Merry Christmas / Happy Holidays & Happy New Year
It has been a busy year with XtendIn with 22 Releases being done, as compared to 7 during 2016.
In 2017 a project was started to improve the layout of the Web Application Interface Options. Some of this work appeared over the releases during the year, but the work is still on-going and will be completed in a future release.
During 2018 there will be significant updates planned for XtendIn. These updates will improve a number of items, which will help in different ways. It will also mean XtendIn will grow in several ways.
Have a good Merry Christmas / Happy Holiday. Have a great 2018.
XtendIn v0.4.3 contains the following updates Infusionsoft, Intercom and Xero.
- Quick Search on Contact Custom Field
- Web Form Activity Summary Tracking Column
- Integration - Phone - XtendIn - SIP Protocol
- Contacts - Quotes - Default Payment Option
- Menu Hide Delay Option
- Email Editor - Toolbar Alignment
- Fix: Integration - Dropbox
- Fix: Global - Menus - Click to Show
- Fix: Campaign Categories - Search
- Fix: Integration - Infusionsoft - Intercom Updates
- Global Search Results - Contact Hover Preview
Quick Search on Contact Custom Field
Infusionsoft Quick Search, ie: the top right search box , is designed to search across a particular set of database fields.
There is scenarios when you want to search for a particular Contact Custom Field instead of having to go through into Contacts, find the Custom Field, enter the details, and run the search. Example scenario, searching for a particular Contact Reference Number which could have been imported from another system.
In this release, you can assign a Contact Custom Field to search on. Note, this is only one contact custom field can be searched on.
The new options can be found in "Infusionsoft - Global - Search Box - Search Custom Fields". In there just select the Contact Custom Field to search on. You can specify the number of results to be shown, and how quickly the search is conducted after the last key is pressed. It is recommended that you leave it for 1 second, as Infusionsoft does it normal searching showing up the results first, and then XtendIn will conduct the Custom Field search after wards. XtendIn will prepend the Custom Field Results in a different color on top of the regular Contact Results.
The picture below shows an example of this in action, in which searching for a particular word matches to the one in the Contact Custom Field and the rest of the Contact Results are shown below it.
Web Form Activity Summary Tracking Column
When you visit the Web Form Activity Summary Report, you will now see a new "Tracking" column appearing on the right side. This Tracking column gives you a chance to go to the referring Web Form Tracking Report. By hovering your mouse pointer over the link, you will see a hover preview of the Tracking Report.
Example scenario is to compare what the Activity Summary Report against the Tracking Report. The Activity Summary keeps a track of all the contacts even if they are deleted, but the Tracking Report will show just the active contacts.
Integration - Phone - XtendIn - SIP Protocol
In the Integration - Phone - XtendIn section, you can now select "SIP" from the dropdown. It means that the Click-To-Dial feature will launch softphones if they are registered against the "sip:" protocol. Example is CounterPath - Bria Softphone.
Contacts - Quotes - Default Payment Option
When viewing the Contacts in Interactive View, you now have the ability to change the default appearance of the Quotes Payment Option. This can be useful in situations when you are sending out Quotes, and do not like Infusionsoft default option.
Menu Hide Delay Option
In the "Infusionsoft - Global - Menus - Menu Bar" you will now see a new "Hide Delay in Seconds" menu option. By default this will be set to "0" seconds, meaning that if you move the mouse pointer outside the menu it will immediately hide it, as before. By setting the delay you will have the specified amount of seconds before the menu you have selected is hidden.
Email Editor - Toolbar Alignment
In the Campaign Builder - Email Editor, when editing an email that is aligned on the Left Side, the Toolbar appears in the center of the email. This can be cumbersome having to move the mouse pointer to it when working on large monitors.
In this release, XtendIn will now automatically align the Toolbar to the Left or Center depending on the alignment of the Email.
Integration - Dropbox
If the Contact Dropbox Folder did not exist, XtendIn would fail to upload the file due to a bug. The workaround required to be manually created prior to uploading a file.
In this release, when you upload a file, the folder is now automatically created if it does not exist. Also, the wording has been updated to reflect this as well.
Global - Menus - Click to Show
When the Menu Display - Click to Show option was used, any Menus without a dropdown could not be clicked on.
In this release, XtendIn will now ignore any non-dropdown menus and will allow the click to work as normal.
Campaign Categories - Search
Infusionsoft recently made an underlying change with the Campaign Categories dropdown. This meant that clicking on the Search Column link did not make the page to filter on the Category.
In this release, XtendIn will now use the new Field Identifier and use Infusionsoft URL search parameters to filter on the Campaign Category now.
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.
Global Search Results - Contact Hover Preview
When you conduct a Global Search, and visit the the "View All Results" page. You can now hover over the Contact Link to get a Hover Preview of the Contact Record.