TeamScope CRM 5.0 Revision History

v5.0.154: (12/15/2007)

· Added error handler to New Inspector code for change introduced in 5.0.148 that could be causing form errors to crash CRM

· Added new oCM.OutlookAppRoot(Key) to allow for CRM to pass a trusted Outlook.Application object to an external application… Synchronizer in this case.
Note that a Key value is required for security. You can obtain a key from TeamScope if you need this function.

v5.0.151: (12/06/2007)

· Fixed new bug introduced in 5.0.148 with the Company and Projects documents folder.

v5.0.148: (11/28/2007)

· Added status to both Company and Projects document file folder functions. Also fixed them so that only update once for any given Company or Project.

· Default Company and Contact forms now call oCM.Support.UpdateLinkeContacts function whenever the Company name or Contact names are changed

· Default Project & Opportunity forms now properly clear and set the Primary Contact/Company

· Moved some 2003 item inspector code over the to common inspector code that is shared with Outlook 2007
for instance the code that checks the message class of the form

· It has been determined some that if compiled for 2000 when using Word as Editor this can cause problems with the Word toolbar

For this reason this version for now only supports Outlook 2003 and 2007. We can make a Outlook 2000 build if necessary

· Changed “Send via CRM” button to only show when Send Check is “Manual”

· Setup now is digitally signed

v5.0.145: (11/12/2007)

· Fixed “Reply” vs “Forward” icon for associate item case

· Changed the regular Outlook “Send” button caption to “Send via CRM” for the case where the main toolbar was used to start a CRM item. This caption change is not available when Word is editor in 2003 or in 2007.

· Fixed Create Contact bug in 2003 where it was not actually doing the check for a unique name.

v5.0.141: (11/04/2007)

· Fixed “Send as CRM” with Word as Editor – also simplified convoluted code

· Fixed Project Manager bug where closing and opening again did not show linked projects

v5.0.140: (11/04/2007) - compiled for OL 2000

· Fixed Promote to Contact for OL 2003

· Fixed Promote to Contact for case where Lead did not have an E-mail address

· Set As Active in the item toolbar is now disabled on a Lead item

· Fixed the “Process” item toolbar for E-mail items

· New code to always delete the item toolbars once on startup – this is to clear prior toolbar version

· Config editor tab now only updates when it finishes loading all rows… works a little faster and looks better

· Fixed issue with MRU logic issue with associating and linking items with just a Company active.

v5.0.138: (11/01/2007)

· Updated CRM developer’s guide with info on new COM interfaces and how to deal with “type mismatch” errors.

· Fixed bug which was causing the CompanyLinkExclusionList option to not work.

· Fixed bug in new oCM.Support.UpdateLinkedContacts function where it was not updating the Company Name in the Contact

· When you open the Project Manager from the main toolbar it no longer changes the item context. It only does this now when you open it from an item.

· All new FaceID icons – simplified. Problem with missing, pink or incorrect icons should be gone

· Clipboard will no longer lose attachments when a CRM items is opened or processed.

v5.0.134: (10/19/2007)

· Added “New Project” controls to Contact form

· Removed “Do you want to save changes” code from Contact and Company forms as MS has changed Outlook and this no longer works

…But discovered interesting that as long as one value is selected in the Categories field the form remains clean and does not cause the dialog!

· Added simple check to Config Editor so that when it saves a change that the grid data rows are valid.
Not able to reproduce so this is based on Dittmar’s reports of missing config data.

· Fixed minor Config bug where changing the order of the options was not getting saved if that was the only change

· Added optional new Outlook Sync Issues check. If you have the value “SyncFailuresCheck=1” in the [Config] section in User App Data then every time the processing button is used it will check for any items in the “Sync Issues” folder. If you select “Cancel” the dialog will not report the issue again until next time you restart Outlook.

· Fixed case were Set As Active button was not getting enabled. This bug was introduced in 5.0.133

· Added new oCM.Support.UpdateLinkedContacts(oItem as Object, optional fUpdateHistorical as Boolean = False)
This function will update all associated Company, Contact and primary Project items Contacts Collections when a Company or Contact name has changed. You must call this in the forms Property Change event. The Update Historical option will also update all historical items such as Tasks, Appts, Journals, Emails etc. (this option has not been implemented yet) The function return a detailed status text.

· The Project Button is now enabled on a Project form

· The active Project no longer automatically switches when a Project form is opened. You must now press the “Set As Active” button to set the active Project.

· Changed the way the Contact Data works. Now it is only enabled if the current active Company or Contact is opened. In all other cases if you now want to use this you just press the “Set as Active” and that will enable this button… this is basically because the way the form is coded it only is valid with the active Company or Contact.

v5.0.133: (10/12/2007)

· Added oCM.Active.AddToHistory(oItem) to COM interface

· Word as Editor in OL2003 fixes. Fixed “Set As Active” vs “Process” item toolbar flicker issue

v5.0.130: (10/5/2007)

· Added optional “FillPrimary” (flag)=True to the oCM.Project.LinkItem function to allow for suppressing primary links from being automatically added to new project items

· Added optional error diagnostics to the oCM.Project.Rename so that if any part of the rename process fails that it can be reported

· Added the Projects folder itself to the items that will get renamed with the Rename function!

· Fixed Project rename issue. Case seen where filtered collection was changing during update. New routine collects EntryID list and then does the update.

· Update Project Manager now has better refresh capabilities.

· Blank Subject check now looks for BillingInformation>= 48 characters instead of just <>””

· New Users now automatically get Email3Address set to have “SMTP:” to their address

v5.0.129: (9/07/2007)

· Added optional Check flag to the oCM.Project.LoadList function so that by default it always rebuilds the list, Set to true and it checks he count before reloading the list.

· Internally when the oCM.Project.Rename function is called it in turn calls the oCM.Project.LoadList so that if the PM is open it will refresh.

· Send FYI function fixed. Issue was related to the HKEY_CURRENT_USER\Software\Microsoft\Office\12.0\Common\Security\DisableHyperlinkWarning registry key

· Additional fixed to Project Manager timer auto refresh… for case of Project changes

· Custom Forms in PST have been updated to support the new cleaned up COM interface.

v5.0.128: (9/04/2007)

· Added check for HistoryItemLimit value in the Proj Manager so that the list is not just set to 20.

· Fixed PM false bug that was reporting Item History errors

· Fixed PM odd case where Project field may not be a keywords (array) field – which was causing PM to go into a infinite loop

· Added simple oCM.Active.Workgroup object. It will return or set the active Workgroup. If Workgroups are not activated it will return chr(0) – null

· Fixed “Contact, Company, Lead” mail toolbar label when selecting an item from the name search list.

· Added smart 1 second background refresh timer to Project Manager dialog so that the PM can be left open or minimized and it will always reflect the current context.

v5.0.127: (8/16/2007)

· Fixed the Promote from Leads bug

· Added oCM.Control.ContactLabelButton to COM interface…. Related to fixing of the Promote feature

· Added call to the create Projects file folders if "AutoCreateDocumentFileFolder" when oCM.Active.Project is set

· Fixed a number of issues with the Project Manager and how it worked with the active project and context

v5.0.125: (8/9/2007) 2003 test compile

· Activities simple subject search added. Does not search Body… yet
Updated the Activities to use the full MAPI Tables in preparation for future needs.

Attachments icon is now shown in the Activities view

· SendCheck=’None’ now no longer shows the “Send via CRM” item toolbar. Set SendCheck to ‘Manual’? for this prior functionality.

· Update Links now just has one button called “Add Links” instead of individual add links button

· Fixed item toolbar issue with the Links button, FYI button and Project button confusing the item context
Because of prior 5.x toolbar code changes all the context would just stay with the last opened item!

· Updated the Sent Email intercept dialog. Removed the Projects checkbox to make the dialog easier to use with fewer mouse clicks

· Fixed new item creation issue where if you selected the base item type it would mess up the message class.
For instance instead of just making IPM.Task it would create IPM.Task.Task !

· More code cleanup… removed all the older UseActualPF folders misguided attempt to fix VISTA issues. Startup should be faster now.

· Minor code fixes to the Project Manager to properly enable things at the right time

v5.0.12x: (7/x/2007)

· Blocked notify@ringcentral.com from being processed - internal hack for us for now – need to add option for “BlockFromProcessingList” later for more general use.

· Moved the Status window up and to the left a bit.

· Moved the pop-up windows to the left. Also added a Set As Active button which allows one to easily switch to the account manager for processing.

· Fixed nasty startup issue where if the Config bootstrap fails the annoying 50 following pop failures no longer show.

· Added Scrubber hook to Name Search multi-return display dialog. Just select the “same” items and select it from the [Edit] menu – path to scrubber hardcoded for now. C:\Program Files\TeamScope\....

· Fixed Contact/Company data update dialog so that now when you change the Company name of the Contact it also adjusts the links collection in the Contact to reflect the new company name.

· Fixed a number of issues with the MRU list. Now only valid (resolved) names remain on the combo box control list. Partial matches and unresolved ones are now removed. This prevents issues with search inconsistencies and workgroup functionality.

· Fixed the FYI “Copy Link” so it works with 2007 and moved if from the menu to a button on the form. Also has feature that allows user to turn off 2007 security that prevents hyperlinks from working. (Complements of the new Linker)

· Added in the Project form a new Order button that gets displayed if “Order Form.exe” is present. This is for future order form possibilities.

· Added future replacement for Time & Billing form. If “Time and Billing.exe" is present then that application gets run instead of the current form. This is for future Quick Books interface application.

· Transparent icons in the toolbar – look much better

· For Outlook 2007 (>=12) now the colInsp_NewInspector event is completely bypassed. This should speed OL 2007 up as none of this huge amount of code is even needed. This also fixes the messed up clipboard for 2007

· Old incorrect COM interface calls are now compiled out…… finally two years late. Internal (friend) COM calls renamed.

· Totally redesigned “Annotate” feature. Now annotation is done directly in the item body. Essentially all items now have this feature available. Also presets the item to be editable.

· New feature that allows any individual Config (options) key to be overwritten regardless if the tab is centrally managed or not. Create a local config item called “User Config Override” and enter just the specific keys that you want to override. When you view these keys in the Options they will appear in bold text.

·

v5.0.120: (5/30/2007)

· Added feature to trap new CRM items that have a blank subject. If the subject is blank then CRM will prompt for a subject else it will remove the item. This was added to avoid the issue with CRM where user just open an item and then don’t realize that if they don’t delete it CRM will save a blank item.

· Added automatic refresh to the Project Manager when a Project gets added, deleted or changed

· Fixed dangerous issue when just sending or replying to an E-mail if the current folder is a “SendFromFolder” then it would get sent as that Public Folder.
Now only when you directly process an item or use the “Send via CRM” will the “SendFromFolder” get used.

v5.0.119: (5/23/2007)

· Fixed case when doing a name search and it was in the MRU list the option DisplayContactWhenFound was not being honored.

· Fixed IsInFolder speed issue when opening an Inspector when running off-line on some computer.

· Fixed OL 2007 Project item toolbar hook was not setting Project context

· Totally redesigned Project form and functionality – data has not changed in any way though

· Added Project Template hook into Project form. Button is visible if “Project Templates.exe” is in the app folder.

· The Project option “ProjectFormTypes” now controls all form types, both Project and other folders. If you leave it blank then it displays all forms.

v5.0.115: (4/30/2007)

· Fixed issue when doing a name search that when creating a new Contact CRM was not asking for the Company Name.

v5.0.114: (4/24/2007)

· Added two special contact search fixes for the case of STMP vs x500 confusion. Both cases require that the Email3Address of the Contact be formatted as: “SMTP:name@company.com”. These rare cases are related to companies with systems that don’t use Exchange in the “normal” way which cases different behavior in how Email recipients return addresses

1) Case where Contact Email value does not convert to internal x500. (if you edit it in Outlook 2007 for example!) the extra search actually does not use the x500 value

2) Case where for some reason the Contact does convert the SMTP to x500 but the Email request value returns the SMTP and not the x500 value. The “SMTP:” suppresses the x500 conversion in Email3Address.

3) This should also work for the case of associating the current user at startup

· Fixed recent “Shift-Click” change (below) that caused the ContactLabel option to not work. (IOP.ContactLabelButtonX and IOP.Control.ContactComboBox)

· Fixed issue in Outlook 2007 with the item toolbar not showing at times

v5.0.110:

· Changed the “Contact:” toolbar label into a button:

· Click = re-set the current Active Contact as Active again (to clear any toolbar state)

· Shift-Click = remove the current Active Contact from the Contacts Cache

· Fixed the issue in E-mail History items where the “From” field was sometimes blank

· Removed the “Additional Config” item and functionality that was added in build 5.0.18 (the related “User App Data” override is still in place)

· If an email is processed, a match by name is found, but all 3 email address slots are filled, leave the found contact as the Active Contact instead of clearing the Active Contact

· Fixed the margins of the new View Activities HTML preview pane

· Fixed unmanaged error that occurred if trying to create an FYI for an unsaved item, and the item could not be saved due to restrictions imposed within its script code

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v5.0.108: (3/26/07)

· Changed View Activities preview pane so it uses the built-in WebBrowser control; this prevents any freezing from the AllText control and also provides better rendering of the HTML message bodies

· Added some DoEvents to the JournalMail procedure which seems to fix the blank "From" problem in Email History

· Added some additional error handling in the Ribbon processing code

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v5.0.106: (3/21/07)

· Changed item-toolbar code to eliminate duplicate toolbars and reduce blank or incorrect button icons

· Changed main CRM toolbar code to reduce blank or incorrect button icons

· Changed hotkey for re-processing an e-mail from Ctrl-Process to Shift-Process

· Added a Ctrl-Process hotkey: opens the Contact or Company, if one is found and set, after processing completes

· Added a Shift-Templates hotkey: if the e-mail address of the current item does not match one of the Active Contact's e-mail addresses, perform a Process on the current item

· Added code to try and prevent the bug where CRM occasionally ends up in the wrong state following a Promote operation

· Changed code so CRM will check for a matching Company on new Contact creation before it prompts for a Company name

· Added an empty "Additional Config.INI" file so CRM will not complain about not finding it

· Restored the ACT Converter to the installer

· Includes updated Help files

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v5.0.100: (2/26/07)

· Fixed error in Ribbon function

· Changed some Synchronizer default settings

· Includes revised Company and Contact custom forms:

· Linked Items tab: restore Contacts to dropdown since we discovered that "Billing Information", with a space, works in the OVC Restriction method

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v5.0.25: