SendToQuickBase 5 Release History

NOTE: If you have not renewed your annual maintenance (support/updates), you are not eligible for updates.

NOTE: After updating to version 5.16.1083 or higher, any mapping saved (new or old) in SendToQuickBase Admin requires everyone else in your organization to use version 5.16.1083 or higher of the SendToQuickBase Outlook Add-In. If an attempt is made to use the newer mapping by older SendToQuickBase software, then the message displayed will read "Attempt to load newer mapping than supported by this version of the software."

Version 5.29.1207 - December 7, 2022

Outlook 2021 (a.k.a. Microsoft 365) now officially supported.
When saving an item (i.e. email, contact, etc.) into Quickbase, the window showing records to relate to is improved. The initial width of columns for fields of type date, date/time and time-of-day are now wider.
In the SendToQuickBase Mapping Wizard the field columns on the Field and Sort selection pages are wider making it easier to read long field names.
In the SendToQuickBase Mapping Wizard the field columns on the Field and Sort selection pages, when a field name is longer than the box, a popup window appears when you hover the mouse over it showing the complete name.
When entering "is in" the Body in a mapping, a warning is displayed as this may be slow with thousands of records, and also can result in "false positives". That is, a matching value is found, but it is not the field being searched. For example, matching an account number of 123 because the Body contains "123 Main St".
Fixed issue when using Single Sign On and Outlook running for over 12 hours resulting in a "Bad ticket" message.

Version 5.28.1191 - September 6, 2022

Attachments can be saved to a different table than the item as individual records. For example, an email can be saved to an Activities table and each attachment can be saved as individual records into a Documents table.
The filename of an attachment can be mapped into a Quickbase text field by selecting "Attachment Filename" on the field mapping wizard page.
Problem corrected caused by using Save As and the copied mapping would have "undefined" when it should be "Email Headers and Body (HTML)" mapped to a field.

Version 5.27.1184 - July 19, 2022

When using Single Sign On (SSO using SAML), in some environments "script" error messages displayed, though did not prevent the logon. Those message are now suppressed.

Version 5.27.1179 - May 11, 2022

New option to update existing Quickbase record when saving if a matching record is found using a Unique field. For example, when saving a Contact and Email Address is marked Unique on the Quickbase table. This must be enabled in the SendToQuickBase Mapping on the fields screen.
On the logon window, selection to enter either a Password or Quickbase User Token instead. (It was previously possible to enter a User Token instead of Password. Now there is an explicit selection.)

Version 5.26.1172 - March 31, 2022

Fix for rare problem when not included Replies in email HTML body resulting in an empty value stored in Quickbase.

Version 5.26.1170 - March 3, 2022

Fix for support of new Quickbase UTF-8 support.

Version 5.26.1168 - February 11, 2022

New field mapping Record Count introduced. When saving against more than one "parent" record (i.e. contact, project, etc.), if Record Count is mapped to a numeric Quickbase field, it will be incremented for each record saved, starting from one. This may be helpful for reporting purposes.
Improved cleanup of HTML formatting in the email body when saved to a Rich Text field.
Changes in support of the new Quickbase App property for UTF-8.

Version 5.24.1160 - October 5, 2021

When saving "Common Appointment" fields, the From (a.k.a. Organizer), To, Cc and Bcc names, and email addresses, are included.

Version 5.23.1157 - September 2, 2021

Saving an email message with headers (i.e. From, To, Subject, Date, and Body) can be saved into a Rich Text Quickbase field and formatting will be preserved. When creating a mapping, use the "Email Headers and Body (HTML)" selection. Note that Quickbase supports only a subset of HTML tags.
Saving an Outlook item (i.e. email, calendar, contact, etc.) can be in the form of an Outlook .msg file. In the SendToQuickBase Admin program in the field mapping, look under the "Less Frequency Used" list for "MSG File".
When using "Save and Send to Quickbase" and the Outlook option "Always check spelling before sending" is set, the spell check is performed.
The SendToQuickBase Mapping Wizard will auto-configure the new "Email Headers and Body (HTML)" if a Rich Text Quickbase field is found with a name such as "Description", "Details", etc. instead of the textual version "Email Headers and Body".
A warning is shown in the SendToQuickBase Mapping Wizard if mapping a text field, such as Body, to a Rich Text Quickbase field as it will not display properly.
A warning is shown in the SendToQuickBase Mapping Wizard if mapping an HTML field, such as HTML Body or "Email Headers and Body (HTML)", to a Text Quickbase field as it will not display properly.

Version 5.22.1144 - May 24, 2021

SendToOutlook file attachment issue fixed due to a change in Quickbase. The change caused SendToOutlook not to use the filename stored in the Quickbase record when specifying the Attachments parameter without a filename specified.

Version 5.22.1143 - May 7, 2021

The ISIN operator now handles email addresses where only a portion of the email address matches. For example, example.com ISIN joe@example.com will now match.

Version 5.22.1142 - April 8, 2021

When using the 64-bit version of Outlook with SendToOutlook, a rare issue corrected during install that caused SendToOutlook to fail.

Version 5.22.1141 - March 2, 2021

When saving into a numeric value, commas and the dollar sign are now allowed.

Version 5.22.1140 - February 5, 2021

Problem corrected preventing logon with a Quick Base User Token instead of a Quick Base password. (A User Token must be entered instead of a password when using 2-step Authentication.)

Version 5.22.1139 - November 10, 2020

The SendToOutlook MultipleMessage feature allows the Show=True option and shows all of the email messages instead of sending them.
New SendToOutlook feature PromptToSendMultipleMessages, when used in conjunction with MultipleMessages, allows you to suppress the prompt of number of recipients asking to confirm the send, and the message indicating they have been sent.

Version 5.21.1138 - October 20, 2020

Replies can now be removed when saving the HTML Body either into a Quick Base Rich Text field or File Attachment field.
Spaces are now accepted in Quick Base passwords.
Improved messages when entering an invalid Quick Base user token in place of a password, or a user token that does not match the Quick Base account.

Version 5.20.1135 - September 24, 2020

SendToOutlook now supports embedding a Quick Base report inside an email message created. For example, you could email an invoice from Quick Base with line items inside the email message as an embedded report.

Version 5.19.1127 - May 11, 2020

You can now specify a form to be used when opening the Quick Base record after it has been saved. The form ID value (an integer) is entered in the Mapping Wizard when selecting the table to save into.
Saving Meetings and Appointments into Rich Text Quick Base fields corrects the data value to preserve line breaks.

Version 5.18.1125 - April 30, 2020

Problem fixed when expanding recurring Meetings as individual records in Quick Base.
Rare problem with SendToOutlook fixed that caused a problem when a URL was included in the HTML Body, including any email signature, of an email message being created.

Version 5.18.1119 - January 24, 2020

Can now select a different option on how you save into Quick Base based on each type of Outlook item. For example, prompt to save emails when sending, always save calendar items when added, and never save contacts or tasks. The same is true for what to do when updating an Outlook item. For example, update calendar items in Quick Base when updated in Outlook, but don't update contacts.

Version 5.17.1111 - December 5, 2019

When saving, or saving and opening, an item into Quick Base, if you hold down the CTRL key, there will be no prompting to select a related Quick Base record, and no message displayed. This can be useful if saving many items, some of which don't have a related record and you don't want to be prompted to select one, or notified of that fact.
Improved auto configuration in the SendToQuickBase Admin Mapping Wizard when creating a new mapping for Calendar items.
Renamed QuickBase to Quick Base throughout. (Space in the name to match official product name.)
Outlook Category name changed from "Saved in QuickBase" to "Saved in Quick Base".
New SendToOutlook Open feature provides the ability to initiate the display of an Outlook item from Quick Base.
New SendToOutlook parameter STQBMappingId.

Version 5.16.1083 - September 4, 2019

Outlook 2019 is now supported.
Improved searching when using the "Is In" operator, including better matching with punctuation.
New feature to delete the corresponding Quick Base record when deleting the Outlook item (i.e. calendar, contact, etc. but not emails). This must be enabled in the SendToQuickBase mapping, and you must also enable this option in Outlook under the SendToQuickBase Options on the Saving tab by checking "Delete Quick Base record when Outlook item deleted if feature enabled in mapping".
Improved handling of Meetings and Appointments (i.e. drag and drop handled, in-place editing handled, and more.)
Ability to expand recurring Meetings and Appointments into multiple Quick Base records when saved. This is controlled by settings in the mapping.
When message appears asking to save into Quick Base, new button to show the item (i.e. email, calendar, etc.)
When moving an appointment on the calendar or changing duration by using drag and drop, and if using the option to update Quick Base on modify of an Outlook item, record updated in Quick Base.
When saving into Quick Base and a list of records displays to select from, Date (only) fields no longer show a time value. Previously "12:00:00" was incorrectly shown for all dates.
New button to show password on logon dialog.
A semicolon (';') in a password is now accepted.
When uninstalling, you can now keep your SendToQuickBase Options set in Outlook by holding the Shift key on the keyboard while clicking the Uninstall button. This is helpful if you intend on reinstalling at some point.

Version 5.15.1042 - January 16, 2019

Improved performance on window showing list of matching records to select from when filtering the list.

Version 5.14.1036 - November 29, 2018

New option on the Saving tab to truncate a value when saving if exceeds the Quick Base field "Max characters".

Version 5.13.1033 - November 15, 2018

Resolve connection issue for some computers after the Quick Base update effective November 14, 2018. (Quick Base Disabling TLS 1.0 and 1.1)
Improved handling of some rare cases with a very complex search for a matching related record.

Version 5.13.1031 - September 24, 2018

ACTION REQUIRED: This update is required to continue using SendToQuickBase and SendToOutlook starting on November 14, 2018 due to a change in Quick Base described below. Without this update, these add-ons will cease to work.

Updates in support of a security change made by Quick Base effective November 14, 2018. (Quick Base Disabling TLS 1.0 and 1.1)
New SendToOutlook parameter IncludeSignatureAtTop to facilitate building of replies to existing email messages.
Rare problem fixed when window displays to allow selection of related (parent) record and typing in a dash into the search box.

Version 5.12.971 - August 3, 2018

SendToOutlook now allows a Meeting to be saved to the calendar and emailed without being shown.

Version 5.12.969 - June 21, 2018

Improvements when using a User Token instead of the Quick Base password. A User Token must be entered when using 2-step Authentication.

Version 5.12.968 - February 27, 2018

Changes to support new longer Quick Base passwords allowed which can now be up to 64 characters.

Version 5.12.967 - February 14, 2018

New Quiet parameter for SendToOutlook that suppresses feedback window.

Version 5.11.964 - January 31, 2018

Issue corrected when using the "Is In" operator in a mapping and there are mismatched parenthesis in the item field being searched, for example a Subject of "Call Me (Soon".
In rare cases due to a problem in some email programs, saving an email message from the Sent Folder used an Email Received mapping instead of Email Sent. A work-around was put in place to correct this issue.

Version 5.11.958 - December 8, 2017

A new SendToOutlook feature NewOrUpdate allows you to update existing Outlook items such as calendar, contacts and more from Quick Base data.
Rich Text, a new Quick Base field type, is now supported.

Version 5.10.956 - November 13, 2017

Update required due to change in Quick Base. Only impacts someone who has entered a "User Name" on their Quick Base user account, thus preventing use of SendToQuickBase.

Version 5.10.949 - September 27, 2017

There is a new comparison called "part of is in" when defining a mapping to search for a related parent record where only one of the words is in the Quick Base field value. For example, if you define a search such as:
Company Name part of is in Subject
and you have a Subject "Price for Acme" with a Company Name of "Acme, Inc.", SendToQuickBase will locate that Company record. Be cautious with the use of this new feature as it may locate more records than you realize. In that example, SendToQuickBase will also locate all Company records where the Company Name has "Inc" in the name.
When using the "is in" comparison against the email Body, a problem was fixed that prevented the Quick Base record from being located in some cases.
SendToOutlook issue fixed where the signature was not inserted into an email message if using Outlook 2016 with a June 2017 update installed.

Version 5.9.945 - August 2, 2017

SendToOutlook allowed the setting of the email Body or HTMLBody from a Quick Base file attachment field. Now it allows information to prefix or suffix the file attachment contents. For example, you can put the From, Subject and Date into the Body or HTMLBody. For example:
&HTMLBody= <hr>From: joe@acme.com Sent: 8-03-2017 Subject: Help https://acme.quickbase.com/up/bksdncxh6/a/r363/e185/v0

Version 5.8.943 - June 19, 2017

Using SendToOutlook where there are multiple Outlook Accounts, you can select which Account to send from by setting SenderEmailAddress to the email address in the Account.

Version 5.7.934 - January 10, 2017

The new Quick Base User Token feature can now be used to log in. Enter the User Token instead of a password on the logon dialog. You must assign the User Token to the Quick Base app you wish to save into.
Improved SendToOutlook "Save All" feature so that it works using any browser.
Using SendToOutlook to save a Contact that already exists in Outlook and not "Showing" forces the Contact window to be shown anyway to avoid duplicate Contacts.

Version 5.6.919 - November 2, 2016

Handle rare condition when a field is deleted from a related (a.k.a. parent) table.
Improved handling of rare condition with invalid date value.

Version 5.6.912 - August 13, 2016

When using Single Sign On (SSO with SAML) and SendToOutlook, problem fixed preventing logon from working.

Version 5.6.911 - July 1, 2016

In SendToQuickBase Admin, improved automatic mapping of the date/time based on a received or sent email mapping (i.e. map Received Date/Time versus Sent Date/Time to the Quick Base field).
Improved automatic mapping in SendToQuickBase Admin so set a Subject or a Summary Quick Base field from the email Subject property.
When creating a new mapping using SendToQuickBase Admin, only the apps within the Quick Base Account are now shown, instead of all apps for your logon across all Quick Base Accounts. (Made possible by a new Quick Base feature.)

Version 5.5.901 - May 24, 2016

Improved chain mapping feature now making it possible to search for, and set, more than one related (parent) record. For example, set both the related Contact and related Company when saving an email as a new Activity record.
The Auto Save feature may now be used when using Single Sign On (SSO with SAML).
Problem fixed when using "Prompt to Save" option when creating a new Calendar, Contact, Task or Note entry, did not prompt.

Version 5.4.894 - April 8, 2016

New Quick Base field type "Multi-select Text" now supported.
Improved support for Microsoft Edge browser and Internet Explorer 10 and higher.
When using Single Sign On (SSO with SAML), improved handling of password change.
Fix for rare problem when using the "Is In" operator to search for a numeric value to locate an associated record (a.k.a. parent or related record).
When a field is deleted from Quick Base that was referenced in a search in a mapping, a problem was corrected that occurred when trying to select a different field to search on when editing that mapping.

Version 5.3.877 - November 20, 2015

Improvements to support additional Quick Base Single Sign On (SSO) SAML sign-on pages.
Handle rare case of second monitor no longer available and the "Select a Record" dialog not visible if previously on that monitor.

Version 5.3.868 - October 22, 2015

New option to set the Outlook Category to "Saved in Quick Base" upon saving an item. This is found under Options on the Saving tab.
There is now the ability for SendToQuickBase Administrators to hide a mapping from other users. This can be helpful during development of a mapping. In the Mapping Wizard on the last page is a checkbox to make a mapping visible to only SendToQuickBase Administrators (both primary and secondary Administrators), thus hiding it from all other users.
Quick Base Single Sign On (SSO) using SAML technology is now supported. This allows you to use your corporate sign-in with SendToQuickBase and SendToOutlook.

Version 5.2.844 - August 27, 2015

Windows 10 is now supported.
Outlook 2016 is now supported.
The Mapping Wizard now provides an option of creating a "Standard" versus "Advanced" mapping, where the Advanced mapping provides additional features.
In the Mapping Wizard on the summary window for mappings that save email messages, the assigned Email Address is shown if one is specified.

Version 5.1.836 - July 8, 2015

SendToQuickBase is now on the right-click menu. Right click on an email message, contact, calendar entry, etc. and you can save it in Quick Base. Or select multiple items, right-click and save them all. You can even open them too.
On the window prompting to save into Quick Base, a new checkbox allows you to turn off the prompting. This can be changed in Options under Preferences later.
Rare problem corrected that upon saving would display the message &Could not parse XML input XML Parsing Error.&

Version 5.0.830 - June 17, 2015

A formatted Appointment/Meeting no longer includes the seconds in the Start and End times.
Fix of a rare condition where a new Quick Base record is added instead of an existing record updated. This occurred when the key field was not the Record ID# and the value of the key field was being changed.
Fix for rare problem opening a previously saved .msg file from a network drive where the file remains locked by Outlook and cannot be opened again, or by someone else.
Improved method for setting the Quick Base Application Token.

Version 5.0.822 - May 21, 2015

SendToQuickBase has it's own Outlook ribbon allowing you to customize the location of the ribbon, and add it to the Outlook Quick Access Toolbar.
Support for 64-bit versions of Outlook has been added.
Improved support for Microsoft Exchange (sending from or sending to Microsoft Exchange accounts).