Release Notes Archive

Release: 24.0.466.0

Date: 10/23/24

Release: 24.0.464.0

Date: 9/25/24

Release: 24.0.462.0

Date: 4/1/24

Release: 23.0.452.0

Date: 10/24/23

Release: 23.0.451.0

Date: 8/30/23

Release: 23.0.450.0

Date: 8/4/23

Release: 22.0.429.0

Date: 5/30/23

Release: 22.0.428.0

Date: 12/8/22

Minor fixes and updates.

Release: 22.0.427.0

Date: 5/19/22

Minor fixes and updates.

Release: 22.0.426.0

Date: 4/15/22

Phone Book: Minor updates when adding a new contact.

Release: 22.0.425.0

Date: 4/6/22

Phone Book: Fixed a problem where, in rare instances, merging two search results fails. "Input array is longer than the number of columns in this table" is the displayed error message.

Release: 22.0.424.0

Date: 3/25/22

Phone Book: Added 'Restore Deleted Folders' and 'Restore Deleted Lists' to the Tools menu.

Phone Book: When a contact is edited, the contact's data is automatically refreshed in the search result.

Phone Book: When a user is editing a contact, if another user tries to edit the same contact, a warning is now displayed.

Phone Book: Merging 2 duplicate contacts sometimes failed even though they were eligible for merging.

Phone Book: Improved performance when dragging a list of contacts onto a folder or list.

Phone Book: Significant performance improvement for displaying the contact dashboard.

Other minor performance improvements.

Other minor fixes and updates.

Release: 22.0.417.0

Date: 2/15/22

Searching for contacts is up to twice as fast.

Minor fixes and updates.

Release: 22.0.415.0

Date: 1/25/22

Minor fixes and updates.

Release: 22.0.412.0

Date: 1/3/22

Uses updated email marketing services.

Minor fixes and updates.

Release: 22.0.411.0

Date: 12/3/21

Fixes a problem with installing over versions 21.0.365.0 and older.

Release: 22.0.410.0

Date: 11/18/21

Minor fixes and updates.

Release: 22.0.409.0

Date: 10/25/21

Minor fixes and updates.

Release: 22.0.408.0

Date: 9/7/21

Minor fixes and updates.

Release: 22.0.407.0

Date: 9/2/21

Calendar: On some computers, clicking on the 'Today' button went to yesterday's date instead of today's date.

Minor fixes and updates.

Release: 22.0.406.0

Date: 8/31/21

Minor fixes and updates.

Release: 22.0.405.0

Date: 8/13/21

Simplified and updated security.

Significant performance improvements for most operations and environments.

Tested for the latest Windows 10 compatibility.

Deeper integration with OA Mobile.

Several minor fixes and changes to various features.

Release: 21.0.383.0

Date: 3/19/21

Phone Book and Calendar: Updating the software now launches the default browser. Formerly it would always launch IE.

Phone Book: Fixed a problem with floating point custom fields. In some instances, a negative value would be rounded on save.

Other minor visual changes and optimizations.

Release: 21.0.382.0

Date: 2/9/21

Calendar: Added settings for starting up in 'Day View - Tasks Only' and 'Day View - Appts Only'.

Other minor changes.

Release: 21.0.381.0

Date: 1/29/21

Phone Book and Calendar: Updated the computer/network firewall check on application startup.

Phone Book: Fixed a problem where in some instances the contact edit screen was not correctly saving categories.

Release: 21.0.380.0

Date: 1/21/21

New Contact: Searching for an existing contact now includes Company. On the subsequent screen, buttons for 'Edit Selected Contact' and 'Create a New Contact from the same company as the selected contact' have been added.

Save Search Result to Category: Added buttons 'Add to New Top Level Category' and 'Add to a New Subcategory'.

Release: 21.0.379.0

Date: 1/20/21

New phone book feature: 'ZIP Code Distance Search' under the 'Tools' menu, plus there is a new button on the tool bar. This feature will find all contacts within a given distance of a given zip code.

Updated zip code search options for the 'ZIP Code Lookup' feature, also under the 'Tools' menu. Includes the entering of only a partial zip code, or entering only a city or a state (both no longer required).

Fix: In some instances, the contact edit screen does not show the custom field values for the contact.

Increased flexibility when merging two duplicate contacts in multi-user environments.

Release: 21.0.374.0

Date: 1/4/21

Foremost, this release includes significant and extensive updates to improve performance and latest Windows 10 compatibility.

Subfolders of 'My Phone Book' now appear under 'My Folders', formerly 'My Other Folders'.

Deeper integration with OA Mobile.

Streamlined user rights options.

Several other minor fixes and changes to various features.

OA Mobile on iOS App Store v1.0.5

Date: 11/10/20

Added support for RingCentral.

Release: 20.0.320.0

Date: 4/10/20

Improved security by consolidating all password changes and login recovery into OA Mobile.

Passwords are now required to be at least 8 characters long and may include any character, including the space character. Starting or ending the password with a space is still not allowed.

Fix: Exporting a list of contacts reports 1 less than the actual number of contacts exported. For example, if 10 contacts are exported, the report lists '9 contacts exported' even though 10 were actually exported.

Fix: On the phone book dashboard, selecting another user's calendar sometimes fails to display the correct calendar.

Other minor visual changes and optimizations.

OA Mobile on iOS App Store v1.0.4

Date: 3/4/20

Updated webview.

Release: 20.0.319.0

Date: 2/6/20

Added small and large font options for the calendar day and week view. This option can be found in the 'View' menu.

Re-introduced the 'Print Item' option in the calendar when right clicking on an appointment or task.

Calendar and Phone Book: Introduced the new 'OA' image for OA Mobile on the tool bar.

Removed 'Prospect Manager' in the phone book and fully replaced it with OA Mobile.

Fix: Phone Book print day wizard: An appointment with a duration of 0 printed extra text. For example a start and end time of 8am displayed '8:00A to 8:00A' on the printed copy.

Phone Book and Calendar: Added 'My Account' to File menu. This displays the 'My Account' page in OA Mobile.

Several performance optimizations, including application startup.

Other minor visual changes, optimizations and fixes.

Release: 20.0.314.0

Date: 12/5/19

Improved rendering for the calendar day and week views. This includes a slightly larger font, sharper display and faster load.

All functionality for the Admin Utility is implemented in OA Mobile. The Admin Utility now gives a message informing the user to use OA Mobile.

Simplified the custom user rights and coordinated them with OA Mobile.

Improved the importing of contacts for faster performance and an easier set of options.

Fix: The phone book dashboard custom field panels sometimes didn't work.

Fix: When canceling a print to the 'Microsoft Print to PDF' printer the phone book or calendar would not print again without restarting the application.

Other minor visual changes, optimizations and fixes.

Release: 20.0.304.0

Date: 6/3/19

This is the first release of version 20.

Major updates for compatibility with the new OA Mobile apps available in the Google Play Store and Apple Store.

Calendar: Updated drag and drop functionality for performance improvements with the recent Windows 10 releases.

Improved printing performance for the Calendar and Phone Book.

Improved performance for Categories, Folders and Lists.

Updated contact dashboard for performance improvements with the recent Windows 10 releases.

Prospect Manager add-in now includes texting options and support for emojis.

Updates to the Prospect Manager that match OA Mobile.

Email Campaigns now include folders containing contacts with 'Email Opened 2+ times' and 'Email Opened 3+ times'.

Many other general performance improvements.

Other minor feature enhancements, fixes and optimizations.

OA Mobile on Google Play Store v1.0.3

Date: 8/1/19

Added handling of the device's back button.

Increased the target API to 28 from 27. Google requires 28 as of 8/1/19.

OA Mobile on iOS App Store v1.0.1

Date: 6/12/19

The first public release for Apple devices.

OA Mobile on Google Play Store v1.0.1

Date: 5/28/19

The first public release for android devices.

Release: 19.0.286.0

Date: 11/9/18

Calendar: Fixed a printing problem for tab characters pasted into a task or appointment.

Contact Import: Improved handling of malformed import files and data.

Contact Export: Removed an unnecessary comma at the end of the header for comma separated files. This caused a problem with merging the data in Word.

Consolidated and simplified user rights for group address, etc. changes.

Prospect Manager: Changed 'Select Date' to 'Select Date Range'.

Dashboard 'Send Email' button: Updated for browser based email clients gmail, yahoo, outlook.com, and aol.com.

Dashboard 'Send Email' button: Added 'Copy to Clipboard' option.

Accelerator Menu in Word: Fixed a merge problem for some special characters (like 'EN DASH') copied from a web browser and saved to a contact.

Consolidated the functionality of dashboard buttons 'Smart Drop', 'Paste to' and 'Send Email'. 'Smart Drop' has been removed. 'Paste to' is now 'Copy to Clipboard'.

Other minor visual changes, optimizations and fixes.

Release: 19.0.284.0

Date: 9/27/18

Changed 'Pipeline Add-in' to 'Prospect Sales Tool', including all related items. For example, 'Prospect To Do List' and 'Prospect Sales Log'.

Updated and streamlined the Prospect Sales Tool features to match OA Mobile.

Fixed: Importing contacts could fail if the same custom field is mapped more than once.

Updated the Uri encoding for google/bing searches and maps. The former methods still work, however these now match the current google/bing implementations.

Calendar: Fixed a problem with task inbox not always refreshing when emptied.

Admin App: Fixed a problem with 'Login Recovery' status not always loading for very large numbers of users (more than 500).

Other minor visual changes and fixes.

Release: 19.0.283.0

Date: 8/15/18

Calendar: Fixed a problem with task reminders occasionally failing to dismiss.

Phone Book: In some instances, the form for changing search result text size was partially obscured.

Pipeline: Minor visual changes for better clarity.

Release: 19.0.282.0

Date: 7/10/18

This is the first release of version 19.

Significant performance improvement to contact searches.

Added a tool bar button to set the font size in the Search Result to 1 of 4 sizes. The current (default) size is the smallest.

Fast Search increased from 500 to 5000 contacts.

Much faster loading of the contact edit screen.

The dialer now launches any windows dialer that is registered to use the 'tel:' protocol, for example, Skype.

Improved export, including a log of every export.

Major improvements to the pipeline product in both functionality and integration to the phone book.

Users can now see a list of the account administrators via the Help menu.

In multi-screen environments, a 'Switch Screen' button has been added to the main phone book and calendar screens.

CIT tool bar now supports all multi-screen environments.

Many other general performance improvements.

Accelerator menu in Microsoft Word: Fixed a problem where the message 'Opening this will run the following SQL command' would sometimes display when editing documents.

Added support for WordPerfect X9.

Other minor feature enhancements, fixes and optimizations.

Release: 18.0.228.0

Date: 10/30/17

All applications: Tool bar buttons and menu items now respond on the first click when the application is not the active application. This behavior is mainly experienced on multi-screen environments. Previously, this behavior required 2 clicks. The first activated the OA application and the second selected the tool bar button or menu item.

Email Campaigns: Added 'Expires' tab with 'Activity Expiration' options for logging activity and sending lead alerts.

Marketing Options: Send Single Email tab: Added an 'Activity Expiration' option to stop logging clicks, etc. and sending lead alerts after the given number of days.

Other minor feature enhancements, fixes and optimizations.

Release: 18.0.227.0

Date: 8/25/17

Email Marketing Verified Email Console: Now displays 'Name' and 'Email' address in separate columns.

Other minor feature enhancements, fixes and optimizations.

Release: 18.0.225.0

Date: 6/21/17

Phone Book Settings: The Public Documents Path setting can now be cleared.

Contact Edit Screen: Resolved display issues on some systems.

Release: 18.0.224.0

Date: 5/17/17

Main Phone Book Screen: 'Imports' tab added to the 'Folders', 'Marketing', etc. tabs. These 'Import' folders contain the contacts from imports done using this version of the phone book or later.

Import: Improved parsing and options for phone numbers.

Import: Displays a detailed report when the import is complete that can be copied to the clipboard.

Import: Records a log of the detailed report. The import logs can be viewed from the first step of the import wizard (Select the Import File).

Import: Improved and simplified duplicate checking.

Import: All imports are saved to individual folders, available from the main phone book screen.

Contact Dashboard: Improved performance for the 'Sent Emails' tab.

Contact Edit screen: 'Insert Date' button for notes now uses mm/dd/yyyy instead of mm/dd/yy.

Contact Edit screen: Added 'find' feature to the notes.

Pipeline Items: Several minor improvements, including the display of 'Company' in the Pipeline Manager.

Email Campaign Console: Added a column 'Last Send Date' which is the date of the most recent send log for the campaign.

Other minor feature enhancements, fixes and optimizations.

Release: 18.0.217.0

Date: 2/10/17

Phone Book: Dashboard 'Marketing' button: When more than one marketing website is available, 'Add to Unsubscribe for All' and 'Add to Bad Address for All' buttons are available.

Calendar: Fixed occasional problem displaying side by side calendars of 2 or more calendars.

Calendar: When the application is left open overnight in day view, if 'today' is the current view, it automatically rolls over at midnight.

Minor feature enhancements and optimizations.

Minor typo corrections.

Release: 18.0.215.0

Date: 1/20/17

Import: Several improvements specifically added for improving the import of a LinkedIn exported contact list. One such common example is when a first name field contains 'Dr. Nicole', the value is now split into the separate values of 'Dr.' and 'Nicole'. Several other similar improvements were made as well. There are no settings for selecting this behavior. It is all done algorithmically in the background.

Lead Alert Console: Changed 'display number of days back' to a retained setting. The new setting is up to 120 days back, versus only 28 in the prior version.

Other minor enhancements and fixes to the lead alert and pipeline features.

Admin App: Sessions tab: Displays the Application column as 'OA Mobile (phone)' and 'OA Mobile (desk)' for these active sessions.

Release: 18.0.214.0

Date: 1/4/17

This is the first release of version 18.

The primary improvements in this release are related to security, Windows 10, and the new OA Mobile implementation of Office Accelerator.

Security: All code is now signed with SHA-2 encoding.

Better support for various Windows 10 devices and drivers.

Pipeline feature is released from beta (v17) and can be ordered. All data entered during the beta release is forward compatible with this final release. Contact us to activate this feature.

Data and back-end compatible with the new OA Mobile website for accessing your data on phones, tablets and your desktop.

Integrated to OA Mobile for accessing and updating usage and payment information.

Supports unlimited shared calendars at no additional cost: A user can edit calendars for inactive users that the user is proxy to (e.g. a 'Global Calendar' inactive user).

A user can change the 'assign to' or 'by' of a calendar item to any proxy user.

On new appointments, a checkbox 'Show Repeat Options on Save' has been added.

Phone book subcategories now inherit the owner and rights from the root category. Only the owner or proxy to the owner can rename or edit properties for categories, and 'access' means who can add/remove contacts for the category (and hence all sub categories).

Improvements for importing contacts, including: import multiple fields into notes; defaults to no duplicate checking; better '10 digit phone' parsing; proper formatting of 9 digit zip codes, 'Comma (CSV) Separated' is directly compatible with Excel 'Save As CSV' format.

When importing contact notes, if multiple fields are mapped to notes, the fields are concatenated to create a single notes field. A 'new line' is inserted between each concatenated field.

Improvements for exporting contacts: defaults to 1 phone, 1 email, 1 website; new field 'Street1 + Street2' which appends them to be on one line; defaults to city, state and zip checked instead of CSZ; added 'Comma (CSV) Separated' format.

New features for updating a phone book search result with zip code and/or county.

Improved email lead alerts and alert management.

Streamlined the sales pipeline additional feature.

Discontinued legacy add-in for BlackBerry sync.

Updated email editor.

OA Mobile Release

Date: 9/30/16

A major release of 2016 was our complete redesign of OA Mobile.

We continue to update this mobile friendly browser-based app without release notes since no download is required to get the latest features.

Release: 17.0.162.0

Date: 12/16/15

Added support for Outlook 2016 sync installation via the Add-ins menu option.

Maps and Directions: Changed from mapquest to google maps.

Release: 17.0.161.0

Date: 10/26/15

Fixed: Contact edit screen, Log and Background tab buttons were partially obscured on some systems.

Changed Email Documents default sort order to last edit date.

Added 'Owner' column to all email marketing consoles.

CIT scripts, added MISC subcommands MINIMIZE, MAXIMIZE, NORMAL, VERSION.

CIT scripts, added commands SENDKEYS_REPEAT, FINDLIST, PB_CONTACT_GETPHONEINDEX_BYTYPE, PB_CONTACT_GETADDRESSINDEX_BYTYPE.

Release: 17.0.159.0

Date: 8/7/15

Implemented Login Recovery to securely recover forgotten login credentials.

Admin App: Updated the interface and added 'Login Recovery' and 'User Session' management.

Calendar and Phone Book: Added 'Setup Login Recovery' to the File menu.

Release: 17.0.155.0

Date: 6/22/15

Campaign graphs: When selecting up to 3 campaigns to compare, added the message 'Select up to 3 campaigns'.

When the spell check add-in is disabled, on the contact edit screen, the Date, Time and Phrase buttons caused the notes to scroll back to the top.

When the main Phone Book screen is resized, the selected dashboard tabs (and folder selection tab) switch to the first ones, 'Folders' and 'Notes'.

Default values for the address fields on the Contact Edit Screen weren't loading when the company name was entered in the New Contact Wizard.

CIT tool bar: On reboot, changes to selected CIT scripts were not saving.

Release: 17.0.154.0

Date: 5/12/15

Fixed a display problem with the Surface tablets.

Export: added a progress bar during export.

Menu: Tools|Duplicate Contact Removal: added options for not checking for the exact name and/or company.

Import: fixed a problem with duplicate email checking not always working.

Import: improved handling of field mappings.

Customize the Main Phone Book Screen (tool bars, etc.) via menu File|CRM Options|Customize Main Screen. Double clicking on tool bars, etc. also allows customization.

Edit Contact screen: the Spell Check option must be enabled using the Add-Ins menu from the main phone book screen. Even when enabled, the Spell Check is still disabled on some devices (e.g. Surface) that don't support it.

Other minor enhancements and fixes.

Release: 17.0.146.0

Date: 4/14/15

Minor improvements for importing contacts.

Contact Edit screen: 'Disable Autotext Formatting' now saves between phone book sessions.

Funnel, Pipeline and Lead Alerts: Minor feature enhancements.

Release: 17.0.144.0

Date: 2/19/15

Contact dashboard: next to the name and company lines: add 'copy'.

Contact dashboard: next to the name and company lines: add 'bing' and 'google' to search with bing or google.

Marketing Funnel: sending bulk emails: allow follow up with phone call, etc.

Lead Alerts Manager: sending bulk emails: allow follow up with phone call, etc.

Added zip code lookup button to the phone book tool bar.

Faster import of contacts when checking for duplicate email addresses.

Minor feature enhancements.

Release: 17.0.136.0

Date: 1/23/15

Phone Book: add menu Tools|Zip Code Lookup.

Contact dashboard: added a 'view email' link next to each sent email.

Main phone book screen: 'Same Search' dropdown button on the search result tool bar: added 'Same Email Address'.

When viewing a sent email: added 'Sent to' 'From' 'Sent by'.

Software Update: force the download web page to open in IE instead of the default browser.

(Chrome will sometimes cache the exe making the update not always work.)

Lead Alert console: add 'Send Emails' button to send to a group of lead alerts.

Lead Alert console: When deleting a lead alert, on the 'are you sure' prompt, include a checkbox for 'Find the contact after deleting the alert(s)'.

Prospect Funnel Manager: add 'Close Pipelines' button, which will close multiple pipelines at once.

Minor feature enhancements.

Minor bug fixes.

Release: 17.0.133.0

Date: 1/9/15

Phone Book print wizard fix for 'first phone number' option.

Release: 17.0.131.0

Date: 1/7/15

Improvements for screen resolutions of 125% and 150%.

Phone Book printing fixes for alphabetic heading and incorrect page breaks.

Minor bug fixes.

Release: 17.0.125.0

Date: 12/19/14

Sending a single email, add 'Do not ask this again' checkbox for prompt 'Send the email?'

Sending a single email, add 'Do not ask this again' checkbox for prompt 'The email was sent to...'

Campaigns: changed 'Objective' to 'Goal'.

Improvements to the Funnel feature.

Improvements to the Pipeline feature.

By default, automatically set a new pipeline's goal to the email campaign's goal.

Minor feature enhancements.

Release: 17.0.121.0

Date: 12/2/14

Changed dashboard hyperlinks to launch the default browser instead of Internet Explorer.

Minor feature enhancements.

Minor typo corrections.

Release: 17.0.120.0

Date: 11/25/14

Improvements to the Lead Alert feature.

Improvements to the Pipeline feature.

Minor feature enhancements.

Release: 17.0.119.0

Date: 11/19/14

Minor bug fixes.

Release: 17.0.118.0

Date: 11/18/14

Minor bug fixes.

Release: 17.0.117.0

Date: 11/14/14

This is the first release of version 17.

Major enhancements include: Lead Alerts and Email Campaign Groups.

Major enhancements in beta: Prospect Pipelines and Funnel Manager. Until final release, use these at your discretion. Addendum 1/4/17: The final release and updates to this feature appear in v18. Contact us to activate this feature.

Performance improvements when saving contacts, appointments and tasks, especially when the Outlook Sync is installed.

Release: 16.0

Date: 4/22/14

The responsive html email editor is introduced.

Release: 15.0

Date: 9/17/13

This is the first version that only supports cloud hosting by Baseline Data Systems.

Email marketing is implemented.

This was a complete redesign using Visual Studio 2012, taking over 3 years to complete and fully test.

Release: BlackBerry Sync

Date: 11/21/08

First release of the BlackBerry Sync add-in.

Synchronizes the OA contact and calendar data directly to the BlackBerry phone.

Release: 14.0

Date: 3/18/05

This is the first version that supports cloud hosting of the data by Baseline Data Systems.

Accounts may still host their own data on their own Microsoft SQL server.

This release was constantly updated while the major milestones of the BlackBerry Sync and version 15 were completed.

Version 14 for local hosted SQL databases is finally retired as of 9/1/18.

Release: 12.0

Date: 10/12/04

This version is the first to support Microsoft SQL databases only.

Version 12 is the final release installable from a CD setup program.

Release: 11.0

Date: 9/16/03

Release: Palm Sync

Date: 3/27/02

The first release of the Palm Sync.

This syncs the OA contact and calendar data to Palm OS devices.

Release: 10.0

Date: 10/24/01

This version allows the user to use a Microsoft Access or Microsoft SQL database for the data.

This is the first version that uses only one database for the entire implementation. Previously, multiple databases could be created and opened.

Release: 9.0

Date: 1999

Release: 8.0

Date: 1999

The database engine is switched to the Microsoft Access engine.

Release: DayRunner 411

Date: 1999

DayRunner repackaged updated versions of the software as 411 branded software and organizer paper.

This was sold in retail stores worldwide.

Release: DayRunner Looney Tunes

Date: 1999

DayRunner repackaged updated versions of the software with Looney Tunes branded software and organizer paper.

This included Looney Tunes color schemes and various characters (Bugs Bunny, Daffy Duck, etc.) appearing throughout the software.

This was sold in retail stores worldwide.

Release: DayRunner

Date: 1998

DayRunner licensed a scaled down version of the OA Phone Book, Calendar, and QuickNotes.

Various print wizards to print on different DayRunner organizer sheets is implemented.

This was sold in retail stores worldwide.

Release: 7.0

Date: 1998

Release: 6.0

Date: 1997

Release: Softkey Instant Address Book

Date: 1997

Once again, Softkey licensed a scaled down version of the OA Phone Book.

This was sold in retail stores worldwide.

Release: Softkey Address Book Plus

Date: 1996

Softkey licensed a scaled down version of the OA Phone Book.

This was sold in retail stores worldwide.

Release: 5.0

Date: 1996

Release: 4.0

Date: 1995

Release: 3.0

Date: 1994

Info Accelerator is introduced. This includes the OA Calendar with the OA Phone Book.

This is the first release of the OA Calendar. The only calendar on the market with on-screen editing.

Release: 2.1

Date: 1993

First multi-user network version.

Release: 2.0

Date: 1992

First retail version. Available nationally in Egghead, CompUSA, and more.

Uses the Borland Paradox engine for the database.

Implemented the Accelerator Menu in Microsoft Word, WordPerfect and Lotus Ami Pro.

Available on both 5.25 and 3.5 inch floppy disks.

Release: 1.0

Date: 1991

Implements the Accelerator Menu in Microsoft Word for Windows 1.0 using PackRat for the contact data.

Only available to select clients in Southern California. The most notable being Ticketmaster.