Releases

Details of releases

4.4.5 - TBC

• Speed up Appt/Task screen opening with the web picker integration turned on
• (Bug) - fix for Task CRM data not being set
• (Bug) - removed arrow in Outlook screens as CRM popups not supported in this mode
• UNC paths for Library support added
• Speed improvement on Outlook list screens

4.4 - 2nd Feb 2016 - Primary change is new UI

• Modern UI change
• Outlook - search defaults. Now the first item in the SearchEntities setting is the default option

 EG
             <add key="SearchEntities" value="Cases,Company,Person,Lead,Opportunity"/>

• (fix) - outlook same window reply mode causes issue
• New Option - Auto open side bar if email is tagged (off by default)-client side option
• New Option - Auto open new menus on mouse over (off by default)-client side option
• Parse search to use CC'd people also
• Highlight when a tag has been used - yellow line appear on top of display
• Highlight when a sticky is set - blue line appear on top of display
• Attach Global documents from outlook mail pane
• Select attachments to save (previously the system would just save all)
• Save Attachment filter on size - allows you to auto check depending on the file size and so reduce saving signature images
• Icons for 7.3 updated in CRM screens
• Speed if filing of emails
• Silent install now also requires switch /SUPPRESSMSGBOXES

 EG
      SetupAcceleratorOutlookAddin.exe IISAutoLogon=N /http://crm.yourserver.com/crm/eware.dll/go /silent /SUPPRESSMSGBOXES

4.3.2 - 28th Oct 2015 - Primary changes for IIS Auto Logon sites

• NEW Server config option 'UseIISAutoLogon'

E.G to turn on

 <add key="UseIISAutoLogon" value="Y" />

• NEW Server config options 'UseIISAutoLogonGlobalPassword' and 'IISAutoLogonGlobalPassword'

E.G Flag to use a global password set here in the settings=typically with IIS auto logon the password is blank in CRM though

   <add key="UseIISAutoLogonGlobalPassword" value="Y"/>
   <add key="IISAutoLogonGlobalPassword" value=""/>

• New option on silent install 'IISAutoLogon=Y'

E.G

   SetupAcceleratorOutlookAddin.exe IISAutoLogon=Y /http://crm.yourserver.com/crm/eware.dll/go /silent

• Note: With IIS Auto Logon All users in the system should have their password set to blank

     update users set user_password = NULL

Ref: https://support.na.sage.com/selfservice/viewContent.do?externalId=39716&sliceId=1

• (fix -from RC2)-Attachments with a plus + sign in them were saving with the wrong name (ie the name without the + in it) and this broke the links. There is also a component available on request to compare the library with the file system and an option to fix these by making copies of the file with the correct name.
• Extra translations added in - metadata part of install required to be run to get these

4.3.0 - 12th August 2015 - Available from the customer365 portal

• NEW LICENSING !! If you are upgrading you need to apply for a new license
• New config option - RespectTerrOnEmailSearch - this affects email matching as it will use the CRM security and only search on the primary email address/Set value to Y to turn on - off otherwise

      <add key="RespectTerrOnEmailSearch" value="N"/>

• Optional custom ordering for the item listing (Cases,opportunity, communication and person lists)
• New config option - Optional way of customising the tagging so different companies with Accelerator dont clash on tags

      <add key="tagPrefixSuffix" value="Ref:#,#" />

• Parse the email from the body instead of the matching email - Allows processing of website emails with leads coming from the same internal email address
• Disable Mail Merge date conversions - option to turn off any conversion of any crm date/datetime fields for mail merge - set value to Y to turn on

      <add key="DisableMailMergeDateConversions" value="N"/>

• (fix)Webpicker freed script error - When selecting a company and searching on a person when we get one result an error was shown. All javascript errors on this screen suppressed
• Back button on NEW Entity screens now available
• Sage CRM 7.3 full support added (7.1 and 7.2 still supported) - Metadata re-install required for upgrades
• Metadata installer auto detects if entities are used (prior to this the user was asked)
• (fix)-improved speed of email merge from email templates
• Outlook add on install prompts to install for All Users or just current user
• File Email dialog now allows subject to be edited
• File Email dialog now has option to file attachments to and with email
• Sticky button - New feature that turns off the change event and allows you to manage a record and mails without having to tag and re-find
• Hyperlink from comms list - works only when IE is open and CRM logged into
• History button added to Details tab in outlook
• Outlook add in install renamed to SetupAcceleratorOutlookAddin.exe
• IE add in install renamed to SetupAcceleratorIEAddin.exe
• Outlook silent (unattended) install option

 EG from command line
 SetupAcceleratorOutlookAddin.exe /http://crm.yourserver.com/crm/eware.dll/go /silent

• IE silent (unattended) install option

 EG from command line
 SetupAcceleratorIEAddin.exe /silent

• New option to ignore certain domains (comma separated) - global setting - result is that the change event does not trigger for these domains and not search is done on CRM

   EG
       <add key="TotalIgnoreDomains" value="@hotmail.com,@gmail.com,@yahoo.com" />

• Grid colors changed to reflect new CRM colours
• Outlook - Grids will now display all fields set in the options (instead of just the first one)
• Outlook - Added in Context (Key) info to NEW screens to allow scripting "GetContextInfo" to work
• Outlook (fix) - Ability to set/create the CRM details in an existing meeting without having to change Outlook details
• Server install merge ability of web.config file(s) using KDiff. With the server install now we ship KDiff and now the final step of an install/upgrade is to compare any settings changed previously so you can compare and merge into your new web.config. Previously you would have to do this manually after the upgrade (if there were changes).

4.2.2 - Jan 15 (Release Date - January 15th 2015)

Changes/Fixes

• Customise people list screen (see Outlook_Customization for details]
• Improved phone number parsing (see Phone number parsing for details)
• Option to prompt for password if incorrect (see Accelerator_User_Settings for details)
• Option to control time that errors are displayed (default is 3 seconds)
• Option to control time before system searches CRM for details (default is 2 seconds)
• (fix) Date/Datetime fields now working from outlook screens
• (fix) IE protected mode download merge data option fixed
• (fix) Backspace issue resolved in outlook screens
• (fix) Saving attachment with "Make subject save default" checked is not setting the notes to be the subject
• (fix) tagging not working for subject with single hash in it
• Codes added to error messages
• New simpler setup for Outlook add in
• (fix) Outlook-On validation error details populated from email being overwritten.
• (fix) Sage 200 integration SQL update

4.2.0 - Oct 2014

Changes/Fixes

• (fix) IE Protected mode changes for Merge and vCard download
• Save as Sent added back into system (Outlook needs to be restarted for this to take affect)
• comp_librarydir set if blank
• (fix)Old Appt/Task update breaking link
• (fix)Outlook to CRM webpicker mode fix
• (fix)“Make subject save default” not working for mails being sent
• Ability to view people list from company
• Improved navigation
• (fix) SQL errors in log file
• Mail Merge Naming Behavior - file name now used
• Install Messages for .Net 4.0 requirement
• (fix)CRM7.2 display issues
• Improved custom entity support ie IE toolbar (up to 9 now possible)
• Outlook - removed Save as Template option
• Outlook - case creation has option for tracking now (setting case_CreateTrackingNote)
• Save buttons hides when clicked from Outlook
• Mail Merge character fixes
• (fix)IE toolbar - My team (deleted users being used and not filtered out)
• (fix)IE toolbar, edit document via crm grays out bar
• Extended User License list in admin area
• IE toolbar search result count defaults to 10 now