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An overview of last night's updates is below:
Accounts:
- When attempting to manually link unlinked accounts to contact records that have a Type of "Business", users were receiving an error message that prevented successful account linking. This should no longer be an issue.
Advanced Search:
- When a search returned more than 50 results, hovering your cursor over contacts beyond those first 50 wouldn't produce the tooltip you're accustomed to seeing if/when hovering over one of the first 50. Wait, you did know about those tooltips, right?
Redtail Email:
- When viewing your Email Dashboard, Emails by Contact Report or Contact Email History, by default you will be viewing the last domain added, as this is typically the current email domain databases use, and the one you'd want to see the most.
- We've added verbiage to your Email Dashboard to clarify that you are viewing your last seven days of email by default.
- If you had your email address in ALLCAPS where linked to your database username, this could pose an issue with viewing archived emails. That's no longer the case.
- You'll now see a tooltip displaying all email addresses in the To and From columns of your Email History, when hovering your cursor over those links.
- Your Emails by Contact Report will now be processed as a background job when more than 10 pages will be included.
- The "To" field has been added back to the Email History section on Contact Records, in order that you might be certain which of their email addresses was used for any given email.
Seminars:
- We've added Time (HHMMSS) to the criteria used to sort on the Seminars page, after Date (MMDDYYYY) has been applied.
Speak Module:
- Some Speak users were receiving an error when attempting to set their Speak preferences for "Receive Text Messages in Client Rooms When Offline" to "Yes". This is resolved.
- You now have the ability to disband (and leave) a Client Room that is in a "pending" state, i.e., the Client has not yet accepted your invite to join the room. You now also have the ability to send a re-invite for rooms in a "pending" state.
- When searching your messages in the Speak module, if your search returned more than one page of results, they sometimes wouldn't load properly. This has been addressed.
Hope you're having a great day!
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