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June 16

Bug Fixes and Minor Enhancements -Wednesday June 16, 2010

CRM

  • Some style enhancements have been made to the DYS widget on the home page. For each campaign, the widget will now only display ONE task at a time. The gray part of the widget is narrower and the font is bigger. Also each step number is bolded at the beginning of each task.

ECOMMERCE

  • When adding products and subscriptions, you may now specify if the product/subscription should be taxed country, state or city tax.
  • Invoices will no longer be set to inactive if the amount of time since the last charge date is longer than the outstanding invoice setting in order settings.
  • Shopping Cart images are now aligned correctly when viewing in Chrome.
  • We fixed an issue with Affiliate commission levels. When changing affiliate levels from three to two, commissions were still being paid out to level three affiliates. This has been corrected. Affiliate levels will now work correctly.

MARKETING

  • When viewing the pie charts in the Email Batch status report, the number of opens is now recorded and reflected correctly.
  • Added a new setting to the Form Security section of Misc Settings (Application Settings) enabling you to allow certain Action Sets to be run by any Webform submission, whether there is a checkbox for that Action Set associated with that Webform or not.

API

  • We added an api call addWithDupCheck() that checks for duplicates before adding.


10:22 AM GMT  |  Read comments(0)

May 27

Bug Fixes -Thursday May 26, 2010

CRM

  • You may now see the Double Your Sales Success Path on your Home Page! Learn how to send a broadcast, import your contacts, setup web forms, and much more!

ECOMMERCE

  • Orders that are created from an action set are now auto-charging correctly as long as you have the option checked in the action.
  • When a prospect/customer fills out a web or order form from an affiliate other than the first referring affiliate, no affiliate will receive a notification.
  • Shipping info will now be populated when creating a manual order from a person's record.
  • Purchasing a product and a subscription from an order form with shipping will no longer charge the shipping twice.
  • Added the "orderdescription" field to be sent when processing an order for Network Merchants.
  • If you have subscriptions or products with common names, you should now be able to easily add these products to an affiliate program override.

MARKETING

  • Added a warning when someone saves a template that still contains default content. This will hopefully warn the user, so they are able to make changes to their content to ensure no default "Infusionsoft verbiage" goes out.
  • We added an additional layer of security to ensure that no email goes out blank.  We found a rare case where an email might squeeze passed our other checks and go out with just an opt-out link.
  • We fixed an issue that was causing appointment templates to error our in a follow-up sequence, if they were scheduled around a custom date field.
  • Successful Voice Broadcasts are now correctly showing up in reporting, instead of being reported as "failed".
  • We renamed "Skipped" to "Incomplete" on the Fax & Voice Batch report pie charts to better reflect what the data represents.
  • When viewing the results in the Email Batch Status report, you may now filter based on bounce type.

API

  • Fixed MtgLead api bug. the EstimatedCloseDate field is actually found in Opportunity, and this field was not exposed through the api. It is now available.



2:40 PM GMT  |  Read comments(0)

May 12

Bug Fixes -Wednesday May 12, 2010

Content / Solution:

CRM and API

  • We fixed an issue with merging the click history within duplicate Person records. Click History will now be preserved when merging duplicates.
  • When adding a new user to your Infusionsoft application, they will now be able to access the Help resources much easier. The email they use to setup their user profile was not being recorded into the "Support" field in their user account.
  • We corrected an issue with the Leadsource Conversion Report. You will now see correct results, even if you add more columns to the report.
  • When importing files from Awebber using the Awebber tool, any contacts that have an "opt-out" status will not be imported at all.
  • We added "order shipping" fields to be accessible via the API on the Job table.

ECOMMERCE

  • We added "order shipping" fields to be accessible via the API on the Job table.
  • When creating and using fulfillment reports, "$0" order Items are now immediately fulfilled.  This will change behavior slightly, since now, if you have a $100 product, with a $0 product, the $0 product will be fulfilled immediately, whereas previously it would not be fulfilled until the whole invoice was payed off or current.
  • We fixed a bug that was displaying the incorrect tax amounts for orders that are set to tax shipping amounts.
  • When adding products to a fulfillment report or opportunity, the drop-down will no longer stop displaying products that contain a space or dash in the name.
  • We corrected an issue with Shopping Cart action sets. When an order was placed, actions were being duplicated. Now actions will only run once.
  • When viewing the Digital Product Key report filters will now work correctly.

MARKETING

  • In the Email Status Search report, we removed the column labeled "ProductID". There is no need for it to be there, and was causing error during search results.


12:07 PM GMT  |  Read comments(0)

April 25

Bug Fixes -Wednesday April 21, 2010

On the evening of April 20, we will be making the following changes and/or fixes:

ECOMMERCE

  • We made a change to the "email notification" field when setting up the shopping cart. Instead of a 40-character limit, there is now a 250-character limit, just like the email notification field in web forms.
  • We corrected a bug that was allowing inactive products to be purchased via the shopping cart.
  • When viewing results from the Revenue forecast report, all subscriptions will now properly display for the time frame you specify.
  • We added a QuickBooks setting to control the date format (for UK customers) for IIF export date fields. You can find this in Order Settings under the QuickBooks tab.

MARKETING

  • You may once again use a Letter template to send a Fax to a single person.
  • We fixed an issue that was causing appointment templates to error our in a follow-up sequence, if they were scheduled around a custom date field.


11:18 AM GMT  |  Read comments(0)

April 14

Bug Fixes -Wednesday April 14, 2010


CRM

  • When you now delete a tag category any assigned tags will be REASSIGNED to a "General" category.
  • When viewing search results in the Pipeline Summary Report, you will now be able to get accurate results when viewing the number of opportunities in a particular stage.  
  • Task popup reminders will now correctly observe Daylight Savings time, as specified in a user's profile.

ECOMMERCE

  • We corrected an issue with the Auto-Charge and Card Expiration Triggers. When you update the actions associated, their action set name will correctly appear in the Setup Menu.
  • We removed two columns from the Affiliate search results. When searching for affiliates you will no longer see "Leadpercent" and "Salepercent", as they serve no purpose.
  • Order and subscription pay plans will now have the correct tax amount applied for the first payment due in the shopping cart.
  • We corrected an issue dealing with promo codes in the shopping cart. Promo codes will now be saved on the order or subscription when purchasing from the cart.  You will be able to see applied promo codes in order report searches.
  • We fixed an issue that was preventing a user from successfully deleting a product from an order.

MARKETING

  • You are now able to see all bounced emails when accessing the pie chart in the Email Batch Status report.
  • Resolved an issue causing a  follow-up sequence step based on birthday to round forward to the next year, even if the person was added to the follow-up sequence the day before their birthday.
  • When changing a step in a follow-up sequence from inactive to active, the "update people already in sequence" field should now work properly. Previously, if you set the update to zero days instead of 10, any recipients that already received the step would get the piece again. This has been corrected.
  • We corrected an issue that was giving an error any time an "&" was inserted into a fulfillment report email.
  • Email, Voice, and Fax batch reports now correctly sort with the most recently sent broadcast on the top.
  • You may now check the "I have permission to market to this address" checkbox  when adding a new Lead Agent in an InfusionMortgage application.



9:36 AM GMT  |  Read comments(0)