. Additional information: Other fixes have required changes to be made that delay the UI from being responsive immediately after logging in. Behind the scenes initialization calls are still being made but this is not reflected in the UI. The described UI will surface this process graphically. | 3/25/2020 | Released |
| Fix | Resolve intermittent issues that could present in a number of ways (DB errors, empty DocType, etc.) | 3/25/2020 | Released |
| Fix | Resolve lockups and responsiveness issues caused by a bug that was introduced in the session management system. | 3/18/2020 | Released |
| Misc | For users with smaller displays the Document Search results could be completely hidden. To make additional room for the search results some of the search fields have been placed in a toggle-pane. | 2/25/2020 | Released |
| Misc | Document items grid enhancement: While editing a field you can now press [Enter] / [Shift]-[Enter] to continue editing the field immediately below or above the current field. | 2/25/2020 | Released |
| Fix | Resolve various usability issues with Document Items grid. | 2/25/2020 | Released |
| Fix | Resolved underlying issues contributing to lockups experienced at the "Restoring previous session details..." screen. | 1/17/2020 | Released |
| New | Implement QuoteValet Dashboard | 1/8/2020 | Released |
| New | Add My Preferences option to send SMS alert for acceptance of Quote over a certain amount (QuoteValet only) | 1/8/2020 | Released |
| New | Implement Tools > My Preferences > Misc > Notes | 12/4/2019 | Released |
| New | Implement Tools > My Preferences feature. | 11/25/2019 | Released |
| New | Implement CustomMemo fields on Custom tab | 11/25/2019 | Released |
| New | Implement "Show Customer Product Price History". | 11/12/2019 | Released |
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