Addendum 1: Recent Updates
New Install
After expanding the zip file, drag the ContaxCRM folder into your Applications folder (Macintosh OSX) or Program Files folder (Windows). You can actually put the folder wherever you like, the above locations are only recommendations. To run the program double click the ContaxCRM.app file (Macintosh OSX) or ContaxCRM.exe (Windows).
After expanding the zip file, drag the ContaxCRM folder into your Applications folder (Macintosh OSX) or Program Files folder (Windows). You can actually put the folder wherever you like, the above locations are only recommendations. To run the program double click the ContaxCRM.app file (Macintosh OSX) or ContaxCRM.exe (Windows).
Upgrade
After expanding the zip file, open the ContaxCRM folder and drag the ContaxCRM.app file (Macintosh OSX) or ContaxCRM.exe file (Windows) into your existing ContaxCRM folder. When prompted, confirm that you wish to overwrite the existing file.
1.9.7
Add an iCal Event from ContaxCRM (Mac OSX Only)
Alt-I Shortcut Key for New iCal Event
iCal Event Saved to ContaxCRM History
Double Click Arten Science Logo on Main Window, Launches the Arten Science Website
1.9.6
Email footer text option added to the Compose Email window
CSV Address Book Export Script
Capture Incoming Email for ContaxCRM Script
Alt-H Shortcut - Insert History Event
History Event Drop Zone: Drag and Drop Text Documents into Contact History
Outstanding Tasks shown on Main Screen
ooSooM tab replaced by separate Tasks and Documents tabs
1.9.5
The Modules Menu has a Link to other CRM Suite programs.
Trial Limitations Relaxed: 40 Logons now Allowed with the Trial Version
Trial Limitations Relaxed: 1000 Contacts now allowed with the Trial Version
Bug in the Compose Email window - Fixed
Some Menu Items re-arranged for better consistency and user experience
1.9.4
User Definable Status Labels, Setup from System Setup, Available as a Search Set
New Type: Member
1.9.3
'Order Received' Option Added to History Event Types
Enhancements to the TLRS Display
Full Screen Mode now available
Update your Twitter Status from within ContaxCRM
Send @Reply Messages to Contacts, Recorded to History
Consistent Window Effects
User Interface Improvements
Bug in the Compose Email window if Subject had more than one word - Fixed
1.9.2
Only Active Contacts are shown in the Contacts List
In-active Contacts can be seen in the Data Tools window
History Event Types:
General
Email Sent
Email Received
Incoming Call
Outgoing Call
Visit
1.9.1
Contacts now listed in their Rated Colour, ie: Red, Green or Amber
Contacts list can now be sorted by rated colour.
These changes make it virtually instantaneous to show, for example, all Prospects with a High Potential Success rating.
1.9.0
Single User or Multi-User with MySQL
(Requires Purchase of a Multi-User License)
Add an iCal Event from ContaxCRM (Mac OSX Only)
Alt-I Shortcut Key for New iCal Event
iCal Event Saved to ContaxCRM History
Double Click Arten Science Logo on Main Window, Launches the Arten Science Website
1.9.6
Email footer text option added to the Compose Email window
CSV Address Book Export Script
Capture Incoming Email for ContaxCRM Script
Alt-H Shortcut - Insert History Event
History Event Drop Zone: Drag and Drop Text Documents into Contact History
Outstanding Tasks shown on Main Screen
ooSooM tab replaced by separate Tasks and Documents tabs
1.9.5
The Modules Menu has a Link to other CRM Suite programs.
Trial Limitations Relaxed: 40 Logons now Allowed with the Trial Version
Trial Limitations Relaxed: 1000 Contacts now allowed with the Trial Version
Bug in the Compose Email window - Fixed
Some Menu Items re-arranged for better consistency and user experience
1.9.4
User Definable Status Labels, Setup from System Setup, Available as a Search Set
New Type: Member
1.9.3
'Order Received' Option Added to History Event Types
Enhancements to the TLRS Display
Full Screen Mode now available
Update your Twitter Status from within ContaxCRM
Send @Reply Messages to Contacts, Recorded to History
Consistent Window Effects
User Interface Improvements
Bug in the Compose Email window if Subject had more than one word - Fixed
1.9.2
Only Active Contacts are shown in the Contacts List
In-active Contacts can be seen in the Data Tools window
History Event Types:
General
Email Sent
Email Received
Incoming Call
Outgoing Call
Visit
1.9.1
Contacts now listed in their Rated Colour, ie: Red, Green or Amber
Contacts list can now be sorted by rated colour.
These changes make it virtually instantaneous to show, for example, all Prospects with a High Potential Success rating.
1.9.0
Single User or Multi-User with MySQL
(Requires Purchase of a Multi-User License)
