2023.5 Release Summary

HOW TO USE RELEASE SUMMARY

The final release and release upgrade will be available on December 15, 2023.

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.

TIER1 FINANCIAL SOLUTIONS AND GLOBAL SOURCE DIRECT

Tier1 and Global Source Direct (GSD) will now provide advanced contact and list management features, fueled by preference-backed data sets, within an institutive content creation and distribution portal, to enhance the research distribution and consumption experience for analysts and readers. Empowering users to create and manage their own virtual, customized client and content management platform with mission-critical features, integrated into one holistic experience. This means more than just convenience – it's about elevating your ability to deliver exceptional service and insights to your clients. With this integration, users can

1. Author content in GSD and publish to clients that are subscribed to receive the research in Tier1’s preference manager.

2. View readership activity in Tier1 Client Center.

CLIENT CENTER

CLIENT FEEDBACK

The following features in Client Center have been improved based on user feedback.

• Activity radar in my coverage option can now be configured to display call reports, tasks, and meetings that are explicitly granted access for the user through sharing records. This allows client integration to provide the sharing records using hierarchy structure.

• Users can view all their team account coverage or team contact coverage in a single list instead of picking a team and then viewing the team accounts and team contacts. In addition, users can create a smart list with team coverage criteria.

• Call reports can be shared with teams so that any team member will be granted access to the call report. 

• Activity manager can be configured to launch from multi view, the top right menu options in Client Center. 

• Showing and hiding filters have been redesigned to make it more obvious for users to know that there are additional filters or that a grid has filters applied.

• Context menu in the main grid has been replaced with ellipsis menu to better let users know it is a menu option.

DEALS

INLINE EDIT VIEW (FULL RELEASE)

In this release, the inline edit view fully supports all the features of the previous deal list view. When enabled, users can now switch to the inline edit view for quick access to same deal lists and same filters for quick deal edits. The following features are supported in the inline edit view.

1. Users can create a new deal.

2. Users can select a deal and open the full deal details to edit the deal.

3. Inline edit configured deal fields or configured deal product fields. Users can switch between deal and deal product view using the settings menu.

4. Users can inline add deal products in the inline edit deal product view.

5. Use advanced grid filtering to filter for a specific deal using the column header.

   

Administrators can modify the existing default field sets to configure the fields users can inline edit. The following fields are supported in the inline edit grid view:

• Text, Text Area

• Autocomplete

• Picklist, Multi-picklist

• Date, Datetime

• Number, Currency, Percent

EVENTS - SELL SIDE

AUTOMATIC CALENDAR INTEGRATION (PILOT)

Tier1 Events automatic calendar integration uses a Tier1 hosted solution or a self hosted solution to automatically send out calendar invitations to your employees and client attendees as they are booked into the meeting. The automatic calendar integration offers the following key benefits:

• Real time tracking of attendance: Attendee’s responses are tracked real time with automatic calendar integration.

• Reduction in administrative work: Automated delivery of calendar invitations helps reduce manual administrative tasks which free up staff to focus on more strategic activities.

In this pilot release, the following main workflow is supported.

1. Employees & client attendees automatically receive a calendar invitation when they are added to a meeting from Tier1 Events application or invited from Tier1 Events Portal.​

2. The following meeting updates will trigger employees and client attendees receiving an updated meeting invitation

   • Meeting date or time changes.

   • Location changes.

   • Topics or key participant changes.

   • Description of the meeting changes.

3. The following removals and deletes will trigger employees and client attendees receiving a meeting cancelation.

   • Attendee is removed.

   • Event or meeting is deleted.

4. Lastly, if the employee or client attendee accepts, tentatively accepts, or declines the meeting, their attendance status is updated in Tier1 Events.

Within Tier1 Events, users can view the invite status and error messages on the schedule tab of the event summary screen.

The following are additional features, configuration options, and limitations of the automatic calendar integration for this release.

• For this pilot release, instructions will be provided for hosting the service within your infrastructure.

• For group meetings, attendees can see each other in the meeting invitation. Hiding attendees will be supported in the future for clients using Office 365.

• Administrators can configure the email template that is sent with the meeting invitation.

• Meeting responses such as forwarding and proposing new time are not supported. In the future release, we will be disabling this feature so attendees will not be able to forward and proposing new time.

Enabling the automatic calendar integration requires additional licenses costs. Contact Tier1 for more details.

PORTAL (PILOT)

Tier1 Events continues to improve on the previous pilot release of portal. In this release, the following additional workflows is supported for users.

1. Users can now publish events for all portal users to self-register, without needing to be explicitly invited to those events. These published events are listed in a new “open for booking” event carousel. Portal users can use the event filters to view events that are relevant to them.

2. Users can send follow-up email to all invited contacts who have not responded.

3. Users can use a marketing tool, or email tools to send a direct link to the portal so your clients can self-register for published events. Note that those clients will need to be invited within the Tier1 Events application in order to generate the direct link to access the portal.

The following additional workflows is supported for portal users.

1. Portal users can navigate to the direct portal link and view all your firm’s published events. They can navigate and look for events to attend using filters such as: text, event date, attendance status, event city, event type, topics, key participant, and participating clients.

2. Portal users will see more information now on the event details

   • A message “Your account is already booked into this meeting” if there is already an attendee from the same account is booked.

   • They can decline meetings that they previously booked and they can also book into meetings they declined.

3. Portal users will see more information now on the confirmation page

   • Locations are now a hyperlink so they can click to open in maps or virtual meeting invite.

   • The ICS file now has the timezone, event link, and more event details.

4. Portal users can now resubscribe to event invitation emails that they have previously unsubscribed.

Enabling portal will require additional licenses. Contact Tier1 for more details.

MOBILE

DARK THEME

Tier1 Mobile is introducing support for dark theme in this release. Users can switch their mobile app theme from light, dark, or auto - based on their device's theme. To support dark theme, we have made cosmetic changes.

Apple App Store and Google Play Store will be updated shortly after December 15, 2023 with this new version.

TIER1 FOR OUTLOOK

INTEGRATED SUPPORT FOR CLIENT CENTER CONTACT MANAGEMENT

Tier1 for Outlook is replacing the side panel quick add contact and quick edit contact forms with Client Center’s contact management forms. This integrated support will give users a better consistently while managing their contacts and have all your customizations automatically applied now to Tier1 for Outlook. The following additional features will be supported.

• Automatically populate first name, last name, email address, and trigger auto-search of account based on email domain based on Outlook’s email data

• The default owner and covering employee when creating a contact will be the Outlook user. Delegate feature is not supported.

OTHER IMPROVEMENTS

• This new version has updated signing from Tier1 to SS&C Tier1 which requires uninstall & reinstall.

• Historic installation artifacts are cleaned up in this release that causes some users to fail installing, or install another instance of Tier1 for Outlook instead of updating it. As part of this change, there are two noticeable impacts.

  • The registered DLL is renamed to Tier1ForOutlook.dll.

  • Default configuration file is no longer copied and you will need to create your own to customize local settings.

  • Mass emails have separate log files.

• Configuration support for BCC email delivery batching. This change is to workaround the issue that some organizations have with 1000 BCC recipients per mass email.

• Email delivery through EWS will have better error handling and attempt to retry email delivery due to network errors or email throttling.

SECURITY ENGINE

SHARE TO TEAMS

To support Client Center’s share to teams functionality, Security Engine historical batch sharing has been improved to share call reports to active team members based on the team selection in Client Center. Also, any changes to the team, the historic batch will recalculate the sharing for the team, removing call report shares for inactive team members and adding call report shares for new team members.

PERFORMANCE

To improve performance of sharing team record sharing for historic records, Security Engine will create a public group for each sharing team and share record to the public group rather than individual users on the sharing team. This will dramatically reduce the number of sharing records and hence improve the performance of the batch job. For example, if there are 200 records to share and there are four members on the sharing team, the batch job will now only need to process 200 shares rather than 800 shares – 200 records times 4 members. We had incorrectly stated this was completed in 2023.3.

PROSPECTOR

USER MANAGEMENT

Prospector is introducing a new user management console so that you, as client admins, can manage users, view total licenses, active user counts and basic user usage metrics.

ARCHITECTURE

PREFERENCE MANAGER REST API ENHANCEMENT

GetPreferencesByMultiSearchCriteria has been enhanced to support datetime parameter updatedSince to get only new or expired preferences based on the specified datetime.

ATTACHMENTS & FILES

To continue to use attachments and files in Tier1, you must manually add a field to the user object containing the session Id and update an attribute to use this new field. Follow the steps below.

1. Create a formula field on user that contains $Api.Session_ID

2. Add the field API name to the following attribute, ACE.Core, AdditionalUserField.

If the steps are not followed, then attachments and files will not be functioning. We have made this change as part of the Salesforce security review.

DATA MODEL CHANGES

NEW OBJECTS

NEW FIELDS

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 supports also 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.