Release Notes — Outlook Agent

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.