New features by version in Adagio SalesCQ



Adagio SalesCQ 9.3A 2024-03-06 (Mar. 6, 24)



    ·          Spell Check (F7) was not working properly in Edit Prospects or Edit Quotes for Notes and Additional Comments.

    ·          Salespersons and Sales Managers with leading zeros were having the zero trimmed, in some cases. This was a problem in printing some Transaction and Analysis reports.

    ·         When Quotes were transferred to OrderEntry with the option to ‘Transfer Attached Documents’ where not all Quotes had attachments, the sequence of Quotes transferred would incorrectly link the attachments for the preceding Order to an Order that should not have attachments.  Printing forms in OrderEntry added to the list of documents shown as being linked.




And these changes were made in earlier versions:


Version 9.3A | 2024-12-03 (Dec. 3, 24)


    ·          Compatibility with Inventory 9.3B.

    ·          With Inventory 9.3B, Edit Items has a Minimum Qty field. This field will be checked in SalesCQ if the option: ‘Respect I/C Minimum Quantity’ has been selected in the Company Profile. In Quote Entry, if the Items ordered are beneath the Minimum Quantity, an Error message will appear. When a Quote is transferred to OrderEntry, the Minimum Quantity will be checked if the option: ‘Respect I/C Minimum Quantity’ has been selected in the OrderEntry Company Profile.

    ·          Copy Quote from the Quote List was not respecting the 'Increment Quote Numbers' option.

    ·          Quotes transferred to Orders did not have the Customer Report Group.

    ·          Custom Reports that used the Crystal report option to Hide a detail section, which permits drill down, did not work properly.

    ·          Custom Reports with sub-reports could not be printed. This error was received: The table could not be found.

    ·          When a new Ship To address with a formatted address was added on the fly through Enter Quotes, the City and State were not defaulted properly. The City and State were both shown the City field.

    ·          Adding Items on the fly through Quote entry caused an Access violation.

    ·          In Document Entry, the Item Information display for Current/Open POs no longer includes Standing Orders.

      ·         In Document Entry, the Item Information display for Current/Open Orders no longer includes Standing Orders.




Version 9.2B | 2018-06-08 (Jun. 8, 18)


    ·    Compatible with and required by OrderEntry 9.3A.

    ·    Formatted addresses on quotes including dedicated fields for City, State/Prov and Country.

    ·    Supports unlimited Miscellaneous Charges and unlimited Ship Via codes in OrderEntry 9.3A.

    ·    Quote Notes can optionally be included when a quote is transferred to OrderEntry.




Version 9.2A | 2017-02-21 (Feb. 21, 17)


    ·    Adagio SalesCQ is now available on Adagio Cloud.

    ·    Added 9.2A standard features including enhancements to grids and filters, Adagio toolbar, Application log, and much more...

    ·    Adagio ePrint users can view PDFs of quotes from the Edit Quotes list. View PDFs of documents from customer, prospect, item, quote and order edit/view functions.

    ·    Existing quotes for Prospects are updated to the Customer when quotes are transferred to Adagio OrderEntry.

    ·    Changes Location in details when Location is changed on quote header or when creating / copying quotes from other documents.

    ·    ‘Permit transfer of quotes’ option prevent users from transferring quotes to orders in OrderEntry.

    ·    Support Preferred send method in customers / prospects when printing quotes.

    ·    Supports Automation when Adagio Console is installed.