From Aspire's QuoteWerks Tip of The Day series on the QuoteWerks 411 blog: Security Settings on Product Databases
How to place user restrictions on product databases. Many companies have a variety of products from a wide selection of vendors and would like to limit which sales reps have access to each vendor or product database. Read more.
For more information on QuoteWerks and our QuoteWerks consultancy, training and support services, please contact us on +44(0)1782 564252 or email info@hilltopsit.co.uk
Showing posts with label quotewerks support. Show all posts
Showing posts with label quotewerks support. Show all posts
Friday, June 5, 2009
Wednesday, March 18, 2009
QUOTEWERKS: v4.0 build 45 released
The new release of QuoteWerks v4.0 contains the following:
New Features
1. When creating Sales Opportunities in MS CRM, QuoteWerks now supports custom CRM Opportunity Rating Codes in addition to the standard codes of "Hot", "Warm", and "Cold". [Service Release: 45.01]
2. Added support for Outlook 2007 Business Contact Manager (BCM). The integration includes:
a) The currently open Outlook BCM Contact or Account can be pulled into the quote.
b) The Business Contacts and Accounts can be searched to find Contacts or Accounts to pull into the quote.
c) When searching for contacts, subfolders within the specified Outlook BCM Accounts or Contacts folder are included in the search.
d) QuoteWerks will create/update linked documents (as Outlook journal entries) in Outlook BCM.
e) QuoteWerks will create/update a follow up call (as an Outlook appointment) in Outlook BCM.
f) QuoteWerks will create/update Sales Opportunities (as an Outlook BCM opportunity) in Outlook BCM.
g) The QuoteWerks DataLink feature can be used with Outlook BCM enabling you to retrieve information like Terms and shipping method from the Outlook BCM contact into the quote.
h) When printing, QuoteWerks can retrieve data from Outlook BCM and include it in the printed output.
3. Online Ordering module can place online orders with Ingram Micro (USA and Canada) from within QuoteWerks (requires Real-time and Online Ordering modules). Order items from a single order, or combine items from multiple QuoteWerks orders into a single Ingram Micro order. This will save you the time and hassle of calling your Ingram Micro sales rep and reading each part number, quantity, and price to him/her. Another benefit is that the order date and Ingram Micro sales order number will automatically be stored with your QuoteWerks order for reference. When placing Ingram Micro online orders electronically through QuoteWerks, there is an option that will let you place the order on hold. This will afford you an opportunity to review the order with your distributor rep and negotiate pricing without the time consuming process of reading to your sales rep all the part numbers, quantities, ship to location, etc. No more calling your distributor sales rep only to reach voice mail (understandable - sales reps can't be on the phone with more than one customer at a time) and then have to remember try again later in the day to place the order - or wait for a call back! This is truly the best of both worlds - automation with sales rep service! Supports government and educational pricing.
4. Online Ordering module can place online orders with SYNNEX (USA and Canada) from within QuoteWerks (requires Real-time and Online Ordering modules). Order items from a single order, or combine items from multiple QuoteWerks orders into a single SYNNEX order. This will save you the time and hassle of calling your SYNNEX sales rep and reading each part number, quantity, and price to him/her. Another benefit is that the order date and SYNNEX sales order number will automatically be stored with your QuoteWerks order for reference. When placing SYNNEX online orders electronically through QuoteWerks, there is an option that will let you place the order on hold. This will afford you an opportunity to review the order with your distributor rep and negotiate pricing without the time consuming process of reading to your sales rep all the part numbers, quantities, ship to location, etc. No more calling your distributor sales rep only to reach voice mail (understandable - sales reps can't be on the phone with more than one customer at a time) and then have to remember try again later in the day to place the order - or wait for a call back! This is truly the best of both worlds - automation with sales rep service! Supports vendor promotion, government, and educational pricing.
5. When no documents are open, the FileNew and FileOpen menus now have shortcut keys CTRL-N and CTRL-O respectively.
6. The Bundles window (ProductsBundles menu), Configurations window (ProductsConfigurator menu), Required Items window (ProductsRequired Items menu), Optional Items window (ProductsOptional Items menu), and Substitute Items window (ProductsSubstitute Items menu) are now all resizable.
7. Added macro fields &DH_&SoldToFirstName, &DH_&SoldToLastName, &DH_&ShipToFirstName, &DH_&ShipToLastName, &DH_&BillToFirstName, and &DH_&BillToLastName.
Misc Features
1. The fields on the SoldTo/ShipTo tab, SaleInfo, Notes, and Custom tabs now limit the number of characters that can be entered based on the size of the field in the database. [Service Release: 45.01]
2. The Required Items window (ProductsRequired Items menu), Optional Items window (ProductsOptional Items menu), and Substitute Items window (ProductsSubstitute Items menu) have been re-designed.
3. When creating a Bundle, the maximum length of the Bundle name was increased from 40 to 255 characters.
4. Added new Technical support Debug Command for changing seed numbers.
Fixes
1. For MSCRM 1.2 users, when closing an opportunity, the Actual Close Date was not being populated. [Service Release: 45.01]
2. If the FileConvert to Lost Sale menu was selected for a document that did not have a contact linked to it, an error would be displayed. [Service Release: 45.01]
3. When doing a FileSave As and choosing "Assign new Project #", a new project number was not being generated. [Service Release: 45.01]
4. In the Layout Designer when inserting fields, if the CustomNumber03, CustomNumber04, or CustomNumber05 labels (In the DocumentItems or Products tables) were renamed, the label name did not display next to the field like "CustomNumber03 (Size)". [Service Release: 45.01]
5. When editing a Management Report on the Filter tab, DocumentItems macros like &LineAttributesOption were being listed as available fields. [Service Release: 45.01]
6. For SalesLogix users, issue with German / European decimal and date formatting when creating SalesLogix Opportunities.
7. On some machines, Would receive "Run-time error '339': Component 'comctl32.ocx' or one of its dependencies not correctly registered: a file is missing or invalid" when downloading the price file from SYNNEX FTP site.
8. In the Open Export Module wizard, the title bar would repeat the step like "- Step 1: Step1".
Users with valid UMP subscriptions can download and install this latest QuoteWerks build from by clicking the link.
For new users and for users looking for additional help with their QuoteWerks setup or require training, consultancy or development services, then please don't hesitate to contact us on +44(0) 1782 564252.
New Features
1. When creating Sales Opportunities in MS CRM, QuoteWerks now supports custom CRM Opportunity Rating Codes in addition to the standard codes of "Hot", "Warm", and "Cold". [Service Release: 45.01]
2. Added support for Outlook 2007 Business Contact Manager (BCM). The integration includes:
a) The currently open Outlook BCM Contact or Account can be pulled into the quote.
b) The Business Contacts and Accounts can be searched to find Contacts or Accounts to pull into the quote.
c) When searching for contacts, subfolders within the specified Outlook BCM Accounts or Contacts folder are included in the search.
d) QuoteWerks will create/update linked documents (as Outlook journal entries) in Outlook BCM.
e) QuoteWerks will create/update a follow up call (as an Outlook appointment) in Outlook BCM.
f) QuoteWerks will create/update Sales Opportunities (as an Outlook BCM opportunity) in Outlook BCM.
g) The QuoteWerks DataLink feature can be used with Outlook BCM enabling you to retrieve information like Terms and shipping method from the Outlook BCM contact into the quote.
h) When printing, QuoteWerks can retrieve data from Outlook BCM and include it in the printed output.
3. Online Ordering module can place online orders with Ingram Micro (USA and Canada) from within QuoteWerks (requires Real-time and Online Ordering modules). Order items from a single order, or combine items from multiple QuoteWerks orders into a single Ingram Micro order. This will save you the time and hassle of calling your Ingram Micro sales rep and reading each part number, quantity, and price to him/her. Another benefit is that the order date and Ingram Micro sales order number will automatically be stored with your QuoteWerks order for reference. When placing Ingram Micro online orders electronically through QuoteWerks, there is an option that will let you place the order on hold. This will afford you an opportunity to review the order with your distributor rep and negotiate pricing without the time consuming process of reading to your sales rep all the part numbers, quantities, ship to location, etc. No more calling your distributor sales rep only to reach voice mail (understandable - sales reps can't be on the phone with more than one customer at a time) and then have to remember try again later in the day to place the order - or wait for a call back! This is truly the best of both worlds - automation with sales rep service! Supports government and educational pricing.
4. Online Ordering module can place online orders with SYNNEX (USA and Canada) from within QuoteWerks (requires Real-time and Online Ordering modules). Order items from a single order, or combine items from multiple QuoteWerks orders into a single SYNNEX order. This will save you the time and hassle of calling your SYNNEX sales rep and reading each part number, quantity, and price to him/her. Another benefit is that the order date and SYNNEX sales order number will automatically be stored with your QuoteWerks order for reference. When placing SYNNEX online orders electronically through QuoteWerks, there is an option that will let you place the order on hold. This will afford you an opportunity to review the order with your distributor rep and negotiate pricing without the time consuming process of reading to your sales rep all the part numbers, quantities, ship to location, etc. No more calling your distributor sales rep only to reach voice mail (understandable - sales reps can't be on the phone with more than one customer at a time) and then have to remember try again later in the day to place the order - or wait for a call back! This is truly the best of both worlds - automation with sales rep service! Supports vendor promotion, government, and educational pricing.
5. When no documents are open, the FileNew and FileOpen menus now have shortcut keys CTRL-N and CTRL-O respectively.
6. The Bundles window (ProductsBundles menu), Configurations window (ProductsConfigurator menu), Required Items window (ProductsRequired Items menu), Optional Items window (ProductsOptional Items menu), and Substitute Items window (ProductsSubstitute Items menu) are now all resizable.
7. Added macro fields &DH_&SoldToFirstName, &DH_&SoldToLastName, &DH_&ShipToFirstName, &DH_&ShipToLastName, &DH_&BillToFirstName, and &DH_&BillToLastName.
Misc Features
1. The fields on the SoldTo/ShipTo tab, SaleInfo, Notes, and Custom tabs now limit the number of characters that can be entered based on the size of the field in the database. [Service Release: 45.01]
2. The Required Items window (ProductsRequired Items menu), Optional Items window (ProductsOptional Items menu), and Substitute Items window (ProductsSubstitute Items menu) have been re-designed.
3. When creating a Bundle, the maximum length of the Bundle name was increased from 40 to 255 characters.
4. Added new Technical support Debug Command for changing seed numbers.
Fixes
1. For MSCRM 1.2 users, when closing an opportunity, the Actual Close Date was not being populated. [Service Release: 45.01]
2. If the FileConvert to Lost Sale menu was selected for a document that did not have a contact linked to it, an error would be displayed. [Service Release: 45.01]
3. When doing a FileSave As and choosing "Assign new Project #", a new project number was not being generated. [Service Release: 45.01]
4. In the Layout Designer when inserting fields, if the CustomNumber03, CustomNumber04, or CustomNumber05 labels (In the DocumentItems or Products tables) were renamed, the label name did not display next to the field like "CustomNumber03 (Size)". [Service Release: 45.01]
5. When editing a Management Report on the Filter tab, DocumentItems macros like &LineAttributesOption were being listed as available fields. [Service Release: 45.01]
6. For SalesLogix users, issue with German / European decimal and date formatting when creating SalesLogix Opportunities.
7. On some machines, Would receive "Run-time error '339': Component 'comctl32.ocx' or one of its dependencies not correctly registered: a file is missing or invalid" when downloading the price file from SYNNEX FTP site.
8. In the Open Export Module wizard, the title bar would repeat the step like "- Step 1: Step1".
Users with valid UMP subscriptions can download and install this latest QuoteWerks build from by clicking the link.
For new users and for users looking for additional help with their QuoteWerks setup or require training, consultancy or development services, then please don't hesitate to contact us on +44(0) 1782 564252.
Friday, January 30, 2009
SUPPORT: Fortnightly digest - what's happening at Hilltops IT and in the world of computer software
Hilltops IT Support Team's diary
Everything outside of the standard Support Desk activity this last couple of weeks has been website, website, website. Working with the website designer to find suitable images, the development team to get the website user-friendly, the consultancy team to get suitable copy which communicates all the services we can provide as effectively as possible and taking SEO (search engine optimisation) into account.
The new Hilltops IT website is here now - the development team are just uploading it now! :-) Clearly we're very happy with the results and (from a support point of view) we think it comprehensively communicates the types and ways we can assist clients - support contracts, online support, online training, etc.
Now for some tips from what we've learnt in the last couple of weeks...
Tips for developing a website
For any budding website developers out there or for anyone considering revisiting their website, the following links might be useful. They are two articles which have recently been posted on the Smashing Magazine website:
- Web Application Interface Techniques - http://www.smashingmagazine.com/2009/01/12/10-useful-web-application-interface-techniques/
- Techniques for Good Interface Design in Web Applications - http://www.smashingmagazine.com/2009/01/19/12-useful-techniques-for-good-user-interface-design-in-web-applications/
They are a good summary of what needs to be considered and also ways of achieving the successful development of a good modern website
Tip for avoiding unsolicited (spam) email and viruses
We also had this tip come through on email. Unfortunately we can't credit the originator as his email address had been stripped from the original message. Read on and you'll find out why!
This excellent message ABSOLUTELY applies to ALL of us who send e-mails. Read the text below...then print it out for future use.
Do you really know how to forward e-mails? 50% of us do; 50% do NOT. Do you wonder why you get viruses or junk mail?Do you hate it?
Every time you forward an e-mail there is information left over from the people who got the message before you, namely their e-mail addresses & names. As the messages get forwarded along, the list of addresses builds, and builds, and builds, and all it takes is for some poor sap to get a virus, and his or her computer can send that virus to every e-mail address that has come across his computer. Or, someone can take all of those addresses and sell them or send junk mail to them in the hopes that you will go to the site and he will make five pence for each hit.
That's right, all of that inconvenience over a couple of pence!How do you stop it? Well, there are two easy steps:
1) When you forward e-mail, DELETE all of the other addresses that appear in the body of the message. That's right, DELETE them. Highlight them and delete them, backspace them, cut them, whatever it is you know how to do. It only takes a second. You MUST click the "Forward" button first, and then you will have full editing capabilities against the body and headers of the message.If you don't click on "Forward" first, you won't be able to edit the message at all.
2) Whenever you send an e-mail to more than one person, do NOT use the To: or Cc: columns for adding e-mail addresses. Always use the BCC: (blind carbon copy) column for listing the e-mail addresses. This is the way that people you send to only see their own e-mail address. If you don't see your BCC: option click on where it says To: and your address list will appear. Highlight the address and choose BCC: and that's it, it's that easy. When you send to BCC: your message will automatically say "Undisclosed Recipients" in the "TO:" field of the people who receive it.
So please, in the future, let's stop the junk mail and the viruses! Finally, here's an idea! Let's send this to everyone we know. (But strip my address off first). This is something that SHOULD be forwarded.
Tip on protecting your email address book
This tip came from the same person, so again unfortunately we can't credit the originator. But if you happen to be reading this - THANKS!
I learned a computer trick today that's really ingenious in its simplicity. As you may know, when or if a worm virus gets into your computer it heads straight for your email address book, and sends itself to everyone in there, thus infecting all your friends and associates.This trick won't keep the virus from getting into your computer, but it will stop it from using your address book to spread further, and it will alert you to the fact that the worm has gotten into your system.
Here's what you do:
First, open your address book and click on 'new contact,' just as you would do if you were adding a new friend to your list of email addresses In the window where you would type your friend's first name, type in ' A'.
For the screen name or email address, type 'AAAAAAA@AAA.AAA'
Now, here's what you've done and why it works: The 'name 'A' will be placed at the top of your address book as entry #1.
This will be where the worm will start in an effort to send itself to all your friends. When it tries to send itself to AAAAAAA@AAA.AAA, it will be undeliverable because of the fake email address you entered. If the first attempt fails (which it will because of the fake address), the worm goes no further and your friends will not be infected.
Here's the second great advantage of this method: If an email cannot be delivered, you will be notified of this in your In Box almost immediately. Hence, if you ever get an email telling you that an email addressed to AAAAAAA@AAA.AAA could not be delivered, you know right away that you have the worm virus in your system. You can then take steps to get rid of it!
Pretty good? If everybody you know does this then you need not ever worry about opening mail from friends.
Tip for installing Microsoft Updates
The updates have been around for a little while now, but this week Microsoft pushed out the Microsoft .NET Framework 3.5 Service Pack 1 and Microsoft SQL Server 2005 Express Edition Service Pack 3 releases out through Microsoft Windows Automatic Updates. Particularly the .net update is quite large, so if you are managing a large network of users, why not download the updates manually to a server and then run the executable from there. This will save all users having to download the update, saving them time and avoid creating unnecessary network traffic.
Microsoft .NET Framework 3.5 Service Pack 1
Brief Description: Microsoft .NET Framework 3.5 Service Pack 1 is a full cumulative update that contains many new features building incrementally upon .NET Framework 2.0, 3.0, 3.5, and includes cumulative servicing updates to the .NET Framework 2.0 and .NET Framework 3.0 subcomponents.
http://www.microsoft.com/downloads/details.aspx?FamilyId=AB99342F-5D1A-413D-8319-81DA479AB0D7&displaylang=en
Microsoft SQL Server 2005 Express Edition Service Pack 3
Brief Description: Microsoft SQL Server 2005 Express Edition is a free, easy-to-use, lightweight version of SQL Server 2005. It is fast and easy to learn, allowing you to quickly develop and deploy dynamic data-driven applications.
http://www.microsoft.com/downloads/details.aspx?familyid=3181842A-4090-4431-ACDD-9A1C832E65A6&displaylang=en
For further information on our software support services, please do not hesitate to get in touch with us on +44(0) 844 357 7360 or +44(0) 1782 564252 or email support@hilltopsit.co.uk
We look forward to hearing from you!
Thursday, January 22, 2009
BLOG: QuoteWerks award press release - Steve's photo shoot!
Steve (Siggs) poses with the award and certificate presented to Hilltops IT from Aspire Technologies Inc as 2008 QuoteWerks Top 10 International Sales Partner winner.
Says Steve: "This is the third consecutive year that Hilltops IT has been given the QuoteWerks Top 10 International Sales Partner award. With an increasingly large team and an increasing portfolio of QuoteWerks training courses, products which work alongside QuoteWerks, QuoteWerks report layouts, QuoteWerks development utility add-ons and the Hilltops IT team's individual QuoteWerks consultancy skills, etc, we're certainly aiming to make it for a fourth consecutive year in 2009!"
Hilltops IT has been approached by Vistage - chief executives organisation to do some joint marketing of the achievement. You can see the pictures below; the press release is expected to be issued towards the end of the month and sent to various local and national magazines and newspapers.
Says Steve: "This is the third consecutive year that Hilltops IT has been given the QuoteWerks Top 10 International Sales Partner award. With an increasingly large team and an increasing portfolio of QuoteWerks training courses, products which work alongside QuoteWerks, QuoteWerks report layouts, QuoteWerks development utility add-ons and the Hilltops IT team's individual QuoteWerks consultancy skills, etc, we're certainly aiming to make it for a fourth consecutive year in 2009!"
Hilltops IT has been approached by Vistage - chief executives organisation to do some joint marketing of the achievement. You can see the pictures below; the press release is expected to be issued towards the end of the month and sent to various local and national magazines and newspapers.
Wednesday, January 21, 2009
QUOTEWERKS: Version 4.0 Build 44 released
Aspire Technologies Inc. QuoteWerks development team have released a new version of QuoteWerks. If you have any questions on the new features and fixes, please do not hesitate to contact us.
Version 4.0 Build 44 Summary: 13 New, 11 Fixes, and 5 Miscellaneous features
New Features
1. Advanced Outlook integration! The new advanced integration includes: a) When searching for contacts, subfolders within the specified Outlook contact folder will now be included in the searching. b) QuoteWerks will create/update linked documents (as Outlook journal entries) in Outlook. c) QuoteWerks will create/update a follow up call (as an Outlook appointment) in Outlook. d) The QuoteWerks DataLink feature can be used with Outlook enabling you to retrieve information like Terms and shipping method from the Outlook contact into the quote. e) When printing, QuoteWerks can retrieve data from Outlook and include it in the printed output.See a screenshot of this feature
2. Product pictures are now displayed in the Configurator.See a screenshot of this feature
3. On the Add Item Assistant, if a picture is available for the product, it will be displayed. You can also double-click on it to open the picture using the default application associated with the picture file type.See a screenshot of this feature
4. On the Picture tab of the Edit Product window, there are now buttons to view the picture as [Auto Size] or [Original Size]. The Auto Size option resizes the image while respecting the aspect ratio.See a screenshot of this feature
5. On the Real-time Product Content window, the pictures are now resized to the size of the display area while maintaining the aspect ratio.
6. On Real-time Product Content window, if available, a "View product on Manufacturer Website" hyperlink is now displayed.
7. On the Add Item Assistant, for products with a pricing method of Volume Pricing or Customer Based Price Levels, you can now view the complete list of all the pricing levels.
8. On the Add Item Assistant, for products with a pricing method of Customer Based Price Levels, the pricing is now displayed instead of "TBD".
9. If Product Data Sources are located under the QuoteWerks installation folder, the QuoteWerks installation path will be replaced with a macro instead of the hard coded path when this path is saved in the database. This will make it easier to move the QuoteWerks installation folder without the links breaking due to invalid paths.
10. When inserting a file path and name into a custom Menu Item command, and the QuoteWerks installation path is contained within the file path, you will be asked if you want to use the &SYS_InstallPath macro. This will make it easier to move the QuoteWerks installation folder without the links breaking due to invalid paths.
11. Added new FileSave & Close menu and toolbar button to report designer.
12. Added shortcut keys of CTRL-S (to select FileSave) and CTRL-W (to select FileClose) on Report Designer window.
13. Added shortcut keys CTRL-W (to select FileClose) on Quote Workbook.
Misc Features
1. To accommodate the addition of more fields to the DocumentHeaders table, the method of saving records to this table was modified to split the update into multiple queries.
2. When using the Add Item Assistant to add a zero quantity of an item that has required items, the quantities of the required items would be their original quantities instead of 0.
3. Added HelpContents and Index and HelpAbout menus to the MDI window that is displayed when all documents are closed.
4. The tab order on the Product Content subtab of the Real-time tab under the ToolsOptions menu was corrected.
5. For CRM users, when attempting to save a quote, that is not linked to a CRM contact, and the Look for synchronized data option is set, the user can now save without having to exit their CRM software.
Fixes
1. ICEcat changed the specifications for their real-time product content which broke the integration.
2. For API Users, the method AddLineItemToDocument() was ignoring the lItemType parameter used to set the type of line item type like a comment, subtotal, etc.
3. For API Users, the methods AddLineItemToDocument() and AddLineItemToDocumentEx() were ignoring the lItemAttributes parameter used to set Line Attributes like Don't Print, Hide Price, etc.
4. On Product Lookup window, the Manufacturer and Vendor Part # field background color appeared black on Windows Vista machines.
5. For MS CRM users, if you preview or print a quote layout that contains an MS CRM field before you have retrieved a contact from MS CRM, would receive "Runtime Error 91" error.
6. When copying selected data from an Excel spreadsheet and using the Paste Special feature, extra leading spaces would appear in the data.
7. When using the Paste Special feature to paste from the clipboard, if the clipboard data was formatted as HTML and the data contained reserved HTML formatting tags, the reserved formatting tags were not replaced with their original counterparts. For example, if the HTML data that was copied into the clipboard contained a reserved character like the ">" symbol, when it was pasted in QuoteWerks it would be represented as "& g t ;" without the spaces.
8. The title of Some error message dialogs would incorrectly say "{Edition not detected yet}"
9. When converting a quote to an order or invoice and choosing to reduce inventory, if any line items had a blank manufacturer part number would receive "error 9 subscript out of range".
10. When clicking in the Purchasing Notes, or Internal Notes fields on the Notes tab of the Quote Workbook, the message "You do not have rights to modify this field. This field is read-only." would incorrectly be displayed in the status bar. In this situation, if the user did have rights to modify these fields, they could still modify the fields even though the message was displayed.
11. Pressing the F1 key (for help) while in QuoteWerks would display the error "Cannot find the qw4.hlp file. Do you want to try find this file yourself?"
Version 4.0 Build 44 Summary: 13 New, 11 Fixes, and 5 Miscellaneous features
New Features
1. Advanced Outlook integration! The new advanced integration includes: a) When searching for contacts, subfolders within the specified Outlook contact folder will now be included in the searching. b) QuoteWerks will create/update linked documents (as Outlook journal entries) in Outlook. c) QuoteWerks will create/update a follow up call (as an Outlook appointment) in Outlook. d) The QuoteWerks DataLink feature can be used with Outlook enabling you to retrieve information like Terms and shipping method from the Outlook contact into the quote. e) When printing, QuoteWerks can retrieve data from Outlook and include it in the printed output.See a screenshot of this feature
2. Product pictures are now displayed in the Configurator.See a screenshot of this feature
3. On the Add Item Assistant, if a picture is available for the product, it will be displayed. You can also double-click on it to open the picture using the default application associated with the picture file type.See a screenshot of this feature
4. On the Picture tab of the Edit Product window, there are now buttons to view the picture as [Auto Size] or [Original Size]. The Auto Size option resizes the image while respecting the aspect ratio.See a screenshot of this feature
5. On the Real-time Product Content window, the pictures are now resized to the size of the display area while maintaining the aspect ratio.
6. On Real-time Product Content window, if available, a "View product on Manufacturer Website" hyperlink is now displayed.
7. On the Add Item Assistant, for products with a pricing method of Volume Pricing or Customer Based Price Levels, you can now view the complete list of all the pricing levels.
8. On the Add Item Assistant, for products with a pricing method of Customer Based Price Levels, the pricing is now displayed instead of "TBD".
9. If Product Data Sources are located under the QuoteWerks installation folder, the QuoteWerks installation path will be replaced with a macro instead of the hard coded path when this path is saved in the database. This will make it easier to move the QuoteWerks installation folder without the links breaking due to invalid paths.
10. When inserting a file path and name into a custom Menu Item command, and the QuoteWerks installation path is contained within the file path, you will be asked if you want to use the &SYS_InstallPath macro. This will make it easier to move the QuoteWerks installation folder without the links breaking due to invalid paths.
11. Added new FileSave & Close menu and toolbar button to report designer.
12. Added shortcut keys of CTRL-S (to select FileSave) and CTRL-W (to select FileClose) on Report Designer window.
13. Added shortcut keys CTRL-W (to select FileClose) on Quote Workbook.
Misc Features
1. To accommodate the addition of more fields to the DocumentHeaders table, the method of saving records to this table was modified to split the update into multiple queries.
2. When using the Add Item Assistant to add a zero quantity of an item that has required items, the quantities of the required items would be their original quantities instead of 0.
3. Added HelpContents and Index and HelpAbout menus to the MDI window that is displayed when all documents are closed.
4. The tab order on the Product Content subtab of the Real-time tab under the ToolsOptions menu was corrected.
5. For CRM users, when attempting to save a quote, that is not linked to a CRM contact, and the Look for synchronized data option is set, the user can now save without having to exit their CRM software.
Fixes
1. ICEcat changed the specifications for their real-time product content which broke the integration.
2. For API Users, the method AddLineItemToDocument() was ignoring the lItemType parameter used to set the type of line item type like a comment, subtotal, etc.
3. For API Users, the methods AddLineItemToDocument() and AddLineItemToDocumentEx() were ignoring the lItemAttributes parameter used to set Line Attributes like Don't Print, Hide Price, etc.
4. On Product Lookup window, the Manufacturer and Vendor Part # field background color appeared black on Windows Vista machines.
5. For MS CRM users, if you preview or print a quote layout that contains an MS CRM field before you have retrieved a contact from MS CRM, would receive "Runtime Error 91" error.
6. When copying selected data from an Excel spreadsheet and using the Paste Special feature, extra leading spaces would appear in the data.
7. When using the Paste Special feature to paste from the clipboard, if the clipboard data was formatted as HTML and the data contained reserved HTML formatting tags, the reserved formatting tags were not replaced with their original counterparts. For example, if the HTML data that was copied into the clipboard contained a reserved character like the ">" symbol, when it was pasted in QuoteWerks it would be represented as "& g t ;" without the spaces.
8. The title of Some error message dialogs would incorrectly say "{Edition not detected yet}"
9. When converting a quote to an order or invoice and choosing to reduce inventory, if any line items had a blank manufacturer part number would receive "error 9 subscript out of range".
10. When clicking in the Purchasing Notes, or Internal Notes fields on the Notes tab of the Quote Workbook, the message "You do not have rights to modify this field. This field is read-only." would incorrectly be displayed in the status bar. In this situation, if the user did have rights to modify these fields, they could still modify the fields even though the message was displayed.
11. Pressing the F1 key (for help) while in QuoteWerks would display the error "Cannot find the qw4.hlp file. Do you want to try find this file yourself?"
Friday, January 16, 2009
SUPPORT: Fortnightly digest - what's happening at Hilltops IT and in the world of computer software
Hilltops IT Support Team's diary
It's been an exciting but busy couple of weeks on the support desk as clients come back after Christmas with new ideas on what they'd like to do with their software systems. In particular we have had several enquiries about QuoteWerks reporting and ACT! customisation. Most companies seem to have taken a good two weeks off over Christmas and seemingly this has given users a chance to reflect on their systems, how they use them and what more they'd like to get out of them. The great thing and the products and solutions we offer for contact managment, sales quoting and sales order processing - QuoteWerks, ACT! by Sage and Microsoft Dynamics CRM in particular - is that there's plenty of depth to them for clients to be able to move the software along with their business and not be constrained.
There's also still been plenty of interest in the business perfomance report for QuoteWerks we have been sending out. This free report summarises sales by Sales Rep by Month and details the invoiced amount, profit, number of invoices and average sales value for the year January to December.
- Compare how month-on-month sales fluctuate through the year.
- Compare your individual performance to colleagues.
- Compare your individual performance to the company as a whole.
- You can also use this report to compare year-on-year performance!
To get your copy, please email support@hilltopsit.co.uk with the code "HITBLOGREP" in the title. We will get a copy straight out to you.
For further information on our software support services, please do not hesitate to get in touch with us on +44(0) 844 357 7360 or +44(0) 1782 564252 or email support@hilltopsit.co.uk
We look forward to hearing from you!
Wednesday, January 7, 2009
QUOTEWERKS: great training offers tailor-made to your requirements
Want a quick return on investment for your new software?
Or need to get more out of your existing software?
Then pick and mix from the following training options:
- Onsite – in your offices or in ours (full or half days)
- Online – at your own PC (by the minute)
- One–to-one or group training sessions
- Own data – or generic training data
- Own Agenda – you specify what you want to cover and when!
Call us on +44 (0)1782 564252 or +44 (0)844 357 7360, or email sales@hilltopsit.co.uk to book your training session(s) now!
Tuesday, January 6, 2009
SUPPORT: How are we so good!?
We had a bit of fun / team morale boosting in between Christmas and New Year. In amongst the increasingly negative reports on "depression", "the state of the world economy" and "global economic downturn", we wanted to feel good about ourselves! (Why not!)
Focusing on the things that we do well, why people should buy from us, and having already made a a conscious decision to "opt out" of the recession (what recession!?) we came up with the following list of "how we are so good" with our Software Support. Maybe considered arrogant by some, but as a relatively small but ambitious company, we need to keep our heads up, look to the future and focus on the positive!
We hope you get something out of the list and really hope that your company is "on the up". Try the exercise for youself - the exercise itself is a great motivator and I'm sure we'll refer back to the list if someone gets a case of the Monday Blues! :-)
How Are We So Good!? Software Support at Hilltops IT
Focusing on the things that we do well, why people should buy from us, and having already made a a conscious decision to "opt out" of the recession (what recession!?) we came up with the following list of "how we are so good" with our Software Support. Maybe considered arrogant by some, but as a relatively small but ambitious company, we need to keep our heads up, look to the future and focus on the positive!
We hope you get something out of the list and really hope that your company is "on the up". Try the exercise for youself - the exercise itself is a great motivator and I'm sure we'll refer back to the list if someone gets a case of the Monday Blues! :-)
How Are We So Good!? Software Support at Hilltops IT
- We understand the need for fast solutions to issues with a business’ systems!
- We will understand the problem from the user’s point of view!
- We have well trained staff who understand software systems in detail!
- We understand the end-to-end of CRM, SOP, POP and accounting!
- We have tools to help us better diagnose and solve the issue!
- If we don’t know the answer straight away we have the resources to find out!
- We will take ownership of the issue and manage it through to resolution!
- We will not rest until an answer has been found to the issue a client has!
- We have a proven track record supporting reseller partners and end-users alike!
- We have a proven track record supporting reseller partners and clients worldwide!
- We deliver a warm, friendly and professional service within affordable budgets!
For further information on our software support services, please do not hesitate to contact us on +44(0)844 357 7360 or +44(0)1782 564252 or email info@hilltopsit.co.uk
We look forward to hearing from you!
Friday, January 2, 2009
SUPPORT: Fortnightly digest - what's happening at Hilltops IT and in the world of computer software
Hilltops IT Support Team's diary
Industry News
Sage CRM Solutions 2010 Strategy
A very interesting insight into Sage CRM Solutions' thoughts on CRM and CRM solutions generally, plus future development roadmap plans.
INTRODUCTION
Since the inception of CRM, the balance of power has shifted dramatically between buyers and sellers, with the rate of change accelerating in the past five years. Today, companies must offer extremely cost-efficient, differentiable customer experiences to acquire and retain profitable customer relationships. In our highly globalized economy, CRM is critical to enable businesses of every shape and size to fulfill the needs and expectations of their customers.
See the full article here.
It has been a quiet couple of weeks over the Christmas period, so not much to report. The main focus has been on reviewing our internal processes and use of our software systems - it makes a change from looking at how our clients can best use the software!!! :-) We are also working on publishing some additional articles for the ConnectIT Knowledgebase which have only previously been available internally. This will help end users and partner resellers alike.
We have released an interim version of ConnectIT-Sage to work for a particular client's requirements. The feature - the ability to select which Suppliers (Vendors) a document is created for - will be rolled into a future build release for all users later in the year.
Finally, we have been involved in reviewing the final drafts of the new Hilltops IT website branding. We're really excited about this - in the coming weeks and months there are going to be some additional tools introduced so that we can help support our clients even better than we do already!
Industry News
Sage CRM Solutions 2010 Strategy
A very interesting insight into Sage CRM Solutions' thoughts on CRM and CRM solutions generally, plus future development roadmap plans.
INTRODUCTION
Since the inception of CRM, the balance of power has shifted dramatically between buyers and sellers, with the rate of change accelerating in the past five years. Today, companies must offer extremely cost-efficient, differentiable customer experiences to acquire and retain profitable customer relationships. In our highly globalized economy, CRM is critical to enable businesses of every shape and size to fulfill the needs and expectations of their customers.
See the full article here.
For further information on our software support services, please do not hesitate to get in touch with us on +44(0) 844 357 7360 or +44(0) 1782 564252 or email support@hilltopsit.co.uk
We look forward to hearing from you!
Monday, November 10, 2008
QUOTEWERKS: Version 4.0 Build 43.04 released
Aspire Technologies Inc. QuoteWerks development team have released a new version of QuoteWerks. If you have any questions on the new features and fixes, please do not hesitate to contact us.
Version 4.0 Build 43.05 Summary: 34 New, 22 Fixes, and 10 Miscellaneous features
New Features
1. Added Misc Access rights CannotModifyFieldValue:DI_VendorPartNumber, CannotModifyFieldValue:DI_CustomText01, CannotModifyFieldValue:DI_CustomText02, CannotModifyFieldValue:DI_CustomText03, CannotModifyFieldValue:DI_CustomText04, CannotModifyFieldValue:DI_CustomText05, CannotModifyFieldValue:DI_CustomText06, CannotModifyFieldValue:DI_CustomText07, CannotModifyFieldValue:DI_CustomText08, CannotModifyFieldValue:DI_CustomText09, CannotModifyFieldValue:DI_CustomText10, CannotModifyFieldValue:DI_CustomText11, CannotModifyFieldValue:DI_CustomText12, CannotModifyFieldValue:DI_CustomText13, and CannotModifyFieldValue:DI_CustomText14. [Service Release: 43.05]
2. When running management reports, you can now insert the fields Application->ReportFileName, Application->ReportName, and Application->ReportDescription into layouts used in reports. This is useful when a report layout is used with multiple reports. For example you might have several reports like Today's Quotes, This Week's Quotes, and Last Month's Quotes. The layout format for all of them will most likely be the same. If you wanted the layout to print the text "Last Month's Quotes" you would have to manually insert a label with that text and would have to create a different layout for each report just to have that unique label. By inserting the new Application->ReportName field into the same layout shared by these reports, whichever report is printed will display the respective report name like "Last Month's Quotes". [Service Release: 43.05]
3. Added new &APP_CompanyMessage1 and &APP_CompanyMessage2 macros. The values for these macros can be set on the Company tab of the ToolsOptions menu. These are useful for storing, for example, a daily special and/or the monthly special. What is so powerful about this feature is that these macros can be inserted into cover pages, print layouts, email signatures, etc. When you change the Company Message value, it automatically changes everywhere it is used, so you do not have to manually update your cover pages, print layouts, and email signatures with the daily special - EVERYDAY! Alternatively, you could store something like "Serving the Chicago land area for over 15 years." and when you’ve reached year 16, you will just need to make the change in one place. [Service Release: 43.05]
4. Macros are now supported in Document Names for templates. For example, if you save a document as a template and give the template a name like "Standard System - &DH_SoldToCompany &SYS_TodaysDate", then when you use the template by selecting this template from the FileNew menu, and then save the resulting document, those macro values will be replaced with the actual values. [Service Release: 43.05]
5. Added support to increase the maximum number of open documents allowed at the same time. The default maximum number is 5. Editing the SITE.INI file and adding the INI key MaxNumOpenDocs under the [System] section you can set this maximum number to a value between 1 and 10. We recommend that you use this setting with caution as the use of this setting may cause you to run into memory issues depending upon your machine and usage (size of each document). If you run into issues, we recommend you reduce the MaxNumOpenDocs . [Service Release: 43.05]
6. On the UtilitiesUser Maintenance window, pressing the DEL key will now initiate the delete for Users or Groups. [Service Release: 43.05]
7. When cloning a product using the Product Lookup window right click menu, there is now a Clone Product window where you can choose to optionally clone this item's Required, Optional, and Substitute items. [Service Release: 43.03]
8. The Project No field was added to the Sale Info tab of the Quote WorkBook. [Service Release: 43.03]
9. On Documents tab of ToolsOptions menu you can now set a default value for the Cust PO# (SoldToPONumber). [Service Release: 43.03]
10. Increased the vertical size of the Bundles and Configurations windows by 30%. [Service Release: 43.03]
11. When first running QuoteWerks, when the country is selected in the setup wizard, the default language for the Real-time Product Content will be set based on the Country selection. [Service Release: 43.03]
12. On the Product Lookup window right click menu, the Show Item Requirements, Show Item Options, and Show Substitutions menu items will now be disabled if there are no items for each type respectively. [Service Release: 43.03]
13. QuickBooks 2009 USA is now supported!
14. QuickBooks 2009 Canada is now supported!
15. Added support for Real-time Product Content through OpenICEcat. OpenICEcat is a worldwide open catalogue developed in co-operation with over 150 sponsoring manufacturers for the purposes of providing real-time product content such as detailed product descriptions, pictures, and spec sheets. There is no charge for the OpenICEcat service. The QuoteWerks Real-time module is required to access this information. You can right click on a product and choose the Real-time Content menu to display real-time detailed product descriptions, pictures, and spec sheets for the product. For products in native product databases, you have the option to update the product with this real-time content, and by doing so, the pictures and/or spec sheet files will be downloaded and saved into your QuoteWerks installation for future use. On the Document items tab, you can select the ToolsReal-time Product Content menu to update the descriptions of any selected items already in the quote with Real-time Content.See a screenshot of this feature
16. When attempting to open a document that is already in use by another user, you will now have the option to open the document in Read-Only mode. In a situation where a colleague has the document open, has locked their workstation, and is out of the office, other users can still open it (subject to normal rights restrictions) so they can view it. When a customer calls in and asks for information about their quote, other users need to be able to see it instead of being locked out from it. A document opened in Real-Only mode will have “(Read-Only)" displayed in the title bar of the document.
17. Added Misc Access right "CannotModifyFieldValue:DH_InternalNotes" and "CannotModifyFieldValue:DH_PurchasingNotes". Useful for restricting a user from modifying those fields on the Notes tab of the WorkBook. These fields could then be updated with information about the quote that other users can see, but not change.
18. Added Misc Access rights "CannotModifyFieldValue:DI_Description" and "CannotModifyFieldValue:DI_ManufacturerPartNumber". When these rights are set, the user cannot modify these fields on the Document Items tab. This is useful in restricting a user from modifying these values to be anything other than what is defined in the product database. Preventing a user from modifying the Manufacturer Part Number is especially useful in that if it is changed, it no longer matches the entry in the database and/or accounting software. When these rights are set, these columns on the DocumentItems tab will have a grey (disabled) background, and when the user clicks in the cell, the status bar will display "You do not have rights to modify this field. This field is read-only".
19. The list of Misc Access Rights has been re-ordered in order of categorical groupings and can now be sorted alphabetically.
20. Added the default option "Don't update Order with real-time ordered price." to the General tab of the Tech Data Online Ordering Options window. Also added the corresponding option "After order submitted, don't update Order with real-time ordered price." to the Tech Data online ordering window, so that this can be changed per order. This option is useful when you receive special discount pricing from Tech Data that Tech Data does not make available through real-time pricing & availability or ordering. When this option is set, the special pricing in the QuoteWerks order that you have manually entered will not be overwritten with the generic pricing that is returned by real-time pricing & availability in the order.
21. Added Misc Access right "CannotCreateContactRecord". This can be used to prevent a user from creating or cloning contacts in the QuoteWerks contact database.
22. Added Misc Access right "CannotUseRealtimeLicense". Useful for preventing users from using real-time features and thereby reserving a Real-time module license.
23. Added "Use comma (not space) to delineate part number from quantity in Quick Lookup Bar." option to the Misc tab of the ToolsMy Preferences menu. This is useful when your part numbers contain spaces.
24. When searching for contacts under the ContactsLookup menu, the ability to sort columns in the results grid by clicking on the column header is now also supported for ACT!, MS CRM, Outlook, Peachtree, QuickBooks, SalesLogix, and salesforce.com users.
25. Added a View/Modify button for the Spec Sheet field on the Advanced tab of the Edit Product window.See a screenshot of this feature
26. Added View/Modify and Refresh buttons for the Picture File field on the Picture tab of the Edit Product window.See a screenshot of this feature
27. For API users, added new Database backend object. With this developers can read from and write to any QuoteWerks database, except the product databases. This is useful for performing database related activities like importing and exporting records, running queries to find particular data, etc. For security purposes a Developer Access Key system was implemented so that the QuoteWerks administrator will have control over what applications will have this access to the QuoteWerks databases. This security is administered under the Security tab of the ToolsOptions menu.
28. For API users, added new DocFunctions.DocumentSave method. This method can be used to save a new document, or save changes to an existing document. It does not however perform any CRM related integrations.
29. For API users, added the Installation.UniqueID property. This is the counterpart to the Application.GetMacro method. The Application.GetMacro("&SYS_InstallUniqueID") will return a unique ID that indentifies this QuoteWerks installation. Then, with this, the developer loop through all the installations (using the backend dll object) to find the installation with the matching unique id.
30. For API users, added new Application.DoAction method. This .DoAction method enables developers to initiate menu selections. Currently supported are "CallMenuFileSave", and "CallMenuToolsOptions".
31. Added macro &SYS_InstallUniqueID.
32. Updated QuoteWerks on October 16th, 2008 to support another new real-time URL that Ingram Micro has implemented for USA and Canada.
33. Retrieving product data from salesforce.com product data source is now faster when only linking to one salesforce.com Price Book.
34. For API users, in the FindAndCopyProductsIntoMLIBuffer method, the "Begins with" operator is now suported for QuickBooks, Peachtree, and salesforce.com Data sources.
Misc Features
1. When installing a QuoteWerks build update, and mistakenly choosing a folder that did not contain an existing QuoteWerks installation, a misleading message of "Update Key NOT recognized ... Reason Code: DOCSNOTEXIST" would be displayed. Now a message of "QuoteWerks docs.mdb database was not found!" will be displayed. [Service Release: 43.05]
2. Added a menu separator bar above the "Show Item &Requirements..." menu item in the Product Lookup window right click menu. This makes it easier to find the Show Item Requirements, Show Item Options, and Show Substitutions menu items. [Service Release: 43.03]
3. When creating a new Product Data Source under the ProductsSetup Product Data Sources menu and clicking the [New] button, and choosing "Ingram Micro", text will appear that will let you know that the Ingram Micro EPG database has been discontinued.
4. The Access Denied message box has been re-designed to show the user a friendlier message while allowing for a details drilldown to specifically see what right is being denied.
5. Increased width of Document Status and Sales Rep drop down boxes on the Open Document window to match the widths of these fields on the Sale Info tab.
6. When creating or updating an MSCRM opportunity, a warning message is displayed if no rating was selected.
7. The Tech Data Online Ordering form was re-styled.
8. The default Document Items Background Color now defaults to "Light Color"
9. All extended and calculated fields in document items tabs are now locked and a message displays in the status bar indicating that these fields are automatically calculated.
10. If the Access Right "CannotManuallyModifyUnitCostInDocument" or "CannotManuallyModifyUnitPriceInDocument" is set, these columns will now be displayed with a grey (disabled) background.
Fixes
1. When cloning a user, the Group Membership was not getting cloned unless the Group Membership was modified before clicking on the OK [button] to complete the cloning. This issue was introduced in Build 37. [Service Release: 43.05]
2. For API users, when using the ItemFunctions.LineItemSetValue to set values for AlternateUnitCost, AlternateUnitPrice, or AlternateUnitList, the alternate currency override flag was not getting set, so these manually specified values would be ignored. [Service Release: 43.03]
3. When append pasting products into a Product Data Source, duplicate manufacturer part number checking was not being performed. [Service Release: 43.03]
4. In some cases users could modify data in locked fields. (Security Fix # 4002) [Service Release: 43.03]
5. If no documents were open, the FileExit menu had no effect.
6. When creating a salesforce.com opportunity for a salesforce.com contact that had no existing opportunities associated with it you would not be able to create a new opportunity in salesforce.com. Introduced in Build 39.07.
7. When calling the API method DocFunctions.DocumentClose, QuoteWerks was not releasing the in-use flag for the document.
8. When creating a salesforce.com opportunity, if you are integrating with salesforce.com professional edition, and have not purchased the salesforce.com optional feature set that includes Price Book support, would receive error "Fault Code (1111). type opportunityLineItems is not supported". Similiary would receive error "Fault Code (1111). type pricebook is not supported" when attempting to link to a salesforce.com Price Book as a Product Data Source.
9. In some cases the mousepointer icon would remain the hourglass icon after the activity had finished.
10. The default value for new documents for the CustomText06 field specified on the Documents tab of the ToolsOptions menu can now be multi-line.
11. When in demo mode, and attempting to export to QuickBooks, Peachtree, Open Export Module, or Place an Online Order, would receive a message stating that there were more than 8 documents in the database when there was actually exactly 8.
12. When entering data into the CustomText11 through CustomText14 cells on the Document Items tab, the data would not be saved.
13. When rolling out the Synnex database using the synchronization features would receive an error that "the file ...\QuoteWerks\sys_synnex.mdb\sys_synnex.mdb cannot be found".
14. When printing/previewing/emailing a document, for any items that had a spec sheet associated with it, if the Spec Sheet file specified in the product definition was no longer valid, a message will now be displayed letting you know that the spec sheet could not be found.
15. When selecting a spec sheet or picture file from the Edit Product window, the selection dialog would not default to the path of the file if the file did not have a fully qualified path. This issue was introduced in Build 36.
16. When editing a print or report layout, if the report was opened, and only a section was deleted that contained no fields, then when existing, the changes would not be saved.
17. In the Configurator, when the last selection was a navigational branch, clicking the [Back] button would not remove the branch selection.
18. In the Configurator, when clicking on the [Back] button, the menu button options for insert and append would appear on the [Cancel] button.
19. F2 Lookup item list displayed when zooming in on the DocumentItems columns Description, CustomMemo01, and CustomMemo02 was different than the F2 Lookup from within the grid cell itself. This issue was introduced in Build 39.x.
20. Removed &DI_ID and &DI_DocID from list of fields available for use with custom menu item commands.
21. Removed DocumentItems->DocID as an available field to be inserted into a print layout. Would receive error "Error in ReturnDocumentItemsFieldArrayIndex(). The field name 'DocID' does not have a counterpart in the StrMatrix or NumMatrix."
22. When calling the Application.GetMacro() method in the QuoteWerks API, the macro data was not always current.
Version 4.0 Build 43.05 Summary: 34 New, 22 Fixes, and 10 Miscellaneous features
New Features
1. Added Misc Access rights CannotModifyFieldValue:DI_VendorPartNumber, CannotModifyFieldValue:DI_CustomText01, CannotModifyFieldValue:DI_CustomText02, CannotModifyFieldValue:DI_CustomText03, CannotModifyFieldValue:DI_CustomText04, CannotModifyFieldValue:DI_CustomText05, CannotModifyFieldValue:DI_CustomText06, CannotModifyFieldValue:DI_CustomText07, CannotModifyFieldValue:DI_CustomText08, CannotModifyFieldValue:DI_CustomText09, CannotModifyFieldValue:DI_CustomText10, CannotModifyFieldValue:DI_CustomText11, CannotModifyFieldValue:DI_CustomText12, CannotModifyFieldValue:DI_CustomText13, and CannotModifyFieldValue:DI_CustomText14. [Service Release: 43.05]
2. When running management reports, you can now insert the fields Application->ReportFileName, Application->ReportName, and Application->ReportDescription into layouts used in reports. This is useful when a report layout is used with multiple reports. For example you might have several reports like Today's Quotes, This Week's Quotes, and Last Month's Quotes. The layout format for all of them will most likely be the same. If you wanted the layout to print the text "Last Month's Quotes" you would have to manually insert a label with that text and would have to create a different layout for each report just to have that unique label. By inserting the new Application->ReportName field into the same layout shared by these reports, whichever report is printed will display the respective report name like "Last Month's Quotes". [Service Release: 43.05]
3. Added new &APP_CompanyMessage1 and &APP_CompanyMessage2 macros. The values for these macros can be set on the Company tab of the ToolsOptions menu. These are useful for storing, for example, a daily special and/or the monthly special. What is so powerful about this feature is that these macros can be inserted into cover pages, print layouts, email signatures, etc. When you change the Company Message value, it automatically changes everywhere it is used, so you do not have to manually update your cover pages, print layouts, and email signatures with the daily special - EVERYDAY! Alternatively, you could store something like "Serving the Chicago land area for over 15 years." and when you’ve reached year 16, you will just need to make the change in one place. [Service Release: 43.05]
4. Macros are now supported in Document Names for templates. For example, if you save a document as a template and give the template a name like "Standard System - &DH_SoldToCompany &SYS_TodaysDate", then when you use the template by selecting this template from the FileNew menu, and then save the resulting document, those macro values will be replaced with the actual values. [Service Release: 43.05]
5. Added support to increase the maximum number of open documents allowed at the same time. The default maximum number is 5. Editing the SITE.INI file and adding the INI key MaxNumOpenDocs under the [System] section you can set this maximum number to a value between 1 and 10. We recommend that you use this setting with caution as the use of this setting may cause you to run into memory issues depending upon your machine and usage (size of each document). If you run into issues, we recommend you reduce the MaxNumOpenDocs . [Service Release: 43.05]
6. On the UtilitiesUser Maintenance window, pressing the DEL key will now initiate the delete for Users or Groups. [Service Release: 43.05]
7. When cloning a product using the Product Lookup window right click menu, there is now a Clone Product window where you can choose to optionally clone this item's Required, Optional, and Substitute items. [Service Release: 43.03]
8. The Project No field was added to the Sale Info tab of the Quote WorkBook. [Service Release: 43.03]
9. On Documents tab of ToolsOptions menu you can now set a default value for the Cust PO# (SoldToPONumber). [Service Release: 43.03]
10. Increased the vertical size of the Bundles and Configurations windows by 30%. [Service Release: 43.03]
11. When first running QuoteWerks, when the country is selected in the setup wizard, the default language for the Real-time Product Content will be set based on the Country selection. [Service Release: 43.03]
12. On the Product Lookup window right click menu, the Show Item Requirements, Show Item Options, and Show Substitutions menu items will now be disabled if there are no items for each type respectively. [Service Release: 43.03]
13. QuickBooks 2009 USA is now supported!
14. QuickBooks 2009 Canada is now supported!
15. Added support for Real-time Product Content through OpenICEcat. OpenICEcat is a worldwide open catalogue developed in co-operation with over 150 sponsoring manufacturers for the purposes of providing real-time product content such as detailed product descriptions, pictures, and spec sheets. There is no charge for the OpenICEcat service. The QuoteWerks Real-time module is required to access this information. You can right click on a product and choose the Real-time Content menu to display real-time detailed product descriptions, pictures, and spec sheets for the product. For products in native product databases, you have the option to update the product with this real-time content, and by doing so, the pictures and/or spec sheet files will be downloaded and saved into your QuoteWerks installation for future use. On the Document items tab, you can select the ToolsReal-time Product Content menu to update the descriptions of any selected items already in the quote with Real-time Content.See a screenshot of this feature
16. When attempting to open a document that is already in use by another user, you will now have the option to open the document in Read-Only mode. In a situation where a colleague has the document open, has locked their workstation, and is out of the office, other users can still open it (subject to normal rights restrictions) so they can view it. When a customer calls in and asks for information about their quote, other users need to be able to see it instead of being locked out from it. A document opened in Real-Only mode will have “(Read-Only)" displayed in the title bar of the document.
17. Added Misc Access right "CannotModifyFieldValue:DH_InternalNotes" and "CannotModifyFieldValue:DH_PurchasingNotes". Useful for restricting a user from modifying those fields on the Notes tab of the WorkBook. These fields could then be updated with information about the quote that other users can see, but not change.
18. Added Misc Access rights "CannotModifyFieldValue:DI_Description" and "CannotModifyFieldValue:DI_ManufacturerPartNumber". When these rights are set, the user cannot modify these fields on the Document Items tab. This is useful in restricting a user from modifying these values to be anything other than what is defined in the product database. Preventing a user from modifying the Manufacturer Part Number is especially useful in that if it is changed, it no longer matches the entry in the database and/or accounting software. When these rights are set, these columns on the DocumentItems tab will have a grey (disabled) background, and when the user clicks in the cell, the status bar will display "You do not have rights to modify this field. This field is read-only".
19. The list of Misc Access Rights has been re-ordered in order of categorical groupings and can now be sorted alphabetically.
20. Added the default option "Don't update Order with real-time ordered price." to the General tab of the Tech Data Online Ordering Options window. Also added the corresponding option "After order submitted, don't update Order with real-time ordered price." to the Tech Data online ordering window, so that this can be changed per order. This option is useful when you receive special discount pricing from Tech Data that Tech Data does not make available through real-time pricing & availability or ordering. When this option is set, the special pricing in the QuoteWerks order that you have manually entered will not be overwritten with the generic pricing that is returned by real-time pricing & availability in the order.
21. Added Misc Access right "CannotCreateContactRecord". This can be used to prevent a user from creating or cloning contacts in the QuoteWerks contact database.
22. Added Misc Access right "CannotUseRealtimeLicense". Useful for preventing users from using real-time features and thereby reserving a Real-time module license.
23. Added "Use comma (not space) to delineate part number from quantity in Quick Lookup Bar." option to the Misc tab of the ToolsMy Preferences menu. This is useful when your part numbers contain spaces.
24. When searching for contacts under the ContactsLookup menu, the ability to sort columns in the results grid by clicking on the column header is now also supported for ACT!, MS CRM, Outlook, Peachtree, QuickBooks, SalesLogix, and salesforce.com users.
25. Added a View/Modify button for the Spec Sheet field on the Advanced tab of the Edit Product window.See a screenshot of this feature
26. Added View/Modify and Refresh buttons for the Picture File field on the Picture tab of the Edit Product window.See a screenshot of this feature
27. For API users, added new Database backend object. With this developers can read from and write to any QuoteWerks database, except the product databases. This is useful for performing database related activities like importing and exporting records, running queries to find particular data, etc. For security purposes a Developer Access Key system was implemented so that the QuoteWerks administrator will have control over what applications will have this access to the QuoteWerks databases. This security is administered under the Security tab of the ToolsOptions menu.
28. For API users, added new DocFunctions.DocumentSave method. This method can be used to save a new document, or save changes to an existing document. It does not however perform any CRM related integrations.
29. For API users, added the Installation.UniqueID property. This is the counterpart to the Application.GetMacro method. The Application.GetMacro("&SYS_InstallUniqueID") will return a unique ID that indentifies this QuoteWerks installation. Then, with this, the developer loop through all the installations (using the backend dll object) to find the installation with the matching unique id.
30. For API users, added new Application.DoAction method. This .DoAction method enables developers to initiate menu selections. Currently supported are "CallMenuFileSave", and "CallMenuToolsOptions".
31. Added macro &SYS_InstallUniqueID.
32. Updated QuoteWerks on October 16th, 2008 to support another new real-time URL that Ingram Micro has implemented for USA and Canada.
33. Retrieving product data from salesforce.com product data source is now faster when only linking to one salesforce.com Price Book.
34. For API users, in the FindAndCopyProductsIntoMLIBuffer method, the "Begins with" operator is now suported for QuickBooks, Peachtree, and salesforce.com Data sources.
Misc Features
1. When installing a QuoteWerks build update, and mistakenly choosing a folder that did not contain an existing QuoteWerks installation, a misleading message of "Update Key NOT recognized ... Reason Code: DOCSNOTEXIST" would be displayed. Now a message of "QuoteWerks docs.mdb database was not found!" will be displayed. [Service Release: 43.05]
2. Added a menu separator bar above the "Show Item &Requirements..." menu item in the Product Lookup window right click menu. This makes it easier to find the Show Item Requirements, Show Item Options, and Show Substitutions menu items. [Service Release: 43.03]
3. When creating a new Product Data Source under the ProductsSetup Product Data Sources menu and clicking the [New] button, and choosing "Ingram Micro", text will appear that will let you know that the Ingram Micro EPG database has been discontinued.
4. The Access Denied message box has been re-designed to show the user a friendlier message while allowing for a details drilldown to specifically see what right is being denied.
5. Increased width of Document Status and Sales Rep drop down boxes on the Open Document window to match the widths of these fields on the Sale Info tab.
6. When creating or updating an MSCRM opportunity, a warning message is displayed if no rating was selected.
7. The Tech Data Online Ordering form was re-styled.
8. The default Document Items Background Color now defaults to "Light Color"
9. All extended and calculated fields in document items tabs are now locked and a message displays in the status bar indicating that these fields are automatically calculated.
10. If the Access Right "CannotManuallyModifyUnitCostInDocument" or "CannotManuallyModifyUnitPriceInDocument" is set, these columns will now be displayed with a grey (disabled) background.
Fixes
1. When cloning a user, the Group Membership was not getting cloned unless the Group Membership was modified before clicking on the OK [button] to complete the cloning. This issue was introduced in Build 37. [Service Release: 43.05]
2. For API users, when using the ItemFunctions.LineItemSetValue to set values for AlternateUnitCost, AlternateUnitPrice, or AlternateUnitList, the alternate currency override flag was not getting set, so these manually specified values would be ignored. [Service Release: 43.03]
3. When append pasting products into a Product Data Source, duplicate manufacturer part number checking was not being performed. [Service Release: 43.03]
4. In some cases users could modify data in locked fields. (Security Fix # 4002) [Service Release: 43.03]
5. If no documents were open, the FileExit menu had no effect.
6. When creating a salesforce.com opportunity for a salesforce.com contact that had no existing opportunities associated with it you would not be able to create a new opportunity in salesforce.com. Introduced in Build 39.07.
7. When calling the API method DocFunctions.DocumentClose, QuoteWerks was not releasing the in-use flag for the document.
8. When creating a salesforce.com opportunity, if you are integrating with salesforce.com professional edition, and have not purchased the salesforce.com optional feature set that includes Price Book support, would receive error "Fault Code (1111). type opportunityLineItems is not supported". Similiary would receive error "Fault Code (1111). type pricebook is not supported" when attempting to link to a salesforce.com Price Book as a Product Data Source.
9. In some cases the mousepointer icon would remain the hourglass icon after the activity had finished.
10. The default value for new documents for the CustomText06 field specified on the Documents tab of the ToolsOptions menu can now be multi-line.
11. When in demo mode, and attempting to export to QuickBooks, Peachtree, Open Export Module, or Place an Online Order, would receive a message stating that there were more than 8 documents in the database when there was actually exactly 8.
12. When entering data into the CustomText11 through CustomText14 cells on the Document Items tab, the data would not be saved.
13. When rolling out the Synnex database using the synchronization features would receive an error that "the file ...\QuoteWerks\sys_synnex.mdb\sys_synnex.mdb cannot be found".
14. When printing/previewing/emailing a document, for any items that had a spec sheet associated with it, if the Spec Sheet file specified in the product definition was no longer valid, a message will now be displayed letting you know that the spec sheet could not be found.
15. When selecting a spec sheet or picture file from the Edit Product window, the selection dialog would not default to the path of the file if the file did not have a fully qualified path. This issue was introduced in Build 36.
16. When editing a print or report layout, if the report was opened, and only a section was deleted that contained no fields, then when existing, the changes would not be saved.
17. In the Configurator, when the last selection was a navigational branch, clicking the [Back] button would not remove the branch selection.
18. In the Configurator, when clicking on the [Back] button, the menu button options for insert and append would appear on the [Cancel] button.
19. F2 Lookup item list displayed when zooming in on the DocumentItems columns Description, CustomMemo01, and CustomMemo02 was different than the F2 Lookup from within the grid cell itself. This issue was introduced in Build 39.x.
20. Removed &DI_ID and &DI_DocID from list of fields available for use with custom menu item commands.
21. Removed DocumentItems->DocID as an available field to be inserted into a print layout. Would receive error "Error in ReturnDocumentItemsFieldArrayIndex(). The field name 'DocID' does not have a counterpart in the StrMatrix or NumMatrix."
22. When calling the Application.GetMacro() method in the QuoteWerks API, the macro data was not always current.
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