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TruVoice Release Notes January 7th, 2025

  • Updated

This release includes several smaller enhancements and bugfixes throughout TruVoice:

 

Enhancements:

  • Implemented several enhancements to the Sample Loader Module
    • Enabled the Opportunity Value field to accept “$” and “,” in its field.
    • Added support to allow the Sales Rep columns to accept a numerical value
    • Added support for loading contact names with a single name field instead of separated first & last names
    • Added new deduplication logic to validate if a contact already exists for a client program
    • Added a dynamic mapping option to several columns:
      • Product column
      • Outcome column
      • Qualifying question columns
    • Added a new feature to apply the Research Type for all opportunity contacts
  • Implemented several enhancements to Automated Alerts:
    • Added capability to send email alerts to emails specified in the custom email field
    • Added the ability to configure alert header fields in the emailed alert
    • Updated the logic to display open-end feedback responses when based on character limit
    • Added the ability to edit the Performance and Org Average labels
    • Added new settings option to display/hide the Best in Class section
  • Implemented several enhancements to the Sample Status module
    • Added metric for emails that are “Bounced”. An email would be considered bounce if any of the following situations occur in the sending
      • Invalid Email
      • Email is flagged as spam or is blocked by the user, mailbox, etc.
      • Email is unable to be delivered (due to full mailbox, lack of disk space, account disabled, quota exceeded)
      • Mailbox or User cannot be found
    • Updated the logic for the ‘Never Opened’ and ‘Opened’ metric to factor in the new Bounced enhancement
    • Added tooltips to existing metrics
    • Updated the 'Phone Interview Approval Queue' panel to display a pop-up modal for contacts from each category when selected
  • Products: Added logic for when a product is set to “Active” for a program, to link all enabled criteria options
  • Updated certain default settings to improve onboarding efficiency
  • Implemented a Summary view for Driver Insights
  • Added an ‘Overall’ metric to the Driver Insights Chart view, accompanied by a column for the Importance Score for improved comparison of the most important drivers
  • Revised UI for sharing Custom Dashboards and added ability to assign a recipient as a collaborator, allowing such recipients to make changes to the shared dashboard besides the owner
  • Added an enhancement to automatically create display conditions for new products in Questions & Outlines
  • Added a sort by option for the open-end question types in the Responses module

Fixes:

  • Fixed jump links from the decision drivers & reasons dashlets to take the user to the correct page
  • Fixed an issue that caused the Profile view and Notes pages to fail under certain conditions
  • Fixed an issue within Driver Insights exports pertaining to impact selection
  • Fixed an issue causing Org settings to not be properly saved for a new client
  • Fixed display issues within the Org Settings pages involving the branding and CIP selectors
  • Fixed an issue causing Best In Class names in Automated Alerts to appear twice
  • Resolved an issue causing data restrictions not to be respected in certain areas under certain conditions
  • Various fixes to the Login page and SSO
  • Fixed an issue with viewing different outlines in Feedback Simulator
  • Fixed an issue with users being able to access Sample Status with the correct rights assigned
  • Fixed an issue with users being unable to attach a file in the profile view
  • Fixed an issue with adding notes or action items in Feedback Simulator
  • Fixed an issue with the Survey and Interviews tab not matching correctly with the contract data in Sample Status
  • Fixed an issue with the column grouping option and data exporting in Feedback Profiles

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