Outlook2CRM Announcements

Outlook2CRM Version 1.3.8 Released!

2008-10-16T23:55:00Z

Outlook2CRM version 1.3.8 has been released. This new release includes some critical fixes, but also has some exciting new features!

One of the most exciting new features is the new built-in ability to mark an e-mail as "filed" and also as "complete" in Outlook when an Outlook2CRM button is used on an e-mail. The Outlook2CRM development blog had some posts a while back about adding this via customization, however, this is now a built-in and configurable part of Outlook2CRM - all done via the Toolbar Editor and without code. This is configurable on a per-button basis (and can also be turned off for a button).

Another feature that was suggested by an Outlook2CRM customer and business partner is the ability to optionally select only specific attachments to include in SalesLogix (instead of including all, which is how this was before). Note that this new dialog is not yet used for ticket attachments (but this will change in the next release).

One of the most anticipated fixes reported by a few Outlook2CRM customers is a fix for an issue that would cause Word or Excel to crash on machines with Outlook2CRM installed when the File | Send as E-mail menu option was used to send the spreadsheet or document as an e-mail.

To see the complete list of changes & fixes in this release see the Outlook2CRM version log: http://www.outlook2crm.com/blogs/versionlog/archive/2008/10/16/outlook2crm-version-1-3-8.aspx

To download this new version of Outlook2CRM see the downloads section: http://www.outlook2crm.com/files/folders/releasedversion/default.aspx

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
All content copyright © Outlook2CRM / Customer FX Corporation

Outlook2CRM for Sage SalesLogix Reaches Major Milestone

2008-07-08T15:50:00Z

Outlook2CRM now in use by over 10,000 Sage SalesLogix users, making it one of the top Sage SalesLogix addons ever

St. Paul, MN (PRWEB) July 8, 2008 -- Customer FX Corporation announces reaching the 10,000 user milestone today for their popular Outlook2CRM for Sage SalesLogix.

"This is a major milestone in the lifecycle of this product. A special thanks to the 100+ SalesLogix Business Partners who helped us reach this level" says Brianna Tinjum, Channel Partner Manager for Customer FX.

Key benefits to users of Outlook2CRM include:

Create or Update Tickets
Create or Update Contacts
Create or Update Opportunities
Create Leads
Create Activities
Create History
100% Customizable
All from within Outlook

About Outlook2CRM
Sold primarily through Sage SalesLogix Business Partners, Outlook2CRM is a top selling enhancement for Sage SalesLogix that provides a complete solution for SalesLogix users to be as productive as possible when communicating with customers via e-mail. More information is available at www.outlook2crm.com or 651-646-7777 or by contacting a Sage SalesLogix Business Partner.

About Customer FX
Customer FX Corporation is a custom and packaged software developer specializing in Sage SalesLogix and Sage CRM enhancement, and custom built applications for Sales, Marketing and Customer Service. For more information visit http://customerfx.com or call 651-646-7777.

PRWEB

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
All content copyright © Outlook2CRM / Customer FX Corporation

Outlook2CRM Version 1.2.2 Released!

2008-02-01T14:21:00Z

An exciting new version of Outlook2CRM has been released! Version 1.2.2 has several new features and fixes. This release, of course, includes all fixes and enhancements from all previous preleased to date as well.

The complete version log for this release is located here (which I've included in this post as well): http://www.outlook2crm.com/blogs/versionlog/archive/2008/01/29/outlook2crm-version-1-2-2.aspx

New Features & Enhancements

Added support for Exchange public folders! Users can now select e-mail items in Exchange public folders to use with Outlook2CRM actions.
Added support for "Addin_IncludeAttachedFiles" property for buttons. Addin buttons can optionally support this property to trigger the save attachments dialog for any action
Added diagnostics tool for troubleshooting workstation/client issues
Added new debug mode for logging of all integration actions and data access
Added support for saving attachments to matched contact from Activity & History action buttons

Fixed Issues

Fixed attachment description field for saved attachments to avoid errors for long attachment file names
Fixed issue where some addin button images would not appear after loading unless the Outlook2CRM toolbar was refreshed
Fix issue where the sender is used, instead of the matched contact on the Insert New Ticket screen in cases where a different contact is selected instead of using the matched one
Fixed installation issue for Terminal Service or Citrix multi-user environment where the addin is not registered for all users
Miscellaneous fixes for "Ticket" screen (Default ticket for existing ticket option to current ticket if matches the e-mail's contact and disable controls unless option selected
Miscellaneous fixes for "Contact" screen (disabling controls unless option selected and some code optimization)
Fixes with Outlook integration for toolbar to better remeber location in Outlook between sessions
Several core library updates & fixes (moved from release 2 to release 8)
Migrated code-base to Visual Studio 2008 (still targeting .NET Framework 2.0)

Download

You can download version 1.2.2 here: http://www.outlook2crm.com/files/folders/releasedversion/default.aspx

Thanks,
The Outlook2CRM Team

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
All content copyright © Outlook2CRM / Customer FX Corporation

Support for Exchange Public Folders Coming in Outlook2CRM v1.2

2007-10-18T17:09:00Z

I just wanted to pass along that full support for Exchange Public Folders in coming in the next build of Outlook2CRM v1.2. This has been a requested feature - especially for those with support departments where the support reps all work from public folders to deal with incomming support request e-mails. More details to come soon about the release schedule and other features and fixes in version 1.2.

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
All content copyright © Outlook2CRM / Customer FX Corporation

Announcing the Release of Outlook2CRM Version 1.1.3!

2007-08-21T17:29:00Z

A new version of Outlook2CRM has been released! This new version of Outlook2CRM brings some new features and many fixes & enhancements. You can view a complete list of the changes and fixes in the Outlook2CRM Version Log.

Change Log: Outlook2CRM Version 1.1.3

Let's take a look at some of the major points to this new release:

Fix for Outlook 2007 Users

In this new release there are many anticipated fixes. Outlook 2007 users who were previously experiencing occasional lockups when using Outlook2CRM will appreciate this new version which fixes this issue. On top of the fix for the occasional lockup issue, there are many performance enhancements which you'll notice gives you a much smoother experience when using Outlook2CRM!

Native Support for SalesLogix Contact Processes

This new version of Outlook2CRM brings support for attaching processes to matched contacts from your Outlook e-mail!

In addition to linking your Outlook2CRM buttons to Forms and Script plugins in SalesLogix, you can now also link them to Contact Processes. Outlook2CRM will still match the selected e-mail to a SalesLogix contact and can now also attach a process to the contact!

Matching on Recipient Address for Sent Items

With this new version of Outlook2CRM, when the selected e-mail is in your Sent Items folder, the Recipient will be used to matching to a SalesLogix contact, instead of the Sender (because that is you ).

Because the Sender and Recipient for Sent Items are swapped, this allows you to use Outlook2CRM with e-mail you've sent and correctly match with a contact. This new feature comes from the request of Outlook2CRM users and we're happy to oblige! Outlook2CRM buttons will have a new property that allows you to also turn this new feature off for a specific button if needed.

Download Information

Outlook2CRM users can grab the installation and bundle for the v1.1.3 release in the downloads section of the site!

Download Outlook2CRM v1.1.3

We hope you enjoy this new version of Outlook2CRM. As always, Outlook2CRM users can use the forums to provide feedback on this new release!

The Outlook2CRM Team

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
All content copyright © Outlook2CRM / Customer FX Corporation

Access to the Support Forums has Changed

2007-08-14T23:44:00Z

Access to the Outlook2CRM Support Forums has changed. These forums were previously viewable to the public. To post to the forums, a login was required. The forums are now only visible to logged in members.

You should have received a login if you purchased Outlook2CRM. Business Partners should also have received a login as well for access to the forums.

If you experience any difficulty or need asistance logging in, use the contact form for help.

Thanks,
The Outlook2CRM Team

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
All content copyright © Outlook2CRM / Customer FX Corporation

Outlook2CRM and SalesLogix 7.2

2007-05-08T16:19:00Z

Outlook2CRM has been qualified with the SalesLogix 7.2 LAN client, based on the current beta release. Outlook2CRM will continue to work, without the need for upgrade, as you move to the upcoming new 7.2 release of SalesLogix!

Outlook2CRM also supports Windows Vista (as does SalesLogix 7.2) and Office 2007 as well.

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
All content copyright © Outlook2CRM / Customer FX Corporation

New Outlook2CRM Extra Added - Attach to Contact Process

2007-04-27T22:12:00Z

A new Outlook2CRM Extra was added which provides the ability to attach a contact process to the matched contact in SalesLogix for the selected e-mail in Outlook.

The bundle includes a new custom button that will appear on the Outlook2CRM toolbar and a new Contact Process. The included contact process is intended to be a sample only that you can customize as needed for any specific scenario you might have.

Download the Contact Process Bundle

Enjoy!

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
All content copyright © Outlook2CRM / Customer FX Corporation

Outlook2CRM Has Gone Gold!

2007-04-23T17:38:00Z

Outlook2CRM for Sage SalesLogix has gone gold! After a rigorous beta cycle the release of Outlook2CRM has arrived. Pricing details has been added to the site. Watch a complete online flash demo on the product page.

Now is the time to start using Outlook2CRM and jump start your use of SalesLogix! Contact us for more information!

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
All content copyright © Outlook2CRM / Customer FX Corporation

Outlook2CRM Public Beta Begins

2007-02-26T23:38:00Z

Today marks the start of the Outlook2CRM for Sage SalesLogix public beta. Several participants have signed up for the beta program. This is a big step in getting Outlook2CRM closer to it's release date. For information about participating in the beta, see this post.

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
All content copyright © Outlook2CRM / Customer FX Corporation

Outlook2CRM Internal Beta begins!

2007-01-11T05:59:00Z

Outlook2CRM has now entered internal beta! Stay tuned here for new events and announcements regarding the progress of Outlook2CRM.

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
All content copyright © Outlook2CRM / Customer FX Corporation