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New Features - Support for flagging e-mail as "filed" in Outlook when an Outlook2CRM button is used on it. For example, creating a ticket from an e-mail will add the category of "Filed: Ticket" to the e-mail in Outlook. This is customizable on a per-button basis in the Toolbar Editor, including the text value used to flag the e-mail with.
- Support for flagging an e-mail as "complete" in Outlook when an Outlook2CRM button is used on it. For example, creating a ticket from an e-mail will mark the "completed" flag on the e-mail in Outlook. This is customizable on a per-button basis in the Toolbar Editor.
- New dialog when adding attachments from an e-mail to a contact in SalesLogix to allow for specific attachments to be included only, instead of all attachments (this is not yet used for ticket attachments)
Fixes - Fixed an issue that would cause Excel or Word to crash when File | Send as E-mail was used on machines with Outlook2CRM installed (introduced in v1.2).
- Fixed issue caused by some non-alpha characters in e-mail subjects.
- Fixed attachment linking on contacts, tickets, & opportunities so they now properly roll up to the account as well.
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- 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 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)
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- Fixed issue where the Outlook2CRM API Addin_FromName would be used when creating a new ticket instead of the Addin_ContactName (this would cause the e-mail sender's name to show instead of the matched contact. This was only apparent when selecting a different contact than the one that was automatically matched initially)
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New Features & Enhancements
- Native support for SalesLogix Contact Processes (Addin buttons can now directly attach a process to the matched contact!)
- Swap e-mail addresses for Sent Items so "To" address is used for matching instead of "From" address plus new addin button property "SwapSentItemAddresses" to turn this feature on/off
- Performance enhancements with monitoring SalesLogix state from Outlook
- New API properties & methods:
- Addin_IsSentItem - identifies if the selected e-mail is in the Outlook "Sent Items" folder
- Addin_EmailFolder - provides the name of the folder the selected e-mail is in
- Addin_ToName - provides the name of the recipient of the e-mail
- Addin_InvokeAddContactAccount - launches the standard SLX "Insert New Contact/Account" screen with all values from the selected e-mail property filled
- All e-mail addresses (for both To and From) are now properly resolved for both SMTP addresses as well as Exchange addresses
Fixed Issues
- Fixed sporadic lockup issues with Outlook 2007. Outlook 2007 users should no longer experience any lockups or slow performance
- Fixed occasional issue with multiple instances of SalesLogix starting when logging in
- Fixed plugin launching so objects exposed to SalesLogix are properly disposed when complete
- Fixed issue with bundled addin buttons not correctly saving changed properties
- Fixed upgrade code in installer so client install properly upgrades an existing installed version without the need to uninstall first.
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- Removed debug code for public release
- Fixed issue with dates displaying for non-expiring license (cosmetic issue)
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- Removed debug code for public release
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- Fixed issue that caused dialogs to, on occasion, open behind the Insert New Ticket form when creating tickets from Outlook2CRM
- Fixed various issues in the contact match process.
- Fixed issue that would cause the ticket actvity to not be saved in some cases when using Outlook2CRM with SLX v7.
- Changed some default properties on the Outlook2CRM buttons for more seamless contact matching.
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- Fixed all issues related to non-US settings
- All license dates are now properly localized to local PC's regional settings
- Fixed issue with License Manager not launching correctly on non-US PCs
- Fixed other application license issues
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- Fixed all issues related to non-US settings
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- Fixed issue where NFR license was not recignized as an equivalent to the developer license
- Updated license manager components to support expiring license schemes
- Fixed issue with the installer
- Added support for expiring NFR licenses (to use in beta)
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- Fixed issue where attachments were added to non-existent lead if Insert New Lead dialog was cancelled.
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- Added support for Leads (including attachments)
- Changed code for updating existing tickets for SLX v7. The ticket activity is now properly saved on v7 systems.
- Fixed runtime error from Client API script
- Misc UI enhancements for v7 systems on Win XP with themes enabled
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- Change in license terminology (no longer Standard & Professional versions). Now only standard user licenses and a developer license. This change means that any existing "professional" licenses in test systems will need to be recreated.
- New licensing scheme to include time-bombed licenses (a license can now optionally have an expiration date)
- Enhanced "About" screen. The screen now shows the number of licenses in the system, as well as indicates the presence of developer & NFR licenses. Also indicates expiration date of license if applicable.
- The developer license now counts as a user license for the admin user. If the system has a dev license the administrator is considered "licensed" for using the toolbar.
- Several changes to the license manager to include support for expiring licenses & misc enhancements.
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- Includes the ability to update ticket (adds an activity on the ticket and can optionally attach email files)
- Fixed issue creating tickets for non-matched contacts from e-mail
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- New contact match dialog
(See http://www.outlook2crm.com/blogs/developmentblog/archive/2007/01/20/the-new-contact-match-dialog.aspx)
- Fixed issue when mutiple matches are found
- Attachments now included on tickets
- All new internal dialogs for selecting activity type, including attachments, etc - all using new standard look for all Outlook2CRM dialogs
- Changes to addin button object. Removed obsolete properties (ShowAutoAttach, ShowAutoAttachText, etc), changed various properties for more self-explanitory property names
- Multiple changes to allow for changes to out of the box buttons, for things like updating tickets as well as creating new ones
- Multiple new fixes
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