Release Details - August 2023
| Data Center | Instant Update/Cloud | Solution |
| United States | August 21, 2023 | Update Required |
| Canada | August 21, 2023 | Update Required |
| Australia | August 21, 2023 | Update Required |
| Europe | August 21, 2023 | Update Required |
The last column in the tables below indicates if the item is already available (Instant Update) or if you must update your solution file to get the update (Solution Update Required).
Features - What's New?
| Feature | Description | Update Type | |
| CRM- Opportunities | Improved Opportunity reporting to show better visualization of estimated pipeline revenue vs actual revenue. | Solution Update Required | |
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CRM- Opportunities | Opportunity source details are no longer required on the summary tab of the opportunity. | Solution Update Required |
| CRM- Opportunities | Creating an opportunity from the contact record now populates the Account field with the account associated to the contact record. | Solution Update Required | |
| CRM-Contacts |
Account address and phone number information now populates into the contact record. A field for Phone Number Extension has been added to the contact record. |
Solution Update Required | |
| CRM-App Settings | A predefined list of Industries has been added to the Industry setup, to assist with and improve upon system setup time. | Solution Update Required | |
| CRM-App Settings |
A predefined list of win/loss decision factors have been added to the Decision Factors setup, to assist with and improve upon system setup time. |
Solution Update Required | |
| CRM-App Settings |
Package Description was removed from the product setup. Product fields have been renamed for clarity: ID has been renamed Product ID, Classification has been renamed Product Classification, Family has been renamed Product Family. |
Solution Update Required | |
| CRM-General |
Tooltips have been enhanced to provide more clear descriptions of fields. |
Solution Update Required | |
Defect Fixes
| Defect # | Description | Update Type | |
| CA-1643 | Campaign Automation |
Bounces do not show in Campaign Automation statistics when using A/B testing. |
Instant Update |
| CA- 1731 | Campaign Automation |
Creating a Segmentation with more that one related entity is not working. |
Solution Update Required |
| EM-2712 | Email Messaging |
BCC/CC recipients for larger sends were not excluded from "Emails Sent" statistics. |
Instant Update |
| EM-2763 | Email Messaging |
Lead personalization type has been removed from the personalization dialog box. |
Instant Update |
| CRM-495 | CRM |
Corrected error when adding contacts to a sequence that resulted in a message that "The selected contacts will not be added to the sequence because an email associated, is inactive or opted-out. |
Solution Update Required |
| CRM-519 | CRM |
Opportunities closed as won by using the "Closed as Won" button on the opportunity record will update the "Forecast Category" as Won. |
Solution Update Required |
| LM-2602 | Lead Management |
New Email Address Submitted to Form Accessed Via Email Does Not Create New Lead/Contact. |
Instant Update |
| LM-3066 | Lead Management |
New Form Editor - Embed Form to Landing page - Component Size does not fit Form size |
Instant Update |
| PI-3380 | Events |
Zoom Connector | Unable to Add OAuth App |
Instant Update |
ClickDimensions Core Changes
No changes.
ClickDimensions User Changes
No changes.
ClickDimensions Service Changes
No changes.
ClickDimensions Lock Blocks Changes
No changes.
IP Address Additions
Here is the current list of IP Addresses you may need to unblock to allow ClickDimensions to work.
No new IP addresses were added with this release. However, there have been several new ones in the recent past and we suggest taking a look at the article linked above to make sure you have allowed those new IP addresses.
Plugin Changes
No updates.