6.6 Bug Fixes

General

  • Using the Up/Down item arrows on the activities list now shows the correct activity screen design per activity type
  • It is no longer possible to perform a numeric aggregate for the X-axis on a dashboard
  • Account update contact addresses now opens in the same window instead of a popup to ensure correct address is displayed and alleviate popup blocker issues
  • New items such as an opportunity no longer create an empty associated note unless text is typed in
  • View menu can now be collapsed correctly on activity screens
  • New note button now correctly visible on Account Activity Notes screen
  • Improvements to product selection list load performance
  • Account/Contact duplicate check now supports 5-digit zip codes correctly
  • Account summary report now correctly shows note creator
  • Resizing a note window now correctly resizes the contents and main text box
  • New Event Booking now has the option on screen to create a new Account or Contact. Previously was new Contact only
  • Full Account address added to Contact list
  • LinkedIn integration fixed. Note: There is bug at LinkedIn's end that sometimes causes this screen to fail still leaving a blank page


Campaigns

  • Fixed copying campaign recipients error
  • Setting an initial campaign activity stage at campaign level now correctly sets against the created activities
  • Fixed campaign reference numbers. There were previously not working
  • Fixed a problem where creating a new campaign from the New > Campaign menu was causing an error
  • Opportunity source campaign list fixed


Opportunities/Quotes

  • New quote screen or select parent opportunity no longer errors
  • When adding (creating) a quote item to a quote, User Defined 15 Text will now correctly commit the user entered value rather than the value submitted for User Defined 5 Text
  • Deleting quote items refreshes the screen to get correct summary values


Admin Console

  • Installer typo 'Progrms' fixed
  • It is no longer possible to enter an illegal maxlength value in the screen designer
  • Fixed a typo in the Admin Console paragraph management
  • Performance improvements when changing user primary team
  • Fixed a problem where a-z sorting drop options in screen designer was giving a cached result in IE


Calendars/Appointments

  • All-day appointments that span multiple days now display correctly. Occasionally only showed on the first day
  • Fixed a problem printing calendars in IE8 on XP
  • Appointments created from an Activity/Project/Opportunity now correctly show 'related contacts' as "All contacts from the parent account plus any contacts linked to the Activity/Proj/Opp"

Import/Data

  • Fixed a problem were white space at the end of TPS import was causing a problem
  • TPS import only re-checks phone validity for imported records instead of entire database
  • The 'Details' field is now supported by the Project Get/Insert/Update stored procedures
  • Fixed a problem with Connect data transfer service causing stats update to fail

Alerting

  • Fixed a problem where some text field data types are not displaying fields in the alert designer
  • Setting the owner of an appointment via alerting now correctly shows all users instead of none at all

Lead Management

  • Fixed problem where newly created lists are missing the 'Campaign' option tab. Fix affects new lists only
  • Fixed a problem where adding a new lead in user interface manually or via API caused an error
  • Promoting leads to dormant account records (merge) now makes the dormant account live
  • Fixed a problem with Lead promotion mapping in IE where it would cache the previous mapping in the screen design on save
  • Fixed a problem that would cause a datetime format exception to be thrown when enabling leads management on a server not using a day first datetime format

Mail/Calendar Tracking

  • Drafts folder is no longer scanned by default mail tracking
  • Special characters like 'ñ' display properly in email tracked now
  • Fixed a problem where alerts running off tracked appointments were causing the date to be broken (wrong timezone)
  • Fixed a problem where appointments imported from outlook would obtain the incorrect outlook ID and then fail to sync in future

Extensibility

  • It is now possible to numerically sum extension sub lists

Install/Setup

  • New install fixed problem where database scripts run in wrong order caused an error
  • Fixed a user defined typo on the User record for new installs
  • Fixed product user defined label for new installs so it no longer says '?'

Gold-Link API

  • It is now possible to access quote item user defined fields via API