Outlook2CRM Version Log

Outlook2CRM Version 1.3.94 (1.3.96)

Ryan Farley — Mon, 08 Mar 2010 22:46:00 GMT

New Features & Fixes

Full support for running on a 64-bit system. Outlook2CRM itself does not run as 64-bit due to the use of the SalesLogix Provider, however, it will install properly on 64-bit systems and now work as intended as a 32-bit application.
Fixes for button images becoming misaligned in some situations.
Fix for setting a button to Active=False. Now works as intended.
Core libraries updated with many enhancements and fixes with smoother integration in Outlook application.

Fixes

Fixes for newer versions of SalesLogix (and still supporting older versions)
Fixes for attachment handling
Bug fixes based on customer reports
Attachments to ticket now also properly record under contact as well

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
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Outlook2CRM Version 1.3.8

Ryan Farley — Thu, 16 Oct 2008 23:36:00 GMT

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.

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
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Outlook2CRM Version 1.2.2

Ryan Farley — Tue, 29 Jan 2008 23:08:00 GMT

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)

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
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Outlook2CRM Version 1.1.3 Bundle Revision 1

Ryan Farley — Fri, 21 Sep 2007 00:35:00 GMT

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)

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

Outlook2CRM Version 1.1.3

Ryan Farley — Tue, 21 Aug 2007 00:15:00 GMT

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.

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
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Client Version 1.0.0

Ryan Farley — Mon, 23 Apr 2007 04:35:00 GMT

Removed debug code for public release
Fixed issue with dates displaying for non-expiring license (cosmetic issue)

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

Bundle Version 1.0.0

Ryan Farley — Mon, 23 Apr 2007 04:33:00 GMT

Removed debug code for public release

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
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Bundle Version 0.9 Beta

Ryan Farley — Wed, 07 Mar 2007 20:24:00 GMT

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.

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
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Client Version 0.9.4 Beta

Ryan Farley — Wed, 28 Feb 2007 05:57:00 GMT

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

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

Bundle Version 0.8 Beta

Ryan Farley — Wed, 28 Feb 2007 05:56:00 GMT

Fixed all issues related to non-US settings

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
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Client Version 0.9.3 Beta

Ryan Farley — Sat, 24 Feb 2007 06:46:00 GMT

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)

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

Bundle Version 0.7 Beta

Ryan Farley — Sat, 24 Feb 2007 06:07:00 GMT

Fixed issue where attachments were added to non-existent lead if Insert New Lead dialog was cancelled.

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

Bundle Version 0.6 Internal Beta

Ryan Farley — Fri, 09 Feb 2007 01:20:00 GMT

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

Outlook2CRM - Easy, Complete, Customizable Outlook Integration for SalesLogix!
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Client Version 0.9.2 Internal Beta

Ryan Farley — Wed, 07 Feb 2007 01:19:00 GMT

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.

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

Bundle Version 0.3 Internal Beta

Ryan Farley — Thu, 01 Feb 2007 01:15:00 GMT

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

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