Release notes for TanamiGold

Feature

• Add integration to Odoo

Bug Fix

• Pipedrive: Fix issue introduced with 5.3.0 where a deal with no activities produced an error rather than identified no activities were linked to the deal

Update

• Add the ability to map Total Cost and Profit Margin to Deal/Opportunity. Profilt Margin is mapped to a text field displayed as 99.99%

Bug Fix

• Pipedrive: Fix issue where activity with no person id connected to an activity caused Update to CRM to fail. Also changed error handling so if error with activities occured, you can still update to the deal.

Update

• Change License Manager so requests for renewals, upgrades and purchases from trials are requested via an email that is sent to create a ticket.

Bug Fix

• Issue with durations of activities from Pipedrive when they are greater than 24 hours. Changed the way durations are managed so day, hour and minutes can be used. 

Update

• New digital certificate with higher security on installer. Microsoft recognises the software.

Minor bug fix

Bug Fix

• When mapping number fields, they were being mapped when the value was zero. Changed mapping so if the value was only updated if it was non-zero<.

Updates

• Uploading PDF to Pipedrive required changes because the temporary PDF file created by QuoteWerks changed to use UTC date format in the filename.
• Changed updating activity/task to use the expiry date. Rather than using the current time of day to populate the time, now use the time in the QuoteWerks expiry date field as it's now Datetime format, not just Date.

Bug Fixes

• Add/Edit Activity/Task had the wrong URL for the help button. Updated to the correct URL. The page was also hidden in the help. Fixed.
• When the Add/Edit Activity/Task window was displayed, you could cancel the Update CRM window without closing the Add/Edit Activity/Task window, which left the application locked. Fixed by disabling the Update CRM window while adding/editing activities/tasks.

Minor bug fix

Bug Fix

• When mapping number fields, they were being mapped when the value was zero. Changed mapping so if the value was only updated if it was non-zero

Minor bug fix

Bug Fix

• Wasn't handling European number formatting when creating a deal from QuoteWerks. Fixed.

Made changes to how licensing manages remote installations to limit the need to access the QuoteWerks Backend API, which was slowing down startup. Now users have to enable this feature manually. This way it only impacts the small number of users that use remote installations. 

Changed status messages from popup to display in main windows. If the application was canceled before they finsihed they would remain displayed and get in the way.

Feature

• Remote licensing requires enabling by the user, to speed up startup for most users who don't use this feature.

Bug Fixes

• Moved status messages from popup to be inside the window. If the application was canceled before they finished they remained displayed, and the only way to remove them was to restart QuoteWerks.
• If the CRM base currency is different to the QuoteWerks base currency, a bad value was passed which caused an error. Fixed.

Minor fix

Bug Fix

• Convert Deal Value to Decimal using local culture currency settings.

Minor Fixes

Bug Fixes

• When checking Pipedrive User Count it was including deactivated users.
• License Manager resizing was not correct.
• License Manager left expiration date highlighted red after valid license is installed.

Minor bugs and an update to improve startup performance

Update

• Improved Startup Performance by removing code unnecessarily running twice.

Bug Fixes

• Fixed unable to process subscription type licenses
• Corrected warning message after upgrade to 5.1 using Pipedrive to refer to the correct version
• Fixed Activities processing when changing deals while updating to the CRM after QuoteWerks save
• Removed open deal option when creating a new deal while after QuoteWerks save, as at this time the deal isn't actually created until the Update button is pressed and the window is closed.

Bug Fixes

• Fixed Demo license has no license key, so the installation type wasn't recognised
• Improved setup when selecting CRM. It was assuming that the first selection was a change
• Fixed processing messages not showing
• Fixed ActiveCampaign displaying all deals, not just open ones
• Fixed Updating deals with alternate currency

This release of TanamiGold includes the following major updates:

• Help is now online and can be accessed from here. Contextual help is also available from "?" in the top right hand of the windows.
• Licensing now properly supports remote pc and remote site installations
• CRM contacts and deals can be opened from QuoteWerks

Features

• Help is now online, and contextual help can be accessed via the "?" on the top right hand of the windows.

• Licensing now supports remote pc and remote site installations. The license manager detects these remote installations and enables the creation of remote TanamiGold license files.
• CRM (ActiveCampaign & Pipedrive) contacts can be opened from QuoteWerks, the contact lookup window, and the Update CRM (On save) window.
• Open CRM Contact from QuoteWerks Sold To/Ship To tab using retrieve current contact button
• Add the ability to map custom fields to Deal Value in Pipedrive
• Can now cancel operations successfully
• Active Campaign Deals are now linked to the account as well as the contact.

Bug Fixes

• Fix: Error "Cannot unmarshal type FieldValue" when accessing some deals in ActiveCampaign ActiveCampaign: When using contact lookup on some deals the error "Cannot unmarshal type FieldValue" would occur.
• Some custom deal fields with null values would cause the retrieval of custom fields to fail. Added test to check for null values and return a null string in ActiveCampaignAPIV3.