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Tractivity v23.3.1 - New Release Notes

It's great to see what new features are included in each release. Features included within the 23.3.1 release:

The following is a list of improvements, bug fixes and miscellaneous updates that will be part of the upcoming release, to be deployed on Tuesday, 26th September, at 11 pm 2023.

Improvements

  • Distribution List Activities
    Inside the distribution lists module, when adding an activity, add a yellow note advising that the activity will not be logged against each stakeholder and simply for their records.
  • Email fields accept “&” character
    Email fields throughout the system now support the & character as part of the email address.
  • Smart Inbox
    Received Date, Subject and From columns are now sortable.
  • System Data Fields
    Enquiry > Account Handler can now be turned on or off
  • Surveys > View Survey
    The "View Copy" link for the Survey URL has been separated into two lines to prevent user confusion that this could be seen as one single URL, and not two separate URLs
  • Add / Edit / View Activity
    “Related Contacts” renamed to “Associated Contacts” (This has also been updated in all relevant reports.)
  • X (Twitter)
    Change the Twitter Logo (Bird) to the new X Logo in Smart Mailer email template footers.
  • Email Duplication Check
    Clients can optionally turn off the email duplication check on a system-wide basis by contacting their client manager. This would allow clients to send multiple emails to the same email address for mailshots/emails.
  • Data Import Duplication Logic
    Improvements to the data duplication logic will help to ensure client data is imported as accurately as possible.
  • All Enquires By Status Report
    Added Enquiry Status Changed Date and Enquiry Created Date. Clients can now see when the Enquiry Status was last changed in this report.
Bug Fixes
  • BUG FIXJFIF Images
    Image attachments with JFIF format not imported
  • BUG FIXAssociated Organisations field
    The Associated Organisation(s) field in Contact Activities screen was mandatory.
  • BUG FIX – Smart Inbox
    When a user accesses the home page, Smart Inbox connects to the Pop3 box and downloads new emails. If two users hit the home page within the time it takes to download emails one of them will experience an error.
  • BUG FIX - Clone Activity
    When a user attempts to clone an activity, the project dropdown in the clone popup is empty.
  • BUG FIXIssues Module / View Contact
    When the issues module is off, the enquiries tab was still displaying the Issues column – this should be hidden
  • BUG FIXUser address bug
    Certain postcodes/flats causing a Latitude & Longitude error
  • BUG FIXSystem data import – Error message when importing System Data to a new project
  • BUG FIXGlobal System Data
    The County field was not editable by admin users.
  • BUG FIX - Admin: Share Stakeholders
    During the search and filtering of Contacts, the filter disappears and the user is forced to refresh the page to retrieve the list of contacts
  • BUG FIXHome Screen Dashboard - Activity Figures
    The total number of activities was not equal to the output of the “All Activities” report
  • BUG FIXEmail fields
    Email fields throughout the system were not trimming whitespace, which could cause errors when users copy and paste emails with spaces.
  • BUG FIXEmail fields
    Email fields throughout the system were not trimming whitespace, which could cause errors when users copied and pasted emails with spaces in them.
  • BUG FIX – Activity Reminder
    If setting up a reminder on activities, the End By date was allowing non-valid dates.
  • BUG FIX – Data Import (Organisations)
    Fix for the duplication check of Organisation Names

Other Updates

  • Authentication
    If a login fails due to IP address restriction, then log this in the SQL FailedLoginRequests table
  • Login
    Record the logged-in user’s IP address in tblSession SessionData xml.