SendToQuickBase Release History

Version 3.5.331 - July 2010

• Email messages, Calendar items, Contacts, Notes, etc. with a very large Body may now be saved. The limit is 65,535 characters (64K).
• A problem saving Outlook Notes was corrected.
• Corrected an issue caused by having an empty Outlook signature.

Version 3.4.328 - June 2010

• Very large attachments may now be uploaded. To do so, in Outlook in the SendToQuickBase Options on the Preferences tab, set the Upload and Download timeout values. The recommended value for both is 600 seconds (10 minutes).
• The Remove Signature feature now handles special symbols.
• Proxy servers are now automatically detected.

Version 3.3.318 - March 2010

• Microsoft Outlook 2010 is now supported in addition to Outlook 2007 and Outlook 2003.

Version 3.3.313 - February 2010

• You can now update a record in QuickBase by sending the same Outlook item again (i.e. Contact, Calendar, Task, etc.). In Options, see the new tab called "Saving" for preferences. Note that the "Duplicates" tab has been removed as it is no longer applicable.
• The Quick Start option allows Outlook to start more quickly, however sending the first item to QuickBase will be slower. In Options, this is on the Preferences tab.

Version 3.2.308 - January 2010

• After saving a Meeting into QuickBase and clicking Open In QuickBase, it was reported that the Meeting had never been saved.
• When using a QuickBase Realm such as
  https://CompanyName.quickbase.com), you no longer need a matching account in www.quickbase.com.
• The Import Mapping feature when using a QuickBase Realm (e.g. https://CompanyName.quickbase.com) wasn't locating mappings that it should have.

Version 3.2.304 - December 2009

• When saving items to QuickBase, the performance has been improved. (This depends on your Internet connection speed and may require at least one save before you see any improvement.)
• Improved performance when using different mappings.
• After starting Outlook and saving the first item to QuickBase, performance has been improved.
• The prompt asking to save a new item now displays more quickly.
• Support for cross-Application relationships has been added when selecting the associated Table when creating a mapping. Note: You must add the SendToQuickBase Application Token to the other Application to see the Table in the mapping Wizard.
• In some situations when saving multiple items at once to QuickBase, Outlook would stop responding. This has been fixed.
• Corrected an issue when using the Auto Save feature to monitor multiple folders when there are thousands of email messages in the folders.
• A few problems were corrected when using a QuickBase Realm (e.g. https://CompanyName.quickbase.com).
• Connecting to QuickBase through a proxy server is now supported.
• Installing on 64-bit versions of Windows, such as Vista 64-bit, is now a one-step process and no longer requires an additional step to install a 64-bit driver.
• After registration on 64-bit versions of Windows, Outlook was not automatically starting when it should.
• On 64-bit versions of Windows, SendToOutlook was not working properly.
• In an enterprise environment deploying the Add-In using the MSI now allows the creation of a "transform" to set the License Key and hide the registration dialog.

Version 3.1 - August 2009

• A new preference is available to delete the item from Outlook after being saved into QuickBase.
• Time values stored into QuickBase are now adjusted for time zones from the local time of the computer to the time zone of the QuickBase Application. For example, if an email is received at 9:00 AM East Coast Time, and saved into an Application set for Pacific Time, the received time will be set to 6:00 AM (three hours earlier in Pacific Time).
• There are additional fields saved from a Contact when using "Common Contact Fields".
• There are also additional fields saved from a Task when using "Common Task Fields".
• The Auto Save feature has been greatly enhanced. Multiple Outlook folders can now be monitored, each with their own mapping, and each with their own settings. Those settings are now independent of the settings used when interactively saving emails.
• When using Word as the editor to compose an email message, if the window is full screen, the SendToQuickBase confirmation window was hidden behind the email window. This has been fixed.
• In some cases, the SendToQuickBase trial dialog was hidden behind the Outlook window.
• A warning is no longer displayed if you do not have a mapping selected when trying to Open an item in Quickbase, as no mapping is required for that function.
• There are improved instructions describing how to add the Application Token in the Mapping Wizard.
• Fixed problem causing a message to be displayed while saving stating "Unhandled exception has occurred... Thread was being aborted." which did not cause any problems, and was just an annoyance.

Version 3.0 - July 2009

• SendToOutlook™ - Now save QuickBase records into Outlook! Read the details here.
• SendToQuickBase Mapping Library - Start from a ready made mapping by importing one from the library. You can then make changes if you wish.
• Export your mapping to the SendToQuickBase Mapping Library for others to use.
• Option to remove your email signature from messages when saved into QuickBase. To set this, in Outlook open SendToQuickBase Options, and click the Email Body tab.
• Options dialog is now divided across multiple tabs to simplify setting of options.
• Expanded Admin toolbar now includes Rename, Import and Export.
• Improved feedback during saving.

Version 2.5 - May 2009

• Send-and-Open feature allows you to save into QuickBase and immediately open the record just saved.
• Option to save an email, task, etc as multiple new records in QuickBase, one record associated to each matching record. For example, add an email Activity record to each matching Contact record in the To, CC, BCC.
• If no records match on save (or the new option above to save to multiple is off), you can select more than one record to save a copy with.
• When saving more than one email message, task, etc at once, you can now select the record to relate it to just once instead of having to select for each item being saved.
• In the Record Picker window shown with no match or multiple matches, there is now a Find feature to search within the records listed.
• Advanced option to either Edit (default) or View when opening a QuickBase record.
• Multiple mappings for the same type of Outlook item (i.e. email, contact, etc) may now be selected in SendToQuickBase Options and you select which to use at time of saving into QuickBase.
• Using the "Prompt to Send" option, if you do not have a mapping selected for the type of Outlook item being saved, you are no longer prompted to save the item.
• New toolbar button to open the SendToQuickBase Options dialog.
• Can now install under a non-admin Windows account (XP Limited or Vista Standard) as the installer prompts for a Windows admin account to use during installation.
• Multiple administrators of a License now allowed to create mappings, including people on the License, or anyone with a registered copy of SendToQuickBase, such as a QuickBase consultant providing assistance.
• When creating a mapping, an option to search for a QuickBase Application to use instead of waiting for them all to load for selection.
• Delete a row from the mapping or search Wizard screens by clicking on the row at left edge, and press Delete on keyboard.
• Automatic updating of the software now built in, checks once per day for updates (can be turned off).
• "Check For Update" button on the About dialog to immediately check for any updates.

Version 2.0 - December 2008

• SendToQuickBase Admin introduced - mapping program to allow specifying where Outlook data is stored in QuickBase.
• Create one or more mappings for each type of Outlook item: email, contact, appointment, meeting, task, note and post.
• Monitor a folder for new emails and automatically save into QuickBase.
• Open-in-QuickBase feature to open previously saved item in QuickBase.
• Extract a portion of a field to save instead of entire value, for example, a customer number extracted from the Subject.
• Ability to use a fixed value prepended or appended to an Outlook field, or portion of the value, when locating the related record.
• License management via a QuickBase Application.
• Enterprise ready - push SendToQuickBase Outlook Addin to computers using Windows Group Policy (standard MSI installer).
• Now built using Windows .NET Framework version 2.0 and Visual Studio Tools for Office (VSTO).

Version 1.3 - November 2008

• Support for Enterprise QuickBase version.

Version 1.2 - October 2008

• Ability to search on portion of a field, such as extracting a customer number from the Subject.
• Added Contact fields for mapping.
• Improved handling of Meeting items.

Version 1.1 - February 2008

• Find and open related record in QuickBase.
• Option to show records with matching email domain instead of all records.
• Option to save just main part of email thread instead of all the replies also.
• Verbose logging.

Version 1.0 - November 2007

• Initial Release