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 Quotewerks making CW ticket on won
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nzryanc
QuoteWerks Aficionado

New Zealand
51 Posts

Posted - 08/06/2017 :  21:51:55  Show Profile
So I noticed lots of issues since the REST API change, slowly going through them.

Just wondering if anyone else has noticed QW making new tickets when winning a quote? seems to only be when a quote is won that isn't linked to an opportunity in CW (Or maybe the opportunity isn't set to a ticket)

Last week they we're creating on a specific board, now they go to another.

I'm going to call support tomorrow to see what the issue may be, but thought I might check in here and see if it's a new setting or if anyone else has seen it.

MattPrestige
QuoteWerks Genius

United Kingdom
531 Posts

Posted - 08/07/2017 :  04:09:04  Show Profile  Visit MattPrestige's Homepage
Are you on the latest build, 8.15?

QuoteWerks MVP for 7 years
Remote QuoteWerks consultancy for companies globally.

matt@prestigequoting.com
www.prestigequoting.com
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nzryanc
QuoteWerks Aficionado

New Zealand
51 Posts

Posted - 08/07/2017 :  17:23:19  Show Profile
8.10
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MattPrestige
QuoteWerks Genius

United Kingdom
531 Posts

Posted - 09/01/2017 :  05:18:01  Show Profile  Visit MattPrestige's Homepage
Get on the current release as there are a number of fixes since 8.10.
For example: "For ConnectWise Users, after converting an Opportunity to Lost, the default options for Ticket, Agreement, and Sales Order Conversion would be used as if the Opportunity was Won. [Service Release: 8.12]"

QuoteWerks MVP for 7 years
Remote QuoteWerks consultancy for companies globally.

matt@prestigequoting.com
www.prestigequoting.com
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nzryanc
QuoteWerks Aficionado

New Zealand
51 Posts

Posted - 11/08/2017 :  20:42:44  Show Profile
Yeah we tried this, still occurs.

I managed to make it happen again by closing the automated "Won" windows that popup when opening an accepted QV quote, hitting cancel seems to make a new ticket.
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qw_Shawn
Technical Support Manager

USA
765 Posts

Posted - 11/09/2017 :  12:00:48  Show Profile  Visit qw_Shawn's Homepage
This issue should be resolve our our latest version and build:
http://www.quotewerks.com/updates/UpdateAgent.asp

Also make sure that in the ConnectWise Setup, that you do not have the integration automatically making tickets:
http://www.quotewerks.com/helpfile/qw4help.htm?settingstabconnectwise.htm

Best Regards,

Shawn McNamara
QuoteWerks Technical Support, Level 4
QuoteWerks Team Member Since June 2010
Aspire Technologies, Inc.

See our Tips & Tricks videos on our YouTube Channel www.youtube.com/quotewerks
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