Adagio SalesCQ 9.3A

•Quote Entry has been updated to bypass Address fields consistently if the Bill to Address and Ship to Address options are not set to ‘Enter On New’.

•When the Quote Contact on the Header tab was blank, it was automatically being refreshed instead of retaining the empty Contact.

•Data Integrity Check was not fully updating the Before Tax, After Tax, and Total Tax fields displayed in the Quote List after Integrity errors are rebuilt.

•When SalesCQ Quotes with Taxable Miscellaneous Charges were transferred to OrderEntry, tax was not updated properly for the Misc Charge details on the new Order if OrderEntry was not set to ‘Default shipped as ordered’. 

•If the Company Profile is set to use “North American Address?, Import Prospects and Quotes will validate State/Province. If Country is imported, it will also be validated.

•If 'North American Address?' is selected, the states for Mexico will be normalized to the 2 character state.

•Adagio SalesCQ now respects the Group Security settings for Item Notes within Adagio Inventory. If an Inventory user does have access to Edit Item Notes, the SalesCQ user will also be able to edit Item Notes while viewing Item records.

•The Country list that will be normalized when 'North American Address?' is selected has been expanded to include more countries.

A new option has been added to the Company Profile, Options tab to work with ‘North American Address?’: ‘Normalize Country To’. The options are: Full name, 2 character ISO, 3 character ISO and Never. For Import or Edit for Prospects or Quotes, if the Country is recognized, variations on Country codes are standardized based on this setting.

Eg. For the Default setting: Full name, CA or CAN become Canada.