Office Accelerator® Support

Release Notes

Current Release: 18.0.228.0

Date: 10/30/17

Application File Name Version
Phone Book oadbook.exe 18.0.228.1228
Calendar oacal.exe 18.0.228.1228
Admin App accadmin.exe 18.0.228.1228
CIT Tool Bar cst.exe 18.0.200.1200

All applications: Tool bar buttons and menu items now respond on the first click when the application is not the active application. This behavior is mainly experienced on multi-screen environments. Previously, this behavior required 2 clicks. The first activated the OA application and the second selected the tool bar button or menu item.

Email Campaigns: Added 'Expires' tab with 'Activity Expiration' options for logging activity and sending lead alerts.

Marketing Options: Send Single Email tab: Added an 'Activity Expiration' option to stop logging clicks, etc. and sending lead alerts after the given number of days.

Other minor feature enhancements, fixes and optimizations.

Release: 18.0.227.0

Date: 8/25/17

Email Marketing Verified Email Console: Now displays 'Name' and 'Email' address in separate columns.

Other minor feature enhancements, fixes and optimizations.

Release: 18.0.225.0

Date: 6/21/17

Phone Book Settings: The Public Documents Path setting can now be cleared.

Contact Edit Screen: Resolved display issues on some systems.

Release: 18.0.224.0

Date: 5/17/17

Main Phone Book Screen: 'Imports' tab added to the 'Folders', 'Marketing', etc. tabs. These 'Import' folders contain the contacts from imports done using this version of the phone book or later.

Import: Improved parsing and options for phone numbers.

Import: Displays a detailed report when the import is complete that can be copied to the clipboard.

Import: Records a log of the detailed report. The import logs can be viewed from the first step of the import wizard (Select the Import File).

Import: Improved and simplified duplicate checking.

Import: All imports are saved to individual folders, available from the main phone book screen.

Contact Dashboard: Improved performance for the 'Sent Emails' tab.

Contact Edit screen: 'Insert Date' button for notes now uses mm/dd/yyyy instead of mm/dd/yy.

Contact Edit screen: Added 'find' feature to the notes.

Pipeline Items: Several minor improvements, including the display of 'Company' in the Pipeline Manager.

Email Campaign Console: Added a column 'Last Send Date' which is the date of the most recent send log for the campaign.

Other minor feature enhancements, fixes and optimizations.

Release: 18.0.217.0

Date: 2/10/17

Phone Book: Dashboard 'Marketing' button: When more than one marketing website is available, 'Add to Unsubscribe for All' and 'Add to Bad Address for All' buttons are available.

Calendar: Fixed occasional problem displaying side by side calendars of 2 or more calendars.

Calendar: When the application is left open overnight in day view, if 'today' is the current view, it automatically rolls over at midnight.

Minor feature enhancements and optimizations.

Minor typo corrections.

Release: 18.0.215.0

Date: 1/20/17

Import: Several improvements specifically added for improving the import of a LinkedIn exported contact list. One such common example is when a first name field contains 'Dr. Nicole', the value is now split into the separate values of 'Dr.' and 'Nicole'. Several other similar improvements were made as well. There are no settings for selecting this behavior. It is all done algorithmically in the background.

Lead Alert Console: Changed 'display number of days back' to a retained setting. The new setting is up to 120 days back, versus only 28 in the prior version.

Other minor enhancements and fixes to the lead alert and pipeline features.

Admin App: Sessions tab: Displays the Application column as 'OA Mobile (phone)' and 'OA Mobile (desk)' for these active sessions.

Release: 18.0.214.0

Date: 1/4/17

This is the first release of version 18.

The primary improvements in this release are related to security, Windows 10, and the new OA Mobile implementation of Office Accelerator.

Security: All code is now signed with SHA-2 encoding.

Better support for various Windows 10 devices and drivers.

Pipeline feature is released from beta (v17) and can be ordered. All data entered during the beta release is forward compatible with this final release. Contact us to activate this feature.

Data and back-end compatible with the new OA Mobile website for accessing your data on phones, tablets and your desktop.

Integrated to OA Mobile for accessing and updating usage and payment information.

Supports unlimited shared calendars at no additional cost: A user can edit calendars for inactive users that the user is proxy to (e.g. a 'Global Calendar' inactive user).

A user can change the 'assign to' or 'by' of a calendar item to any proxy user.

On new appointments, a checkbox 'Show Repeat Options on Save' has been added.

Phone book subcategories now inherit the owner and rights from the root category. Only the owner or proxy to the owner can rename or edit properties for categories, and 'access' means who can add/remove contacts for the category (and hence all sub categories).

Improvements for importing contacts, including: import multiple fields into notes; defaults to no duplicate checking; better '10 digit phone' parsing; proper formatting of 9 digit zip codes, 'Comma (CSV) Separated' is directly compatible with Excel 'Save As CSV' format.

When importing contact notes, if multiple fields are mapped to notes, the fields are concatenated to create a single notes field. A 'new line' is inserted between each concatenated field.

Improvements for exporting contacts: defaults to 1 phone, 1 email, 1 website; new field 'Street1 + Street2' which appends them to be on one line; defaults to city, state and zip checked instead of CSZ; added 'Comma (CSV) Separated' format.

New features for updating a phone book search result with zip code and/or county.

Improved email lead alerts and alert management.

Streamlined the sales pipeline additional feature.

Updated email editor.

OA Mobile Release

Date: 9/30/16

A major release of 2016 was our complete redesign of OA Mobile.

We continue to update this mobile friendly browser-based app without release notes since no download is required to get the latest features.

Release: 17.0.162.0

Date: 12/16/15

Added support for Outlook 2016 sync installation via the Add-ins menu option.

Maps and Directions: Changed from mapquest to google maps.

Release: 17.0.161.0

Date: 10/26/15

Fixed: Contact edit screen, Log and Background tab buttons were partially obscured on some systems.

Changed Email Documents default sort order to last edit date.

Added 'Owner' column to all email marketing consoles.

CIT scripts, added MISC subcommands MINIMIZE, MAXIMIZE, NORMAL, VERSION.

CIT scripts, added commands SENDKEYS_REPEAT, FINDLIST, PB_CONTACT_GETPHONEINDEX_BYTYPE, PB_CONTACT_GETADDRESSINDEX_BYTYPE.

Release: 17.0.159.0

Date: 8/7/15

Implemented Login Recovery to securely recover forgotten login credentials.

Admin App: Updated the interface and added 'Login Recovery' and 'User Session' management.

Calendar and Phone Book: Added 'Setup Login Recovery' to the File menu.

Release: 17.0.155.0

Date: 6/22/15

Campaign graphs: When selecting up to 3 campaigns to compare, added the message 'Select up to 3 campaigns'.

When the spell check add-in is disabled, on the contact edit screen, the Date, Time and Phrase buttons caused the notes to scroll back to the top.

When the main Phone Book screen is resized, the selected dashboard tabs (and folder selection tab) switch to the first ones, 'Folders' and 'Notes'.

Default values for the address fields on the Contact Edit Screen weren't loading when the company name was entered in the New Contact Wizard.

CIT tool bar: On reboot, changes to selected CIT scripts were not saving.

Release: 17.0.154.0

Date: 5/12/15

Fixed a display problem with the Surface tablets.

Export: added a progress bar during export.

Menu: Tools|Duplicate Contact Removal: added options for not checking for the exact name and/or company.

Import: fixed a problem with duplicate email checking not always working.

Import: improved handling of field mappings.

Customize the Main Phone Book Screen (tool bars, etc.) via menu File|CRM Options|Customize Main Screen. Double clicking on tool bars, etc. also allows customization.

Edit Contact screen: the Spell Check option must be enabled using the Add-Ins menu from the main phone book screen. Even when enabled, the Spell Check is still disabled on some devices (e.g. Surface) that don't support it.

Other minor enhancements and fixes.

Release: 17.0.146.0

Date: 4/14/15

Minor improvements for importing contacts.

Contact Edit screen: 'Disable Autotext Formatting' now saves between phone book sessions.

Funnel, Pipeline and Lead Alerts: Minor feature enhancements.

Release: 17.0.144.0

Date: 2/19/15

Contact dashboard: next to the name and company lines: add 'copy'.

Contact dashboard: next to the name and company lines: add 'bing' and 'google' to search with bing or google.

Marketing Funnel: sending bulk emails: allow follow up with phone call, etc.

Lead Alerts Manager: sending bulk emails: allow follow up with phone call, etc.

Added zip code lookup button to the phone book tool bar.

Faster import of contacts when checking for duplicate email addresses.

Minor feature enhancements.

Release: 17.0.136.0

Date: 1/23/15

Phone Book: add menu Tools|Zip Code Lookup.

Contact dashboard: added a 'view email' link next to each sent email.

Main phone book screen: 'Same Search' dropdown button on the search result tool bar: added 'Same Email Address'.

When viewing a sent email: added 'Sent to' 'From' 'Sent by'.

Software Update: force the download web page to open in IE instead of the default browser.

     (Chrome will sometimes cache the exe making the update not always work.)

Lead Alert console: add 'Send Emails' button to send to a group of lead alerts.

Lead Alert console: When deleting a lead alert, on the 'are you sure' prompt, include a checkbox for 'Find the contact after deleting the alert(s)'.

Prospect Funnel Manager: add 'Close Pipelines' button, which will close multiple pipelines at once.

Minor feature enhancements.

Minor bug fixes.

Release: 17.0.133.0

Date: 1/9/15

Phone Book print wizard fix for 'first phone number' option.

Release: 17.0.131.0

Date: 1/7/15

Improvements for screen resolutions of 125% and 150%.

Phone Book printing fixes for alphabetic heading and incorrect page breaks.

Minor bug fixes.

Release: 17.0.125.0

Date: 12/19/14

Sending a single email, add 'Do not ask this again' checkbox for prompt 'Send the email?'

Sending a single email, add 'Do not ask this again' checkbox for prompt 'The email was sent to...'

Campaigns: changed 'Objective' to 'Goal'.

Improvements to the Funnel feature.

Improvements to the Pipeline feature.

By default, automatically set a new pipeline's goal to the email campaign's goal.

Minor feature enhancements.

Release: 17.0.121.0

Date: 12/2/14

Changed dashboard hyperlinks to launch the default browser instead of Internet Explorer.

Minor feature enhancements.

Minor typo corrections.

Release: 17.0.120.0

Date: 11/25/14

Improvements to the Lead Alert feature.

Improvements to the Pipeline feature.

Minor feature enhancements.

Release: 17.0.119.0

Date: 11/19/14

Minor bug fixes.

Release: 17.0.118.0

Date: 11/18/14

Minor bug fixes.

Release: 17.0.117.0

Date: 11/14/14

This is the first release of version 17.

Major enhancements include: Lead Alerts and Email Campaign Groups.

Major enhancements in beta: Prospect Pipelines and Funnel Manager. Until final release, use these at your discretion. Addendum 1/4/17: The final release and updates to this feature appear in v18. Contact us to activate this feature.

Performance improvements when saving contacts, appointments and tasks, especially when the Outlook Sync is installed.