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Release Notes
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Dashboard 6.8.0
Improvements
- Extended Pipedrive CRM functionality
Fixed
- Fixed an issue where the chart "Reports per day (by User)" was missing when exporting multiple charts as a pdf
Dashboard 6.7.4
Improvements
- Unified the display of Date & Time Values
Fixed
- Fixed an issue where Answers of Groups that were set as dependent on another question, were not displayed properly in the details-view for additional contacts of reports
- Fixed an issue where certain custom values where missing during single- & bulk-export
Dashboard 6.7.2
What's new
- Added Hubspot-export (via snapAddy Dataquality) as an export option
- Added a dialog to manually create appointments in the appointments section of questionnaires
- Added the option to hide the attachments and/or notes sections in the VisitReport App on a questionnaire-level
- Added the questionnaires CampaingId to the excel-export
- Added a column to the reports-table to show the e-mail of the user that created the report
Improvements
- Minor visual improvements
Fixed
- Fixed an issue where the HubSpot Marketing automation icon was shown in the reports-table if no CRM-integration was configured
- Don't show hidden export-types
- Fixed an issue where custom fields from the questionnaire settings were delted if empty when leaving the settings
- Fixed an issue where newly created questions could not be set as dependent on existing questions
- Fixed an issue where newly created question-options could not be set as a default-option or be deleted
- Fixed an issue where gaps in the reportIds would occur when exporting both to the VisitReport Dashboard and a CRM from the VisitReport App
- Fixed an issue where it was possible to create a signature question without a question-option
Dashboard 6.7.0
What's new
- Nested questions: These questions are dynamically generated based on your answers to a superior single- or multi-selection question
- Answers of reports may now be edited directly in the details-view of a report. Questions that others are depending on or that have nested questions assigned to them, are excluded from this functionality.
Improvements
- Improved the follow-up email functionality
Fixed
- Added a missing FAQ Link to the follow-up email configuration page
- Fixed an issue where follow-up emails could not be sent without both a first- and last-name
- Fixed an issue with the format of Date/Time values when exporting to a crm system
Dashboard 6.6.0
Fixed
- Fixed an issue where elements of the CRM duplicate check would appear to be clickable when they are actually not
- Fixed an issue where contents of the 'value'-field of question-options in the questionnaire configurator would be cut-off by the placeholder-text of the fields
- Fixed a number of smaller issues with the crm-export functionality
Dashboard 6.5.0
What's new
- Added Japanese to the available languages for questionnaires
- Added an optional description field to questions in the configurator, whose value will be displayed below the questions name in the VisitReport App
- Added a choice of export-target to the questionnaire configurator, which determines if reports for this questionnaire from the app should be exported to the VisitReport-Dashboard, to a CRM, or to the app-users choice.
Improvements
- Increased the margin at the top & bottom of the screen that causes the view to scroll when dragging a question in the questionnaire configurator
- Improved the CRM-export merge-view to match snapAddy Dataquality
Fixed
- Fixed an issue where opening a website from the CRM merge-view did not work
- Fixed an issue where some answers could be missing when exporting from a report with multiple participants
- Fixed an issue where dependent questions where not correctly highlighted when the dependency-icon was clicked in the questionnaire configurator
- Fixed an issue where date values in exported excel & pdf files would be displayed with GMT+0 instead of the users timezone
Dashboard 6.4.0
What's new
- Introduced a new interface to manage appointments added to a questionnaire via API
Fixed
- Fixed an issue where the connection to SAP Sales Cloud would fail for checking duplicates
- Fixed an issue where the export of multiple reports at once to SAP Sales Cloud would fail
- Fixed an issue where signatures would be sent twice when exporting via a webhook integration
- Fixed an issue where 'checked' dates of reports could switch their month and day values when using the dashboard in english
- Fixed an issue where editing a follow-up email template in a questionnaire that was copied from a different questionnaire, could result in the template in the original questionnaire to also be altered
Dashboard 6.3.0
What's new
- Added the option to enable the new appointments-feature to the questionnaire settings.
- Added new question-types "Date-only" and "Time-only"
Fixed
- Fixed a wording error in the crm Duplicate-check
- Fixed excel download for reports with multiple participants when an excel mapping is used
Dashboard 6.2.4
What's new
- Added ability to add custom fields to questionnaire to be used by the mapping during export
Improvements
- Improved media library upload and display of folder images
- Changed media library editing of file and folder names
- Added Copying and moving files and folders in media library
- Changed media library timestamp display to 24 hour format
Fixed
- Move to next line when hitting "Enter" in Follow-up email configurator
- Restrict length of individual inventory-data field values to 255 to prevent incompatibilities with crm systems
- Changed endpoint to get questionnaire for duplication, to prevent crashes
- Extended max-length of chart legend labels in report analytics
- Fixed issues with searching for questionnaires
- Fixed an issue where reports would not load if reports-page is refreshed
Dashboard 6.2.3
Improvements
- Added display of questionnaire-lifespan information in questionnaire-overview
- "Title"-input is now focused initially when creating a new questionnaire
Fixed
- Renamed "Thanks-email" to "Follow-up email"
- Switched the filter-popup orientation for the first two columns in the team-coordination table
- Fixed a problem with username display and fallback to email-address
- Fixed initialization of intercom