QuoteAdvantage for Microsoft CRM - Readme File

Revised: July 14, 2008

Please Read the Documentation

QuoteAdvantage will not be fully functional until you manually complete the installation process.

Please refer to the Installation Guide and User's Guide files that are located in the \Program Files\QuoteAdvantage folder. These documents provide a detailed explanation of how to properly deploy the software and customize it to match the needs of your business. These documents can also be opened from the Windows Start menu by clicking Start - All Programs - QuoteAdvantage.

The QuoteAdvantage folder also contains a Sample Data folder where you can find useful sample code that demonstrates how to customize QuoteAdvantage.

If you have questions about how to complete the installation process, please send email to: support@errorfreeorders.com.


QuoteAdvantage Website

For tech support and additional information about QuoteAdvantage, please visit: http://www.errorfreeorders.com


Licensing

QuoteAdvantage is open source software that is released under the Microsoft Public License (Ms-PL).


Customization

Callisto Systems, Inc. (the original authors of QuoteAdvantage) is available to provide custom consulting to enhance the software to more closely match your customers specific needs.

Please visit our website for more information: http://www.errorfreeorders.com 


Summary of Updates

Version 5.0

- Added Microsoft CRM 4.0 compatibility
- Added support for nested child products
- Added support for linked products
- Added support for multi-select child product categories with checkboxes instead of radio buttons
- Added new "auto-add" feature for automatically adding child products when a parent is added
- Made QuoteAdvantage window resizeable
- Update to make the category tree list remember the previous selection
- Performance improvement when adding and removing products
- Improved installer to allow proper merging of changes to isv.config file
- Minor bug fixes


Version 4.0

- First open source release


Version 3.3

- Added links for marketing encyclopedia information about products
- Minor bug fixes

Version 3.2

- Added optional columns for displaying list price and standard cost
- Minor bug fixes

Version 3.1

- Added support for the online/connected Outlook client
- Added support for applying discounts to a parent product and its associated children
- Added the Print button for basic proposal generation
- Added support for custom currency formatting
- Minor bug fixes


Version 3.0

- Introduced the QuoteAdvantage Editor
- Added support for adjusting the quantity of a parent product


Version 2.0

- Added support for Microsoft Dynamics CRM 3.0 Professional and Small Business Edition
- Added Spanish language support for the QuoteAdvantage user interface
- Continued improvements to streamline the installation process

Version 1.1

- Streamlined the installation process to allow for a trial installation without modifying the CRM database schema
- Replaced configId field with productId field
- Fix to automatically apply the default unit of measure to newly added items
- Added link to the Quote Advantage Support page
- Miscellaneous documentation updates and corrections