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Desktop Sales Office Changelog

What's new in Desktop Sales Office 12.09

May 4, 2016
  • Improved: In the Task display changing Next Step and Next Date for a group of contacts or deals can now change JUST the Next Step or Next Date, rather than changing both fields. In the editing form a checkbox by Next Step and Next Date dictates whether the field will be updated.
  • Fixed: On the CALLS & RESEARCH > INTERNET tab, the slider that zooms the embedded web browser now works. Ooops.
  • ​Changed: Emails are now saved using HTML rather than rich text (RTF). The email form is a completely new form. Contacts can be dragged-and-dropped, and the time required to send emails has been reduced.
  • New: The help tab now features a Template Help button. A URL can be embedded into the template and is used to link to information about the purpose and use of each field. For example, a template that adapts fields for job seekers can link to web pages explaining how to use the program for career searches, job applications, etc.
  • New: Documents and email can contain list tables of contact and deal information. - a pseudo report writer.
  • New: The words Deals and Contacts can be aliases set via a template. For example if your business is selling maintenance contracts, you can replace the term default term "Deals" with your term "Contracts" in tabs and forms.
  • Improved: the embedded web browser that is used for researching contacts and within the Help & Internet tab now uses the latest version of Internet Explorer installed on your computer. Prior to this change, the embedded browser was Internet Explorer 7 and a lot of websites do not support IE 7.
  • New: A FILE ==> ABOUT tab has been added to the Deal and Contact forms. It contains the date created, date last modified, age, and log entries for all prior changes.
  • New: The Deal and Contact forms now have an embedded web browser. Information selected on web pages can be dragged/dropped or right-click pasted into data fields.CRM deals and web browser​
  • Changed: the Position and order of some of the fields in the Deal and Contact forms have been changed to accommodate the embedded web browser.
  • Changed: Deal and Contact icons have changed to a cleaner and modern look.
  • Deleted: Reports (based on .rtf files) have been deleted and replaced by custom reporting using documents and tables for contacts. Reporting for deals will be added in a later release.
  • New: Changing the font size in the list of Contacts or Deals changes the font size in both lists. The font size is changed via a slider above the list in the ribbon area. This adjustment can improve the readability of the Deal and Contact lists. Changing the font size only applies to the Deal and Contact lists - not to other areas of the program.
  • New: The font size of the Deal and Contact lists are remembered the next time the program runs.
  • Fixed: A minor flaw in the appearance of List Of Favorites in the Deal and Contact forms has been fixed.
  • Changed: Deal form Won and Lost icons show when a deal has been actually won or lost. Won = green, Lost = red. Whoo!
  • Improved: Configuring the program to send email via your email server now has shortcuts for 50+ email hosts like Google GMail, Yahoo! Mail, Outlook.com, Live.com, iCloud, etc.

New in Desktop Sales Office 12.08 (May 4, 2016)

  • Fixed: CONTACTS & RESEARCH tab's Email field has a search button that did not launch a Internet search for likely email addresses for the current contact. Pressing the button now launches the search.
  • Changed: CONTACTS & RESEARCH, Internet tab selected. Right clicking on a webpage with the text "BILL JONES" selected and then choosing pop-up Name>From [First Last] now converts to "proper" case - initial caps on both names. "BILL JONES" gets copied from the webpage, converted to "Bill Jones", and then the First name field contains "Bill" and the field for the Last name contains "Jones".
  • Changed: The main tabs are grouped into two groups - Information and Action & Insight. Information group contains your deals and contacts. Action & Insight provides lenses into your deals and contacts: tabs for calling & Research, Calendar, Tasks, and your Activity Log.
  • New: The Task display now manages two types of tasks - traditional tasks, and tasks that are the "next step and next date" information embedded in deals and contacts. You can quickly change the next step and next date for one or several deals or contacts.
  • Fixed: Next Step and Next Date information in a Deal is now properly saved when a pipeline is saved.
  • Fixed: Deal and Contact Next Date's may have been slightly off based upon the user's time zone. Now they are accurate no matter what the time zone or time of day.
  • Changed: Calendar no longer has checkboxes to enable/disable the display of contact and deal "next step/next date" items. They are now always displayed.
  • Fixed: Deal keywords are correctly saved to file.
  • Fixed: Deal Keywords are properly displayed in the Deal form.

New in Desktop Sales Office 12.07 (May 4, 2016)

  • Changed: Cleaner startup splash image (woo!)
  • Fixed: Empty date fields in the Contact form and Calling form do not get displayed as 1/1/1.
  • Changed: Calls & Research section, Internet tab - Home and Link buttons are moved into the top ribbon area - the browser looks a little less cluttered this way...
  • Added: Internet web pages often have both visible and hidden email addresses. When prospecting on the internet using Calls & Research section's Internet tab/browser any email addresses embedded in the web page can be easily inserted into the primary email field. All email addresses on the current webpage are automatically detected and listed as drop down choices in the primary email field. To insert a email address, choose it from the primary email field's drop down list. This is an especially useful feature when using Google GMail.
  • Changed: Calls & Research section's contact text fields like First, Middle, Last, Company, etc now show a paste-from-the-browser button to make copying text from the internet easier.
  • Changed: Calls & Research section - added call timer start/stop button in the top ribbon menu area. Changed the call timer to be hidden to allow more room/less clutter for dialogs, browser, etc. The timer hidden call timer can be viewed via the small

New in Desktop Sales Office 12.03 Beta (May 4, 2016)

  • Bug fix:
  • When exporting contacts to CSV files, empty fields were skipped, creating rows of data that did not have the smae number of fields (or columns that did not line up). Now empty fields are included in the CSV file as ", ".
  • Bug fix:
  • The form for customizing fields did not display correctly at some resolutions. The form is now sizable.
  • Copying text from contacts:
  • Text can be quickly copied from one or more contacts in the list of contacts on the Contacts tab into your computer's clipboard.. Text like contact name, phone numnbers, email address, mailing label, and all contact information are then easily pasted into other applictions like Word, Outlook, Gmail, etc, using the application's paste command.

New in Desktop Sales Office 12.01 Beta (Jul 3, 2014)

  • Customized Fields: re-purpose many of the Deal and Contact fields for your industry and your style of selling. Choose the type of field - text, date, list of favorites, list of choices, rating, percent, integer, decimal, and others. Set default value, field label, and a popup help / explanation / hint for how the field is used.
  • Template Editing: A more powerful alternative to editing field properties on-the-fly is a built in editor for changing properties of any field and saving the results in a template file.
  • 10 More User Fields: Deals and Contacts each have 10 more fields to hold sales information.
  • New Date + Time field: Allows more precise tracking of events.
  • Pop-up Help Messages: Provides immediate and accessible help for each field - tells sales people about the information needed in each field.
  • Contact shortcuts: Shortcuts for viewing contacts whose 'next step' is overdue, today, this week, or this month.

New in Desktop Sales Office 11.78 (Mar 3, 2014)

  • Deal shortcuts added to provide fast views of
  • Most Recent
  • Overdue
  • Due This Month
  • Due This Week
  • Big Deals
  • Won
  • Lost
  • Win/Lost buttons added to Deal form that set probability, expected date, and auto-journal a won/lost message.

New in Desktop Sales Office 11.70 (Jan 7, 2014)

  • Style Change - Select the program's style: Metro, Professional, Office 2010 Blue, Office 2010 Black, and Windows 7.
  • Removed support for data sharing via My @Cloud.
  • Added support for free sales data sharing via Internet data sharing services - Google Drive, Microsoft SkyDrive, DropBox.

New in Desktop Sales Office 11.68 (Apr 2, 2013)

  • Fixed - Calls & Research Progress label now readable/viewable, Rating aligned with other fields
  • Fixed - Calls & Research Country/Region can received drag-and-dropped text
  • Fixed - Calls & Research Internet URL textbox can receive drag-and-drop text, cut-and-paste text.
  • Fixed - Calls & Research ==> Calling ==> Call Result now properly updates the Contact Journal with the results of the call.
  • Calls & Reseach - Open Link Webpage and Open Link File content is displayed in the Calls & Internet embedded web browser (not in your external browser). Allows easier cut-paste and drag-drop from the embedded webpage or file to fields in the Calls & Research form.
  • Calls & Research - Added editing and personalization of the scripted talking points used when making outbound calls. Previously this was only done via the utility Sales Office Administrator.
  • Calls & Research - Calling user interface improved:
  • Time-on-call buttons have been moved off the ribbon bar and onto the Calling tab. This makes the ribbon bar cleaner - especially when NOT using the Calling tab
  • Added a time-of-day clock to the calling tab
  • Cleaned up the layout of the call result buttons and list items
  • Help & Internet - Added a shortcut to the Software On Sailboats page on Facebook.

New in Desktop Sales Office 11.65 (Mar 16, 2013)

  • Fixed - Contact Edit form and Calls & Research tab retained links from previous contacts
  • Calls & Research - Ad hoc keywords can be added from the Keywords tab
  • Calls & Research - Research browser URL and search entry improved
  • Calls & Research - selected text in the embedded web browser can be added as a Keyword by right clicking
  • Calls & Research - improved user interface for showing/hiding scripted talking points

New in Desktop Sales Office 11.62 (Mar 15, 2013)

  • Performance - Removed unecessary loading of templates - improves performance
  • vContact - vContact is a format that will be used in Desktop Sales Office v12 for storing contacts in individual files
  • Contact form: File ==> Export vCard is now File ==> Save As with an option to export as an industry standard vCard and an option to save as a vContact file.
  • Contact List - added drag-and-drop of vContact files onto the Contact list as a method of adding Contacts. Duplicate Contacts (same ID) are ignored.
  • CRM software with skypeSkype - Replaced 'Assistant Phone' field with Skype Name field in default Business2Business template to support Skype-to-Skype calls. Users of previous versions should File ==> Template ==> Reset to install the new template.
  • Skype Contact Edit form - Added placing Skype calls to Contact form's Actions. Can use Skype to call Business, Home, Mobile, or Skype Name
  • Skype - Calling & Research tab - Added Skype Call buttons to Business, Home, Mobile, and Skype Name fields. Pressing the button makes a Skype Call for the phone number or Skype Name.
  • Skype - Calls are auto-journaled with timestamp and caller information. In other words an entry is automatically created in the Contact's Journal for a Skype call.
  • Skype: the Business2Consumer template has been updated with a Skype Name field to support Skype-to-Skype calling
  • Removed modem dialing - Replaced by Skype for outbound calling.
  • Call Journal Entry - Added a Stop-And-Document button (used at the end of a call) to the Calling & Research tab's Call Timer. Pressing stops the automatic call timer and creates an entry in the Contact's Journal with the caller, date, time, and call duration. Additional notes can be added - the topic discussed, etc.
  • Color scheme changed - A darker blue for better contrast on laptops used outside or in bright lighting.
  • Usability - Text size of the lists of Deals and Contacts and be adjusted to accomodate screen sizes, lighting conditions, etc.

New in Desktop Sales Office 11.50 (Mar 15, 2013)

  • Improved the speed of Contact form - an initial delay, but subsequent Contact activity is noticeably faster.

New in Desktop Sales Office 11.40 (Mar 15, 2013)

  • vCARD support - importing and exporting
  • Drag-and-drop merging of contacts from pipeline files

New in Desktop Sales Office 11.35 (Mar 15, 2013)

  • Improved importing of contacts from text files
  • Keywords - Enabled the addition of custom keywords to contacts

New in Desktop Sales Office 9.30.3.0 (Mar 18, 2010)

  • Updated the Calls & Research tab's Execute Call Results button actions - improved clarity of automatic journal entries.
  • Fixed: Changing a contact name in the Calls & Research tab did not update the Name/Rating column of the Contact display
  • Added link to Sales University to Help & Internet tab

New in Desktop Sales Office 8.1.1 (Jan 24, 2009)

  • Complete new generation - added contacts, calling and marketing campaigns.

New in Desktop Sales Office 8.1.0 (Jan 23, 2009)

  • Updated the Email form: new image, added ommitted .pcc file so the editor functionality works. Accck.
  • Changed campaign manager to tabbed controls for better UI layout. Added font sizes. Changed some of the internals so that it saves the campaagin in more logical times.