Last Updated Priority Category

Linked contacts are counting Max Links based on total contacts using that link rather than uses per contact record

CRM
Last Updated: 07/22/2016

Issue Number: 496358

Date Reported:
07/19/2016

Summary:
Unable to link contacts under certain link types when said link type has been used the max amount of times elsewhere. i.e. Max limit of link type A is 1. 1 contacts has linked another contact using this link type so you are unable to use this link type under any other contact.

Alternative Solution:
Raising the Max Limit for the desired link type should allow contacts to be linked again.

When using date picker in Interactive view for Contacts or Opportunities the date does not save

Last Updated: 07/22/2016

Issue Number: 477386

Date Reported:
06/29/2016

Summary:
When using the interactive view for a date field and trying to select a date using the date picker, the date does get entered into the field.

Alternative Solution:
If you type in the date it will hold the date.

Credit Card Report "Ran" and "Total Charged" Columns Displaying Inaccurate Totals

Last Updated: 06/21/2016

Issue Number: 354774

Date Reported:
03/17/2016

Summary:
When opening the Credit Card Report under E-Commerce > Reports and running a search for cards, the "Ran" and "Total Charged" columns are showing inaccurate totals for contacts that appear on the report. Some contacts may have a much larger number under "Ran" than they show on their contact record for "Charges Run", and the "Total Charged" may be off as well compared to the order totals on their record.

Unable to mark a 'Set Field Value' process in a campaign as Ready if the process is a copy

Campaign Builder
Last Updated: 05/20/2016

Issue Number: 367171

Date Reported:
03/30/2016

Summary:
If an existing 'Set Field Value' process within a campaign sequence is copied; either by the campaign being copied, the sequence, or only the process, the copy is not able to be set to "Ready". This only occurs if the 'Field Value' dropdown in the copy is not changed.

Alternative Solution:
Changing the 'Field Value' dropdown to a different field, then back to the desired field, will allow the process to be set to "Ready"

ISSUE RESOLVED: Microsoft Exchange Email Delivery

Last Updated: 07/20/2016

Issue Number: 496033

Date Reported:
07/19/2016

Summary:
We are experiencing an issue with Microsoft Exchange email delivery. Some emails may receive a bounce message or be delayed. This affects all domains that employ Exchange Online Protection. 7/19 10:00am We are awaiting response from Microsoft regarding the issue with Microsoft Exchange email delivery 7/20 4:00pm The issue we experienced with Microsoft Exchange email delivery has now been resolved. Emails that were scheduled to send on 7/19 to Microsoft domains have started sending 7/20 at approx. 4:00pm Arizona time. We apologize for any inconvenience this may have caused

Alternative Solution:
If you are experiencing this issue, please submit a support case from within your application: http://screencast.com/t/uGcdsCyhyFmT

R53: Unable to link contacts within contact records if link type has a 'Max number of links' of 1

CRM
Last Updated: 06/21/2016

Issue Number: 419567

Date Reported:
05/04/2016

Summary:
If a "link type" for linked contacts has been configured with a limit of "1", saving the linked data will not link the contacts together.

Alternative Solution:
Change the limit to something higher than 1.

R53: Users cannot edit or add default invoice template in E-Commerce>Settings without first saving the page

E-Commerce
Last Updated: 06/21/2016

Issue Number: 408774

Date Reported:
04/27/2016

Summary:
If attempting to click the "Edit" or "Add" links for default invoices in E-Commerce Settings, the page will reload but no window will populate to edit or add an invoice template.

Alternative Solution:
Save the E-Commerce >Settings> Orders page in order to be able to edit/add invoices

Email Status search only returning one result

Marketing
Last Updated: 06/17/2016

Issue Number: 424198

Date Reported:
05/09/2016

Summary:
Pulling up an Email Status Search with with the "Products" column displaying on report results in only one result populating for report.

Alternative Solution:
Remove the "Products" column from the report columns and the report should return correct results.

R55: Broadcast Template tabs displays out of view

Last Updated: 07/22/2016

Issue Number: 481390

Date Reported:
07/05/2016

Summary:
When sending a broadcast and selecting a template, the tabs for Templates, Drafts, and Sent Items display off of the page.

Alternative Solution:
Zoom out on the browser and then you can see the tabs.

Date picker calendar does not populate on internal forms

Campaign Builder
Last Updated: 07/14/2016

Issue Number: 478522

Date Reported:
06/30/2016

Summary:
Date picker calendar does not populate on internal forms. Dates are still able to be entered manually.

RECENTLY FIXED: Campaign HTTP POSTs not running -- "removed from sequence"

Campaign Builder
Last Updated: 07/22/2016

Issue Number: 484425

Date Reported:
07/07/2016

Summary:
Campaign HTTP POSTs are not running and showing "removed from sequence" on the Campaigns Tab of Contact records. This issue is now resolved as of 7/12/16

Long tags can't be removed from BARD email image/button links, or from recipients list

Broadcast
Last Updated: 07/13/2016

Issue Number: 490528

Date Reported:
07/13/2016

Summary:
Screenshot: http://screencast.com/t/mreRvLTFZ

Alternative Solution:
remove the image or button and re-add it. No known workaround for removing it from the recipients list, other than creating a new email broadcast

Template Builder Will Not Load if Template Already Contains a Social Snippet

Last Updated: 07/21/2016

Issue Number: 491772

Date Reported:
07/14/2016

Summary:
Some email templates using the Drag & Drop Builder are experiencing an issue where if they already contain the social snippet, and they are opened when the builder loads, the builder does not finish loading. If the social snippet is deleted, the template will load. Adding a new social snippet doesn't seem to break a template - It only seems to affect templates that had the Social snippet before.

Alternative Solution:
In the meantime, if the template can be pulled up under Marketing > Email & Broadcasts, the snippet can be removed, and the email can be sent and saved as a template from the Email Batch Results screen. New email templates can also be created with a new Social snippet.

INFORM: Having multiple tabs open can cause information to be saved to the incorrect record

E-Commerce
Last Updated: 12/03/2015

Issue Number: 2869

Date Reported:
06/30/2014

Summary:
Multi-tab usage on a browser may causes data to mix when saving. Most notably when viewing and editing multiple orders on multiple browser tabs.

Alternative Solution:
When editing and saving new content, make sure to only have a single tab open in the browser accessing your Infusionsoft account.

Viewing Historical Data in Campaign Opens Report With Incomplete Criteria

Last Updated: 05/26/2016

Issue Number: 351636

Date Reported:
03/15/2016

Summary:
When in the Performance view in a campaign, clicking either the "Historical 24 hours" or "Historical 30 days" will show that past history for the range selected on the sequence, however clicking the blue icon that redirects to the Campaign Contacts report to show the contacts does not pull up the correct criteria. All results for the sequence will be shown, since the Stop Date criteria is not being set when viewing the report.

Alternative Solution:
The correct information can be pulled up by clicking "Edit Criteria/Columns" for those results, and a Stop Date range can be set there (for example, 02/01/2016-03/01/2016). Clicking OK after setting a date range will pull campaign contact history for the date range entered.

Subscription Revenue Summary Report "Number" Column Displaying Inaccurate total

Last Updated: 06/22/2016

Issue Number: 348233

Date Reported:
03/11/2016

Summary:
The Subscription Revenue Summary Report under E-Commerce > Reports is displaying a much larger subscription total for the "Number" column than it should. The report appears to be including the applied tag amounts to contacts tied to subscriptions listed in the report.

Alternative Solution:
To see an accurate total of subscriptions in the application per product in the meantime, you can do so by running a search under E-Commerce > Orders > View Subscriptions, and select the product you wish to see the total for.

When a contact click the Confirmation Link an "Oops" error is produced.

Campaign Builder
Last Updated: 07/22/2016

Issue Number: 475097

Date Reported:
06/28/2016

Summary:
When a contact click the Confirmation Link an "Oops" error is produced.

Alternative Solution:
Navigate to Admin>Settings and enter a Website in the "Website" text box. If you do not have a website you can just hit save at the bottom of the page.

CSS and HTML in Order forms and shopping cart themes not displaying

E-Commerce Setup
Last Updated: 07/22/2016

Issue Number: 476632

Date Reported:
06/29/2016

Summary:
CSS and HTML in Order forms and shopping cart themes not displaying

Alternative Solution:
Existing HTML and CSS is not being displayed but is maintained. Don't make any changes at this point in time and it will continue to be maintained.

About This Page 

This page is an active list of known product or service issues affecting Infusionsoft users. Not all issues are necessarily posted here, but we'll do our best effort to update this page in a timely manner.

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Click the title of a known issue to read more details including workarounds if they exist.

Priority is used to estimate resolution time:

      Low means approximately four months to resolution

      Medium means approximately one month to resolution

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