INFORM: Having multiple tabs open can cause information to be saved to the incorrect record

E-Commerce
Last Updated: 07/01/2014

Summary:
Multi-tab usage on a browser may causes data to mix when saving. Most notably when viewing and editing multiple orders on multiple browser tabs.

Date Reported:
06/30/2014

Workaround:
When editing and saving new content, make sure to only have a single tab open in the browser accessing your Infusionsoft account.

Stage: Researching

Issue Number: 2869

Feature: Orders

Function: View/Edit Orders

INFORM: PayPal Payflow Pro Merchant Option Has Moved

E-Commerce
Last Updated: 06/20/2014

Summary:
Please be aware we recently made changes to where the PayPal Payflow Pro merchant account option is located. It now can be found by going to (E-Commerce Setup > Payment Types). It no longer is found under (E-Commerce > Settings > Merchant Accounts). Thank you!

Date Reported:
05/05/2014

Workaround:
Please go to (E-Commerce Setup > Payment Types) to find where PayPal Payflow Pro merchant account is now located in the app.

Stage: Researching

Issue Number: 3882

Feature: Settings

Function: Merchant Accounts

Campaign Builder - (insert item here) is Null

Campaign Builder
Last Updated: 07/02/2014

Summary:
When opening a campaign or attempting to publish, users will get an error that states some item is null and Campaign Historical Data not available.

Date Reported:
07/02/2014

Workaround:
None currently.

Stage: Researching

Issue Number: 3919

Feature: Campaign Decision

Marketing Templates are occasionally displaying, "This cannot be used until it has been marked as read" when already set to ready

Marketing
Last Updated: 06/20/2014

Summary:
Occasionally email templates are displaying the "This cannot be used until it has been marked as read" reminder message even though the template is already marked as "Ready." *Note: (Awaiting ETA)

Date Reported:
05/27/2014

Workaround:
There is no other work around solution other than to ignore the message.

Stage: In Development

Issue Number: 3799

Feature: Templates

Function: Email Drag & Drop Builder

Task and Appointment notifications occasionally not sending after creation

CRM
Last Updated: 06/20/2014

Summary:
We recently made some changes in our "Spring Update" with how Tasks and Appointment notifications send out. They now are supposed to batch and send every 15 minutes. We are seeing occasionally it will not batch and send those notifications every 15 minutes to users. *Note: (Currently awaiting ETA).

Date Reported:
06/11/2014

Workaround:
We are suggesting (using Campaign Builder) to have the user create an additional reminder email that goes out.

Stage: Researching

Issue Number: 3841

Feature: Contacts

Function: Tasks / Notes

Note Templates are displaying out of order where previously they weren't

CRM
Last Updated: 06/20/2014

Summary:
The note templates are displaying out of order in a particular area in the application. If you click on "Add Note" option inside of a contact record, then select the template, notice they are out of order. *Note: (As of 6/20/2014) - We are awaiting an ETA.

Date Reported:
05/15/2014

Workaround:
Don't click on the "Add Note" button. Instead hover over contacts and add a note from there.

Stage: In Development

Issue Number: 3789

Feature: Contacts

Function: Tasks / Notes

Single one-off emails that are sent as Plain Text type delivers Single Email template from Branding Center instead

Admin
Last Updated: 06/20/2014

Summary:
When a one off email is sent from the contact record as a Plain Text type email, the message received is the HTML version of the Single Email email template from the Branding Center. *Note: (As of 6/20/2014) - We are awaiting an ETA.

Date Reported:
05/29/2014

Workaround:
To prevent this do not send a one of Plain Text email type.

Stage: In Development

Issue Number: 3805

Feature: Branding Center

Function: Default Templates

Check boxes are only aligning to the field and no longer align with the field name

Campaign Builder
Last Updated: 06/20/2014

Summary:
Check boxes are only aligning with the field and no longer the field name (the label). *Note: (As of 6/20/2014) - We are currently awaiting an ETA.

Date Reported:
06/05/2014

Workaround:
We suggest to try to use a different field other than check box for the time being. Unfortunately, there is no other work around at this time- we do apologize.

Stage: In Development

Issue Number: 3823

Feature: Forms / Landing Page

Clawbacks in the Referral Ledger are showing the Referral Partner's name under the "Contact" column

CRM
Last Updated: 06/20/2014

Summary:
When you open the Ledger of a Referral Partner and look under the "Clawbacks" section it will show columns for the "Contact" and "Sold By." The "Sold By" option should display the Referral Partner's name and the "Contact" column should display the customer's name. It shows the abbreviated name of the Referral Partner instead under the "Contact" column instead.

Date Reported:
06/05/2014

Workaround:
No work around for the display issue, but this does not affect functionality of Clawbacks or the Ledger.

Stage: In Development

Issue Number: 3824

Feature: Referral Partner Reports

Function: View / Manage Ledger

Email Broadcast Report: Previously sent broadcasts show "Scheduling" in total column

Marketing
Last Updated: 06/20/2014

Summary:
When using the "Email Broadcast Report" previously sent broadcasts are showing as "Scheduling" status. *Note: (As of 6/20/2014) - We are awaiting an ETA on this.

Date Reported:
06/12/2014

Workaround:
This is a display issue only and does not affect functionality at all with the "Email Broadcasts" report.

Stage: Researching

Issue Number: 3844

Feature: Broadcasts

Function: Broadcast Statistics

Unable to delete notes within a contact record

CRM
Last Updated: 07/07/2014

Summary:
Users are unable to delete notes from within a contact record. *Note: (As of 6/20/2014) - We are currently awaiting an ETA on this.

Date Reported:
06/06/2014

Workaround:
It appears you are still able to delete notes from the "Task/Note Report" (found under Admin > Reports > Task/Note Report), just not from a contact record.

Stage: In Development

Issue Number: 3828

Feature: Contacts

Function: Tasks / Notes

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