Release Notes 4.1
- NEW: Forward to friend Tag. Functionality that tracks forwards, clicks and opens of these emails. Includes new report in the Reports tab.
- NEW: Field Mapping (inbound and outbound). Mapping custom form questions to custom form fields and pre-populating custom form questions with custom fields.
- NEW: Added ability to bulk update companies. The bulk update functionality allows you to merge companies, change company types, and delete companies.
- NEW: Added ability to bulk update opportunities. Allows you to update status, type, and code. You can only update type or code if all of the opportunities selected belong to the same rule group. Otherwise, these options are disabled in the bulk action drop down menu. The types or codes options are populated based on which rule group is checked.
- NEW: Added membership expiration report. This report allows you to search membership expirations based on date ranges.
- NEW: Tag which generates a JS up and down scrolling ticker. The tag allows you to pass it a sectionID, and it returns the JS ticker with the headlines from the section provided. Also has parameters which allow you to control the style applied to the ticker div, the number of headlines, and the pause time (milliseconds) for each headline.
- NEW: Changes to QWP Form that were necessary for ChannelPro functionality that allows an end-user to upload an image that will appear on their proof.
- NEW: Added JS tooltips to QWP. Makes it easier to add on-screen help and tips anywhere within QWP.
- NEW: QWP_headlines_hidden_divs Tag. Tag pulls a list of headlines and displays their body content in hidden divs below the headline. When the headline is clicked, the body is displayed beneath it.
- NEW: Changes which allow admins to create a tracking URL that links to an external site, while still tracking the clicks.
- NEW: Added ability to create a custom field that is a "date" type. Ability to search against the date type custom fields via date dropdowns on the company list and opportunity list pages. A lot of changes to the search functionality. When you select a custom field that is a date type, there is JS to change the search criteria to date pulldowns instead of an open text field.
- NEW: Adding functionality that allows you to add/edit/delete company types and assign company types to companies.
- Updated: Added the ability to include custom fields in the company import functionality.
- Updated: Added ability to change the records displayed per page on the Company List and Opportunity List. The options are 25, 50, 100, and 250.
- Updated: CSS styles to be more SEO friendly.
- Updated: Made change to eliminate non-ascii characters from the nutrition data import.
- Updated: Added additional tag libraries to extend functionality throughout the application.
- Updated: Login screen to contain XML feed of news and updates.
- Updated: Order confirmation email, the companies contact information is right at the top.
- Updated: Cosmetic tab name and button changes for consistency and clarity.
- Updated: QWP now allows for infinite custom fields for companies, searching by them, etc.
- Updated: Company CRM: Ability to upload a 2nd image for a company record (such as logo or photo).
- Updated: Adding "process" tag to the commerce account creationg form. Adding functionality that allows you to enter introduction text before the login form. It allows for HTML and/or Lasso to be processed.
- Updated: Cosmetic changes to form builder screen, Server/List Sites and Server/Site Detail.
- Updated: Added form fields to upload logo and photo on the My Account section for users.
- Updated: Changes related to adding "Subscribe to Permission Group" option to the form builder.
- Updated: Re-labeled pre-population fields in the formbuilder for phone, phone2, and fax and added the ability to pre-populate with company phone and company fax.
- Updated: Adding subscriber count to the bulk user lists page.
- Updated: Adding functionality to send users to the site homepage if the TID has been removed or does not exist.
- Fixed: Search results of orders pass to subsequent pages via pagination.
- Fixed: Linkpoint API secure confirmation page.
- Fixed: Bug with code to check for duplicate usernames.
- Fixed: Forms total on Exec Summary report.
- Fixed: Lock was appearing on Section List even if the section was not password-protected.
- Fixed: Section preview button not working if section name contained a question mark.
- Fixed: Added check so you cannot merge a company to its same ID.
- Fixed: Edited email_exists tag so it doesn't return an error when a user is updating their own information.
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