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.

• 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.
    
    
    
    
    
    

• 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.