2023.3 Release Summary

HOW TO USE RELEASE SUMMARY

Tier1 2023.3 release is available as of July 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

LIST MANAGEMENT

LIST GROUPING

Users have the flexibility to organize their lists into different list groups. Some users may opt to organize their lists by contacts or accounts, while others may prefer to group them based on monthly or weekly email distributions. There are also users who may choose to organize lists according to thematic topics. With this new feature, users can now organize their lists in any way they want.

The new list group feature supports the following workflows.

1. Users can create new list groups or delete an existing list group.

2. Users can rearrange the order of list groups, allowing for personalized list panel.

3. Users can select a list and move to a list group.

4. Users can expand or collapse lists in a list group, providing a convenient way to view and navigate their lists.

BULK MANAGE LISTS

Users can bulk add or remove accounts and contacts from static lists. For example, when multiple new clients are onboarded and need to be added to several email lists, users can select multiple contacts and use the bulk add contacts feature to add them to all the relevant lists simultaneously. Similarly, if clients no longer want to receive emails, users can select multiple contacts and then use the bulk remove feature to remove them from all applicable lists in a single action.

Note that this feature replaces the previous bulk add to list feature.

LIST IMPROVEMENTS

Client Center is introducing several improvements to help list management more efficient.

• Cloning a list is quicker now and only requires a list name.

• The list action menu has moved to the right side and several menu options have been updated to be more descriptive. For example, add list to favorites have been renamed pin to the top; unpin list has been renamed to hide list; related like menu options have also been grouped together.

• Users can filter the list panel to more options. The application now supports the filters for static lists, dynamic lists, lists owned by me, lists shared with me, lists I can edit, or archived lists.

HOME PAGE

Client Center is introducing a new home page featuring interactive dashboards and multi-channel notifications, to offer data-driven insights and simplify the discovery of key activities within the CRM system.

With this new feature, administrators now have the flexibility to configure the default view of the home page. Users can choose between the home page, main grid, or activity radar as their preferred default view.

TRENDING TOPICS

The trending topics dashboard offers users valuable insights into the most widely discussed topics within 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.

NOTIFICATION PANEL

The notification panel displays a chronological list of important activities in CRM. Notifications remain visible for 7 days, with the ability for administrator to adjust this timeframe. 

Users can interact with the notification panel by

• Filter the notification with a text filter.

• Action on the notification based on the type of notification.  

See table below for notification rules.

END OF WEEK SUMMARY EMAIL

In case users miss information in the notification panel, Client Center will email an end of week email summarizing the key activities. The following notifications are included in the end of week email. See table below for notification rules.

 CLIENT FEEDBACK

Administrators can now configurable an additional where clauses to filter out specific call reports, tasks, or meetings from the interaction cube. For example, filter out inactive call reports or tasks created by telephony integration.

DEALS

INTRALINKS INTEGRATION (PILOT)

The new Intralinks workflow integration decreases deal timelines by reducing the repetitive task of onboarding users onto the virtual data room. 

With the new Intralinks tab in Deals,

1. Users can link a deal to an existing Intralinks Exchange.

2. Users can then conveniently synchronize the deal team members, deal contacts or buyer list with Intralinks user. They must select the appropriate Intralinks user role and when saved, Intralinks will send the user an email initiating the onboarding onto the Exchange.

INLINE EDIT VIEW

Users can use the existing settings to change from the deal inline edit grid to the new deal product inline edit grid. The deal product inline edit grid provides the same advanced grid filtering and inline editing features to quickly edit deal product information. In addition, bookmarking a deal is now supported in both inline edit grids.

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 create new deals, add new deal products, or edit the full deal details. These features will be available in the upcoming new releases.

EVENTS - SELL SIDE

TRIPS AND VENUE

TRIPS FORM

The trips form for flights, car service, and hotel have been updated to better reflect what event coordinators need to track for scheduling travel.

• Trips are now associated with an event to display trips correctly on the schedule tab. For example, a car service from London to Manchester will now correctly display on the schedule tab.

• When adding a trip, the default date will be the event date rather than today’s date.

• Flights, car service and hotel no longer require both a city and a venue and now has a simplified search to search for either a city or a venue. In addition, the city and venue are no longer required.

• The add trip attendee form filters default to display key participants since coordinators mostly plan travel for key participants.

VENUE FORM

To help create a venue quicker and more conveniently, the country and state field is automatically populated when users select the city, and the venue is automatically populated on the trip or the meeting once it has been created.

BOOKING SCREEN

To help book meeting attendees quicker and more conveniently, users can use their previous lists and add contacts directly into their meeting. 

On the booking screen,

1. Users can choose from one of their static or dynamic contact lists.

2. Users can then select one or multiple contacts from those lists and add them to the meeting.

OTHER IMPROVEMENTS

Events has made several other improvements based on user feedback.

• Events cube now provides a user-friendly message for MeetMax error messages. For example, if an attendee is already registered it will indicate it.

• In the previous releasee, Events introduced physical and virtual attendance counter in the schedule tab. This release adds the same physical and virtual attendance counter in other places where meetings are displayed, for example, Events cube, action pane, summary pane, contact details and navigation pane.

• In the action pane for bulk meeting attendee management, users can bulk edit the meeting attendee’s attendance type for physical and virtual attendance.

• Users can also use the action pane to mass delete meeting attendees. With this new feature, the delete attendee option is removed from the schedule tab.

MOBILE

CLIENT FEEDBACK & TECHNICAL CHANGES

There is no mobile app release to the public app store, however releases are available on demand for private app distribution.

Mobile has made several other improvements based on user feedback and platform changes.

• Optimizations and bug fixes

• Mobile app now requires fingerprint, passcode, or face ID to unlock the application. It was optional in the previous releases.

• To align with Client Center call reports, if a user changes the owner, the mobile app apps the new owner as an internal attendee and leaves the original owner as internal attendee as well.

ARCHITECTURE

SALESFORCE REMOTE ACTION

The release update Enable Visualforce JavaScript Remoting Enforcement introduced a known issue in Tier1 Client Center, Deals, Events, Security Engine. The issue caused the applications to timeout after few hours of user idling, despite the Salesforce session being still active. To address this problem, Tier1 has made architectural updates to remoting in this release. These updates support a more secure JavaScript remoting and ensure that timeouts occur only on the Salesforce session timeout.

DATA MODEL CHANGES

NEW OBJECTS

NEW FIELDS

DEPRECATED OBJECTS/FIELDS/STATIC RESOURCES

Starting in 2023.3, Tier1 is also removing several flash binaries under static resources. Note that after the 2023.3 upgrade, the above object and static resources can be deleted and will no longer be used.

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.