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7.1.1

Cerb (7.1.1) is a maintenance update released on December 23, 2015; it contains 37 improvements from community feedback covering the 7.1 update. You can follow these instructions to upgrade.

  • [CHD-4262] [Profiles/Ticket] Fixed an issue that prevented owners from being removed on the ticket edit popup.

  • [Profiles/Ticket] Fixed an issue on ticket profiles where changing the participants rendered them unclickable as peek popups.

  • [Profiles/Ticket] The participants popup on ticket profiles now uses a single email address chooser instead of multiple controls.

  • [CHD-4261] [Choosers/Workers] Worker choosers now display a ‘me’ shortcut to quickly set the field to the current worker. This existed previously on some forms but was implemented redundantly.

  • [Virtual Attendants/Simulator] Fixed an issue where the Virtual Attendant simulator wasn’t showing the ‘Target:’ text for message-based events.

  • [Virtual Attendants/Simulator/Recipients] Fixed an issue in the Virtual Attendant simulator with message-based events using the ‘Remove recipients’ action. The simulator output for this action wasn’t showing up.

  • [Virtual Attendants/Tickets] Fixed an issue in ticket-based and message-based Virtual Attendant behaviors where the ‘Spam training’ and ‘Status’ conditions only showed a text box rather than a picklist of possible values (e.g. open, waiting, closed, deleted).

  • [Avatars/Chooser/Gravatar] When setting a profile picture on a record, only valid suggested images will be shown. For instance, if there isn’t a result in Gravatar for a given email address then no icon will be shown at all, rather than the default Gravatar logo.

  • [Avatars/Contacts/Gravatar] When setting a profile picture on a contact, Gravatar pictures will be checked for all of the contacts’ email addresses (previously, only the primary was checked). Additionally, the recommendations now work when adding a new contact as well.

  • [Avatars/Org/Gravatar] When setting a profile picture on organization records, Gravatar will be checked for images for the top 10 email addresses of that organization that don’t have a contact assigned (e.g. support@, sales@, etc).

  • [Avatars/Workers/Gravatar] When adding a new worker record and setting the profile picture, the Gravatar suggestion will now work properly for the given email address.

  • [Profiles/Tickets] Fixed an issue where non-admin workers couldn’t edit tickets from profiles.

  • [Worklists/Tickets/Bulk] Fixed an issue with the new choosers when bulk updating ticket worklists. If org/owner values were not provided then they were cleared on the selected records.

  • [Worklists/Tickets/Piles] Fixed an issue with the pile sorter on ticket worklists. It wasn’t refreshing the worklist after running.

  • [Worklists/Addresses/Bulk] Added a new organization chooser to bulk update on email address worklists. This includes the ‘create’ shortcut and improved autocompletion.

  • [Worklists/Tickets/Bulk] Added new worker choosers to bulk update on ticket worklists when adding/removing watchers. This includes the ‘me’ shortcut and improved autocompletion.

  • [Workers/Settings/Avatars] Workers can now edit their own account fields from the Settings page (name, title, gender, location, phone, mobile, DOB, @mention, and photo). Previously, an administrator was required to change any of these details.

  • [UI/Aesthetics] Date input fields now display a calendar icon to the right, which better indicates what that button does. Previously, it was a vague ellipsis (…).

  • [Platform/Choosers] Fixed an issue where the new choosers didn’t allow multiple record selection where enabled. This required the chooser to be re-opened to add each new record. This mainly just affected ticket ‘bulk update’ when adding/removing watchers.

  • [Virtual Attendants/Simulator/Calendar] In Virtual Attendants, added the ‘Also create records in simulator mode’ option to the ‘Create calendar event’ action.

  • [Virtual Attendants/Calendars] In Virtual Attendants, added the ‘Add object to list variable’ option to the ‘Create calendar event’ action. This allows other behaviors to run against the newly created record.

  • [Workers/Preferences] Fixed an issue that prevented workers from verifying new alternative email addresses on their accounts.

  • [Choosers/Autocompletes] Fixed an issue where some email address autocomplete fields inserted a numeric ID rather than the actual email address.

  • [Choosers/Autocomplete/Email] Email addresses that are marked as defunct or banned will no longer be suggested in autocomplete fields.

  • [CHD-4269] [Import] When previewing an import from CSV, email address and organization records are no longer automatically created when they don’t already exist. They are now only created on an actual import.

  • [Contacts/Worklists/Import] When importing contact records from CSV, custom fields and fieldsets are now available to be imported into.

  • [Cards/Messages] Implemented card popups for message records. These now display the details (and preview) of a single message, and they contain a link to their ticket for viewing everything else.

  • [Cards/Tickets/Messages] When previewing message content from ticket and message cards, any custom fields on those messages are now displayed in the preview.

  • [Virtual Attendants/Performance] Fixed an inefficiency in the way Virtual Attendants check conditions in outcomes. This was causing some behaviors with hundreds of conditions to take an unacceptable 20+ seconds to run, even though the underlying checks themselves took milliseconds. The problem was caused by a complex object that was built from scratch every time a condition was checked; and that object is now properly cached and reused. In one particular environment, this resulted in a 10,000% performance improvement (from 20000ms to 200ms per run of the behavior).

  • [Virtual Attendants/Simulator] When running the Virtual Attendant simulator, a “spinner” is now shown while waiting for the results and the ‘Simulate’ button temporarily disappears. Previously, nothing happened until the output was ready, which could look like nothing was happening at all.

  • [Virtual Attendants/Simulator/Tasks] In Virtual Attendants, added the ‘Also create records in simulator mode’ option to the ‘Create task’ action.

  • [Virtual Attendants/Tasks] In Virtual Attendants, added the ‘Add object to list variable’ option to the ‘Create task’ action. This allows other behaviors to run against the newly created record.

  • [Virtual Attendants/Tasks] In Virtual Attendants, added the ‘Link to:’ option to the ‘Create task’ action. This allows the newly created record to be linked to other records using placeholders and behavior variables.

  • [Virtual Attendants/Simulator/Tickets] In Virtual Attendants, added the ‘Also create records in simulator mode’ option to the ‘Create ticket’ action.

  • [Virtual Attendants/Tickets] In Virtual Attendants, added the ‘Add object to list variable’ option to the ‘Create ticket’ action. This allows other behaviors to run against the newly created record.

  • [CRM/Opportunities] Added the new email address chooser to the opportunities edit popup. Cleaned up the two-part “Amount” field into a single input box. Added card popups for email and org to the opp profile page.

  • [Virtual Attendants/Opportunities] Added a ‘Create opportunity’ action to Virtual Attendant behaviors. This allows opportunity records to be created automatically, along with custom fields and record links, and the new record can be appended to a variable to run additional behaviors on it.