Release Notes — Outlook Agent

• Updated .Net Framework required minimum version to ensure Microsoft compliance with supported versions.

Meetings

• Fixed: When adding a new Meeting, Customer & Contact fields auto-populate with creator’s info if creator is in the SMP database.
  • This has been resolved. Company and contact will remain blank when creating the meeting, allowing/requiring the user to choose from the drop down list.

• Added new info capture technology to the background of Outlook Agent – this allows SMP team to review information about user’s usage of the Agent, errors and warnings logged, version history, etc. for troubleshooting purposes.
• Fields that are Read-Only in SMP are now also Read-Only inside Outlook-synced items. This impacts Company and Contact records, and their relative profiling fields.
• Fields hidden in SMP by Administrators will also be hidden from the user when using Outlook Agent – this change directly impacts Meetings.
• Updated the security certificate on file as part of ongoing maintenance.

General

• Fixed: Nuisance bug regarding sync between SMP and Outlook triggers immediate conflict warnings, which then self-resolve once sync completes.
  • This has been resolved.

Meetings

• Fixed: Meetings without a subject can be duplicated within Outlook Calendar.
  • This has been resolved. Further, Subject is now a required field for Meetings, preventing duplication.
• Fixed: OLA-synched Meetings deliver an error message upon opening, when MS Teams meeting info in the body.
  • This has been resolved. Updated the Add-In express components used, to update compatibility with latest MS Teams platform.
• Fixed: When resolving Meeting conflicts, the subject of the meeting is sporadically removed.
  • This has been resolved.

Tasks and Meetings

• Outlook Agent Capturing and Adjusting for Time Zone Differences
  • • SMP is capturing Time Zone information, and will adjust Meeting Times, Reminder Times, and Task Reminders according to a user’s local time zone (as configured on their machine, which is also read by Outlook to assist with calendar management).
• Meetings: Status Added
  • • For consistency, Status options have been added to Meetings originating in, or being managed, via Outlook.
      • • When a new meeting is created, the default status will be Not Started.
        • If the meeting is scheduled for a future date, the dropdown selections will be: Confirmed or Not Started.
        • If the meeting is scheduled for ‘today’ or a date in the past, the dropdown selections will be: Attended, Completed, Confirmed, Deferred, In Progress, Not Started, Waiting on Someone Else.

Tasks

• Fixed: After creation/save of a new Task, when re-opened, the Task displays a Contact ID error.
  • This has been resolved.

Companies and Contacts

• Users can now more easily add Meetings and Tasks from existing Company and Contact records.
  • Upon opening an existing Company record, the user can use new buttons in the Company form ribbon to Add New SMP Contact, Add New SMP Task, or Schedule a New SMP Meeting.
    • When selected, the new item will automatically be associated to the given Company.
  • Upon opening an existing Contact record, the user can use the new buttons in the Contact form ribbon to Add New SMP Task, or Schedule a New SMP Meeting.
    • When selected, the new item will automatically be associated to the given given Contact and the Company to which the Contact is associated.
  • Added Right-Click Menu options when a single Company is selected to allow users to:
    • Add a New Contact  for the Company.
    • Add a Meeting for the Company.
    • Add a New Task for the Company.
    • Note regarding all additions: the item will automatically be associated to the given Company.
  • Added Right-Click Menu options when Contact(s) from the same Company are selected to allow users to:
    • Add a Meeting for the Contact (or Contacts, if multiple are selected for the same Company)
    • Add a Task for the Contact
    • Note regarding all additions: the item will automatically be associated to the given Contact and the Company to which the Contact is associated.

Meetings

• Fixed: A user can add a meeting to SMP via the Outlook Agent even if he/she is not the organizer.
  • This has been resolved.  Meetings can only be added by the Owner/Creator/Organizer.  If additional staff need to join the meeting, the organizer can add those individuals as Additional Salespeople, and the meeting will then appear on their calendar (if the user is synchronizing Meetings via the Outlook Agent).
• Fixed: Subject and Company Name drop downs, and some right-side drop downs are cut off in high-DPI environments.
• Fixed: “Invite” check boxes for Additional Contacts and Additional Salespersons are not click-able, preventing the inclusion on the meeting invite.

Companies and Contacts

• Fixed: Contacts’ company associations can be removed, causing synchronization conflict warnings.
  • This has been resolved.  If Company ID or Name is removed from a contact record, upon next open of the contact record or next background sync (whichever occurs first), the missing information will be copied back over the missing ID and/or Name.
• Fixed: Tool Tips for adding New Company indicate “Customer”.  Verbiage updated to reflect new SMP nomenclature.

General

• Fixed: typing in any fields on the custom Outlook Agent forms is not functioning following a recent MS update.
  • This has been corrected. Type ahead and typing in all notes forms and other free-form fields is now restored.