Latest Fixes
May 2018
Latest Release:
7.1.10
A list of the fixes to Gold-Vision 7, released in May 2018.
Read more
|
Previous Fixes
Take a look at our list of recent fixes to Gold-Vision, classified by product area for quick identification
Read more
|
How to upgrade to the latest release
It is important to keep your Gold-Vision system up-to-date with the latest LiveUpdates. Doing this is quick and easy, please find instructions below..
|
May 2018 update 7.1.10
GDPR
- Privacy rules now run as expected
- Erasure list now only includes contacts and leads
- Privacy Rules Account Drop down fields renders correctly
- Subject access request - missing hover text
- Expiring Contacts Stats corrected
March 2018 update 7.1.8
Lists
Document Template Production
Product Management
Mail Tracking
Dashboarding
Alerting
Lead Management
TouchPoints
No Feature
-
70702S: Automated run stopped uploading
-
69773S: Unable to add add additional drop fields
-
69180S: Additional fields showing 0.00
-
69027S: Dashboard reports not loading
-
68595S: Apostrophe in Document Name
-
68588S: Product prices - ERROR: e:base_error
-
68511S: Disappearing note option from Activity screen
-
Unable to refresh recipients when adding a follow-up rule that filters on multiple options
-
68182S: Issues running a report
-
S: Over 1000 lead lists causes lead management to break
-
67992S: No User Culture options other than UK English
-
67920S: Issue with Overview page not loading at all
-
67832S: Alert set up causing an error message
-
67835S: SSRS 2016 report icons don't render
-
67501S: Reports, failing due to culture/integer errors
-
67512S: Not possible to enter negative numbers in quote add products area
-
67511S: Mail Scanner in Showui mode exposes the web service password in plaintext
-
67122S: Date picker month has 31 days followed by a month with 30 days
-
67000S: Lead campaign not creating callbacks
-
66793S: Calculated fields do not match summed values in sublists
-
66824S: Gold-Vision Advance Document Production Issue
-
66758S: Non-editable field in products
-
65857S: Virtual directory incorrectly returned from Gold-Link API
-
65994S: Lead Campaign Source Screen - No Export to CSV or Add Recipient Option
-
65197S: Campaign leads recipients CSV file opening blank
-
64849S: EU/Germany - Broadcast Notes from address and 'To' field contents
-
65306S: Error loading campaigns
-
64686S: Leads notes not carried across when promoted
-
64359S: Filtering Product Sales list throws error
-
64270S: Issues with Event calculations
-
63969S: Setting up touch points to associate scores with users
-
63899S: Uploading documents - Folder selection
-
63533S: Data mismatch on search emails list
-
63313S: Cannot open Word document pop up blocking error appears
-
63077S: User unable to set up alerting around price lists
-
63031S: Company Potential/Company Sales not showing correct figures
-
62888S: Importing tasks from Outlook to Gold-Vision
-
62659S: Pagination issue when sorting from touch point score
-
62560S: Mobile Account Contact Sublist Shows Non-Useful Data
-
62275S: Campaign screen breaking in IE an Chrome
December 2017 fixes: 7.1.7
v7.1.7 is a hosted only single hotfix release for a document permissions issue.
December 2017 fixes: 7.1.6
Admin Console
Global Label Update now works with certain Unicode characters
Certain team configurations no longer causes email correspondence to be displayed twice
Should be an option to disable the automatic production of linked folders for projects against an account
Contact Delete Now Working
Saving the contact screen design after version 7.1.1 no longer causes the contact screen to error
Gold-Schedule End time can now be before the start time
Mail scanner issues
User defined field on the products screen is now editable.
Appointments
Can now set reminder to appointments greater than 12h
Private appointments view
Campaign sources
Broken attachment if attachment body fails to save - fixed
Campaign source created from All Lead Recipients not populated, fixed
Problem with source refresh fixed
Campaign stages
Excluded Recipients sublist shows the inclusion source's name under "Exclusion Source".
Alert definitions not reading back in to the Alert
Error refreshing follow up stages when rule added
Broken: linking booking to campaign stage
Error saving a Campaign Stage
Automated runs with 0 recipients
Categories
Error shown when selecting categories on a quick quote
Dashboards
Charts with series axis don't show correct data
Not possible to drill down dashboard chart on windows touch screen device when using track pad or mouse
Documents
Hyperlinks are lost when exporting a quote to a PDF
Document Storage - Folders with special characters e.g. +
Documents fail to download correctly
Document Upload Error
Events
Incorrect company name assigned against booked contacts
Leads
Lead data import - Update list
Lead recipients in an automated campaign do not have any data synchronized back from connect into Gold-Vision
Livechat
LiveChat Integration - issue with encrypted fields
LiveChat Lead Transcript bug
Notes
Phone number not populated when broadcasting notes from Accounts with no Primary Contact phone number
Projects
Missing address information - Projects List
Quotes
Discrepancy on the number of 'days open'
Company > Quote screen not showing list of quotes
Reports
Error message produced when attempting to run a report
Reports generated from a list filtered using a colon character do not filter correctly
Sales
Sales numbers do not coincide
Touchpoints
FaceBook touchpoints not importing
May 2017 fixes: 7.1.5
Mail Tracking
Signed emails do not track into Gold-Vision
Marketing Sources
Marketing sources for leads cannot be refreshed due to an error when the source phone preference is removed from the screen design header
March 2017 fixes: 7.1.4
Import LiveChat Transcripts to Gold-Vision
Creating a Contact Activity in Gold-Vision during a LiveChat conversation errors.
LiveChat transcripts in Gold-Vision
Team Security Hides Lead Correspondence
Additional User Defined Fields
Issue searching new user defined fields via API
Recent Events
Updating contact details through Connect does not log a recent event
Screen Designer
Saving a text field with more characters than there is space for in the database throws an exception
Document Storage
Long document path names are truncated
Administration
Admin console Database details failed when database name contains a hyphen
Document Template Production
Advanced SSDP - List output - cell containing two fields does not output the second if it is not a default heading
Quotes
Opportunity Margin Percent Calculation - Error
Dashboarding
Dashboard charts containing empty DateTime values do not render
Reporting
Reports Aren't Reporting By Month
Marketing Campaigns
Stage names are truncated on the Marketing Campaign screen
Alerting
Quote reminder alerts not available as standard
TouchPoints
Touch point history charts break with large volumes and negative scores
No Feature
Generating ListStats for a drop-down field when the field appears more than once on the list causes an error
Stub chat records created without CO_REF result in access denied errors when import the chat
December 2016 fixes: 7.1.3
Seminar/Event Management
Account External field now available in Bookings and Attendees list
Additional User Defined Fields
Date formatting on Additional fields
Error when creating an item that contains an Additional Field with data entered
Date Icon Missing for Additional Date Fields
Additional numeric fields - cannot set to be integer in screen design
Document Storage
Can't open files in linked document folders with a trailing slash
Document links duplicated
Integrations
Imported delegates not updating
Document Template Production
Remove 'Create Note' for seminar attendees template screen
Quotes
Copy Quote sets the EXCHANGE_RATE and RATE_WHEN_ADDED to NULL
Dashboards
Dashboard chart displays incorrect 'extra' data columns when grouped by year
Reporting
Error when reporting from filtered list using geocode
Marketing Campaigns
Can't create new campaign from a seminar
Error message displayed when attempting to create a new Quick Campaign for a Seminar
Lead Management
Cannot re queue Deduplication jobs
Lead management scroll bars do not render correctly for new leads in a pop out window in IE
TouchPoints
Twitter touchpoints - Retweets - 401 when screen name contains an apostrophe
Maps - Route Planning
Route planning errors from activities list
No Feature
Error "Unable to get property 'childNodes'" - Javascript - function HomeUpdateAlerts
Re-Assigning a contact moves closed contact activities from the contact's old account to the new
Document templates advanced mode unclear to users that their existing templates will not work
Recent events logging hard coded to 50 with no way of changing
November 2016 fixes: 7.1.2
Campaigns
Campaign stages can no longer be uploaded to Connect with no recipients
Removing last run from campaign stage causes an error and the stage disappears - fixed
Sent campaigns correctly match their source numbers
Dashboards
Error message occurring on dashboards with duplicate chart columns- fixed
Documents
Upload document functionality does not automatically create folders when required - fixed
Server-side template send via email only sends to user - fixed
Uploaded documents for WebDav now displays the correct web path in search documents list
Connect
Clicking "Open in Connect" against a run that uses a drag-and-drop design no longer errors with "item not found" message
Seminars/Events
Setting a booking to closed lost doesn't remove attendees from sessions - fixed
Price List
Resetting price lists from a quote no longer errors
Categories
Categories are automatically added to quote items when products are added to a quote - fixed
Admin Console
Unable to create a new user defined field against activities - fixed
An example "Test Value" field is displayed for every integration
Error merging account record with 'overwrite data' option set - fixed
User defined section of the product screen is now renamable
Adding additional fields to a contact after 7.1.1 no longer makes the contact screen error on loading
Account Industry field now appears in the contact list design
Product access via admin console blocked where manual work around in place - fixed
Cannot load or save activity after creating additional fields against it - fixed
Mapping
Google mapping groups now render correctly on the screen
Data enrichment
Data enrichment contact imported without email address imports with null/blank values - fixed
Gold-Link API
Gold-Link API AddDropOption method fails to add drop values - fixed
Other
Child drop options display as GUID/Id only when copied by alerts - fixed
Deleting an email added via legacy add-in no longer causes an error
Missing drop down ID values fields on for the fnProductsForCurrency database procedure - fixed
Additional field tables missing for marketing source items - fixed
October 2016 fixes: 7.1.1
Additional User Defined Fields
- Multiple additional fields numeric input does not work
- Additional Fields - Dependent drops don't work
Screen Designer
- 53689S: Searchable drops do not work on new item screens
- 52871S: Client error occurs when using a searchable dropdown field for new item
- 52792S: It should not be possible to add values to the project/opportunity security drop down field
Data Import
- 53335S: Data import default values are not implemented and should be removed from the import client
- 52987S: Product imports incorrectly matches group names against deleted product groups
Integrations
- Integration module de-serialisation errors for Exchequer integrations
Lists
- 52917S: Clicking an item from search history list does not load a correctly proportioned list in the main window
Seminar / Event Management
- 53010S: Contact email link against a booking or attendee always uses Email 1 instead of the preferred email address
Quotes
- 53325S: Opportunities containing more than one quote calculate margin using a mean average of percentages instead of calculating from base values
Mail Tracking
- 53519S: Mail Tracking - More than 1k folders cannot be enumerated
- 52970S: Mail tracking using the IMAP protocol records dates in UTC instead of local time
Reporting
- 53162S: Marketing lead clicks list missing the created date field
- Appointment item report does not take account of time zone for start/end dates
Linking
- 53561S: Linked contacts account sub list errors on load
Marketing Campaigns
- 53292S: Disabled users showing in campaign activity owner dropdown field
- Marketing campaign stage user defined drop down fields display incorrect data
Gold-Link API
- Gold-Link missing SQL encoding protection for certain methods
Alerting
- 53309S: It should not be possible to 'set fields against the item' for email-based alerts
- 52884S: Email alert test button is usable when the default address option is selected
August 2016 fixes: 7.1.0
Additional User Defined Fields
- Multiple additional fields numeric input does not work
- Additional Fields - Dependent drops don't work
Screen Designer
- 53689S: Searchable drops do not work on new item screens
- 52871S: Client error occurs when using a searchable dropdown field for new item
- 52792S: It should not be possible to add values to the project/opportunity security drop down field
Data Import
- 53335S: Data import default values are not implemented and should be removed from the import client
- 52987S: Product imports incorrectly matches group names against deleted product groups
Integrations
- Integration module de-serialisation errors for Exchequer integrations
Lists
- 52917S: Clicking an item from search history list does not load a correctly proportioned list in the main window
Seminar / Event Management
- 53010S: Contact email link against a booking or attendee always uses Email 1 instead of the preferred email address
Quotes
- 53325S: Opportunities containing more than one quote calculate margin using a mean average of percentages instead of calculating from base values
Mail Tracking
- 53519S: Mail Tracking - More than 1k folders cannot be enumerated
- 52970S: Mail tracking using the IMAP protocol records dates in UTC instead of local time
Reporting
- 53162S: Marketing lead clicks list missing the created date field
- Appointment item report does not take account of time zone for start/end dates
Linking
- 53561S: Linked contacts account sub list errors on load
Marketing Campaigns
- 53292S: Disabled users showing in campaign activity owner dropdown field
- Marketing campaign stage user defined drop down fields display incorrect data
Gold-Link API
- Gold-Link missing SQL encoding protection for certain methods
Alerting
- 53309S: It should not be possible to 'set fields against the item' for email-based alerts
- 52884S: Email alert test button is usable when the default address option is selected
July 2016 fixes: 7.0.20
Data - Merge
Administration
Seminar / Event Management
Document Template Production
Note Broadcasting
Quotes
-
52650S: Contact not pulling across on Quick Quote
-
When re-opening an opportunity, the changed stage does not get logged in the opportunity stage history
Mail Tracking
Marketing Campaigns
-
52921S: Follow-up campaign stage rules for account activities error on stage refresh
-
51919S: Lead records uploaded to Connect always uses the "Company" phone does not and take account of the "Contact" phone if blank
Alerting
Lead Management
Social
TouchPoints
Marketing Sources
(No Feature)
-
GoldLink does not return an item when calling GetItemByIntegrationIdAndFinancialEntity if secondary flag set to null
-
Not possible to set quote item default page in the admin console
-
Quotes aren't closed-won when Opportunity is closed-won via reminder alerts
-
Javascript unit price calculation is incorrect when editing line item price or discount
-
Return X-Frame-Options DENY or SAMEORIGIN with each response
June 2016 fixes: 7.0.19
Screen Designer
- 51665S: Contact preference edit rights incorrectly labeled as 'read only' in screen design tool
Browser Compatibility
- 51784S: Downloading a saved document fails when the filename contains a comma
Administration
- 51746S: For multi-instanced installs the 'default' install can sometimes incorrectly start/stop named instance's services
- Database owner name should not appear in the output for database details
Connect Integration
- 51639S: Connect sync fails when the stage run data has been deleted in Gold-Vision
Integrations
- Integration fixed mappings show the raw database field/column name instead of the correct item label
Lists
- 51669S: Search attachments list is sometimes slow to load
- 51438S: Duplicate entries appear in the 'Search Links' view
Seminar / Event Management
- 51395S: Seminar name against a seminar-linked activity is blank and clicking the link errors
- 51180S: Confirmed booking date field cannot be manually changed on and existing booking
Document Template Production
- 52135S: Date fields format cannot be controlled for document output
- 51881S: Advanced document production errors when using certain types of images
- Template image warning message is a barrier to usage and annoying
Quotes
- 52159S: Quote product exchange rates are held individually at a product level cause problems for some integrations
- 51904S: Users incorrectly require 'delete' permissions at quote level to remove quote line items
Mail Tracking
- 51894S: Mail tracking errors sometimes a 'OneOff' item type is encountered
- 51749S: Mail tracking errors when attachment body is return as null or empty from the Exchange API
User Management
- Delete menu option on a quote item is incorrectly tied to the quote-level 'delete' permission instead of the 'edit' permission
Extensibility
- 51101S: Searchable dropdowns do not work with extension item dropdown fields
Marketing Campaigns
- 51152S: Marketing campaigns click-thru list not displaying correct details when the recipient is a lead
- 51363S: Country mail merge tag populates blank data for mail campaigns
- 51574S: Campaign source recipient count is incorrect when an inclusion/exclusion contact pair is present
Gold-Link API
- 51887S: Not possible to set a 'Job' result via the Gold-Link API 'AddJob' method
Alerting
- 51091S: Attendee alerts incorrectly have a 'New Note' option when it is not possible to create notes for attendees
- 50762S: Lead-based alerts error for stored procedure actions
TouchPoints
- Process that updates the touch point scores table runs slow sometimes for large data volumes
- Touch point history table calculations are performance-heavy with large data volumes
Marketing - Campaign Stage
- 51545S: Running a campaign with zero recipients gives a confusing and unclear reason to the user
(No Feature)
- Re-assigning contacts leaves activities against the old account until edit/save clicked
- 50223S: Account save is very slow with large number of Telephone Preference Service (TPS) records
May Fixes 7.0.18
Screen Designer
- Global label update fails if the Labels\LabelDefsExt.xml file is missing
Administration
- 51051S: Count of new campaigns not showing under the administration database details page
Security
- 51321S: Can't log in with Forms Authentication after 7.0.17 update
Address Lookup
- 50944S: Address using PCAPredict does not correctly drill down addresses in ROI
Lists
- SQL injection vulnerability in list order-by clause
Sales
- 51509S: Product sales screen errors when viewing any quote-level user defined drop down fields
- 50960S: Cultures that use comma as a decimal separator cause values to multiply by 100 on save
Quotes
- 50748S: Ampersand does not render correctly in searchable drop downs
- 50477S: Quick Quote Financial Entity not selectable if price list not on screen
Mail Tracking
- 51816S: Mail scanner no longer works with Exchange 2007 (7.0.18)
- Mail scanner fetches all folder contents from server - improved using server-side date filtering
Marketing Campaigns
- 50843S: Follow-up campaign rules filtering multiple Account Managers cause all recipients to be removed from stage
- Failed marketing source/stage refresh operations cannot be repeated
Alerting
- 50759S: The 'Add Note' alert action errors for lead management records
Marketing Sources
- 50548S: Add to existing campaign screen doesn't render correctly in Firefox
(No Feature)
- 51227S: Vertical tab characters not being removed on insert
- Unit and list price incorrectly labeled under product sales lists
- Document upload does not restrict executable file types
- Undeleting accounts doesn't undelete any associated integration IDs
- Data enrichment popup box errors if key fields are not present on screen
- It is possible to retrieve web.config via manipulation of include requests
- Year to date grouping is incorrect by one day on a leap year
April 2016 Fixes: 7.0.17
Mapping
Eventbrite Integration
Screen Designer
Browser Compatibility
Security
Lists
Outlook Plugin
Seminar / Event Management
Document Template Production
Mail Tracking
-
48050S: Retrieving a large number of folders in Mail Scanner fails
-
47798S: Manually Add emails
-
44676S: GV Outlook Sync Failing
Dashboarding
Marketing Campaigns
Alerting
Marketing Sources
Maps - Route Planning
Maps - Grouping on Map
(No Feature)
-
Missing addFNE attribute in integration module
-
Browser zoom does not affect popup window size
-
Issue applying number field format to layout files
-
49119S: Removing 'duplicate email' from mailto links
-
NAME column against ACCOUNTS table is 100 chars, SUMMARY is 255
Please contact support for more information about previous fixes.
How to Upgrade to the Latest Version
Go to the Administration Console (please note this is a Gold-Vision Administrator function)
From the menu select Settings > LiveUpdate
Click the Check for Updates link
Follow the on-screen instructions to Apply all updates
Click to Download files
Follow the on-screen instructions to apply the update
If there are any issues applying updates or you require assistance, please contact support.
Please note:
If you are still on version 6, please follow these instructions
If we host your Gold-Vision, it will be updated automatically.
If you have reported an issue with us, we will contact you to let you know when it has been resolved.
How to Upgrade from Gold-Vision 6 to 7
Gold-Vision 7 is available and can be applied via Live Update in the Administration Console. Please see minimum requirements below. If you are unsure please check with your Gold-Vision Administrator.
Minimum Requirements:
Gold-Vision Version 7 requires SQL 2005 and above.
Gold-Vision Version 7 requires Windows Server 2008 and above.
Upgrading from Gold-Vision 6.6 and Above
If you are running Gold-Vision 6.6 or above then you can upgrade to version 7 through the Live Update process
in the Admin Console.
Open the Gold-Vision Admin Console (Tools > Administration)
Click Live Update from the menu then Check for Updates
Click on the Check for Updates link
A list of available updates will appear
Click the Apply this Update link next to the first update
Follow the on-screen instructions to apply the update
Click Install Update
Repeat this process until there are no more visible updates to apply
Upgrading from Gold-Vision 6.5 and Below
If you are running Gold-Vision version 6.5 or below please contact us to arrange your upgrade to version 6.6,
which includes the unicode database changes. After this you will be able to upgrade to version 7 as above.
What version am I running?
To find out which version of Gold-Vision you are currently running click 'Help' then 'About' from the main menu.
Please note that Gold-Vision Version 7 will require SQL server versions from SQL 2005 upwards and you will need to be running Windows Server 2008 and above.
Gold-Vision can be used on devices running the following operating systems:
Windows 8.1, Windows 8, Windows 7
Apple Mac OSX 10.6 (Snow Leopard) and above.
For Chrome, Firefox and Safari, we recommend the latest updated version.
For Internet Explorer, we recommend IE10 and IE11.
