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TruVoice Release on April 14, 2017

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Items marked with an asterisk below indicate the feature was user-requested.

Dashboard

New

  • *User-friendliness enhancements throughout, including wider scroll bars
  • *Interviews are now grouped by respondent by default
  • *On-demand help built into the Competitive Positioning and Your Performance vs. Importance charts
  • *Filters – update logic for Sales rep and Account rep filter to only show reps associated with a published interview (not all interviews)
  • *Add ability to save Dashboard filter sets
  • Optimize performance for filter menu
  • Optimize performance on Competitive Position pages
  • In list view for Interviews, if there are multiple interviews for an opportunity, show each unique vendor once (not one time per interview)
  • Replace charts with friendly message when no data is available to show
  • Allow user to toggle between chart and table view for Performance in Important Areas chart on both Win Loss and Customer Experience opportunity pages

Fixed

  • Searching on interviews searched across all interviews – not just filtered set
  • Searching on interview transcript not including additional comments
  • Filters – client showing in competitor filter list
  • Filters – decision date filter including up to 1 month after selected end date
  • Filters – Competitive Position child view tile not recognizing filters
  • Interviews list – date range not correct when a very high number of interviews exists
  • Interviews – Page freezes after uploading files
  • Outcome Strength fix
  • Competitive Advantage Score fix
  • Audio tab – downloading a recording with multiple parts only downloads part 1
  • Details tab – one interview not updating with custom opportunity value settings
  • Details tab – product name not updating after being changed in Research Options
  • Transcript page – display issue with old questions on form open end questions
  • Competitive Position chart not responsive in certain browsers
  • Importance vs. Performance tool tip not formatted properly
  • Custom driver labels not showing properly on insights panels
  • For Win Loss, the Performance in Important Areas chart not showing average score for custom driver

 

Sample

New

  • *Additional sorting and column customization options
  • *New columns shown for Sales Rep, Sales Rep Email, Account Rep, and Account Rep Email

Fixed

  • Custom opportunity value settings not recognized in grid
  • New sales and account reps not automatically being added on import
  • Product name not updating in Add/Edit Opportunity after it is changed in Research Options

 

Scheduling

New

  • *Ability to turn on or off confirmation email upon scheduling an interview
  • *Country, Outcome and Timezone
  • Add page to show scheduled but not completed interviews to facilitate rescheduling
  • Update page to highlight interviews with an Appointment Missed disposition

Fixed

  • Send Notification pop up not including enabled templates for Customer Experience and Market Research programs
  • Contacts belonging to an active contract showing as having no active contract
  • For Market Research programs, default template set not showing for brand new programs

 

Interviewing

New

  • *Quick access to research history for each contact
  • Send an email to Coordinator and Coordinator manager when an interview is marked as appointment missed to initiate rescheduling

Fixed

  • Some interviews drop from agenda view after survey portion completed disposition applied

 

Editing

Fixed

  • Inability to add note when flagging as issue or requesting review
  • “Edit Opportunity” not shown in options menu

 

Analyze, Buyer Analysis and Publish View

New

  • *User-friendliness improvements for editing insights

Fixed

  • Unpublishing an interview results in no action
  • Questions excluded in Editing not showing as excluded in Buyer Analysis
  • Changing order of insights requires refresh in order to edit insights again
  • For one program, secondary info can’t be disabled
  • Some interviews not showing on Analyze page but should

 

Archives

Fixed

  • User can’t navigate to Editing from Archives
  • Some published interviews not showing

 

Tags

New

  • *The word-cloud now updates depending on your selection of Published, Not Published or All interviews

Fixed

  • No action occurring upon exporting

 

Templates

Fixed

  • “Last Sent” column not updating
  • Subscribers are shown in “BCC” line when “TO” line is selected setting
  • “Test” functionality not working for Scheduling Emails

 

Tokens

New

  • Include additional comments and trigger questions in Interview Question outputs

Fixed

  • Some secondary information fields not populating in output
  • Some interview questions not showing in Tokens modal
  • Output of Selected Vendor token only shows one vendor in multi-selected vendor scenarios
  • Analyst Overview token not populating

 

Reports

New

  • *My Users Report: New report to see and export list of users
  • *Sample Status Report include an “Outcome” column for our win loss program
  • Optimize performance of Sample Status report
  • *Program Activity Report: Export time spent as a number instead of text

Fixed

  • Sample Status Report: Date filter note returning matching results
  • Sample Status Report: Tag filter selections not returning correct results
  • Sample Status Report: Click bar to filter functionality not working

 

Users & Groups

New

  • Import users ability
  • Update the introduction email to TruVoice for new user
  • *Ease of use improvements in our “Restrictions” view. You can now select all and de-select all when restricting users or groups from one or more interviews
  • *Sorting on Users list and Groups list

Global

Fixed

  • Global session ending issue (user auto-logged out but shouldn’t be)

 

 

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