What’s New: Latest Release Notes and Knowledge Base Updates¶

Note

Also see this Revenue Grid Docs article for full Revenue Grid solution release notes

Note

The Revenue Inbox solution got fully rebranded. Now it is regar as a specific license type of the Revenue Grid solution. This branding change does not affect the solution’s existing customers or end users in any ways

2111 HF1 and HF2 Release notes¶

Released on: January 30 2022

2108 Hotfix 1 and 2 New features and improvements¶

1. In Book Me and Time Slots dialogs, the MS Teams item for Teams meeting room links auto-generation is now readily available, at the top of the Location picklist

2. Based on the customers’ requests, we’ve re-implemented the image previewing feature in attachments handling dialogs. To preview an image attached to an email: click the 👁 (Preview) icon next to it

3. Based on the customers’ requests, we implemented support for more phone number formats in the Sidebar, ensuring that formats with less than 12 digits like European ones also get processed correctly

4. Implemented a setting that allows disabling meeting notes and invitee’s Phone # conveying to an Event created with Book Me or Time Slots, to meet specific customers’ requirements

2108 Hotfix 1 and 2 Bugfixes¶

1. Fixed a specific issue where a pre-defined status “Completed” was not assigned to Tasks created via Log a Call. Now that is performed as designed

2. Fixed the cause of an issue where the Status field did not get prefilled for new Tasks according to special DefaultsForCreate settings

RG Email Sidebar 2111 (Winter 2022) Release notes¶

Released on: December 4, 2021

Note: this major release also includes 2108 HF1 and HF2 improvements, see their descriptions in the section underneath

2111 New features and Improvements¶

Also see a video summary: https://vimeo.com/652890150

Meeting Scheduler (Book Me, Time Slots) improvements¶

1. Per a customer’s request, we optimized the layout of Book Me generation dialog fields, increasing the feature’s user friendliness. Learn more…

2. We’ve further improved Book Me availability loading performance through backend optimization. We’ve also removed the Switch to Old View button from the Booking Page

3. Another Booking page improvement: now Book Me link recipients (invitees) have the possibility to choose their preferred meeting Duration among several alternatives. There are up to 3 duration options specified by the organizer, the shortest option is default. Learn more…

4. Next Book Me feature improvement: implemented an optional possibility to allow Book Me link recipients to invite additional attendees to booked meetings, by listing their email addresses during slot selection. This is required by some customers’ business communication flows. The setting that manages this feature was put in Add-In Customization settings

5. Time Slots Booking page got redesigned. We made it simpler and more straight-forward

6. Another important Book Me feature improvement. For different reasons, some companies require to set Book me links’ lifespan; we implemented this possibility as a Special Admin setting BookMeLinkExpirationPeriod

7. Per a customer’s request, implemented an optional possibility to exclude own availability from parsing on Book Me links generation. Learn more…

8. MS Teams integration improvement for Book Me / Time Slots: implemented the possibility to auto-generate Teams meeting room links for meetings initiated via RGES Meeting Scheduler. Now it also works for Office 365 mailboxes configured via hybrid MS Graph-Exchange Web Services connectivity

9. RGES Meeting Scheduler consistency improvement for coworkers’ calendars displaying: ensured that internal attendees’ working hours are indicated on the Booking page

10. A minor Book Me dialog user friendliness improvement: re-worked Attendees list functioning to match Time Slots Attendees list

11. Starting on December 1 we’ve replaced the list of RG Email Sidebar IPs which Enterprise customers should whitelist in their corporate firewall to run the solution. Learn More…

Other improvements¶

1. Conditional un-syncing: to meet certain CRM calendars capture flow requirements, implemented the following optional configurable Calendars sync feature: depending on the value in a specific Event field, the Event gets un-synced from email client’s calendar but remains in Salesforce. The feature is managed by the special setting SalesforceEventUnsyncConditions. See the description in this article. A sample use case: after a Case gets closed, its associated Event’s status is changed to ‘vacated’ and the Sync Engine removes the matching item from end users’ mailbox calendars

2. The following language localizations are planned to be added in mid-December 2021:

Italian
Korean (South Korea)
Portuguese (Portugal)
Chinese (traditional)
Czech

3. A minor “Save Event” dialog usability improvement for RGES MS Outlook Add-In: implemented relevant Account pre-selection in the “Save Event” dialog if the Save button was clicked on a specific Contact in the Sidebar

4. Added Revenue Grid animated logo to RGES Outlook Add-In’s loading screen

5. For big Enterprise customers: RGES Admin panel users management got enhanced with several more bulk config actions . Learn more…

2111 Bugfixes¶

1. Fixed an issue where the notification regarding Customization update was not displayed in the Sidebar after Customization saving. Now the notification is displayed as expected

2. Improved the performance of initial data parsing by the Add-In: implemented parallel search by emails and Account search

3. Fixed an issue where Book Me / Time Slots could not be used via Delegated calendar access. Now Delegates with “Can Edit” rights can create Book Me / Time Slots links for calendar Delegators, as designed

4. Ensured that the field Importance setting on Customization page is processed correctly on settings saving

5. Boosted the performance of Engagement grouped clicks/opens backend data handling for Revenue Grid Sequences

RG Email Sidebar 2108 (Fall 2021) Release notes¶

2108 Hotfix 2¶

Released on: November 1, 2021

2108 Hotfix 2 New features and improvements¶

1. Based on several requests, we increased the expiration date for generated Time Slots links from 14 days to 60 days after generation date, for all users

2108 Hotfix 2 Bugfixes¶

1. Fixed a localization issue, where translations were not applied for some card headers in RGES Sidebar

2. Ensured that Sync engine no longer stops on attempting to process 20000 new Contacts within Sync scope

2108 Hotfix 1¶

Released on: October 6, 2021

2108 Hotfix 1 Bugfixes¶

1. Resolved an encoding issue with RG Sync Engine where special German language characters got corrupt on emails saving via RG Sync

2. Sidebar UI/UX consistency fix: resolved an issue where the “Event will be saved” notification was displayed in RG Sidebar’s header instead of “Event is saved” after performing any search action

3. Add-In Danish localization: discovered several missing component translations and added them

2108 New features and Improvements¶

Released on: September 04, 2021

1. Added support for Tasks and Contacts syncing over MS Graph connection for Office 365 accounts

2. Implemented support for mass Sync activation via Impersonating service account for MS Graph connection. This article contains instructions on how to confiture it

3. Implemented an Add-In Customization option for marking specific object fields as “Force Required”. A Force Required field is handled as mandatory for filling in when creating or modifying items via RG Sidebar. See this article for more information

>>> Click to see a screenshot <<<

4. Implemented an optional possibility to up-sync MS Exchange resource rooms calendars as Salesforce conference rooms (public calendars)

5. Implemented User Sync settings or Revenue Grid Admin panel logging in over Gmail OAuth 2.0 besides standard logging in over Salesforce OAuth 2.0 or Exchange/Office 365 OAuth 2.0

6. Added a Global setting for optional disabling of email Body field saving to Salesforce for at all email saving scenarios, for special business flows that exclude email Bodies saving to Salesforce

7. Book Me / Time Slots usability improvement: per several customers’ requests, implemented the possibility to configure default values to be auto-filled in Book me and Time Slots dialogs. See this article for details

8. Now Book me and Time Slots can also be configured to be used in delegated access calendars and other scenarios with granted Editor permissions

9. Another Time Slots / Book Me improvement: ensured that meeting Organizer can get invitees’ meeting detailing Notes and optionally their Phone numbers entered in the Booking page in generated confirmation email, by adding two dedicated fields to the Booking page. See this article for complete information

>>> Click to see a screenshot <<<

10. Meeting Scheduler Booking page performance got improved; now the Booking page loads and refreshes considerably faster

11. Added an optional possibility to prevent email server-originating updates to be applied for Read only Salesforce Events by RGES Sync engine

12. Improved loading screens and notifications displayed on product Customization settings updates

13. Now Meeting Scheduler features (Book Me and Time Slots) can be used for MS Exchange / Office 365 Shared calendars. See this article for details

14. Implemented an optional possibility to get new created Salesforce Events instantly down-synchronized to email client’s calendar. See this article for complete information.

2108 Bugfixes¶

1. Ensured that Sync engine no longer fails on attempting to process over 20000 Contacts within Sync scope

2. Fixed a Sidebar issue in Outlook on the Web, where info bar notification was not displayed after “Quick Save” icon clicking. Now Quick Save status is displayed as designed

3. Sync re-activation use friendliness fix: ensured that Sync engine gets started automatically after its re-activation via the “Provide access to Office 365” dialog in the Sidebar

The update also includes several minor bugfixes, UX/UI improvements, as well as customer-specific updates.

RG Email Sidebar 2105 (Summer 2021) Release notes¶

2105 Hotfix 1¶

Released on: July 4, 2021

2105 Hotfix 1 New features and Improvements¶

1. Added a unique optional possibility to link multiple Business Records to Events saved in Salesforce via RG Email Sidebar; this multilinking function is not available in Salesforce out-of-the-box.
This feature requires Revenue Grid Salesforce managed package installation and can be enabled for big Enterprise customers upon request

2. Time Slots / Book Me usability improvement: ensured that meeting Organizers see any special Notes added by the invitees who accepted the meeting in the resulting calendar notification’s Description

The update also includes several minor bugfixes, UX/UI improvements, as well as customer-specific updates.

2105 Major update¶

Released on: May 29, 2021

2105 New features and Improvements¶

1. Add-In loading and operations boost: improved different Add-In functions performance by excluding pre-loading of extra properties and functions:

Add-In loading speed was increased by over 25%
Different non-core Add-In functions (route components) are now loaded on-demand: Add-In cache selectively loads features when they are required by the user

2. A Google Calendar Sync improvement. We implemented 2-way synchronization of recurring Google calendar Event series. Their syncing can be performed via color-coding or via Save button or by Autosync; syncing a single event in a series syncs the entire series.
Limitations: same as in MS Exchange; the maximum number of synced occurrences is defined by Salesforce limits. Private Google Events cannot be synced in general

3. Implemented RG Email Sidebar localization in Danish. Earlier also added Japanese and Chinese (Simplified). See this article for the full list of supported RGES UI languages

4. Revenue Engage email campaigns building improvement: implemented a Revenue Grid template selector in the Sidebar displayed next to campaign emails; the selector also applies templates to Email bodies in Compose / Reply mode in MS Outlook. In addition, users’ pre-configured Salesforce templates can be automatically added to Revenue Grid templates pool upon request

5. Based on several customers’ requests, implemented the optional possibility to auto-fill a pre-set text in the Body (Description) field in Time Slots / Book Me creation dialogs

6. Per a customer’s request, implemented the optional possibility to get new created Contacts’ Address field prefilled based on associated Account’s Address

7. We’ve implemented notifications on pending RGES Add-In updates which recommend the end users to restart the Add-In to apply an update

Regular update:

>>> Click to see a screenshot <<<

Specific update: Required to use a specific Add-In function, e.g. Smart Actions or Engagement tracking

>>> Click to see a screenshot <<<

8. RGES Admin panel Users management improvement: implemented optional auto-deletion of inactive users from RG Email Sidebar database, based on Inactive user criteria – users that did not open the Add-In and had no Sync sessions over a set period of time (6 months by default). The mechanism can be enabled for big Enterprise customers upon request

9. Per a customer’s request, implemented optional auto-deletion of users from RGES database as soon as they get removed from the customer’s Azure Active Directory. This feature only works for Orgs with MS Graph connection. It can be enabled for big Enterprise customers upon request

2105 Bugfixes¶

1. Book Me and Time Slots consistency fix: ensured that “Working elsewhere” and “Tentative” calendar item statuses are rendered as “Free” for Time Slots and Book Me, as expected

2. Fixed several issues with Book Me and Time Slots dialogs and the Booking page, improving their usability

3. Fixed localStorage detection for Internet Explorer 11 browser to ensure smooth Add-In running in this browser

4. Outlook for Android implementation: fixed a Sidebar UI issue where the calendar selector control on date fields did not work as expected, making the fields hard to fill in. Now it works all right

The update also includes several minor bugfixes, UX/UI improvements, as well as customer-specific updates.

RG Email Sidebar 2102 (Spring 2021) Release notes¶

2102 Hotfix 1 and Hotfix 2¶

2102 HF1-2 Bugfixes¶

1. Time Slots booking page consistency fix: ensured that the time slot that corresponds to the time link recipients click in a time slots invitation email is selected in the Booking page table, as expected

2. A minor UX fix for Book Me and Time Slots: ensured that the invitation link does not get inserted twice if the Finish button is double-clicked

3. Fixed an issue where an incorrect file size (0.00 Bytes) was displayed for the .eml (email copy) file attachment in the Sidebar. Now valid file sizes are displayed

The update also includes several minor bugfixes, UX/UI improvements, as well as customer-specific updates.

2102 major update¶

2102 Improvements and new features¶

Video summary:

>>> Click to see the video <<<

1. Save dialog usability improvement: based on the customers’ requests, implemented the possibility to select or unselect all retrieved related records with a single click on items saving

>>> Click to see a screenshot <<<

2. Implemented an optional possibility to delete Events synced in Salesforce by RGES Sync engine. This function allows the users to easily remove an item synced to Salesforce by mistake, also in bulk. To remove a synced calendar item from Salesforce: assign it the custom “Salesforce Unsync” category in MS Outlook and wait for the next Sync session

>>> Click to see a screenshot <<<

3. Per a customer’s request, implemented the possibility to interact with Salesforce Lightning Scheduler via Revenue Grid. See the video https://youtu.be/D6betOrxAwo to learn how to use this feature. Also see the tech background article

4. Another convenience of use Sidebar interface improvement: added a quick save button to records’ flashcards (headers) displayed in RGES Sidebar, so now it is possible to save an email with a record with a single click, without expanding a record’s card. See this article for details

>>> Click to see a screenshot <<<

5. Implemented the premium Stale Thread Reminder communication enhancement feature. See this article for complete information

6. Implemented the possibility to synchronize Google Tasks between Gmail and Salesforce using RGES Sync. See this article for more information

7. Redesigned RGES Meeting Scheduler‘s booking webpage to boost its usability; now the page is also easier to use on mobile devices

>>> Click to see a screenshot <<<

8. MS Exchange Delegated access extended support: per several customers’ requests, implemented support for both emails and calendars handling via Delegated access, via Revenue Grid Web (Cloud) as well as Desktop implementations. Presently, the feature only works over EWS, but not MS Graph

9. Book Me feature improvement: per several customers’ requests, implemented the possibility to add time spans (buffers) between subsequent meetings organized using Book Me. This allows the organizer to take a short break and get prepared between the meetings. The span’s duration is set via a picklist in Book Me generation dialog

2102 Bugfixes¶

1. Fixed a rare issue that caused a false error notification “Something went wrong. Attachments not saved.” to appear under specific circumstances upon saving two or more attached files in Salesforce, even though the attachments were saved successfully

2. “Mark as SPAM” usability fix for calendar items: the button’s tooltip and notification were revised to make them more clear; also added extra notifications to clarify the flow

3. Increased RGES Sidebar navigation user friendliness by adjusting the logic how the Back button works in several dialogs

4. Fixed an issue where the records search field became unclickable in the Sidebar

The update also includes several minor bugfixes, UX/UI improvements, as well as customer-specific updates.

RG Email Sidebar 2011 HF2 (Fall 2020) Release notes¶

Release date: February 1, 2020

2011 HF2 Improvements and new features¶

1. Book Me dialog improvement: added the item “None” for the Minimal Time Span field, making it easy to remove the necessity of a time span between booked meetings

2. Added the Stale Thread reminder feature for Revenue Grid integration. See this article for more information

2011 HF2 Bugfixes¶

1. A minor Book Me consistency fix: ensured that multiple booking of the same calendar slot by several invitees is no longer possible in case several invitees open the link at the same time

2. A minor Customization settings application consistency fix: ensured that pinning of “Suggested new records” in customization settings leads to the tab’s pinning in RG Sidebar

The update also includes several minor bugfixes, UX/UI improvements, as well as customer-specific updates.

RG Email Sidebar 2011 HF1 (Fall 2020) Release notes¶

Release date: January 4, 2020

2011 HF1 Improvements and new features¶

1. Save dialog usability improvement: based on the customers’ requests, implemented the possibility to select or unselect all retrieved related records with a single click on items saving.

2. Save dialog usability improvement: based on the customers’ requests, implemented the possibility to select or unselect all retrieved related records with a single checkbox click in the Save dialog.

3. Implemented an optional possibility to auto-save emails in Salesforce independently, without auto-creating People records or linking them to Business records; also added a corresponding Global setting SalesforceEmailAutoTrackIncludingNotShared to manage this function.

4. “Stale Thread Reminder” Revenue Grid integration feature was implemented. See this article for more details.

The update also includes several minor bugfixes, UX/UI improvements, as well as customer-specific updates.

RG Email Sidebar 2011 (Fall 2020) Release notes¶

Release date: December 5, 2020

2011 Improvements and new features¶

1. Now the end users can check out future product features Roadmap by opening the Sidebar’s Main menu > About screen.

2. Implemented the possibility to log in to Revenue Grid using O365 OAuth 2.0. This applies to both end user accounts and the Admin panel.

3. Max security O365 OAuth 2.0 is now also used as the only method for Exchange Impersonation service accounts data access authorizing for Office 365 mailboxes. All existing customers who use such Impersonation accounts must re-authorize the access using O365 OAuth. This switching was required because the old Impersonated access authorization method with login and password creds entry will be disabled by Microsoft in 2021.

4. Revenue Grid integration improvement: implemented Signals widget embedding into RG Sidebar as a Smart Action. It works as a link to Revenue Grid Signals page.

5. Per several customers’ requests, the text of the Customization push notification was updated, making it clearer.

6. Implemented a number of MS Graph connectivity improvements and bugfixes, incl. syncing of recurring Meetings and Appointments series and saving attached files.

7. Removed the “Sign in with Login/Password” option from the Sync settings sign in page, since now secure Salesforce OAuth authorization is now used instead for all end users.

8. A minor Book Me links generation use convenience improvement: now generated Book Me hyperlinks can be inserted behind any words, phrases, or sentences highlighted by the user in composed email’s body. The feature works in MS Outlook for Windows or Mac and Outlook on the Web, the Web (Cloud) implementation only.

9. Book Me / Time Slots time zone selector improvement: now popular time zones can be found quickly by their abbreviation, e.g. HST/HDT; AKDT; AKST; PDT; MST/MDT; CDT; CST; EDT; AST; SST; ChST; EST

10. Optimized the Add-In’s initial loading, by excluding some excessive startup jobs.

2011 Bugfixes¶

1. Sidebar data refresh consistency improvement: fixed a configuration-specific issue where RG Sidebar displayed Salesforce context data for a previously selected email instead of the actual one’s.

2. Fixed a rare issue that prevented saving of attached files along with emails due to a timeout in Salesforce.

3. Fixed a seldom occurring issue where the “Log a Call” dialog wasn’t opened in the Sidebar on icon clicking, instead freezing the Sidebar with the status “Initializing…”

The update also includes several minor bugfixes, UX/UI improvements, as well as customer-specific updates.

RG Email Sidebar 2008 (Summer 2020) Hotfix 2 Release notes¶

Release date: October 5 2020

Improvements and new features¶

1. RGES Sign Up Wizard page was re-designed for extra usability.

2. Implemented the possibility to edit the fields of already saved Enhanced Email messages via the Sidebar: SFDC records linked to the email (Related To): both WhatID People Records and WhoID Business Records, Subject, Body, and other key ones. In this scenario, the email gets deleted and then re-created in Salesforce.

3. The text of the customization push notification was updated, to make it more clear.

The update also includes several minor bugfixes and UX/UI improvements.

Bugfixes¶

1. Fixed a rare issue where an operation timeout error prevented attached files saving via the Add-In.

2. Fixed a minor UI issue where the number of related Opportunities was not indicated on Account detailed card’s Related tab.

RG Email Sidebar 2008 (Summer 2020) Release notes: notable improvements and fixes¶

Improvements and new features¶

1. Implemented MS Graph secure API support for working with MS Office 365 data. Presently, this mechanism is optionally applied for several Enterprise customers. See this article for complete information.

2. Implemented an optional possibility to log in into RG Email Sidebar using Office 365 OAuth 2.0 instead of Salesforce OAuth. It can be used for both end user accounts and the Admin panel. Presently, it’s available for big Enterprise customers.

3. Made the Book Me/Time Slots selection dialog more mobile-friendly; now clicking on the “Suggested time slots” link summons a “Confirm a meeting” pop-up dialog instead of opening the calendar table.

4. Ensured automatic force-stopping of sync sessions if Sync was stuck for a specified number of days, by implementing a corresponding mechanism.

Notable fixes¶

1. Fixed an issue where under specific circumstances emails belonging to a selected thread got auto-saved linked to the User instead of a relevant Opportunity. Now linking works as designed.

2. Fixed a specific issue where the Save dialog did not list related records if the “Save email…” button was clicked too quickly after dialog opening.

3. Fixed an issue where all-day Events downsynced from Salesforce to Gmail calendar were converted into 5pm-5pm Events instead of 12pm - 12pm ones. Now all-day events downsyncing works as designed.

The update also includes several less significant bugfixes, back end and front end performance optimizations, minor UX/UI tweaks, etc.

Knowledge Base updates¶

New articles¶

Updated articles¶

RG Email Sidebar 2005 (Spring 2020) + Hotfix 1 Release notes¶

Improvements and new features¶

User interface/user experience improvements and Rebranding¶

1. Due to development of a new products line and marketing focus expansion

Solution got rebranded to Revenue Grid. Now that includes all components of the Add-In and the Sync Engine
Revenue Grid revenue intelligence platform got rebranded to Revenue Engage
Invisible.io got rebranded to RevenueGrid.com

Product users are not affected by the rebranding in any way, it’s the same use conditions, the same set of functions, plus an updated interface and extra features.

2. RG Email Sidebar Sidebar user interface got tweaked, the following controls were slightly moved or changed for increased usability

The key controls layout in the header was updated as follows. This results in a better compatibility with mobile devices

Navigation was improved by adding Sidebar screen/card names and moving the navigation controls to the top of the Sidebar
Similarly, the Cancel and Save/Create buttons and the Show only important fields checkbox previously put at the bottom of various dialogs have been relocated to the Sidebar’s header

The Menu icon was moved to the left-hand side of the header and the Menu is now implemented as a dedicated screen instead of a dialog, so it’s easy to use on mobile devices

3. Released an advanced Salesforce managed package that ensures maximum RG Email Sidebar integration with Salesforce. The package also includes essential visual components elements (Salesforce Canvas panes), for the best use experience it should be installed for all RGES users in an Org by the local Salesforce Admin, along with the older Invisible Suite package. More information here.

4. Implemented several new convenient RGES customization settings: Notify when email is opened, Hide Chatter, Do not allow attaching .EML files to objects, Do not allow to work with email templates, Do not allow to search objects in LinkedIn, Support Case Assignment Rules, Support Lead Assignment Rules, Edit email body in Save dialog. See this article for more information.

5. RG Email Sidebar Classic view has been discontinued as obsolete for all end users. See this article to learn how to use RGES Adaptive view.

6. (Desktop MSI implementation only) A drag and drop signature-to-contact processing mechanism was implemented; it allows to quickly populate a new Contact’s fields by selecting the signature of an email and then dropping it into RG Email Sidebar. What fields can be extracted based on a signature: First/Last name
Address
Title
Email
Phones (if multiple - assign according to Contact’s phone fields)
Account

7. User-initiated records search via RGES Sidebar got improved: now when viewing search results the users also see secondary record fields besides the Name field; this helps to identify different records with identical names.

8. [Revenue Engage integration] Implemented a setting RevenueGridConfiguration that allows to enable or disable Revenue Engage access controls in RG Email Sidebar.

9. Implemented an optional “Edit email on saving” feature available for big Enterprise RGES customers which is managed via Customization settings. The feature allows editing saved emails’ bodies (Description) in the Saved dialog, for example to remove sensitive information. Limitations: 1. only emails saved in Read mode, 2. does not support HTML formatting, 3. unavailable for Enhanced Emails, i.e. only Task descriptions can be edited. In addition, Email bodies exceeding the field’s limit (32k characters by default) get auto-truncated.

10. Implemented an optional possibility to track and save emails from/to a secondary email address used by a contact, based on a corresponding custom secondary email field added in Salesforce.

11. The automatic email notification “Action required - Sync suspended” was improved to make it more informative for the recipients. Now it includes specific required action steps and illustrations.

12. Save email/Save event flow improvement based on a customer’s request: now previously selected or already linked related objects are also pre-selected when an item gets saved with another record retrieved via RGES Sidebar search.

13. A minor improvement of the Save Email/Save Event dialog, now clicking on a related record’s header in the dialog toggles the checkbox which manages record linking.

14. Another Save email/Save event dialog’s usability improvement, now the Linked Records selector uses the convenient clear/select checkboxes logic instead of the “Remove” button.

15. Another Save email/Save event dialog user friendliness improvement: updated the labels related to records linking selector to make them more informative.

16. Updated the labels in RG Email Sidebar Synchronization settings, improving their informativity.

17. Implemented the possibility to differentiate between emails saved by the users via the Save button (Read and Compose modes) and emails auto-saved by RGES Sync engine, using a custom Salesforce field AddInEmail.

18. The Save email/Save event button was disabled in RG Email Sidebar for all Delegated calendar access scenarios in the Web (Cloud) RG implementation.

19. All references to SpringCM document management system in RG Email Sidebar and its documentation have been changed to DocuSign, due to SpringCM rebranding.

20. Ensured automatic force-stopping of sync sessions if they were stuck for a certain number of days, by implementing a corresponding mechanism.

Chrome Extension for Gmail improvements¶

1. Based on some Enterprise customers’ feedback, implemented an optional possibility to manage what set of permissions RG Email Sidebar Chrome Extension requests from the end users. Specifically, GoogleDrive, Calendar, Contacts, and other data access permissions can be adjusted to meet a customer’s security requirements.

2. Gmail Calendar events handling improvement: implemented the possibility to set default Gmail events’ reminders over Revenue Grid Sync.

3. Gmail calendar handling improvement: based on the customers’ feedback, we implemented the possibility to assign different colors for colorcoding Events to be synced by RG Email Sidebar. Also note that the color-marking way to sync Gmail calendar event is now disabled by default and it can be enabled by request for big Enterprise RGES customers.

Engagement tracking panel improvements¶

1. Added displaying of minutes in Engagement tracking details to allow the users to know specific time when the email was opened by a recipient. Also changed the label and the font of notifications counter.

2. Engagement tracking panel improvement: now it is possible to reset the new engagement notifications counter by Ctrl pressing + double-clicking the Engagement tracking icon in the Sidebar’s bottom toolbar.

3. Another Engagement panel improvement: implemented an optional possibility to auto-pin (mark as important) in Engagement panel all external (not in-org) emails with auto-inserted tracking code. The new Customization setting used to manage that is “Notify when email is opened”.

Notable fixes¶

1. Fixed an issue that occurred in configurations which use Person Accounts, resulting in a Sync issue “Can not select a person account”.

2. Fixed an issue with processing of user-defined “Email domains blacklisted from syncing” values involving aliases (with [+] in the address). Now they are handled as designed.

3. Fixed an issue where an incorrect set of objects was linked to a saved email or event after extra objects to link were added using search in the Saved email/Save event dialog. Now only specifically selected objects from search are linked.

4. Fixed an issue that prevented RG Sidebar logon with Salesforce creds for some of end users (the “SimpleWebClient concurrent use” exception).

5. Fixed an issue where some labels and messages in various RG Email Sidebar components remained in English after switching to another localization. Now they are translated.

6. Fixed an issue where the bottom item in the related records search results list of the Save email/Save event dialog was sometimes not displayed.

7. Fixed a specific issue where the latest clicked Opportunity was displayed in the “Related to” field of the clones for emails after saving the email link to various objects.

8. Fixed an issue where Salesforce all-day events were synchronized as 5pm - 5pm events in Gmail calendar. Now they are synced as proper Gmail all-day events.

The update also included a number of other less significant bugfixes, back end and front end performance optimizations, minor UX/UI tweaks, etc.

2002 Hotfix 1 Release Notes¶

Improvements and new features¶

1. Due to development of a new products line and marketing focus expansion

Solution gets rebranded to Revenue Grid
Invisible.io gets rebranded to RevenueGrid.com

Product users are not affected by the rebranding in any way, it’s the same use conditions, the same set of functions, plus a slightly updated interface and extra features.

2. We added a related records selection mechanism implemented as checkboxes to the Save Email/Save Event dialog; it works in the same manner as the checkboxes removed from the Sidebar‘s home screen.

3. Implemented an additional Customization setting that regulates Engagement notifications displaying for emails to external (not in-org) contacts with auto-inserted tracking code; the setting is called “Notify when email is opened”. When it is enabled, notifications in SCC Sidebar’s bottom toolbar will be displayed when the tracking code is triggered by the recipients of all such emails, as if they were marked as Important in the Engagement panel by the user.

4. Improved wording in several Save Email/Save Event dialogs’ fields labels.

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