Release Notes for Infor CRM (Saleslogix)

intelli-CTi Integration with Infor CRM (Saleslogix)

This section outlines the product release notes and version history for intelli-CTi for Infor CRM (Saleslogix).

Related Product Releases

For release notes of related products, please see the following links:


Current Release of intelli-CTi for Infor CRM (Saleslogix)

Version Details

3.5.0

Release Date: May 2016

New Features

  • Infor CRM v8.3 support
  • Support for dialling from “Lead” Phone Call Activites
  • Memory and performance improvements made to IE and Chrome integrations
  • Uses QGate intelli-CTi v2.10
  • Uses QGate Breeze v1.6

Fixes

  • Issue where AccountID was not being set on Activity records for Ticket/Opportunity calls
  • Updated “TNS Migration Agent” to include compatibility with latest Infor CRM releases
  • (CRM Web) TNS Issue where replacing a telephone number completely would remember previous Country Code

Revision History of intelli-CTi for Infor CRM (Saleslogix)

Version Details

3.4.0

Release Date: July 2015

New Features

  • Chrome client integration support
  • Infor CRM v8.2 support
  • Updated product branding
  • intelli-TNS now allows Area Codes to be blank if length = 0 in Country settings
  • Now auto-prompts user re-process intelli-TNS data, if required, in config (LAN)
  • Now checks for presence of TNS customisations on load
    (and displays Breeze error if not found)
  • Updated existing TNS Country entries to be paired with the additional CRM Country picklist items
  • Now stores CRM History .Result based on outcome of the call
  • Now uses QGate intelli-CTi v2.10
  • Now uses QGate Breeze v1.6

Fixes

  • intelli-TNS processing now uses the correct config “Record Country Code in Account/Contact” checkbox (previously was dependent on the “Display Country Code” checkbox)
  • Resolved potential issue in CM_PerformAssociation()
  • Fixed issue parsing telephone numbers separated with only spaces
  • If Address.Country is not in TNS, but Country Code is in tel number – use that instead
  • Default country is now no longer being returned when no match to specified Address.Country
  • Corrected rogue apostrophe (‘) on Associate Telephone Call screen
  • Improved error reporting for scenario when “Error 424: Object required” occurs in CTISystemInitialise
  • Fixed issue that (occasionally) causes an error on starting CRM (due to conflict with Sync Client)
  • Added missing lookup info for Account Contacts match (Web client)

3.3.1

Release Date: November 2014

New Features

  • Added Windows Authentication option (for supporting Infor CRM (Saleslogix) Web servers)
  • Increased the maximum CRM Dialler history limit to 30 (Infor CRM (Saleslogix) Web)
  • Now uses QGate intelli-CTi v2.9.1
  • Now uses QGate Breeze v1.5.2

Fixes

  • Fixed missing Account reference for Outbound phone call records
  • Fixed missing link between Call History and Activity records
  • Fixed blanking call notes for existing activities
  • Fixed issue of losing call notes when not using Call Wrap-up
  • Fixed Call Wrap-up window appearing behind other windows

Known Issues

  • Minor display issue on Windows 8 (SLX Web)
  • Some people still receive an intermittent
    “Error Number 424 – Object required” during “CTISystemInitialise [PostCTIStart]”.

3.3.0

Release Date: April 2014

New Features

  • Support for Infor CRM (Saleslogix) v8.1
  • Auto-prompt for personalisation
    (e.g. missing info/settings, when starting the application)
  • Support for dialling from Phone Call Activities, Tickets and Opportunities (SLX Web)
  • Improved Call Activity/History management
    (e.g. dial from existing Activity now allows you to complete same record)
  • Improved Call Wrap-up screen/options
  • Auto-prompt for personalisation
    (e.g. missing info/settings, when starting the application)
  • Update the product branding (to reflect Swiftpage acquisition)
  • Restructuring of product configuration to assist with large roll-outs
    (e.g. using Configuration Manager)
  • Windows 8 compatible (Desktop mode only)
  • Improved CRM Entity Dialer user interface (SLX Web)
  • Improved Call Recognition user interface (SLX Web)
  • Now uses QGate intelli-CTi v2.9.1
  • Now uses QGate Breeze v1.5.1

Fixes

  • Improve UI performance for SData operations (SLX Web)
  • Fixed issue when running on Oracle DB (type mismatch)
  • Fixed licencing for non-English deployments
  • Fixed some SData recording issues (Username format, Opp name in History)
  • Updated UI to be “Medium/Large font” friendly

Complete Revision History

For the complete revision history release notes for this product, please see the following Release Notes document:


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