- google mail
XtendIn v0.4.1 contains the following updates for XtendIn, Google Mail, Infusionsoft and Intercom.
- Backup / Restore - Exclude XtendIn License Options
- Fix: Integration - Infusionsoft - Email Sent Date
- Campaign Builder - Configure Tag - Results Dropdown Width
- Tags - Search Filters
- Tags - Description Column
- Tags - Name / Description / Category Editing
- Order Forms - Additional Table Columns
- Order Forms - Download CSV
- User Permissions - Search
- Fix: Integration - Infusionsoft - Intercom Updates
Backup / Restore - Exclude XtendIn License Options
In XtendIn Backup / Restore section, you will see a new option called "Exclude XtendIn License Options".
When you check that option in the Backup or Restore section it will exclude the License Information from the Backup File.
This is helpful in situations where you need to share the options with other people, but do not want to export or override the existing licensing information.
Integration - Infusionsoft - Email Sent Date
If the Email was attached in Infusionsoft Contact Record the Sent Date was incorrectly set due to the wrong date format being set.
This release fixes that issue.
Campaign Builder - Configure Tag - Results Dropdown Width
You can now adjust the width of the Tag Results Dropdown when searching for Tags in the Configure Tag element.
The option can be found in "Infusionsoft - Marketing - Campaign Builder - Edit Tab - Configure Tab" called "Results Dropdown Width".
Tags - Search Filters
By enabling the new "Infusionsoft - CRM - Settings - Tags - Show Search Filters" option, you will have the ability in the Tags page to search by Name or ID Field. Searching by ID will require an API Connection.
Also, you will be given the choice to filter the Tag Name by its Name as well, using the familiar filter dropdown seen in other places in Infusionsoft.
Tip: You can also search for Tags via the Web Address. Add the following Parameters to the end of the Web Address for the Tags page, and it will run the search for you.
&RunState=true&Name_DATA=<TAG NAME> - Runs a Tag Name search, where <TAG NAME> is the name of the Tag.
&RunState=true&Id_DATA=<ID NUMBER> - Runs a Tag ID search, where <ID NUMBER> is the ID of the Tag.
Tags - Description Column
By enabling the new "Infusionsoft - CRM - Settings - Tags - Show Tag Description Column" option, you will get the Tag Description appearing in the table. This option requires an API Connection.
Tags - Name / Description / Category Editing
You now will have the ability to change the Name, Description, or Category within the Tags table.
By enabling the new "Infusionsoft - CRM - Settings - Tags" - "Allow Name to be edited" / "Allow Description to be edited" / "Allow Category to be edited" options, you can edit the items by hovering over the field and clicking on the Pencil Icon.
These options require an API Connection.
Order Forms - Additional Table Columns
You can now add in additional table columns into the Order Forms table. The feature works by reading the information from each of the Order Forms listed in the table.
Note, due to the design of this feature and depending how many Order Forms are shown in the table, it will take several seconds or several minutes to populate the additional columns.
To add in the additional columns go to "Infusionsoft - E-Commerce - Order Forms - Table Columns". In there select the Table Columns you would like to see.
Order Forms - Download CSV
In relation to the new Additional Table Columns feature, there is also a new "Download CSV" option that can be added into the Actions menu. This will allow you to download the contents of the visible table into a CSV file.
Note, Infusionsoft will not have the ability to export the additional table columns. The Download CSV option is a workaround for this.
To enable this option go to "Infusionsoft - E-Commerce - Order Forms - Show Download CSV link in Actions menu".
User Permissions - Search
When you go into the User Permissions you will now see a Search box. By typing in a word, the Tabs and Permissions will start hiding and will only show the Permissions that has the word inside of it. The feature is on by default.
The option can be found in "Infusionsoft - Admin - User Permissions - Show the Search Field".
Integration - Infusionsoft - Intercom Updates
Intercom has recently rolled out further updates which caused the Infusionsoft Integration to break again.
This release now makes the Infusionsoft section look similar to the other sections.
Due to Intercom rolling out updates every so often, there is not guarantee how long before the next time the integration breaks again.