|
An overview of last night's updates is below:
Activities:
- A temporary issue arose where the number of Activity Alerts was not displaying on the Alerts bell in the CRM. Put simply, the Alerts bell wasn't alarming enough. Now it's very alarming (or at least appropriately alarming).
Advanced Search:
- When running a search using the "And" option to look for contacts that might appear in two or more different Tag Groups, no results were returned, even if one or more contacts met the criteria. Accurate results should now be returned.
Calendar:
- On the Month view of the calendar, if you had "All Users" selected and the calendar set to display workflow tasks, then you selected to only see one user's calendar, all of the workflow tasks still showed for other users on the calendar. This has been resolved.
Contact Record:
- There was a strange transference issue where, if there was a business with a number at the beginning of its name and another contact's employer was updated to that business, instead of actually setting the employer to that business the system would set the employer to the contact id of the number in front of the business name (which would likely be a completely different employer).
For example: You might have a contact called 3 Stooges Moving Company. If you tried to link a contact to that employer it might actually link the contact to the employer Nobody Move Anything, if its contact id in your database were 3. The result would be a contact associated with the incorrect employer and very confused about his/her workaday responsibilities. This issue has been fixed.
Database Lists:
- When deleting an item from one of your Database Lists, e.g., Contact Status, Contact Category, etc., you will now be prompted with a warning if there are objects within your database with linkages to the item you're attempting to delete, encouraging you to update those linkages to a different item in that Database List prior to deletion, in order that you don't create bad data in your database. That's a pretty clausey sentence - in short, these prompts will make sense in context and help you refrain from self-inflicted bad data injuries.
- Similar to the above, when attempting to delete a User or User Team from your database, you'll now receive a warning if there are any permissions attached to that User or User Team so that you don't permission something out of visible existence.
Reporting:
- A Workflow's Category now shows up on the Workflow Checklist Report (accessible from a Workflow's actions menu).
Speak:
- Online statuses were not displaying if a database had more than 15 database users. Now they will.
- You can now choose, from the Speak Preferences page, the time frame before you go inactive (status set to "Away") in the CRM Speak pane.
- You will now receive Speak notification messages even when you are logged into Redtail CRM, if you have been inactive within Redtail for 30 minutes.
- Web push notifications for Speak will now last for 10 rather than 5 seconds in Google Chrome.
Speak Mobile:
- You can now initiate Direct Message Rooms with other database users from within the app itself.
- When opening the Speak Mobile app, you will be notified and prompted to update your app if the version you are using has been deprecated or has reached End-of-Life.
- Badge numbers no longer increment when logged out of the app.
Upload All The Things!:
- There were multiple areas throughout the CRM (Schwab Portfolio Center uploads, uploads to Document Storage, document uploads to an Activity, etc.) where sometimes an upload would get to 100% and then fail with the error "HTTP Error - Upload URL might be wrong or doesn't exist." We've got this resolved and you should note a couple of things in relation to the fix: 1) the upload bar will now correctly reflect percentages while the document uploads - previously it went from 0 to 100 if successful and 2) uploads may take slightly longer than they did in the past, as the error fix required handling uploads differently, but the reduced failure rates should offset the additional upload times.
Workflows:
- If any active workflow had the current step id of a step that had been deleted from that Workflow template, it would cause the Workflow link on the left hand navigation menu to produce a 500 error when clicked. This is fixed.
- When clicking the "Complete Current Step" button from a Workflow's actions menu on the Workflows page, the current step would be successfully marked complete, but in some cases the page formatting would then be skewed until you manually refreshed the page. Unskewing now occurs dynamically behind the scenes.
- When linking a Workflow from a template on a new Opportunity, the description did not initially populate as expected (it did after the opportunity was created), but when creating a new workflow from a template elsewhere the description appeared right away so it should do the same when being added to an opportunity. Now it does!
- Once you have completed a Workflow, you no longer have the options to make any edits to it or to delete it. All other options from its Actions menu will still be actionable!
- When creating a new Workflow from the Quick Add option, you can now link these to a contact during that Workflow Quick Add process, rather than having to do so after the fact. Quick Add just got quicker!
Hope you're having a great day!
|
