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Release Notes Version 8.9

8.9.0 [August 2017]

US Data Center: Instant Update/Cloud - August 06, 2017; Solution - August 07, 2017

Note: this version is currently only available in the US data center. All other regions are scheduled to be available on August 27. We will update here when those updates are completed.

Note: Not all features are available for all versions of CRM.

For instructions on how to update, see this article. There is no additional charge to update and updating is quick. The column furthest to the right shows if the specific update was already automatically made for you (Cloud) or if you must update your solution file to get the update (Solution). 

  

  Dynamics 365 Feature

There is now a separate ClickDimensions solution file for Dynamics 365 environments. We have also created an "app" in Dynamics 365 so that you can see all ClickDimensions items in one place. Read more.

Available for D365 only.

Solution Update Required

 

  Improvement Email Send

The status originally called "Outbox" has been switched to "Scheduled" for more consistency and better understanding

Available for CRM 2013+ only.

Solution Update Required
  Improvement Email Send

Now it's easier to follow along with where your email is in the process. A new Pending view has been added to the list of views on the Email Send. This shows all Email Sends that are pending, in progress, or throttled.

Available for CRM 2013+ only.

Solution Update Required
  Improvement Email Send

The split test fields are now labeled with B so that in Advanced Finds it is much easier to know which subject field you are selecting for example.

Available for CRM 2013+ only.

Solution Update Required
  Improvement Email Send

A field has been added for "Web Visits Generated" that will show the total number of visits that were generated from this email send. This is done with a roll up type field which automatically counts all Visits associated to the Email Send.

Available for CRM 2016+ only.

Solution Update Required
  Improvement Email Send

If the Send Immediately field is set to No, and a date and time is set, and later Send Immediately is set back to Yes, we will now clear the Date/Time to prevent confusion on what happened. 

Available form CRM 2013+ only.

Solution Update Required
  Improvement Email Templates

Added a new view called "Quick Send Email Templates" which shows only the Email Templates that are marked for Quick Send to make organizing this easier. Quick Sends are an easy fast way to send an email template to one contact, lead, or a contact/lead via an opportunity record.

Available form CRM 2013+ only.

Solution Update Required
  Improvement Excluded Emails

Added the Contact, Lead, Account, and Reason columns to the views. Now it is easier to tell why someone was not included in the email and who they are.

Available for CRM 2013+ only.

Solution Update Required
  Improvement Export

Changed the file name of the ClickDimensions Export zip file just to distinguish better between this file and a solution file. It is now named "ClickDimensions Export.zip"

Cloud Update
  Improvement Import/ Export

Form fields now import and export with their mapping and show a list of fields that failed to map. The cause for a failure is that the field being mapped to on the contact/lead does not exist in the environment the form fields are being imported into.

Instant Update
  Improvement Social Marketing Settings

A new area in ClickDimensions Settings has been added to enable changing the main user of the social posting features.

Cloud Update
  Improvement Social Posting

If the same social post is scheduled to go out multiple times, a Social Post record will be automatically created for each one.

Cloud Update

 

We will continue to update with more bug fixes as we double confirm they are resolved.

  Bug Fix 75080 Campaign Automations Date Timers would say that some future times were in the past. Instant Update
  Bug Fix 90266 Campaign Automations Setting an Email Interaction Trigger entry point to have the same Send On time as the selected Email Send would change the Email Send's Send On time. Instant Update
  Bug Fix 99377 Campaign Automations The Run-On days specified in a Wait Timer would change upon saving the Campaign Automation for the first time. Instant Update
  Bug Fix 98013 Editors and Builders The ClickDimensions v8.8 Dynamics365 solution would load Editors and Builders without any styling. Requires Solution Update
  Bug Fix 93460 Email Sends The Text Version iFrame would not always open successfully on Email Send records, due to a typo in the related onload script. Requires Solution Update
  Bug Fix 92070 Forms Submissions could be made to deleted Forms. Instant Update
  Bug Fix 97201 Social Post Permissions were missing on the Social Post entity for the ClickDimensions User and ClickDimensions Service security roles. Requires Solution Update

 

Security Role Updates

See the full article on Security Role settings here. Security role updates are done for CRM 2013+ only and require a solution update.

ClickDimensions Core Changes
No changes.

ClickDimensions User Changes
No changes.

ClickDimensions Service Changes
No changes.

ClickDimensions Lock Blocks Changes
No changes.

IP Address Additions

Here is the current list of IP Addresses you may need to unblock to allow ClickDimensions to work.

No IP changes.

Plugin Changes

No plugin changes.

8.9.1

US Data Center: Solution - August 13, 2017

  Bug Fix 88403 Email Sends

An extra option in the editor type menu was showing that shouldn't have been.

Note: Anyone who had 8.9.0 downloaded will still see the option because solution changes are additive only. You may manually hide this option if you see it ("New Drag & Drop")

Solution

 

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