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  Please note that OutlookCRM is now TeamScope CRM: the same great product with a new name! 

The following TeamScope product FAQ's are available:
 
Most Popular FAQs
FAQ's by product

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TeamScope CRM

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.
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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.
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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.
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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.
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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.

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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.

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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.
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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.
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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.
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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.
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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'.
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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 Dashboard
Should 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'):
Outlook 2000/2002 Activity Dashboard
Outlook 2000/2002 Sales Funnel Dashboard
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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
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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 
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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.
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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.
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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.
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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.

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TeamWork Workflow
 
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..
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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.
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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.
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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.

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DataLink for Outlook
 
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.
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 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.
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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]).

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Updater for Outlook
 
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.
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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.

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Extensions Library for Outlook
 
Q: 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.
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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.
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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.
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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.
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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.)
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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.
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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.

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Contacts Scrubber for Outlook
 
Q: I am running the free version of Contacts Scrubber to evaluate whether to purchase the full version. But I have more than 100 contacts and Contacts Scrubber tells me the free version can only process a maximum of 100 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 100 of your items. To do this, click the "Change Settings" button on the main Contacts Scrubber screen. In the Settings 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 100 items) as the ending value. If you have several thousand Contacts, you can also use more than one character in the limit values, for example "Ae" as the upper limit and "Am" as the lower limit in order to process less than 100 Contacts.

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General Topics
 
Q: 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:
  • If you are running Outlook 2003, download our Outlook Registry Fixer utility and execute it on your computer; then try running the application that generated the error message again.
  • If the above step does not allow the application to run (or if you are not running Outlook 2003), go to the "Help" menu in Outlook and select the "Detect and Repair" option. Then try running the application that caused the error again.
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).
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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:
  1. Click the Windows Start button, then select Control Panel.
  2. Double-click Internet Options. If you do not see Internet Options, select Network and Internet Connections, then Internet Options.
  3. Click the Programs tab.
  4. Choose Microsoft Outlook in the E-mail drop menu.
  5. 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.)
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Q: Unlike previous releases of Outlook, when using Outlook 2007, 2010 or Outlook 2013 I cannot get Outlook hyperlinks,  hyperlinks that start with "outlook:", to work in any application other than Outlook.  How can I get Outlook hyperlinks to work outside of Outlook 2007/2010/2013?
A:  Unlike previous versions of Outlook, by default Outlook 2007, 2010 and 2013 hyperlinks do not work in applications other than Outlook. This is due to Microsoft not officially supporting the Outlook URL protocol as explained here:

 

http://support.microsoft.com/default.aspx?scid=kb;EN-US;929590

The Outlook protocol no longer works outside Outlook

The Outlook protocol (Outlook://) has been changed. This protocol will only work when you use it in Outlook. You can use this protocol on a folder home page, on the Web toolbar, or in the body of an Outlook item.

Note Outlook does not automatically recognize the Outlook protocol when you type the protocol in the body of any item. However, the protocol works if you set it as a hyperlink.

 

Unlike previous versions of Office, the Office 2007/2010/2013 installer does not register Outlook to a URL protocol, but it turns out that Outlook 2007/2010/2013 still supports this feature, but in order to do so requires the user to define a URL protocol in the Windows Registry. 

To assist you in registering Microsoft Outlook to a URL Protocol, we have created a document with step-by-step instructions and a registry file:

 

http://www.teamscope.com/dloads/docs/Registering Microsoft Outlook to a URL Protocol.zip

 

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Q: What is the difference between an Outlook EntryID and a GUID (Globally Unique IDentifier)?

 

A: Technically the identifier used in Outlook is called an EntryID and is not a GUID. In particular, an Outlook EntryID changes whenever an Outlook Item is moved to a different folder either manually by the user, when an item is deleted or when a rule is applied. To compensate for this Outlook "feature", our TeamScope CRM product stores a BackupID value in each item and uses that value to restore EntryIDs when items move, are recovered from the Deleted Items folder or a user has to move to a new Exchange server. For more technical information on this subject, please refer to http://www.outlookcode.com/article.aspx?id=19.

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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:
  1. Using Windows Explorer, locate the CHM file that you downloaded.
  2. Right-click on the file to call up its context menu; then click Properties on that menu.
  3. On the General tab, click the Unblock button.
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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: 
  1. Select Actions from the top Outlook menu bar, then select Junk E-mail, followed by Junk E-mail Options.
  2. Select the Safe Senders tab, then click Add.
  3. Type @teamscope.com and click OK.
  4. Click OK.
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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.
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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.
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Q: How do I request and register a new license?
A: As described in the previous section, the workstation license approach is one where each individual user of a TeamScope product requests a license key from the TeamScope License Server and records this license on their workstation. Below are the steps you would use to request and record a workstation license.  In addition there is a document with screen shots here. 

 

Note that TeamScope CRM supports an additional licensing approach known as Limited Organization-wide (LO) licensing which is discussed in the TeamScope CRM Administration Guide under Licensing.

 

Step 1: Open the Help menu and click on the Purchase/Register option in the Help menu.

 

Step 2: Press the Request New License button.

 

Step 3:  After a few minutes you will receive an e-mail containing the requested license key.  Please select this e-mail in your Outlook Inbox.

 

Step 4: Switch back to the TeamScope product and press the Record License button on the Purchase/Register dialog.

 

Step 5: You should receive a confirmation message indicating that your new license key has been registered.

  

Step 6: Press the Close button and restart your product for full functionality.