Release Notes

SaaS Platform - Version 12

November 24th, 2018

Portal Changes

  • Improvement

    Several pages in each service had their layout updated.

  • Improvement

    The Portal is now mobile friendly.

  • Improvement

    Dashboard has been improved. Replicator Service has now its users information being presented.

CB Exchange Server Sync Changes

  • Fix There was an issue when trying to find out the exchange version in the configuration wizard. It is now fixed.

CB Trello with SharePoint Tasks Synchronization Changes

  • New

    This service has now a configuration wizard. It is a step by step wizard that takes the user from configuring Trello and SharePoint to starting the synchonization. You can access it from the Dashboard "Configuration Wizard" button.

CB CRM SharePoint Permissions Replicator Changes

  • New

    This service has now a configuration wizard. It is a step by step wizard that takes the user from configuring SharePoint and Dynamics CRM to starting the replication. You can access it from the Dashboard "Configuration Wizard" button.

CB Sugar to Sharepoint Stubbing Changes

  • New

    This service has now a configuration wizard. It is a step by step wizard that takes the user from configuring Sugar and SharePoint to start stubbing files. You can access it from the Dashboard "Configuration Wizard" button.

Document Extractor Built for Salesforce platform™ Changes

  • New

    This service has now a configuration wizard. It is a step by step wizard that takes the user from configuring Salesforce and SharePoint to starting the synchonization. You can access it from the Dashboard "Configuration Wizard" button.

SaaS Platform - Version 11

August 24th, 2018

Portal Changes

  • New

    Portal has now a Release Notes page so that you can see what has been changed for each version we release.

  • Fix

    Users are now able to watch the CB Sugar to Sharepoint Stubbing videos again.

  • Fix

    Captch validation issues on forms were fixed.

  • Improvement

    All email layouts have been updated.

  • Improvement

    Dashboard has now a quick links section.

  • Improvement

    Dashboard layout was improved. There is a link to the configuration in each of the dashboard service configurations.

CB Exchange Server Sync Changes

  • New

    New clients/users will now enjoy a more streamlined process to have a pair synchroned, starting with their new welcome to CB Exchange Server Sync email.

  • New

    This service has now a configuration wizard. It is a step by step wizard that takes the user from creating a server configuration, to creating a synchronization pair and its folders. You can access it from the Dashboard "Configuration Wizard" button.

  • Fix

    Fixed an issue when trying to test a connection in the 'create server' page, it would not let the user use the button again without having to refresh the page.

  • Fix

    Fixed an issue when trying to create new folder mappings.The error message was not being correctly shown.

CB CRM SharePoint Permissions Replicator Changes

  • New

    Fulltext search in logs implemented.

  • Fix

    "Race condition" was causing an KeyNotFound exception. It is now fixed.

  • Fix

    There was an issue when trying to find "SYSTEM" and "INTERGRATION" CRM users. It is now fixed.

  • Fix

    Some POA records during startup were sometimes skipped. It is now fixed.

  • Fix

    Some users were having trouble when trying to start CB Replicator due to ',' and '=' characters in OptionSet value. It is now fixed.

  • Improvement

    Startup speed was improved when some users are not mapped.

  • Improvement

    Startup speed was improved due faster reading stored permissions while loading the CRM security model.

Document Extractor Built for Salesforce platform™ Changes

  • New First version of the service released.