The History of WhoPaste
WhoPaste 4.6.3 Release Notes
June 8th 2010

CHANGES
Daylite
- Linked Opportunity for Organizations (optional)


BUG FIXES
- continuous progress on extraction and recognition
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WhoPaste 4.6.2 Release Notes
May 26th 2010

CHANGES
User Defined Labels for Review Window
- Full user control over labels shown on the review window

Social Networks
- Added support for many more social networks - thanks Jessica B
MySpace; Netflix, Picassa, Vimeo, Bloger,
del.icio.us, Digg, FourSquare, Posterous, Reedit, StumbleUpon,
Technorati, and WordPress
send in requests for further support

Firefox
- Added support for opening a tabbed window for social media sites using Firefox - thanks Jessica B

Rapportive
- Added support for Rapportive - thanks Jessica B
Rapportive is a free widget for GMail users -- accumulates social media and more into the GMail interface
WhoPaste reads the Rapportive text output for contact data as well as social
used with WhoPaste ‘open tabbed’ window - very convenient access to social view


BUG FIXES
- better handling of the European convention of multiple phones on one line
Tel: 33 99 99 / 23 58 88 99

- Middle Initial of ‘M.’ for a name with appellation of M.D. caused confusion

- examining for short phone labels (eg m, f, or c) sometimes confused the street address parsing

- better handling of stray grammatical marks (eg periods, commas, semicolons) in single line addresses

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WhoPaste 4.6.0 Release Notes
April 10th 2010


ANNOUNCEMENTS

WhoPaste for iPhone has been submitted to the App Store! = :-)
The initial version for the iPhone only works with Apple’s Address Book
An iPhone version of WhoPaste for Google is in development now.
See Below on Google update
The code base for the extraction is the same for both products.
This means that all of you desktop users will benefit from WhoPaste on iPhone --
as those users submit issues the sophistication of both versions will increase.


CHANGES
Tasks
Daylite
- Support for creating Daylite Tasks from text has been added
defaults include: category, task name, due date increment, skip Sat, skip Sun, and priority
Daylite Task window is populated and then opened for full edit before Save
Task can be created by:
- Snow Leopard Service -- select text then control (right click) choose New To Do
- hot key -- ‘copy’ the text then fire the hot key of your choice
- status item menu -- ‘copy’ the text then select the menu item from WhoPaste status item

Entourage
- Support for creating Entourage Tasks from text has been added
defaults include: a category, a project, task name, due date increment, skip Sat, skip Sun, and priority
Entourage Task window is populated and then opened for full edit before Save
Task can be created by:
- Snow Leopard Service -- select text then control (right click) choose New To Do
- hot key -- ‘copy’ the text then fire the hot key of your choice
- status item menu -- ‘copy’ the text then select the menu item from WhoPaste status item

Licensing
- 4 new options have been added:
Add One User - this option is available for all 1, 2, 3, and 4 user licenses
Upgrade to 5 Users - this option is available for all 1, 2, 3, and 4 user licenses
Upgrade to 10 Users - this option is available for 5 user licenses
Upgrade to 25 Users - this option is available for 10 user licenses

Google SDK upgrade
- Google has released version 1.1 of the ObjC SDK.
using Google Contact Service v3.0
All of the requisite pieces have been updated in WhoPaste.
Immediate benefits:
--structured names {prefix, first, last, suffix, nickname}
--website urls are now stored as active urls available directly in the Google Contacts interface
previously urls had to be stored in Note as mere inactive static text
--structured postal addresses
Further testing on basic connectivity with Google - improved login
NOTE: As of this update Google still does not provide an interface to Google Tasks
When this becomes available WhoPaste will add this feature fairly quickly.

Entourage
-- Source Text to Notes was broken -
Thanks Peter J
-- script error found during test when scanning for email address

Triggers
- New trigger type - Ignore Line Containing
this allows WhoPaste to simply ignore any line containing a specified value
- New trigger type - Include Line Containing
WhoPaste will move any line containing the specified value to the Notes
no extraction data from the moved line

Extraction
- asterisk now viewed as potential delimiter - Thanks Daniel D
- multiple labeled values on a single line improved -
Thanks Daniel D

Regular Expressions
Eventually WhoPaste’s extraction engine will be completely based on regular expressions.
The process of building out ‘pipeline-capable’ extractions has begun.
WhoPaste uses
RegexKitLite by John Engelhart

Credits
- A credits tabView item is now part of the ‘Help’ pane in Preferences
this is long overdue - my apologies to Andy, John, and the folks @ ShortcutRecorder!


FIXES
Add buttons for Lexicon/Labels now wired correctly
Added more checking on the license submission
preventing double ‘pasting from causing a rejection
preventing hidden line returns from causing rejection
validation of value in license is more aggressive
Lexicon improvements several new hints


WhoPaste in the Media: Taking Back My Contacts With 'WhoPaste'
WhoPaste on Youtube: ‘Its Good, Its WhoPaste’

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WhoPaste 4.5.1 Release Notes
March 12, 2009

*** Message from Steve ***
This version of WhoPaste is significant milestone.
I’m doing away with the ‘WhoPaste Manager’ - it was the source of too much confusion.
After you have upgraded to version 4.5 please remove all instances of ‘WhoPaste Manager’.
Aside from the savings in disk space, there are technical reasons to remove it as well.
‘WhoPaste Manager’ carries within it a complete version of WhoPaste. This embedded version
of WhoPaste can be invoked by Mac OS under some circumstances. It is best to remove it.
In fact, for the same reasons, it is best remove any earlier versions of WhoPaste itself.

This version of WhoPaste will now be installed by new users in their Applications folder,
All of you current users can do the same.
After updating you can quit WhoPaste and move it from its old home to your Applications folder.
WhoPaste’s old home was:
~/Library/Application Support/WhoPaste <- ‘~’ means your Home folder
You will find a WhoPaste.app file inside this folder.
Just move the WhoPaste.app file, leave everything else where it is.

In addition, I’ve updated the data model. This new more sophisticated model readies WhoPaste
for the next generation of extraction algorithms which will consolidate and streamline
the current rules as well as add new capabilities.
The new data model will also be deployed in the upcoming iPhone version of WhoPaste.

I have made significant efforts to upgrade your data safely however I encourage you to check
any custom label and trigger data after upgrading!


NEW FEATURES
Create To Do items in iCal

-- to do from existing text
Snow Leopard
Select some text, control-click, dispatch the heads up display, get back to work…
Leopard
Copy some text, hit a hot key, dispatch the heads up display, get back to work…

-- brand new to do
Hit a hot key, dispatch the heads up display, get back to work…

No application switching, iCal doesn’t need to be running nor will it start up
All hot keys are user configurable

Similar Entourage functionality is underway.
Google functionality will be available as soon as Google publishes the Tasks API.

This development is the first step in adding full task (to do) and event functionality to WhoPaste

If you have suggestions for this area of functionality send them to
Steve

CHANGES
Installer
The WhoPaste Manager has been put to rest.
All the installation code is now in WhoPaste.
WhoPaste also now has the un-install code (see Preferences/Configure/Remove)
This will remove all the components of WhoPaste, leaving only the application itself.
(Applications cannot normally delete themselves!)

Help
I’ve added a new Help area to the Preferences.
I welcome feedback on how this might be more useful.
The basic mechanism will allow me to update help resources and deploy them easily.

Preferences
I’ve revised the look of Preferences to allow for the new To Do and Help features.

FIXES
Numerous fixes in many areas


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WhoPaste 4.3.0 Release Notes
January 18, 2010

CHANGES
Daylite Opportunity creation
- Optional Opportunity can be created when contact is created
- if created the Opportunity window in Daylite is opened to the newly created record
- name of Opportunity can be derived using same rules as below
- name can also include ‘%*First’, ‘%*Last’, and/or ‘%*Org’ - data is substituted from contact data

Daylite ‘Extra’ Date fields now support rule based extraction
- ‘%#’ type line triggers
supports four formats ‘7/7/2010 4:00 PM’ , ‘7/7/12 4:00 PM’, ‘7/7/2010’, ‘7/7/14’
assumes ’12:00 AM’ if no time specced

Daylite ‘Extra’ Date fields now support multiple extraction rules
- separate each rule with ‘||’
- if a rule ends with a ‘+’ then the data involved in the rule is left in the sample for further processing
if ‘+’ is not the last character in a rule then the data involved is removed from the sample


Dynamic Lexicon Management
- Added ‘Add to Suffix’ functionality
- Reviewed and improved overall functionality
in the review window, select some text, then use control-click to open WhoPaste’s context menu


FIXES
Extraction
- Improved ’Suffix’ handling <- thanks Alan R
- Improved embedded spaces between label and data extraction
- a number of minor nips and tucks


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WhoPaste 4.1 Release Notes December 21, 2009

Features
Daylite
- Extra Fields (text) - can now be automatically populated from data in the extracted text
USAGE: (NOTE: this is version 1.0 of this feature)
Example:
WhoPaste Preferences/Database/Daylite/Extra set field3 value to: "%@some label:"
Extracted text:
….some label: Big Time Value….. <-- for now this must exist on a separate single line in the extracted text
Will yield 'Big Time Value' stored in the 'Extra' field3
This label-value pair can occur anywhere in the extracted text
the 'label' can be any text including already existing Lexicon labels

-
Keywords - can now be automatically populated
USAGE: (NOTE: this is version 1.0 of this feature)
Use Lexicon/Triggers '%@DKCCorporate

Extraction
- Organization name as first element will work if name contains a hint
-
'Zap' mode ignores unrecognized 'label' data on lines containing email, phone, url
- 'Re-Extract' from source Data drawer view
this allows modifications to original text and a subsequent re-extraction all in the WhoPaste window

Telephone Numbers
- User now has full control over the order in which phone labels are assigned
this order applies ONLY if the extraction cannot determine the phone type
- Decipher 'word' phone numbers (e.g 800-WALMART)

Appendix and Preppendix
- Now supports a '-' option -- tells WhoPaste to ignore the value instead of add to Notes
Appendix: set first character of text to '-' [eg -Message ] <-- ignore everything after Message (including 'Message')
Preppendix: set initial characters to '%@-' [eg %@-Name ] <-- ignore everything before Name (including 'Name')

Transient Operation Mode
- Support for WhoPaste to not reside on menubar<-- thanks Drew T
Instead WhoPaste will appear when invoked via Service or contextual menu and then quit after usage.
New setting (Pref/Components/Transient) to 'Auto-Quit' after each 'cancel' or 'save'
Further instructions on the Preferences screen.

FIXES

Licensing
- String encoding error where issued licenses were not later correctly recognized

Daylite
- Under some conditions an empty last name would cause WhoPaste to fail to write record <-- thanks Michael G

Cosmetic
- Preferences some non-editable fields allowed cursor to enter the field
- Baseline provides an empty Title & Suffix - an option for users to 'deselect' a value <--
thanks Richard L

Extraction
- Improved Phone labels which follow telephonic data by multiple spaces & without any syntactical marks <-- thanks Peter S
-
Non-numeric street address improved recognition <-- thanks Peter S
-
inhibited duplicate urls when contained within each other <-- thanks Peter S
-
European street address handling general improvements <-- thanks Peter S
- Improvement in the handling of after-extraction country assignments (re-evaluates address/phone)


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WhoPaste 4.0.1 Release Notes December 8, 2009

FEATURES
Daylite
- The Preferences /Database will not display either 'Daylite' or 'Entourage' tabViews if these applications are not installed
- Daylite 'Extra' fields are disabled unless there is a matching label for the field in the Daylite application

Google
- There are now explicit 'Login' and 'Logout' buttons for Google
Components
- There are now a means to install and remove the WhoPaste Login Item from the Preferences
Components
- 'Send Sample' functionality now includes an option for web-based email users (structured email sent to clipboard)
Extraction
- improvements made in the handling of phone extensions <- thanks Gerardo M & David C
- improvements made in the handling of embedded tabs in 'columnized' data <- thanks Caston T
- further improvements in label handling
Data
- Lexical data is now written to an external archive to facilitate data migration issues (on Quit)
- contents of 'Application Support' revised
- New suffix for dentists DDS
<- thanks Parker B

FIXES
Daylite
- WhoPaste would crash if not all Daylite 'Extra' Fields had names assigned in the Daylite application <- thanks Euan S
- Field Resizing for the Daylite 'Extra' fields on the WhoPaste review window
- Standard WhoPaste drag-n-drop supported in all of the Daylite 'Extra' fields
- Revision to Address Book handling for iPhone labels
International
- Improved the display of countries and the selection of the default country when running in non-English languages
SMS
- The 'Ungrouped' selection is no longer added to the popup list if there are no groups specified in source repository.
- If multiDataBase option selected then SMS group lists were not populated correctly when switching views
<- thanks Parker B
- 'SMS' tabViews not displayed outside the US
Entourage
- Early versions of Entourage did not support 'Projects' this would cause an AppleScript error
Defaults
- 'Include Create Date' not handled correctly
PostProcess
- Improved error handling for scripts which fail
Lexicon
- Export now includes Appendix and Preppenix triggers
Vacuum Mode
- Improvements in extracting telephone numbers
Cosmetic
- Text label flowing incorrectly on window resizing (Lexicon/Triggers)
-
Enable and disabled state of fields on Database view of Preferences based on currently selected databases
- Alignment of 'Categories' and 'Projects' on the 'Database' view of Entourage Preferences
- International splitView divider bar not handled correctly on some preference window resizing events
- Spelling error 'success' in WhoPaste Manager
<- thanks Les M
- Title of 'Miss' had a period <- thanks Parket B


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WhoPaste 4.0 Release Notes November 30, 2009

*** NOTICE ***
WhoPaste 4.0 requires Mac OS X 10.5+.


FEATURES
- Social network view tool
Select a group a web badges and WhoPaste can open a single Safari window with each site on its own tab.
Check out the
30 second screencast
- Social site badges can also be extracted as urls which can be included in normal WhoPaste contact creation.
Initial support for: Amazon WishLists, Facebook, Flickr, Last.fm, Linked In, generic RSS, Twitter, and YouTube

- Support for writing to all 16 of the Daylite 'Extra' Contact fields
Defaults can be assigned

- Full AppleScript-ability
4 commands:
newContactFromClipboard
newContactFromText
newContactFromFile
newContactsFromFiles
4 Automator actions supplied (one for each of the commands)
each command and action has parameters for 'Auto-Save' and 'Vacuum' (see below)

- 'Auto-Save' Mode
Bypasses the review window - immediate save. Toggled on/off with menu item
- 'Vacuum' Mode
WhoPaste gathers only email addresses, web urls, phone numbers, and postal addresses.
Intended for extraction in cases where the desired text is spread throughout a document.
Toggled on/off with a menu item

- Both 'Write to Folder'' and 'Execute Script' have an option to 'Skip Database'.
This allows for easier integration with enterprise systems and other desktop systems like FileMaker.

- 'Prependix'
Inverts existing 'Appendix' feature whereby all text which precedes the 'Prependix' trigger is put into Notes
Contact data is extracted from the text following the 'Prependix' trigger
Can be used with 'Appendix' trigger

- Entire Preferences user interface reworked <- thanks Jill H
- Specifying a county the popup menu will re-extract according to selected country formatting <- inspired by John W
- The character '·' now acts as a token delimiter <- thanks Alf R
So something like "Big Daddy Records · Publisher" will get broken into 2 tokens
- Parenthetical data following phone numbers is added to Notes
(123) 123-1234 (Tech Support)
[At some point WhoPaste will actually pass this as label for the phone where that is supported…]

- Phone extraction now allows for “/“ as a delimiter <- thanks Udo P

FIXES
-
Better sensitivity to US states when full name is used <- thanks Chris T
- Improvement in Canadian postal codes <- thanks John C
- Stray return and newline characters removed from pasted License Code <- thanks Allen H
- Country names in the popup menu are displayed in native language <- inspired by Arild B


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WhoPaste 3.3.1 Release Notes November 3, 2009

FEATURES
- The character '·' now acts as a token delimiter <- thanks Alf R
So something like "Big Daddy Records · Publisher" will get broken into 2 tokens
- Parenthetical data following phone numbers is added to Notes
(123) 123-1234 (Tech Support)
[At some point WhoPaste will actually pass this as label for the phone where that is supported…]

- Phone extraction now allows for “/“ as a delimiter <- thanks Udo P
-
Specifying a county the popup menu will re-extract according to selected country formatting <- inspired by John W

FIXES
-
Better sensitivity to US states when full name is used <- thanks Chris T
- Improvement in Canadian postal codes <- thanks John C
- Stray return and newline characters removed from pasted License Code <- thanks Allen H
- Improvements in the detection of internet requirement for various preference usage
- Country names in the popup menu are displayed in native language <- inspired by Arild B


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WhoPaste 3.3.0 Release Notes October 26, 2009

New Licensing
- WhoPaste licenses are no longer tied to a single machine
- New Purchase options include: 1, 2, 3, 4, 5, 10, and 25 users
- Licenses can be installed on any Macintosh
NOTE: all user accounts on a given Macintosh may use the same WhoPaste license - this counts as only one user
- The first registered user is designated the license administrator
- The license admin receives email for every attempt at registration under that license
- The license admin can transfer licenses between Macs and can de-activate a license
These activities also generate email confirmations to the license admin
Neither transfer not deactivation require physical access to the originally licensed Mac
Each email contains a full listing of all current sublicenses

- All existing licensed customers will be upgraded to new 3-user license free of charge
We appreciate your business! Thank-You!

FEATURES
- New preference 'Record Delimiter' <- thanks Benny B
if this value is found in extracted text it acts as a 'record break'
this allows for pre-formatted data to be interpreted essentially as a spreadsheet
- Phone extraction now allows for “/“ as a delimiter <- thanks Udo P

FIXES
-
Case Option and Contact Names Prefer options now independent in preferences <- thanks Rene L
-
Several tweaks to spreadsheet based extraction <- thanks Annie D


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WhoPaste 3.2.1 Release Notes September 30, 2009

FEATURES
- initials in the middle of name ‘John Q. Public’ are now placed in Middle Name field in Address Book and Daylite <-thanks Rene L
Entourage does not have a middle name field and Google is simply one long string
-- no change for either of these 2 back ends
NOTE: No support for ‘Middle Name’ is supplied in the WhoPaste user interface
- Daylite Contact Matching has been improved
<-thanks Stephen S
Matching options include: email address, telephone, and exact or partial name
- Address Book has a new preference ’Store Phone #’
<-thanks Hans K.
specify whether AB is sent only digits OR fully formatted phone numbers
this option treats the ‘+’ as a digit for international dialing purposes
this is intended to work with AB Phone Formatting
digits only allows AB to control using internal formats
‘As Is’ intended when AB formatting turned Off
- WhoPaste contextual menu now supplies standard ‘Cut’, ‘Copy’, and ‘Paste’ menu items in addition to custom items
<-thanks David U

FIXES
- A
crasher introduced in porting to Snow Leopard code base -- WhoPaste would crash on any next attempt after a save

- ‘Additional Text’ text field is now editable regardless of the state of the ‘Additional Text’ checkbox <-thanks Mark D
both text and checkbox remain disabled for unlicensed products
- Entourage street address fields for ‘Home’ are now formatted identically to ‘Work’ street fields
<-thanks Mark D
- Extraction improvements when neither organization nor job recognized by hints
<-thanks Mark D
- Snow Leopard Service was not capturing the sender’s email
<-thanks Zach E
-
Email addresses were being changed to lowercase regardless of CaseConversion setting <-thanks Rene L
- International pane reflects ‘default country’ on load <-thanks Terje C
-
NOTE: set the WhoPaste default country on ‘Defaults/Contact/Address’
- Ignore Labels now handled when wrapped in parenthesis <-thanks Hugh M
-
Daylite double line street address now use ‘newline’ <-thanks Stephen S
-
Post-Processing is now halted when a match has been detected and window opened in native store


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WhoPaste 3.2 Release Notes September 22, 2009

FEATURES
- Support for Snow Leopard Services
WhoPaste is now easier than ever running under Snow Leopard!
Using 3.1.4 when you open Preferences/General there is a ’Service’ tabview item
Select this tabview and click the install Service’ button
NOTE: At this time, after installing, you must turn ON the service in System Preferences/Keyboard
** The big benefit is that ‘Copy’ is no longer required **
You simply select text and use the contextual menu or the applications ’Services’ menu and access ‘WhoPaste’
This will obtain the selected text from the current application and pass this information to the WhoPaste extortion engine.
NOTE: Not all applications provide services! Firefox is a major name example
- ‘International Mobile Dialing’ - default is OFF
this will automatically prepend ‘+’ and country code (if it is not already present) to phone numbers
this convention allows mobile phones to place direct dial calls from within any country to a phone number in any other country
there is no additional charge or complications with using this convention from a landline
when default is ON all phone numbers are prefaced with these values
there is an additional preference flag to NOT apply ‘International Mobile Dialing’ to fax numbers
THANK-YOU to Rene L !!
- Support for GMail as default mail client
’Send Sample’ will now correctly format an email in GMail
THANK-YOU to Andew R !!
- The code base has now moved entirely to Snow Leopard.
This version is a build product of XCode 3.2 using the new 10.6 SDK (100% clean compile) and Interface Builder 3.2.
Interface Builder 3.2 compatibility required numerous changes to labels and buttons
these changes should be totally transparent
This is the first step toward a full 64-bit Snow Leopard application
To be clear -- this is a 32-bit universal binary (but we are on the road to 64)
- ‘Options’ tabView in main window now more infomative

FIXES
- Phone extraction would hang under some syntax
- International Preferences formatter rejected values less than 3
- Ignore label detection improvement
- Google login sequence improvements
- smsAddress script tweaked and extraction detection improved
- multiDatabase flag now set on close preferences based on number of active databases


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WhoPaste 3.1.3 Release Notes Spetember 9, 2009

FIXES
- Continual incremental improvements to the extraction engine


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WhoPaste 3.1.2 Release Notes August 28, 2009

FIXES
- Accessing WhoPaste menu for ’New Contact from Clipboard’ opened a blank window
Thanks to Rik and Corey for their help and patience!
- Daylite handling of Linked Notes and Contact Details fixed

FEATURES
- Linked Notes in Daylite now support ‘Category’ assignment
- Daylite preferences window and review tabView visual layout cleaned up


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WhoPaste 3.1.1 Release Notes August 28, 2009

Announcement 3.1.x will be the last version which will support Tiger.

FEATURES
- Window height for preferences is now managed
- Country names should now display in user’s language in Pref/International and popup lists
- Revised Daylite tab on Main window - now uses a tab view for easier access to data
- Add SMS has been moved to Pref/Database (US Only functionality)
- Ignore Labels now more integrated into extractions
- A detailed product review for initial documentation has resulted in numerous minor changes to labels
- Postal Codes are always uppercase

FIXES
- Google icon missing from toolbar
- Main window title was getting munged under some conditions


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WhoPaste 3.1 Release Notes August 17, 2009

FEATURES
Window Handling Improvement <- thank-you Leib L
if a WhoPaste window is open with an unsaved extraction but buried behind other windows
invoking the WhoPaste hot key will bring WhoPaste to the front
without making any changes to the current window

New Post-Process Option ‘Open in native addressbook’ <-
thank-you Nick S
This will open the newly created contact record in the address book of your choice
The purpose of this is to allow more custom data to be added to the new contact
(NOTE: this is not currently available for Google Contacts)

Match Detection has been extended to Entourage (Address Book and Daylite were already supported)
match by email, name, and/or phone
if match detected then the existing record is opened in Entourage detail window

‘Add SMS Email Addresses’ now available for Address Book, Daylite, Entourage, and Google
NOTE: This is only available in US
if you have information for any other markets please let us know: support@whopaste.com
assign SMS values by 1) group or category; 2) ungrouped or no category; 3) all contacts
uses ONLY phone numbers marked as ‘mobile’
provides for user selectable label for Address Book, Google, and Daylite
allows sending text messages from your computer using email gateway (usually free for sender)
- Added context menu support for ‘Add to Appendix Triggers’
- Added context menu support for text in the drawer for both ‘Source’ and ‘Appendix’
- ‘Add’ button on any of hint files now selects appropriate cell for editing
- “Ignore Labels’ now extracted from single line run-on string submission
- Street Addresses now flow onto as many multiple lines as necessary when saved
- Phone designator detection and usage improved
- URL extraction will discard short forms which are fully contained within other longer forms
- Preferences now display the selected pane name in the panel title
- Main review panel now shows the selected pane in the panel title (registered owners only)


FIXES
- ‘No Project’ wrongly assigned for Daylite Organization Categories
- Apotrophes in daylite data causing silent failures
<- thank-you Kevin C!!!
- Appendix triggers and Ignore Labels were being confused in code
- Street Hint searching improved -- uses case insensitive word based rather than contains operator
- Post Process options enabled state - fixed (if no configuration is required the option is enabled)
- review window height better managed as user moves between views


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WhoPaste 3.0.3 Release Notes August 8, 2009

FEATURES
Daylite - linked Notes for Contacts/Organization/Both
(also optional ‘Contact Details’)

- added context menu support for ‘Add to Appendix Triggers’
- added context menu support for text in the drawer for Source and Appendix
- ‘Add’ on any of hint files now selects appropriate cell for editing

FIXES
(ugh - 2 silly errors apologies!)
- appendix values not cleared between extractions
- phone numbers were being ignored

- ‘Additional Text’ default ON but no value in field WhoPaste still applied the default ‘demo’ string
- side panel on Tiger inconsistently displayed source data


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WhoPaste 3.0.2 Release Notes August 3, 2009

FEATURES
- new preference for ‘unlabeled data’ -> Home or Work
allows choice over where most data flows
- new ‘Appendix’ [Preferences/Policies/Hints]
text strings that trigger ‘Notes’
any found value will cause all following text to be added to ‘Notes’
trigger value is included in ‘Notes’
all such following text is NOT evaluated for extraction
available in the side panel drawer as ‘Appendix’

- optimized data loading -> faster application launch

FIXES
- drag text from side panel drawer appeared correctly but data handling was wrong
- an ampersand ‘&’ in name always resulted in an organization
- ‘Send Sample’ data was truncated if it included an ampersand
- sms-Email corrected for new response codes


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WhoPaste 3.0.1 Release Notes August 1, 2009

FIXES
- comma delimiting a job on same line as name ‘John Jones, President’
- 2 phone numbers on the same line ‘Phone: 123-1234 Fax: 123-1234’
- Daylite match failure if contact missing email address
- Daylite incorrect result if no organization data supplied
- Delete key now acts as ‘Delete’ button on hint interface


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WhoPaste 3.0 Release Notes July 27, 2009

FEATURES
Match Detection for Address Book
options inlclude: check by email address, first & last name (org name), phone number
opens the match in Address Book
Capture email-to-SMS for during extractions with mobile phone number (US only)
SMSIfy supported for Address Book (US only)
adds email-to-SMS email address for contacts with mobile phone number
update Address Book contacts (all or by group)
New Preference -> Capture Sender
if extracting from ‘Mail’ or ‘Entourage’ and extraction does NOT include an email address
adds sender email address to extracted data and displays this text in red
Added citation support from Entourage
Post Processing Options
support for Ambrosia’s ‘Easy Envelopes’ and Dymo LaberWriter dashboard printing widget
puts postal address from extracted data on clipboard and opens Dashboard
support for execution of AppleScript
simply place script in folder (~..appSupport/WhoPaste/scripts/postProcess)
fully commented simple example is supplied
“mail-merge” examples for Pages and Word are supplied
write record to a ‘Watched Folder’
allows for integration in enterprise systems
Archive Extractions
user settable archive folder
choice of 1) individual files OR 2) append to file
writes a tab-delimited record of values
can toggle On/Off without altering folder designation
can be overridden at extraction time (archive must be enabled but is then not mandatory)
Auto-Import for Hints
simply place a properly formatted .txt file in ~...Application Support/WhoPaste/data
then Open Preferences
new hint data is imported and then zipped & time-stamped into .../data/archive
useful in office settings with common set of custom hints
Export Hints to Clipboard
useful for language translations
Export Hint to File
useful for multi WhoPaste setting - allows local users to share hints
‘Save Preferences’ button removed
this is standard Apple preference behavior
Labels for Phone numbers
improved extraction and punctuation interaction
Single line data with ‘|’ as separator extraction improved

FIXES
Resizing anchors for Daylite labels have been corrected
disabled context menus for add Hints on-the-fly
match detection in Daylite generated an error if new contact did not have an email address



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WhoPaste 2.0 Release Notes July 15, 2009

FEATURES
Completely revised interface
Country based format specifications for phone and postal code
User-managed hints for Organization Names, Job Titles, and Streets
User-managed ‘ignore’ list (labels to not be included in data)
User Configurable Title and Suffix fields
Drop text files to bulk edit any of these hint or configure files
context menu to add on-the-fly
share option to build a multi-langage data for community
New Preference for not including Organization Name or Job Title in extractions
onscreen widget support for both default override and re-evaluation
Drag text to move data from field to field if necessary
Option key down copies the data rather than moving
Onscreen drawer to access source data
WhoPaste Manager now provides an option to install the contextual menu plugin
New swap widget for city<->state
New case conversion parameters
Display data in bold preference
multi-line ‘Additional Text
tooltips preference settings
Logging improvements including an ‘Email log to Support’ button
Daylite
Organization assignments include: Industry, Region, and Type
If-Match-Found options for both Contact and Organization
Open in Daylite or Ignore (WhoPaste will NOT overwrite Daylite data)
Numerous extraction edge cases improved via submitted samples

Long comma-embedded organization names - Thank-you - Chad G.

FIXES
Country Names are now displayed according to user’s locale
Default ‘Additional text’ now correctly disabled upon purchase
instant message handle extractions improvments


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WhoPaste 1.3 Release Notes June 23, 2009

FEATURES
New Preference for not including Organization Name or Job Title in extractions
onscreen widget support for both default override and re-evaluation
User-managed hints for Organization Names, Job Titles, and Streets
User-managed ‘ignore’ list (labels to not be included in data)
Drag text to move data from field to field if necessary
Option key down copies the data rather than moving
WhoPaste Manager now provides an option to install the contextual menu plugin
New swap widget for city<->state
User Configurable Title and Suffix fields
Logging improvements including an ‘Email log to Support’ button
Daylite
Organization assignments include: Industry, Region, and Type
Vertical Resize for improved option handling
If-Match-Found options for both Contact and Organization
Open in Daylite or Ignore (WhoPaste will NOT overwrite your data)
Review Window is resizable in vertical dimension for Daylite
Long comma-embedded organization names - Thank-you - Chad G.

FIXES
Country Names are now displayed according to user’s locale
Default ‘Additional text’ now correctly disabled upon purchase
instant message handle extractions improvments


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WhoPaste 1.2.1 Release Notes June 11, 2009

FEATURES
Long comma-embedded organization names - Thank-you - Chad G.
Job Titles with Department Names - Thank-you - Chad G.

FIXES
Failure to Launch if Address Book “Me” card was incomplete - Thank-You - William McV.
all dependancies on data in “Me” removed
Keywords for Contact not being assigned - Thank-you - Cynthia S.


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WhoPaste 1.1.2 Release Notes May 17th, 2009

FEATURES
Revised text on ‘Demo’
improved some promotional version checks
reestablished keyDown check at launch for debugging installation issues
new CapsLock down test for verbose logging during boot - assists in launch issues

FIXES
double email address in a single line - Thank-you - Klaus F.
extended US zipcode confused for phone number - Thank-you - Klaus F.
canadian postal codes - Thank-you - Klaus F.
improved fax phone extraction
correctly handles empty host names


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WhoPaste 1.1.1 Release Notes May 12th, 2009

FEATURES
WhoPaste Manager displays an alert when installation completes
Entourage not launched until requested by invocation or configuration
Google session not initiated until requested by invocation or configuration

FIXES
cell range and delimited text parsing for names improved
fax phone sometimes left a trailing ‘x’ in phone number
URL extraction could include an incorrect ‘@\\’ in returned value

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WhoPaste 1.1.0 Release Notes May 7th, 2009

FEATURES
Extraction from spreadsheets
WhoPaste supports extracting multiple contacts directly from spreadsheets
use entire rows or selected cell ranges
review window allows for individual edits before save
search built into review allows for sophisticated updating
defaults allow for 1 or 2 name and street fields
Google Contacts
WhoPaste supports saving new contacts to Google Contacts
Login password is stored in Keychain
Uses 1.0.7 Google API
Supports adding to Friends, Family, Coworker, and 3 personal goups
Entourage
WhoPaste supports saving new contacts to Entourage
Supports adding to 3 Projects and assigning to 3 categories
Rich Text Field
WhoPaste supports extracting embedded link information from rich text fields
Case Conversion
WhoPaste supports converting data to upper, lower, or proper case upon extraction
Phone Formatting
WhoPaste supports utilizing Address Book phone formats regardless of storage option

FIXES
Numerous
Various enhancements and fixes to extraction policies
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