Notas de publicación

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Release Notes

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Smart Autocomplete & Smart Updater 1.8.0

What's new

  • Added Smart Autocomplete for new Contacts and new Accounts
  • Added Smart Updater for Leads, Contacts and Accounts

DataQuality LinkedIn Integration 5.2.0

What's new

  • Added mandatory field indicator

Improvements

  • Prefer company over personal address when both are available

DataQuality 11.8.0

What's new

  • Replaced Intercom chatbot with Hubspot chatbot
  • Added support for Hubspot Engagements (Meetings, Calls, Activities)

Improvements

  • Improved the company recognition in the contact person search by removing the legal form from the company name (GmbH, AG, Inc)
  • Implemented a field definition cache

Fixed

  • Fixed an issue where custom lead entities would not show any crm duplicates
  • Fixed an issue where no notification toast was shown after reaching the Fair-Use limit
  • Fixed an issue where duplicate indicators would show up for disabled entities

DataQuality for Outlook 1.15.0

Improvements

  • Make fields editable while not all fields are visible
  • Remove section headings if there is no content

Fixed

  • Fixed an issue where the addin could crash after logging in
  • Fixed an issue where the duplicate check was not triggered under some circumstances
  • Fixed an issue where the contact person / company data search was automatically triggered when opening a contact in DataQuality
  • Fixed some issues where images could not be exported to the connected CRM (affected CRMs: Salesforce, Hubspot, Pipedrive)

DataQuality 11.7.0

Improvements

  • Sort lookup field options alphabetically
  • Updated wording of "Install snapADDY Helper" modal

Fixed

  • Fixed an issue where creating a new contact via the updater button would trigger the "account change detected" view
  • Fixed an issue where changing the export action of a contact (Update / Create new) would reset values selected within the connected account mergeview

DataQuality 11.6.0

What's new

  • Added support for Hubspot owner lookups

Improvements

  • Fixed an issue where the "assigned to" field was not set correctly for SuiteCRM contacts
  • Fixed an issue where the company change detection would also block the lead mergeview
  • Fixed an issue where selecting a lookup entity would not add a chip to the mergeview
  • Fixed an issue where exporting profile images to SAP leads didn't work
  • Fixed an issue where the connection check to SugarCRM and SuiteCRM didn't work

Fixed

  • Code cleanup
  • Persistently save the "Developer mode" flag and show debug UI below mergeviews when the flag is set

DataQuality 11.5.0

What's new

  • Added mergeview state synchronization between clients and for shared lists

Improvements

  • Use email domain instead of website if available in the email validator
  • Improved duplicate detection after executing a contact person search
  • Improved duplicate detection for companies where the name includes umlauts (ä/ö/ü) or special characters for Pipedrive
  • Changed the default field type for Microsoft Dynamics revenue fields from "input" to "number"

Fixed

  • Fixed an issue where opening a duplicate within SageCRM from the duplicate popover didn't work
  • Fixed an issue where exporting the last contact on a page would not open the first contact on the next page
  • Fixed an issue where the Hubspot updater button wouldn't load correctly when navigating within Hubspot

DataQuality 11.4.0

What's new

  • "Tabbing" through the mergeview will now directly show input fields for focused rows. (Only for Input, TextArea and number fields)
  • Added an updater button to Hubspot (Contact, Company, Deal)
  • Added support for LinkedIn Industry Codes v2

Improvements

  • Automatically close the LinkedIn browser tab when logging in to LinkedIn via the company data search hint
  • Improved data grabbed when using a google maps snapADDY button
  • Improved UI of the trial CRM-Export modal

Fixed

  • Disable refinement functions while the mergeview is loading
  • Fixed an issue where a small window was opened and closed quickly in the Outlook addin when executing a company data search
  • Fixed an issue where a wrong label was shown in the UI for weclapp contacts

DataQuality 11.3.0

Improvements

  • Added a hint to log in to LinkedIn if necessary to the company data search modal
  • Added an info toast when reaching the rate/usage limit
  • Automatically close the Microsoft Dynamics / SAP Sales Cloud browser tab after logging in via websession
  • Make sure the date / datetime picker is completely in the viewport when editing a date / datetime field in the mergeview
  • Reordered the dropdown options of the "Create new" button and renamed it's "New contact" option to "Add manually"
  • Updated multiple server endpoints and introduced new bulk http requests to improve the performance of the company data search and contact person search

Fixed

  • Fixed an issue where every field was highlighted after a company data search instead of only the ones where the value changed
  • Fixed some issues where sometimes no and other times multiple same duplicates where shown in the duplicate popover within the mergeview
  • Fixed a UI issue were the export action buttons (duplicate, create new, don't create) above the mergeview were not resized correctly when resizing DataQuality
  • Fixed a UI issue were a gray line was shown for every disabled integration in the DataQuality settings

DataQuality 11.1.0

What's new

  • Added support for custom mapped duplicate checks to our Pipedrive integration

Improvements

  • Added some entries to the internal website blacklist for the company website finder
  • Datepickers in the mergeview will now close automatically when selecting a day
  • Duplicate check results will now be synchronized beween the duplicate check popover and the mergeview duplicate selection popup
  • Improved LinkedIn / XING profile link handling within the mergeview
  • The first contact in your contact list will now be opened automatically when opening DataQuality or changing the selected contact list

Fixed

  • Fixed an issue where any popover was closed when DataQuality lost and regained focus
  • Fixed an issue where signatures were not correctly exported for VisitReports containing multiple participants
  • Fixed an issue where tokens weren't refreshed properly when exporting to Hubspot