The following are known issues for the 4th December, 2017 release:
- Star displayed next to proposal name. A star is displayed next to the proposal name in the CAMPAIGN DOCUMENTS drawer on the proposal details page. This will not affect your workflow or existing functionality.
- Reporting csv file issue in Excel. When you export some reports from the Reporting module as a .csv file and open them in Microsoft Excel, the months are reformatted incorrectly. An upcoming release will update the date format. To ensure correct formatting, you should export as an .xls file if you want to view the report in Excel, or export as .csv if you want to send the report to another processing program.
- Order and proposal csv file issue in Excel. Opening a csv file created using the Export to CSV feature in orders or proposals without following the correct procedure introduces additional symbols in the Rate and Cost fields. To avoid this, please ensure that you follow the correct procedure for importing a csv file into your version of Excel, as described on the Microsoft Support site.