• The ability to define/change the program background color and image. This means users can add a company logo or personal images if they choose.
• New toolbar icons were added within the application.
• New activity icons were added within the application.
• The scheduler GUI was updated.

• Ability to view All Users’ timeless and timed activities in the Scheduler.
• Ability to reassign mass activities from one AgentOffice user to another.
• On the Schedule an Activity screen, the Show Schedule button displays the selected user’s scheduler (instead of the logged in user’s schedule).
• Ability to view the Schedule an Activity screen by double-clicking on an activity in the Old Business activity list.
• Auto-population of the time on the Schedule an Activity screen when you select a time in Scheduler and select the Schedule an Activity option.

Contact Import Enhancements

• Additional e-mail address import field options to accommodate import packages that contain 2 or more e-mail addresses.  You can associate existing e-mail types or add e-mail types on the fly to e-mail addresses in a contact import package.
• Additional mailing address import field options to accommodate import packages that split the address street number, street name, direction point, and street designation.
• Ability to import categories from within the import package into AgentOffice and associate the imported categories to the appropriate imported contact record.
• Ability to globally associate existing AgentOffice categories to contacts within the import package.
• Prompts during the import process to allow you to enter default information, which will auto-populate all contacts within the import package with the entered information.
• During the import process, duplicate record checking between existing contacts and contacts in the import package with the option to update or add duplicates.

New Document Manager Module

• Ability to import significant documents directly into AgentOffice Document Manager or an AgentOffice record.
• Ability to link the documents to contacts, listings, and/or sales.
• Ability to assign documents to categories.
• Ability to view documents using the associated application.
• Ability to export documents, including to CD.
• Ability to e-mail documents.
• Documents are backed up and synchronized during AgentOffice backups and Accusync.

Referral Management Enhancement

• Ability to track which clients have referred you as a client (Referred By), and what referrals to clients/contacts your contacts have made (Referrals).

ZipForm/WINForms Integration

• Integration with the desktop and online versions of ZipForm and WINForms to create new transactions with data from transactions and contacts in AgentOffice.
• Integration with the desktop version of ZipForm and WINForms to associate transaction related forms to a transaction.
• Integration to ZipForm and WINForms available within the AgentOffice Contact, Listing and Sales modules.
• Ability to add new transactions to ZipForm and WINForms that include contacts related to the transactions, for example, buyer and seller, buyer and seller agent, buyer and seller attorney, lender agent, title agent, escrow and appraiser.

• Ability to change a closed sale back to pending. Previously, closed sales status could not be changed.
• After fresh install, the system now opens the Desktop module by default.
• After fresh install, the systems e-mail setting to save attachments is now enabled to save attachments by default.
• AgentOffice integration with the ClickYes software. If AgentOffice detects ClickYes running on the system, AgentOffice will display dynamic settings the E-mail Settings providing the user to establish AgentOffice specific settings when sending e-mails. If ClickYes is not detected, the system does not display the settings. Note – we will not distribute nor endorse ClickYes, but since this seems to be the program users are using, we decided to at least work with it.
• AgentOffice provides users with the ability to backup to CD writable drives (CD must be previously formatted).
• Presentation Designer now accepts jpg , pcx and tif files.
• Presentation Designer now provides more color options.
• The “Move to Today” button in the Old Business has been changed to “Move to ….” button. When selected, AgentOffice prompts to select date to move activity too.
• On new compose e-mail, when a signature automatically inserts, the cursor now defaults to the To: field instead of at the bottom of the signature.
• Expanded listing street name field to 40 characters.
• Added APN field to most Listing reports and Sales Closing reports.
• Added Escrow/Closing # and Title Order # fields to most Sales Closing Reports.
• The listing report issue regarding blank listing dates would display as 12/30/1899 when generating listing reports has been fixed to display nothing if there is no date entered in any of the date fields.
• Updating APP Interface install to handle newer Hotsync versions. New APP Interface install doesn’t install conduit dll files anymore, the AgentOffice install installs the conduit dll files.
• Paragon.cmi file now installs to program directory and no longer to the data directory.
• Fixed odd behavior with “Other Button”.
• Plan Manager “Copy Plan” feature now copies the notes in the activities to the copied plan.
• Desktop > Old Business section now refreshes when activities are moved or completed from Old Business, then Old Business closed and the system returns to the Desktop.
• A completed e-mail activity now displays in the scheduler. Previously the completed e-mail activity would appear on the contact record, but wouldn’t display in the scheduler.
• Unneeded contact fields removed from Contact Lookup options.
• AgentOffice handles higher DPI settings than previously. Previously, if the DPI settings where higher, the user would see scroll bars in various modules.
• Commission reports sort by status and now the sub-sort is based on date.
• Both Win2003 and XP: If installation of Kernel-mode print drivers is not allowed, the ePrint software would install, but the print driver would not install. When attempting to generate a pdf, via ePrint, the system would fail at pdf creation. Now the AO install checks to verify Kernel-mode print drivers are enabled and prompts the user if it’s not enabled by displaying message indicating that the group policy needs to modified before AO can be installed.
• Contact Import – The comma delimited import title bar now states “Comma Delimited Import” for both the import utility through the Contact module and through the AgentOffice import utility (olaimp32.exe).
• Updated report engine to use Crystal Reports Version 11.
• Modified RETS connectivity login to prompt user for username and password if the login fails to allow it to be used with sites that have implemented the Safe MLS initiative. Safe MLS requires that a new password be entered each time a user logs into the site.