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Release Notes

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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

Dashboard 6.11.0

What's new

  • Added new field "Linkedin-URL" for contacts/reports
  • Added a column for "Note" in the reports-table
  • General UI Overhaul
  • Added the possibility to export multiple contacts of a report as one entity to a crm (mapping required)

Improvements

  • Added additional links to FAQ articles
  • Adjusted which columns are scrollable horizontally in the reports-table

Fixed

  • Fixed an issue where buttons where cut off on the questionnaire-overview in french and italian
  • Fixed an issue where the batch download of qr-codes for inventory-data failed in some cases

Dashboard 6.10.0

What's new

  • Added support for Hubspot as a CRM export target
  • Added support for exporting reports to Pipedrive via Bulk-export
  • Added support for Marketing Automation "Marketo"

Improvements

  • Improved performance in the reports-grid
  • Improved stability & performance of duplicating questionnaires
  • Improved stability & performance of deleting questions, question-options & groups
  • Improved routing

Fixed

  • Fixed an issue with the CRM-Duplicate Check
  • Fixed an issue with the internal handling of Date & Time values
  • Fixed an issue where Duplicate-check requests would sometimes fail for Salesforce & Dynamics
  • Fixed an issue where signature questions were not correctly shown as "signed" sometimes

Dashboard 6.9.0

What's new

  • Added the option to configure follow-up emails using HTML

Improvements

  • Improved the email-activity log

Fixed

  • Fixed an issue that would prevent uploading imventory-data for certain excel files

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