TeamScope CRM 5.0 Revision History

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)

• Fixed bug in Installer when searching for the Teamscope CRM Common Config.REG file, and the installer found the first *.REG file.
• Set default for UseFileDirector & UsePlacesBar to No in UserConfig.ini so on DLL load it does not affect the registry.

v5.0.154a: (9/18/2008)

• Modified the Wise Installation file. Removed the CheckOutlook.exe, and incorporated native Wise functions with Taskkill.exe call.
• Installation now includes installation of Office Web Components (OWC11.EXE) for Office 2003 and owc2007sp1-kb937961-fullfile-en-us.exe for Office 2007
• Modified the Finish dialogs to by default display the Quick Start Guide.

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: (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

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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

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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

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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

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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

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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

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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)

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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

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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

============================================

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 US format instead of using the regional 'Medium Date' and 'Medium Time' which is not dependable.

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 1^st 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

============================================

Jul 16 2009 - MK

- 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 - MK

- Remove New Contact button from the Project and Opportunity forms. Removed corresponding code behind those forms. TeamScopeCRM.dll does not have the oCM.Active.BuildLinkedItem method available.

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

· Opportunity 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

· Opportunity version: 5.0.4

· 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

· Opportunity version: 5.0.2

· Project version: 5.0.1

· Customer Service Request: 5.0.1

Nov 6 2006

· Fix Opportunity form so it does not display "Do you want to save changes?" when nothing has changed. Update form version numbers for v5.

· Opportunity version: 5.0.1

· 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.

· Opportunity version: 4.1.12

· 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.

· Opportunity version: 4.1.9

· 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.

· Opportunity version: 4.1.8

· Project version: 4.1.9

· Customer Service Request: v4.1.2

Oct 19 2006

· Updated Project, Opportunity and CSR forms with:

· 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

· Opportunity version: 4.1.6

· 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.

Feb 13 2009

Activity Dashboard

- Fixed bug: When choosing a category, or changing Date, the category options would append and the list grew with duplicates.

- Fixed Wise installer to include the Activity Dashboard.htm for all versions of Outlook instead of incorrectly installing the old dashboard for

- Removed the navpanel.vbs call on remaining dashboards.

- Activity Dashboard: Replaced current version with 2003 version.

- Fixed all references to oCM calls to work with new DLL.

- The Wise installation will now include OWC by default.

- Project Dashboard: Removed NavPanel.

- Removed all "<Script>" tags related to the NAVPANEL.VBS and to the bubblecells onmouseovers.

Nov 16 2006

• Project Dashboard: Fixed the version checking false message error.  Now check for v5.0 properly.
• Project Dashboard: Fixed issue where if there was no active Project yet set would cause unmanaged script error.

Oct 27 2006

• Project form totally redone because of architecture changes.  Now users oCM.Support.MapiTable function
• All references to oCM.Active.ProjectLabel have been replaced with oCM.Project.Label.  Seems that the old call is not working anymore?
• Home Page now has E-mail History
• Sales Funnel now only used IPM.Task.Opportunity class items in its totals
• Activity graph now aggregates Journal with E-mail History together
• Folder Activity now includes E-mail History
• NavPanel buttons now work a little... the first time they are pressed, then the path gets messed up

Note, the only difference between the non 03 and the 03 dashboards is the ClassID for the Office graph control.

Outlook 2003  ClassID  0002E55D 000...

Outlook 2000  ClassID  0002E500 000...

============================================

Data Maintenance Revision History

============================================

Nov 04 2007 v5.1.2

· Compiled for OL 2000

Sept 09 2007 v5.1.x

· Fixed Project View cleanup feature

· Added the Projects folder to support Project views

Aug 15 2007 v5.1.1

· Fixed silly bug that prevented links restore from running on a system without Workgroups.

June 22 2007 v5.1.0

· Number of fixes in both the Backup and Restore links. Now supports PST files (requires CRM v5.0.122 or later).

· New complete checkpoint restart during a Restore at any point of failure

Feb 20 2007 v5.0.4

· Fix for issue with starting the Links backup or restore process on some systems.

Dec 04 2006 v5.0.1

· Support for NO Workgroups! Error handling added to support case were Workgroups are not in use.

Nov 03 2006 v5.0.0

· Support for multi Workgroup functionality in the Backup and Restore operations. Multi Workgroup logging

· Blazing fast Duplicate check with full integration with Scrubber

· Blazing fast Project View check and cleanup.

· Old project links functionality has been removed. (Hidden and commented out)

Aug 20 2006 v4.xxx

· Update links function now uses MAPI Tables - blazing fast. Also does 2nd check and will inform user if there is any issues.

Aug 8 2006 v4.xxx

· Minor fixes to status display when checking Project links

Oct 13 2005 v4.1.0

· Code changes for TeamScope CRM rename

Oct 13 2005 v4.0.2

· Fixed bug in E-mail History restore process. (User contact link was not setting the correct field)

· Now you only get one warning per folder if EntryID=BackupID

· DataMaintenance version number is now written to the top of the Restore.Log file… so I know which version they are running!

July 22 2005 v4.0.1

· More support for the new Email History folder.
Added code into mnuLinkRestore_Click to be able to recover E-mail History links
Also added code to funRecoverLinks in CommonOLCRM.BAS
Added check to make sure it is run on v4 only

June 2 2005 v4.0.0

· Added support for the new Email History folder.

Jan 12 2005 v3.0.1

· Does a check for any missing folders as this will cause problems.

Dec 26 2004 v3.0.0

· Fixed for cached mode... by now using IsInFolder function calls

· Fixed issues with Project links cleanup. Added optional "Repair" checkbox

· Fixed issues with Project view cleanup. Now it will add missing view field data if there is a Project link

· Fixed it so now it will open the correct Project or Item for review

Aug 29 2004 v2.2.7

· Me.Show after security pop-up

· Also goes GetObject backup on Outlook.Application

May 21 2004 v2.2.2

· Now check to see if a person is on Exchange. If they are on Exchange it checks to see if they are on a PF and not Favorites.

May 19 2004 v2.2.0

· Fixed issue with improper use of central config. Now uses oCM instead of Navigation URLs.

· Fixed issue in common startup that was relying on olNotesFolder. Backup now will just search for "Notes".

Feb 15 2004 v2.1.7

· Added new "File Folder Cleanup" to the menu to allows for empty file folders to be cleaned up automatically.

9/19/2003 v2.1.0

· Fix to Backup Links to properly handle case were items have just been convered via a message class update.

8/1/2003 v2.0.12

· Fixed Forms Management for the Leads folder

6/16/2003 v2.0.10

· Remcompile to remove references to old controls which were not used.

· Also changed the menu name from "Custom forms data update" to "Forms Management"

5/1/2003 v2.0.5

· Added Leads folder to Custom forms fixer.

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Outlook Cache Fixer Revision History

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Feb 5 2008   v3.0

Fixed path issues to support Vista

KnockOut Revision History

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v1.3 - 02/18/2009

- Added KnockOut.exe to Teamscope CRM\Utilities\ folder through Wise

- Created Reg file to save settings to current user, copied to Utilities folder

- Created Bat file to put a shortcut in the %allusersprofile%\Start Menu\Programs\Startup

** This is for support, and is not installed with TeamscopeCRM. The files are available for support.