Symend's current focus is still system performance, so if operations such as sending outreaches appear to be processing faster, that's because they are! With that understood, our releases will continue to be less feature intensive. Our February 28th 2023 release includes: detailed views of Events in Customer Trail; information tool tips on those Events and Event Properties; and Data Workspaces being hidden as a Data Source if you don't have them enabled when creating a Data Source Mapping. We have also resolved some bugs in Customer Trail, Data Source Mappings, Exports, File Transfer Settings, and Email Settings.
You can find the details in the Bug Fixes section.
Customer Trail
The Customer Trail can show you the various Events that have occurred for your individual customers but prior to this release, it wouldn't show you the full details. Now you are able to click the chevron to the right of that Event and it will display the full details. In addition, for each Event or Property, there is now a tool tip available next to them explaining exactly what they are.
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What’s New | Accordion menu to the right of a Customer Trail Event to view Event Properties Expand the menu by clicking the chevron Information tool tips on Events and their Properties
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Data Source Mappings
Learn more - Data Source Mappings
There were some smaller changes surrounding error handling, which you can view in the change table. However, the biggest change you may notice is when selecting a Data Source in your mappings. If Data Workspaces have not been enabled, then you will not see the option to utilize it as a Data Source.
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What’s New | When clicking the Manage Data Source and navigating to the Data Sources screen, if a Data Workspace was missing, only the first missing Data Workspace would display an error message. Now all missing Workspaces will display an error When clicking on a Data Workspace and navigating to the Data Source Fields screen, and a Source Field is missing, then an error will be displayed on the appropriate field If for some reason the underlying services encounter an issue when viewing the list of your mappings, an individual mapping page, or the data sources page, then an error would be displayed and you would be blocked from being able to access these pages. Now instead, you can still access these pages
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Bug Fixes
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Customer Trail | |
Data Source Mappings | The error message when missing the Account Key using a Data Workspace used to read Data Source not found, which has been corrected to Source Field not found Visual corrections when selecting a Data Source Type, specifically around spacing with the elements When adding a new Data Source: If the Update Frequency field is not populated, then Update frequency and Time of day will no longer be visible When selecting a Data Source Type, clicking outside of the creation menu would close it, now Cancel must be clicked or the escape key must be pressed to close the menu Not selecting a Data Source would not say the field is required, you would simply not be allowed to save, now a Required error message will appear if this is attempted Using a Data Workspace table in one mapping will no longer allow you to select it in another mapping
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Exports | When cloning an Export, if the name was more than 123 characters, when copy was added to the end of the duplicated Export, it would be more than 128 characters, causing an error. Now, any additional characters that causes this to occur from the original Export name will be truncated
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File Transfer Settings | |
Email Settings | |