Keap Pro/Max: When deleting a pipeline stage and using the prompt to move the deals from that stage to a different stage, easy automation does not trigger when the deal is moved into the new stage.
Issue Number: 3108931
Issue Status: Support Researching
Date Reported:
09/21/2023
Estimated Resolution Date: 10/12/2023
Summary:
We have identified an issue where easy automation triggered by deals moving into a stage is not triggered when a a user deletes a stage from the pipeline, and uses the prompt to move the deals from that stage into a different stage. If deals moving into that new stage would normally trigger easy automation, it does not if these specific steps are taken. We are currently investigating this issue.
Alternative Solution:
The workaround for this would be to move the deals manually from the stage you want to delete into the stages where you want them to go prior to deleting the stage, if there are easy automations triggered by those deals entering the other stages.
Product Line: Keap
Pro/Max: Unable to Download files Under Contact's Record the First Time
Issue Number: 2991782
Issue Status: In Queue
Date Reported:
03/28/2023
Summary:
When trying to download a file under a records the first time, it will redirect to the home page. Will have to go back and try again for it to work.
Product Line: Keap
Classic: Report User Permissions Set at No Still Allows Access to Reports
Issue Number: 3073559
Issue Status: In Queue
Date Reported:
07/27/2023
Estimated Resolution Date: 8/17/2023
Summary:
When setting the permissions to "No" for "Can view: Marketing, Sales, Order, Referral Partner, and Administrative Reports", it is still allowing access to those reports in the Reports column.
Product Line: Max Classic
Creating an Automation in Ultimate, creates an additional Untitled Automation
Issue Number: 3227890
Issue Status: Support Researching
Date Reported:
02/14/2024
Estimated Resolution Date: 3/27/2024
Summary:
03/14/2024 10:47 AM MST
Our developers are continuing to investigate this issue
02/14/2024 1:27 PM MST
Creating an Automation in Ultimate, creates an additional Untitled Automation. We are investigating
Alternative Solution:
The only workaround is to delete the additional automation that wasn't needed
Product Line: Keap Ultimate
Countdown timers in copied automation emails share the same source URL, so changes made to the copy occur in the original
Issue Number: 3269967
Issue Status: Support Researching
Date Reported:
04/10/2024
Estimated Resolution Date: 5/1/2024
Summary:
If an automation containing emails with countdown timers is copied, the source URL of the countdown timer in the copy matches the original. This causes countdown timer changes made in one automation to update the other automation's timer.
Product Line: Keap Pro/Max/Ultimate
Recurring Invoices paid on Checkout forms with PayPal Smart buttons fail to transact on the next bill date due to Paypal data not transferring to the recurring order information
Issue Number: 3149477
Issue Status: In Queue
Date Reported:
11/17/2023
Estimated Resolution Date: 12/8/2023
Summary:
11/17/23
3:28PM
We have found that in Max/Pro apps, Recurring Invoices paid on Checkout forms with PayPal Smart buttons fail to transact on the next bill date due to Paypal data not transferring to the recurring order information
Alternative Solution:
None
Product Line: Keap Pro/Max
WordPress Official Optin Plugin cannot be downloaded
Issue Number: 3195050
Issue Status: Support Researching
Date Reported:
01/11/2024
Estimated Resolution Date: 2/1/2024
Summary:
When users go to https://wordpress.org/plugins/infusionsoft-official-opt-in-forms there is a red banner at the top of the page which reads:
This plugin has been closed as of January 19, 2024 and is not available for download. This closure is temporary, pending a full review.
Product Line: Keap Pro/Max/Ultimate
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|---|---|---|
| Critical | ASAP | |
| Urgent | 3 days | |
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| Medium | 6 weeks | |
| Low | 8 weeks |