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Release Notes Version 8.12

8.12.0 [November 2017]

US Data Center: Instant Update/Cloud - November 5, 2017; Solution - November 5, 2017

Note: this version is currently only available in the US data center. All other regions are scheduled to be available on November 26th. 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 (Instant Update) or if you must update your solution file to get the update (Solution Update Required). 

 

  Improvement Domains

Domains will be automatically validated for structure when saving (ex. domain.com is valid but www.domain.com is not). Some automated corrections will be made by removing some text (www., http://, https://).

Available for CRM 2013+ only.

Solution Update Required
  Improvement Email CNAME

When you save an Email CNAME record we are validating that it actually exists and points to the right place. It will show an error if it is not.

Available for CRM 2013+ only.

Solution Update Required
  Improvement Email Send

Removed the Dynamics charts from the lead, contact, marketing list, suppression list area on the email send. So that those who have removed out of the box Dynamics charts can still install ClickDimensions.

Solution Update Required
  Improvement Email Send

If it is a scheduled email send, it kicks off a workflow called ClickDimensions Execute Send. If this workflow is not activated, the email does not send. We are now automatically checking to make sure this workflow is activated once you press send, and letting you know if it is not.

Available for CRM 2013+ only.

Solution Update Required
  Improvement Email Template

If the email template was not saved before pressing the Full Screen button you would get an error. We now save it automatically so the editor opens!

Available for CRM 2013+ only.

Solution Update Required
  Improvement Quick Send

When pressing send on a Quick Send email we're now automatically checking the dynamic content for any potential issues with the formatting.

Instant Update
  Improvement Security

We've added additional security to more of our windows including: email statistics window's individual iframes, profile page (social discovery) on leads/contacts, InboxCast window on marketing lists, email CNAME test window, domain test window.

Available for CRM 2013+ only.

Solution Update Required
  Improvement Security

If the security error occurs due to not having proper security privileges, the error will now say which privileges you are missing instead of the generic security error.

Available for CRM 2013+ only.

Solution Update Required
  Improvement Sent Email

The Campaign Automation field has been made read only so that there is no confusion on what set this field since it should only be set automatically if the email was sent via a Campaign Automation.

Solution Update Required
  Improvement Social Engagement

If you have ClickDimensions Social Engagement, and you create a post from within that interface, it will push the post back into CRM as a Social Post record.

Instant Update
  Improvement Web Content

Prior to this release there was a section on the Web Content record for an auto responder. We have hidden this section if there is nothing in those fields. Instead use Form Actions or Campaign Automations for much more flexibility.  The tab will still show if there is content in those fields so you can see it and change/remove it. 

Available for CRM 2013+ only.

Solution Update Required
  Improvement Web Content

If the web content is not saved before pressing Design the record will be automatically saved. This will prevent an error from popping up if you hit Design before saving.

Available for CRM 2013+ only.

Solution Update Required

 

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

  Bug Fix 91731 Campaign Automation An Email Interaction trigger's "Selected Links" count would be inaccurate if the final link had been removed from the Template after configuring the trigger. Instant Update
  Bug Fix 98842 Campaign Automation CRM Online was unable to publish any "Run on Entire List" CA targeted at a Marketing List containing over 5000 members. Requires Solution Update
  Bug Fix 99378 Campaign Automation The Campaign Automation Builder would sometimes fail to load all of a Decision Node's conditions. Instant Update
  Bug Fix 102976 Custom HTML Editor The Custom HTML Editor's Image Links page would only display images in the Image Manager's root directory. Instant Update
  Bug Fix 98818 Cvent Connector The Cvent Connector would not create Event Participations. Instant Update
  Bug Fix   Email Send Test For some people, the test button stops working when you update. This is because sometimes certain files are not overwritten properly during import. We've added another function to the JavaScript file (cdi_emailsendonload.js) to try to avoid this problem. Solution Update Required
  Bug Fix 99796 Email Statistics The Email Statistics iFrame's "Export Excluded Emails" link would give an error if one or more of the excluded recipients had no email address. Instant Update
  Bug Fix 101874 Eventbrite Connector The Eventbrite connector could sometimes not be set up, due to an erroneous "connector already exists" error. Instant Update
  Bug Fix 91876 Image & File Managers The amount of available space would sometimes display incorrectly. Instant Update
  Bug Fix 99344 Import Tool When opened from an Event record, the Import Wizard would not populate with the Event. Instant Update
  Bug Fix   Profile Management Checkbox fields were not properly auto populating when using a profile management form where the recipient opens a form and should see any information from their contact/lead record in the form. Instant Update
  Bug Fix 100923 Quick Send An Email Template's Campaign would not pull into the Quick Send wizard if the Campaign name contained an apostrophe. Instant Update
  Bug Fix 98009 Settings The Service Credentials window would show an error and fail to update the password. Instant Update
  Bug Fix 102684 Settings The ClickDimensions Settings page would fail to load while the account was experiencing a connection error. Instant Update
  Bug Fix 102227 Test Registration The Test Registration Connection page would give a generic error instead of a specific error when encountering a connection problem. Instant Update
  Bug Fix 102228 Test Registration The Registration page would give a generic error instead of a specific error when incorrect information was submitted. Instant 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
Profile Management Data Sync was given organization privileges on CREATE, READ, WRITE, APPEND, APPEND TO, and ASSIGN.

ClickDimensions Service Changes
Profile Management Data Sync was given full organization privileges.

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 Address changes.


Plugin Changes

No plugin changes.

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