2023.2 Release Summary

HOW TO USE RELEASE SUMMARY

Tier1 2023.2 release is available as of April 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.

CLIENT CENTER

BULK CALL REPORTS

Client Center is introducing a more flexible and more intuitive bulk call report logging to help users log interactions much quicker. For example, analysts can use bulk call reports to log multiple calls about the same topics with different attendees, saving hours of their valuable time.

The new bulk call report form has most of the features of the standard call reports form. Below is the updated workflow for logging bulk call reports.

1. Users can select multiple contacts in the main grid and open the new bulk call reports from the toolbar.

2. Users can add additional contacts to the bulk call reports by using the contact search in case they forget to select a contact from the main grid.

3. Users can bulk apply changes by using the mass edit panel on the right to edit once and apply to all selected call reports. Alternately, they can inline edit the data on the bulk call reports like a spreadsheet.

4. Users can then choose to notify an individual employee, contact coverage, account coverage, topic coverage, their teams, or any of their notification lists. Client Center will then send one email per call report.

5. When saving, users will see a progress bar of the bulk call report save and will warn the user if there are any errors.

With the new form, administrators can configure the following features.

• Columns that users can inline edit.

• The fields on the mass edit side panel.

• The default duration of the call reports.

• The maximum number of call reports during one bulk call report logging. The default is 20 and updating it to be above 20 will impact the save performance.

By default the bulk call report is disabled. Contact Tier1 for documentation on the full configuration options.

Note that the following features are not yet supported by bulk call reports: call report template, attachments, call requests, tasks, companies discussed, products discussed, adding new contacts, idea recommendation, user favorites for notifications, adding deal team members, and caching for unsaved call reports.

CLIENT FEEDBACK

SEARCH

In the previous release, Client Center showed the interest score in aggregate if users searched for multiple tickers. Based on feedback that individual scores per interest is more important, Client Center now displays the score by interest, so users know what interest has what score, therefore increasing relevancy of the search result.

COVERAGE

Client Center has added additional flexibility in configuring the coverage forms and coverage cube.

• Administrators can custom fields on the simplified account coverage, contact coverage forms.

• Administrators can configure specific coverage records to always be filtered out of the coverage cube. For example, exclude employees that represent a group or exclude coverage for assistants.

DEEPLINKING

Client Center supports two additional deeplinking capabilities. Administrators and developers can 

• Add a default ascending sort to a list using parameter sort=FeatureName, where FeatureName is the feature name of the contact or account column in main grid. For example, if a feature ACE.ALM.MainDataGrid.Configuration.Contact.Columns.AccountNameField is defined, you can deeplink to a list and default to an ascending sort on account name using /apex/T1C_Base__ALM?listId=a0I8G000001d3hZUAQ&sort=AccountNameField

• Open Client Center with specific cube open using parameter topCube=FeatureName, and bottomCube=FeatureName, where FeatureName is the feature name of the cube face. For example, if the cube faces are defined as ACE.ALM.ApplicationSettings.ACECubes.TopRightCube.Faces.CallReports and ACE.ALM.ApplicationSettings.ACECubes.BottomRightCube.Faces.NotesAndFiles, then you can deeplink into Client Center and default to these cubes using /apex/T1C_Base__ALM?topCube=CallReports&bottomCube=NotesAndFiles

HOME PAGE (PILOT)

Client Center is introducing a new home page with dashboards and notifications to provide data driven insights and help reduce discovery of key activities in CRM. In this release, we are piloting the home page with the trending topics dashboard. The trending topics display the most frequently discussed topics to give insight on what is trending at their firm.

Users can interact with the trending topics dashboard by

• Filter the topics to show only a specific interest subject type. For example, ticker, sector, product.

• View the current number of activities and percentage change over the same timeframe by hovering over the topic.

• Click on the topic name to view details of those activities.

Note that with this new home page view, administrators can also configure the default view to be either home page, main grid or activity radar and the application will remember the previous view the user was on.

DEALS

INLINE EDIT VIEW

Deals is introducing a new view to edit deals much quicker. Users can now switch to the inline edit view for quick access to same deal lists and same filters for quick deal edits. This grid also supports the advanced grid filtering that was introduced in Client Center last release.

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

Note that in the inline edit view, users will not be able to inline edit deal product fields, create new deals or edit the full deal details. These features will be available in the upcoming new releases.

CLIENT FEEDBACK

Query optimizations and processing have been made on the deal details screen. Users will see deal details load marginally faster in this release.

EVENTS SELL-SIDE

EVENT SUMMARY SCREEN

The event summary screen has been improved to help event coordinators better plan their event. The following changes have been made.

GENERAL IMPROVEMENTS

• Administrators can configure the key participant information display at the top of the event summary screen.

• The schedule tab meetings default to collapsed so that users can quickly scan the available meetings of the day instead of having to scroll.

• The schedule tab has better visual cues to indicate differences between meetings that are open for booking and meetings that are full. Also, the book button has improved help text.

• Users can quickly see which clients are already booked from the schedule tab.

IMPROVEMENTS TO PHYSICAL AND VIRTUAL DISPLAY

• The schedule tab now displays the separate counts for physical and virtual attendees. In the previous release, Events displayed only the physical attendees and capacity.

• Users can quickly see whether an event is physical, virtual or hybrid. When a meeting is physical, it will show the chair icon; when a meeting is virtual, it will show the video icon; when a meeting is hybrid, then it will show both icons.

• Administrators can hide the full meeting address for better readability. Users can click on the physical or virtual icons to copy the address to clipboard in case they need the address.

DISPLAYING TRIPS ON SCHEDULE TAB

• To help coordinators review all travel arrangements for attendees, Events now displays trips on the schedule tab.

• Users can take the following actions on the trip.

  • Edit the trip details.

  • Add notes or attachments for the trip.

  • Add trip attendees.

  • Add notes for the trip attendees or delete the trip attendees.

  • Delete the trip.

BOOKING SCREEN

The following improvements have been made to the booking screen.

• Saving optimizations have been made on the booking screen. Users will see faster saving time for attendees on the booking screen.

• Users will be able to add key participants into the meeting with the new add key participant button.

• When users make a meeting request to an event type where attendee auto-booking is enabled, the preferred meeting, preferred meeting start time, preferring meeting type are disabled.

OTHER IMPROVEMENTS

Events has made several other improvements based on user feedback.

• Users can log feedback from the event cube.

• Users can export trips to ICS calendar file so they can have the travel itinerary in their calendar. The subject of the calendar file will be Service Type: Origin City - Destination City, the location will be Origin Venue, Origin City – Destination Venue, Destination City and the invite body contains the full details of the trip.

• Users will only see the location label instead of the full location address on the schedule tab and meeting details.

• Users will see updated meeting location if the meeting was set to an attendee that has been removed. The location will be either blank or the another attendee’s location.

ARCHITECTURE

OUTLOOK WINDOWS SUPPORT

Tier1 for Outlook no longer supports Windows 8, 8.1 and is now supported on Windows 10, 11.

FEATURE RETIREMENT

Client Center’s quick call form and Event’s old feedback forms are no longer supported by Tier1. See the Data Model Changes section for deprecated fields.

TEST AUTOMATION

Tier1 introduced a unique object identifier called testId on standard Ellipsis controls and implemented it on several forms last release. In this release, Tier1 has added these unique object identifiers on the following forms: call reports, task, meeting, coverage, events booking screen.

DATA MODEL CHANGES

NEW OBJECTS

NEW FIELDS

DEPRECATED 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 2023.2, consider upgrading to the bulk call report form. Please contact Tier1 for implementation details.