changelog for Financial Advisors Outlook Extension

1.9.9.5
  • Begin fleshing out Public Folder to Master Hosted Solution.  Master Hosted Solution has the Manager with Direct Reports creating the application folders in their mailbox, and then sharing them out to their direct reports.  This team approach is the preferred method of in-system solutions for 2010 and forward, as it permits synchronization with iOS and Android devices without additional software or configuration.
  • Each extension can be managed independently for the public/team toggle.  This means that right clicking or using ribbon actions on a contact object can create the corresponding item in the public folder structure, or in the users mailbox folder.  By default, settings will still point to the Public Folders for the time being.
  • Added code that tests initial length of the notes of a task item against length at task.close.  If not equal, then Save, firing subsequent status rpt prompt and such. - previously a change only to the notes would not result in a status report prompt
1.9.9.3
  • Right-click improvements in Get Related Items, Actions, etc.
  • Addition of Appointment Magic
    • appointment magic lets you type a name into the subject line of an appointment, followed by "/" and have it autoresolve and link the corresponding contact to the appointment object.  Go to File | OxT Options | Options (on the right hand colum) | Appointment Extension Settings | check the box for Appointment Magic and then use the button to select the contact folder you would like to use as the "source" for your contacts.
  • More error trapping

1.9.8.1
  • Task, Mail and Contact Inspector Ribbons
  • Altered the Methodology of Task Assignment, Reporting and Completion
  • Pulled Custom FluentUI into Ribbon Proper
  • Added a number of to-be-implemented User Setting variables
  • inserted "escape" code for dealing with items in Public Folders vs Private (task only atm)
1.9.7.1
  • clean up of context menus
  • reworked FluentUI ribbon for item inspectors
  • begin process of converting GUI designed form regions to xml programmatically drawn elements

1.9.6.7
  • cleaning up UI for mailarchiva contact lookup (the elephant)
  • addition of help request
  • fleshing out application settings in column 2 of backstage