2024.2 Release Summary

HOW TO USE RELEASE SUMMARY

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. In this release, Tier1 applications now support for Microsoft Edge Chromium, see article for full details on what browsers and platforms we support. Supported browsers and devices is updated each release to reflect what Tier1 currently supports.

There are no 2024.2 releases of Mobile, Consumption Reporting, and Security Engine. The release is available for upgrade on June 3, 2024.

CLIENT CENTER

VIEW MASS EMAIL STATISTICS IN ACTIVITY MANAGER

A new tab for mass emails is available in Activity Manager. Users can view mass emails they have sent and can follow-up with clients who have engaged with their emails. The following workflows are supported on the mass email tab.

• Users can change the date range of mass emails such as last 30 days, last 60 days, last 90 days, last 180 days, and last 365 days.

• Users can view the mass emails they have sent and view basic statistics on the email like the total opens and the total deliverability per email.

• Users can click on an email and view the list of recipients and the number of times they opened the email and the last open date.

• Users can then action on one contact by sending a follow-up email, log a new call report, edit the contact, or remove contact from list.

• Users can also multi-select multiple contacts and log bulk call report, bulk remove from list, or create a new list to send a follow-up email.

Note that this release will only contain metrics for Tier1 for Outlook using Exchange Web Services and Salesforce open tracking. Future releases will contain metrics for other email delivery solutions.

DARK THEME SUPPORT AND UPDATED LIGHT THEME

To improve readability and cater to user preferences, Client Center supports an updated light theme and a new dark theme. By default, users will have the updated light theme and can change to the dark theme in the user settings.

IMPROVED RICH TEXT EDITOR

Call Reports rich text editor has been significantly improved for better productivity and usability, notability the following features are now supported.

• Users can copy and paste from Microsoft Office products like Outlook or Word. The rich text editor preserves most of the formatting.

• The rich text editor is inline editable instead of a popup. Some forms like bulk call reports still use the popup due to space constraints.

• The rich text editor natively supports a spell check in the following languages: American English, Canadian English, British English, South African English, French, Canadian French, Spanish, Mexican Spanish, Portuguese, Brazilian Portuguese, German, Italian, Arabic, Hebrew, Japanese, Hindi, Simplified Chinese. Users can also adjust their spell check settings in the rich edit editor.

• Administrators can define multiple rich text template formats for users to use.

SEARCH IMPROVEMENTS

To improve the productivity and usability of searches, Client Center has made the following changes.

• Users can now search for call reports in the simplified search. If the user finds a specific call report, the application will open the call report details to view it, otherwise they can do a free form text and the application will switch context to activity manager to search for call reports. Administrators also have the flexibility to change the search behavior to search call report notes, which may increase the number of false positive search results.

• The autocomplete in the classic interest search now considers the interest, preference, disinterest checkboxes. In the previous release, users could choose autocomplete options that did not match the checkboxes.

• Users can choose what their default classic search type and search scope. The default is the last selected option, however they can now choose to always default to interest, contact, or account search with a specific scope.

• Users can now explicitly cancel a search that is taking a long time within activity manager. In the previous release, users would have to refresh the application or wait for it to finish before continuing.

• Users can see an updated toggle to make it more obvious that you can toggle between new simplified search and the classic search.

USABILITY IMPROVEMENTS

Client Center has made several usability improvements based on user feedback.

• Administrators can configure coverage cube and summary cube to display both team coverage and individual coverage.

• The column customizer is now directly above the main grid and activity manager grid for easier access. Administrators can now disable the user preferences in the main toolbar to remove the clutter.

• Internal attendee roles are also cloned for new call reports.

• For administrators in admin mode, the simplified coverage form no longer adds the logged in user to coverage by default because they often have to remove themselves to add another employee for coverage.

DEALS

DARK THEME SUPPORT AND UPDATED LIGHT THEME

To improve readability and cater to user preferences, Deals supports an updated light theme and a new dark theme. By default, users will have the updated light theme and can change to the dark theme in the user settings.

EVENTS - SELL SIDE

AUTOMATIC CALENDAR SYNC IMPROVEMENTS

Administrators can disable the automatic calendar sync feature for specific group of users.

CLIENT PORTAL IMPROVEMENTS

Client portal has made several improvements based on client feedback.

• Users can navigate the client portal with breadcrumb navigation. They can navigate between the home page, event details, meeting details, and meeting confirmation page with navigational links.

• Users can log out by clicking on the user’s avatar.

• Administrators can configure links to other external web pages for users to connect to via the user’s avatar.

• Administrators now have more flexibility configuring the event components. Administrators can configure the component background color, configure where the contact host, decline event, interested and event description components are located.

• To ensure clients are informed of meeting location or meeting time changes, the portal users will receive email notification for meetings they have confirmed attended if the meeting location or meeting time is changed.

• For analyst marketing events and similar event types where no location is preset, the client portal allows portal users to confirm to meet at their office or the host’s location. After confirming, the meeting location is updated. If the attendee later declines the meeting, then an email notification is sent to the event management team to inform them that the meeting location is removed and may need to be updated.

DARK THEME SUPPORT AND UPDATED LIGHT THEME

To improve readability and cater to user preferences, Events supports an updated light theme and a new dark theme. By default, users will have the updated light theme and can change to the dark theme in the user settings. Dark theme for the Client Portal features are deferred to future release.

CALENDAR IMPROVEMENTS

To provide more comprehensive calendar view, users can now toggle a display meeting setting to display all the meetings for events. Note that the display meetings toggle is only available in week view due to the volume.

EVENT SUMMARY SCREEN IMPROVEMENTS

Event summary screen has made several improvements based on client feedback.

• Administrators can configure custom fields on the event collection and event fields in the header section.

• Users can now view all meetings for events that have a status of view only in the event collection and in the calendar side panel. In the previous release, events with status of view only had the meetings hidden.

BOOKING IMPROVEMENTS

To improve the productivity of the booking process, the following features have been updated.

• Users can import an excel of client attendees that checks against other email fields. Administrators can configure the additional email fields to check.

• Users can manage notes for a target list attendee to indicate reasons why an attendee declined. The same notes field is available in Client Center so that Sales and Event Management Team can collaborate on the notes details. All notes can then be exported to review in the future.

• Administrators can configure the booking process to automatically add the covering professional so that booking owners do not forget to add covering professional to the meeting.

TIER1 FOR OUTLOOK

MORE MASS EMAIL OPTIONS (PILOT)

Tier1 plans to support multiple email delivery options with improved metrics and analytics for mass emails and in this release, we are introducing a pilot feature to support Twilio SendGrid as an email delivery option.

In the upcoming releases, Tier1 will introduce advanced metrics and analytics to follow-up with clients who have engaged with your email and to view a client’s email engagement over time to learn what a user can do better.

OTHER IMPROVEMENTS

Tier1 for Outlook has made several improvements based on client feedback.

• Administrators can configure SMTP credentials in Salesforce instead of having the user enter them for each mass email.

• Tier1 for Outlook mass email is now sent with a custom header tag tfo-original-item for clients who need a method to validate mass emails sent from Tier1 from Outlook.

PROSPECTOR

PROSPECTOR APP IMPROVEMENTS

Prospector app has made several improvements based on user feedback and several major defects have been resolved in this release.

• Users can now navigate to either the contact or account Lightning page or the Client Center profile page from Salesforce Prospector app. It used to navigate to Salesforce classic contact and account details.

• Users who specialize in specific regions, Prospector has introduced two new regions to filter results on: Pan-European and Latin America. The following countries are included in Pan-European region: Albania, Andorra, Armenia, Austria, Belgium, Bosnia and Herzegovina, Bulgaria, Croatia, Czech Republic, Estonia, Finland, France, Germany, Hungary, Italy, Republic of Kosovo, Latvia, Luxembourg, Montenegro, Netherlands, North Macedonia, Poland, Portugal, Romania, San Marino, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Ukraine and the following countries are included in Latin America: Argentina, Belize, Bolivia, Brazil, Chile, Colombia, Costa Rica, Cuba, Dominican Republic, Ecuador, El Salvador, French Guiana, Guadeloupe, Guatemala, Guyana, Haiti, Honduras, Martinique, Mexico, Nicaragua, Panama, Paraguay, Peru, Puerto Rico, Saint Barthélemy, Saint Martin, Suriname, Uruguay, Venezuela.

• Users can now use mutli-select on region filters.

OWNERSHIP CUBE IMPROVEMENTS

Ownership cube has made several improvements based on user feedback.

• Users can see a more user friendly error when a contact or account does not have a Refinitiv (LSEG) ID. Administrators can also change the default error message.

• Ownership cube supports the same new two region filters Pan-European and Latin America. This is the same improvement as the Prospector app.

UPDATE SERVICE IMPROVEMENTS

Update Service has made several improvements based on client feedback.

• Update service now supports encryption on contact name, contact email, and account name.

• Administrators can define the desired value for any country. In the previous release, only United States was configurable.

• Update service now unlocks the standard fields for updates if the new Refinitiv (LSEG) value matches the standard field. In the previous release, an administrator would have to modify the backend to unlock a field.

Unlocking a standard field means that update service will update both the standard field and Refinitiv (LSEG) shadow field.

ARCHITECTURE

STATUS SITE

As we release product features that rely on SS&C Tier1 infrastructure, we want to provide transparency on the statuses of these services. In addition, you can subscribe via email to receive alerts on upcoming maintenances or incidents impacting the services. The service status page will display the status of the following services.

• Prospector web application.

• LSEG ownership and profile data feed.

• LSEG street events data feed.

• FactSet data feed.

You can access the status site here https://status.tier1fin.com/.

LIGHT AND DARK THEME

Client Center, Deals, and Events now supports light and dark theme, however product extensions and customizations must be updated to work with the new light and dark theme colors. Contact your client services representative before upgrading to 2024.2 release to scope out the work.

PENETRATION TEST UPDATES

Several fixes have been made to address the medium and low security issues raised in the recent independent penetration test of the Tier1 applications. Click here to view the last penetration test results.

TEST AUTOMATION

Tier1 has implemented a unique object identifier called testId on several forms in Client Center, Deals, and Events.

DATA MODEL CHANGES

NEW OBJECTS

No new objects.

NEW FIELDS

FEATURE RETIREMENT

No new features are being retired in this release. Click here to view the article for all feature retirements.