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TruVoice Release on August 16, 2017

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Dashboard

New

  • *Add the program's Outcome Statement to the options menu on the Dashboard parent page
  • Saved Dashboards: Add ability to open a saved Dashboard from "Manage My Dashboards" page
  • Show both a summary and details in the Experience Drivers page (Customer Experience)
  • *Add ability to 'Show more' to see all drivers in the Experience Drivers page and show all drivers in the (Customer Experience)
  • Add option to export details from the Customer Quadrant chart into excel (Customer Experience)
  • UI enhancement to mobile view of interview transcript
  • Update insights in Insights panels throughout dashboard to always show the opportunity name
  • Filters: Update 'Winning Vendor' filter language to accomodate singular/plural
  • Pricing tile (Win Loss): Add help text on hover to pricing tile
  • UI Enhancement to interview transcript in mobile view
  • UI enhancement to Outcome Reasons for programs with custom opportunity values (Win Loss)
  • Show message in Competitive Weaknesses tile when no data is available (Win Loss)
  • UI enhancements to Questions and Answers page
  • Interview Export: Show a message if there is no analysis
  • Show message when there are no outcome reasons in the Opportunity overview
  • Show a message when there is no data in the Importance vs Performance tile

Fixed

  • *For SSO clients URL not being remembered after sign-in
  • UI issues with Outcome Reasons tile in IE11 and Safari (Win Loss)
  • UI Issues with Outcome Reasons tile when only Win or Loss data is available (Win Loss)
  • *Publish date is shown in details tab of interview transcript is in incorrect format
  • In options menu, 'Go to Details' option is not working for Competitive Position tile (Win Loss

Reports

New

  • Sample Status: Update report to accommodate new dispositions from Schedulers sending reminders and surveys

Fixed

  • Sample Status: Check box filtering on Stage shows all stages instead of just those available in the grid

 

Sample

New

  • *All contacts to be imported with tags containing special characters
  • On import of new sample, validate that there are no duplicates

Fixed

  • Updating respondent title in Edit Opportunity is not updating title in the Sample grid
  • When importing sample, sales reps and account reps are getting added multiple times as disabled users

 

Schedule

New

  • UI enhancements for Web Only grid and card
  • *Add ability to send Survey Reminder and Interview Reminder for scheduled interviews
  • *Add indicator for reminder needed to the Scheduled Interviews grid

 

Interview

New

  • Show in the main interview page whether Scheduler has sent the survey or the reminder email 

Fixed

  • Update button is missing for some contacts in Conclude Interview page
  • At times, concluding an interview causes the browser to fail

 

Edit

New

  • Add the user's time zone to the editing status column
  • *Show pop up when Review Requested or Issue Identified is selected
  • *Add Open Interview option to options menu
  • *Add page level search

 

Buyer Analysis

New

  • *Show definitions for Buyer Roles and Buyer Types
  • *Update select-all option on looping questions
  • *Don't force Notes from Interviewer pop up on each refresh
  • *Don't refresh page after each insight save
  • *Analyze: Add Open Interview option to options menu
  • *Analyze: Update Respondent column based on survey response

Fixed

  • Outcome statement modal isn't updating correctly
  • User is able to annotate evidence before the check box is selected
  • User with Recordings rights isn't shown the option to download recordings

 

Framework

New

  • Add field to define Solution Type for each program

Fixed

  • Error icon is shown on hover over text boxes for users with Access only rights
  • For one program, an error is shown on navigation to the Overview page

 

Tags

Fixed

  • Frequency is not updating in the Manage Tags view for tags with zero assigned contacts 
  • When merging tags, no name is shown in the 'Created by' column

 

Templates

Fixed

  • When there are no groups for a program, the 'Groups'; tab for Publish notification subscription shows as though all groups are selected

 

Interview Builder

New

  • Add ability to delete or edit 'Other (please specify)' options
  • Force-complete the respondent link after interview is completed

Fixed

  • For one program, error shown when navigating to interview builder
  • At times, completing a survey does not apply the correct disposition

 

Users & Groups

New

  • *Add option to auto-subscribe new users to interview publish notifications

Fixed

  • Framework pages have the Manage Files right available and shouldn't

 

Data Export (beta)

New

  • Update to display of excluded questions in export

Fixed

  • HTML code shown when there is an '-' in the answer
  • Data export includes all interviews even when the dataset is filtered down

 

Internal only tools - various updates

 *User requested

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