Due to the ongoing 2017 Redesign work, this latest release of XtendIn has had some technical “under the bonnet” changes.  There is a chance that a feature may not work as expected, or some quirky behavior may occur.   If you have any problems, just drop me a message via Contact Us or Facebook.

XtendIn v0.2.6 contains the following updates for XtendIn, Active Campaign, Google Mail and Infusionsoft.

XtendIn

  • 2017 Redesign: jQuery Usage Reduction
  • 2017 Redesign: Javascript “use strict:
  • 2017 Redesign: Select2 Dropdown
  • 2017 Redesign: EMC URL Parameters Rename

ActiveCampaign

  • Interface Changes
  • Removed Features

Google Mail

  • New Contact – Trigger Infusionsoft Campaign

Infusionsoft

  • Contact Notes – Date Columns – Timestamp
  • Data Tables – Apply Actions – Add/Remove Tag Selection
  • Opportunity Record – Contact Tags Tab
  • Opportunity Record – General Tab – Hide Sections
  • Tags – Sort Table
  • Filebox / Dropbox – CSV File Type
  • Button Bar – User Tasks Button
  • Developers – Table References Diagram
  • Removed: Integration – Charts – Referral Partner Payment Search
  • Fix: E-Commerce – Orders – Affiliate Column
  • Fix: Opportunity Record – File Box
  • Fix: Merge Contacts – IDs not swapping
  • Fix: E-Commerce – Merchant Accounts – ID Column
  • Fix: Integration – Gravatars.
  • Fix: Integration – Phone – Contacts Page
  • Fix: Integration – Google Maps – Contact Record

2017 Redesign

jQuery Usage Reduction

jQuery is a popular software library that aims to speed up Javascript development and work across multiple browsers.  Originally XtendIn was envisaged to work across multiple web browsers, but is now solely concentrated for the Google Chrome Web Browser.

The development of XtendIn heavily used jQuery, but for its long term growth it was decided to replace it with its own version.  Also jQuery does not seem to upgrade very well with its own major releases, as it can break existing functionality.  Features can be deprecated and replaced with alternatives.  But jQuery is quite bloated as it handles different browsers, and has numerous features that are not used.  It is also slow in comparison to using native Javascript code directly.

This release of XtendIn has virtually a 95% reduction on the use of jQuery.  There is some components like the Enhanced Dropdowns and Hover Tooltip Preview that require the use of it.

Replacing jQuery meant replicating its functionality, which in turn meant that XtendIn destabilised during development.  But it is now stable again, and so this release will see if all is working as expected.

 

Javascript “use strict”

To strengthen XtendIn code, the Javascript “use strict” keywords has started to be used in several files.  It will also help in reporting silent errors, meaning that potential problems or bugs can be spotted earlier.

The work started in the v0.2.5 release and has been completed in this release.

 

Select2 Dropdown

In prior versions of XtendIn, the Chosen Dropdown component was used for the Web Elements – Enhanced Dropdowns.  Although it was good, it seems to be lacking continual development, and Select2 has better features.

 

EMC URL Parameters Rename

XtendIn was formally called “Extend My CRM”, which meant that some items were abbreviated with “EMC”.  The URL Parameters that have “EMC” are now renamed to “xtendin” (lowercase).

This means that any Phone URL links that are in use will require changes for it to work.  Just place any “EMC” parameters to “xtendin”.

Interface Changes

ActiveCampaign recently had some updates which caused some of XtendIn functionality not to work as expected.  The Contacts and Contact Record pages have been updated, and they look or behave quite differently now.

This release of XtendIn now works with these changes, but there is some features that have been removed.

 

Removed Features

The following features / options have been removed.

  • Contact Record – Options removed as there was only one option.  ActiveCampaign now has searchable Tag entry field.
  • Automation Record – Options removed as there was only one option.  ActiveCampaign now has searchable Tag entry field.
  • Clearable Search Fields – Present in several sections, but have been removed.  The Contacts search is now dynamic meaning it returns the results straight away when typing.  It seems that other parts of ActiveCampaign will have those changes over time as well.

 

NEW Features

New Contact – Trigger Infusionsoft Campaign

When adding a new Contact into Infusionsoft via Google Mail you can now trigger an Infusionsoft Campaign API Goal to perform any additional tasks.

Note, when triggering an API Goal it may take several minutes for Infusionsoft Campaign to process the sequenced items.

The new option can be found in “Integration – CRM Application – Contact Record – New Contact”.

NEW Features

Contact Notes – Date Columns – Timestamp

You can now add in the Timestamp for the Contact Notes Date Columns.

You will see two new options called “Show time in Updated Column” and “Show time in Created Column”.

The options are present in the following Option Sections:

  • Contacts
  • Contact Record
  • Opportunities
  • Opportunity Record
  • Quick Search
  • My Day

 

Data Tables – Apply Actions – Add/Remove Tag Selection

When the enhanced Dropdowns are enabled via “Infusionsoft – Global – Web Elements” you will now be able to search the Tag within the Data Tables – Apply Actions – Add/Remove Tag option.

 

Opportunity Record – Contact Tags Tab

When you go into the Opportunity Record you will now see a new “Contact Tags” tab next to the “Products / Subscriptions Plans” tab.  The Contact Tags tab will show all the Tags related to the Contact, which look and feel similar to the one in the Contact Record.  You can also sort the columns by clicking on the Heading.

The option is on by default but can be found in “Infusionsoft – CRM – Opportunity Record – Contact Tags Tab”.  You can also specify the default sort order of the table as well.

 

Opportunity Record – General Tab – Hide Sections

There is is a new option called “Infusionsoft – CRM – Opportunity Record – General Tab – Hide Sections” that allows you to hide specific sections in the General Tab.

 

Tags – Sort Table

There is a new option called “Infusionsoft – CRM – Settings – Tags – Default Table Column Sort” that can allow you to change the sort order of the Tags table when it appears on the page.

 

 

Filebox / Dropbox – CSV File Type

The CSV File Type can be previewed in the Filebox / Dropbox tables.

 

Button Bar – User Tasks Button

The Button Bar for the Contact Record and Opportunity Records now has a new “User Tasks” action.  When added clicking on the button will open the User Tasks page directly.

 

Developers – Table References Diagram

No changes to the diagram, but a new one is planned for the future.  In this release, the diagram is now included within the Extension instead of being referenced.

 

Removed – Integration – Charts – Referral Partner Payment Search

Due to recent Infusionsoft changes the Chart was removed due to the Affiliate Code column not being present anymore.

 

FIXES

E-Commerce – Orders – Affiliate Column

If the Affiliate ID column had no Affiliates, the code would attempt an API query with no IDs being present.  The problem did not affect showing the Affiliate Names, but an error would be reported.  This release fixes the problem.

 

Opportunity Record – File Box

The previewing feature was not working due to recent Infusionsoft changes.  This release fixes the problem.

 

Merge Contacts – IDs not swapping

Due to a previous XtendIn release the Merge Contacts ID swapping feature was not working as expected.  This release fixes the problem.

 

E-Commerce – Merchant Accounts – ID Column

The Merchant Accounts was not showing the ID Column.  This release fixes the problem.

 

Integration – Gravatars

The Custom Fields were not showing when the Custom Field option was selected.  This release fixes the problem.

 

Integration – Phone – Contacts Page

The Click-To-Dial feature was not working correctly in the Contacts page.  This release fixes the problem.

 

Integration – Google Maps – Contact Record

Due to recent Infusionsoft changes the Google Maps for the Contact Record page was not showing as expected.  This release fixes the problem.