Recent changes for Contact Plus Professional
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* Changes to Contact Plus Professional Version 4.1.3
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1) Fixed the version check so it would correctly check on 4.1.3 rather
than on 4.13
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* Changes to Contact Plus Professional Version 4.1.2
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1) Changed the Ctrl+Alt+Q key combination for quickly searching
on phone numbers to Ctrl+Shift+Q to accommodate Turkish keyboards.
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* Changes to Contact Plus Professional Version 4.1.1
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1) A new option in the Global Word Processing settings has been added
which will enable you to turn ON or OFF the new .DOCX extension if you're
a WORD user.
2) The temporary .DBF and .DBT files that are created when doing a mail merge
are now matched up to the name of the document/form letter (for WORD
users)
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* Changes to Contact Plus Professional Version 4.1
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1) New .docx files are supported when doing mail/merge operations.
This is especially good for Word 2007/2010 users. The FRM letters
can be named ending with a .docx rather than .frm
2) Added an event date range filter for the Contact Profile - accessible from
clicking on the File menu, Print Contact Profile. So when you're
printing new Profile reports you can select to see only those
events within say the last month rather than being force to see
all events on this particular report.
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* Changes to Contact Plus Professional Version 4.0.3
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1) Better support for WordPerfect X5.
2) When doing the envelopes for the marketing plan - some steps were
not being marked as DONE. This has been fixed.
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* Changes to Contact Plus Professional Version 4.0.2
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1) The quick LAUNCH button has been fixed. This function is not used
very often. Click F11 on the 3rd toolbar and you'll see an icon of
a jet plane. The launch button enables you to launch other programs
with parameters passed from CPPRO.
2) When retrieving email via GMAIL the password function was not
being saved properly
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* Changes to Contact Plus Professional Version 4.0.1
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1) Added 5 more email fields per contact. You now have 8 email fields
available. If on a network, make sure to update ALL users
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* Changes to Contact Plus Professional Version 3.9.8.5
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1) Minor glitch fixed when adding new contacts using the QUICK NEW CONTACT
feature under the Edit Menu. A user noticed that pressing TAB when
going from field to field would overwrite good data with bad. It's working properly
now. Also added the ALT+M for memorize and ALT+R for recall in the
Quick New Contact screen.
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* Changes to Contact Plus Professional Version 3.9.8.4
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1) Minor glitch fixed when scheduling TODOs via the marketing plan.
The TODOs that were scheduled for a weekend would not move forward
to Monday or backwards to the prior Friday.
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* Changes to Contact Plus Professional Version 3.9.8.3
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1) Added TODAY and LONGTODAY to the Word2007 mail/merge interface.
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* Changes to Contact Plus Professional Version 3.9.8.2
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1) You can now insert related contacts directly into an email message,
F7 note, reminder, description. This is very handy for those who need
to send the related contacts to other contacts. See the video tutorial
on the updates area of the website.
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* Changes to Contact Plus Professional Version 3.9.8.1
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1) The abbreviation function now can handle multiple lines of input.
We've also created a new video tutorial on abbreviations - check out
the video at http://www.contactplus.com/pro/videos
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* Changes to Contact Plus Professional Version 3.9.8.0
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1) If you change the colors on the Chart tab they will now be saved
between sessions. Also the checkboxes for which events to chart will
be saved between sessions on a per user basis.
2) The new contact chart tab will display 12 months into the
future rather than just the present.
3) The user defined date fields now properly display a popup calendar.
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* Changes to Contact Plus Professional Version 3.9.7.9
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1) Added a NEW CHART tab on the main screen. View your contact's
history in a handsome 3d bar chart while browsing through your contacts.
2) The Browse Marked Contacts window enables you to sort the marked contacts
by last name, first name and company name and single clicking will display
the marked contact.
3) Added a new Event Chart (by Year) and Sales Chart (by Year). These two
charts give you a year by year total in the number of events and/or sales
for your database. The event chart is accessible by pressing the F4 VIEW
EVENTS button followed by right clicking on the ALL EVENTS tab. The sales
chart can be accessed by pressing F4 VIEW EVENTS followed by right clicking
on the SALES tab.
4) Fixed numeric fields 1 - 4 so that they do not display the ".00" decimal
places.
5) The email attachments prompts now respond to double clicking when wishing to
add an external file to an email attachment.
6) The left/right arrow keys on the month popup were not working for the user
defined date fields 1 - 16. This was true for Windows 7 users. This has been
fixed.
7) Support for WordPerfect X5.
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* Changes to Contact Plus Professional Version 3.9.7.8
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1) Fixed a warning message glitch when syncing the calendar with Outlook.
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* Changes to Contact Plus Professional Version 3.9.7.7
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1) A new COLOR EVENTS ability to have certain events pop out at you
on screen. This is per user per machine so each user can customize.
We have a video tutorial on this new function on the updates website.
2) Changed the double click behavior on edit fields as it was not
a windows standard. If you want the quick pick, use the Ctrl button PLUS the
double click. The normal double click will highlight a word as is
expected in other windows apps.
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* Changes to Contact Plus Professional Version 3.9.7.6
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1) The columns on the events tab, plan tab and related tab were not retaining
the column sizes between sessions. This has been fixed.
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* Changes to Contact Plus Professional Version 3.9.7.5
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1) If you are using the network version and the last person on AND
you have the option to "Attempt to backup on exit" set then the backup
program will automatically start to run when exiting CPPRO. Single
users with the same option set will also see the backup program
automatically run on exit.
If you have disabled the option to automatically remind you of a backup
on exit you can reset this by clicking on the File menu, Administrative
options, Reset Backup Warning Options.
We encourage you to have this set so that you are reminded to make regular
data backups at least on a hard drive.
2) On the EVENTS TAB of the main screen you'll now see totals under the
SUMMARY and MEMO column. The totals will display the total number of events
notes, letters, calls, todos, meetings, quotes and sales.
3) When opening up a database the totals will appear at the bottom of the
Open Database window. Also this window is now resizable and will remember
the size between sessions. The number of marked records is shown at the
bottom.
4) The HOT/COLD indicator that appears at the upper left of the screen now
has the +3, +2, +1, -1, -2, -3 indicators clearly marked rather than simply
hash marks.
5) The age of the contact is now displayed in weeks, months and years rather
than in just total number of days. This appears in the upper left portion of
the main screen.
6) You now cannot delete the current open database nor the last database in the
system.
7) You can now RETRIEVE email through GMAIL. There is a new setting under
the retrieve email menu that enables you to setup a GMAIL account for incoming
email.
8) There is a new BUTTON COLORS under the Setup menu, Screen, SCREEN APPEARANCE tab.
You can change the appearance of the buttons as well as make the command buttons
transparent.
9) Added a new MARK ALL button on the main screen in the lower right hand corner.
You can easily mark the contacts, unmark them and navigate marked contacts using
this button.
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* Changes to Contact Plus Professional Version 3.9.7.3
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1) If you are using the Word2007 interface for generating letters, you
no longer have to exit Word before merging a new letter or editing an
existing form template letter. Thus now you can multiple WORD windows
up at the same time.
2) Added the USER ID to the generated letter name - this is a great
feature for Smart Merge users who have more than one person generating
letters to the same company/person in the field and wish to maintain
unique letter names.
3) The email1 field is duplicated on the upper portion of the main screen
so you can see the email address no matter what tab is visible.
4) Added the ability to swap phone numbers around on the phone tab.
5) Updated the Microsoft Live maps to reflect the new search
engine BING. Click on Activities menu, Display Map menu to see.k
6) Updated the status buttons hints on the upper left portion of the
main screen which tell the age of the contact, the quantity and
last notes, the last sale, scheduled todo, schedule meeting, etc.
Pause the mouse cursor over the status buttons to see the updated hints.
7) Added the ability to mark all contacts who are "neutral" in their
hot/cold status. See the Setup menu, Global, Hot Cold Colors menu.
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* Changes to Contact Plus Professional Version 3.9.7.2
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1) Updated the secman.dll file which is used when accessing Outlook so
as to prevent the security popups from being displayed which can be
quite annoying.
2) Updated the buttons on the Related Tab for the contacts.
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* Changes to Contact Plus Professional Version 3.9.7.1
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1) Version 3.9.7 introduced a bug in the email template. Email templates
could not be edited. They can now be edited.
2) Fixed a bug where launching to external programs would ring the bell.
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* Changes to Contact Plus Professional Version 3.9.7
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1) The buttons throughout the program have been given a more modern "glow"
type of affect which make it a bit easier to learn the software as the buttons
are more obvious.
2) Updated the profile report to include more information from the RELATED tab.
3) Fixed a bug when doing data entry the first and second character typed would
get swapped when typing in quickly and making an initial change to a contact
record. Didn't affect new contact records - just existing ones.
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* Changes to Contact Plus Professional Version 3.9.6.5
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1) There is now a new option to save the subject and body when composing
a new email message. Click on the MORE button followed by "Save temporary
copy of Subject/Body". The subject line and body will be saved temporarily
and can be recovered by clicking on the MORE button followed by "Load
temporary copy of Subject/Body".
2) The RELATED tab now includes the address, city, phone1, and email1 fields
for related contacts.
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* Changes to Contact Plus Professional Version 3.9.6.4
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1) The Email Templates for sending an email message can now store up to
10 attachments per email template instead of just a single attachment.
This works for sending out individual email messages or a large bunch of
email messages to your entire database. Note this enhancement does not apply
to email templates for the marketing assistant.
2) Updated the interactive duplicate checking ability (see Setup menu,
Screen, Duplicate Checking) to make it more precise. Now it will discard
more street suffixes (boul, blvd, boulevard, drive, dr, etc) when matching
on the address 1 field.
3) Added TheWeatherChannel weather.com to the ability to check the weather
at a (see Activities menu, Display Weather menu)
4) Fixed problem with the marketing assistant using Outlook formatted
email and line breaks in the resulting email messages.
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* Changes to Contact Plus Professional Version 3.9.6.3
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1) From the Send Email screen added a new MORE button that enables you
to bring up the F7 Notes and Events for the contact you are trying to
send a message to.
2) Added an EXACT MATCH option when searching for an email address or
a phone number. The search will be instantaneous.
3) Fixed the Dates Search screen so selecting multiple dates works
properly. Also the resulting grid of dates can be sent to an HTML file.
4) Use Ctrl + Alt + C to compare 2 contacts side by side. Improved the
interface to the side by side comparison to make it easier to use.
5) Put in a combobox into the Generated Letters Screen and Form Template
screen if you find you're in a situation where these paths change say
using smart merge - it will be handy.
6) Added a new option for including your user ID in the generated letter
name when creating new individual mail/merge letters. This option will
help smart merge users in individualizing their generated letters.
7) F7 notes now saves the splitter position between sessions per request.
8) The Save Set of Marked contacts now saves the number of marked contacts
in the description
9) Added 'dear', 'title', 'honor', 'assistant', and 'country' to the side
by side comparison screen.
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* Changes to Contact Plus Professional Version 3.9.6.2
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1) The reports now correctly remember what report/tab you were on
between printing reports so that you don't have to keep clicking on
the classic reports if that's the last tab you used.
2) The change in 3.9.6.1 inadvertently saved the
tokens in the
history of the email. This has been corrected.
3) The spacing of the categories on the main Category Tab have been
spread out to accommodate larger screen resolutions.
4) When sending an individual email with an attachment the history
would record "1 attachment" rather than "Att: " followed by the filename
of the attachment.
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* Changes to Contact Plus Professional Version 3.9.6.1
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1) The calendar export from CPPRO to Outlook was not correctly setting
the Private flag within Outlook. This has been fixed.
2) When sending an email through Outlook and using the HTML option, the
line breaks were being ignored due to the lack of a
token within
the email letter. This has been fixed. Carriage returns/NL chars now
work properly.
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* Changes to Contact Plus Professional Version 3.9.6.0
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1) Major Report Builder option. The old Report Plus product is obsolete
and cannot be purchased. This new Report Builder enables you to visually
change the fonts, colors and quickly build new reports using a wizard.
The fields can be placed anywhere on the screen. We have a new set
of video tutorials designed for the new Report Builder.
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* Changes to Contact Plus Professional Version 3.9.5.5
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1) WordPerfect X4 now works with Contact Plus Professional
2) When using date formats of 15-Sep-08 the event repeat was not working. This
has been fixed.
3) The currency symbol for sales, quotes and currency fields was not being adjusted
to the Windows currency symbol (see control panel, regional settings). This has
been fixed.
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* Changes to Contact Plus Professional Version 3.9.5.4
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1) Yet another glitch in the new outlook/mapi send email option affecting
3.9.5.3 was fixed.
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* Changes to Contact Plus Professional Version 3.9.5.3
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1) A glitch in the new outlook/mapi send email option affecting
3.9.5.2 was fixed.
2)When selecting email attachments the open dialog box was not remembering
the previous folder. It now will go back to the prior folder used
when selecting email attachments.
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* Changes to Contact Plus Professional Version 3.9.5.2
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1) New Outlook email option for sending email. Use this option rather
than the MAPI option to send out html email. The body of the message will
be in html format rather than in plain text if you set that option.
2)Fixed printing of single events - the date was not being
printed. The print command is available by clicking on the
MORE button on an event or note.
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* Changes to Contact Plus Professional Version 3.9.5
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1) Added a new option under the Setup menu, Global, Alarm Settings. There
is a checkbox that will enable you to turn off the conflict checking
when scheduling new events. Normally if turned on you'll get a warning
message if two or more events overlap on the same date/time. Turn the
warning messages off here.
2) The datechanged/timechanged field is updated when running the internal
import routine - File menu, Import. The date/time field can then be used
to further filter all of those contacts that have been
imported/updated with new information.
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* Changes to Contact Plus Professional Version 3.9.4
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1) Added new envelope sizes - can now do size #6, #9, #10,
#11, #12, #14, Monarch and DL.
2) In the envelope printing section, can now adjust both the return
address AND the recipient address blocks by moving them right and down
if needed.
3) The DEAR and ASSISTANT field now have dropdown comboboxes associated
with them as some of our users are using these fields for different
purposes.
4) Added a new {{LongTodayNoDay}} merge code. This code will format today's
date WITHOUT the day of the week appearing:
{{LongToday}} formats as "Wednesday, January 22, 2008"
{{LongTodayNoDay}} formats as "January 22, 2008"
Also added 2 new codes for merging your name and title in a signature.
The name code is {{YourName}} and your title code is {{YourTitle}}.
Your name and title used for the signature appear in the User
Preferences screen, Biographical tab. This screen is access by clicking
on the File menu, Administrative options, User Preferences.
These new codes will NOT appear in the menus of WordPerfect or
pre-2007 version of Word. However, even though the new codes won't
appear, they can still be typed into your template document manually.
For Word2007 users, the codes WILL appear in the merge field selection window.
5) Added a CLONE menu item to both the Events and Notes screen. This option will
come up when clicking on the MORE button on both the events and notes. You will
be able to clone a copy of the current event (call, letter, meeting, etc) or note.
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* Changes to Contact Plus Professional Version 3.9.3
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1) Support for sending an html webpage either on the internet or on
your C drive. Simply use the @ symbol to include your webpage
in an email which includes graphics. See the video tutorial
on this new feature.
2) Can send email using GMAIL - also see the video tutorial on this
3) The F2 calendar has been updated to include durations of events
on weekly/monthly calendars and will now synchronize the current date
between the month, week, day calendars when switching between calendar
views.
4) Includes a new checkbox on dialing the phone - need to check it if
you want the dialer to hangup when you click OK after initially
dialing the phone.
5) If using big fonts (over 12 points) the screen will be drawn
properly so the fields should no longer overlap on the main page.
6) Increased the size of the Alarms window.
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* Changes to Contact Plus Professional Version 3.9.2
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1) The phone does not hang up when dialing using TAPI dialer. This
was cutting off the phone call during the call.
2) Added a GoTo Last Contact Viewed using Ctrl+Alt+L or under the
Query, Goto, Last contact viewed menu.
3) Added a NOTES option under the MORE button on the Events screen.
This will bring up the F7 notes window for the current contact.
4) Added an Events option under the MORE button on the NOTES. Like
the change in (3) this will bring up the F7 Notes for the current
contact.
5) Changed the summary column to a notes column in F7 notes on the
grid that appears on the left. When moving the mouse over
the NOTES column you'll get a bigger picture of what the
actual note is about by simply the first line.
6) Added a memo column on the grid that appears on the left in
the Events so that you can cursor over the MEMO without clicking
on the actual event. This will show a floating hint window that
will give you a better picture of the event without actually
having to click on the event.
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* Changes to Contact Plus Professional Version 3.9.1
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1) Now handles Word2007 correctly. This also applies to older versions of Word.
Now using COM rather than DDE to communicate which means
no security or tmpDDE problems with the cppro.dot macro
files anymore. There is a video tutorial that outlines these
changes on the website.
2) Added a Summary column in the F7 Notes grid. The summary column
really is just the 1st line of the F7 notes text put into a
single field.
3) Fixed the issue with the Sales and Quotes not correctly
updating the Summary field of the event.
4) The calculator fields work better as the edit cursor does
not disappear when clicking into the numeric / money fields.
5) Now using the cppro.chm file which is an updated help file that
can be viewed in Windows Vista.
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* Changes to Contact Plus Professional Version 3.9.0
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1) Fixed issue with negative numbers in the MONEY report
2) Outlook export - too many records were being exported. This wasn't
harmful to the Outlook export process but simply caused the sync process
between Outlook and the handheld to take longer than necessary.
3) Fixed issue with selecting a TAPI device for phone dialing.
4) Now better accommodates LARGE WINDOWS fonts - text does not get
truncated if using the LARGE fonts.
5) The first 4 numeric fields (1 - 4) are now INTEGER fields
while the last 4 numeric fields (5 - 8) are now
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* Changes to Contact Plus Professional Version 3.8.9
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1) Outlook sync failed on certain calendars. This has been fixed.
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* Changes to Contact Plus Professional Version 3.8.8
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1) New look of buttons and controls for more of a Windows XP
look rather than the chiseled look of Windows 98
2) Can now print multiple envelopes. There is a PRINT ALL button
on the Envelope Printing screen.
3) Better fault tolerance for users who do not have the Dymo label
writer installed.
4) Fewer issues with paradox.lck, pdoxusrs.lck files. These
are now automatically deleted on startup - thus minimizing error
messages related to paradox net/lck files.
5) Profile report and main reports now can output to RTF, PDF and
HTML formats. There is a new screen that gives you the ability to
save the report to a file. The new Report Save screen has PDF -
Adobe Acrobat, RTF - Word format or HTML which is for the web.
6) There is a LOCATE button located to the right of the navigation
buttons on the F7 Notes and F5 Reminder screens that enable you to
quickly locate a word or phrase in the note or description section
of the event.
7) Updated built-in word processor will give you a better preview of
mail merge. New built-in word processor has Zoom commands to preview
thumbnails, dual pages, etc.
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* Changes to Contact Plus Professional Version 3.8.7
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1) In the F7 Quick Letter or Mail/Merge function you'll now see
the option of selecting the Built-In word Processor to generate
a new letter. This feature really enables a user to quickly
generate a custom contact report using the built-in WP without
having to switch back and forth on the Global, Setup screen.
2) The makeuser program now clears out the userson table when deleting
a user from the system.
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* Changes to Contact Plus Professional Version 3.8.6
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1) Added a new Outlook Import button to import into the
current open database or ALL databases. This enables you to
import a restricted set of contacts into the current database.
2) Fixed an issue where the Outlook import would create duplicate
contacts in certain cases. This generally occured when switching
to a new machine.
3) Updated the Help file to fix phone number references.
4) Updated the Outlook Results window to give better more meaningful
results when doing the Import from Outlook operation.
5) The Outlook Security module now works with Office 2007 in preventing
the security messages from coming up when sending email or interfacing
with Outlook.
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* Changes to Contact Plus Professional Version 3.8.5
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1) The tab title text color for the following tabs: Description,
Events, Plan and Related all will turn Red rather than Black
if that particular tab is not empty and you're not currently
viewing that tab. For example if the contact has no events
the title EVENTS on the top of the tab will appear in black.
If the contact has events and you're not currently viewing
the event tab, the tab title "EVENTS" will turn red.
2) There is a new Setup, Global, Hot/Cold menu item. This
new menu item enables you to change the color of the Hot/Cold
indicator. Older versions simply changed the color from
dark blue to bright red. You now can change them to any color.
Also the color can apply to the entire top of the biographical
area of the screen giving you a better visual clue as to the
nature of the Hot/Cold status.
Contacts that are in any particular status can be marked from the
Hot/Cold status setup screen.
3) The Help, Tech Support menu now launches to the Help Desk on the
internet website. The actual page it launches to is :
http://www.contactplus.com/support/faq.htm
4) Updated the BACKUP/RESTORE utility to version 3.8.4. Some users
were complaining that the backup operation on the forms and letters
was giving error messages.
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* Changes to Contact Plus Professional Version 3.8.4
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1) Reinstated dbl click for the note portion of a call, reminder,
note to bring up the quick pick.
2) The Skype interface now uses the Skype DLL COM interface which
should work flawlessly now. Sorry but this has been a moving
target.
3) There is an option now to turn off the ability to disable the
Outlook warning messages that was introduced into version 3.8.1.
This function is available in the Mail Setup screen.
4) The dialer and elapsed call timer screen positions can be moved
on screen and will remember the postion of where they were placed last.
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* Changes to Contact Plus Professional Version 3.8.3
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1) Added a popup display for categories when the Category
field is focused. You can easily view the categories when
not on the category tab. Simply click off the category field
and the popup display will disappear.
2) The latest version of Skype does not allow spaces in phone
numbers and this caused CPPRO to not dial out through Skype.
This has been fixed.
3) Updated several of the open/save dialog boxes for Windows XP.
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* Changes to Contact Plus Professional Version 3.8.2
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1) Now supports WordPerfect X3
2) Fix on the latest version of Skype dialer
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* Changes to Contact Plus Professional Version 3.8.1
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1) Now eliminates the security message that occurs in Outlook when sending
or receiving email messages. Only affects outlook users.
2) The incoming email function was not closing a message window. This has
been fixed.
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* Changes to Contact Plus Professional Version 3.8.0
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1) New HOT/COLD indicator. A colored slider bar indicates whether
the contact is hot or cold. Can also filter on hot/cold status.
Check out the new video tutorials on this.
2) New COLOR CODED AGE for each contact. A color will be applied to
the contact ages giving you a quick indication of how long it's been
since the client has been contacted. We also have a short video
tutorial available on this subject. Click on Help menu, Video Tutorials.
3) Optimized the CPPRO to Outlook interface so that only those contacts
that are actually changed will be sent to Outlook. This will make the
sync process between your PDA and Outlook go much faster.
4) Timeframe for graphs on sales and events chart now goes to 10 years
versus only 5 years. The sales and events chart can be viewed by right
clicking on any of the history grids (F4 history)
5) UPdated the backup/restore program so you can create the backup folder
while browsing
6) Optimized the Smart Merge output to the merge.db tables. The merge.db
tables should not get so large so quickly. Should also speed up Smart Merge
during the merge operations.
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* Changes to Contact Plus Professional Version 3.7.9
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1) Now has the ability to use TODO's in the marketing plan. This
enables you to setup a sequence of events which can be assigned to
different people. The sequence of events can then be attached to
a contact calendar in one step. Each responsible user will receive
an alarm when the TODO is available. It's a bit different than the
Marketing Plan in that the series of TODO items will all be added
to the calendar in one step rather than having to PERFORM the marketing
plan. Check out the new video tutorial on this subject.
2) Added a new EVENTS field in the Contact Quick View screen. You'll
have to manually add the field if you're an existing user of CPPRO.
Simply right click on the Quick View screen, select to ADD COLUMNS and
add the EVENTS entry (it should be at the bottom of the list). Then drag
the EVENTS column to the very left in front of all other fields. You
will be able to click on the button and see the events within the Quick
View screen. We've setup a tutorial on this at the website.
3) Added a new View Tutorials on the Web menu item under the Help menu.
This will enable you to quickly access the Video Tutorials available on
our website whenever you need some help. Also the Video Tutorials
have been restructured.
4) The event tab on the main screen now has a new MEMO field. Even though
most of the MEMO field will be truncated you can simply position the mouse
cursor over the MEMO field and you'll get a popup hint giving you about 10
lines of the MEMO field. This applies to the notes and events. Check
the Video Tutorial on this new function. The MEMO field and popup has been
also applied to the NOTES tab under the F4 View Events screen.
5) You'll notice that on the F4 View Events screen the events are grouped by
date so that all events sharing the same date will be set apart. The same
is true for the EVENTS TAB on the main screen.
6) On the F9 Contact Quick View screen the company fields have been combined
only when the index is set to COMPANYNAME and ALL CONTACTS are being viewed.
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* Changes to Contact Plus Professional Version 3.7.8
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1) Added the new Venn Diagram or Filter Circles module enabling
you to graphically visualize your filters and groups of contacts.
It's fun and easy to use. Check out the new tutorial.
2) Outputting your contact quick list to an HTML document for viewing
or printing is much better as the columns are resizeable. Simply right
click on the Quick View for contacts and selecting to output the list
of contacts to an HTML document.
3) When adding or updating a note or reminder if you press ESC
to cancel then press ESC again the note or reminder will be lost. This
has been fixed.
4) Slowed down the navigation arrows slightly on the main screen as
some people were complaining that the contacts scrolled
by too fast while clicking on the left/right arrow buttons.
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* Changes to Contact Plus Professional Version 3.7.7
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1) Contact Plus Pro can now dial out using SKYPE. This means very cheap
long distance and international calls. Simply need a headset attached to
your computer and an internet connection. Check out the video tutorial.
===================================================================
* Changes to Contact Plus Professional Version 3.7.6
===================================================================
1) Added a dual elapsed timer that can function in a stand-alone mode. It
will appear under the Activities Menu and enable you to time 2 different
activities at once. If you need more simply start a new timer.
2) Added the F5 button to the notes and description fields. Pressing F5 will
insert the date and time into the note just like Notepad.
3) New incoming Outlook synch events can be imported as TODO's or
MEETINGS's not just TODO's as in prior versions.
4) The checkboxes on the F2 calendar screen have memory. They will remember what
events are checked from session to session.
5) Properly handles address line 2 in the Outlook synchronization module. Prior
versions only imported/exported address line 1.
===================================================================
* Changes to Contact Plus Professional Version 3.7.5
===================================================================
1) Added Your 100 Recent Contacts under the Query Menu. This is a bit
different than the View Last Modified Contacts in that you don't have to
actually modify a contact in order for it to be recent. It will be placed
on the recent list if it's been viewed for at least 10 seconds or more.
2) Added average daily sales totals on the F4 - View Events, Sales Tab.
Right clicking on the grid will give you an option to Count the Events.
The count now includes the daily averages.
3) Fixed the {{codes}} when sending html email messages
4) Added better create folder dialog buttons when setting up the F6
form and generated letter folders.
5) The email and phone databases are now updated properly when importing
from the Outlook interface.
===================================================================
* Changes to Contact Plus Professional Version 3.7.4
===================================================================
1) The spell checking now works on events and history description fields
2) Increased the sizing of the elapsed phone timer and dialer to accommodate
larger fonts
3) The F2 Calendar retains the memory of the ALL USERS setting at the lower
left of the screen.
===================================================================
* Changes to Contact Plus Professional Version 3.7.3
===================================================================
1) The wordwrap function for sending email was not working correctly. Lines
were getting incorrectly wrapped making the email message look unattractive.
Make sure that the Email Setup, Adjust Right Margin option is NOT checked.
2) Fixed bug with retrieve email. The contact name was off by one. Only
affected those using MAPI email.
3) Fixed bug with outputting the phone numbers for a single vcard record
4) Changed profile report to correctly put user11 - user16 fields on one line
by themselves as long fields were overwriting other fields on that report.
5) Updated the Financial Freedom Inventory interface to accommodate version 5
of that software product - see www.mrtec.com
6) Added an SMTP Port number for sending email behind a firewall using SMTP
instead of MAPI
===================================================================
* Changes to Contact Plus Professional Version 3.7.2
===================================================================
1) Added a new checkbox option in the email setup to enable or disable
the word wrap ability when sending text email messages. Only affects
text mail not HTML mail.
2) Fixed a bug when using multiple databases and doing marked filters then
doing a different filter. The database was getting forgotten.
3) The focus on the email and phone search fields is correctly being set to
the search box when first displaying the search screens.
===================================================================
* Changes to Contact Plus Professional Version 3.7.1
===================================================================
1) Bug fix in double clicking on the Monthly calendar events.
Now double clicking will correctly go to the event.
2) Bug fix in the margins when sending an email message. The
right margin was not working properly.
3) Added Mapquest and Google calendars to the Activities menu,
Display Maps menu.
4) You can now sort the results of the F8 search and quick email
and phone search screens by clicking on the top header bar.
===================================================================
* Changes to Contact Plus Professional Version 3.7
===================================================================
1)Bug fix in adding a completed event. This was introduced
in version 3.6.9. Adding a completed event now works.
2) Added a new Display Weather option under the Activities
menu. Launches to the wunderground website and displays the
weather for the current contact works in the US and Canada only).
3) Added a new Display Map option also under the Activities
menu. A map from Mapquest will be displayed of the current
contact (works in the US only).
4) Added a bunch of function keys in the F9 Quick View screen -
F3 will dial, F5 will schedule a new event, F6 - write a letter,
F7 - take a note and F10 will send an email. These function keys
are visible from the new menu that appears at the top of the F9 Quick
View screen.
5) Added the ability to navigate from one marked record to another
marked record in the F9 Quick View screen. Use Ctrl-N to go to the
next marked record and Ctrl-P to go to the prior marked record.
6) Sometimes you want to copy the fields from the current contact to
a new contact without having to set the COPY FIELDS option under the
DATA ENTRY DEFAULTS. If you don't have this option set to prompt you
to copy fields simply press SHIFT while clicking on the ADD button on the
main screen to add a new contact copying the data on screen. You won't
be prompted and the fields will be immediately copied.
===================================================================
***Changes to Contact Plus Professional Version 3.6.9
===================================================================
1) New support for Corel WordPerfect version 12. Two new WP macros were
added - cpinsert12.wpm and cpmerge12.wpm.
===================================================================
***Changes to Contact Plus Professional Version 3.6.8
===================================================================
1) New Daily and Yearly calendar views. The new calendar is accessible by
clicking on the F2 Calendar button from the first toolbar. The calendar is
much more readable as well as much easier to drag and drop events. Please
see the new tutorial at http://www.contactplus.com/pro/videos.htm for more
information on how this works.
===================================================================
***Changes to Contact Plus Professional Version 3.6.7
===================================================================
1) New Abbreviation feature. Type in a few characters, press space or
punctuation and an entire phrase or sentence will be typed out. Please
see the new tutorial at http://www.contactplus.com/pro/videos.htm for more
information on how this works.
2) F4 History - date selection of FUTURE now includes today's date.
3) The Dymo CoStar Label Writer interface has been updated to support COM rather than
DDE. This is a more robust interface. The older version tended to have connection
problems. If you're not currently using the Dymo Labelwriter for printing individual
labels you really need to check one out. We use it here and it saves time when generating
individual shipping labels.
4) The Note Link button saves the folder between sessions.
5) The Outlook interface is more robust. Some customers reported the Contact Import stopping
after a certain number of imported records.
===================================================================
***Changes to Contact Plus Professional Version 3.6.6
===================================================================
1) Now supports HTML outgoing email. You can now send an individual email
formatted with HTML code, multiple emails using HTML and even use the
marketing assistant for HTML code. This allows you to include fonts,
colors, text styles and web page links in your email messages. Note that
this requires you to use SMTP as your mail transport. It will not work with
MAPI at this time.
2) Can now send more than one attachment (both MAPI and SMTP). You can select
multiple files as file attachments when sending email.
3) The Word macro file named CPPRO.DOT can be placed in the local folder where the
CPPRO.EXE file is located. This overcomes some sharing difficulties when using
more than one version of Word in your networking environment.
4) Fixed apparent lockups occuring when using IO mail and the WYWG messages in a networking
environment. The notification of the new mail or message was interfering with
any window that was currently visible (i.e. the F7 notes screen) which made it to
appear as though the program was locked up.
===================================================================
***Changes to Contact Plus Professional Version 3.6.5.3
===================================================================
1) The Outlook/Palm Pilot/Pocket PC interface has now been released. Now
Contact Plus Professional can interface with PDA's through Outlook.
2) The Date Search function has been fixed. It was erroneously ignoring
the check boxes.
3) The F8 Search function was not allowing you to go to a contact record
after displaying the list of found contacts the second time around.
4) A new import function has been added to CPPRO. The new import function
can import comma-delimited, tab delimited, Dbase formats and does not force
you to kick others off the system.
5) The tabs can be now be colored (on a per user basis). See the Setup Menu, Global options.
6) The TITLE field will appear in the RELATE TAB for each contact.
7) A glitch with entering the date on the marketing assistant has been fixed.
===================================================================
***Changes to Contact Plus Professional Version 3.6.5.1
===================================================================
1) Some users were experiencing Access Violations when exiting CPPRO. THis
was related to saving a value in the registry. It now works properly.
The password for 3.6.5.1 is the same as 3.6.5
===================================================================
***Changes to Contact Plus Professional Version 3.6.5
===================================================================
1) The new addition of the RELATED tab on the main screen. The
RELATED tab enables you to relate or connect contacts to each other.
There are an unlimited number of relations per contact. See the
video tutorial for more explanation.
2) New Menu Icons. The menu look has been spruced up. The new
look will be available for Windows XP and 2000 users only. See
the video tutorial for more explanation.
3) New Area Code maps. Download the Area Code map update and install it
onto your file server or into your CPPRO\DATA folder to get a more
complete and updated view of the US area codes. See the video
tutorial for more information.
===================================================================
***Changes to Contact Plus Professional Version 3.6.4
===================================================================
1) The only change to this version is the support for Corel
WordPerfect 11 for individual mail/merge and mass mailing
merge operations.
===================================================================
***Changes to Contact Plus Professional Version 3.6.3
===================================================================
1) Added the ability to copy either one or all events between
contacts. Simply click on an event for a contact, select the
MORE button and you can now Copy a single event or all events to
a different contact even if the contact is in a different database.
2) Added the same ability to copy events to the F7 notes screen.
Click on the new MORE button and you'll see the option to copy this
note or all notes to the other contact.
3) Right click on the event tab and you'll see an option to delete all
visible events for the particular contact including notes.
4) The version check option will start giving better details as to
the differences between the new versions.
===================================================================
***Changes to Contact Plus Professional Version 3.6.1/3.6.2
===================================================================
NOTE: Version 3.6.1 was released to just a few customers so
most people will be skipping from 3.6.0 to 3.6.2
1)Ctrl-A now does a SELECT ALL on a field on the main screen.
2)The cursor is now positioned at the end of the zipcode after double
clicking on the zip code field. This makes it much easier for the
typing of a dash and a zip + 4.
3)Fixed reported issue when copying new contact fields on
addition where the category field was getting blanked. It is no
longer blanked out.
4) The reminder/events screen can now be resized vertically. This
is especially nice if you have a large monitor and a bunch of events
for a particular contact. We got rid of the 2 small buttons indicating the
size of the event screen.
5) HTML Export of several of the contact and event grids. The new HTML
export allows you to export the current displayed information either
to an HTML file or to the clipboard where you can paste the file into
your HTML Editor or Microsoft Excel. This new feature is accessed by
RIGHT CLICKING on the Contact View List, Events Tab on the main screen.
6) Major overhaul of the way generated letters are stored. Previous
versions would simply store all letters in a folder. With clients who
had many letters this would result in thousands of generated files
being created in a single folder (i.e. \cppro\letters) which slowed
down file access. We fixed this issue by enabling the user
to specify a naming convention where a folder name corresponding to
the letternames would be created:
OLD STYLE (all files stored in one folder)
c:\cppro\letters\SmithJohn001.doc
c:\cppro\letters\SmithJohn002.doc
c:\cppro\letters\JonesBill001.doc
NEW STYLE (files stored in another level):
c:\cppro\letters\SmithJohn\SmithJohn001.doc
c:\cppro\letters\SmithJohn\SmithJohn002.doc
c:\cppro\letters\JonesBill\JonesBill001.doc
The new folders will be created as needed. There is no need for you
to create them manually.
This is an option that must be turned on in order to get it to work. Note
that existing letters created will still work properly and do not have
to be moved into the new directory structure.
SETUP MENU, GLOBAL, WORD PROCESSOR, LETTER FOLDERS TAB and must be turned
on by *each* user.
7) Major overhaul of the backup/restore program. The backup/restore program
had to be modified to accommodate the new letter naming convention. Additionally,
you can now make backups to folders other than the root folder of the drive
selected (i.e. C:\, D:\, etc). Additionally, you can now have a unique name
for each backup file that's created during the backup process.
The name will be uniquely generated and will be in the form
probackYYYYMMDDHHMM.zip
profrmsYYYYMMDDHHMM.zip
So a backup made on September 3rd, 2003 at 9:32 am would be
proback200309030932.zip
IMPORTANT note: This version of the backup program is *not* compatible
with earlier versions therefore in order to restore from an old zip file
you will need to run the prbackupold.exe file located in the CPPRO folder.
8) Cool new feature in the F9 - Quick View screen. If you have the
ALL CONTACTS radio button checked and are sorted by LASTFIRSTNAME then
you can search on *both* the last name and first name. This is especially
handy if you have a bunch of people with the same last name such as SMITH.
Previously you would type in SMITH and the first SMITH would appear. If there
were a bunch of SMITHS you would have to page down to find the proper one.
Now you can simply type in "SMITH" followed by a semi-colon followed by the
first name. Don't put a space around the semi-colon.
Examples:
Smith;J (Will go to the first J with the lastname of Smith ... note there
is not a space around the semi-colon)
Johnson;s (Goes to the first S with the lastname of Johnson)
9) There is a new EVENT REPORT filter on the WHERE field. You can now
select those events with a particular WHERE field.
10) A bunch of MRU (Most Recently Used) controls have been added to various
search menus such as the F8 search, Quick Email Search, Quick Phone Search.
They save a history of what you've searched for in the past.
===================================================================
***Changes to Contact Plus Professional Version 3.6.0
===================================================================
1) The ability to COPY an event from one contact to another.
From the event screen, simply click on the MORE button
and select the option to copy the event to another
contact. A list of all contacts available will be displayed.
Simply select the appropriate contact and the *entire*
event will be copied and will be part of the history of
the other contact. An event can also be copied to a
contact in an entirely different database.
2) The new ability to view contacts and their differences
side by side in a split window within the main program.
To access simply click on the Edit menu, then on the
"Compare contacts side by side" menu item.
The differences between two contacts will be highlighted
and you can transfer the changes between the two. Of
course this also works between contacts in different
databases. We use it in-house when retrieving e-mail for
orders. We can compare our original information with
the information entered by the customer and update.
Generally it will be the email or phone number that's
changed.
3) In the events reports you can now select by more
options. The following four options are available: Blank,
Not Blank, Contains and Not Contains for both the notes
and summary fields. This is for the event reports only.
4) The send email screen can be resized allowing for better
viewing of the outgoing message.
5) The filter screen can also now be resized which shows
more options. Especially handy for larger monitors.
6) The filter screen allows you to select filters based on
USER and DB now.
7) The email template screens can be resized and the
new size settings are stored on a per user basis.
8) You can now organize and change the DB field for
email templates. Previously the email templates were assigned
to a database based on the creation of the email template.
Now, the DB of the email template can be changed so you can
better organize the email templates.
===================================================================
***Changes to Contact Plus Professional Version 3.5.8
===================================================================
1) The EMMA marketing assistant was not properly
transferring smart merge information. This has been
fixed.
2) In EMMA, the user can change the WHO field
when performing the marketing plan in order
to select steps assigned to other users.
===================================================================
***Changes to Contact Plus Professional Version 3.5.7
===================================================================
1) On the network version if the network connection is
lost the user will be prompted with a user friendly message
enabling them to quit and restart. Unfortunately, losing the
network connection is fatal to the workstation and may only
be remedied by restarting the computer and rechecking
the connection.
2) Due to problems with corrupt userdb table, special
attention has been paid to keeping the userdb.db index
files in a sane uncorrupt state.
===================================================================
***Changes to Contact Plus Professional Version 3.5.6
===================================================================
1) Added a new function in EMMA. When viewing the pending
actions, it's now possible to mark the contacts associated with
the pending actions. This is useful if you want to do a special
mail merge on the marked contacts outside of EMMA. Also you
now have the ability to delete the pending actions.
2) Fixed the Launch bitmap so it works for hi-color
===================================================================
***Changes to Contact Plus Professional Version 3.5.5
===================================================================
1) Fixed email signature issue for MAPI and non-MAPI settings.
If the signature exists ... then use it.
2) Fixed issue where doing mailing labels with marked records
would NOT record the history. It now records the history properly.
3) Fixed problem of marking records for export then
losing the currency of the database by clicking Open Database.
4) Added a delay option to the send e-mail screen. This works
when doing mass email. There have been cases where your
ISP throttles down the number of email messages that can
be transmitted. The delay simply waits N seconds between
sending each email message which helps to keep your mail
connection to your ISP from aborting. For example, if your
ISP limits you to sending 600 messages per hour you would
need to set the delay to 6 or more seconds which gives you
about 10 messages per minute.
5) Fixed problem of marking a set of contact records for
export, exporting the records then losing the database
currency. It appeared that there were no distinct
databases anymore.
===================================================================
***Changes to Contact Plus Professional Version 3.5.4
===================================================================
1) Updated the method for checking the userpref table for new
alarms including event alarms (internal change only)
2) Updated Generate Web Monthly Calendar on the F2 screen so
that the calendar uses 100% of the width of the browser.
3) Updated mkuser so that it now creates a subdirectory called
backup1 or backup2 under the \cppro\data folder. It copies the
settings.*, userpref.* and userdb.* files into that folder.
On odd days the backup1 folder is used, on even days the
backup2 folder is used. Makes for a quick way to recover from
userpref.* files corrupt.
4) Updated main program so warning on not running smerge for
2 months is issued.
5) Updated the control on the Form Letter folder and the
LETTER folder selection
6) Made it so that closing the F7 note after adding or modifying
the text will prompt for "CANCEL changes" prompt
===================================================================
***Changes to Contact Plus Professional Version 3.5.3
===================================================================
1) Fixed an error when moving contact from one
database to another using the F2 transfer button. The
generated letters were notbeing moved.
2) Changed the filter date popup screen to accept
typed dates instead of just a popup date only. Makes
it much easier for customers to type in a filter
date of 1/1/1920
3) Updated the history deletion screen so it is
more powerful when deleting letters. Can now delete
the letters based on the DESCRIPTION field (i.e ability
to delete history based upon the name of a letter). A
count button has been added to verify the number of
letters to be deleted.
4) Added 'This month', 'Last month', 'Next month' to
the list of choices in the F4 View Events screen for
the date selection option.
5) Updated the letter naming convention for generated
letters for the CompanyLast.### to include the first
name (up to 60 characters). Now generated letters
created will include ABCCOMANY + DOE + JOHN
(ABCCOMPANYDOEJOHN.001)
===================================================================
***Changes to Contact Plus Professional Version 3.5.2
===================================================================
1) Added ability to see name of file attachment when using
Sending E-mail F10 message with an attachment, the file
attachment file name is displayed under the Reminder F5 under
Summary and the contact's Events Tab.
2) Fixed an error in printing reports created with Report Plus
custom report module when printing landscape reports
3) Fixed an error where printing labels from EMMA module
resulted in the labels always printing from Main address
even when Secondary address was selected. Also added
the option to include skipping a number of labels on a
sheet making it identical to the label printing procedure
when doing Print Labels F4.
===================================================================
***Changes to Contact Plus Professional Version 3.5.1
===================================================================
1) Updated Database Repair program to include normalizing
data files when selecting Basic repair for the the
contact.db and event.db files.
2) Added a warning message when attempting to export
files if you attempt to export without any fields selected.
3) Updated Export feature to include a function allowing
the ability to export contacts spanning all databases
instead of just one database. Notefilters are not
respected on this option - if all databases are
selected, then all contacts from all databases that the
user has the ability to access will be exported. Also if
the 'Marked records' checkbox is checked then only the
marked records from ALL accessible databases will be
exported. Also added a 'Clear Everything' fuction on
the Export Select fields screen. This button will clear
all options previously selected and re-alphabetize
the listing.
===================================================================
***Changes to Contact Plus Professional Version 3.5
===================================================================
1) Added warning message in Database Utilities if
the Smart Merge add on module is installed when trying
to rename a database that the new database must be
distributed to the field computers. Renaming a
database results in the Smart Merge not being able
to merge data in renamed database into the field
computers unlessthe new database is distributed.
2) Added ability to Reports F1 for ouput into
Rich Text (RTF) format for editing in a word
processor or HTML (web) format.
3) Added ability for View Events F4 to retain the
WHO setting and the DATE setting in between log in
sessions making it easier to use.
4) Fixed an error in Transfer Contact F2 when copying
notes F7 with a contact from one database to another
the notes were not copying properly.
5) Fixed an error in EMMA F6 when printing mailing
labels there were some labels ommitted from the
second portion of the labels.
6) Fixed an error in permission regarding profile
report allowed a user without permission to view
sales to see the total number and value of completed
sales.
7) Reduced the amount of system resources required
since the calendar F2 and the reminder F5 screen are now
created dynamically.
===================================================================
***Changes to Contact Plus Professional Version 3.4
===================================================================
1) Added the counts to the small icons on the
main screen in the upper left corner to
easily see the number of notes, pending phone
calls, completed sales, etc.
2) Added ability to do a quick export for the
marked contacts. The resulting contacts are
NOT sorted but generally this doesn't matter
if exporting to an external program.
3) Added ability to save the status of a
marked record when moving the record from one
database to another database using the
Transfer Contact F2.
4) Added the ability to save and restore a
set of marked records. This option is under
the Edit Menu item on the Main Menu.
5) Added the ability to mark resulting
contact records when an Event Filter is
selected when doing reports. Note that it
will only ask to mark the contact records if
the user does NOT already have a filter
containing 'mark records' set.
6) Added a print preview screen when printing
the F2 show daily calendar
7) Added ability to send the profile report
(File|Print Contact Profile) to an RTF file
for further editing using a word processor.
8) Added ability to print out a single event
including ability to send the print out to an
RTF file. Click on a reminder then click on
the More button.
9) Updated e-mail templates so that single
keystrokes will go to the first letter of the
template desired.
10) Added a proxy server screen to the
Version Check option for those who are behind
a firewall and need to download updates.
11) When adding a new contact, error checking
is in place to see if the lastname,
firstname, company and city fields are blank.
If they are, a prompt will ask if a blank
record is to be saved.
12) Improved the Event Filter screen so that
there is much more selection for event or
calendar related reports. Also now able to
save the event filter settings on screen to
make it easier to repeat the event report.
13) Changed the Database Repair program so
that the e-mail addresses are normalized in 3
phases - first e-mail1, then e-mail2 then
finally e-mail3. This gives a "priority" to
the e-mail1 and is good for retrieving e-mail
when multiple e-mail addresses exist in a
contact database.
14) Fixed an error where history was not
recorded for contacts when printing labels.
This only happened when skipping X labels.
15) Fixed an error in alarm function which
was very restrictive in the past versions. It
would only come up if the alarm was on the
exact minute. It now comes up if the alarm
was set for now OR earlier.
16) Fixed an error when editing/deleting a
filter that has already been activated.
Instead of leaving the current filter active,
the filter will be deactivated if deleted or
edited.
17) Fixed an error when logging a completed
letter F9 screen. Sometimes the SENT/RECVD
option box would not appear when logging a
done letter/email.