HOW TO USE RELEASE SUMMARY
Tier1 2022.1 release is available as of January 2022.
The release notes offer a brief description of the improvements and new features. Tier1 has added more technical documentation such as APIs, feature retirements and data model changes in each release summary based on client feedback. Contact your Tier1 Client Services representative to learn more or provide feedback on what else would be valuable to see in the release summary.
Supported browsers and devices is updated each release to reflect what Tier1 currently supports.
CLIENT CENTER
SIMPLIFIED SEARCH
Finding the right information quickly is vital to business productivity. The new Simplified Search provides users a centralized location to search across all contacts, accounts, and interest subjects in a single search bar.
RECENTLY SEARCHED
Keying on the search input presents the recently searched keywords in a dropdown for user convenience. Selecting one of them executes the same search again.
RECENTLY VIEWED
Keying on the search input presents the recently viewed records in a dropdown for user convenience. Selecting one of them opens the record.
DIRECT MATCHES
Type ahead results from contacts, accounts, or interest subjects are displayed in the auto-complete without having to execute a full search.
ACTIONS
Users can instantly action on the results returned. For example: select a contact to launch contact profile view or have it display on the main grid.
CONSIDERATIONS
Before enabling the new simplified search, consider the following
If enabled, this new search will replace any search customizations and current search in Client Center. For example, if you customized an account search to only include accounts with account coverage, enabling this feature will disable the customization.
Simplified search will revert to current search if users perform an interest search.
SIMPLIFIED COVERAGE MANAGEMENT FORM
The coverage management forms have been redesigned to optimize user workflows and introduce approval process so that users can request coverage directly in CRM instead of emails or chat.
NEW CONTACT COVERAGE FORM
Users can create new coverage and manage existing coverage for contacts using the new coverage management form, which can be auto approved or configured to go through Salesforce approval process.
NEW ACCOUNT COVERAGE FORM
Users can create new coverage and manage existing coverage for accounts using the new coverage management form, which can be auto approved or configured to go through Salesforce approval process.
NEW MASS COVERAGE FORM
Administrators, managers can mass update the coverage records. If an employee moves to a new company, they can mass reassign the coverage records to another employee in the organization.
CONSIDERATIONS
Before enabling the new coverage forms, consider the following
Contact or account coverage records created from quick add contact and quick add account forms will go through the approval process if configured.
The new coverage forms do not have capabilities to manage complex coverage requirements such as multiple products or regions. Continue using our existing forms if your organization requires this capability.
Configure Salesforce approval processes on the account coverage or contact coverage objects to use the coverage approval workflows. Read Salesforce documentation on approval processes.
MULTI-LANGUAGE SUPPORT
Client Center is now available to support multi-language. Out of the box, the application is available in English. With this feature, administrators can customize the following features to support the language of the user.
Call Report Template
Mass Preference Manager
Profile View
Employment Change Form
Telephony dialogs
My Drafts dialog
CONSIDERATIONS
Most of Client Center can be translated into other languages, the following features will be added in a future release.
Picklist data in Client Center, for example, call report interaction types, meeting types, sub-types, task statuses.
Emails workflows initiated from Client Center.
CLIENT FEEDBACK
We have made improvements to Client Center based on feedback from all clients.
REPORTS & DASHBOARDS
Built using Salesforce’s powerful Lightning capabilities, the predefined reports provide a quick and easy way for managers, sales, and research analyst to assess client activities and their own activities. The following pre-packaged reports are available to use or modify.
For sales
Client Interests Last 30 Days
Client Preferences Last 30 Days
Client Notes & Files Last 30 Days
Client Emails Sent Last 30 Days
Client Call Reports Last 30 Days
For research analyst
Notes & Files I Own
Mass Emails I Sent
Interests and Preferences for Topics I Cover Last 30 Days
For managers
Total Call Reports by Employee and Type YTD
Total Client Call Reports by Type
Tier1 Login As (on behalf)
For everyone
Active Teams
Active Product Catalog
Covered Topics Grouped by Topic
The reports are added in the folders T1 Reports and T1 Admin Reports. Share the folder or save as new report into a folder that users have access to.
CALL REPORT IMPROVEMENTS
There are several improvements to interactions based on client feedback.
To give relationship managers a better view of account tasks, the interactions cube now can display account level tasks that are related to activity security, call reports, deals or custom objects that have account relationship. In addition, interactions cube also displays the call report based on all client attendees and all companies discussed.
Create call reports faster with a new call report template form that supports the call report layout that has been configured.
Call report draft columns is now configurable. For example, administrators can configure the interaction type columns to display based on what users use on call reports
Call report notifications can now be configured to not pre-filter products based on internal attendee’s product. Users often forgot to add all products and therefore not notify the entire coverage team.
Users can notify the employees covering the topic from the quick add interactions form.
Activity manager can be configured to display the account of a task if a task isn’t directly related to an account.
These two labels: task related to option and companies mentioned in the call request email notification can now be configured.
The new call report template form requires additional configuration to display all the fields in the call report and it supports custom field types: text, text area, checkbox, picklist, number, currency, percent fields. It only supports topics only and no other related list data such as attachments, attendees, products, notification.
SEARCH IMPROVEMENTS
There are two search improvements based on client feedback.
Users can see the search autocomplete return results matching the text from the related list search type. For example, on a search like Search Covered Accounts, if you search by employee David Park, the autocomplete will return accounts covered by David Park up to 50, in the previous release, the autocomplete would only find accounts which are named David Park.
In the previous releases, Client Center introduced an interoperable event that can be consumed by third party applications such as OpenFin. This event had three properties: search type performed, search tokens and the search string. In this release, Client Center can pass custom fields to the search tokens, such as external ids used by third party applications.
QUICK ADD CONTACT AND ACCOUNT IMPROVEMENTS
There are two improvements to the quick add contact and account form based on client feedback.
Address selection in quick add forms will support additional where clause, and prioritized sort so users see important addresses first.
Users can search for inactive contacts and reactivate them within the application. Previously admins had to re-activate contacts through Salesforce screens or customizations were needed to perform this workflow.
ADMINISTRATION IMPROVEMENTS
Telephony username and password are automatically encrypted when the credentials are mass uploaded during onboarding or manually updated from Salesforce. Previously administrator had to encrypt the username and passwords and then load the data, now administrators can load the username and password and Tier1 will encrypt it.
CONSUMPTION REPORTING
Tier1’s Consumption Reporting allows users to export interactions by client, such as emails, calls, analyst models, both analyst meetings and corporate access, for consumption submission as well as for internal reporting. In a few simple steps, followed by post validation of accuracy, users can upload the completed and comprehensive interactions report in the acceptable formats to the platforms their buy-side clients utilize ensuring that the firm is compensated for every interaction, with fewer rejected interactions while limiting manual data entry.
Tier1’s Consumption Reporting offers data mapping and data validation checks for the following buy side aggregator platforms:
A2
Bloomberg
Commcise
OneAccess
CorpAxe
Markit
Interaction Summary Report
The Interaction Summary Report (ISR) is an exportable report reflecting all interactions for selected filters and available for any internal or external use.
DATA MAPPING & DATA VALIDATION
Save time in your implementation with Tier1’s out of the box data mapping and data validation for the supported aggregators: A2, Bloomberg, Commcise, OneAccess, CorpAxe, Markit. If any aggregator mappings or validations change, Tier1 will be able to support these changes rapidly.
EXPORT SETTINGS
Improve efficiency by enabling user to configure settings including report format (CSV or XLS), Aggregator, Start and End Date. Users can further filter to
Include only interactions with a specific employee
Include only include analyst interactions
Include only primary account interactions
Include the entire account hierarchy
Choose which meeting types from Tier1 Events are included
Choose which interaction types from Call Reports
PREVIEW BEFORE EXPORTING
Previewing the data allows the user to view valid interactions and invalid interactions where valuable information has been left out. The Preview displays interaction records highlighting missing data and enabling the user to open a record, such as a Call Report or Tier1 Event to make any updates to the data where appropriate.
CONSIDERATIONS
Before enabling consumption reporting, consider the following
Clients must provide additional aggregators information and validate their interaction type mapping during onboarding. For existing clients who want to use Tier1’s Consumption Reporting, configuration adjustments to the interaction type mapping will be required.
Administrators can extend the error reason configuration to include additional data fields.
OneAccess is retiring their function as a buy side aggregator in 2022.
EVENTS SELL-SIDE
IMPROVED MEETING MANAGEMENT
Events enhances the tools available to Event Coordinators to manage virtual attendance, reduce the complexity of managing meeting locations, and display more event and meeting information to optimize booking workflows for sales professionals.
CLIENT FEEDBACK
IMPROVEMENTS TO MEETING BOOKING PROCESS
Events enhances meeting bookings process by automatically adding attendee’s address to the meeting, automatically adding the attendees and key participants of the event, dependent on event type, to all its meeting.
UPDATED TRAVEL AND LOGISTICS
In this release, Events introduces a new model for managing travel and logistics with the addition of ‘Trips’, replacing the previous ‘Travel Meetings’ feature in favor of a more tailored solution.
Each included service type (e.g., Car Service, Flight, Hotel) is equipped with relevant forms and fields.
The time zone in which a trip occurs is governed by the city in which the Origin and Destination Venue is hosted and displayed on each screen where the Trip is surfaced.
There is no migration planned for moving from ‘Travel Meetings’ to ‘Trips’, it is recommended that clients upgrading to the 2022.1 release of Tier1 Events start using the new model upon its promotion to their production org.
Custom screens and reports, including the marketing itinerary, will require modification to support the new ‘Trips’ model.
UPDATE EVENT SUMMARY SCREEN WITH CONTACT DETAILS
The contact detail pane surfaces and provides direct access to attendee information, including their contact details and each Event and Meeting into which they are an Attendee.
REPORTS AND DASHBOARDS
Built using Salesforce’s powerful Lightning capabilities, the predefined reports provide a quick and easy way for event coordinators and standard event users to assess upcoming and past event data and meeting information.
For event coordinators
Active Region list
All Meeting Requests Pending Approval
Events by City by Type
Client Attendance by Meeting Type
Client Attendance by Event Type
Client Attendees Declined/No Show
Events per Month by Type
For standard event users
Events with Open Slots for Booking
Upcoming Events
My Meeting Requests Pending Approval
My Meeting Requests Processed Last 90
CONVERT DATE TO DATE TIME FORMATTING
Event Collection, Events, Meetings, and Trips are each created in the time local to the time zone of their host city and displayed in the time local to the system time of the logged-in user.
MOBILE
MOBILE APP RELEASE
Mobile app on Apple Store and Google Play Store supports the last 3 managed packages of Mobile: Mobile 4.3, 4.2.1 and 4.0.
Submit a request to Tier1 if you require the mobile app to be distributed through your own app store or through Apple Business Manager.
NEW HOME PAGE
Users can access a new home page that will display their pending tasks, upcoming meetings, and recently viewed account, contact and draft call report records.
TASK ALERT
Users receive in app alert for their open tasks. Users will receive an alert on their reminder time or 8 AM on the due date if no reminder has been set.
SMART STORE ENHANCEMENT
In this release, Tier1 Mobile will use Salesforce's Smart Store to store offline data; in the previous releases, the app used the device's local storage. The following offline data is stored on Smart Store: draft call reports, draft meetings, draft tasks, current user and employee details, session info and lastly recent interests accounts, contacts. Only configuration and media storage are stored on local storage.
TIER1 FOR OUTLOOK
OMNIGAGE MASS EMAIL TRACKING
For mass emails delivered using CIA Omnigage, Tier1 for Outlook now records the associated Engagement Id for use in tracking metrics. This Engagement Id can be used to retrieve email metrics from CIA Omnigage APIs.
WEBVIEW2 INTEGRATION
Integration and utilization of the Microsoft WebView2 components as a basis to upgrade the browser-based workflows to an Edge-Chromium engine. In this release, the initial usage will be for the login workflow. This solves a known issues where users get script prompts from IE11 when logging into Tier1 for Outlook side panel.
CLIENT FEEDBACK
We have made improvements to Outlook plugin based on feedback from all clients.
FILTER OUT DOMAINS WHEN MATCHING AN EMAIL
As an administrator, you can now configure one or more domains to filter out when matching an email to find contacts. This should reduce the list significantly so that users can find actual missing contact emails. For example, exclude email matching for variations of the domains of your own organization such as @tier1fin.com, @tier1crm.com, @alessa.com, @satuit.com.
AUTOPOPULATE DEAL WHEN LOGGING CALL REPORTS FROM A MEETING
To accelerate logging deal call reports, the application now auto-populates the related to deal when logging a meeting as a call report. Users can still change the deal reference if it was incorrectly populated.
SECURITY ENGINE
WALL CROSSER GOVERNANCE EXTENSIBILITY
Extending the Wall Crosser Governance functionality, the Security Engine offers the ability to generate standard (csv) or custom (Salesforce) reports to view all Wall Crosser activities within a specific time period.
SHARING TEAM MANAGEMENT ENHANCEMENTS
Extending the Sharing Team Management functionality to offer clients the ability to support both Sharing Teams and Client Center Teams. Additionally, clients will now have the option to define membership to parent and child teams to minimize crossover between teams.
PRODUCT ARCHITECTURE
FIND DATA EASIER WITH SEARCH AND FILTER IMPROVEMENTS
In this release, we have made two improvements to help users find their data easier in all products. Select searches in Tier1 can be configured to use Salesforce's fuzzy matching text-based search language (SOSL). The two major reasons to consider switching are.
Users need to find data in other languages that have accented characters. For example, users can search Lancôme with either Lancôme or Lancome.
Users search for a phrase instead of one or two words.
SELECT SEARCHES IN TIER1 TO USE FUZZY MATCHING TEXT-BASED SEARCH LANGUAGE
Administrators can configure the following searches to use the text-based search language (SOSL). By default, this feature is disabled.
Accounts, top search is affected by a different configuration, see simplified search for additional information.
Contacts, top search is affected by a different configuration, see simplified search for additional information.
Employees.
Users.
Products.
Deals.
Event locations.
In addition, the search scope for each above object can be configured to be NAME, SIDEBAR, and ALL fields. Before you have enabled this feature, consider the following trade-offs with this new search behavior.
If enabled, the search scope will replace the configurable search fields. For example, if you have configured employee search to be Name, Alias, Department, Line of business, enabling this feature will revert to either NAME, SIDEBAR or ALL field search scope.
GRID FILTERS SUPPORT ACCENTED CHARACTER TRANSLATION
Users can filter grids using any accented or non-accented variation of a character. For example, filtering Estēe Lauder will find Estēe Lauder or Estee Lauder; filtering by Celine will Céline or Celine.
CONSIDERATIONS
If enabled, this new search will replace any search customizations. For example, if you customized an account search to only include accounts with account coverage, enabling this feature will disable the customization.
If enabled, the search scope will replace the configurable search fields. For example, if you have configured employee search to be Name, Alias, Department, Line of Business, enabling this feature will revert to either NAME, SIDEBAR or ALL field search scope