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TruVoice Release Notes January 24th, 2025

  • Updated

Enhancements

  • Updated the Survey Settings module to enable all settings when a new program is created automatically.
  • Added Highspot Integration to automate pushing buyer feedback to Highspot as skill assessments
  • Implemented several enhancements to the Sample Loader module:
    • Added a dynamic mapping option to the Customer Type field
    • Added a new feature to apply the Survey Only outreach for all opportunity contacts
    • Added the ability to configure multiple columns with the same mapping.
  • Updated the default logo in the Survey engine and banner color
  • Enabled Global Filters For Dashboards (This is in a beta state)
    • Adding the ability to temporarily override Dashlet level filters all at once, allowing you to keep your Dashboards configured and customized for specific data feeds (individually-filtered Dashlets) with an option to re-filter all Dashlets at once with the same filter for ad-hoc needs.
    • When a Global Filter is created, a toggle is available so you can keep the Global Filter configured and toggle back and forth with the Dashlet level filters as needed without having to re-do the Global Filter
    • An indicator shows on Dashlets that have Dashlet-level filters applied and this indicator will change accordingly to make it clear when a Global Filter has overridden the Dashlet-level filter
    • To be clear, the Global Filters in this context are ONLY applicable to the Dashboard. They do not carry through to other pages, such as Feedback Profiles.

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