Release Letter - April 2018
General:
Spring is upon us and we decided to celebrate this with a solid feature release. This time you will find quite a few changes that you have asked us to develop and some changes to accommodate the requirements related to GDPR.
Sorting and filtering in Entry Groups
Some time ago, you asked us if we could create a feature that would help the agents to easily find the correct offer when you have a complex set of Entry group data. In this release we introduce a way for the agent to filter out the distinctive values in a column (similar to how you work with filtering values in Microsoft Excel, for example). We think you will like this one ☺
Detailed export of Time Usage
A couple of weeks ago some of you requested a feature where you can get each day specified in the export from Time Usage. Of course this only makes sense when you analyse a longer period of time.With this release you will find a new button in the Time Usage page that does exactly what you asked for – it creates an export where each day in the selected time period will be specified separately in the Excel file. It will look something like the picture below:
My redials in a calendar view
In My redials, some of you found it a bit hard to get a good overview of how the redials were distributed over time. After a very creative dialogue with those of you who requested this, we decided to create a calendar view where your redials are plotted. In the picture below, I’ve created some redials for the rest of this month so that you can get a picture of what it looks like.
Simplified user interface
In the context of cleaning up the user interface, we’ve changed the way you work with colour themes, layout of the Contact page and some other settings. When you are not on the Contact page, you will find an icon with your initials in the top right corner. When you click this icon, your available settings will be made available. On the contact page, you will find the settings that apply to this particular page. We selected this approach as it is something that is widely used on web systems, so you will find your way quite easily.
Automatic “Address” in appointment bookings
A couple of months ago we introduced a feature that automatically puts lead data in the appointment details. We’ve now added a function that automatically enters the address of the lead Into the address field of the appointment. This could even be made into a link to the exact location on Google Maps, for example.
Feature permission to access call recordings
In some cases you may want to limit the access to listen to or download recordings from agent calls. With new rules about storing personal data being formed you may even want to differentiate between “listening” and “downloading” for some users. In this release we have added 2 new feature permissions that you can set on any level or role of your organisation.
Batch rescheduling of My redials
When you have many redials and you want to reschedule many or all in one go, it can be quite time consuming to work with them one by one. To save you some time and clicks, we have introduced a small feature where you simply select the redials you want to reschedule (maybe all) and a simple menu will slide in from the right. Here you can select the time and simply schedule them all in one go.
Limited role assignment
In previous releases there has been a possibility for admin users to assign roles with feature permissions that they, themselves, did not have access to. This could potentially lead to security issues and therefore we have now created a limitation that makes this impossible. Admins can from this release only assign roles and permissions that they already have access to.
Fixes and Improvements
- Cleaned up reports so that it only shows data that you have selected (4227)
- Editing the lead phone number before calling it now works again (4236)
- Fixed a minor graphical issue with line breaks in Lead admin for users of FireFox and Microsoft Edge (4241)
- Date Picker in Favourite reports now selects the correct time frames when filtering on custom dates (4276)
- Released VIP-redials now respect campaign permissions (4225)
- Fixed a problem where agent passwords could be changed unintentionally by admins (4212)
- Fixed Entry Group Data so that deleted fields are not shown under any circumstances (4200)
- Clone lead does no longer affect the original lead in any way (4154)
- Fixed date filter on Access Log (4127)
- You no longer need to select Duplicate key when updating existing leads (3644)
- Working with filters in Favourite Reports no longer builds up reports in Report Admin (4196)
- Other minor changes include (but is not limited to):
- Reported flaws in the user interface
- Correction of tool tips
- Missing translations of English terms
Feature article
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