March 5, 2020 | Infusionsoft

Reports and navigation got a design refresh

Things are starting to look a bit brighter and cleaner. We’re focused on continuing to introduce the new look and feel across the product, and in this release you’ll see that reflected in reports and navigation.  

Campaign Builder update: Usability preferences

Based on feedback from our customers, we added an option to update your usability preferences. If your preference is to only display the builder menu on right click, you can update that preference in Settings. Learn more

Campaign Builder update: Improved decision diamonds

In addition to a clean new design update, you can now save time with enhanced decision diamonds. Instead of recreating the same rules over and over, you can duplicate a rule set, or import them from another rule set within a decision diamond. You can also delete existing rules in-line. Learn more.

Opportunities update: Reporting improvements

Better manage your opportunities with these updates.
1.)  Forecast your sales with more clarity with relative dates additions (e.g., 30-60 days from today, etc.)
2.)  Opportunities have an enhanced “Companies” focus with the ability to search by and create reports with this field.
Learn more.

Orders update: Reporting improvements

Finding a customer you’ve sold to in the past is easier with 2 new additional search columns: contact email and phone number. 

Bug Fixes

  • When a user synced an email address and also added that email address to a contact record, the recent email history wouldn’t display and would instead show an error message.
  • When configuring sales tax tables in E-commerce, the "Add a sales tax" drop down was not working beyond the first page. 


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