When it’s time to upgrade your Server (or Host PC), how do you move PhonePad to your new Server?

It can be done manually, but it can be a little tricky.  There are quite a few steps.

We used to provide step-by-step instructions on how to do this, but then we thought there has to be an easier way.  So we created the Move Database tool.

It worked great.

There was a problem though.

It only handled the transfer of your PhonePad database.  You still had to install the PhonePad Server software on the new computer first, transfer the files, then install a Server Update.

To us it seemed like a lot of mucking around.  We wanted to make this simpler.  So we built a new version of Move Database.  Version 5.9.0

Now Move Database does everything.  With the click of a few buttons it doesn’t just transfer your PhonePad database to the new Server.  It also transfers your PhonePad Server, PhonePad Workstation, all of your PhonePad backups, and your PhonePad log files.  It even uninstalls PhonePad from your old Server as well.
So when you need to upgrade your Server or Host PC, remember it’s now really easy to transfer your PhonePad Server and database.

You can download Move Database using this link.

We are pleased to announce the release of PhonePad Version 5.68.1.

Changes in This Release

• IMPROVED – Auto-Discovery connection time is now faster.
• IMPROVED – Added new maintenance options.
• Minor fixes and improvements.

Important Information About MessageSender

This release is only compatible with MessageSender Version 6.20.0 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.

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.

Not sure how you update your PhonePad to a newer version?  This video will show you how easy it is.

[embedyt] https://www.youtube.com/watch?v=CBnJiWHHUn4[/embedyt]

We are pleased to announce the release of PhonePad Version 5.68.0.

Changes in This Release

• NEW: The Details and Actions drop-down lists now have a blank option.
• NEW: To Do List now has recurring tasks.
• NEW: To Do List can now be shared across multiple users.
• NEW: To Do List – More settings added.
• NEW: To Do List – Completed tasks can now be “dimmed”.
• NEW: To Do List – Personal tasks and recurring tasks are shown in a different color.
• NEW: Log Viewer – View all log errors on one screen.
• IMPROVED: To Do List – settings are now stored in the PhonePad database instead of an INI file.
• IMPROVED: To Do List – Task names now word-wrap if they are too long to fit the column.
• IMPROVED: Control Bar: Rewrote how Control Bar communicates with PhonePad, fixing issues where it did not always respond to button clicks.
• FIXED: Some issues with adding new callers in a phone message.
• FIXED: Outgoing messages could not be viewed when they were moved to another folder, eg. a public folder.
• FIXED: Setup of Voice Modem for phone number dialing was accidentally removed from Preferences.
• Minor fixes and improvements.

Important Information About MessageSender

This release is only compatible with MessageSender Version 6.20.0 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.

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.

Downloading the Update

You can download the update from your My PhonePad account or by selecting Server Updates from the System Admin menu and clicking Check for Update (you will need to log in as an administrator).

If you are a trial user you can download the update by logging in to My PhonePad Trial using the email address you used to start your trial.  Alternatively you can download the update by selecting Server Updates from the System Admin menu and clicking Check for Update (you will need to log in as an administrator).

Please contact Support if you have any problems or questions.

Installing Updates

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.

Here’s a short video that takes you through the simple steps for scheduling a meeting in PhonePad’s Appointment Calendar.

[embedyt] https://www.youtube.com/watch?v=WoHLcu67gng[/embedyt]

We are pleased to announce the release of PhonePad Version 5.67.2.

Changes in This Release

• UPDATED – MessageSender templates have been updated with new labels and fields.
• UPDATED – MessageSender Template Editor has been updated with new labels and fields.
• Minor fixes and improvements.

Important Information About MessageSender

This release is only compatible with MessageSender Version 6.20.0 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.

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.

Downloading the Update

You can download the update from your My PhonePad account or by selecting Server Updates from the System Admin menu and clicking Check for Update (you will need to log in as an administrator).

If you are a trial user you can download the update by logging in to My PhonePad Trial using the email address you used to start your trial.  Alternatively you can download the update by selecting Server Updates from the System Admin menu and clicking Check for Update (you will need to log in as an administrator).

Please contact Support if you have any problems or questions.

Installing Updates

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.

We are pleased to announce the release of PhonePad Version 5.67.1.

Changes in This Release

• ADDED – Recreate buttons have been added to the Manager Lookup Lists window for Message Details and Actions.
• FIXED – Toolbar Configuration screen was missing some toolbar buttons.
• FIXED – When logging a call on the incoming call window, the phone message form was closing itself.
• FIXED – Error E104 List Index Out of Bounds when sending a phone message where there were no message details or action.
• Minor fixes and improvements.

Important Information About MessageSender

This release is only compatible with MessageSender Version 6.19.0 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.

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.

Downloading the Update

You can download the update from your My PhonePad account or by selecting Server Updates from the System Admin menu and clicking Check for Update (you will need to log in as an administrator).

If you are a trial user you can download the update by logging in to My PhonePad Trial using the email address you used to start your trial.  Alternatively you can download the update by selecting Server Updates from the System Admin menu and clicking Check for Update (you will need to log in as an administrator).

Please contact Support if you have any problems or questions.

Installing Updates

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.

We are pleased to announce the release of PhonePad Version 5.67.0 and Appointment Calendar Version 5.1.0.

There are a lot of changes in this release.  Among these are big changes to the phone message form.  We ask that you watch the following video before updating, in case you don’t like the changes to the phone message form and want to stay on your current version.

[embedyt] https://www.youtube.com/watch?v=A_-zVSHLRa4[/embedyt]

Changes in This Release

• NEW: Appointment Calendar column width changes will be remembered between sessions.
• NEW: Appointment Calendar – All columns can be set to the same width with a couple of clicks.
• NEW: Appointment Calendar column widths can be reset to default width.
• NEW: Appointment Calendar remembers which providers are checked in the Provider List between sessions.
• NEW: Appointment Calendar remembers its size and position on the screen.
• NEW: Appointment Calendar – Provider can be changed within the appointment booking screen.
• NEW: Appointment Calendar – User Preferences screen has been added.
• NEW: Redesigned phone message form allows more options and an additional custom field.
• NEW: Added Activity Log option to Preferences.
• NEW: Identification label in Address Book can now be customized (via System Rules).
  NEW: Added Default Message Detail to Preferences.
• NEW: System Rules added for ToDo List.
• NEW: ControlBar now has different button size options.
• NEW: Added option to MessageSender settings for recreating standard templates.
• NEW: System Maintenance option has been added for the rare occasion where user accounts are damaged.
• IMPROVED: Appointment Calendar – Log Viewer button added to Admin toolbar.
• IMPROVED: Appointment Calendar – Using the backspace key when selecting a caller would delete all of the text instead of one character.
• IMPROVED: ToDo List can now be run from system tray, and can be minimized by clicking the X button.
• IMPROVED: Manage Lookup Lists interface has been improved.
• UPDATED: Label Editor has been updated for new fields.
• UPDATED: Printouts and reports now include email address.
• UPDATED: All print outs/reports have been updated in line with changes to phone message form.
• UPDATED: Database Engine updated to Version 2.35 Build 3.
• FIXED: Appointment Calendar – Error when creating a whole day appointment.
• FIXED: Appointment Calendar – It was allowing recurring appointments to be created during blocked out times.
• FIXED: Appointment Calendar – On Weekly View, a message would be displayed to select an appointment, even when one was selected.
• FIXED: Appointment Calendar – The detection of conflicts when booking appointments is now more accurate.
• FIXED: Appointment Calendar – When copying appointments, Appointment Calendar would sometimes falsely report a conflict.
• FIXED: Deleting a message triggers the new message notification.
• FIXED: Message lists would sometimes not refresh.
• FIXED: User List splitter not remembering position between sessions.
• FIXED: Error when using Quick Print: “could not search for expression in richtext”. Caused by a bug in the 3rd party report engine.
• FIXED: Custom labels were not being displayed in some printouts and reports.
• FIXED: “To” field did not always auto-select users.
• FIXED: Message receipts.
• FIXED: Some reports weren’t using label customizations.
• FIXED: ControlBar refreshing issues.
• FIXED: Broadcast messages.
• Minor fixes and improvements.

Important Information About MessageSender

This release is only compatible with MessageSender Version 6.19.0 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.

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.

Downloading the Update

You can download the update from your My PhonePad account or by selecting Server Updates from the System Admin menu and clicking Check for Update (you will need to log in as an administrator).

If you are a trial user you can download the update by logging in to My PhonePad Trial using the email address you used to start your trial.  Alternatively you can download the update by selecting Server Updates from the System Admin menu and clicking Check for Update (you will need to log in as an administrator).

Please contact Support if you have any problems or questions.

Installing Updates

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.