Version 1.0

Lead Liaison 1.0 is the initial release for Lead Liaison following beta testing and testing of our release candidate.

Please see a list of updates and fixes below.

Bug

  • [LL-1] - Interface for buying contacts
  • [LL-2] - Instant contact import into Salesforce.com from Contact Broker
  • [LL-3] - Success prompt on save
  • [LL-4] - Ability to edit views on filters
  • [LL-5] - Automatically adjust the Users Time Zone
  • [LL-6] - Link from Prospector to Contact Broker
  • [LL-7] - Social Networking graph not appearing in demo
  • [LL-8] - New user data getting wiped out
  • [LL-9] - Blacklist not working on "AT&T WorldNet Services".
  • [LL-10] - Profile updates to not include chat rights
  • [LL-11] - Real-time snapshots
  • [LL-12] - Adding a view style under search terms
  • [LL-13] - display.php formatting and appearance
  • [LL-14] - Formatting of info when managing users
  • [LL-15] - Saving CRM credentials
  • [LL-16] - Upgrade to Hoover's API
  • [LL-17] - Make Salesforce.com Enterprise Edition Work Perfectly
  • [LL-18] - New Action type - Add to Contact List
  • [LL-19] - Issue with lead count when clicking black icon
  • [LL-20] - Purchasing credit count is not right
  • [LL-22] - Showing credits spent in graph
  • [LL-23] - Pre-population of fields on sync
  • [LL-24] - Paging on My Leads page
  • [LL-25] - Need to add a "None Selected" field in the "Industry" search criteria
  • [LL-26] - Need all search fields to clear completely when you click on "clear" tab
  • [LL-27] - Graph functionality do not work for level,rating, industry.
  • [LL-28] - Save Search Does not work
  • [LL-29] - Company Look Up Should State "No Results Found" when data is not available
  • [LL-30] - Company Look Up "Pop Up Window" Do not Allow Choice to be Unslected when you hit the "Get Exact Matches" tab
  • [LL-31] - When Adding a Company-If you add several at a time there is no way to delete it.
  • [LL-32] - Search Entries Differ When Clicking on Search Tab Again and Again.
  • [LL-33] - Change the "view & trade" and " view and purchase" to just Trade and Purchase
  • [LL-34] - Unable to Purchase Contact
  • [LL-35] - Search Criteria under the "General" tab Accuracy rating scale does not go to 100
  • [LL-36] - Add success popup prompt that redirects to createFilters.php page
  • [LL-37] - allow deletion of ANY View but DO NOT allow deletion of the User's Primary Filter
  • [LL-38] - Add the customerID to a column in the admin panel
  • [LL-39] - Allow account deletion with prompt in admin panel
  • [LL-40] - Jigsaw and Clickatell balances - Send email and add to admin panel
  • [LL-41] - change all places where connectorId compares to -1
  • [LL-42] - Change client pinging architecture
  • [LL-43] - Change "trackingtest" in code to "engine"
  • [LL-44] - If chat not enabled, don't show 3rd line of tracking code
  • [LL-45] - Download Contact getting hung up on updating trading and purchasing credits. Change file Name and remove "amp" after the & sign.
  • [LL-46] - Query impacting performance
  • [LL-47] - Past Title not showing up
  • [LL-48] - Bio's for executives is not pulling up any information.
  • [LL-49] - Email Script Scrambled When Saved
  • [LL-50] - CRM Profile
  • [LL-51] - LinkedIn in the Business Contact needs to Auto populate if you've set up your credentials
  • [LL-52] - Query Improvement
  • [LL-53] - Identify whether they came from a PPC (pay per click) vs. a natural search
  • [LL-54] - Need "view and purchase" to turn green to indicate that contact has been purchased.
  • [LL-55] - Cancel and return to Lead Liaison on Paypal is returning a "Not Found" page
  • [LL-56] - Change font of "Get Exact Matches"
  • [LL-57] - Searching for "Search Consulting"
  • [LL-58] - Delete Industry Graph
  • [LL-59] - list of httpdocs required
  • [LL-60] - Change "Fetch contacts" to Upload Contacts, also in the "Current Step" need to change fetch to upload.
  • [LL-61] - Linkedin Not uploading but "Current Step" gives message of congratulatoon when upload is unsucessfull.
  • [LL-62] - After Editing Workflow it should say "Workflow Updated Successfully!" not "Success"
  • [LL-63] - Workflow is pulling up previous history even though boxes are checked for workflow to be applied to future leads only.
  • [LL-64] - When you submit a change user in the "Tagging" see the attachment for prompt box
  • [LL-65] - Normalizing tagging section of visitors table
  • [LL-66] - Something messed up with video marketing
  • [LL-67] - Re-work My Leads Page to optimize performance
  • [LL-68] - Modify video page in admin panel
  • [LL-69] - Fix pdf and xls buttons -AND- fix chart type issue
  • [LL-70] - Contact Broker using "Inc" in the search for results like "Cisco Systems, Inc."
  • [LL-71] - Demo leads not showing up in My Leads page
  • [LL-72] - Formatting of contact info when emailed to user
  • [LL-73] - Add abstraction layer to filtering code
  • [LL-74] - When hitting the "sync" button below the "CRM" think button is circling above the the box rather than on the "sync" word.
  • [LL-75] - If description of workflow contains "< or >" symbol when you save it it scrambles the symbol.
  • [LL-76] - When searching for last name only no results show up
  • [LL-77] - Revenue trigger
  • [LL-78] - Employees trigger not working
  • [LL-79] - Error prompts in the CRM credentials are not logical they need to reflect specific situation
  • [LL-80] - Accessing Lead Liaison through Salesforce.com
  • [LL-81] - Bar graph not populating for M & T Bank in Contact Broker and I still get Brian Lierman as the result!
  • [LL-82] - Add shortcuts to My Leads page
  • [LL-83] - Change "Action - Lead Nurturing" so that the proper From: fields are displayed
  • [LL-84] - Please add a "Delete Selected " option next to the "Add New"
  • [LL-85] - Workflow set to have lead sync when openned from send and track function did not working.
  • [LL-86] - Create a option for "unsyncing" when you scroll over the red sync box.
  • [LL-87] - Deleted leads from Salesforce should automatically be unsynced in Lead Liaison
  • [LL-88] - When clicking "Get Exact Matches" an error prompt pops up in IE8
  • [LL-89] - Make menu NOT dissapear and make sure uploads work still
  • [LL-90] - Change collector.js to collector.php so that we can test tracking on staging
  • [LL-91] - Not able to delete an instant alert once it has been created
  • [LL-92] - Format a response when it's emailed to you
  • [LL-93] - Improvements to the demo interface panel
  • [LL-94] - IO Error appears on all charts w/ a map.
  • [LL-95] - Workflow: Email notification getting sent is scrambled
  • [LL-96] - Message gets scrambled if you put in any type of symbol e.g. ?,',! & new lines are not working correctly
  • [LL-97] - Images are not showing up, http://www.leadliaison.com/admin/Customers.php
  • [LL-98] - MAJOR performance issues when clicking "sync" button
  • [LL-99] - CRM not syncing when logged in on the www.staging.leadliaison.com
  • [LL-100] - Improve performance on first load of Contact Broker
  • [LL-101] - Deleted leads from Salesforce are still showing up as option for syncing.
  • [LL-102] - Jigsaw Balance Notification
  • [LL-103] - UPDATED: Envelope or Outlook Icon Should Show Every Time
  • [LL-104] - Salesforce.com Activity History Section - Make it Perfect
  • [LL-105] - Get chat functioning again
  • [LL-106] - Instead of locking user out for 5 minutes, just have them redirected to the login screen
  • [LL-107] - My Leads page pausing for some reason
  • [LL-108] - Tracking when accessing a site via Internet Explorer does not work
  • [LL-109] - Green menu screwed up because of tracking code
  • [LL-110] - Change the way requests for more information are submitted on trial3.php
  • [LL-111] - Investigate PHP Upgrade from PHP 5.1.6 to PHP 5.2.12
  • [LL-112] - Address "Secure" Flag unchecked Security Issue
  • [LL-113] - Address IP Tracking Issues with Improved Function
  • [LL-114] - Fix Selection Boxes on My Leads Page
  • [LL-115] - Identify paused issue with Savance Lead Liaison account
  • [LL-116] - Automatic Lead Report Broken
  • [LL-117] - Weird results in results table of contact broker
  • [LL-119] - Fix issues in URL where $sort and other paramaters can be changed
  • [LL-120] - Change behavior of "Return to Lead Liaison" and "Logout"
  • [LL-121] - Sales Prospector Touch Up
  • [LL-122] - Remove "accuracyRating" column in database "contactbroker"
  • [LL-123] - Add "full address" to the equation that calculates ratings when users search/trade/buy contacts
  • [LL-124] - Fail names with bad characters (besides apostrophes) when uploading
  • [LL-126] - Untouched Sales Lead
  • [LL-127] - Change "Set Salesforce.com Task" settings in Workflows
  • [LL-128] - Fix Error - Upgraded PHP Version
  • [LL-129] - Links for companies on the daily/weekly/monthly lead reports broken
  • [LL-130] - When Clicking on Chat Window Theme and Default Chat Icons in the Chat Management the pages blank
  • [LL-131] - Workflow miscounting visitors
  • [LL-133] - Putting html code instead of ampersand symbol
  • [LL-134] - Change SMS Process
  • [LL-135] - Add Action "Execute Once" to workflows
  • [LL-136] - Format email Name on emails sent from Workflows
  • [LL-137] - Add Filter "Known/Unknown"
  • [LL-138] - New trigger type "Known Leads Only"
  • [LL-139] - Get the calendar icon looking right in Chrome.
  • [LL-140] - Syncing multiple visitors with same CRM (merge)
  • [LL-141] - Add Filter to show only Leads with a score -OR- ones that are "Cool, Warm, or Hot"
  • [LL-142] - Implement LinkedIn API across Lead Liaison vs using screen scraping (current approach)
  • [LL-143] - Clean up CB uploading graphic
  • [LL-144] - Build Campaigns (different from Workflows) into Lead Liaison and Salesforce.com
  • [LL-145] - Putting html code instead of ampersand symbol
  • [LL-146] - Fix Bar Graphs in trade-mode so that when they are clicked they drill down.
  • [LL-147] - NOT WORKING: Auto add visitor to CRM when visiting from Connector email:
  • [LL-149] - Implement Flexigrid as the standard table format for all tables
  • [LL-151] - Different description in My Leads from what is Synced to Sf.com
  • [LL-157] - Include more info in report that is emailed to users on demand or periodically
  • [LL-158] - Contactbroker issue when clicking on the company name from the main leads page
  • [LL-159] - Handling Salesforce.com Limit Issues
  • [LL-163] - Re-group CRM Triggers
  • [LL-164] - Fixing general issues/bugs
  • [LL-165] - Fix logout issues
  • [LL-166] - Expand/Collapse for triggers and actions in workflows
  • [LL-167] - Address security issues reported by Salesforce.com and the Burp report
  • [LL-168] - Implement a progress bar for new users
  • [LL-171] - Resolve slow access time to Contact Broker from the My Leads page
  • [LL-172] - Add "Quick View" with names, add social media section
  • [LL-173] - Make a managed package installer for leadliaison in Salesforce.com
  • [LL-174] - Initial layout with template plus an additional template
  • [LL-175] - Port application over to new User Interface (UI)
  • [LL-177] - Database design
  • [LL-178] - Add the LL Fields management pages
  • [LL-179] - Implement the CRM field mapping pages
  • [LL-180] - Apply the field mapping logic in the background as design by the user
  • [LL-182] - Connector contacts integration with LL side
  • [LL-183] - Implementing Web forms
  • [LL-184] - Fix chat issues which came after adding the new fields and tracking changes into production.
  • [LL-185] - Modifying the areas that used to use the visitors fields info, to use the LL new fields info
  • [LL-186] - Preparing Lists that will be used with Programs/Campaigns, and Adding the required imports from CRM and Connector
  • [LL-187] - Integrate Campaign Workflow Setup (Triggers/Actions)
  • [LL-188] - Integrate Campaign Manager Page
  • [LL-189] - Integrate Marketing Console Page
  • [LL-190] - Integrate Revenue Experience Section
  • [LL-191] - Integrate login and forgot-password pages
  • [LL-194] - Integrating the design page and the design menu
  • [LL-195] - Stuck on the loading screen
  • [LL-204] - Correct controls logic in account settings section
  • [LL-213] - Broken link on logo of Lead Report email sent from system
  • [LL-214] - "Enable CRM" flag on Admin page not loading correctly

Improvement

  • [LL-176] - Field Mapping
  • [LL-196] - Show upgrade notification on Marketing Console page
  • [LL-197] - Expand Edition setting in admin interface
  • [LL-199] - Comment out graphs on Campaign Manager
  • [LL-200] - Comment out ROI and manage programs sections
  • [LL-201] - Comment out the "Email Scripts" left-menu button
  • [LL-203] - Comment out the "Instant Alerts" feature
  • [LL-205] - Add an Account ID to Account Status page