GrinMark MS Office Add-in for SugarCRM Version: 2.4.32 This module provides seamless integration of common Microsoft Office applications (Outlook, Word, Excel) with SugarCRM. It helps managers who actively use these applications to organize their work more effectively. Automated storage of data into SugarCRM ensures full archiving of communication history and important documents related with Opportunities, Cases, Leads, Projects, Bugs and Accounts. Contents: README.txt - this file. setup_*_full.zip - full setup package, including .NET runtime and executable Setup.exe for those having problems installing .msi Important: For very first install please always use setup.exe from setup_*_full.zip. GrinMarkOfficeSetup.msi - separate .msi package containing all required DLLs To request trial license of a PRO version please download and install latest version (http://www.sugarforge.org/frs/?group_id=468) and press "Request License..." button in Connection Settings dialog. In the case of any questions please contact: sugarcrm@grinmark.com Release Name: 2.4.32 1. Support for "Copy" item text from the Search dialog. Useful for searching Contacts in SugarCRM 2. Proper handling of Activity Start datetime when synchronizing with Sugar 6.0 Release Name: 2.4.31 1. Customization of 'type' and 'status' fields for archived email 2. Acitvity Monitor now supports Project Tasks without end date Release Name: 2.4.30 1. Fixed: Word template processor properly handles the "Word.Find.Execute" after servicing (http://www.sugarforge.org/forum/message.php?msg_id=26732) 2. Fixed: Synchronizer has a workaround for 'deleted' meetings in non-full sync mode. Release Name: 2.4.29 1. Support for BCC fields 2. Fixed: "Gray Screen" when selecting "Popup" in "Create New" Release Name: 2.4.28 1. Improved handler for 'Private' outlook categories. Fixed issue when 'Sugar' category is empty and 'Private' is set to something where 'Private' were ignored. 2. More improvements to avoid 'Grey Screen' issue Release Name: 2.4.27 1. Stand-by/resume detection for proper connection handling on some laptops. 2. Improved culture handling. Now it is possible to force useage of specific culture despite of current system settings. Release Name: 2.4.26 1. Update modified activities detection algorithm in synchronizer Release Name: 2.4.26 1. Speed the process of launching of Word/Excel with the GrinMark AddIn installed. 2. Fix in synchronization scheduler (in some cases only 1st synchronization occured, and then nothing until Outlook restart) 3. Fix issue with "Gray Box when pressing 'Archive'" Release Name: 2.4.25 1. Added "DT." "D." and "T." field prefixes to enable date and time formatting of template fields. 2. Improved hashing algorithm to guess right email ID for emails archived to MS Exchange repository. Release Name: 2.4.24 1. Archive file to a document (create document revision using 2. Disable synchronizer buttons for absent synchronization types. I.e. if, say, Sugar2Outlook for module Contacts is not defined in ConversionRules.xml then Sugar->Outlook button for module Contacts is disabled. 3. "Send Email" feature to send any sugar documents to "Contact" recepients. 4. AutoScroll mode to make AddIn useful in small screens 5. Fixed: Mixed file names when using "Send To" feature for multiple files sorted in order other than file name. Release Name: 2.4.23 1. Proxy "expect 100 continue" feature (enabled via useExpect100 setting) Release Name: 2.4.22 1. Fixed: Archive of composed email works but does not show where the email were archived to in Exchange environment. Release Name: 2.4.21 1. "enableVisualStyles" configuration option. Is a feature to switch off visual styles. Helps to resolve "Crash after search" issue on some PCs with modified explorer. Release Name: 2.4.20 1. "Edit email properties" feature. Now Email itself may contain custom fields and configured vis CreateTabs.xml Release Name: 2.4.19 1. "Edit email before archiving" - corrected behavior 2. Fixed: Outlook appointment status is forcibly set to "deferred" when closing task with close date in the future 3. Fixed: Archiving form is shown as blanks screen 4. SOAP communication. Get rid of "localhost/sugare" calls appearing in some environments Release Name: 2.4.18 1. "Edit email before archiving" feature 2. "From" and "To" are now visible in SugarCRM email viewer. 3. Fixed: "Cancel archving email" 4. Fixed: Malformed XML errors when searching for contacts. 5. Fixed: Incorrect "Date Received" were shown for emails. Release Name: 2.4.17 1. Manual control of auto-assigned email addresses. User may unselect auto-assigned contact to avoid archiving to it. 2. Fixed: Crash when unchecking a contact under certain conditions. 3. "outlook.reg" now is a part of the setup package. It may be used to force addin appearance in Outlook. 4. Setup package now contains msvcrt71.dll to avoid error with HRESULT: 0x8007007E (SetPassword issue). Release Name: 2.4.16 1. Improved "auto search accounts by email" feature. Release Name: 2.4.15 1. Added: "CreateTabs.xml" file. It controls the functionality of "Create New" list of tabs. 2. Fixed: Attachments are not archived when archiving "Sent" email. Release Name: 2.4.15 1. Added: GrinMarkContactSynchronizer.exe now has command line interface. 2. Added: *.xml files with customized archiving and synchronization settings can now be stored on server. 3. Added: Search for related modules (right-click on item, from the context menu select the type of related items to find) 4. Documentation updated: "Customizing GrinMark AddIn.pdf" 5. Fixed: Crash during Activities initialization. 6. Fixed: Cosmetic issues related to Archiving dialog (auto scroll to beginning after search and auto set focus in "serach" field). 7. Reduced start up time for Office applications when used with Sugar addin. Release Name: 2.4.13 1. Fixed: Client and server time difference is ignored when doing synchronization Release Name: 2.4.12 1. Support for LDAP/Exchange email addresses in Outlook 2. Fixed: Error in contact synchronizer when synchronizing date and "Force full syncrhonization" is off. 3. Improved: XML stream filter corrected to avoid "Invalid character in XML stream" error. 4. Improved: Installer dialog updated. Release Name: 2.4.11 1. Improvement: Visual styles applied. All dialogs now use improved layout. 2. Fixed: "Find Or Create Account" feature broken when connecting to SugarCRM 5.2 PRO 3. Fixed: "Archive" button is not disabled when all archive targets are unchecked. 4. Added: Documentation now contains extended description of Contact Synchronizer. Release Name: 2.4.10.1 1. Fixed: Calls synchronized incorrectly from SugarCRM to Outlook on locales having ";" as category separator. Release Name: 2.4.10 1. Corrected SOAP error: "XML error parsing SOAP payload on line 175: Invalid character ". Appears in international translations. Release Name: 2.4.08 1. Added support for "Status" field when synchronizing Meetings and Calls. 2. Fixed: Task status synchronization didn't work correctly on systems with default locale non-english. 3. Fixed: Task start date and due date were set to "1970" when left empty in Outlook. Now it is set to empty in Sugar too. 4. Fixed: Birthdate may be left empty when creating new Contact from AddIn. 5. Document processing could be done for modules other than "Contacts". Release Name: 2.4.07 1. Added support for X509 certificate. If the file 'X509.cert' is available in addin installation folder (C:\Program Files\GrinMark\SugarCRM Integration) then it is used for connecting to server. 2. Fixed issues with functionality of 'Sync To Outlook'. Now synchronization should be performed correctly. Release Name: 2.4.06 1. Added French language support. Thanks to Helene Gauthier. Release Name: 2.4.05 1. Updated German language support (typos corrected). Thanks Tobias Teschner. Release Name: 2.4.04 1. Improved feature: Document template 2. Dutch language support. Thanks to Loek van Gool. Release Name: 2.4.03 1. Improved synchronizer module to include meetings and calls having current user as a invitee into synchronization. 3. Issue fixed: incorrect synchronization of dates when launched from within automatic synchronizer. Dates converted incorrectly (1970). Release Name: 2.4.02 1. Automatic Synchronization of Contacts/Calls/Meetings 2. Support for Outlook Categories to filter private and public items Release Name: 2.3.09 1. Feature improved: Auto-reconnect if connection is broken due to timeout. Release Name: 2.3.08 1. Feature improved: LDAP Support has Triple DES password encryption based on a key provided by user Release Name: 2.3.07 1. Bug fixed: File duplicates and incorrect document names when archiving multiple files using "SendTo SugarCRM" feature. Release Name: 2.3.06 1. Bug fixed: Crash when creating new Account from incoming email in some versions of Outlook. Release Name: 2.3.04 1. Bug fixed: Email address is empty when synchronizing from SugarCRM v. 5.0.0(d?,e,f) to Outlook. Release Name: 2.3.03 1. Feature added: Polish language suppport contributed by Michal Stanicki www.albeo.eu Release Name: 2.3.02 1. Feature added: LDAP support. "LDAP" checkbox in settings dialog. Release Name: 2.2.23 1. Bug fixed: Special symbols in contact names are now handled correctly. Names like O'Hara appeared in Outlook as O'Hara after synch from Sugar. 2. Feature added: No more "A program is trying to..." Outlook Security warnings when doing mail archiving or contact synch. Release Name: 2.2.22 1. Bug fixed: "Index out of bounds" when connecting to server. The problem is due to the limited soap functionality. Release Name: 2.2.21 1. Bug fixed: Incorrect task priority set when synchronizing from SugarCRM to Outlook (was always "Low") 2. Bug fixed: Problem synchronizing start/due date between systems with date format with AM/PM and Sugar 5.x Release Name: 2.2.20 1. Bug fixed: Problem synchronizing start/due date between systems with date format with AM/PM and Sugar 5.x Release Name: 2.2.19 1. Bug fixed: When tasks are synchronized from SugarCRM to Outlook, the tasks come in with a date of 12/30/1899 Release Name: 2.2.18 1. Bug fixed: Problems synchronizing items deleted in Outlook. Now item could be recovered by synchronization if deleted using "Hard" delete (shift-del). Release Name: 2.2.17 1. Bug fixed: Crash when synchronized an item completely deleted in Sugar but existing in Outlook Release Name: 2.2.16 1. Bug fixed: Duration value were always 30 minutes when synching from Sugar to Outlook 2. Potential issue: Force skip saving Normal.dot in Word. 3. Bug fixed: Incorrect activity time with synching data and Daylight saving is On. Release Name: 2.2.15 1. Bug fixed: Call/Meeting date&time appears wrong (2000 or 1899) after synchronization. Problem depends on MySQL version used. Release Name: 2.2.14 1. New feature: Automatically match or create Account during contact synchronization 2. Improvement: Synchronization speed improved 3. grinmark_synchronizer.log log file optimized to produce less verbose. 4. Minor stability fixes to address unexpected network errors during synchronization 5. Localization pack updates to reflect all latest changes Release Name: 2.2.11 1. Issue resolved. Template processor hangs if document contains $xyz where xyz is not in the list of allowed templates. 2. German language added. Localization document supplied with package. Localization features introduced. Currently we support: English, German and Russian languages. Release Name: 2.2.10 1. Issue resolved (synchronizer stops after 3 items) Release Name: 2.2.09 1. HTTP Proxy support 2. Fix SQLite to address problems with dates on some locales Release Name: 2.2.08 1. Improved stability 2. Added "Expected close date" to "New Opportunity" 3. Added "New Case" by email feature 4. Several fixes in synchronizer 5. "Force full synch" feature. Now it is possible force synchronizer to explicitly check all entries rather than just entries with modification date since last synchronization. 6. Fixed compatibility issues with internationalized versoin of Excel 2007 Release Name: 2.2.06 1. Support for SugarCRM v.5 (Final) 2. Synchronize Tasks 3. Synchronize Meetings 4. Synchronize Calls 5. Improved Outlook integration (Archive selected contacts/tasks/appointments directly from Outlook) 6. Bug fixes and improvements Release Name: 2.1.25 1. Stability Fixes (issues reported by customers throughout this period) 2. Resolved problem when archiving Sent emails from Outlook 2007 3. Added compatibility with SugarCRM v5 4. Flash Tutorials: Release Name: 2.1.21 Notes: Bug fixes. Cosmetic improvements. Contact synchronized fixed to address missed Outlook fields. Changes: Bug fixes. Cosmetic improvements. Contact synchronized fixed to address missed Outlook fields. Release Name: 2.1.20 Notes: Maintenance release containing: 1) Bug fixes 2) Improving logging for problem resolution 3) Stability improvements Changes: Release Name: 2.1.18 Notes: Version 2.0 Provides 1. Contact Synchronization between SugarCRM and Outlook 2. Support for other Microsoft Office Applications: * Word * Excel * PowerPoint * MSProject * Visio 3. Outlook Add-In. * Allows archiving (uploading) emails to SugarCRM and attaching to available items: Contacts, Accounts, Opportunities, Bugs, Cases, Projects. Each email could be archived to a multiple items at once (for example, to a Contact and to an Opportunity at the same time). * An ability to create Leads, Contacts, Accounts and Opportunities directly from Outlook * Allows archiving of Email attachments separately from the Email itself. 4. Advanced GrinMark Activity Monitor Functionality 5. Custom fields support. All the tools could be reconfigured to support additional modules and additional fields in all searches. 6. Integration with Explorer "Send To" menu. PDF documents, images and other files could be archived to SugarCRM directly from Desktop or other folder window. 7. Document Repository. Allows filling of Word templates available in "Documents" tab with data from SugarCRM. Filled document may be sent to a specified recipient by means of Outlook with a copy archived to a SugarCRM. 8. Official support Changes: Maintenance and many new features.