Quosal 1.7.0.5404 Release Notes

ConnectWise Users on 2010 Phase 3

You will need to update your integrator settings in ConnectWise.  This can be found under Setup, and search for the Integrator table.  Specifically, we are using some of the new API functionality, including the Member API.  There is a new Test Integrator button under Options -> Setup that you can use to make sure that you have set up the integrator.  The following screenshot has the list of recommended API’s that should be turned on to use Quosal.

Workspace

1. In Tab Information, added a worksheet to specify payment plans for a tab.
2. The Tab Identifier has been increased to 255 characters from 30 to match what can be done with Tab Name.

Order Porter Video

1. Fixed a problems where the Video submission was being flakey between quotes.
2. When attached, a play button now appears on the video to indicate it’s there.
3. If you have a Microsoft Lifecam installed, there is a new Capture button that appears that will launch the Lifecam capture software, and automatically suck in the last video that was created using it.  If you do not have a Lifecam, the Add file button will still work just fine.

Quote Object

1. Added a TaxWithShipping property to make it available in Order Porter and Quote Forms without having to do a calculated field to get at it.
2. Added an AllItems property for use in QuoteForms that bypasses tabs.  Very useful with the PivotGrid and the sample MSP we did where there is a Silver, Gold, and Platinum tab containing all the same items.
3. Added proper support of Tabs and Items in the Price Groups.  Also useful with the Pivot grid, when more tabs than just Silver, Gold, and Platinum may appear on the screen.

ConnectWise

1. Added “2010 Phase 3” as an option in the Version Dropdown
2. Opportunities now take up the full screen.
3. Products now have an ETL designer that you can use to change how the mapping comes in from Quosal.
4. Added an ETL option to Tools that allows you to do a mass import and update into ConnectWise from any Product Buffet data source.
5. We now get the Manufacturer list when adding ConnectWise products.
6. We can now add Vendor Name to products as they are added, provided that they match up as a Company in ConnectWise.
7. Manufacturer Part Number is no longer available.
8. Fixed a problem adding Customers to ConnectWise where the Account Name was longer than 25 characters.
9. When an opportunity is Won/Lost, the forecast details will now update with it.
10. When working on the opportunities screen, we added the ability to change the Group By type on the fly.  This will recalculate items to add.  When individual tabs are set to Products and then to forecast (or vice versa), it also recalculates items to add.
11. Added an integration login remap for remapping service boards.
12. Opportunities can now automatically submit the .Quosal and the resulting PDF the first time an opportunity is added to CW.
13. Fixed a problem with ItemNotesPlain not being used in ServiceTickets correctly.
14. Inside and Outside rep are available to pick on the opportunity.  The available reps are from ConnectWise.
15. The urgency flag is now available on the opportunity.  You can right click it to change it as you would in the opportunity list.
16. In 2010 Phase 3, you can now force individual tabs to post a higher level group override when grouping by Line Items.
17. Fixed some problems with grouping by Manufacturer in 2010 Phase 3.
18. When using Line Items:  Products, Services, and Agreements are all supported, and will give the “Click products link for more details…” master description in the forecast.
19. 2010 Phase 3 now supports the new Agreement forecast type.
20. Item Notes and Manufacturer Part Number are no longer available when creating new products in ConnectWise from Quosal.
21. Creating products on Service Ticket posts from Overview will no longer work in 2010 Phase 3.
22. There is a new Integrator Login Test button for 2010 Phase 3.
23. You can now set the Agreement Type at the opportunity header level for 2010 Phase 3.
24. Added an option to allow you to warn on the Close Date if it is today or earlier on the opportunity.  This can be enabled under your advanced setup.

Knowledge Base

1. 1. Added video support to the KnowledgeBase that can be referred to in Quosal.   In any public solution, use this tag format to let Quosal know it can play a video:  [BeginVideo]http://demo.quosal.com/video/quosal101/Quosal101-1.wmv[EndVideo]
2. Added ability to pop up Knowledge Base entries for specific Quosal screen.  First usage is ConnectWise Product ETL screen.

Word Integration

1. Fixed a problem where if you were using group iterations more than once, the 2nd one would only repeat the last line of a group/item.
2. Reflected RtfNotes and ItemNotes now properly show RTF content.
3. Added a feature to export and import word table settings.

Electronic Orders

1. We now only warn if a PO has been submitted and do not force disabling.

PDF Merging

1. Added iTextSharp component to handle later PDF documents that the last library was not handling.

Scripting

1. Added the ability to support XAML syntax in the script editor.
2. Added a new Script Engine editor.  Can be accessed under Tools.  Features include:

• Code insite for Quosal specific objects, and some base .NET objects
• Syntax Highlighting
• XAML pane for adding custom XAML code to a script
• Tree view breaking out trigger scripts vs price scripts.
• Errors when compiling are underlined in the editor when they occur
• Line numbers are displayed to help find errors.
• Scripts can be exported/imported with right clicks.

Order Porter

1. When using the #BeginTab(“”) method, you can create filters for specific tabs.  It knows to use a filter if you use =<>@.  The format is Property=Value.  Example: #BeginTab(TabName=Products) would get anything on the products tab.  @ forces a like situation.
2. Added an original passcode field for Quote Requests to be used in templates where navigation is supported to the original source.
3. PDFs can now be generated from Order Porter using the GeneratePDF() function on Order Porter request templates.
4. Added a Group By (QuoteGroups) and a thumbnail to the Publish Settings under overview for usage in Order Porter.  Primary usage… Group by lets you iterate through a series of Quotes to generate a custom menu of Quote Requests.
5. Added #Tab.BeginIndexMod(4).  This allows you to perform a set of HTML ever X number of times (4 in the example).  This lets you construct horizontal tables instead of forcing vertical.  Also available for Items, QuoteGroups and ActiveQuotes.
6. Added a #Replace(“somestring”, “string”, “new value”) tag to allow for content replacement.  Useful for True/False’s saying things like yes and no.
7. Added a #IfReplace(“Trigger”, “My custom content”) to allow for displaying custom content only if a value is true.
8. Added a #AddItems(1, 2) tag to add two numbers together if needed for formulas.
9. Added a #SubtractItems(2, 1) tag to subtract two numbers if needed for formulas.
10. Added a #JPath tag to handle the JQuery javascript library path at orderporter.com
11. Added the ability to send an Internal Only email when an order is approved.  The customer facing email will still be sent to the rep as well, but the internal only will only go to the Quosal rep and not the customer.
12. Added a #ActiveQuotes iteration in Order Porter that lets you get to the high level Quote object in order to provide a listing of Quotes that are still available.
13. Added a fix for Price Scripts in Order Porter so they wouldn’t unnecessarily compile and slow down the page.
14. Added a new Order Porter editor.  Can be accessed under tools.  Features include

• Supports code insight.
• Syntax Highlighting
• Tag system organized in a tree view on the left
• Ability to create a bare bones template group that has the minimum necessary tags to function
• Right click functions to export and import groups
• Preview panel for viewing the Order Porter on the current quote that correctly shows pictures.

Product Buffet

1. MFP# and Vendor Part Number searches using the Quosal internal source will now properly look up on partials.
2. We have added a CDW Price Scraper.
3. We have added a Supercom Real-time source price lookup.
4. Product buffet fix for Tab Views and Tables with ODBC datasources.

QuickBooks

1. Can now post to Canadian QuickBooks for only GST without PST.

Administrative

1. All changes to configuration settings are logged in Quosal, and can be accessed under the administrative tab.
2. Hitting the New Seed button logs a specific activity to let us know when it’s manually been set vs. algorithmically set.

Internal Speed Improvements

1. Added a Tools -> Settings -> Toggle Source Comparison option that will disable animations and give a little speed boost to some lower powered systems.
2. Added the ability to Force Dispose of an object before it gets Garbage Collected.  When Order Porter or Quosal is done with a Quote, it releases resources immediately and in small increments.
3. Additional file downloads now happen after a login has completed in Quosal rather than during the login process (launch time speed perf).
4. Product Buffet mapping now happens after a login has completed in Quosal rather than during the login process (launch time speed perf).
5. Fixed a problem where Modified was sometimes not being set back to false after a save.  This was causing some additional save events to the database that were not needed.
6. Changed the load picture routine to not require a thread invoke when it comes in in order to load.  Helps loading quotes with large numbers of items with images.