Updating your Desktop Outlook Add In to the Latest Version

Follow the steps below to update your Outlook add in for your installed Outlook desktop app.

Download the latest version from the support downloads page
Make sure to CLOSE all outlook applications
Uninstall your existing Outlook add in - Required when updating to Version 7.10!
Run the new setup installer
When installation is complete, launch Outlook
Open the Centerbase Outlook add in settings. There is now a NEW Centerbase tab in Outlook.
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 syntax YOURFIRM.CENTERBASE.COM
  - No https:// or other URL data should be entered in the server field.
- Click Login
  - Note: The next time you start Outlook, if you check 'Remember Password' when the Centerbase login prompt appears, you wont need to enter your password each time you start Outlook.
You should have 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 your Advanced Settings. See below.

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 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.