Follow the steps below to update your Outlook add-in for your installed Outlook desktop app.
- Make sure to CLOSE all outlook applications
- Uninstall your existing Outlook add-in - Required
- Download the latest version from the Downloads Page
- Run the installer
- When the installation is complete, launch Outlook
- Open the Centerbase Outlook add-in settings.
- If necessary, re-enter your:
- User name: Same as you use to log into the Centerbase website
- Password: Same as you use to log into the Centerbase website
- Server: This is in the form of YOURFIRM.CENTERBASE.COM
- No https:// or other URL data should be entered in the server field.
- Click Login
- Note: If you check 'Remember Password' when the Centerbase login prompt appears the next time you start Outlook, you won't need to enter your password each time you start Outlook.
- Note: If you check 'Remember Password' when the Centerbase login prompt appears the next time you start Outlook, you won't need to enter your password each time you start Outlook.
- You should have a successful connection to your server at this point.
New Features
- Support for latest releases of Outlook
- Centerbase does not log in when starting Outlook to improve startup speed and prevent Outlook from automatically and constantly disabling add-in. It now logs in the first time you use a Centerbase action.
- Centerbase will ONLY attach to records you specify, regardless of where the email address is entered in the Centerbase records. This requires changing a setting in System Settings>System Configuration>Advanced Configuration>Do Not Attache Emails to All Related Items> Checked = Yes
- There is now a Centerbase group with new actions right on the Home Tab to easily access the add-in features.
- There is a new Centerbase tab with all the options and your settings.
- There is a new feature called 'Time Entry'. This allows creating a slip or billing entry without attaching the email (although you can still attach from this button). Previously when creating a time entry the email would always be attached.
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