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TruVoice Release on June 5, 2017

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

Dashboard

New

  • *Outcome Reasons has ability to show all outcome reasons
  • Outcome Reasons has new view, showing reasons in a table 
  • *Outcome Reasons has a new chart to show each category's frequency (for example, the percentage of wins that resulted from a solution-related strength)
  • *Importance vs. Performance reporting now includes pricing criteria and KPI's for Win Loss programs
  • *Questions and Answers page now includes single-select questions
  • *Interviews, Tile and List Views: Remember sorting selections between logins and refreshes
  • *Interviews, List View: Add new column options in list view, such as Competitor, Product and Tags
  • Interviews List View: Add a column for "Decision Date"
  • *User interface improvements throughout (wider scroll bars)
  • *Add more information to the header for each Interview, such as opportunity value and competitor for Win Loss programs and renewal risk for Customer Experience programs

                                             

Fixed

  • Navigating from an interview to a different page, such as Analyze, sometimes routes user to Opportunity Overview first
  • Filters: Sometimes tag filters applied don't show as selected after reopdning modal
  • Opportunity overview for Win Loss, not all competitors showing in Performance in Important Areas chart
  • Interview page, Details tab: Sometimes evaluation and decision dates are one month different than tile view
  • Questions and Answers: The selected question was shown with each response when it shouldn't
  • Competitive Position tile not loading in some cases
  • Competitive Position sometimes doesn't show client on chart

 

Schedule

New

  • Use wider scroll bar in Scheduling view
  • *Remember user's filter settings between logins and refreshes

Interview

New

  • *Show the outcome of the interview in the Interview agenda view
  • *Show product and contact notes in the Interview agenda view

                                  Interview_Product_and_Contact_Notes.png

 

Editing

New

  • *Add ability to delete an additional comment
  • *Remember column filters and groupings between logins and refreshes

 

Buyer Analysis

New

  • *Improve search functionality in attribute pick list (implement mid-label search)
  • *Freeze the "Add Vendor Insight" and "Add Buyer Insight" buttons to the top of the panel (don't allow them to scroll with the user and keep them in place)

Fixed

  • Remove the message shown briefly as page loads
  • Responses in questions/answers panel show value instead of label of N/A or Refused
  • Searching in questions/answers panel not searching additional comments
  • User must refresh between saving insights
  • Clicking cancel on "Abandon interview" does not cancel

 

Publish View

New

  • Update the count of subscribers to reflect subscribers associated with the currently active publish notification

 

Framework

New

  • Update layout and navigation of page to support new pages
  • *Add a new page to show all available analysis attributes for each program
  • In Analysis tab, change the Enabled/Disabled column to a toggle instead (easier sorting of enabled vs. disabled analysis options)

 

Interview Builder

New

  • Create new page to manage criteria choices for each interview guide
  • Enhancements for Go Live and saving
  • Add standard criteria when creating first outline for new interviews

Fixed

  • Pricing criteria aren't shown in the Criteria Choices page
  • When bulk adding answer choices, definitions aren't saving

 

Report: Sample Status

New

  • *Retain user's grid filters and sorting selections between logins

 

Report: My Users

New

  • *Add new columns to indicate if the user has "export" rights to the Dashboard either as an individual or through group membership

 

Data Export (Beta)

New

  • Add help icons to the Data Selections and tool tips to describe the Data Selection options shown
  • Add new "Product" column and ability to export product associated with each interview

 

Users & Groups

New

  •  Increase security by adding additional validation when adding users to TruVoice

 

Global

Fixed

  • TruVoice is not remembering the last accessed CIP (sometimes users get routed to CIP other than the currently selected one when changing pages)
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