Search Results Archives: July 2007

New Email Transport

July 27, 2007 at 5:01 pm Filed in:Announcements No Comments

We’re currently test-running a brand new email transport system.
We expect a speedier, more reliable and efficient delivery of mail outs from the CRM to your SMTP servers.

Email Campaigns

July 18, 2007 at 5:59 pm Filed in:Announcements No Comments

When you send out an email campaign the emails are all queued up from all accounts and sent together by order received. This means that there might be a delay between the time you click “Mailout” and the time the email is actually mailed out. Remember you can always check the state of your emails by clicking the Queue link or button for that campaign. If there is something in the queue you’ll be able to review it.

We are currently bolting on a brand new email messaging system that will ship emails at a much (much) faster rate than the current system. We’ll have it ready to go this week.

Release Notes – July 16th 2007 – Maintenance Release

July 16, 2007 at 4:19 pm Filed in:Release Notes No Comments

Just a few fixes this time:

  • Resolved an issue with the contact creation dates
  • 3-part date pickers on the mail out screen now set the proper schedule.
  • Fixed a problem with this week display for calendar events.
  • Product listings now show the product group as well.
  • We have changed the default value for calendar mode. If you have never chose a calendar mode in your preferences, or have just registered, you will have the default calendar to be the enhanced pop-up calendar instead of the 3-part date selector. If you are using the 3-part date selector we recommend that you switch to the enhanced pop-up calendar – it just works a lot more intuitively.
  • TinyMCE, the rich text editor was updated to version 2.1.1.1

Release Notes – July 1st 2007

July 1, 2007 at 11:29 pm Filed in:Release Notes 1 Comment

Additions:

  • Better handling of different time zones – Please recheck that your timezone is the right one in your Preferences screen.
  • Quick create form now creates record quicker, and allow for creation of records in quick succession.
  • Page numbers now show at the bottom of grid views.
  • Deals now have an “exclude from reports” switch to remove them from consideration in the report’s library and pipeline reports.
  • Added Create New Note as an option to the right click context menu of records.
  • Email campaigns now show the next schedule date (where available) of the campaign mail out, and clicking it provides a list of all future schedules for this campaign.
  • Calls now allow setting the call flag from the call summary screen.
  • You can now save pipeline report as a PDF document in your Documents section.
  • Added new report: Companies by status
  • You can now search records by notes from the search panels.

Fixes:

  • Call List link now appears in custom views for contacts
  • Fixed pagination issue when searching by extended fields from the full contact form.
  • Time line now defaults the end date to ‘now’.
  • Unavailability panel in the new calendar event form now works properly.
  • Fixed a problem with imported companies not rolling back.
  • Tidied up a few places which ignored the “do not allow deletions by users” setting.
  • Call list link now appears properly in custom views links.
  • Fixed a problem with criteria campaigns and using tags as criteria
  • Tag fields added to full search forms for contact and company.
  • Quick-fill fields now work faster without refreshing the page after each update. There are many Quick-fill fields scattered through out the application – if you see the mouse cursor change to a hand while hovering an empty listing field (for example contact phone number) you can click to update the field right there without having to open the record form.
  • Calls pagination from a company page (under the calls tab) will now work properly.
  • Fixed a problem which made it impossible to revert a campaign from using a saved search to normal criteria.
  • We’ve gone and added context menus to record links that lacked them.
  • Fixed an issue with the status field in the combined form sending double values sometimes.
  • Fixes to extended fields searching from the full contact and company forms.

If you are a pro user using the xml web services to update your crm data from your own website, please note that the time zone field for contacts have been update. The change is noted in the web services docs (available from the Profile Settings page under Setup).