This release includes several enhancements and bug fixes for TruVoice:

• Enhancements:
  • Survey Builder
    • Introduced multiple quality-of-life improvements:
      • Removed the “Change Value” option for open-end question types.
      • Replaced the “Add Label” button with “Criteria Choices” for several default criteria questions.
      • Updated looping logic so looping question types now include:
        • Answers configured as Always Included, and
        • Answers that meet the specified display conditions
  • Automated Alerts:
    • Added an export option to the “Alert History” modal based on customer feedback.
    • Updated labels to align with the new “Customer Success Reps” and Customer Success Manager” roles.
  • Replaced the legacy “Account Manager” field with “Customer Success Reps” and added a new “Customer Success Manager” field to scheduling intro emails.
  • Updated opportunity details in the profile view to display the new Customer Success Reps and Customer Success Manager roles in the Opportunity tab.
• Fixes:
  • Fixed an issue where the “Survey Date” column on the “Interview Eligible” tab displayed the current date for all published profiles.
  • Fixed an issue in the “Alert History” modal where, after searching for an account and closing the modal, only the most recently searched account was displayed.
  • Fixed an issue where outdated sales competency labels continued to appear in alert emails for programs with updated competencies.
  • Fixed an issue in Survey Builder where reordering answer options did not persist after saving.
  • Resolved several issues with the Discovery Session editing/analysis workflow + completed full end-to-end audit to ensure continuity between each stage.