Posted on Thursday, October 16, 2008 5:36 PM
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.