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TruVoice Release on July 7, 2017

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Items in blue font are user-requested features.

Dashboard

New

  • Add new “Price Position” tile for Win Loss Dashboards
  • Filter: Add a price position filter to filter interviews based on the “Overall price position” interview question
  • Questions & Answers: Improve UI for additional comments shown with single-select questions
  • Questions & Answers: If a token is used in the question text, make it more prominent (easier to find topic of question)
  • Competitive Weaknesses page: Add a new tile with performance gaps in areas most important in lost business opportunities
  • *Competitive Weaknesses: Add ability to export details into Excel
  • *Competitive Position: Add ability to export details into Excel, including competitors, averages sales performance and average solution performance
  • *Importance vs. Performance (Customer Experience): Include KPI’s in table
  • *Importance vs. Performance (Customer Experience): Show the criterion’s definition on hover
  • *Importance vs. Performance (Win Loss): Show the criterion’s definition on hover
  • *For Market Research programs, use first and last name fields from survey to fill in respondent name

Fixed

  • Outcome Reasons: In mobile view, tile doesn’t display properly when neither column has data
  • Interviews tile options menu had incorrect menu option
  • Questions and Answers: Clicking “x” on search term isn’t clearing search
  • Save Dashboard: The saved filters menu is sometimes shown twice on the Dashboard
  • Save Dashboard: No ability to select “No filters” when there are unsaved filters
  • Importance vs. Performance (Win Loss): Grandchild page with scores was showing “0” for pricing criteria scores instead of em dash
  • Importance vs. Performance (Win Loss): Grandchild page with scores was showing “0” for sales criteria scores instead of em dash
  • Interviews: When grouped by opportunity, nested rows weren’t showing respondent titles
  • Interview transcript: URL isn’t updated based on tab selection of Interview, Details, Analysis or Audio
  • Interviews: Audio tab, audio wasn’t allowing user to skip ahead in recording
  • Interviews: Details tab, sales rep field incorrectly shown for market research programs in the Details tab
  • Interviews: Details tab, Buyer Role and Type are shown for market research programs but shouldn’t
  • Interviews: Contact name isn’t updating to reflect survey response
  • Interviews: Analysis tab not showing insights that don’t have classifications
  • Filters: When filters are applied, they become cleared when opening a new browser tab through the breadcrumb

Sample

New

  • *Nominated Contacts: TruVoice is ready to support integration with Salesforce.com via TruSales. Note: Full functionality is not yet live and will be once TruSales functionality is completed
  • *Add new columns for Email, Phone and Extension to Sample grid
  • *Add option to export the Research/Sample grid
  • *Add ability to filter columns in Research/Sample grid

Schedule

New

  • Scheduling: Open the Research Notes and Activities page in a new tab
  • *Scheduling: Add “Received outside email” option and allow users to input emails from respondents
  • *Scheduling: Add ability to CC others when sending confirmation email
  • Update the Last Activity tile to account for the new outside email option
  • *Scheduled Interviews page: In the “Scheduler” column, always show the name of the scheduler even if the last disposition was applied by a respondent
  • *Scheduling: If the last activity is “Scheduled Callback” then show the date of the scheduled callback on the Last Activity tile
  • *Scheduling: Show the Product, Account Manager, Sales Rep, and Contact notes

Fixed

  • Last Activity column isn’t updating based on changing a contract’s end date

Tokens

New

  • Update routing for “Help with tokens” option to direct to current Help Center article

Interview

New

  • *Allow interviewers to add internal-only notes (notes available only within research process steps)
  • Add the contact’s phone number to the Interview page (shown in pop-over with Product and Notes)

Edit

New

  • *Change return key function: Use single-space instead of double-space
  • *Allow editors to see notes left by interviewer

Fixed

  • When toggle is used, an extra scroll bar is shown
  • Page should refresh after action taken in options menu

Buyer Analysis

New

  • *Add the program’s Outcome Statement to the options menu
  • Update View Terms icon

      

Fixed

  • Duplicate attribute shown for Pricing & Value category for one client
  • Some pricing criteria not shown in attribute list
  • Analyze parent not refreshing after change in options menu

Framework

New

  • Add new page for “Communications” and allow programs to turn on or off updates to their email templates. This functioanlity integrates with the new module, Templates Library, which is a central location to manage standard/default email content
  • Add ability to create test interview links

Interview Builder

New

  • Add search option in Jump To control
  • Scroll user to top of question when new question is added to right panel
  • Update to Customer Experience Results criteria
  • Remove character limits on scale text boxes
  • Allow ranges on Discount offered question like other Pricing questions
  • For new outlines, in-house should be a default vendor
  • Updates to foreign language functionality
  • Add ability to modify settings for vendor questions in Vendor Choices page
  • Add ability to bulk add criteria
  • Add ability to move criteria to new drivers
  • Allow user to add write in choices on vendor questions
  • Allow user to edit the “Other (please specify)” text
  • Enable adding and editing of criteria on Criteria Choices page

Fixed

  • Reordering answers on one panel isn’t updated on the other
  • Position field for ranking questions should default to 3, not blank
  • Fix to foreign language functionality
  • Fix display condition on front runner question

Reports

New

  • Sample Status: Update report to account for new disposition (received outside email)
  • *Program Activity: Add a column for Outcome on report for win loss programs

Users & Groups

Fixed

  • Administrators group showing incorrect count of group members
  • For SSO clients only, new users are being added as disabled

Data Export (beta)

New

  • *Change default sort order of Interviews grid to sort by most recent interview
  • *Include the ability to export a unique ID (Contact ID) with each record
  • *Include ability to export Buyer Roles, Buyer Types, and custom secondary information
  • UI improvements to page

Fixed

  • Not all shortlisted vendors are marked as responses in Vendors on Shortlist question

Templates Library

New

  • Entirely new module to manage system email and script templates in a central location. Provides each program the ability to accept automatic updates to their templates.

 

Internal only tools – various updates

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