QuoteWerks Version 24.0 Build 1.09 now out!

New Features - Build 1
	1. Act! For Web 25.100 is now supported! [Service Release: 1.01]
	2. Goldmine 2023.4 is now supported! [Service Release: 1.01]
	3. SugarCRM version 13.2 is now supported! [Service Release: 1.01]
	4. Sage 50 Accounting 2024 (Peachtree) is now supported! [Service Release: 1.01]
	5. QuickBooks Desktop USA version 2024 is now supported! [Service Release: 1.01]
	6. USA Address verification is now supported. On the SoldTo/ShipTo tab of the Quote WorkBook there is now a button to verify and standardize the address using the US Postal Service database. On the Sales Tax tab of the Real-time Setup window there is the option "Show/Display USA address verification icon" to hide this feature if not wanted. The option is useful if you live in a country besides the USA like Canada. You may still ship and do business with customers in the USA, you can use this option to benefit from USA address verification even though your company is not located in the USA. On the Misc.General(more) tab of the Users Preferences window there is a "Address Verification Mode" option with the choices of "Manual" and "Auto Verify USA Address on Address selection". When an address is verified, it is logged in the document transaction log. The Realtime Module and current UMP is required for this feature. [Service Release: 1.01]
	7. The USA Sales Tax Rate Lookup in the Real-Time module has been improved. Now the the feature will verify the address against the USPS database, and refine the Postal Code to be a Zip+4 postal code (taking into account the street number and name). With this pinpointed Zip+4 Postal Code the Sales Tax Rates for that specific Zip+4 location will be retrieved. On the Sales Tax tab of the Real-time Setup window there is the option "Base Sales Tax on the Address From" to choose which address controls the sales tax rate. The standard is for the Ship To address to determine the tax rate locality. On the Misc.General(more) tab of the Users Preferences window there is a "Sales Tax Lookup Mode" option with the choices of "Manual", "Auto Verify USA Address and Retrieve Sales tax info on Address selection", and "Display Realtime USA Sales Tax Lookup window on Address selection". You can also click on the "Lookup tax rate" button next to the Tax Rate field on the Sale Info tab of the Quote Workbook, this will display a window that will let you choose to use the address verification and see the details of the Tax Information for the Zip+4 Postal Code. When a realtime Sales Tax is applied to the document, it is logged in the document transaction log. The Realtime Module and current UMP is required for this feature. [Service Release: 1.01] See a screenshot/video of this feature
	8. Whole document spell check. Pressing the F7 key while in a text box will display the traditional spell check dialog. Choosing the Tools->Spelling menu (or CTRL-F7) will run the Whole Document Spell Check wizard. A wizard will be displayed that presents each field one by one indicating misspelled words with a red squiggly line underneath it. When done correcting the spelling, you can click the [Next] button to move to the next field. There is also a [Previous] button to go back if needed, or [Close] to stop. If you choose to [Ignore All], that word will be ignored in all the remaining fields checked. If a field is empty or there are no spelling errors, or the user does not have rights to modify the field, it will be skipped. The Whole Document Spellcheck can include fields on the Quote WorkBook tabs, and also line item columns for each line item. You can customize the list of fields that are included under the Spelling tab of the Tools->My Preferences menu. [Service Release: 1.01]
	9. You can now spell check individual cells on the Document Items tab grid by pressing F7 while in the cell. [Service Release: 1.01]
	10. QuoteWerks Web now supports SSO login. QuoteWerks Desktop user setup was updated to reflect this. [Service Release: 1.01]
	11. The Product Content Subscription now has PartLocator support for Arbitech in the USA. We've negotiated an arrangement with Arbitech to host their product data so as to provide our mutual customers with the best experience possible. [Service Release: 1.01]
	12. The Product Content Subscription now has PartLocator support for Accutech Data in the USA. We've negotiated an arrangement with Accutech Data to host their product data so as to provide our mutual customers with the best experience possible. [Service Release: 1.01]
	13. On the Product Lookup window, the Etilize keyword search box now has a drop-down list of your most 20 recent searches. [Service Release: 1.01]
	14. For the Deposit Amount, there is now an option to include the Sales Tax in the deposit amount when selecting the "TOTALING: Add up multiple matching line items in the document" or "Percent of a line item in the document" options. Defaults for this can be specified on the Documents tab of the Tools->Options menu. [Service Release: 1.01]
	15. For the Deposit Amount, there is now an option to "Include Shipping Amount (including Sales Tax) in Deposit Required". [Service Release: 1.01]
	16. The Summary line "TOTALING: Add up multiple matching line items in the document" option now has the option to "Include Sales Tax" [Service Release: 1.01]
	17. On the Custom Tab of Quote WorkBook, the fields CustomMemo01, CustomMemo02, CustomMemo03, and CustomMemo04 now have vertical scrollbars. [Service Release: 1.01]
	18. On the QuoteValet Upload window, next to the [Reminder Options] button is an indicator that displays how many reminders are set. [Service Release: 1.01] See a screenshot/video of this feature
	19. The QuoteValet Auto-Reminders window now has [Select All] and [De-Select All] buttons [Service Release: 1.01] See a screenshot/video of this feature
	20. Under the Tools->Options menu on the Print tab added options of "Include Percent Charge lines on Sales Orders" and "Include Percent Discount lines on Sales Orders" and "Include Group Header lines on Sales Orders". [Service Release: 1.01]
	21. For ConnectWise PSA users, QuoteWerks now supports up to 6 ConnectWise PSA Tax levels when using the DataLink to retrieve the tax rate from ConnectWise PSA. Previously, QuoteWerks only supported the first 5 levels. Note: The ConnectWise PSA API as of October 2023 only supports 6 Tax Levels. The ConnectWise UI allows administrators to create more than 6, however. [Service Release: 1.01]
	22. You can now select multiple bundles at the same time to delete. [Service Release: 1.02]
	23. For SugarCRM users, significant speed improvements were made across all API calls. [Service Release: 1.03]
	24. You can now specify company wide Spell Check words to Ignore. In the Settings Manager, you can set SystemSettings\System\SpellCheckCompanyCustomDictionaryData key with a list of words to ignore, with each word being on its own line, so separated by CRLF. [Service Release: 1.03]
	25. For Autotask users, the shipping description will now map over for shipping items on an Autotask quote. The shipping description can also be manually set. This new feature is located on Autotask Setup window -> Opportunities->Quote Products->Shipping section. [Service Release: 1.06]
	26. For Hubspot CRM users, if two words are entered when doing a Name search on the Lookup window, a match with the first word for the first name and the second word for the last name will be used. [Service Release: 1.06]
	27. For Zoho CRM users, product lookup can now show up to 10,000 records. [Service Release: 1.06]
	28. Act! For Web 25.2 is now supported! [Service Release: 1.08]
	29. Autotask 2024 is now supported! [Service Release: 1.08]
	30. SugarCRM 13.3 is now supported! [Service Release: 1.08]
	31. Goldmine version 2024.1 is now supported! [Service Release: 1.09]

And many changes and fixes!  Contact Wizard Systems to get your update!