We are pleased to announce the release of PhonePad Version 5.82.0 and Appointment Calendar 5.15.0.

New System Rule for Configuring PhonePad Toolbars

You may not use all of the features in PhonePad so you can remove the toolbar buttons that you don’t use.  Now users can do this themselves individually, but a new system rule added in this release allows you to set the toolbar configuration for all users in one place.

You can access System Rules from the System Admin menu (you need to be a System Admin to access this).

Select User Interface and then click the Customize Toolbars button.

By default, all buttons will be selected.  Uncheck the ones you don’t want for each toolbar and click OK to save them.

Select which toolbar configurations you would like to override.  This will override any custom configurations those users have made.

Appointment Calendar

The Appointment Calendar now features a new appointment type called “Free Text Appointments”.  It’s a terrible name so if you can come up with something better we would appreciate it. ☺️

As the (rather pathetic) name suggests, you can freely type text into this appointment type.

It doesn’t have to be names either.  You can type in anything you want.

You have the option of adding a room for the appointment.  This can be added, edited or removed at any time.  For example, you might decide to move the appointment to a bigger meeting room later on.  Or you don’t have to assign a room at all.

The Free Text appointment will be displayed with the text you entered, and a room if you assigned one.

ToDo List

You may have found that reminders for ToDo List tasks may have appeared too frequently, to the degree that they become annoying.

Now you can change how often you want reminders to be displayed.

Problems?

We’re human too and we’re definitely not perfect.  Like most other humans, we can make mistakes.  If you find a mistake or a bug, please let us know and we’ll fix it as quickly as possible.

Changes in This Release

• NEW: A new system rule allows system administrators to configure PhonePad toolbars for all users.
• NEW: Appointment Calendar – Added a new appointment type called Free Text Appointments that allows typing of any text. Also allows room to be assigned.
• NEW: ToDo List – Reminder frequency settings added.
• IMPROVED: Appointment Calendar – Standard Appointments now have the option to assign a room.
• FIXED: Appointment Calendar – Rooms booked with appointments were not appearing on the Rooms view.
• FIXED: ToDo List – Checkboxes weren’t working in Edit mode.
• FIXED: ToDo List – Expired task could not be completed.
• FIXED: System Rules was not saving some of the ToDo List settings.
• Minor fixes and improvements.

Important Information About MessageSender

This release is only compatible with MessageSender Version 6.22.0 or later.

Installation Information

Please note: Server Updates must be installed on your Server or Host PC, not your workstation (unless your workstation is also the Host PC) – they cannot be installed directly on your workstations.  Make sure all users are logged out of PhonePad as the PhonePad Server will be stopped during the update and then restarted once it has completed.  Workstations will be automatically updated when PhonePad 5 Workstation is started on each workstation. Important: When downloading and installing an update from your My PhonePad account, make sure it’s actually the update and not the server setup program.

How Updates Work

Please read: You do not need to install every update between this one and the last update you installed.  PhonePad uses a smart update system that compares your current PhonePad system with what’s in the update, works out what changes are required, and then makes those changes.  So if you are a few versions behind don’t worry.  You can skip all of the updates in between and go straight to this update.

Updates and Anti-Virus Software

Depending on the anti-virus software you use, when you install a Server Update your AV software may class the updated software as a different program due to the change in binary signature.  If you experience speed or freezing issues after an update, you may need to reconfigure your AV software to stop real-time scanning of PhonePad.  This may need to be done on the both your Server or Host PC, and your workstations.

Digital Signatures

All PhonePad executables and DLLs are digitally signed for your protection.

You can confirm that a file is safe by right-clicking on it and selecting Properties from the popup menu, and then selecting the Digital Signatures tab.

Downloading the Update

You can download the update from your My PhonePad account.

If you are a current trial user you can download the update by logging in to My PhonePad Trial using the email address you used to start your trial.

Please contact Support if you have any problems or questions.

Installing Updates

If you’re unsure of how to install updates, please watch the video on this blog post.

You will need to have a current Update Plan to install this update.  If your Update Plan has expired, you will need to renew it before you can install this update.

Update Installation Service

If you would rather have the Server Update installed for you, you can arrange for us to remote connect and install it.  The cost is $37 and you can schedule a date and time here: https://www.cybercom-software.com/remote-server-update-assistance.htm .

For the first time ever, we have decided to do Black Friday and Cyber Monday sales!

We very rarely ever offer discounts, so if you don’t already have all of our software (PhonePad, MessageSender, and Appointment Calendar) then take advantage of a 30% discount on everything!

All you have to do is visit our website and click on the offer that pops up.

But don’t wait because once Tuesday is here, the discounts go away and may never come back.

We are pleased to announce the release of PhonePad Version 5.81.0 and Appointment Calendar 5.14.0.

Changes in This Release

• NEW: Added a setting that allows you to extend the display time of the Caller ID popup that is displayed when a call comes in.
• NEW: Added an option to set the Caller ID popup window to be on top of all Windows.
• NEW: Unit field added to the Address Book for Business, Postal and Home addresses.
• NEW: Appointment Calendar: Address Book entry can now be viewed from the appointment screen.
• IMPROVED: Changed the way Best Contact Number works in the Address Book.
• FIXED: Appointment Calendar: Repeating appointments didn’t always work correctly.
• FIXED: Appointment Calendar: Unable to edit Concurrent Appointments in Week View.
• FIXED: Appointment Calendar: Unable to edit existing repeat appointments as they come up as conflicts on the calendar.
• .Minor fixes and improvements.

Important Information About MessageSender

This release is only compatible with MessageSender Version 6.22.0 or later.

Installation Information

Please note: Server Updates must be installed on your Server or Host PC, not your workstation (unless your workstation is also the Host PC) – they cannot be installed directly on your workstations.  Make sure all users are logged out of PhonePad as the PhonePad Server will be stopped during the update and then restarted once it has completed.  Workstations will be automatically updated when PhonePad 5 Workstation is started on each workstation. Important: When downloading and installing an update from your My PhonePad account, make sure it’s actually the update and not the server setup program.

How Updates Work

Please read: You do not need to install every update between this one and the last update you installed.  PhonePad uses a smart update system that compares your current PhonePad system with what’s in the update, works out what changes are required, and then makes those changes.  So if you are a few versions behind don’t worry.  You can skip all of the updates in between and go straight to this update.

Updates and Anti-Virus Software

Depending on the anti-virus software you use, when you install a Server Update your AV software may class the updated software as a different program due to the change in binary signature.  If you experience speed or freezing issues after an update, you may need to reconfigure your AV software to stop real-time scanning of PhonePad.  This may need to be done on the both your Server or Host PC, and your workstations.

Digital Signatures

All PhonePad executables and DLLs are digitally signed for your protection.

You can confirm that a file is safe by right-clicking on it and selecting Properties from the popup menu, and then selecting the Digital Signatures tab.

Downloading the Update

You can download the update from your My PhonePad account.

If you are a current trial user you can download the update by logging in to My PhonePad Trial using the email address you used to start your trial.

Please contact Support if you have any problems or questions.

Installing Updates

If you’re unsure of how to install updates, please watch the video on this blog post.

You will need to have a current Update Plan to install this update.  If your Update Plan has expired, you will need to renew it before you can install this update.

Update Installation Service

If you would rather have the Server Update installed for you, you can arrange for us to remote connect and install it.  The cost is $37 and you can schedule a date and time here: https://www.cybercom-software.com/remote-server-update-assistance.htm .

We are pleased to announce the release of PhonePad Version 5.80.0 and Appointment Calendar 5.12.0.

Changes in This Release

• NEW: Added two new options for the Caller ID popup window – Stay on Top and Auto Close.
• NEW: Appointment Calendar – Appointments now show who booked the appointment.
• NEW: Appointment Calendar – Maximum appointment duration is now calculated on the appointment time and the number of minutes left in the work day.
• NEW: Appointment Calendar – Appointment Details splitter now remembers position between sessions.
• NEW: Appointment Calendar – Provider List can now be manually sorted using drag and drop.
• IMPROVED: Control Bar – Added a checkbox to settings that allows you to set Control Bar to stay on top (or not).
• IMPROVED: Appointment Calendar: Creation and Update information added to Appointments windows.
• UPDATED: Address Book import has been updated to include fields for Spouse Fullname, Firstname, Middlename, Lastname, Work Phone, Mobile/Cell Phone, as well as best contact number. This coincides with a new version of CSV Header Editor.
• FIXED: Address Book import was allowing duplicate contacts to be imported.
• FIXED: Postal Country in Address Book was not being saved.
• FIXED: When saving an Address Book entry, errors were displayed if the Best Contact Number was not set.
• Minor fixes and improvements.

Important Information About MessageSender

This release is only compatible with MessageSender Version 6.22.0 or later.

Installation Information

Please note: Server Updates must be installed on your Server or Host PC, not your workstation (unless your workstation is also the Host PC) – they cannot be installed directly on your workstations.  Make sure all users are logged out of PhonePad as the PhonePad Server will be stopped during the update and then restarted once it has completed.  Workstations will be automatically updated when PhonePad 5 Workstation is started on each workstation. Important: When downloading and installing an update from your My PhonePad account, make sure it’s actually the update and not the server setup program.

How Updates Work

Please read: You do not need to install every update between this one and the last update you installed.  PhonePad uses a smart update system that compares your current PhonePad system with what’s in the update, works out what changes are required, and then makes those changes.  So if you are a few versions behind don’t worry.  You can skip all of the updates in between and go straight to this update.

Updates and Anti-Virus Software

Depending on the anti-virus software you use, when you install a Server Update your AV software may class the updated software as a different program due to the change in binary signature.  If you experience speed or freezing issues after an update, you may need to reconfigure your AV software to stop real-time scanning of PhonePad.  This may need to be done on the both your Server or Host PC, and your workstations.

Digital Signatures

All PhonePad executables and DLLs are digitally signed for your protection.

You can confirm that a file is safe by right-clicking on it and selecting Properties from the popup menu, and then selecting the Digital Signatures tab.

Downloading the Update

You can download the update from your My PhonePad account.

If you are a current trial user you can download the update by logging in to My PhonePad Trial using the email address you used to start your trial.

Please contact Support if you have any problems or questions.

Installing Updates

If you’re unsure of how to install updates, please watch the video on this blog post.

You will need to have a current Update Plan to install this update.  If your Update Plan has expired, you will need to renew it before you can install this update.

Update Installation Service

If you would rather have the Server Update installed for you, you can arrange for us to remote connect and install it.  The cost is $37 and you can schedule a date and time here: https://www.cybercom-software.com/remote-server-update-assistance.htm .

We are pleased to announce the release of PhonePad Version 5.79.0.

Changes in This Release

• NEW: Address Book fields for Spouse: Firstname, Middlename, Lastname, Work Phone, Mobile/Cell Phone.
• NEW: AddressBook- Best Contact Number.
• FIXED: Some users were experiencing random shutdowns of PhonePad.
• Minor fixes and improvements.

Important Information About MessageSender

This release is only compatible with MessageSender Version 6.22.0 or later.

Installation Information

Please note: Server Updates must be installed on your Server or Host PC, not your workstation (unless your workstation is also the Host PC) – they cannot be installed directly on your workstations.  Make sure all users are logged out of PhonePad as the PhonePad Server will be stopped during the update and then restarted once it has completed.  Workstations will be automatically updated when PhonePad 5 Workstation is started on each workstation. Important: When downloading and installing an update from your My PhonePad account, make sure it’s actually the update and not the server setup program.

How Updates Work

Please read: You do not need to install every update between this one and the last update you installed.  PhonePad uses a smart update system that compares your current PhonePad system with what’s in the update, works out what changes are required, and then makes those changes.  So if you are a few versions behind don’t worry.  You can skip all of the updates in between and go straight to this update.

Updates and Anti-Virus Software

Depending on the anti-virus software you use, when you install a Server Update your AV software may class the updated software as a different program due to the change in binary signature.  If you experience speed or freezing issues after an update, you may need to reconfigure your AV software to stop real-time scanning of PhonePad.  This may need to be done on the both your Server or Host PC, and your workstations.

Digital Signatures

All PhonePad executables and DLLs are digitally signed for your protection.

You can confirm that a file is safe by right-clicking on it and selecting Properties from the popup menu, and then selecting the Digital Signatures tab.

Downloading the Update

You can download the update from your My PhonePad account.

If you are a current trial user you can download the update by logging in to My PhonePad Trial using the email address you used to start your trial.

Please contact Support if you have any problems or questions.

Installing Updates

If you’re unsure of how to install updates, please watch the video on this blog post.

You will need to have a current Update Plan to install this update.  If your Update Plan has expired, you will need to renew it before you can install this update.

Update Installation Service

If you would rather have the Server Update installed for you, you can arrange for us to remote connect and install it.  The cost is $37 and you can schedule a date and time here: https://www.cybercom-software.com/remote-server-update-assistance.htm .

PhonePad has a nifty little feature that allows you to send SMS text messages to any of your clients.

To do this though, you first need to set some things up.  We’ll go through that here.

SMS Gateway Provider

First things first.

We don’t have the infrastructure, capacity or resources to be an SMS Gateway provider, so you’ll need to open an account with a 3rd party provider.

Currently, PhonePad supports SMS Global and Clickatel.

Select an SMS Message Provider

Once you have your SMS account, you’ll need to set it up in PhonePad.

1. Select Communication Settings from the System Admin toolbar.
2. Select SMS.
3. Select the appropriate SMS Provider from the drop-down list.
4. Enter the details of your SMS account.
5. Toggle the Active switch to ON.
6. Click the OK button.

Enable SMS Access

Next, you need to enable access to the SMS feature.

1. Select System Rules from the System Admin toolbar.
2. Select SMS.
3. Check the Allow users to send messages using SMS checkbox.
4. Click the OK button.

Give Individual Users SMS Access

In the section above we enabled general SMS access to users, but there is one final step to give user access.  You have to grant access to each user individually.

You may wonder why we did it this way.

It’s so you can disable or enable SMS access for everyone with a couple of clicks.

But when SMS access is enabled, you may not want all users to have access.  That’s why this next step enables or disables access individually for each user.

1. Select User Management from the Manager toolbar.
2. Select a user from the list of users.
3. Click the SMS button.
4. Check the Allow sending of SMS Messages checkbox.
5. Click OK.

The user should now be able to send SMS messages.

Sending SMS Messages

1. Click on the Short Messages button the toolbar and select Send SMS.
2. Click on the small button to the right of the Send To field.
3. Select the client from the list.
4. Click OK.
5. Type your message and click Send.

Sending SMS Text Messages from a Phone Message

You can also send SMS messages by selecting a phone message, right-clicking on it, and selecting Send SMS Message from the popup menu.

The caller details will be pre-filled for you.

That’s It

That’s all you need to do.  Once you’ve done all that you’re good to go.

Have fun.

We are pleased to announce the release of PhonePad Version 5.78.0 and Appointment Calendar Version 5.10.0.

This is a maintenance release (only bug fixes).

Changes in This Release

• NEW: Address Book search feature now has an All option that searches all fields.
• NEW: Appointment Calendar – Allow non-clients to be entered and edited.
• NEW: Appointment Calendar – Double-clicking on an empty time slot will create a new appointment (this feature can be enabled/disabled).
• NEW: Added option to minimize Control Bar when X button clicked.
• NEW: Added Test Connection option to Workstation Config.
• CHANGED: New version check no longer checks for Update Plan expiry.
• FIXED: Control Bar doesn’t close when PhonePad closes.
• FIXED: Gateway Address for SMS Global was no longer working because it had been changed.
• FIXED: SQL Performance – error when printing report.
• FIXED: Print Month missing from print button on toolbar.
• Minor fixes and improvements.

Important Information About MessageSender

This release is only compatible with MessageSender Version 6.22.0 or later.

Installation Information

Please note: Server Updates must be installed on your Server or Host PC, not your workstation (unless your workstation is also the Host PC) – they cannot be installed directly on your workstations.  Make sure all users are logged out of PhonePad as the PhonePad Server will be stopped during the update and then restarted once it has completed.  Workstations will be automatically updated when PhonePad 5 Workstation is started on each workstation. Important: When downloading and installing an update from your My PhonePad account, make sure it’s actually the update and not the server setup program.

How Updates Work

Please read: You do not need to install every update between this one and the last update you installed.  PhonePad uses a smart update system that compares your current PhonePad system with what’s in the update, works out what changes are required, and then makes those changes.  So if you are a few versions behind don’t worry.  You can skip all of the updates in between and go straight to this update.

Updates and Anti-Virus Software

Depending on the anti-virus software you use, when you install a Server Update your AV software may class the updated software as a different program due to the change in binary signature.  If you experience speed or freezing issues after an update, you may need to reconfigure your AV software to stop real-time scanning of PhonePad.  This may need to be done on the both your Server or Host PC, and your workstations.

Digital Signatures

All PhonePad executables and DLLs are digitally signed for your protection.

You can confirm that a file is safe by right-clicking on it and selecting Properties from the popup menu, and then selecting the Digital Signatures tab.

Downloading the Update

You can download the update from your My PhonePad account.

If you are a current trial user you can download the update by logging in to My PhonePad Trial using the email address you used to start your trial.

Please contact Support if you have any problems or questions.

Installing Updates

If you’re unsure of how to install updates, please watch the video on this blog post.

You will need to have a current Update Plan to install this update.  If your Update Plan has expired, you will need to renew it before you can install this update.

Update Installation Service

If you would rather have the Server Update installed for you, you can arrange for us to remote connect and install it.  The cost is $37 and you can schedule a date and time here: https://www.cybercom-software.com/remote-server-update-assistance.htm .

We are pleased to announce the release of PhonePad Version 5.77.3.

This is a maintenance release (only bug fixes).

Changes in This Release

• FIXED: MasterView not displaying messages.
• FIXED: News items under News could not be clicked.
• Minor fixes and improvements.
  

  Important Information About MessageSender

  This release is only compatible with MessageSender Version 6.22.0 or later.

  Installation Information

  Please note: Server Updates must be installed on your Server or Host PC, not your workstation (unless your workstation is also the Host PC) – they cannot be installed directly on your workstations.  Make sure all users are logged out of PhonePad as the PhonePad Server will be stopped during the update and then restarted once it has completed.  Workstations will be automatically updated when PhonePad 5 Workstation is started on each workstation. Important: When downloading and installing an update from your My PhonePad account, make sure it’s actually the update and not the server setup program.

  How Updates Work

  Please read: You do not need to install every update between this one and the last update you installed.  PhonePad uses a smart update system that compares your current PhonePad system with what’s in the update, works out what changes are required, and then makes those changes.  So if you are a few versions behind don’t worry.  You can skip all of the updates in between and go straight to this update.

  Updates and Anti-Virus Software

  Depending on the anti-virus software you use, when you install a Server Update your AV software may class the updated software as a different program due to the change in binary signature.  If you experience speed or freezing issues after an update, you may need to reconfigure your AV software to stop real-time scanning of PhonePad.  This may need to be done on the both your Server or Host PC, and your workstations.

  Digital Signatures

  All PhonePad executables and DLLs are digitally signed for your protection.

  You can confirm that a file is safe by right-clicking on it and selecting Properties from the popup menu, and then selecting the Digital Signatures tab.

  

  Downloading the Update

  You can download the update from your My PhonePad account.

  If you are a current trial user you can download the update by logging in to My PhonePad Trial using the email address you used to start your trial.

  Please contact Support if you have any problems or questions.

  Installing Updates

  If you’re unsure of how to install updates, please watch the video on this blog post.

  You will need to have a current Update Plan to install this update.  If your Update Plan has expired, you will need to renew it before you can install this update.

  Update Installation Service

  If you would rather have the Server Update installed for you, you can arrange for us to remote connect and install it.  The cost is $37 and you can schedule a date and time here: https://www.cybercom-software.com/remote-server-update-assistance.htm .