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ISQuote version 7.7.6

Release date: October 11th, 2023

Kit Master on Edit Quote Page - To make a permanent change to the kit master, click the Action dropdown on the Kit and select Save Kit Master. Click any Save icon to the left to finalize the change.

Kit Line Item Master on Edit Quote Page - To make a permanent change to the individual items on a Kit, click the Action dropdown on the right side of the line item within the Kit. Select Update Item Master. Then click any Save icon to the left to finalize the change.

 

 

New Price Flag "C" - When adding the new "C" price flag to an Item/Quote line, the List/Net prices will be replaced with the word "Call" in the Net price field.

Spec Status - Users can now add/edit/remove Spec Status entries. This information is located under the Job Category tab in the main navigation bar. 

ISQuote Home Tab - The Quote Type filter has been added to the ISQuote Home Tab

New Site Config Setting: Options - Enforce Min/Max - This new setting when enabled(disabled by default) will enforce an item's option's Minimum and Maximum values. If an item has a group of options with a set minimum or maximum, the user will be prompted to fix the selected options to meet these requirements. In some scenarios the user might still need to select options outside of these Min/Max values. The user can click the check box at the top before clicking the saves buttons to continue on with the selected options. The example below shows 2 groups of options that don't meet the min/max requirements for the item options. The option group Drains is set to a maximum of one option and we have two selected. The second group of options requires at least one option to be selected.

New Site Config Setting: Disable Unquotable Job Contacts - This new setting when enabled(disabled by default) will remove the Job Contacts that are marked as not quotable from the area below. Previously users could send a copy of a quote to the Job Contacts with No Pricing/List Price/All Pricing. If the Job Contact has been marked as not quotable, the contact will not appear in the list shown below. The first image below shows the Job Contacts on the Quote Preview page with the option turned off. Tom is marked as Quotable but John is not. The second image below shows the same list of Job Contacts with the new option turned on. This removes John from the available contacts since he's marked as not quotable.

 

 

 

Contact Import Source - If a contact in ISQuote was was imported from another outside source like RepFabric, the import source will be shown on the Contact entry itself as well as the main Contacts page on the far right column and the Edit Customer page.

Items - Search Tags - When Renaming or Merging items, the previous item name is added to the new item's Search Tags. Search Tags can be found on the Edit Item page as shown below. This helps after a rename or merge of items so users can still search for the old item number to find the items they need. User's can also use this field freely in case items are referred to differently internally.

Misc Changes/Fixes

General - Changed the auto-focus to the first entry field on Add/Edit pages with simple forms
General - Correctly set PDF property for Creator to "ISQuote - Job Quoting & Tracking Software"

General - Optimized search for handling special characters between words
EditCustomer - Check to make sure the default contact exists, otherwise update the Customer Record
ShowItems/MassChangeItems - Allow for ItemImages to "self-heal" based on database record or image files
ShowMfg - Added audit record for the Mass Action Menu
EditSite - Moved "Broadcast Mode" default flag into it's own section
EditSite - Disabled password field from Email settings when "Office 365 - Admin" method is chosen; not applicable in this method.
QuoteDistribution - Added a "Click here to view full PDF" on Quotes sent to fix issue with iOS devices rendering PDFs as images

Items - Record ChgUserID, AddUserID and display DateChanged

ShowMfg - Added 2 options for the Mass Action Menu; "Zero" list pricing and delete net prices; only available for 'admn' user

JobNotes/CustomerNotes - Updated to allow for .tif files as an acceptable file extension

PrintQuote - Include QuoteHeader, Spec and Info Sheet overrides to save for UserSettings

PrintQuote - Added new Excel export option that allows for importing Quote lines in the future release (Quote Form One Sheet All Columns Importable)

SignOut - Remove footer fields that are disabled in the Sign Out page

EditUser - Don't allow users to edit the 'admn' user

API - Allow for QuoteDistributionFiles to be accessed, giving API Partners the Quote PDFs and Excel versions of Quotes that have been sent

General - Fix Reset button layout so Pagination controls aren't moved while paging

ShowCompItems/ShowItems/MassChangeItems/EditQuote - Fixed bug with searching for exact parts using quotations
ShowContact - Fixed MaxLength mismatch for Name field

EditCustomer - Fix bug if default Contact is missing to update to the next Contact
EditCustomer - Fixed MaxLength mismatch for Email field

EditCustomer - Fixed bug with pagination stuck on first page
ShowCustomer - Fixed MaxLength mismatch for Company field
EditQuote - Fixed bug where using the "Action" menu saved changes weren't reflecting on the "Customer Details" tab
ItemInformation Pop-up - Fixed bug where SpecSheet/InfoSheet URL links shown even if invalid

ItemInformation Pop-up - Fixed Header/field mismatch. Last column header on Quote Details is supposed to be AP (AutoPrice code), not PF

ShowJob - JobNotes import - Fixed bug with unhandled exception from Office 365 servers

NetPriceImport - Fixed bug with LibreOffice, OpenOffice versions of Excel files

save_kit_master.png
update_item_master_action.png
call_quote_lines.png
call_quote_preview.png
spec_status.png
isquote_home_quote_type.png
options_min_max_error.png
job_contacts_disable_on.png
contact_import_source1.png
search_tags.png
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