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Release 51 ( CORE )

Owned by Tony Hayes
Last updated: Mar 23, 2017
11 min read

Product Version: CORE – Release 51 Notes - The following Tasks have been completed/fixed in this release.


Task 37850 (NEXT)                                                                                                                                  

Filter Page: Custom Parent Form Element Typeahead issue  

Resolution:                                                                                                    

Resolved an issue in NEXT where custom typeaheads that use the Parent Form Element were not rendering properly. These fields would display on filter pages with the error "ProjectType Not Specified."  Parent form fields now render properly on filter pages in NEXT.


Task 37889 (NEXT)                                                                                                                                      

Org Security Issue    

Resolution:                                                                                                    

Fixed an issue with Departmental security where Organization and contact security would be inherited correctly from the department, but Other Info (Org and Contact) security would not, allowing edit rights when security should only allow view.


Task 37914 (NEXT)                                                                                                                                      

Change Log4net to use our standard exception logging proc    

Resolution:                                                                                                    

 Log4net has been changed to use the ClientSpace standard exception logging stored procedure.


Task 37748 (NEXT)  ENHANCEMENT                                                                                                                                                          

Remove ability to delete documents    

Resolution:                                                                                                    

The file attachment datatype  (File Upload Manager - database) in NEXT has been enhanced to respect both dataform and File management security rights.  These security rights work in the following way:

Dataform_Field security: View/Add/Edit/Delete controls whether a user can

  • View - view the file from the field
  • Add - add a new file when the field is empty
  • Edit - update or change an existing file (folder icon)
  • Delete - Delete a file from the Dataform (trashcan icon).

With field edit rights comes an additional layer of security in the file manager dialog using the File_Man security entities:

  • File_Man_Delete - Edit rights provide the ability to delete files in the file manager dialog (under "Manage Versions")
  • File_Man_Pin - Edit rights provide the ability to pin a different file (under "Manage Versions") and make it the current file.
  • File_Man_Ver_Override - Edit rights provide the ability to override the system default setting of Pin New vs Replace File.


Task 37746, 37895  ENHANCEMENT                                                                                              Click Here for the Video           

Out of Office Phase 1 - Next and Classic Components    

Resolution:                                                                                                    

Out of Office (OoO) notifications have been implemented in ClientSpace.

Out of office settings are available from the user profile in ClientSpace NEXT, allowing you to enable out of office, set a start and end date for the notifications as well as select a backup user to receive your out of office notification emails.

NEXT will present a visual indicator showing you are out of office, by changing the color of the User Profile button to RED and altering the user icon.
When a user profile is set to out of office, any email correspondence from the system, with the exception of calendar events and user security emails (such as forgotten password emails) will be copied to the backup person configured in the out of office recipients profile.

The subject line for such backup emails will be prefaced with [Out of Office] to indicate the user is receiving these as a backup.
Opening an email from the messages dashboard will only show the original recipients and not the OoO backup recipients.


Task 37750                                                                                                                                      

Appointment Time Zone Issues    

Resolution:                                                                                                    

Calendar Invites now utilize the timezone associated with the event organizer.  Invites to attendees not in the same time zone are adjusted accordingly to properly display the time zone of the attendee, but with the appropriate time shift.

Example:

User A is a Sales coordinator in New York who sets up a demo for a Sales representative (User B) in California,  inviting themselves, User B (set as organizer) and User C - a potential client in Louisiana (central time zone).  The appointment is set for 1:00 PM Pacific time.  The attendees will each get the following invites:

  • User B (organizer) 1:00 pm to match his time zone
  • User C (Central) 3:00 pm 
  • User A (Eastern) 4:00 pm


Task 37753    ENHANCEMENT                                                                                                                                     

Immediate User Access Change    

Resolution:                                                                                                    

Security in the application has been enhanced to immediately kill a users active session if their account has been inactivated.


Task 37844                                                                                                                                      

List of reports/merges in the Link Config is not alphabetized    

Resolution:                                                                                                    

The report/merge list in Custom Link Configuration has been alphabetically sorted to make it easier to use.  The list now sorts Reports - Alpha then Merges - Alpha.


Task 37819    ENHANCEMENT                                                                                                                                     

ZoomInfo Exception Handling    

Resolution:                                                                                                    

The exception handling in the ZoomInfo scheduled process has been modified to allow all Organizations to be processed when one or more records cause severe exceptions.


Task 37849   ENHANCEMENT                                                                                                                                     

Import Logging    

Resolution:                                                                                                    

An import exception logging table has been created. For this phase (R51), - rudimentary import row failure information will be added to this table when the import is performed. Over time (future sprints), the amount of information logged will be extended to allow for data analysis and trending.  A "Log Data" button has been added to the Import Admin area which will display any errors logged during the import process in a dialog window without having to open the log file.


Task 37889                                                                                                                                      

Email Template Creation Bug    

Resolution:                                                                                                    

Resolved an issue where adding attachments to a triggered email would cause an exception to be generated.  Adding attachments to triggered email templates now works without issue.


Task 37922                                                                                                                                      

Error Messages for Business Rules    

Resolution:                                                                                                    

Enhanced business rule logic so that when a triggered biz logic rule fails and causes an exception, the process stops and following rules are not processed.


Task 37978                                                                                                                                      

Contract Signed Email - not including Pricing Model    

Resolution:                                                                                                    

Fixed a core issue where under specific circumstances, the file attachment xml could get improperly written causing business logic embedded email attachments to fail to be properly created.


Task 37945                                                                                                                                      

Access to Organization and Contact dataforms    

Resolution:                                                                                                    

A new CRM_MarketoID security entity has been added to control access to the MarketoID field on the Contact record.


Task 35943   ENHANCEMENT                                                                                                                                     

Import Queue Enhancements    

Resolution:                                                                                                    

The import queue has been enhanced to speed up searching.

A default filter of Queue Status = "Failed" has been applied to filter the records on opening of the queue to only the "Failed" records.  This was done because the most common reason for using the import queue was to diagnose import issues.

An additional filter field of "Import File" has been added to the import queue search parameters to ease searching for clients with large numbers of imported files.  


Task 37952                                                                                                                                     

IsActive always set to "True" on add    

Resolution:                                                                                                    

Resolved an issue with the insert/update proc generator which cause all dataforms to be created as Active, even if the "IsActive" box was unchecked prior to dataform save.  System now respects whatever field configuration is present at time of save for the IsActive checkbox.


Task 37944                                                                                                                                      

Integer conversion exception    

Resolution:                                                                                                    

Dataform field validation for number datatypes of Integer, decimal, money and percent has been added to NEXT.  These fields now respect the Min and Max value settings on dataform field configuration as well as the Mask value ( decimal, money and percent ).


Task 37970   ENHANCEMENT                                                                                                                                        

Duplicate BI Names    

Resolution:                                                                                                    

Dataform administration has been enhanced to verify that the BI Name value is unique (unless it is empty in which case the test is ignored).


Task 37944                                                                                                                                    

Integer conversion exception    

Resolution:                                                                                                    

Resolved an issue with numeric datatypes in NEXT where the Integer datatype was not always respecting the Min and Max values configured on the dataform field.  Also restricted the available range of numbers to those supported by the integer type -2147483648 to 2147483647.   This same logic was applied to decimal, percent and money fields, applying  default range of -79228162514264337593543950335 to 79228162514264337593543950335.  During the testing process a rounding issue was discovered with money, decimal and percent fields which was also fixed.  All decimal types now respect the configured decimal mask explicitly with no rounding applied.


Task 37868    ENHANCEMENT                                                                                              Coming Soon...                                                                                                                                            

Calendar Time Zone Dropdown    

Resolution:                                                                                                    

A field has been added to the Calendar module and Calendar detail for Time Zone. The Time Zone field was designed to make it easier to schedule ClientSpace calendar events across time zones, calculating the time zone shift for you.

  • On the Calendar module -Time Zone field will default to the time zone set in the user profile.  This may be changed to more readily display events in different time zones, allowing you to easily review other users calendar events in the appropriate time zone.
  • On the Calendar detail - defaults on add to whatever time zone was selected on the calendar module. Will be updated if the Organizer is changed to match the time zone of the Event Organizer. Can be manually re-set to a different time zone.
  • In Attendee Availability - Text indicator of what time zone is being displayed based on what is selected in the Calendar Detail ie: "Appointments are displayed in (GMT-05:00) Eastern Time (US & Canada" . Changing the time zone of the calendar detail event and drilling into Attendee availability will adjust the message appropriately.


Task 38066                                                                                                                                    

Field Display with Multiple Values    

Resolution:                                                                                                    

Resolved an issue in NEXT where field display rules with multiple trigger values (comma separated) would only respect the initial trigger condition in the comma separated list.  Comma separated trigger conditions now appropriately act as OR conditions for field display.

NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm