________________________________________________________________
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Q:
I have existing ACT! data that I want to get into TeamScope
CRM. How can I best accomplish this?
A: TeamScope CRM includes an ACT
Converter, which transfers all of your existing
ACT! data directly into TeamScope CRM items. This
utility is installed as part of the TeamScope CRM
Administrative Tools. See the help topic Data
Migration/Conversion > Other
Applications > ACT in the
TeamScope CRM Administration Guide, also installed
with the Administrative Tools, for instructions on using this
utility.
Note that ACT changed its data storage format
in their ACT 2005-2006 release, and our Converter does not yet
support this new format. There is a
third-party utility
available which can convert newer ACT data back to their
previous ACT 6 format, from which our ACT Converter can be
run.
________________________________________________________________
Q: Do I need to have Microsoft Exchange Server in
order to run TeamScope CRM?
A: In order to use TeamScope CRM as a
shared solution among multiple people, it does require that
you be running Microsoft Exchange Server. All versions of
Exchange are supported.
TeamScope CRM can be used as a single-user
standalone solution as well, and in this scenario it does NOT
require Microsoft Exchange. TeamScope CRM works just fine for
a single user when using Outlook with a POP3 (Internet) mail
account and a PST for data storage.
________________________________________________________________
Q: I've set up TeamScope CRM so it's using
my existing contact data in my TeamScope CRM Contacts folder,
but my TeamScope CRM Companies folder is empty. Do I need to
manually create a matching Company for each Contact, one at a
time?
A: No, you do not need to create them
yourself. TeamScope CRM includes a utility that will automatically
do this for you. This process is done using
the Outlook Converter utility, installed
as part of the free TeamScope CRM Administrative Tools download.
See the Outlook Converter User Guide, also
installed with the Administrative Tools, for instructions on
using this utility to create linked Companies from your Contacts,
based on the Company Name contained in each contact item.
________________________________________________________________
Q: I've installed TeamScope CRM with its
custom forms, but I would like to make additional customizations to
the forms. How do I go about doing this?
A: TeamScope CRM's customized forms are
simply Outlook custom forms, and can be modified using the standard
Outlook form design process. Assistance in performing these
modifications is beyond the scope of TeamScope's technical support.
However, there are many resources available to help you in the
construction of custom forms; see the
Slipstick Systems website for one good source. In
addition, any of our
TeamScope
Solution Partners is available to assist you in forms
customization, or in any other part of your TeamScope CRM
implementation.
________________________________________________________________
Q: I know I can edit the list of
Categories and Actions via the Options window. How can
I customize the Contact Types list on the Contact
form, the Company Types (Industries) list on the Company form,
or the Sales Cycle Stages list on the Opportunity
form?
A: In your TeamScope CRM
Configuration folder is an item called "Custom Form
Lists". Within the body of this item, you'll see
sections for each of the lists mentioned above; edit the
appropriate list values there.
Note that in a local installation, this Configuration folder will
be a subfolder called "TeamScope CRM Config" underneath your
personal "Notes" folder; in a shared (centralized) configuration,
it will be in whatever folder you've set up as the central
configuration folder. Note also that you'll need to exit and
restart Outlook in order for these changes to take
effect.
________________________________________________________________
Q: When I go to install TeamScope CRM, it tells
me it found an existing copy of the program in a certain
directory and it says it will reinstall in that same
location. Is there a way I can override this and
specify a different installation directory?
A: In general, you do not
want to override this setting because that may leave you with two
copies of TeamScope CRM on your computer. If you have a
specific case in which you are sure you want
to specify your own, different intallation directory, you
can do this by running the TeamScope CRM setup program
using the "/existing" command-line switch. For
example, using the Windows Start - Run feature, and
assuming the TeamScope CRM setup program is in your C: root
directory, you would type
C:\TeamScopeCRM4Setup.exe
/existing
in the Run window. Again, please exercise
caution as you should normally let TeamScope CRM install over top
of an existing copy when it finds one.
________________________________________________________________
Q: When I start up Outlook, my TeamScope CRM toolbar
is no longer displayed -- or the toolbar is displayed, but none of
the buttons work. What do I do?
A: There can be times that TeamScope CRM
does not appear to be operational, even though the TeamScope CRM
toolbar may still be visible in Outlook. In cases where
the toolbar is gone or not functioning, it can usually be easily
reactivated within Outlook's Options:
- From the Outlook menu, select Tools,
Options
- Go to the Other tab; click the
Advanced Options button
- Click the COM Add-ins button
- If TeamScope CRM is not listed, use
the Add button to browse and select TeamScope
CRM.dll
(It is typically located in C:\Program
Files\TeamScope\TeamScope CRM)
- If TeamScope CRM is listed but not checked, use the
Remove button to delete it from the list; then
close the COM Add-ins window; then re-open
the window and use the Add button to browse and
select TeamScope CRM.dll
(It is typically located in C:\Program
Files\TeamScope\TeamScope CRM)
In some cases, you may need to end
the OUTLOOK.EXE task from the Processes tab
of Windows Task Manager, then start Outlook again and repeat
the above process.
If you do not find TeamScope CRM listed in
the COM Add-ins window, check to see if
it has been disabled by Outlook, as follows: on the Outlook
Help menu, select About Microsoft
Outlook and click the Disabled Items
button. If TeamScope CRM is listed there, select it and
click Enable.
________________________________________________________________
Q: When I start up Outlook after installing
TeamScope CRM, I get the message: Licensing issue: The
value n has exceeded the
license limit of 1000. What does that
mean?
A: When TeamScope CRM is installed for
evaluation purposes, it is set up with a special license key that
limits the number of items allowed in its Journal folder to
1000. If you get this message, it is probably because you
chose to set up TeamScope CRM to use your existing Outlook folders,
and you have more than 1000 items in your Journal
already. If this is the case, use our
Technical Support Request Form to
request a special evaluation license that extends the number of
allowable Journal items.
________________________________________________________________
Q: When I start up Outlook, I get the
message: TeamScope CRM could not match your current
user address to an item in the Users folder. What is the
cause of this message and how do I correct this
situation?
A: The most common cause of this message
is when your Outlook profile includes both a Microsoft
Exchange service and an Internet Mail (POP) service, and in
the services list, the Internet Mail service is listed above the
Exchange service.
In Outlook 2002 and 2003, the situation can
be corrected within the E-mail Accounts dialog by using the Move Up
and/or Move Down buttons so that the Exchange service is
listed above the Internet Mail service. Outlook
2000 does not have these buttons; instead the order of services is
determined by the order in which they were added to the profile. In
this case, you will need to remove and add back the services such
that Exchange is added and listed first.
________________________________________________________________
Q: I want to run the Configuration Manager
utility (installed as part of the Administrative Tools) so I
can set up a central shared configuration, but when I run the
Config Manager, I get a message that "this utility can
only be run by a TeamScope CRM Administrator". How do I
set myself up as an Administrator?
A: On your hard drive, within the same
directory that contains the Config Manager.exe utility, you'll find
a small program called "Register Admin.exe". Run that program and
enter a password of your choosing. Then launch the Config Manager
and enter the same password you just created.
________________________________________________________________
Q: When I start up TeamScope CRM, I
get the message: If you are running off-line, you
must have full details of your Global Address List (GAL)
available. What do I do to make this available?
A: In Outlook, edit your Send/Receive
Settings. Make sure "Download Offline Address Book" is checked.
Then click "Address Book Settings". In the resulting
dialog, select 'Full Details', and in Outlook
2002, uncheck "Download changes since last Send/Receive'.
________________________________________________________________
Q: When I attempt to view the Activity
Dashboard or Sales Funnel Dashboard, I receive a VB Script error
that mentions 'cspace.constants'. What is the
cause of this error and how do I fix it?
A: These Dashboards use the chart
component included as part of the Microsoft Office Web Components.
If this error occurs, it means that these Web Components are not
installed on that PC. To install them, select your
installation of Microsoft Office on the Windows Control Panel
"Add/Remove Programs" list. Select to Add or Remove Features, and
choose to install Office Web Components, found under
the Office Shared Features group. Note that you may need to
insert your Office CD in order to complete this process.
Important note for Outlook 2003 users: in
Office 2003, Microsoft changed the internal IDs of these web
components and did not provide backward compatibility; therefore,
the Activity and Funnel Dashboards installed with TeamScope CRM are
not compatible with these new IDs. Download the revised,
Office 2003-compatible versions of these Dashboards by
right-clicking on each of the links below and selecting 'Save
Target As'; simply replace your existing files with these
versions:
Outlook
2003 Activity Dashboard
Outlook
2003 Sales Funnel DashboardShould you need the older (Outlook 2000/2002)
versions of these Dashboards, they are available here
(right-click each of the links below and select 'Save
Target As'):
Q: When I open a TeamScope CRM item (Contact,
Company, Project, or Opportunity), I receive the message,
"Could not load an object because it is not available on
this machine". What is the cause of this error and how do
I fix it?
A: The most likely cause of this error
is that you do not have the Outlook View Control installed
on your PC. This is an Outlook component that is normally
installed with Microsoft Office, but which can be installed
individually if needed. For instructions on installing
this component, see:
Using the
Microsoft Outlook View Control
________________________________________________________________
Q: When one of our users
opens TeamScope CRM Contacts or Companies, they see a
different form than the rest of us (or they simply see the
default Outlook Contact form). What is the problem and what can we
do about it?
A: The most common cause of this problem
is that the local Outlook forms cache on this person's computer is
not up-to-date. This cache can be easily cleared. For
instructions, and general information on the forms cache,
see:
Q: I have uninstalled TeamScope CRM or
OutlookCRM, but I still see a CRM toolbar, or my Contacts
still show a CRM custom contact form. How can I correct this
situation?
A: You can download and run the
following utility, which will allow you to correct either of the
above issues:
CRM
Cleanup Utility
________________________________________________________________
Q: I see that an Annual Maintenance
Contract is required when purchasing TeamScope CRM. What is
included in the Maintenance Contract?
A: We periodically release updates to
existing product versions, and complete new versions, of our
software products. The Maintenance Contract guarantees that you
will receive all software changes, whether a small update patch or
a whole new version.
The coverage period begins from the
expiration date of the last year of coverage, or for new purchases,
starts from the original date of purchase of the
software.
Additional technical support and general
assistance in implementing TeamScope CRM are available from
our global network of
Solution
Partners.
________________________________________________________________
Q: How does TeamScope CRM compare with ACT!,
Goldmine, Microsoft CRM, or Outlook 2003 Business Contact
Manager?
A: We have prepared a
Product Comparison Table that details the
differences between these products.
________________________________________________________________
Q: I just upgraded to Service
Pack 3 of Outlook 2002, and now I am getting Outlook Security
Prompt messages ("a program is trying to access your e-mail
addresses" or similar text).
A: Microsoft without warning altered
some internal handling of e-mail information in this
Outlook Service Pack. The latest release of TeamScope CRM v3.0
(build 3.0.109 or later) resolves this issue when running
online. Due to the inherent design of Outlook, the
messages will still appear if running Outlook
offline. If this is an issue for you, the possible
solutions are:
-
Use Windows System Restore to roll back
to a time prior to your Outlook 2002 Service Pack 3 update (the
Service Pack cannot be uninstalled).
-
Upgrade to Outlook 2003, which does not
produce these messages (see next FAQ for more on Outlook 2003
compatibility).
-
It is possible for an Exchange Administrator
to
set up an override of these security
prompts.
-
Express ClickYes is a free utility that resides in the
Windows system tray and essentially clicks the Yes button
automatically when these security prompts are detected.
________________________________________________________________
Q: Does TeamScope CRM work with Outlook
2003? Does it work in cached mode?
A: Yes, TeamScope CRM
v3.0 works with Outlook 2003, including in the new "cached
Exchange mode".
In order to run using
cached mode, you must be running Outlook 2003 Service
Pack 1 or later. Also, note that by default, in cached mode,
Exchange public folders are not included in cached-mode operation.
To take advantage of cached mode for your TeamScope CRM public
folders, you must turn on that option as
follows: select the Exchange Server e-mail account on the
accounts list within your Outlook profile; click "Change";
click "More Settings"; on the Advanced tab, check the "Download
Public Folder Favorites" checkbox. Your TeamScope CRM public
folders also need to be included in your Public Folder
Favorites.
Please consult your IT department or consultant if you
need assistance with the process of setting up cached
mode.
TOP
Q: I have a
currently-installed evaluation version of TeamWork, and I am
receiving the message: Warning: The license for this
product will expire on May 1, 2004 (or an earlier
date may be listed). How can I stop this message from
appearing?
A: You are running an older version of
TeamWork. Please use the Downloads form on our web site to
obtain a link to download the latest version of the product..
________________________________________________________________
Q: The Workflow Agent properly sends out a
Notification message for a workflow item, but this action is not
recorded in the workflow item's Event History field. Why
not?
A: The workflow's items are configured for
step-conditional validation (i.e. the workflow form contains one or
more fields for which a validation formula is set to occur on some,
but not all, steps). The Workflow Agent is currently unable
to update a workflow item which contains step-conditional
validation. The solution is to remove the validation formula from
the workflow form, and remove the step-conditional definition from
the workflow configuration. Add code to perform the needed
validations within the item's VBScript instead.
________________________________________________________________
Q: When defining field validation for a field
on my workflow form, I receive the error message:
Error in Validation Text formula. What is
the cause of this message?
A: The text string you typed in for the
"Display this message if validation fails" field is not contained
in quotes. Outlook evaluates this field as a formula, so if
you only want a text string in this field (which is commonly the
case), then enclose the text string in quotation marks.
________________________________________________________________
Q: When initially defining my workflow, and
attempting to access Workflow Properties, I receive the error
message: Could not Navigate to '\\Folder
name\...\Folder name' at 'Folder name'. What is the cause
of this message?
A: The folder path you are attempting to
access probably contains a slash (/) or backslash (\).
TeamWork uses standard Outlook URL notation, which does not
allow for slashes or backslashes in folder names. Rename any
folders that contain slashes or backslashes to remove
those characters from the folder name. While Microsoft
Exchange does not prevent you from creating a folder name that
contains a slash or backslash, these characters are used as
path separators in standard Outlook URL notation and thus
cannot be used as part of a folder name itself.
TOP
Q: I know that
DataLink communicates between Outlook and Access. If we have
another type of database that we want to sync with Outlook (SQL
Server, FoxPro, Excel, etc.), can we do that with
DataLink?
A: Yes -- you can use the Access "Link
External Tables" function to communicate with other data formats.
Any database that can be linked using this Access "external link"
capability should be available to you. We have customers
successfully linking with SQL Server and Oracle, for example.
Please note that TeamScope cannot provide technical
support on any external data linking functionality; our support is
limited to communication between Outlook and Access. The operation
of any database you use which is external to Access is solely your
responsibility.
________________________________________________________________
Q: I own OAXfer version
3.0. I see that the product has been renamed to "DataLink for
Outlook" and an update is available. How do I update
to DataLink for Outlook?
A: The update from OAXfer v3.0 to DataLink
for Outlook v3.0 is free. To get DataLink,
download it from our
Downloads page and install it.
You do not need to uninstall OAXfer first. When you install
DataLink, it will detect your existing OAXfer installation and
will give you the choice to use your existing OAXfer
database with DataLink
for Outlook. When the DataLink
installation is complete, it will give you the chance to remove
OAXfer from your computer at that time. We recommend that you do
this.
DataLink
for Outlook does use a different licensing
method than OAXfer used. When you first install
DataLink, it will set up a 30-day trial license, even if you
are a registered OAXfer 3.0 user. To set up your proper
DataLink license, select the
Purchase/Register
DataLink option on the product's Help menu; in the
Purchase/Register window, click button 2 ("Request License") to
request a new license key. Within a few minutes, you will
receive an e-mail message containing your license key and
instructions for applying it.
________________________________________________________________
Q: I am trying to import Appointments into
Outlook and am receiving the DataLink error: The end date
you entered occurs before the start date, but
the dates/times I'm importing are correct. Why is this error
occurring and what can I do about it?
A: This issue is due to the
fact that fields are processed in alphabetical order. This
means that "End" is processed before "Start"
-- but Outlook does not allow the End date to be set
before the Start date has been set. The solution is to use the
"Duration" field instead of "End"; i.e. in your Access query,
specify "Start" and "Duration". If needed, you can calculate
the "Duration" field by using a function in the query like
Duration: DateDiff("n",[Start],[End]).
TOP
Q: I own Updater
version 1.0. I see that there is now a version 2.0 available.
How can I upgrade?
A: The upgrade from Outlook Updater v1.0 to
Updater
for Outlook v2.0 is free. To update to the latest
version, download Updater 2.0 from our
Downloads page and install
it. You do not need to uninstall version 1.0 first. When you
install it, it will tell you that an installation of version 1.0
has been detected, and it will save all of your existing settings
and mappings; they will work fine in version 2.0.
Updater 2.0 does use a different licensing method than version 1.0
used. When you first install version 2.0, it will set up a 30-day
trial license, even if you are a registered version 1.0 user. To
set up your proper version 2.0 license, select the
Purchase/Register Updater option on the
product's Help menu; in the Purchase/Register window, click button
2 ("Request License") to request a new license key. Within a few
minutes, you will receive an e-mail message containing your license
key and instructions for applying it.
________________________________________________________________
Q:
While using Updater for Outlook, I received a message about needing
to install Collaboration Data Objects or
CDO. How can I do this?
A: CDO is a component of
Microsoft's messaging platform that is sometimes not
already installed on a PC, depending on the specific
configuration of that PC. CDO is not required for basic operation
of Updater, only for the Forms Management module (found in
Updater Professional and Enterprise versions).
We have made a utility that should
properly set up CDO in any Windows/Outlook environment.
Download our CDO installer
for free; once downloaded, run it to install CDO.
TOPQ: I have a currently-installed evaluation
version of the Extensions Library, and I am receiving the
message: Warning: The license for this product will expire
on May 1, 2004 (or an earlier date may be listed).
How can I stop this message from appearing?
A: You are running an older version of the
Extensions Library. Please use the Downloads form on our web
site to obtain a link to download the latest version of the
product.
________________________________________________________________
Q: The Navigate method fails to
locate a folder, even though the folder exists. What is the likely
cause?
A: The folder path you are attempting to
access probably contains a slash (/) or backslash (\). The
Extensions Library uses standard Outlook URL notation, which does
not allow for slashes or backslashes in folder names. Rename any
folders that contain slashes or backslashes to remove
those characters from the folder name. While Microsoft
Exchange does not prevent you from creating a folder name that
contains a slash or backslash, these characters are used as
path separators in standard Outlook URL notation and thus
cannot be used as part of a folder name itself.
________________________________________________________________
Q: The PrintForm method
only prints one page of my form. How can I print multiple
pages of a form at the same time?
A: You can easily print more than one
page by either (a) calling the PrintForm method
once for each page to be printed, or (b) looping through all
form pages using the
Item.GetInpector.ModifiedFormPages collection.
________________________________________________________________
Q: When opening a form,
I receive an Extensions Library error message:
Error: CreateObject. Could not create
Outlook.Application.Object. What is the cause of
this message?
A: This error occurs on Windows 95 and 98 PCs
when you start up Outlook and go into Design Mode on an Extensions
Library- or TeamWork-enabled form before opening any such
forms in normal run mode. If you're running Windows 95 or 98 and
you have just launched Outlook, be sure to open an Extensions
Library or TeamWork form in normal mode before opening such a form
in Design Mode. If you do open an Extensions Library- or
TeamWork-enabled form in Design Mode before running one in run
mode, exit and restart Outlook.
________________________________________________________________
Q:
I upgraded to Outlook 2003 and now am getting the message, "Configuration folder must be of type
‘Mail
Items’ (IPM.Note) to operate
correctly" when I make certain calls like SetFolder. What
is the cause of this message?
A: In Outlook 2003, Microsoft for some
unexplained reason changed the default message class for a public
folder from IPM.Note (which it is in previous Outlook versions) to
IPM.Post. Extensions Library is not expecting this IPM.Post message
class and generates the error message shown.
We will be addressing this issue in the next
version of Extensions Library due out later in 2004. In the
meantime, you can eliminate this message by adding the
following call just prior to the line of code that is causing the
message to appear:
oLib.DisplayErrors = False
You will also probably want to include the
following call immediately after the line that generates the
message, to turn error reporting back on:
oLib.DisplayErrors = True
(In both cases "oLib" refers to your OEL
library object variable.)
________________________________________________________________
Q: When the Calendar control is opened up
(dropped down) by the user, it is partially hidden behind another
control on the page. What is the cause of this?
A: This is an due to an anomaly in the
Outlook Forms engine. To correct this issue, in
the form's Design mode, move the Calendar control off to the
side so it is uncovered by any other controls. Save and close
the form. Open the form again and go back into Design mode;
move the control back to its original position. The overlap
issue typically goes away at that point.
________________________________________________________________
Q: Selecting a date in a bound Calendar
control causes an Error 13: Type Mismatch error to
occur. What is the cause of this message?
A: When the Calendar control was bound
to a date field, you changed the field format to
something other than the default value of ddd mm/dd/yyyy. Change
the field format for the bound Calendar control back to the default
format (which appears as, for example, "Tue 05/12/00"). For
consistency with the built-in Outlook calendar, the OlCal Calendar
control only supports the default date format. This will be
changed in a future product release to support alternate date
formats.
TOP
Q: I am running the free version of Contacts
Scrubber to evaluate whether to purchase the full version. But
I have more than 1000 contacts and Contacts Scrubber tells me
the free version can only process a maximum of 1000 items. Is
there a way I can test the program in this situation?
A: Yes, Contacts Scrubber allows you to set a
filter so you can test the program on a subset of less than 1000 of
your items. To do this, click the "Set Preferences" button on the
main Contacts Scrubber screen. In the Preferences window, use the
"Limit Processing Range" fields to create a smaller portion of
your contacts to process; for example, you may want to enter "A" as
the starting value and "M" (or whatever letter gives you less than
1000 items) as the ending value.
TOPQ: When I run a TeamScope program, I see an
error message containing the text Error 429 or
The specified module could not be found, or
Unable to connect to Outlook, or the message
contains a large negative error number like
-2147024770. What should I do?
A: These errors generally indicate that your
copy of Microsoft Outlook is not properly set up in the Windows
registry to be able to communicate with external applications. If
this happens, try the following two steps in the order
listed:
One of the above steps will usually solve the
problem. If not, please contact your assigned Solution Partner (or
our tech support if you have no assigned Partner).
________________________________________________________________
Q: When I run a TeamScope program, I see an error
message containing the text Your user e-mail address could
not be properly determined. What does this mean and how
can I resolve it?
A: The two most common causes of
this issue are (1) that Outlook is not set as the default
e-mail client on the PC, or (2) the Outlook installation is damaged
in some way.
In order to run TeamScope programs, Outlook must be the default
e-mail client on the PC. To check or change this setting:
-
Click the Windows Start button, then select
Control Panel.
-
Double-click Internet Options. If you do not
see Internet Options, select Network and Internet Connections, then
Internet Options.
-
Click the Programs tab.
-
Choose Microsoft Outlook in the E-mail drop
menu.
-
Click OK.
(Please be aware that if you are using
another program and not Outlook to send and receive your
e-mail, changing the above setting could affect the other program's
ability to send/receive mail.)
If the above does not resolve the issue,
in Outlook, on the Help menu, select Detect and
Repair. (Note that you may be required to
insert your Microsoft Office CD if your
Office install occurred from a CD.)
________________________________________________________________
Q: I downloaded one of your Help files.
When I open it, I can see the Index page properly, but every other
page displays as an Internet Explorer The page cannot be
displayed error message. What does this mean and
how can I resolve it?
A: What you have run into is the Windows
"Attachment Manager", a relatively unpublicized addition to Windows
XP Service Pack 2. (See
this Microsoft Knowledgebase article for
details on this feature.)
To allow your PC to properly access the
contents of the downloaded Help file:
-
Using Windows Explorer, locate the CHM file
that you downloaded.
-
Right-click on the file to call up its
context menu; then click Properties on that menu.
-
On the General tab, click the Unblock
button.
________________________________________________________________
Q: I requested a download, or made a purchase from
the TeamScope web site, but have not received a reply e-mail
from TeamScope yet. What's going on?
A: It is very likely that your ISP or
your spam blocker or filter software is diverting our e-mail. Check
your spam, bulk, or junk mail folders for our e-mail. Read on
if you do not already know how to remedy the issue with your
ISP or spam software.
ISPs
Some e-mail providers filter messages based on content, subject
line, or the sender's address, and may put your e-mail into a
bulk or junk mail folder. Please make sure
@teamscope.com is on your "approved sender" list
or "whitelist" and/or in your address book.
Spam Blockers/Filters
If you have recently installed a new program to help defeat
spam and junk mail, make sure you check the settings. The
"defaults" are often more restrictive than you might
wish.
If you are using Outlook's Junk Mail
filtering, you can insure that our e-mail gets through as
follows:
-
Select Actions from the top
Outlook menu bar, then select Junk E-mail,
followed by Junk E-mail Options.
-
Select the Safe Senders tab,
then click Add.
-
Type @teamscope.com and click
OK.
-
Click OK.
________________________________________________________________
Q: Do TeamScope's products work with languages
other than English?
A: We currently provide official support
for U.S. English only. However, since our software operates
closely with Outlook, it should in general work in any
language environment that Outlook supports, and we do have a
number of customers running our software in non-English,
Arabic-based languages.
Due to an issue with our licensing
methodology, our software does not currently work
on PC's running Windows in a double-byte language
environment.
Special note regarding TeamScope CRM,
TeamWork, Outlook Extensions Library (OEL):
These programs make special internal reference to your
Exchange Public Folders, and thus need to know the name of the
Public Folder root folder on your Exchange system. If you
are running one of the above programs and your Public Folder root
folder is not "\\Public Folders\All Public Folders", then you need
to add the following registry entry.
First locate the appropriate registry key for
your product, which will be one of these three keys:
HKEY_CURRENT_USER\SOFTWARE\TeamScope\TeamScope CRM
or
HKEY_CURRENT_USER\SOFTWARE\TeamScope\TeamWork
or
HKEY_CURRENT_USER\SOFTWARE\TeamScope\OEL
At this registry location, add a new String
value:
PublicFolderRoot=\\Public Folders\All Public
Folders
where "\\Public Folders\All Public Folders"
should be replaced by the exact pathname of your Public Folder
root folder.
________________________________________________________________
Q: How do I set up Microsoft NetMeeting so
that a support representative can connect to my PC?
A: Please see
our Microsoft NetMeeting page for
information on how to do this.
________________________________________________________________
Q: How does the licensing work for TeamScope
products?
A: TeamScope product licensing is
done on a per-user basis, using a "named user" concept (except for
the Outlook Extensions Library, see below). Since our products
are Outlook-based, we use the user's Outlook login to identify
the user to our software. This means that if you use multiple
PCs and log into Outlook on each machine as the same username,
which is typically the case, then you only require one license, and
that license can be applied to all of your PCs.
This system means that when purchasing
via the TeamScope eStore, it is important to use your Outlook
default e-mail address so the license will be properly built.
TeamScope does not sell or rent any e-mail addresses it
is provided.
The mechanics of how the licensing system
works are as follows:
1. An individual or company
purchases TeamScope software product(s),
either via our online eStore or from a sale made
through one of our Solution Partners. For eStore orders, a receipt
e-mail is automatically sent out immediately.
2. TeamScope then records the sale in its
internal TeamScope CRM system. A confirmation e-mail is sent
out to the purchaser, indicating that the license information has
been set up. For eStore orders, this process usually occurs
within a few minutes of the sale, although it can take up to
several hours especially for sales made outside of our normal
business hours.
3. Upon receipt of the confirmation e-mail,
the purchaser selects the Purchase/Register menu option within
the product purchased, and clicks the "Request License"
button. This causes an e-mail message to be sent to the TeamScope
licensing server.
4. The TeamScope licensing server
validates the license request, and if successful, generates a
license key and e-mails it back to the requester.
5. When the requesting user receives the
e-mail containing the license, the user highlights this license
e-mail so that it is the selected item in the Outlook view, and
then presses the "Record License" on the same
Purchase/Register dialog as above. This writes the license
information to the user's Windows registry.
Note: If you click "Request License" and do
not receive a response e-mail within a few minutes, then most
likely the response was blocked by a spam or virus filter at
your end. With the growth of spam and spam filtering, we
are seeing an increasing number of these blocking issues.
Please be sure to check your spam/virus filter(s) before contacting
TeamScope about a missing license e-mail.
Obtaining Licenses for Additional
PCs:
As mentioned above, if a person uses multiple PCs and logs
into Outlook on each machine as the same username, then that
person's license can be applied to all of the person's PCs. If
the TeamScope licensing server receives a license
request for an existing license, it simply re-sends
that person's license. In this way, the same person can request
licenses for multiple machines, or can replace a license on a
damaged machine.
Reusing a License Slot:
Should a licensed user leave their company, or for other
reasons no longer need a license for the product, an e-mail can be
sent to
TeamScope
Sales requesting that the user's name be removed from their
company's licensed users list. This then "frees up his/her slot"
and returns it to the license pool so that another user can request
and obtain a license in his/her place.
Outlook Extensions Library licensing:
This product is licensed on a per-developer basis within an
organization. Once one or more developer copies are purchased, a
license file is supplied which allows any/all users within that
Exchange Organization name to use Outlook forms which have been
Extensions Library-enabled.
