June

/June

June

Jun 30, 2016

    • Optimized: Corrected CSV and Google Export
    • Fix: Corrected Google Sync issue for selected contacts
    • Fix: Corrected sendgrid notification on some contacts after recent update.

Jun 29, 2016

    • Enhancement:  Added the ability for the user to see the progress of the of an email that is sent from Realvolve.
      Processed: Email has been submitted to our SMTP Server and is being processed to be sent to its destination Email Server.
      Dropped: This indicator shows when an email has been dropped. This could happen if we’ve found spam content (if spam checker app is enabled) or we see the recipient has unsubscribed previously. There are a number of reasons why your email will not even be sent to a recipient for delivery.
      Bounced: This will be shown if the receiving server cannot or will not deliver a message. Bounces often are caused by outdated or incorrectly entered email addresses. Many times you won’t know a bounced email address until it bounces. This indicator help you ensure it doesn’t bounce again by removing it from your contact. You should remove bounced and unsubscribed email addresses to keep your sender reputation high.
      Deferred: When an email cannot immediately be delivered, but it hasn’t been completely rejected, the deferred event fires. Sometimes called a soft bounce, We will continue to try for 72 hours to deliver a deferred message.
      Delivered: Shows when an email has been accepted at the receiving server. This DOES NOT guarantee that the email was placed in the recipient’s inbox.
      Unsubscribe: One of the most important statuses is when a recipient unsubscribes from your mailings. Reacting immediately to an unsubscribe by removing the email from your lists can pay long term dividends in fewer spam reports and a higher engagement rate.  Remove bounced and unsubscribed email addresses to keep your sender reputation high.
      Spam Report: This indicator shows when we receive a spam notification so that you can react appropriately–or at the very least, never send another email to that address.
      Opened: An opened email is the first step toward the action you want your recipient to take. This indicator shows every time the email is viewed with images turned on. Like all email service providers, Realvolve uses a transparent image beacon to track opened messages. This beacon is currently the only way a sender can tell if an email has been opened.
      Clicked: The pinnacle of an email engagement is the ‘click’. This indicator will show if the recipient of the email clicks on your ‘call to action’ link.
    • Fix: Corrected issue causing emails in Email tab showing incorrectly due to an email with a missing email address.
    • Fix: Corrected issue causing changed data to not be copied correctly from the spouse record.
    • Change: Google Sync process only happens when specific fields which google has available to help speed up the sync.  Previously we would initiate a google sync anytime a record is changed.

Jun 28, 2016

    • Two Great improvements were pushed to production today:
    • Ability to “Skip Questions” when using Alternate Workflows.   When you have an “Alternate Workflow” selected in a realvolve workflow, the system will allow you to start a different workflow.  We’ve added the “Skip Questions” option which will AUTO-START the workflow and skip all questions from the workflow wizard.   This is useful for those workflows which need no adjusting to dates or information when starting the workflow.  An example use case would be to have an Alternate Workflow of “New Buyer” on the “New Buyer Lead” workflow.   When a new buyer lead is entered into your database and the “New Buyer Lead” is started, at some point they may decide to become a client instead of a lead.   This means you should “STOP” the “New Buyer Lead” workflow before it is complete and start the “New Buyer” workflow automatically.  The ‘Skip Questions’ option will start the “New Buyer” workflow without any questions asked.
    • Added “Workflow Contact” features and merge fields to help solve a typical problem.   When starting a workflow on a new contact, there are times when you want to have one or more activities that use a “With” selection of someone other than the contact you are starting the workflow on.   An example would be to introduce your contact to your Lender so you select the “WITH” option of the activity to “A Specific Contact” and select your Lender’s Contact Record.  Previously an email or text being sent from the activity would go to BOTH the Contact and the Lender which was selected in the “With”… We have changed this so that if anyone besides the “Workflow Contact” is selected, it only goes to the selected contact(s) and NOT the “Workflow Contact”.    In addition, we’ve added merge fields like [[WorkflowContact#Greeting]] which references the contact which the workflow was started and the [[Contact#Greeting]] references the contact(s) from the “With” selection.   This allows you to send an email to the Lender “John” which references the new contact “Sam”….  “Dear [[Contact#FirstName]], Just wanted to introduce you to [[WorkflowContact#Greeting]]” would be merged as “Dear John, Just wanted to introduce you to Sam”

Jun 23, 2016

    • Enhancement: Added the “flip side” to the rFactor widget to display the rFactor description and average chart.
    • Fix: Corrected issue which caused spinning timer to display for an extended time while creating an activity from the Dashboard.
    • Fix: Corrected issue caused when user tries to replace a relationship of a contact with a new contact.

Jun 22, 2016

    • Enhancement: Improved performance for Notes on Dashboard
    • Enhancement: Improved performance of TRASH section for Deleted Data.
    • Enhancement: Added TRASH option to restore deleted activities
    • Enhancement: Old Activities get removed from the trash automatically after 3 months
    • Enhancement: Google Deleted activities are now sent to trash instead of hard deleted.
    • Fix: Corrected issue for recurring tasks that caused activities to be created which were previously complete.

Jun 21, 2016

    • Fix: Corrected issue on repeating Activities created in google with an END ON or AFTER # of occurrences option set which prevented the activity from being searchable in Realvolve calendar.
    • Fix: Corrected Email attachment issue when sending which prevented the attachment from being seen in editor screen.

Jun 20, 2016

    • Fix: Email Attachment Issue – Prevent Removed attachments from being sent.
    • Fix: Search issue for never ending calendar occurrences.
    • Fix: UI correction on Calendar which was defaulting to Year 0000.

Jun 18, 2016

    Enhancement: SOLR disk upgrade for expanded usage.

Jun 17, 2016

    • Enhancement: Commission Graph.
    • Fix: UI Issue for All Day Section of Calendar.

Jun 16, 2016

    • Change: Zapier Contact Merge Feature (lookup by email/phone)
    • Fix: Fixed failure on an SMS send Action.

Jun 15, 2016

    • Fix: Corrected scroll issue for checklist view on activities list pane.

Jun 14, 2016

    • Enhancement: Contact Heap Map – Better features for drill down data and information display – added option to email/text and change dates – description of action needed.
    • Change: Skip special tags of ‘Imported from Google’, ‘Deleted from Google’, ‘Imported from Facebook’ when changing a spouse record.
    • Fix: Corrected missing occurrence on first date of recurring task.
    • Fix: Restoration of blank groups in google contacts due to soft deleted tags.
    • Fix: Corrected Time Stamp issue on notes of dependent activities – this will prevent newly created workflow activity notes from showing on a contact/property if they are dependent on another activity being completed.

Jun 09, 2016

    • Enhancement: Added double chevrons to email view of Dashboard to hide the email body until the chevrons are pressed.
    • Enhancement: Additional Solr optimisations to increase performance.
    • Fix: Daylight Savings Time issues fixed to properly show time of activities before/after DST

Jun 06, 2016

    • Fix: Corrected heat map to refresh on-demand
    • Fix: Corrected duplicate activity display issue on calendar when activity deleted from calendar

Jun 03, 2016

    • Fix: Corrected issue causing duplicated activities when syncing with Google on Repeating appointments that were changed using “All / Following” options.
    • Fix: Corrected issue for google tasks which were not syncing for dates dates.
    • Fix: Corrected issue for google all day which were not syncing for (Central time zone)
    • Fix: Corrected issue causing previously completed activities to come back as incomplete – there are known issues which can be caused on repeating activities where exceptions created causing dates to be changed.
    • Fix: Corrected issue where Activity name was showing outside the activity popup in calendar.
    • Fix: Corrected “never ending” flag in RV when google flag is set.
    • Fix: Corrected display of linked contact when using very long names.

Jun 01, 2016

    • Fix: Corrected Daylight Savings Time issues
    • Fix: Corrected new attachment issue on custom emails – attachments are now retained.
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