What's New in Salesoutlook 4.X

SalesOutlook®

What’s New in SalesOutlook 5.x

Revised:January 3, 2007

Version:5.x.x

SalesOutlook, Inc.

9710 Summer Oaks Drive

Roswell, GA30076

(770) 642-4923

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Table of Contents

What’s New in SalesOutlook 5.0?

Support for Microsoft Office 2007

Support for Microsoft Vista

New customizable ‘Search’ menu

New SalesOutlook email templates for contacts

Emails can be saved to different folders

Added the ability to customize the account profile form

New Hot-Key Date and Time stamping on any Outlook form

* SalesOutlook Upgrade Policy

** Office 2000 / Outlook 2000 Support

What’s New in SalesOutlook 5.0?

Support for Microsoft Office 2007
Support for Microsoft Vista operating system.
New Customizable Search drop down.
New SalesOutlook email templates for contacts.
Emails can be saved to another folder besides Notes folder.
Added ability to fully customize the Account Profile form.
New Hot-Key Date and Time stamping on any Outlook form

Support for Microsoft Office 2007

SalesOutlook 5.0 now supports Microsoft Office 2007. Microsoft retired certain commands that were being used and the new forms work correctly under Office 2007.

Support for Microsoft Vista

SalesOutlook 5.0 now supports Microsoft Vista operating system. Microsoft retired certain controls that were being used and the new code and controls work correctly under Vista.

New customizable ‘Search’ menu

SalesOutlook 5.0 now includes the exciting new “Search” interface. The “always available” SalesOutlook toolbar drop down now allows a user to “Search Any” SalesOutlook records right from the main Outlook window. Search for SalesOutlook records whether you are in your inbox, calendar or tasks folder without having to navigate to your SalesOutlook folders. Best of all,the entire search experience is customizable. Users can decide which fields to search and what fields to show in the list.

Figure 1 – New “Search Any” feature for the SalesOutlook Toolbar in SalesOutlook 5.0.

NOTE: The Search button replaces the “Find Account” and “Find Contact” buttons in SalesOutlook version 4.x..

New SalesOutlook email templates for contacts

SalesOutlook 5.0 now includes the most time saving addition to the contact form, email templates.When you open a SalesOutlook contact you will have the new menu button to create and sendpreformatted email templates. Complex HTML email templates can be created and easily sent from the contact record allowing a user to be more productive and look more professional.

Emails can be saved to different folders

SalesOutlook 5.0 now includes the ability to save emails to a separate folder besides the notes folder. The user can set their email folder so groups of users could save emails to different locations. This feature can greatly increase search and reduce the amount of items in a folder. The default email folder is called “Email”.

NOTE: SBE users require a folder license for the additional folder.

Added the ability to customize the account profile form

SalesOutlook 5.0 now includes the most requested feature: Full customization of the account profile form. Users can now customize the Account Profile form the same way all other forms are customized. Although, we still recommend using a separate folder for additional account information and the SalesOutlook setup form for minor customizations, users now have the ability to change anything the would like on the account profile form.

New Hot-Key Date and Time stamping on any Outlook form

SalesOutlook 5.0 now includes the ability to press a system wide hot-key combination (CTRL-F12) on any Outlook form and the current date and time will be placed at the cursor insertion point. This makes it easier for the user to include a chronology of events while entering notes or other records to the system.

*SalesOutlook Upgrade Policy

In order to upgrade from any version of SalesOutlook to the latest SalesOutlook version requires an active Software Maintenance Agreement.

** Office 2000 / Outlook 2000 Support

Please include plans to upgrade all instances of Outlook 2000 to the latest version of Outlook. You may continue to use SalesOutlook with Outlook 2000 SR-1a or later, but some functionality may be reduced and certain exceptions may be thrown from time to time that diminishes the experience and productivity of SalesOutlook users running Outlook 2000.