Release 3.4

Release 3.4

Release notes for Client Sense 3.4

With the release of Client Sense 3.4 comes a multitude of stability and performance improvements, along with bug fixes and UI improvements. New features include:
  1. Revamped Integrations view
  2. More integration functionality
  3. Integration support for Dynamics, Vision6, Act-on, and Campaign Monitor
  4. Excel export changes

Integrations

With the introduction of new integrations, the way users configure integrations has been streamlined to a simpler experience.

The slash-eye icon indicates that the integration is hidden from the UI. The integration will turn greyscale when the integration process has been disabled.













Figure 1. New integration view

All integrations are now displayed in a list view, making information about sync stats, as well as status and visibility easily accessible from first glance. Clicking the settings cog expands configuration options.


Figure 2. Integration configuration

Custom Field syncing

A new feature is the ability to sync any Custom Field into the integration, which can be set from either the configuration modal (Figure 2) or by editing the Custom Field in question 

Figure 3. New options for editing Custom Fields

Enhanced Integrations

  1. Concep - Updated Concep functionality to allow managing of contacts and syncing custom field data from Client Sense to Mailchimp
  2. Mailchimp - Updated Mailchimp functionality to allow managing of contacts and syncing custom field data from Client Sense to Mailchimp
  3. HubSpot - Updated HubSpot functionality to support Private Access Tokens

Additional Integrations

This release includes Integrations with 7 additional Mailout systems
  1. Act-on
  2. Active Campaign
  3. Microsoft Dynamics
  4. Peppermint CRM
  5. Salesforce
  6. Upper Sigma
  7. Vision6

Favourites

Create new Tab when choosing Tabs for Favourite

The option to create a new Tab has been added when choosing the Tabs for your Favourite. The name of the new Tab will be automatically populated based on the Individual or Organisations name, domain or email address that you're adding.
Creating a new Tab will automatically add the Favourite to the newly created Tab

Figure 4. New Tab when managing Favourite

Excel Export

The excel export tool has been extended to now allow the option to export a tab with the contacts being fetched for each client (Individuals). Old tab exporting behavior remains (As is).


Figure 5: Redesigned excel export prompt

Subscription and Tab visibility simplification

Quickly and easily control tab subscriptions and visibility with prominent buttons on the Favourites dashboard.
The RSS icon (yellow) controls subscriptions and the eye icon (blue) controls visibility

Figure 6. Simplified tab visibility and subscriptions

Change owners of shared Tabs - Admin only

If you're left with orphaned shared Tabs from users that no longer have access to the system you can change the owner of the Tab.
Transferring ownership of the Tab will retain all existing favourites and subscribers to the Tab and will allow the new owner to change all Tab settings


Figure 7. Change Tab owner dialog

Merge Tabs

A new Merge menu item has been added to the context menu when right clicking on a Tab. Combine the contents of two Tabs to build lists faster than before.

The Favourites within the two chosen Tabs will be merged into a brand new Tab with deduped results


Figure 8. Merge Tabs dialog

Updated context menu

The menu that appears when right clicking on a Tab has been updated.

Figure 9. Favourite Tab context menu changes

The text remaps as below

New Label
 Old Label
Settings
Edit Tab
Import
Bulk add to Tab
Copy
Copy Tab
Merge
-
Edit Field
Bulk edit field
Add Activity
Bulk add activity

Relationship Management column

The Relationship Managers column now displays a more informative indication of Relationship Managers assigned to the Organisation and its Individuals. This builds on previous functionality which would only show who was assigned directly to the Organisation.
The total number of Relationship Managers assigned to the Organisation and its Individuals, along with the most pessimistic alert threshold will be displayed


Figure 10. Relationship managers Favourite Tab column

Edit Field (formerly Bulk Edit Field)

Improvements have been made to the Edit Field functionality when making changes to fields of type Multiselect. You can now choose to Remove particular items from the Favourites in the Tab or you can add items.
You can safely choose to Add items that already exists against a Favourite or Remove items where they don't exist


Figure 11. Field edit dialog Multiselect changes

Relationship Management

Terminology changes

There have been numerous updates to terminology in the release to improve the usability of Relationship Management and to reduce conflicting terminology across the product.

Relationship (formerly Account)

There was some terminology in some places where a relationship was referred to as an account, this has been updated to relationship.
Account Summary has become Relationship Summary.

Teams (formerly Groups)

Groups have been renamed to Teams as the teams terminology often better describes the collection of people in the group and how they work together in an organisation.
Group Admins have become Team Admins. Group Members have become Team Members.
Group Summary has become Team Summary.

Relationship Types (formerly Categories)

Categories have been renamed to Relationship Types as it's more in line with why and how the relationship is being categorised.

Team Summary

The Team Summary email now more clearly displays the Relationships that have been flagged for review.

Contact Card

New - 360 View

An additional tab called 360 View has been added to the Contact Card. This 360 View tab is a rebuilt and optimised version of the original 360 View that's accessible by all users. The view is client centric and removes the ability to reverse lookup by employee.
All users can see this view, previously the 360 View could only be seen by Client Sense users and not Relationship Managers.
The 360 View tab has also been optimised for framing into other applications.


Figure 12. 360 View Contact Card tab

  1. Improved the performance of the Related Contacts tab and the loading of the Internal, External and 3rd Party contacts.
  2. Adjusted the UI layout
  3. Added Organisation name to the Other Related People column for greater insight into shared relationships

Additional changes

  1. Additional column 'Organisation' has been added to the Last Contact report
  2. Notifications have been visually overhauled
  3. Field Suburb has been renamed to City
  4. Text changes and extra modal close buttons added
  5. Extra help text added

Bug fixes and performance enhancements

  1. Better database access, and performance improvements for integrations
  2. Resolved an issue with the Related Contact view loading Organisational contacts in the Other Related People column when viewing an Individual

Version Notes

3.4.83

2023-01-17
Changes
  1. Report adjustment

3.4.82

2023-01-16
Peppermint
  1. Improved relationship sync performance

3.4.81

2023-01-15

Dynamics
  1. Improved performance of adding and updating batches
  2. Integration can now be added without specifying https for API url
Peppermint
  1. Improved relationship sync performance
Related Contacts
  1. Refactored data lookups to improve performance

3.4.76

2023-10-12

Bugs
  1. iFrame - Resolved issue with iframe users not authentication on Windows Auth
Changes
  1. Salesforce - Better handling of duplicate contacts that exist in Salesforce but targeting the most relevant

3.4.74

2023-10-9

Changes
  1. UpperSigma - Updated incorrect field references missing prefixes
  1. UpperSigma - Added some resilience to sync steps to continue if they fail
  1. Favourites - Adjusted encoding for some attribute rendering

3.4.72

2023-09-16

Changes
  1. Saleforce - Changed deployment RollbackOnError to true

3.4.70

2023-09-08

Bugs
  1. Resolved issue viewing hidden contacts in the mailout bulk view

3.4.69

2023-09-07


Bugs
  1. Resolved issue with invalid Unicode characters / surrogates for emojis in names and titles causing issues displaying search results and launching the 360 view.

3.4.68

2023-09-04

Bugs
  1. Modified some urls to be relative to ensure correct rendering behind Azure proxy
  2. Prevented lookup fields in Activity create, and Entity Lookup attributes from submitting when pressing enter
  3. Changed test level of salesforce deployment job
  4. Resolved error in contact card 360 view with no data when using mailout integration
  5. Resolved error deleting some groups if they haven't been processed and had references created

3.4.67


Bugs
  1. Resolved error displaying mailout icons on large organisations in 360 view
  2. Resolved error with client name resolver job in some instances

3.4.66


Changes
Salesforce - Added additional logging to integration

3.4.65


Bugs
  1. Mailchimp - Resolved issue syncing if using Address property instead of Text for the Address field

3.4.63


Bugs
  1. Load More - Prevented some panels from loading more data on page scroll when they were hidden
  2. Salesforce - Resolve issue where the flexipage could fail to deploy and would get stuck waiting for success
  3. Salesforce - No longer activate flexipage once deployed

3.4.62



Bugs
  1. Salesforce - Fixed issue with integration syncing when Multicurrency was enabled on environment
  2. Integration form - Fixed issue rerendering form if an error occurs during save
  3. iframe 360 - Resolved mailout icon images not rendering

3.4.60


Enhancements
  1. Integrations - Line2 of address should always push now
Bugs
  1. Active Campaign - Fixed issue with custom fields with special characters interupting sync or not syncing

3.4.59


Bugs
  1. Export report - Resolved issue with top 5 contacts only generating for those employees who have been filtered. Additional processing time will be required to produce report contents now when filtering to employees, unfiltered reports will take the same amount of time
  2. Upper Sigma - Resolved issue with duplicate contacts existing preventing sync when using additional sync functionality
  3. Upper Sigma - Resolved issue with missing database table preventing sync
  4. HubSpot - Resolved error due to HubSpot changing API response
  5. SalesForce - Resolved error when unexpected default value returned for picklist
  6. Exchange logs - Attemping to handle unhandled error when admin api failure occurs

3.4.58


Enhancements
  1. Contact Card - 360 View - Can configure mailout icons to be visible in 360 view (including iframe)
Bugs
  1. Contact Card - 360 View - Fixed rendering of LinkedIn search button

3.4.56


Enhancements
  1. Historical Tool - Can specify mailboxes
Bugs
  1. Historical Tool  - Increased timeout for large data sets
  2. Historical Tool - Possibly resolved issue cancelling running historical search
  3. Microsoft Auth - Resolve consent error redirecting to non-existent error page

3.4.55


Adjustments
  1. Some text localisation changes
Bugs
  1. Activities - Resolved issue editing activity with some special characters
  2. Import - Resolved some path errors

3.4.54


Enhancements
  1. Integrations - Improved performance of Top Contacts and Top Groups calculation to speed up sync
  2. Peppermint / Upper Sigma - Improved relationships calculation time to speed up sync

3.4.53


Enhancements
  1. Peppermint Integration - Added additional functionality for relationship mapping and control for account syncing

3.4.49


Bugs
  1. Favourites and export - Improved Mailchimp and Concep inclusion

3.4.48


Bugs
  1. Heatmap report - Increased timeout

3.4.47


Bugs
  1. Favourites individual export - resolved issue when more than 1k people in list and individual and their organisation appears in list but on different pages causing duplicate reference error

3.4.44


Enhancements
  1. Foundation - Added foundation integration
  2. Improved mailout loading in 360 view
Bugs
  1. Resolved issue where changing favourite owner would fail depending on username configuration using Windows auth

3.4.43


Bugs
  1. Concep favourite column - Prevented campaign data from being included in calculation. Data was incorrectly being included and impacting performance.

3.4.42


Enhancements
  1. Heatmap report - Added horizontal and vertical total header columns and sorted results horizontally

3.4.41


Enhancements
  1. DQM beta module

3.4.40


Bugs
  1. Fixed icon size in email template
  2. Fixed error when viewing engagement for empty favourite
  3. Resolved error calculating my firm panels for brand blend clients - #HF27
  4. Active Campaign bugs fixed - custom field not found and contact list filtering
  5. HubSpot bugs fixed - failing to create company custom field group
  6. 360 mailout loading performance improved
Enhancements
  1. Export heatmap from Favourites
  2. Export query performance improved
  3. Heatmap query performance improved
  4. Transitions performance improved

3.4.32


Bugs
  1. Increased timeout of migration of properties for those upgrading from version 3.1
  2. Batched updated name functionality to reduce chance of timeout on instances with a large number of identified names - #HF25
  3. Resolved error on Employee 360 view when employee hasn't had contact in a significant amount of time - #HF27
  4. Resolved error when adding a single Favourite that requires stat calculation - #HF27
Enhancements
  1. Improved performance of transitions

3.4.27


Enhancements
  1. My Firm - Improved performance of calculations
  2. 360 view - Optimised data retrieval and improved accuracy
  3. Employee view - Optimised data retrieval and improved accuracy
  4. 360 Contact Card view - Improved performance of query
  5. Engagement view - Improved performance of query

3.4.26


Bugs
  1. Contact Names - Increased a timeout in the service - #HF25

3.4.25


Enhancements
  1. Contact Names - Improved accuracy and capability of service

3.4.24


Enhancements
  1. Organisations Name - Improved accuracy and capability of service

Bugs
  1. Historical Tool - Additional resilience added to ensure data commits were successful. Fixed issue where some invalid contacts could be created.

3.4.17


Enhancements
  1. Relationship Management - Team admin view

Bugs
  1. Historical Tool - Additional resilience added to ensure data commits were successful. Fixed issue where some invalid contacts could be created

3.4.16



Bugs
  1. Mailchimp - Resolved issue preventing all contacts in some lists from being synced
  2. Search - Removed old Mailchimp schema from search results which could present old results

3.4.14


Bugs
  1. Historical tool - Reduced data being pulled from EWS to improve performance

3.4.13


Bugs
  1. Resolved issue with calculated fields not syncing to HubSpot
  2. Improved query performance for Mailout calculated fields to reduce random failures
  3. Improved favicon logic

Integrations
  1. Upper Sigma integration - sync activities to events
  2. Dynamics - Form patching optional setting

Enhancements
  1. Engagement foundation
  2. iFrame functionality for the 360 view
  3. Historical email retrieval functionality

3.4.12


Bugs
  1. Resolved issue with some HubSpot prerequisites failing to create on new instances

3.4.11


Bugs
  1. Resolved issue with certain Concep elements not hiding when the integration was hidden
  2. Resolved issue with some Concep elements not rendering correctly
  3. Resolved issue with importing some csv files with particular formats
  4. Resolved issue with HubSpot integrations failing to sync if they've been added since 3.4
  5. Mailout integration scheduled job will now cancel when stopping the mailout service
  6. Resolved issue where bulk adding some HubSpot contacts would not show in Client Sense that they've been added until the next full sync completed

3.4.9


Enhancements
  1. Dynamics integration - added the ability to choose which dashboard to create contact deep links into
Bugs
  1. Resolved issue with Dynamics syncing emails with apostrophes
  2. Resolved issue with Dynamics not syncing some contacts where their email had been entered into Dynamics not using lower case
  3. Resolved issue causing Calendar appointment function to crash
  4. Resolved issue where a Mailout sync might crash if it gets a db timeout while calculating some data
  5. Resolved integration missing Icon
  6. Resolved missing icons in 360 view if site was running in subdirectory

3.4.6


Enhancements
  1. Dynamics form patching capability added
Bugs
  1. Resolved issue with Dynamics integration building internal links for contacts with unmatched email addresses
  2. Resolved issues causing Calendar appointment function to crash

3.4.4


Bugs
  1. Resolved issue with Relationship Management Summary using Team Summary template

3.4.3


Integrations
  1. Added Active Campaign as an available integration
  2. HubSpot now supports Private Access Tokens
  3. Names of individuals will be saved into Client Sense where they exists in the mailout and not in Client Sense

Bugs
  1. Dynamics Integration - Resolved issue where Client Sense could overwrite contact names due to requiring names when updating contacts. Contact names will now be retrieved from Dynamics and pushed back in to prevent modifications