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TruVoice Release Notes February 6, 2024

  • Updated

This release targets minor enhancements in TruVoice and TruSales including several bug fixes:

  • Enhancements
    • Remove “beta” tags from TruVoice navigation options
    • Order navigation options alphabetically within each navigation category (Dashboard, Research, Administration and Settings)
    • Add ability to use TruVoice custom email fields in CC/BCC recipient fields to allow dynamic recipients of feedback request emails
    • Updated Battlecards to include competitor data for key metrics only when the competitor is the strongest competitor (they were selected, or they were the runner up)
    • Add ability to set the "internal communications recipient" for an opportunity to someone besides the opportunity owner in TruSales
    • Added a setting to control displaying the "opportunity primary contact" setting when adding contacts to the CRM in TruSales
    • Added a "Last Email Requested Date" column as an option to grids in TruSales to allow viewing the date of the last email request for an opportunity
    • Added a "Last Requested Date" column as an option to grids in TruSales to allow viewing the date an opportunity was first submitted for feedback
    • Added the ability to manually trigger a reminder email and/or summary email for an opportunity or account in TruSales
    • Added a new setting that allows excluding weekends and/or other specific days of the week when sending automated reminder emails in TruSales
    • Update "Copy From Automation Triggers" feature for Reminder, Summary, Termination & Exclusion Emails to allow targeting a specific automation group when there are multiple groups
  • Fixes
    • Fixed a bug with conditional emails not being sent correctly
    • Fixed a bug with the resend email feature
    • Fix for linked evidence viewer erroring out in certain scenarios
    • Fix to the classification logic for a specific legacy automated insight
    • Fix for a chart in Battlecards not showing the competitor "rating" correctly

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