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 Do that by going to Control Panel > Programs and Features and select Centerbase Outlook Add-in > Uninstall.
- 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.
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