2023.4 Release Summary
- 14 Aug 2024
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2023.4 Release Summary
- Updated on 14 Aug 2024
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HOW TO USE RELEASE SUMMARY
The final release and release upgrade will be available on September 25, 2023.
The release notes offer a brief description of the improvements and new features. 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
Simplified search displays the autocomplete results in a column format instead of row format so that users can see more results in readable format. In previous releases when you search for a generic term, the autocomplete height constrained the number of results that the application could display which made it less useful to the user. If you have the simplified search enabled, then this feature is enabled by default.
CALL REPORTS
In certain use cases, a user would meet with clients to discuss an account that they do not directly work for, such as a board member, a consultant, or an external auditor. When users log a call report with these contacts, the application would automatically assign the contact’s account on the call report, which is incorrect. Call reports has been enhanced in this release to support this use case.
Users can directly populate the account field on the call report form.
Users can conveniently click on the add external participant button to add contacts from the selected account. If the contact is at a different account, users can still search for the contact. If the contact was selected first, then the user can also update the account field to be a different account.
If enabled, the add external participant form also supports displaying indirect contacts from the Salesforce feature contacts from multiple account feature.
Lastly, administrators can also configure the deeplink to open a call report with account pre-selected using the following URL parameter, accountId. For example, the following URL opens a new call report with the account pre-selected.
/apex/T1C_Base__ACEActivityReport?layoutPath=ACE.ActivityReport.Layouts.CallReport&accountId=001Hp00002cJ9dgIACThis feature is disabled by default.
ACTIVITY RADAR
Activity Radar has two significant improvements to help users view the data in their coverage and use common filters to find what they need quicker.
The in my coverage option can now be configured to display call reports from your coverage hierarchy. In the previous release, in my coverage only displayed call reports directly from the accounts or contacts that a user covered.
This feature requires Tier1 Security Engine to enable and is disabled by default.
The following filters have been introduced and are sticky to the user.
Call reports have type, meeting type, subtype, and topics filter.
Meetings from Tier1 Events have a meeting type, and topics filter.
Meetings have type filter.
Tasks have type filter.
In addition, the users have an option to clear and reset all filters applied. This applies to the left panel, object filter, and the new filters described above. The filters are default enabled, but the filters are default not sticky, administrators must enable the filter to be sticky.
EVENTS - SELL SIDE
PORTAL (PILOT)
Tier1 Portal uses Salesforce Experience Cloud to deliver a secure online platform that allows your organization to interact and share event information with your clients. The portal offers these key benefits:
Convenience and accessibility: A portal provides clients with 24/7 access to view events information from anywhere with an internet connection. This convenience eliminates the need for clients to visit physical offices or make phone calls to obtain information, which can save time and effort.
Event sharing and real time tracking: Your organization can securely share corporate access, deals, analyst marketing and other events with clients through the portal. This eliminates the need for disparate communication channels or email attachments, reducing the risk of delivery and engagement. Your organization can use the client portals to update clients on the status of ongoing events. Clients can track progress in real time, reducing the need for frequent status inquiries.
Self-service options: The portal will enable clients to perform certain self-service tasks, such as viewing events information, scheduling appointments, or submitting requests for participation. This empowers clients to take control of their interactions.
Reduction in administrative work: Automation features within the portal can help reduce manual administrative tasks. For instance, automated appointment scheduling, can free up staff to focus on more strategic activities.
In this pilot release, the following main workflow is supported.
Users can use the new event invitation screen to invite client contacts to an event so they can self-register to the available meetings. The event invitation screen can be access directly in the events’ context menu, in Client Center by drag & drop of client contacts to an event on the events cube. On the invitation screen, users can search for contacts, select contacts from an account, or use existing lists to add contacts.
The invited client contacts will receive an event invitation email. They can click the event on the email to login to the portal. If they do, they will receive an email with a passwordless one-time access code to access the event in the portal.
The invited clients can then view the event on the portal, and then choose an available meeting timeslot. When confirming a booking, they can choose whether they are attending physically or virtually.
After confirming the booking, the invited client will receive a booking confirmation email, or they can download the calendar (ICS) file and add it to their calendar. The client contact’s attendance status will be changed to confirmed in Tier1 Events.
In addition, the portal supports the following features.
Client contacts can decline an event or unsubscribe to future event invitation emails.
The client contacts can click my meetings to view all their invitations, confirmed upcoming events, past events, and declined events.
If all the available meetings are already taken, or none of the available timeslot’s work for the client, they can click a button to contact the host via email.
During the invitation process, the user will have invitation options such as whether individual client contacts or account should be invited to all meeting types or only to group meetings.
At the end of the invitation process, users can export the list of invited clients, with success and failure reasons. Standard events and booking restrictions validation check are in place to ensure clients gain access to the correct meetings.
Enabling portal will require additional licenses. Contact Tier1 for more details.
CONSUMPTION REPORTS (PILOT)
To support the consumption reports pilot integration with Commcise, Tier1 Events has introduced several new fields on the meeting form that is required for consumption reporting. By default, the fields are disabled on the meeting form. Administrators can either enable the fields on the meeting form or keep it disabled and then populate them using automation.
MOBILE
VIEW EVENTS
Tier1 Mobile Now is introducing events on the mobile application to give users more capabilities on the road. In this release, users can view events and its meetings.
The following features are supported for the initial release.
Users can use the same saved searches defined in Tier1 Events to filter the list of events they see. They can further find the events they are looking for using the date filters, text filters, or sort.
Users can view important event details such as the name, type, date, city, first few key participants, and the event coordinator.
User can then tap on the event to view all the event key participants and all its meetings.
Furthermore, users can tap on a meeting detail to view its location, and meeting attendees.
By default, the events menu is disabled.
CONSUMPTION REPORTS
COMMCISE INTEGRATION (PILOT)
Tier1 is introducing a powerful two-way integration with Commcise to arm your users with high-quality, contextually relevant data directly within Client Center. The integration offers three key benefits.
Streamline and optimize the interaction distribution process, allowing you to redeploy your resources to more strategic tasks and maximize profitability.
Leverage interaction data that has been cleansed, priced, and enriched with buy-side feedback to better meet clients’ needs.
Highlight the aspects of contracts and invoices most important to your business to avoid missed billing opportunities.
In this pilot release, the following features are supported.
INTERACTION DATA QUALITY, PRICING, AND FEEDBACK
After a day, users can view data quality issues with their call reports and Tier1 meetings in activity radar and activity manager interactions tab. They can update the interaction directly or ask their admin to update it so that interaction data is accurate for consumption reporting.
Users can also view the interaction pricing and asset manager feedback provided by Commcise to attribute value to the interactions and to the employees.
MIFID STATUS AND UTILIZATION
Users can view the account’s MIFID status, their utilization and a summary of the active contracts value and total interaction pricing by account.
CONTRACTS AND ENTITLEMENTS
Users can select an account and view the full list of contracts by date and which clients contacts are the entitled.
INTEGRATION OVERVIEW
Power users can use a new Salesforce account report that has the Commcise required fields so that they can upload the accounts into Commcise. The process to upload new accounts is manual so your power users or administrators must upload the accounts at a regular cadence.
Administrators can schedule nightly or run on demand sequential batch jobs that pushes contacts to Commcise, sync call reports and Tier1 meetings data, receive contracts from Commcise, and then calculate the active contract value by account and total interaction pricing by account. The following image summarizes the integration flow. Contact Tier1 for more detailed field mapping and its configuration.
To support troubleshooting of the batch jobs, one new object called Commcise log has been added to log any API requests to Commcise and two new objects called batch upload and batch upload entities have been added to log any data that is being sent to Commcise. Administrators and support staff can schedule or run these reports to monitor or troubleshoot issues.
Enabling Commcise integration will require additional license. Contact Tier1 for more details.
PROSPECTOR
PERFORMANCE
In this release, Tier1 Prospector Update Service has been updated to resolve issues and to optimize the daily updates for contacts, accounts, and interest subjects.
ARCHITECTURE
ACCESSIBILITY
Tier1 strives for compliance with Web Content Accessibility Guidelines (WCAG) 2.1 level AA and have improved the following accessibility usage in the application.
Arrow keyboard navigation through column header, column filter, and grid cells.
Tab key to navigate forward through column header, column filter, and grid cells. Tab and Shift keys to navigate backward through column header, column filter, and grid cells.
Enter key on column header to sort the column.
Enter key on text filters to edit filter criteria and Esc key to set focus on outer filter cell.
Enter key on text input, dropdown, text area, and dates to select or confirm the data.
Note that if you tab from the last column header, the focus will be on the first column filter; if you tab and shift from the first column filter, the focus will be on the last column header. If you tab from the last column filter, the focus will be on first grid cell; shift and tab from the first grid cell, the focus will be on the last column filter.
TEST AUTOMATION
Tier1 has implemented a unique object identifier called testId on the following forms: interaction report, bulk call reports, quick edit account, quick add account, quick edit contact forms.
DATA MODEL CHANGES
NEW OBJECTS
OBJECT LABEL | OBJECT API | DESCRIPTION |
|---|---|---|
Call Report Pricing/Feedback | T1_CR__Call_Report_Pricing_Feedback__c | The pricing and feedback associated with a call report for a specific Account |
Commcise Log | T1_CR__Commcise_Log__c | Endpoint and response of consumption reporting Commcise API calls |
Consumption Contract | T1_CR__Consumption_Contract__c | Contract status and information for asset managers |
Consumption Contract Contact | T1_CR__Consumption_Contract_Contact__c | Contract details regarding which contacts are entitled to consume |
Consumption Contract Info | T1_CR__Consumption_Contract_Detail__c | Contract details such as currency, amount, period, region, asset class, mifid impacted. |
Meeting Data Quality | T1C_AEM__Meeting_Data_Quality__c | Object that stores the data quality information being passed from external data provider. |
Meeting Pricing/Feedback | T1C_AEM__Meeting_Pricing_Feedback__c | The pricing and feedback associated with a Meeting for a specific Account |
Portal Meeting Ticket | T1C_AEM__Portal_Meeting_Ticket__c | The ticket object used to keep track of user reservations to a specific seat in a meeting slot. Only to be used in cases of limited seating capacity for meetings |
Update Service Tracking | T1C_DH__Update_Service_Tracker__c | Singleton row data object for tracking update service batch activities. Not meant for external access or update. |
Upload Batch | T1_CR__Upload_Batch__c | A log file used to track the status and content of a batch upload. |
Upload Batch Entity | T1_CR__Upload_Batch_Entity__c | A relationship object between a batch job and a target object for that upload. |
NEW FIELDS
OBJECT API | FIELD LABEL | FIELD TYPE | DESCRIPTION |
|---|---|---|---|
Account | Contract End | Date/Time | The end date of the contract associated with the account. |
Account | Contract Start | Date/Time | The start date of the contract associated with the account. |
Account | Id Case Insensitive | Formula (Text) | 18 character case insensitive account Id |
Account | Mifid Status | Picklist | The current Mifid status associated with the account. |
Account | Total Contract Amount | Currency(18, 0) | The total calculated broker contract amount. |
Account | Total Contract Amount (AM) | Currency(18, 0) | The total calculated contract amount related to the asset manager. |
Account | Total Interaction Client Value | Currency(18, 0) | The total calculated client interaction value |
Account | Total Interaction Client Value (AM) | Currency(18, 0) | The total calculated client interaction asset manager value |
Contact | AEM Portal Do Not Email | Checkbox | Field denoting that this Contact should no receive email invitations for public AEM Events via the invitation dialog |
Contact | Asset Class | Picklist | Asset class contact is primarily focused on |
Contact | Last Commcise Send | Date/Time | The last time the Contact was sent to Commcise |
T1_CR__Call_Report_Pricing_Feedback__c | Account | Lookup(Account) | The account associated with the pricing and feedback |
T1_CR__Call_Report_Pricing_Feedback__c | Approval Status | Number(18, 0) | Gives information whether the interaction is (Approved/Force Approved) |
T1_CR__Call_Report_Pricing_Feedback__c | Call Report | Master-Detail(Call Report) | The parent Call Report associated with the pricing / feedback |
T1_CR__Call_Report_Pricing_Feedback__c | Client Comment | Long Text Area(32768) | Client feedback comment |
T1_CR__Call_Report_Pricing_Feedback__c | Client Reason | Text(255) | Client feedback reason |
T1_CR__Call_Report_Pricing_Feedback__c | Client Value | Currency(18, 0) | Price derived using client rate card in the broker's default currency. Although these can be configured AM/broker specific too |
T1_CR__Call_Report_Pricing_Feedback__c | Client Value (AM) | Currency(18, 0) | Price derived using client rate card in the asset manager default currency. Although these can be configured AM/broker specific too |
T1_CR__Call_Report_Pricing_Feedback__c | Consumption Reporting Status | Picklist | Consumption Reporting publication status of this interaction. Calculated by Tier1 and external data provider |
T1_CR__Call_Report_Pricing_Feedback__c | Currency | Text(255) | Broker's default currency |
T1_CR__Call_Report_Pricing_Feedback__c | Currency (AM) | Text(255) | Asset manager's default currency |
T1_CR__Call_Report_Pricing_Feedback__c | Feedback Date | Formula (Date) | Client feedback date derived from Feedback Datetime |
T1_CR__Call_Report_Pricing_Feedback__c | Feedback DateTime | Date/Time | Client feedback datetime |
T1_CR__Call_Report_Pricing_Feedback__c | Last Material Edit Date | Date/Time | Last material edit datetime. Used to calculate interaction status |
T1_CR__Call_Report_Pricing_Feedback__c | Last Published Date | Date/Time | Last published datetime. Used to calculate interaction status |
T1_CR__Call_Report_Pricing_Feedback__c | Merge Status | Number(18, 0) | Status of interaction merge that was done externally |
T1_CR__Call_Report_Pricing_Feedback__c | Outcome | Text(255) | Client feedback outcome reason |
T1_CR__Call_Report_Pricing_Feedback__c | Outcome Comment | Long Text Area(32768) | Client feedback outcome reason comment |
T1_CR__Call_Report_Pricing_Feedback__c | Pre-Approval Status | Number(18, 0) | PreApproval status. Used to calculate interaction status |
T1_CR__Call_Report_Pricing_Feedback__c | Publish Status | Number(18, 0) | Publish status. Used to calculate interaction status |
T1_CR__Call_Report_Pricing_Feedback__c | Quality Status | Number(18, 0) | Quality status. Used to calculate interaction status |
T1_CR__Call_Report_Pricing_Feedback__c | Red Line Value | Currency(18, 0) | Minimum price setup by broker in the broker's default currency |
T1_CR__Call_Report_Pricing_Feedback__c | Red Line Value (AM) | Currency(18, 0) | Minimum price setup by broker in the asset manager's default currency |
T1_CR__Call_Report_Pricing_Feedback__c | Reject Status | Number(18, 0) | Gives information if the interaction is rejected |
T1_CR__Call_Report_Pricing_Feedback__c | Standard Value | Currency(18, 0) | Standard rate card price in the broker's default currency |
T1_CR__Call_Report_Pricing_Feedback__c | Standard Value (AM) | Currency(18, 0) | Standard rate card price in the asset manager's default currency |
T1_CR__Call_Report_Pricing_Feedback__c | System | Text(255) | Client feedback system |
T1_CR__Commcise_Log__c | End Point | Text(200) | Commcise API endpoint |
T1_CR__Commcise_Log__c | Response | Long Text Area(32768) | Commcise API response |
T1_CR__Consumption_Contract__c | Asset Manager | Lookup(Account) | Asset manager who this contract is for |
T1_CR__Consumption_Contract__c | Contract Status | Picklist | Contract status |
T1_CR__Consumption_Contract__c | Description | Long Text Area(32768) | Free form comments or description |
T1_CR__Consumption_Contract__c | ExternalId | Text(255) (External ID) | Contract Id from external system |
T1_CR__Consumption_Contract__c | Investor Contact | Text(255) | Free form text of the primary point of contact from the asset manager |
T1_CR__Consumption_Contract__c | Provider Contact | Text(255) | Free form text of the primary point of contact from broker |
T1_CR__Consumption_Contract_Contact__c | Consumption Contract Info | Master-Detail(Consumption Contract Info) | |
T1_CR__Consumption_Contract_Contact__c | Contact | Lookup(Contact) | Contact who is entitled |
T1_CR__Consumption_Contract_Contact__c | End Date | Date/Time | End date/time of entitled contact |
T1_CR__Consumption_Contract_Contact__c | ExternalId | Text(255) (External ID) | Contract Id from external system |
T1_CR__Consumption_Contract_Contact__c | Start Date | Date/Time | Start date/time of entitled contact |
T1_CR__Consumption_Contract_Detail__c | Asset Manager | Lookup(Account) | Asset manager who this contract detail is for. May differ from the contract's asset manager due to account hierarchy or legal entity structure |
T1_CR__Consumption_Contract_Detail__c | Asset Manager Amount | Currency(16, 2) | |
T1_CR__Consumption_Contract_Detail__c | Asset Manager Currency | Picklist | Asset manager's currency |
T1_CR__Consumption_Contract_Detail__c | Broker Amount | Currency(16, 2) | Broker's base amount in the broker/organization's currency |
T1_CR__Consumption_Contract_Detail__c | Broker Currency | Picklist | Broker's currency which is equivalent to the organization's default currency |
T1_CR__Consumption_Contract_Detail__c | Consumption Contract | Master-Detail(Consumption Contract) | |
T1_CR__Consumption_Contract_Detail__c | Description | Long Text Area(32768) | Free form comments or description |
T1_CR__Consumption_Contract_Detail__c | End Date | Date/Time | End date and time of the contract |
T1_CR__Consumption_Contract_Detail__c | ExternalId | Text(255) (External ID) | Contract details Id from external system |
T1_CR__Consumption_Contract_Detail__c | Mifid Impacted | Checkbox | Whether account is impacted by Mifid for this contract |
T1_CR__Consumption_Contract_Detail__c | Payment Frequency | Text(255) | Frequently of payment. Most of the time it's by yearly or quarterly |
T1_CR__Consumption_Contract_Detail__c | Priority | Number(18, 0) | Priority order of the contract |
T1_CR__Consumption_Contract_Detail__c | Region | Lookup(Region) | |
T1_CR__Consumption_Contract_Detail__c | Region Text | Text(255) | Region of the contract |
T1_CR__Consumption_Contract_Detail__c | Start Date | Date/Time | Start date and time of the contract |
T1_CR__Consumption_Contract_Detail__c | Start Year | Formula (Text) | Returns year of the contract |
T1_CR__Consumption_Contract_Detail__c | Year | Formula (Date) | |
T1_CR__Upload_Batch__c | Job Id | Text(255) | The server's reported id associated with this list of content. |
T1_CR__Upload_Batch__c | Status | Picklist | The current status of the batch job as claimed by the server. |
T1_CR__Upload_Batch__c | Type | Picklist | |
T1_CR__Upload_Batch_Entity__c | Entity Id | Text(18) | Generic Id for the uploaded data. |
T1_CR__Upload_Batch_Entity__c | Upload Batch | Master-Detail(Upload Batch) | The batch job associated. |
T1C_AEM__Aem_Event__c | Invite Status | Picklist | |
T1C_AEM__Event_Attendee__c | Invitation Meeting Access | Picklist | |
T1C_AEM__Event_Attendee__c | Invitation Sent Time Stamp | Date/Time | Date and time of Event invitation sent |
T1C_AEM__Event_Attendee__c | Invitation Account Restricted | Checkbox | Whether or not the Event Attendee can only be invited to Meetings wherein the attendee's Account is already booked in. |
T1C_AEM__Event_Attendee__c | Invitation Attendance Type | Checkbox | Whether or not the Event Attendee can only be invited to Meetings wherein the attendee's Account is already booked in. |
T1C_AEM__Event_Attendee__c | Invitation Sent | Checkbox | Whether an invitation to the Event has been sent out or not |
T1C_AEM__Meeting__c | Interaction Mode | Picklist | Determines the mode or channel of the interaction |
T1C_AEM__Meeting__c | Interaction Purpose | Picklist | Determines the reason for the interaction |
T1C_AEM__Meeting__c | Interaction Subtype | Picklist | Determines the size / structure of the meeting |
T1C_AEM__Meeting__c | Is Billable | Checkbox | Determines whether a meeting is billable |
T1C_AEM__Meeting__c | Last Commcise Receive | Date/Time | Last time interaction was updated by batch |
T1C_AEM__Meeting__c | Last Commcise Send | Date/Time | Last time interaction was sent by batch |
T1C_AEM__Meeting_Data_Quality__c | Error Id | Text(255) | Error Id of the data quality check |
T1C_AEM__Meeting_Data_Quality__c | Meeting | Master-Detail(Meeting) | Meeting of the data quality check |
T1C_AEM__Meeting_Data_Quality__c | Severity | Text(255) | Severity of the data quality check |
T1C_AEM__Meeting_Data_Quality__c | Description | Long Text Area(32768) | Full description of the data quality check |
T1C_AEM__Meeting_Pricing_Feedback__c | Outcome Comment | Long Text Area(32768) | Client feedback outcome reason comment |
T1C_AEM__Meeting_Pricing_Feedback__c | Client Comment | Long Text Area(32768) | Client feedback comment |
T1C_AEM__Meeting_Pricing_Feedback__c | Feedback Date | Formula (Date) | Client feedback date derived from Feedback Datetime |
T1C_AEM__Meeting_Pricing_Feedback__c | Red Line Value (AM) | Currency(18, 0) | Minimum price setup by broker in the asset manager's default currency |
T1C_AEM__Meeting_Pricing_Feedback__c | Client Value | Currency(18, 0) | Price derived using client rate card in the broker's default currency. Although these can be configured AM/broker specific too |
T1C_AEM__Meeting_Pricing_Feedback__c | Quality Status | Number(18, 0) | Quality status. Used to calculate interaction status |
T1C_AEM__Meeting_Pricing_Feedback__c | Standard Value | Currency(18, 0) | Standard rate card price in the broker's default currency |
T1C_AEM__Meeting_Pricing_Feedback__c | Meeting | Master-Detail(Meeting) | The parent Meeting associated with the pricing / feedback |
T1C_AEM__Meeting_Pricing_Feedback__c | Publish Status | Number(18, 0) | Publish status. Used to calculate interaction status |
T1C_AEM__Meeting_Pricing_Feedback__c | Client Value (AM) | Currency(18, 0) | Price derived using client rate card in the asset manager default currency. Although these can be configured AM/broker specific too |
T1C_AEM__Meeting_Pricing_Feedback__c | Standard Value (AM) | Currency(18, 0) | Standard rate card price in the asset manager's default currency |
T1C_AEM__Meeting_Pricing_Feedback__c | Reject Status | Number(18, 0) | Gives information if the interaction is rejected |
T1C_AEM__Meeting_Pricing_Feedback__c | Approval Status | Number(18, 0) | Gives information whether the interaction is (Approved/Force Approved) |
T1C_AEM__Meeting_Pricing_Feedback__c | Currency (AM) | Text(255) | Asset manager's default currency |
T1C_AEM__Meeting_Pricing_Feedback__c | Account | Lookup(Account) | The account associated with the pricing and feedback |
T1C_AEM__Meeting_Pricing_Feedback__c | Last Published Date | Date/Time | Last published datetime. Used to calculate interaction status |
T1C_AEM__Meeting_Pricing_Feedback__c | Consumption Reporting Status | Picklist | Consumption Reporting publication status of this interaction. Calculated by Tier1 and external data provider |
T1C_AEM__Meeting_Pricing_Feedback__c | Red Line Value | Currency(18, 0) | Minimum price setup by broker in the broker's default currency |
T1C_AEM__Meeting_Pricing_Feedback__c | System | Text(255) | Client feedback system |
T1C_AEM__Meeting_Pricing_Feedback__c | Last Material Edit Date | Date/Time | Last material edit datetime. Used to calculate interaction status |
T1C_AEM__Meeting_Pricing_Feedback__c | Currency | Text(255) | Broker's default currency |
T1C_AEM__Meeting_Pricing_Feedback__c | Outcome | Text(255) | Client feedback outcome reason |
T1C_AEM__Meeting_Pricing_Feedback__c | Client Reason | Text(255) | Client feedback reason |
T1C_AEM__Meeting_Pricing_Feedback__c | Feedback DateTime | Date/Time | Client feedback datetime |
T1C_AEM__Meeting_Pricing_Feedback__c | Merge Status | Number(18, 0) | Status of interaction merge that was done externally |
T1C_AEM__Meeting_Pricing_Feedback__c | Pre-Approval Status | Number(18, 0) | PreApproval status. Used to calculate interaction status |
T1C_AEM__Portal_Meeting_Ticket__c | Account | Lookup(Account) | |
T1C_AEM__Portal_Meeting_Ticket__c | Meeting | Master-Detail(Meeting) | The meeting that this ticket will hold a seat for |
T1C_AEM__Portal_Meeting_Ticket__c | Contact | Lookup(Contact) | The reserving contact for this ticket. This field is used in validations as well as to mark ownership of the ticket |
T1C_AEM__Portal_Meeting_Ticket__c | User | Lookup(User) | The user record that's reserving this ticket |
T1C_AEM__Portal_Meeting_Ticket__c | Reserve Expiry Time | Date/Time | The hold time after which the ticket's reservation expires |
T1C_Base__Employee__c | Asset Class | Picklist | Asset class employee is primarily focused on |
T1C_DH__Update_Service_Tracker__c | Row Identifier | Number | Unique restricted row identifier to ensure singleton existence. |
T1C_DH__Update_Service_Tracker__c | Log Message | Text | Job log/error message from batch processing. |
T1C_DH__Update_Service_Tracker__c | Paged Securities Update Status | Text | Status of the last run of the update mapped securities batch. |
T1C_DH__Update_Service_Tracker__c | Delete Account Fields Job Status | Text | Status of the last run of the account fields log deletion. |
T1C_DH__Update_Service_Tracker__c | Paged Contacts Update Status | Text | Status of the last run of the update mapped contacts batch. |
T1C_DH__Update_Service_Tracker__c | Full Update Status | Text | Status of the last run of a full update. |
T1C_DH__Update_Service_Tracker__c | Delete Security Fields Job Run Date | Date/Time | Timestamp of the last batch run for deleting security fields logging. |
T1C_DH__Update_Service_Tracker__c | Mapped Contacts Update Status | Text | Status of the last run of the update mapped contacts batch. |
T1C_DH__Update_Service_Tracker__c | Incremental Update Status | Text | Status of the last incremental update run. |
T1C_DH__Update_Service_Tracker__c | Paged Securities Update Date | Date/Time | Timestamp of the last batch run for updating mapped securities. |
T1C_DH__Update_Service_Tracker__c | Mapped Securities Update Date | Date/Time | Timestamp of the last batch run for updating mapped securities. |
T1C_DH__Update_Service_Tracker__c | Update Service Cron Id | Text(255) | Identifier of the cron instance used to periodically fire the batch update process(es). |
T1C_DH__Update_Service_Tracker__c | Securities Deactivation Date | Date/Time | Timestamp of the last security deactivition batch run. |
T1C_DH__Update_Service_Tracker__c | Incremental Update Date | Date/Time | Timestamp of the last incremental batch run. |
T1C_DH__Update_Service_Tracker__c | Update Service Batch Id | Text(255) | Identifier of the last update batch in progress. |
T1C_DH__Update_Service_Tracker__c | Update Account Country Id List | Long Text Area | Last list of account country identifiers used in batch processing. |
T1C_DH__Update_Service_Tracker__c | Update Account Type Id List | Long Text Area | Last list of account type identifiers used in batch processing. |
T1C_DH__Update_Service_Tracker__c | Log Message Date | Date/Time | Timestamp of the associated job log/error message. |
T1C_DH__Update_Service_Tracker__c | Delete Security Fields Job Status | Text | Status of the last run of the security fields log deletion. |
T1C_DH__Update_Service_Tracker__c | On Complete Job Status | Text | Status of the last complete batch run. |
T1C_DH__Update_Service_Tracker__c | Contacts Deactivation Date | Date/Time | Timestamp of the last contact deactivition batch run. |
T1C_DH__Update_Service_Tracker__c | Mapped Accounts Update Date | Date/Time | Timestamp of the last batch run for updating mapped accounts. |
T1C_DH__Update_Service_Tracker__c | Mapped Contacts Update Date | Date/Time | Timestamp of the last batch run for updating mapped contacts. |
T1C_DH__Update_Service_Tracker__c | Accounts Deactivation Status | Text | Status of the last account deactivation batch run. |
T1C_DH__Update_Service_Tracker__c | Delete Contact Fields Job Run Date | Date/Time | Timestamp of the last batch run for deleting contact fields logging. |
T1C_DH__Update_Service_Tracker__c | Delete Contact Fields Job Status | Text | Status of the last run of the contact fields log deletion. |
T1C_DH__Update_Service_Tracker__c | Full Update Date | Date/Time | Timestamp of the last full service update run. |
T1C_DH__Update_Service_Tracker__c | Paged Accounts Update Date | Date/Time | Timestamp of the last batch run for updating mapped accounts. |
T1C_DH__Update_Service_Tracker__c | Paged Contacts Update Date | Date/Time | Timestamp of the last batch run for updating mapped contacts. |
T1C_DH__Update_Service_Tracker__c | Contacts Deactivation Status | Text | Status of the last contact deactivation batch run. |
T1C_DH__Update_Service_Tracker__c | Securities Deactivation Status | Text | Status of the last security deactivation batch run. |
T1C_DH__Update_Service_Tracker__c | Mapped Securities Update Status | Text | Status of the last run of the update mapped securities batch. |
T1C_DH__Update_Service_Tracker__c | Last Successful Incremental Update Date | Date/Time | Timestamp of the last successful incremental batch run. |
T1C_DH__Update_Service_Tracker__c | Delete Account Fields Job Run Date | Date/Time | Timestamp of the last batch run for deleting account fields logging. |
T1C_DH__Update_Service_Tracker__c | Update Security Issuing Country Id List | Long Text Area | Last list of security issuing country identifiers used in batch processing. |
T1C_DH__Update_Service_Tracker__c | Delete Logs Job Status | Text | Status of the last run of the log records deletion. |
T1C_DH__Update_Service_Tracker__c | Delete Logs Job Run Date | Date/Time | Timestamp of the last batch run for deleting update logging records. |
T1C_DH__Update_Service_Tracker__c | Update Service Sequence Number | Number | Datahub sequence number of last applied batch update. |
T1C_DH__Update_Service_Tracker__c | Accounts Deactivation Date | Date/Time | Timestamp of the last account deactivition batch run. |
T1C_DH__Update_Service_Tracker__c | Mapped Accounts Update Status | Text | Status of the last run of the update mapped accounts batch. |
T1C_DH__Update_Service_Tracker__c | On Complete Job Run Date | Date/Time | Timestamp of the last complete batch run. |
T1C_DH__Update_Service_Tracker__c | Paged Accounts Update Status | Text | Status of the last run of the update mapped accounts batch. |
FEATURE RETIREMENT
QUICK ADD INTERACTION
WHAT IS CHANGING
The quick add interaction form is being retired as of 2024.1 and will no longer be supported by Tier1.
WHY ARE WE RETIRING THIS FEATURE
The new bulk call reports form enhances and replaces the quick add interaction form.
WHAT ACTION TO TAKE
Once your instance is upgraded to at least version 2023.2, consider upgrading to the bulk call report form. Please contact Tier1 for implementation details.
BULK ADD TO LISTS
WHAT IS CHANGING
The bulk add to list feature is being retired as of 2024.2 and will no longer be supported by Tier1.
WHY ARE WE RETIRING THIS FEATURE
The new bulk manage list feature enhances and replaces the bulk add to list feature. The bulk manage list feature also supports bulk removal.
WHAT ACTION TO TAKE
Once your instance is upgraded to at least 2023.3, consider upgrading to the bulk manage list feature. Please contact Tier1 for implementation details.
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