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Release Notes

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Dashboard 9.20.6

Improvements

  • Added support for adding multiple attachments to HubSpot activities
  • Added some minor design changes / UI tweaks
  • Improved performance of page changes within VisitReport event settings
  • Switching between "related" question types should no longer reset question option values

Fixed

  • Fixed an issue where deleting the first participant of a report could delete other participants aswell
  • Fixed an issue where an automatically loaded parent account would not get selected in the mergeview correctly
  • Fixed some wording / UI issues within the team coordination user table

Dashboard 9.19.1

What's new

  • Added SugarCRM support (Single / bulk export)

Improvements

  • Adjusted display of report id for child participants
  • Added arrow buttons for reordering questions within the questionnaire configurator
  • Added a warning message in the save bar when changing settings for a live event
  • Added support for creating hubspot attachments for activities without separate note entry

Fixed

  • Minor wording updates
  • Fixed an issue where DataQuality wasn't recognized when opening / refreshing the VisitReport Dashboard

Dashboard 9.13.0

What's new

  • Static filters for VisitReport Analytics (narrow down data to be displayed by setting creation date, creators, participants etc.)

Dashboard 9.11.5

What's new

  • Add a way to disable entities via mapping, without loosing data when enabling the entity afterwards
  • Automatically load and select the parent account, when a contact duplicate was found or manually selected
  • Support globally configured "Safemode" / "Preselection of field values" setting

Improvements

  • Combined "App" and "Dashboard" tabs in Event settings, improved UI by hiding unused input fields
  • Improved error handling to show which entities got exported successfully and which entity failed
  • Increased size of custom fields within event settings
  • Only allow ".jpeg,.jpg,.png" as media library folder images

Fixed

  • Fixed an issue where clicking the "Add attachment" button within the follow-up email settings could cause a crash under some conditions
  • Fixed an issue where forwarding an error to our Backend could cause the error modal to crash
  • Fixed an issue where SAP would not show any labels in the mergeview when connected via oauth without an installed snapADDY chrome extension
  • Fixed an issue where some properties are missing in the mapping when exporting a report after setting it to "checked"
  • Fixed an issue where the Hubspot support button would overlay certain UI elements
  • Fixed an issue where the Pipedrive export would show a success message even when the export failed
  • Fixed an issue where the syntax highlighting within the follow-up email settings / email template editor didn't work as expected

Dashboard 9.9.4

What's new

  • HubSpot: Refresh CRM access tokens when connection could not be established

Fixed

  • Improvements and bug fixes for the new VR Analytics
  • Border of questioCard doesn't respect border-radius
  • Fix typo in German translations
  • ReportsGrid: Broken date popover save button click target

Dashboard 9.5.2

What's new

  • Added a Beta version of the new report analytics feature

Fixed

  • Fixed an issue where user-restrictions on event swhere not correctly applied if only user-grousp were added to the list of users/groups that are supposed to have access.

Dashboard 9.4.5

What's new

  • Added the possibility to configure mandatory contact fields on an event-level
  • Added the possibility to control from which sources participants may be added on an event
  • Added the possibility to restrict editing-access to events (among users who have the appropriate role)
  • Introduced a new modal for adding new events

Improvements

  • Improved the event settings by splitting up settings into multiple sub-pages
  • Events now only have a single title to avoid confusion
  • Added the possibility to add an extra url for each event-language, to be quickly accessed in the app

Dashboard 8.0.0

What's new

  • Templates are now referred to as events, that contain a questionnaire.
  • Added bulk-export support for Hubspot CRM.
  • Added a large number of additional languages for events.
  • In the analytics for reports, added a table to list the participants countries that were previously only displayed on a world-map.
  • Added support for Pardot marketing automation.
  • Added additional placeholders for follow-up emails.

Improvements

  • General Overhaul of the Event configuration page.
  • Users in the restricted users section of an event are now ordered by their email-address.
  • In the analytics for reports, improved the display for questions with a small number of options.
  • Added clearer wording for labels of input-fields for question titles, group titles and question descriptions.

Fixed

  • Updated the outdated Microsoft Dynamics logo.
  • Updated the outdated Optimizely logo.
  • Removed outdated wordings relating to the Optimizely integration.
  • Fixed an issue where a user would not be redirected correctly out of the VisitReport Dashboard if they logged themselves out in a separate browser-tab.
  • Fixed an issue where the crm-reconnect workflow would sometimes take multiple attempts to work properly.
  • In the analytics for reports, fixed an issue where the "All" option of a chart would disappear once deselected.

Dashboard 7.0.2

Improvements

  • Improved the german wording to clarify the distinction between text and textarea questions

Fixed

  • Fixed an issue where the report analytics graphs were shown as transulcent or not at all in the analytics pdf export
  • Fixed an issue where custom entities were ignored durign a bulk-export to a crm
  • Fixed an issue where non cyrillic characters where shown as questionmarks in exported vcards
  • Fixed an issue with the account properties not updating in the crm-export mergeview when selecting a duplicate
  • Fixed an issue where the filter-popover on the report overview was cut off and not entirely visible

Dashboard 7.0.0

Improvements

  • Updated a huge number of libraries and frameworks

Fixed

  • Fixed an issue where, instead of usernames, user-ids were shown in the report-analytics diagrams
  • Fixed an issue where users were able to see a button to create Appointments, even though the process would have failed because they lacked the necessary permissions