Release Notes - v5.69.1 (Mt. Antero)

Mogli SMS Release Notes - v5.69.1 (Mt. Antero)

Self-upgrade to Mount Antero by using these instructions.

What’s New

• SMS Template organization in the Conversation View and the Bulk SMS Lightning tab.
• Filter messages in the Conversation View by relationship to the current record.
• Disable attachment button on the Conversation View.
• Error handling for SMS records with missing data.

Resolved Issues

• (5.66.1) Permission Sets fixed for SMS Templates.
• Error codes added to status callback from Telnyx gateways.
• Improved efficiency of Clear All Notifications button.
• Bug fix for Lightning component error that is displayed when an SMS status changes to Error.
• Bug fix for Lightning component error that is displayed when a user changes the Conversation View bubble colors.
• Bug fix for error handling when a message is sent to a landline phone number.
• Bug fix to preview attachments in the Conversation View.
• Added Remote Site for Twilio attachments.

Update Details

SMS Template organization in the Conversation View and the Bulk SMS Lightning tab

Organize your SMS Templates into folders that are accessible within the Conversation View and the Bulk SMS Lightning tab. 

Inserting an SMS Template in the Conversation View

1. Click the SMS Template button to select a template.
   
2. Search for SMS Templates.
3. Select a folder.
4. Show all templates or recently used templates.
5. Navigate with breadcrumbs.

Creating Mogli Folders for SMS Templates

1. Navigate to the Mogli Folders tab.
   1. Note: You may need to add the Mogli Folders tab to your Salesforce app.
2. Click New.
   
3. Type the name of your new folder.
4. To make your new folder a nested folder, select a Parent Folder.

Adding SMS Templates to Mogli Folders

1. Navigate to the SMS Templates tab.
2. Use the list view inline editor to select a Mogli Folder.
   1. Note: You may need to add the Mogli Folder field to the SMS Templates page layout and/or the SMS Templates list view.

Filter messages in the Conversation View by relationship to the current record

You can now filter the messages that are displayed in the Conversation View to only show messages that are related to the current record. For example, if a Contact record has multiple Case records and you navigate to one of the Cases, you can set the current record filter to only show messages related to that Case.

Using the Filter messages by record toggle

1. Click on the Conversation View Settings button.
   
   
2. Click the Filter messages by record toggle.
3. Click the Back button to save and return the message list.

Note: The Filter messages by record toggle will return to its default value when you navigate away from the current page or refresh the browser. The default value can be configured by an admin (see below).

Admin settings for Filter messages by record

Admins can configure the default value for the Filter Messages by record toggle, and enable/disable the ability for users to change the toggle in the Conversation View by editing the Lightning Record Page.

Note: These settings are unique to the Lightning Record Page in which they are configured and will not be applied globally.

Disable attachment button on the Conversation View

Admins can remove the Add attachments button from the Conversation View by editing the Lightning Record Page.

Note: These settings are unique to the Lightning Record Page in which they are configured and will not be applied globally.

Error handling for SMS records with missing data

If for some reason (custom automations, data import) there is missing data on an SMS record, the Conversation View will still display the message and show an error message.

Release Notes - v5.49 (Winter '23)

Self Upgrade Instructions

Upgrading to Mt. Antero is simple.

1. Use a list view or report to identify any SMS records in "Queued", "Sending", or "Scheduled" status with a "Scheduled Delivery Date" in the past. If found, please reach out to help@mogli.com for assistance upgrading to avoid any potential issues. If none are found, continue to step 2.
2. Click here to install Mt. Antero in production (click here for sandbox).
3. Login to Salesforce. 
4. Install for Admins Only.
5. Confirm that the install has been completed by checking your email or navigating to Setup > Installed Packages and checking that Mogli SMS is version 5.69.1.

IMPORTANT: If you are upgrading from a version prior to 5.49, additional configuration may be required. Click here to see 5.49 self upgrade instructions. See step #4 above to confirm which version of Mogli SMS you currently have installed.