TeamScope CRM 5.1 Revision History
v5.1.27 1/31/2012
-
Adjusted logic with View Activities displaying Email History on Outlook 2007 in
Terminal Server environment to again show Categories on Ex2010
v5.1.26 1/5/2012
-
Adjusted logic with View Activities displaying Email History on Outlook 2003 to
always show the new column format for Ex2010.
v5.1.25 1/5/2012
- Adjusted View Activities filtering
for Email History for ol2003 to now work like the recent updates for
ol2007/2010. We had one report of
Email History not showing up on ol2003 but it still looks to be configuration
dependent (not all users miss Email History with the previous versions)
v5.1.24 1/5/2012
-
Added additional informational MsgBox displays in the
create Documents folder routine to assist with resolving the occasional
"By Contact" folder path being blank.
-
Changed View Activities to the new format for Email History to also be active
for ol2007 and Ex2010. See also note on 12/12/2011 update.
-
When in the TSCRM contact creation process the dialog to select or enter a
company name has the select button renamed from "..." to "Select
Company" to improve clarity of what the user is to do.
-
Added the CRM Pro selector window to the "Select Company" button
above.
-
Eliminated a loop at Outlook startup during the process of loading the toolbar droplists
-
Added function to remove trailing spaces from the SendCheck
option when it is read in.
v5.1.23 12/28/2011
-
Added Custom Form Lists option to
display information on the Documents folder path when an error occurs
attempting to display the folder.
v5.1.22 12/17/2011
-
Updated TeamScopeSupport.DLL to
latest release (5.2.2482).
v5.1.21 12/14/2011
- Corrected issue
for Journals and Tasks and Appointments and Contacts when create in Favorites
the new item would display, disapear and the not
redisplay as it should.
- Journals created
from the TSCRM toolbar now get the Entry Type field on the new Journal set to
the value that is in the "Actions" droplist
on the TSCRM toolbar. This Entry
Type was only being set with Emails were being recorded as Journal items so it
now has the same behavior when just creating a new Journal.
V5.1.20 12/12/2011
- Corrected
the View Activities function for displaying Email History when the user is
running Outlook 2010 with Exchange 2010.
With this combination of versions Email History either did not show or
showed as blank lines in the View Activities grid. The Categories and Companies fields were
removed from the View Activities grid.
v5.1.19 11/20/2011
- Adjusted Name
search box on Outlook 2010 that is displayed when processing an email where the
email address is not found in the CRM contacts and the display name on the
selected email is used to search CRM Contacts by name. This name prompt was sometimes blank on
Outlook 201o. If the display name
is not available on the email the name search box will still be blank.
- Name search has
now been added to the Search Personal Contacts option. Previously the personal contacts were
searched by email address and now the personal contacts will also be searched
by name when a name is entered in the TSCRM search box.
- Changed the TSCRM
installation wizard to no longer install the subfolders under the
Projects/Opportunities folder and Tasks folder. These were potential workflow
integration folders that have not been used and caused confusion for prospects
and new users.
v5.1.18 10/27/2011
- Fixed Outlook
2007 (and likely 2010) crashing when promoting a Lead
- Adjusted Config Manager tab update process
to validate the current user is a CRM Admin or not if if
yes then to set the internal Admin flag so that the tab can be properly
updated. When the options manager
is left open while using CRM it appears that sometimes the Admin flag is
reverted to false.
- Added a label to
the droplist on the TSCRM main toolbar to make it
easier for users to locate it.
Label is "Options".
v5.1.17 9/27/2011
-
Added control for formatting of the Change
History function by adding parameters to the "Process" function to
control the HeaderPrefix, HeaderSufix,
FieldLabel, AtLabel, ToLabel and FromLabel (including
line breaks and what you want to call each of these elements, defaults for
these parameters will produce roughly the same result as the previous version.)
-
v5.1.16 9/22/2011
-
Corrected integration with CRM Pro when recording email with TSCRM SendCheck=Verify where the Project link was not being
recorded
-
Eliminated the error prompt to disable the Document Folder functionality when
CRM Options settings have turned off the Document Folder options. Since the
option is off the user should never be warned.
v5.1.15 9/5/2011
-
Added 2 API routines to support Outlook 2010 ribbon buttons to display the
TSCRM About box (AboutBoxShow) and License box(LicenseBoxShow)
-
Modified NewInspector routine to set item object to
nothing to help eliminate "Do you want to save changes" messages when
closing Outlook.
-
Silenced the ItemHistory update errors so that when
Outlook is closing the user does not sometimes get those bogus messages.
v5.1.14 7/27/2011
-
Added error detection when TeamScopeCRMCustomForms.pst
does not have "Full control" rights and can not be attached to
Outlook. This is very disruptive to
the wizard processing.
The user is now given step-by-step
instructions on how to set the rights and then when they click 'OK' to the
message the wizard will attempt to attach the pst
again.
v5.1.12 7/26/2011
-
Corrected View Activities when displayed from a CRM Company record to no longer
use the Active Contact but the company it was launched from
Also removed the defaulting in View
Activities to no longer default the Contact to AC and Company to ACo when passed in as Nothing. This was causing the issue above.
Now only defaulting Contact and Company
are Nothing and Project is passed in to be the Contact
and Company of the Project
-
Improved the View Activities selector for Company, Contacts, Projects to load
project from the linked Company if/when the Contact does not have any linked
Projects/Opportunities v5.1.11 6/28/11
-
Removed the HTML format check when reading TSCRM License items
v5.1.10 6/17/2011
-
Change Config Manager to now strip Carrage Returns and line feeds from input values,occurs when a user does a
Paste and the clipboard contains a CR, from both the main Config
Manager grid and also the droplist grid (typically
used to edit mulitple entries for one option)
-
Removed the resize and move when the Config Manager
"Unlock Options" button is clicked.
-
Removed the HTML format check when reading TSCRM License items
v5.1.9 6/15/2011
-
Made additional adjustments to attempt to stop the "<Conflict>"
message dislayed in the TSCRM search bar.
-
Corrected the "Promote Lead" function that failed when the Lead was
also the Active Contact (typically on Outlook 2007+)
v5.1.8 6/12/2011
-
Moved the registry entries for
"Public Folders", "All Public Folders" and
"Favorites" from "HKCU\Software\TeamScope\TeamScope CRM" to
"HKCU\Software\TeamScope\Common" so that all TeamScope applications
can use the same registry application independent location and so that the
supporting code can be application independent
v5.1.7 (2/1/11)
- Added check for Project documents
folder not being available and now prompting user to turn Document folder
function off (because they are likely offline)
- Added calls back to CRM Pro To support ol2010 Explorer Home ribbon Group development (so
we know when "Active" item changes)
- Fixed View Activities bogus error
message on "Task DueDate field..." and then
displaying a blank View Activities window
- Added check for bodyformat of LO License to make sure it is not in HTML
format. This can happen on Outlook 2007/10 if the user opens the item and edits
it.
- Added code to Avoid
writing a blank "ConfigBootStrap + Comments to
document Active Project stuff
- Updated Outlook Folder path
navigation to improve finding the real folder when a folder of the same name is
in Favorites but the path is not really the same.
- Improved the function to read the
current user so it now uses the appropriate method for unique environments
(like Kerio Exchange alternative)
Added
code to trap clearing of Config Manager tab data (very disruptive bug), now warns user for one of
the cases and does not perform the config update for
the affected tab
Adjusted
code to detect LO License item in HTML format so message is displayed to user,
was only to Admins but Admin flag was not set yet in
the load sequence.
Added
CommonINI module to support GetINIKey
call so TSCRM no longer needs it own copy of GetINIKey
(this change allows TSCRM and other utilities to continue using the same
"Common" files)
v5.1.6 (12/31/10)
- Updated copyright notification to
2011
- Added to support exit when Advanced/CompanyLinkExclusionList=<all>, so that users aren't
prompted to link a company based on domain if they don't prefer to.
- Added to error messages so we get
more information on what is wrong.
- Fixed an erroneous error message
for when searching via search box.
Some customers were getting the Conflict message for each contact that
matched the search string. This has
to be an error returned with the search result, but not the conflict
error. We found that once an
exchange server was upgraded, this went away so it must be an issue with some
exchange servers.
- Fixed the saving of the .Reg file so that it never stores the path in registry with
"Favorites", switch to "All Public Folders".
- Modified the Status box code to make
sure the Stat Label is actually refreshed so the text is displayed (trying to
trap the silent shut down when something is not correct in the local config folder).
v5.1.5 (8/27/2010)
-
Attempted to keep the cboItem droplist from loading
during the initial display of the View Activities form, this helps allow the
form to open quickly.
v5.1.4 (8/26/2010)
-
Adjusted the new code in the
Activities form for when being displayed for an Opp
or Proj to automatically fill the first drop-down
with the Proj/Opp name so that you can change the
filter and display different items without a problem.
v5.1.3
(8/21/2010)
-
Added the ability to View Activities
from Project forms.
v5.1.2a (8/26/2010)
-
Fixed a registry setting that
enables public folder scripting in Outlook 2010 in the installer for Teamscope CRM.
The registry key was being entered in the wrong location of the
registry.
v5.1.2 (8/20/2010)
-
Modified the licensing logic to
allow for the creation of a temporary 30 day trial license for a user who will
install v5.1 and higher and they don't have the proper Limited Organization
license. Now they are able to test
the product, and have 30 days to renew software maintenance and install the
correct license. Alternatively,
they can uninstall the new version, and reinstall their previous version of
CRM. When the 30 day trial ends,
they are notified and CRM will not load.
v5.1.1 (8/16/2010)
- Formatted the Last Sync Date/Time
in the User App Data Sync to store the time as Military time. This is to ensure that when a system is
set to Military time in the operating system, the time conversion will always
be interpreted correctly.
v5.1.0 (8/4/2010)
- OutAddIn.InitHandler
was updated to allow for the 5.1 version of our software to work with schema
version 0500
- OutAddIn.cls/initHandler:
"Was not able to locate common configuration public folder" Simplifing of MsgBox to make sure
it displays. Not getting this msgbox makes it very
tough to diagnose what the issue is because CRM dll
is registered but doesn't start up and there were no error messages which made
you think the User.Private = true so you began to
troubleshoot in the wrong area.
- To support ol2010: Improvement to CommonOutlook.bas to properly get the same root folder for
the "default" mailbox and still be user independent (one path still
work for all users (keep centrally controlled)
- Fixed an error in the installer
when installing for Outlook 2010.
The error claimed that the user did not have permission to make a change
to the registry. For all cases, the
error was a false-positive. We
removed the addition of the ForceFormReload registry
key to the HKLM section only for Ooutlook 2010. This solved the error and the installer
has been successful.
v5.0.170 (7/15/2010)
- Added logic to the funGetPFFolderName(), funGetAllPFFolderName(),
funGetFavFolderName() that writes to the
HKCU\Software\TeamScope\TeamScope CRM registry key 3 entries to save paths to
public folders so that users can run TeamScope CRM in offline mode while
running in Exchange Cached mode in Outlook 2010.
v5.0.169a (5/03/2010)
-
Fixed the installation to include
the ForceFormReload registry key because previous
versions did not get this update.
v5.0.169 (2/20/2010)
- Suppressed a message in case the
user does not have this entry in the Custom Form Lists.
- Added registry key to enable
public folder scripting if installation is for Outlook 2010. This is disabled
in Outlook 2010 by default.
- Disabled installation on Outlook
2010 systems for general release build, but posted Outlook 2010 compatible
build in beta test download area
v5.0.168 (2/5/2010)
- Added a method to
hide the TSCRM ribbon group on selected Inspectors
- This would likely
only be useful if/when the Extensions ribbons have the complete set of desired
functions supported.
- Update to user
message box displayed when the Projects folder forms are not published, or the
'Project Form Types' value under 'Projects' tab in CRM options has not been
updated with the correct form names.
- Update to the Teamscope CRM Installation that checks for or performs the
following:
- Makes sure the
computer is not running Office 2010 64-bit because Teamscope
is not compatible with 64-bit at this time. Installation will exit.
- Added all known
possible "Conflict Resolution for Custom Item Types" registry entries
for the Teamscope CRM and Extensions forms. This tells Outlook the proper item type
of the specified message class so that when in cache mode, Outlook has a better
chance resolving a conflict that has to do with an item of this type. This has
helped a great deal with many of the existing Exchange 2003 server which are notorious for synchronization issues.
http://msdn.microsoft.com/en-us/library/bb821131.aspx
- Added the ForceFormReload registry key. When Outlook encounters an error when
opening an item that is based on a custom form, Outlook automatically clears
the cache for this specific form. Then, Outlook tries to open the item again.
While this method does not correct the cause of the forms cache problem, this
method does make the problem transparent to people who use custom forms. This has helped greatly in many
instances where for no apparent reason many computers have issues with
corrupting it's own forms cache.
v5.0.167 (2/2/2010)
- Made a small
change to the installer paths for Knockout, moved the Knockout files to the
Utilities root, and removed the Knockout subdirectory.
- Fixed a bug for
when an email was sent normally, without the Send Via
CRM button and manual sendcheck mode is also set. If
the user sent this email on behalf of somebody else, CRM should not blank out
the Item.SentOnBehalfOfName name.
v5.0.166 (11/27/2009)
- Modified the Wise
installer to write the path into a new setupEXELocation.ini file from which the
TeamscopeCRM5Setup.exe is being run to support the automatic creation and
placement of the Teamscope CRM Common Config.reg file.
This will make it easier for administrators to install on the additional
computers for multiuser mode.
- Added logic to
loading of CRM and the Teamscope CRM Wizard to determine
language specific names for Public Folders, All Public Folders, and Favorites
to support non-english Outlook versions and Outlook
2010.
- Implemented the
Configuration Manager Functionality into the startup portion of the DLL so that
every new installation is automatically setup in multi-user mode, which works
with Public FOlders and local PSTs.
Steps:
-
Copy local config items into central config folder
-
Set all config items and processing modes to
centrally managed
-
Create reg file and item in central config with attachment and also place it in the folder
where the TeamscopeCRM5Setup.exe was launched from.
-
Automatically insert configbootstrap reg entry into users registry.
-
Autoset the regadmin
password to "admin" on first workstation install.
-
Message saying that we've inserted a reg file into
the location or folder where the setup is. You must use these files together
for subsequent installs on other workstations.
- Add API calls for Inspector
Toolbar/Ribbon button events. (All functions have Ribbon_ prefix.)
- Slight change to store the path
for Public Folders without the email address which Outlook 2010 adds to the
path.
- Added following defaults to the
Custom Form Lists configuration item.
[General
Options]
Limit
Search Results Max=75
CreateLogFile=No
Prompt
For Item Subjects When Blank=No
- Changed the following defaults for
the User Config Configuration item.
[Advanced]
ContactCacheSize=15
[Synchronizer]
AppointmentsFilter=[Start] >=
'One month ago' and ([Organizer] = <CurrentUser>
OR [RequiredAttendees] = <CurrentUser>
OR [OptionalAttendees] = <CurrentUser>
OR [Resources] = <CurrentUser>)
ActivitiesFilter=[Start] > 'Six
months ago' and [Contact]=<*CurrentUser>
[Search]
DisplayContactWhenFound=0
v5.0.164 (11/19/2009)
- Enhanced the
installation of Teamscope for when Outlook is open
during the installation. After
telling the user to close Outlook, we check again and if it is still running,
we ask the user if we can close Oultook for
them. If they say no, we will
inform them that the installation will close and they can try again later.
v5.0.164 (10/25/2009)
- In frmReplyList, event vsgStuff_Clickwe
added an if statement to detect Outlook version >= 12 to not allow for unchecking and undoing template entries because the sendkey commands are not allowed in Word 2007 due to
increased security restrictions.
V5.0.163a (12/07/2009)
-
New release of the synchronization
component (see below for details).
Other components were not changed.
v5.0.163
(8/14/2009)
- In CommonRedemption Module - funGetMapiTable Function, Commented out a MsgBox line with following text " MsgBox
"Items sort '" + tSort + "'
failed", vbCritical, "GetMapiTable" "
We have never
seen this msgbox being helpful for troubleshooting.
First time we saw it was when running CRM in Swedish. We are suppressing the msgbox in order to provide a
errorless experience for Swedish customers.
v5.0.162
(7/30/2009)
-
Commented-out the check for Outlook
2007 running when the options to display Contact and/or Company on creation or
when found is turned on.
-
Outlook 2007 with SP2 improved the
handling of Cache mode and we have not seen any problems with the customers
that we display the Company/Contact in Outlook 2007 with cache mode.
v5.0.161
(5/9/2009)
- Added integration to CRM and Ext to run the TSCRM Item
Create process and return the object of the new Contact to the Extensions
process that needed it.
This is so that
from the user perspective the original Extensions process can complete
naturally with the TSCRM contact creation process accomplished seamlessly in
the middle.
- Fixed the bogus second display of the contact after a
search and when the user clicks off of the toolbar.
v5.0.160
(4/1/2009)
-
Changed the way that blank subjects
are searched for.
-
Checking Billing Information: This
test unfortunately is true for Non-CRM items that also have BillingInformation
data and is very disruptive to other systems functionality
Instead: check
for blank subjects on CRM folder items
- Provided option to bypass "item has a blank
subject." prompt (it is so disruptive, better to just let the admin clear
out the few blank items that build up)
Option: GetConfigKey("General
Options", "Prompt For Item Subjects When Blank", "Custom
Form Lists")
- Removed logging logic from OutAddin.cls
that attempted to log the elusive Contact Search loop. Concluded that the
occasional looping is internal to Outlook.
Note that if
Outlook goes into a loop while searching for a Contact when using the Contact
Search control, minimizing and restoring Outlook stops the looping.
v5.0.159
(3/30/2009)
- Added a global variable to report when TeamSCope
CRM start up is completed and then this variable is used to avoid calling code
to read the contact search box before the toolbar controls are initialized.
V5.0.158
(3/14/2009)
- Modified the Options form Unlock Options button, Options
Help, and Keywords Help buttons to be more descriptive.
- Added code to the Wizard to create the Contact Dashboard
folder, and point the path to the new dashboard.
- New Contact Dashboard that looks like the Company
dashboard, but only shows the Contacts information.
- Modified the Contact form View Dashboard button to open
the new Contact Dashboard.
v5.0.157
(2/23/2009)
- OutAddIn.cls - Added additional
Logic to the cbnJournalMail_Click Event to capture
the copied Email Object from the Move method so as to avoid having to find the
newly created Email History item.
-
Eliminates the creation of multiple saved searches in Exchange which can slow
down performance over time.
v5.0.156
(2/18/2009)
-
Added KnockOut
install files to Utilities folder for easier supportability. Knockout is not installed by the Wise
installer.
-
Created Batch file to clear out the
Outlook Forms Cache. Easier steps
than using the Outlook Cache Fixer.
We find ourselves walking customers through this over the phone a lot.
-
Under Start Menu Admin Tools\Forms
Cache Fixer (Points to bat file located in utilities folder)
-
Shuts Outlook Down, clears the Forms
folder, and tells user they can open Outlook again.
- OutAddIn Class Module - cbcContact_Change
Sub
Attemping to fix the CPU loop when search text not found
and user clicks back in box to correct/change the text and search again
This
may also fix the issue of CRM displaying the contact record when the user
clicks away from the search box
Made
small changes here to try to trap/eliminate the second display
Put
in variables to compare what was in memory already versus what is typed in the
contact search bar to not trigger new searching.
-
frmConfig form
-
UpdateIniPage Function
-
Form_Unload Event Sub
Added checks to see whether CRM Extensions is running to prevent
continuous refreshing of central config settings.
Added
a public function called Public Function SetExtCRMToolsObject
to support these checks.
-
Tracked the cSpace.Constants
error on Activity Dashboard in Outlook 2007. This was due to the Class ID being
changed from Outlook 2002 to 2003, but the Wise installer was copying the old Activity
dashboard.
-
Changed the Wise installer for
Activity dashboard to always install the same Activity Dashboard.html in 2003
and 2007.
-
&_OLCM.vbp
- Commented ITE where changes have been made. Need to add more here.
-
&_OLCM.vbp:
Added Public Functions to the bottom of the CSupport
Class Module Public Function HrArrayToString and HrGMTToLocal. These functions simply expose the MapiUtils functions of the same name via the oCM.Support class.
-
Modified the Project and Contact
dashboards to use the oCM.Support.HrArrayToString and
HrGMTToLocal instead of instantiating redemption from
within the HTML script code.
-
- Added Function funProjectViewField
To support direct update of Extensions "Project Link IDs" with
new/changed "Item ID" GUID
-
- Added Function Project_LoadList_Update
-
The
purpose of this routine is to surgically update the uProjectList
when items in the Projects folder
-
are
Added or Changed so that the entire list does not have to be loaded each time
-
Loading
the entire list each time is brutal on all users when a utility does updates in
the Projects folder
-
and
disruptive to all users when any one user adds or updates a Project/Opportunity
v5.0.154b:
(9/25/2008)
v5.0.154a:
(9/18/2008)
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
·
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
============================================
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
============================================
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
============================================
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
============================================
v5.0.25: (2/26/07)
·
Fixed bug where "Send via
CRM" did not work if another item was opened while the mail message to be
sent via CRM was open
·
Includes revised Company and Contact
custom forms:
·
Linked Items tab: if Outlook 2007,
include Company but not Contacts, since there is an OVC bug such that BillingInformation doesn't work
·
Fixed bug in Linked Items tab logic
in setting the Restriction
·
Fixed bug in restoring views when
the item is closed
============================================
v5.0.24.1: (2/22/07)
·
Includes Synchronizer v5.0.21
·
Includes revised custom forms:
·
Changed the ShowList
calls in Contact, Company, Project, Oppty forms so as
not to dirty the forms. Fixed
control sizing issue in Oppty and Project forms for
Outlook 2007.
·
Includes Data Maintenance v5.0.4
============================================
v5.0.24: (2/19/07)
·
Implemented Ribbon functionality for
Outlook 2007 (i.e. a "TeamScope CRM" Ribbon group)
·
Changed default behavior for Outlook
2007 Connected to create new items in Favorites instead of actual PF; do not
display the new item in this case due to the Outlook "can't save
twice" issue
·
Added a Save command during the
building of an FYI item to catch the case where the Body is not being picked up
in rare cases
·
Fixed typo in API call: "ReplyTemplatesButton" instead of "ReplyTempatesButton"
·
Don't display "Open Linked
Item" button if the current item is new and has not been saved yet
(because the link data is not the proper GUID yet)
·
Fixed bug where "Send via
CRM" did not work if another non-mail item was opened while the mail
message to be sent via CRM was open
============================================
v5.0.23: (2/13/07)
·
Changed detection logic for displaying
the "Send via CRM" button
·
Creating a new Contact from an
e-mail: changed so that if the Contact was created in the actual PF, it
searches the actual PF for the subsequent search
·
Fixed bug in Promote to Contact
function
============================================
v5.0.22: (2/12/07)
·
Moved item toolbar creation back to NewInspector event; delete and recreate item toolbars on
each item
·
Changed some logic in the item
toolbar creation to deal with cases that might have ben
causing some of the display inconsistencies
·
Rearranged icon creation on the item
toolbars which seems to solve the case where the icon is missing on the button
============================================
v5.0.21: (2/9/07)
·
Change to Inspector code to deal
with situation where toolbar is not fully instantiated yet
·
Change to "Promote to
Contact" code to try to get it working again
============================================
v5.0.19: (2/4/07) [Outlook 2003 compile]
·
Changes to Inspector management code
so that the Active Inspector is always correct
·
Now installs TeamScope CRM
Synchronizer (this build includes Synchronizer 5.0.15)
============================================
v5.0.18: (1/30/07)
·
"Final" SP1 response to
Outlook 2007 Favorites "can't save" bug:
·
If online in 2007, write to actual PF's instead of Favorites
·
For non-Contact/Company creation,
open, close, then re-open new items when in 2007 offline and thus creating in
Favorites
·
Added two overrides, one in a new
"Additional Config" central config item, an identical one in User App Data for
individual overrides: [Advanced] CreateNewItemsIn=Favorites
| PublicFolders
·
Pressing Ctrl-Process key
combination will erase a Contacts Cache entry, if one exists, for the contact
matching the processed item, and will force a full re-process of that item
·
"Create New Company"
button now available on all Contacts that do not have a linked Company -- no
longer need to set the Contact as the Active Contact first
============================================
v5.0.17: (1/29/07)
·
Additional changes to hopefully
address the Outlook 2007 offline Favorites issue
·
Fixed bug where Contacts Cache was
not being updated when a new Contact was created via typing the name into the
toolbar's Contact field
·
Fixed bug in Contacts Cache where a
cache entry was being erroneously overwritten by another new cache entry
·
Fixed bug causing a new Contact not
to be displayed when it should have been, when creating a Contact by typing the
name into the toolbar's Contact field
·
When creating a new Contact and
prompting for an e-mail address, if the Company already exists and has a value
in its Domain field, use that instead of the Company name in proposing an
address
·
Added some entries to the CompanyLinkExclusionList
============================================
v5.0.15: (1/25/07)
·
Changed folder logic so that when
online in Outlook 2007, CRM uses the actual Public Folders (rather than
Favorites) in creating new items that subsequently need to be displayed. This is to address the Outlook 2007
"can't save this item because it is open in another window" bug when
creating new items in Favorites.
Favorites are still used for this item creation in versions prior to
2007, and in 2007 when offline.
Also, in 2007 when offline (and thus using Favorites), a warning message
is displayed alerting the user that he will likely have trouble saving the
item.
·
Moved item toolbar code from NewInspector event to Inspector.Activate
to fix Outlook 2007 bug where item toolbars were not showing consistently
·
Enhanced the generic error message
when the Registry cannot be written, and also added a specific message when the
Places Bar info cannot be written
·
Fixed bug where the Project Places
Bar entry was not being set
·
Fixed bug where CRM Toolbar action
buttons were not being properly enabled when setting an Active Contact from the
MRU Cache
·
Fixed help text in System Config.INI
for “Hide Item Toolbars”
·
Changed toolbar/menu creation code
so that it should display captions and tooltips even if it is unable to display
the icons for some reason
·
Trim leading HTML spaces (ASCII 160)
when deriving a data key from a message body
·
Includes File Director 5.0.1
============================================
v5.0.14: (1/16/07)
·
Changed folder initialization to use
the actual public folder first, only use the Favorite if the actual PF is not
available
·
Removed the "can't save
twice" workaround code added in the previous build
============================================
v5.0.12:
(1/15/07)
·
Fixed bug causing CRM to loop (and
Outlook appear to hang) on startup if the Tasks, Appts,
or Journal folders were not found
·
Fixed bug where Project Types list
was not being properly populated on exit from Config
editor
·
Fixed bug where erroneous error
message: “You cannot make this item active until you enter the
value…” was being displayed in some cases
·
Fixed bug where incorrect item could
be linked in the “Open Linked Item” button in some cases where a
CRM e-mail was being re-sent (actually due to the same cause as the above
issue)
·
Fixed bug where, when promoting a
Lead, it displayed the new Contact based on erroneously checking the "DisplayCompanyOnCreation" instead of checking "DisplayContactOnCreation"
·
Fixed bug where the Projects list
was being re-read from disk when it did not need to be refreshed
·
File Director: fixed bug where it
was hanging in Outlook 2007 environments
(File Director v5.0.0)
·
Implemented workaround for the
Outlook 2007 “can’t save new item twice” issue – seems
to be working OK but needs further testing on multiple 2007 test environments
·
FYI items: implemented workaround
for the fact that “Outlook:” hyperlinks are no longer supported
Outlook 2007 (in 2007 installations, FYI’s are
now in HTML format and the GUID link is now constructed as an HTML HREF). But note that this also requires the
proper registry key (HKCR.Outlook) to be entered as
well.
============================================
v5.0.11: (1/2/07)
·
If you CTRL-CLICK on the Copy E-mail
button in the CRM toolbar, it will open (display) the E-mail History or Journal
item after it’s been written
·
If you CTRL-CLICK on the item
toolbar FYI button, it places a hyperlink to the current item in the Clipboard
(identical to the current functionality of selecting “Copy Link” on
the File menu), instead of opening the FYI dialog
·
Fixed bug where it was not including
E-mail History items, only Journals, in calculating a total for the license
Limit= check
·
Changed “Omit Item Link”
to “Include Item Link” on FYI dialog, for consistency with other
option checkboxes on that dialog
============================================
v5.0.10: (12/23/06)
·
Changed text “Copy” to
“Move” on dialog asking if user wants to move a Personal Contact
into CRM
·
Fixed bug in which a Name search
failed to return matches when it ended with a “9”
·
If you CTRL-CLICK on the Contact
button in the CRM toolbar, it will open the Active Company instead of the
Active Contact that's displayed in the Contact combo box - a quicker way to get
to that person's Company record without having to open the Contact and then
double-click on their Company in the Contacts link field.
============================================
v5.0.9.1: (12/7/06) Initial 5.0
release
* Includes
Data Maintenance 5.0.1 (fixes Data Maint. startup bug
with no Workgroups active)
============================================
v5.0.9: (11/29/06)
* Fixed bug
where application would go into a loop on startup if the Contacts Cache item
was not available
* Fixed bug
where the incorrect e-mail address was being used in certain cases when
creating a new e-mail message
* Revised
Custom Forms PST for operation in Outlook 2007
* Company
form: Added a "Contacts" value in the Linked Items tab
============================================
v5.0.8: (11/24/06)
* Fixed
issue where additional users were not having their local config
items updated on a schema upgrade
============================================
v5.0.7: (11/23/06)
* Fixed
issue causing the View Activities Preview control to hang when passed in a
particular unusual sequence of HTML tags
* Fixed bug
in Contacts Cache sizing - was off by one from the ContactCacheSize
option value. Also, a Cache Size of
1 or less will disable the caching feature.
* Fixed
Process and SetAsActive logic when used with
Workgroups so it should now work properly
* The
Project rename logic now also renames the Document folder that is associated
with that Project, if such a folder exists
* The new
"e-mail address search" logic now searches the Leads folder if no
match is found in Contacts (and if Include Leads In Email Search is turned on)
* Fixed
default value in System Config.INI for NumberSearchList:
was Email1Address, changed it to BusinessTelephoneNumber
to match default value in User Config.INI
* Admin Help
revised (upgrade process)
============================================
v5.0.6.1: (11/19/06)
* Includes
revised Help files
============================================
v5.0.6: (11/17/06)
* Fixed bug
where Project form types list was not being re-initialized when one switched
Workgroups
* Includes
revised Project Dashboard:
-
Fixed the version checking false message error. Now check for v5.0 properly.
- Fixed issue where if there was no active Project yet set would cause unmanaged script error.
* Includes
renamed Reference and Admin Guide help files with underscores in filenames
* Admin
install now includes the Developer's Guide help file
* Changed
Help file reference in DLL for renamed Help file
* Includes
revised Central Config Manager 5.0.2 with updated
message displayed when Upgrade Central Config
completes
============================================
v5.0.5: (11/9/06)
* Fixed bug
where an error message was displayed if one clicked the Create Company button
with the Company Name and E-mail address fields blank
* Fixed
unmanaged "Subscript out of range" error when adding values for a new
Category in Options
* Set the
values for the obsolete Sync Options "InsertLink"
and "RetainCustomForms" to always be their
default value, since these options were removed from the schema
* Updated
v5.0 Help included
============================================
v5.0.4.2: (11/7/06)
* Includes
revised System Config.INI, User Config.INI
* Includes
revised QuickStart Guide
============================================
v5.0.4.1: (11/6/06)
* Includes
revised custom forms PST
============================================
v5.0.4: (11/4/06)
* Fixed
unmanaged error that could occur on opening the Manage Projects window
* Includes
revised custom forms PST
* Includes
revised Data Maintenance
============================================
v5.0.3: (11/2/06)
* Fixed bug
where some config items were being erroneously
overwritten
* Added Version
checking to startup code when an LO license is present
============================================
v5.0.2: (11/2/06)
* Fixed
erroneous error message about not having a custom form published to the
Opportunities folder when a form was present
* Fixed bug
where the new e-mail search was proceeding to a full name search if no match
was found for the e-mail address
* Removed
the user prompt so now, when linking an item to a Project, that item's Contact
and Company are always linked without asking the user each time
* Updated
the text of the schema-update-report message
*
Implemented the ContactCacheSize option; default the
cache size to 250
*
Implemented the CC List option when sending e-mails from a Project
* Includes
updated Central Config Manager 5.0.1
* Includes
updated System Config.INI and User Config.INI files
============================================
v5.0.1: (10/31/06)
* Updated
DLL version # to v5
* Revised
startup code so v3 -> v4 data conversions do not occur on a v4 -> v5 upgrade
* Includes
updated System Config.INI and User Config.INI files with v5 changes
============================================
Mail
Merge Revision History
============================================
Oct 9 2008
v1.21.14
-
Fixed INI file issues with failed
public folder reference etc.
-
Created new installer for 1.21.12
-
Fixed crash when resizing form to a
smaller size.
-
New entry into the Campaign Manager
INI file in the [Merge Config] section called CCField and point it to the name of the field listed in the
[Merge Fields] that will contain the CC email addresses. Note that this feature is only available
with the “Advanced” mode of operation.
-
Fixed out of range error on Reconcillation page for cases with more than 32000 Leads +
Contacts
-
Added option to link any Journals
created to the Project if it is selected also
-
Added new [Merge Config]
DisplayAlerts=1 key that you can have in the INI file
that will force showing of the Merge Warning one time which seems to maybe
allow the Mail Merge toolbar in Word get activated for those users who have
never done a merge before.
Nov 4
2007 v1.21.10 / 11
-
Compiled for OL 2000.
============================================
Synchronizer
Revision History
============================================
June 11, 2011 v5.1.8
-
Corrected Updates not transferring from Public to Private
-
Corrected Monitor Edits window displaying when it is empty, no longer displays
-
Corrected bogus blank field message being displayed to user
-
Eliminated error displayed to user to remove 'FolderName
Conflicts' section from "User App Data Sync" when the section is
already there.
Aug 27 2010 v5.1.5
- Added extra CreateObject for olApp for when oCM.OutlookAppRoot(tKey)
fails. This is most likely not
needed anymore because if a good virus checker is installed, Outlook does not
require the safe object.
- Commented out
code that stopped synchronizer from running with older CRM versions than
5.0.153. This check was related to
the addition of the tKey function.
Aug 16 2010 v5.1.1
-
Formatted the Last Sync Date/Time in
the User App Data Sync to store the time as Military time. This is to ensure that when a system is
set to Military time in the operating system, the time conversion will always
be interpreted correctly.
Mar 18 2010 v5.1.0
-
Fixed all date comparisons because
of an issue that was related to a Microsoft floating point exception that
caused incorrect outcomes when comparing 2 dates with > or < or =. We removed traces of this practice and
transformed them to using the DateDiff function
instead per MS resolution. Also
added logging to these areas.
-
V5.0.43
(3/18/10)
-Fixed
a bug for writing and saving the Last Sync Time to the User App Data Sync. We standardized the formatting of the
Date/Time that we write to be user-defined
V5.0.42 (2/16/2010)
-Added
verbose logging when Logging is enabled through "User App Data
Sync"[Sync Config].Log = 1
-We
are logging the lines of code that handle all date variables, functions, and
comparisons to aid in troubleshooting problems with synchronizer when running
on computers that have non-English versions of Office.
V5.0.41
(12/07/2009)
-
Added code, to change messageclasses to base classes before copying the public
folder items in the public to private synchronization. Eliminated a oTarget.save by moving the oTarget
item to private folder only after all fields had been updated in the oTarget item in both the public to private and private to
public sync process.
-
Added code, for the Contact folder
synchronization of cAdd state items only, to capture
anniversary and birthday data from those contacts into date variables dbday and danniversary prior to
copying and moving the item from public to private or from private to public.
This avoids the process from being jammed and fatally interrupted due to a
prompt that is out of our control in Outlook where one gets prompted to create
an appointment item for said anniversary or birthday at the time of copying an
item that has data in those fields.
-
Updated copyright ending year to
2009 from 2007
Dec 17 2007 v5.0.39
· Redemption
code removed from core Pub-to-Priv and Priv-to-Pub functions because on some customer the multiple
saves that were required for redemption to work were causing issues. New code can bypass redemption because
it uses the new oCM.OutlookAppRoot function.
Nov 12 2007 v5.0.37
· The Monitor
Edits option now persists so users don’t have to go and manually turn it
off if they have turned it on for some reason.
· New <CurrentUserCategories>
special keyword added that allows the Categories in the Users Contact records
to be used as a filter
<CurrentUserCategoriesOR) same as without the OR
<CurrentUserCategoriesAND) will required all User
categories to match
Example1: “[FirstName]=’Fred’ and ([Categories]=<CurrentUserCategories>)
Example2: “[FirstName]=’Fred’ and (<CurrentUserCategories>) same as example1
note that <current user categories> should always be enclosed in (
) if other filter qualifiers are used
Aug 15 2007 v5.0.36
· Compile for
v5
July 31 2007 v5.0.x
· Very minor
code updates to work with the new cleaned-up COM interface
May 29 2007 v5.0.35
· Changed check
for temp/short GUID to check the length vs just
=”” in the SyncIndex function for rare
case where the correct GUID was not getting picked.
· Fixed issue
with new Priv-to-Pub appointments not setting the
correct time (added back in
the .Save of the oTarget item)
· Fixed
Pub-to-Priv Add Day Event flag not being set for all
day events… even though the times were correct
Apr 29 2007 v5.0.27
· Added
additional startup checks for the very root "Outlook.Application"
object
· Changed
Public Folder check below from
PR_PUBLIC_FOLDER_ENTRYID to
PR_CREATOR_SID because the ENTRYID is only valid for people using cached
mode… oops
·
Apr 18 2007 v5.0.26
· Fixed bug in
playback for case where Personal item may have been deleted
· Fixed Task ReminderSet flag false edit (ItemDiff)
for case where Personal item ReminderTime is in the
past
· Added
“Max” to form resize so that it will 0,0 the form’s position
when multiple screens are used
· Added test
for PR_PUBLIC_FOLDER_ENTRYID so that CRM folders are actually in Exchange and
not PST based
· Fixed issue
with recurring Calendar items. Note
that you should always deal only with the entire series
· Added simple
default Workgroup support where the Synchronizer will run if the active
Workgroup is the defined Default Workgroup
· Fixed Priv to Pub sync on Outlook 2007 – flash all new
items to avoid the “Can’t save item” dialog. Calendar not yet functional.
· Added 120
sec loop/sleep check of olApp.ActiveExplorer.CurrentFolder.Name
to the startup
Mar 5 2007 v5.0.24
· Main form
controls are now properly disabled during the Sync process.
· Close / Stop
button. Pressing the
‘Stop’ button during sync now stops the sync process instead of
hiding it.
· Context
‘Help’ buttons added to the main Sync form and the PSM form (Help must be saved in the ..\CRM\Help\
folder
· Startup now
attempts reconnection 10 times.
Total startup time is now 30 sec x (10+1) attempts = over 5 mins!
· Changed Pub-Priv copy code so that Contact items are not modified
during the Sync process
Feb 20 2007 v5.0.21
· Fixed 1st
time of day startup issue
Feb 14 2007 v5.0.16
· RunLog debug files are now created under a
“Logs” subfolder
· Changed
startup checking from just checking oCM.Version to
checking oCM.Folder.Contact
Jan 31 2007 v5.0.15
·
Minor fixes to the Edit Resolution
dialog to potentially fix playback errors
Disabled monitor timer
event for occurring during playback
·
Fixed BusyStatus
for Calendar items
·
Fixed issue where Reminder Set was
always being reset on the Public items
·
Fixed the Label property using MAPI
properties
·
Added additional Microsoft error.text info to logged errors
Dec 14 2006
v5.0.10
·
CPU load monitor added. Defaults to 10% average load (over 1
min). Can override default by
setting "BackgroundSyncLoadThreshold=10" in
the User App Data Sync item.
·
Possible fix for "version needs
to be v3.0 …" error message?
·
App now writes a basic log file so I
can track issues better. Must add a
key "Log=1" under the [Sync Config] section
in the User App Data Sync item.
Nov 30 2006 v5.0.7
·
Help menus and help context added to
all forms
·
Fixed issue with new Pub to Priv Contacts not showing in OAB
·
Fixed missing *User in new Priv items
·
Added Contact as first recipient in
Calendar items
Nov 29 2006 v5.0.5
· Fixed issue with ReminderSet always getting set
· When run in non-background mode it will display some MsgBox dialogs about potentially missing items or other errors
· When run in background mode any error in the sync process should cause the current sync folder to stop and then just move on to the next folder.
· Checks so that the Monitor Edits and Background Sync are not both selected.
· App now runs as a Tray icon. This also fixes the issue with app stealing focus when running background mode.
Nov 06 2006 v5.0.0
· Replaced "Beta" with oCM.License in About dialog
· Version set to 5.0.0
Nov 04 2006 v2.8.02
·
This version requires TeamScope CRM
v5.0 or later to run.
·
Converted some config
items in User App Data Sync over to the new v 5.x [Synchronization] config options
LazyWriteDelay
DeleteTag
PersonalFolderOnSelect
PersonalFolderOnSync
·
Removed old obsolete
[Synchronization] config references to
InsertLink
RetainCustomForms
·
Removed references to some items in
the local User App Data Sync config item
TwoWaySync
AutoIncludePersonal
Oct 20 2006 v2.7.18
· Fixed startup object error when Workgroup toolbar was not shown.
·
Fixed missing "Test" in
User App Data Sync when staring with background sync on.
Oct 14 2006 v2.7.11
·
Converted code over to external oCM based instead of using internal code calls - huge
cleanup and simplification now that the Sync EXE will be run as an external app
instead of an in-line compiled one
·
Background sync mode added. You can
manually select this mode from the [File] menu. If you try to close sync app
during background mode it will simply hide itself and go to sleep. You will
need to turn off background mode if you actually want to close the app.
·
Hooks added to work with new CRM
build for Synchronizer
·
Removed the clearing of Active
objects in CRM ???
·
Added background sync conflict queue
so that any conflicts during background sync are replied at the first
non-background operation
·
"Test" config
flag added to User App Data Sync which allows one to change the MinutesBetweenSync to actually use seconds instead of
minutes
·
New icon that changes while the Sync
app is active. Form hides itself during sleep time in background mode
·
Added TeamScope CRM version check
for 4.0.420 or later
Aug 28 2006 v2.6.xx
· Fixed startup security prompt - now that this will be designed to run as a out of the main CRM DLL process.
· Fixed bug in MAPI Tables that would in some cases pickup the wrong message class for decoding the fields IDs.
· Fixed ItemDiff issues for cases: Jack Doe [smtp:address] <> Jack Doe, 'Jack Doe' <> Jack Doe and "____" in the body (form of whitespace basically)
· Added code to avoid the Outlook security prompt
· Changed PSM code so that Processed Sent Items use the Contacts and unprocessed items use the 1st recipient so that if one links the items to a different Contact it will use that one.
Aug 23 2006 v2.6.04
· Fixed Contacts button in PSM which got messed up when we added the "Created" column some time back.
· Fixed bugs in the PSM Project column for both Pub and Priv items
· Added new feature to MAPI table to allow for explicit definition of custom field data types (related to issue fixed above)
Aug 21 2006 v2.6.03
· Minor UI label changes in PSM
· Added Leads to the Email search in the PSM (if IncludeLeadsInNameSearch is set)
· If the Public Folder item has a expired reminder time then it gets set to False because in the Personal folder causes a pop-up and can be set to true thus causing a looping Edit Resolution message.
Aug 17 2006 v2.6.01
· Changed special Sent Items filter expansion key from [Contact] to [SenderName].
· New default filter is: SentItemsFilter=[SenderName]=<*CurrentUser> OR [Contact]=<*CurrentUser>
Aug 16 2006 v2.6.00
· Fixed issue with PF Tasks not filling in Completed Date, Actual Work and Total Work fields
· Editing the Filter now gets automatic refresh
· Fixed issue where Blue PF items option would get disabled when checked - it is now always cleared first.
· [SenderName]= is now displayed for the user for the special [Contact]= case for the Sent Items folder
· Refresh button added to allow better control of when the Personal Sync Manager gets updated
· If a Red (new - no match filter) item gets selected and the filter has [Contact]=<*CurrentUser> then the warning will not show and it will then turn Green.
· Bug that was setting "Kill me from Outbox" in the Billing Info field has been fixed.
· Fixed some bugs related to the new Blue Public Folder and new filter options.
Aug 10 2006 v2.5.00
·
New multi-color Personal Sync
Manager filter options feature.
Note that the two [Sync Options] in the User App Data Sync file need to be
updated to work properly
PersonalFilterOpen=Green, Blue, Red, White, Yellow
PersonalFilterRun=Green, Red
July 31 2006 v2.4.10
· Personal Sync Manager now looks that the "Pub: Add to Personal" and the "Pub: Delete to Personal" settings when displaying the items to display
July 28 2006 v2.4.9
· SentItems Fix: Issue with Filter with "AND". Code now allows this but only one AND
· SentItems Fix: PSM (Personal Sync Manager) Update items was missing items to mark as Exclude. Bug introduced with new Public Folder items
· SentItems Fix: Issue with BillingInformation and Companies when matching up existing Public Folder items in the PSM
· SentItems Fix: Collection index filter was missing special SentItems [Contact] filter logic and thus missing items the PSM was showing
July 24 2006 v2.4.6
· Improved ItemDiffUpdate used in conjunction with ItemDiff now replaces CopyItem
· Edit Resolution dialog now allows one to cancel and edits when MonitorEdits=1
· Fixed issue if the contacts collection was incorrect to begin with the linking now checks for the first item in the Contacts folder is found
· Added new Public Folder new item preview into the Personal Sync Manager dialog
July 20 2006 v2.4.2
· Personal Sync Manager now does simple subject category association to try and fill in the category when you select the item to sync. Otherwise it will use the Default Category.
· Fixed issues when the CRM name search would return a list of possible names. (Checks for 4.0.402 or later of CRM to utilize any CRM processing)
· The main item sync form is now in effect Modal when the Personal Sync Manager dialog is open
· When an Sent Item is not linked to a Contact (i.e. when you Cancel the CRM name search and/or Contact creation) the item will not be tagged at all leaving it in its original state so it can be picked up later if needed.
July 18 2006 v2.4.1
· Fixed issue with some Sent Items remaining in Outbox
· Fixed issue with case where Edits from Pub to Priv and Priv deletes were not enabled. Other cases also tested to verify change in logic.
·
Added new "MonitorEdits"
config option to User App Data Sync to allow for this
menu option to be saved
July 14 2006 v2.4.0
·
Missing "Sent Items" value
in "User App Data Sync" initial setup fixed
·
Contact links to Users for Priv-to-Pub has been fixed
·
Fixed junk items remaining in Outbox
when syncing Sent Items
·
Added filter to limit message class
in Personal folders to avoid non-standard items like IPM.Meeting.Request
·
Added "Monitor Edits"
option under the [Edit] menu which allows for monitoring of any edits for
testing. By default this is always off.
·
Fixed reciently
introduced errors in Categories and Project columns in the Personal Sync
Manager when the new Created field was added
·
Added code to use TSCRM multi-pass
Contact search and creation functionality if TSCRM is version 4.0.400 or later
July 7 2006 v2.3.4
· Fixed code that still had references to "Appointments" instead of the new "Calendar"
· Changed code to make "Sent Items" that were already processed by TSCRM to now show up in the Personal Sync Manager
· Fixed the "1" vs "0" issue with special "[Contact]=<name>" which adds the "SendFromFolder" values.
·
Added "Created" column to
Personal Sync Manager
July 7 2006 v2.3.3
· Fixed "hidden" SendFromFolder filter issue that was not picking up the first value in the Personal Sync Manager
· Changed "Only show new items" to "Only show new items that have not been synchronized" and thus hide the ones that OLCRM has already processed for the "New" filter case.
June 28 2006 v2.3.2
· Minor UI wording and bug fixes
· False "Processed" case (Magenta color) resolved
· Default on "Sent Items" changed to not allow edits from Priv to Pub
June 26 2006 v2.3.1
· Resizable Personal Sync Manager with smart column resizing
·
Dialogs to prompt user about syncing
1) On exit after pressing Personal Sync manager
2) In Personal Sync manager upon update / exit
· Personal Sync manager legend has been expanded
· A couple of bugs that were introduced with prior UI update have been fixed
· Various wording and captions have been changed
· Allow Deletes to Public checkbox has been hidden
June 22 2006 v2.3.0
· Totally new tab based UI for main screen.
June 20 2006 v2.2.6
· Fixed issue with running in a PST (not on Exchange)
June 14 2006 v2.2.4 (TSCRM) / v2.2.5 (OLCRM)
· Fixed startup issue with initial [Sync Config] with new RestrictSync option SentItemsFilter in User Config is now added automatically
============================================
Custom
Forms PST Revision History
============================================
Aug 24 2010
- Added the View Activities button to the Project and
- Added to the Contact form, Item Property Change to update
the FileAs and Subject fields when any of the
following items were changed: "First Name", "Last Name",
"CompanyName"
Jun 18 2009
-
Remove New Contact button from the
Project and
Mar 13 009
-
Modified the Contact form View
Dashboard button to open the new Contact Dashboard.
Oct 09 2008
-
Fixed all forms Notes fields, and
any other issues where fields were overlapping on some PCs.
Sept 07 2007
·
Fixed Contact and CSR forms to
support new cleaned up API. All
major forms should all now be v5.0.6
May
29 2007
·
Fixed Proj
and Oppty forms as they were not setting the active
project before creating a related item!
Sub SetProjectActiveIfNeeded
If
Item.EntryID = "" Then
Call
SaveItem
End
If
Set
oCM.Active.Project = Item
End Sub
·
Fixed Outlook View Control.Restriction so that names with a ‘ in them
will still work
ovcItems.Restriction
= + chr(34) + t + chr(34)
·
Added lblVersion
to the main forms which connect to the form properties so that it will display
the actual version
oPage.Controls("lblVersion").Caption=Item.FormDescription.Version
·
·
Company
version: 5.0.x
·
Contact
version: 5.0.x
·
·
Project
version: 5.0.x
·
Customer
Service Request: 5.0.x
Feb
22 2007
·
Change the ShowList
calls in Contact, Company, Project, Oppty forms so as
not to dirty the forms. Fixed
control sizing issue in Oppty and Project forms for
Outlook 2007.
·
Company
version: 5.0.1
·
Contact
version: 5.0.1
·
·
Project
version: 5.0.4
·
Customer
Service Request: 5.0.1
Nov
29 2006
·
Company form: add a
"Contacts" dropdown value in the Linked Items tab. CSR: remove "Projects"
keywords field. Update forms for
operation in Outlook 2007.
·
Company
version: 5.0.0
·
Contact
version: 5.0.0
·
·
Project
version: 5.0.1
·
Customer
Service Request: 5.0.1
Nov
6 2006
·
Fix
·
·
Project
version: 5.0.0
·
Customer
Service Request: 5.0.0
Nov
4 2006
·
Form fixes: remove user data that
had gotten into the Master Forms, fix script error sometimes occurring during
item linking, fix erroneous prompt when closing Project form, clean up some
message text. Also, remove
published forms in the CSR Form Design folder and instead added an item to this
folder, and all other Form Design folders, with instructions on setting the AllowActiveXOneOffForms registry value.
·
·
Project
version: 4.1.12
·
Customer
Service Request: 4.1.7
Oct
30 2006
·
Updated CSR form with fixes for
Subject value changes.
·
Customer
Service Request: v4.1.4
Oct
28 2006
·
Updated Proj,
Oppty and CSR forms with fixes for Subject value
changes.
·
·
Project
version: 4.1.11
·
Customer
Service Request: v4.1.3
Oct
26 2006
·
Updated Proj,
Oppty and CSR forms so that they do not call the UniqueName function with a blank value.
·
·
Project
version: 4.1.9
·
Customer
Service Request: v4.1.2
Oct
19 2006
·
Updated Project,
·
Improved error handling
·
Better error trapping and user
feedback
·
Subject checking now occurs when the
Subject is changed
·
Number of new "New…"
button
·
Better looking Linked Items buttons
and layout
·
·
Project
version: 4.1.7
·
Customer
Service Request: v4.1.1
============================================
Dashboards
Revision History
============================================
Mar 13 2009
- New Contact Dashboard
- Looks like the Company dashboard,
but only shows the Contacts information.