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Customer Journey Plug-in 4.4.1 Release Notes

Overview

This document describes any new features, enhancements to existing features, fixed issues, and known issues for the 4.4.1 release of the Customer Journey Plug-in™ by Addoptify.  For information on supported platforms, please refer to the Supported Platforms page.

Feature Enhancements

The following feature enhancements are included in this release of the Customer Journey Plug-in:

  • Support for Sugar 7.9 : The connector can be used with Sugar versions 7.7.x - 7.9.x.
  • Support for Microsoft SQL Server : The connector is compatible with MySQL and SQL Server databases.
  • Guest relationships for calls and meetings : The assigned user and the related lead or contact are now automatically added as guests to a call or meeting activity.
  • Guest invites : From activity templates, the administrator can configure calls and meetings to send email invitations to guests.
  • Improved reporting : The customer journey's "Progress" and "Time of Day" fields are now reportable.

For more information on installing and activating the plug-in, please refer to the Customer Journey Plug-in Installation Guide. For more information on administering and using the Customer Journey Plug-in, please refer to the Customer Journey Plug-in Administration Guide and the Customer Journey Plug-in User Guide.

Fixed Issues

The following issues have been resolved in this release of the Customer Journey Plug-in:

  • Activity assignment notifications are not sent to users as expected.
  • Adding an activity to a running journey's stage results in an error.
  • Customer Journey modules show no records available in report filters.
  • Navigating away from the journey template designer improperly results in an unsaved changes warning.
  • The Customer Journey chart dashlet does not render for some users.
  • It is not possible to add activities in the Journey module.
  • The Order Number is incorrect when adding an activity to a running journey.
  • The new activity does not relate to the journey's parent Sugar record when adding an activity to a running journey.
  • The Stage Templates and Activity Templates modules incorrectly show the Import option in tab menus.
  • There is an ElasticSearch error during installation.
  • Auto-loaded classes are not loading properly in some environments.
  • Some settings are unexpectedly left behind after uninstalling the connector.