2025.1 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. The summary can be found in the Supported browsers and devices article, which is updated each release to reflect what Tier1 currently supports. We will be switching to supported Microsoft Windows, Outlook, and Exchange versions for Inbox in the 2025.2 June release; and will provide a migration plan and retirement policy for Tier1 for Outlook.

There are no 2025.1 releases of Consumption Reporting, and Security Engine. The release is available for upgrade on March 21, 2025. The Intunes version of Tier1 Mobile release has been delayed; we will update this page with the date as we have more confirmation from Apple and Microsoft.

TIER1 INBOX PILOT RELEASE

We are excited to announce the pilot release of Tier1 Inbox, a new add-in for Microsoft Outlook. Tier1 Inbox empowers users to complete most CRM workflows without leaving Outlook, minimizing application switching and improving efficiency. In this pilot release the following workflows are supported.

SEARCH

Global search provides users with a powerful feature to quickly find key information. It supports searching across contacts, accounts, client interests, call reports, deals, events, and records from any configured custom objects. Key features include:

Recent Record Access: Prior to typing, recently accessed records are displayed via autocomplete for expedited access.
Autocomplete Search: The autocomplete feature suggests relevant results as users type.
Comprehensive Search: If the autocomplete does not return the desired result, a full search can be performed. Inbox displays a consolidated tab with up to 5 results each for contacts, accounts, interest subjects, deals, events, and custom object records. Clicking an object tab expands the view to display up to 100 records for that object.
Seamless Record Access: Discovered records can be seamlessly opened in Outlook - contacts and accounts are supported in this initial release, in Tier1 application, or in Salesforce Lightning.

CONTACT AND ACCOUNT MANAGEMENT

Inbox offers comprehensive contact and account management features, including access to who is on coverage, recent interactions, deals, events, notes, files, and any configured custom objects. Users can navigate to the contact or account view by clicking on the name from a search result or a matched email.

On the contact details, users can view basic information in the header such as name, title, account, phone, mobile, email, RAG flags, and priority status, and perform contact actions. Below the header, users can view a tab of contact details or a tab of related data. To align with Salesforce configuration, the contact details show fields based on a configured page layout like the contact record page. The related data has the following default sections. It shows up to 5 records per section with the ability for users to click on view more to view up to 100 records.

Upcoming and Overdue: Salesforce events, tasks, Tier1 call reports, Tier1 events in the future or overdue tasks. Default enabled.
Past Interactions: Salesforce events, tasks, Tier1 call reports, Tier1 events, and mass emails. Default enabled.
Opportunities: Open opportunities for the contact’s account or where contact is an opportunity contact. Default disabled.
Deals: Open deals for the contact’s account or where contact is a deal contact. Default disabled.
Coverage: Active employees on contact coverage or account coverage. Default enabled.
Interests and Preferences: Active interests and preferences. Default enabled.
Notes and Files: Salesforce files, active Tier1 notes and files. Default enabled.
List Membership: Static lists that contact belongs to. Default enabled.
Employment History: Past employment. Default enabled.
Configurable Related List. Configure a custom contact related list. Requires additional configuration.

On the account details, users can view basic information in the header such as name, tier, account owner, and perform account actions. Below the header, users can view a tab of account details or a tab of related data. To align with Salesforce configuration, the account details show fields based on a configured page layout like the account record page. The related data has the following default sections. It shows up to 5 records per section with the ability for users to click on view more to view up to 100 records.

Upcoming and Overdue: Salesforce events, tasks, Tier1 call reports, Tier1 events in the future or overdue tasks. Users can also toggle on view hierarchy which will show all upcoming and overdue for all accounts in the hierarchy. Default enabled.
Past Interactions: Salesforce events, tasks, Tier1 call reports, Tier1 events, and mass emails in the past or with status of completed. Users can also toggle on view hierarchy which will show all upcoming and overdue for all accounts in the hierarchy. Default enabled.
Opportunities: Open opportunities for the account. Default disabled.
Deals: Open deals for the account or where account is a deal account. Default disabled.
Coverage: Active employees on account coverage. Default enabled.
Interests and Preferences: Active interests and preferences. Default enabled.
Notes and Files: Salesforce files, active Tier1 notes and files. Default enabled.
Account Hierarchy: Salesforce account hierarchy. Default enabled.
List Membership: Static lists that account belongs to. Default enabled.
Configurable Related List. Configure a custom account related list. Requires additional configuration.

LOG EMAILS

Inbox uses Client Center’s call report form to log emails and notify user’s team. In any folder, for example Inbox or Sent, users can

Quick Log: Matches the emails in the from, to, and cc to match attendees, and then uses the system configured defaults for setting the field values, and default email notification rules to email recipients.
Log as Call Report: Opens the Client Center call report form for full details. The attendees, subject, date, and notes are prepopulated from the Outlook email, users can then complete the rest of the call report.

In the compose workflow, only quick log is supported.

LOG CALENDAR MEETINGS

Inbox uses Client Center’s meeting and call report form to collaborate and notify user’s team. In the calendar event, users can

Quick Log Meeting: Quick logging matches the emails from the organizer, required, and optional attendees, and then uses the system configured defaults for setting the field values on the Salesforce event.
Log Meeting: Opens the Client Center meeting form for full details. The attendees, subject, meeting time, location, and notes are prepopulated from the Outlook calendar event, users can then complete the rest of the meeting.
Quick Log Call Report: Matches the emails from the organizer, required, and optional attendees, and then uses the system configured defaults for setting the field values on the call report, and default email notification rules to email recipients.
Log Call Report: Opens the Client Center call report form for full details. The attendees, subject, meeting time, location, and notes are prepopulated from the Outlook calendar event, users can then complete the rest of the call report.

Note that Inbox will not support logging private meetings.

OTHER

Inbox offers additional features to manage CRM within Outlook.

Global Create Menu: Create accounts, contacts, call reports, opportunities, or records in any custom object. Inbox opens a browser tab deeplink to your configured form.
Contact Matching: Matches emails in the email or meeting. Click on the matched contact to navigate to the contact details. If any emails are not found, users can create new contacts from them, Inbox prepopulates name and email address in the contact form to expedite contact creation.
Send feedback to Tier1 product team.

Contact us to participate in the Inbox pilot release. Note that the pilot release requires manual distribution of the app. We are working on a Microsoft app store version for 2025.2 release.

USER WALKTHROUGHS AND METRICS

Tier1 is introducing a new user walkthrough and user metric feature to help product owners and administrators engage, train, and measure user success. Administrators can now create walkthrough experiences to onboard users, highlight key features, and guide critical workflows. The available options include:

Flows: Interactive, step-by-step guides for specific workflows or process demonstration.
Banners: Announcements for critical updates and notifications, positioned at the top of the page.
Help Pins: Contextual, in-app tips anchored to specific components.
Checklists: Set of flows introducing users to the application’s key features.
Resource Center: Access to additional documentation links, previously completed flows and other helpful resources.

User metrics provide insights into walkthrough effectiveness and overall application usage. For example, here’s a chart comparing search usage.

See article for full details on supported applications and supported features and then work with your customer success manager (CSM) to enable.

CLIENT CENTER

NEW USER INTERFACE AND LIST MANAGEMENT (PILOT)

Center Center is overhauling its user interface in the next several releases to improve list management workflows. This pilot release introduces a redesigned user interface and a simplified static list workflows, offering an early preview of upcoming improvements. See below for a summary of key changes in this release.

Navigation: User navigation buttons have moved to the left panel.
Unified List View: All lists consolidated into a single panel.
List Actions: Toolbar buttons have been replaced with list actions.
Simplified static list workflow:
- Upload lists directly from CSV or Micrsoft Excel files.
- Create, edit and share lists quickly, with streamlined and intuitive forms.

Note: This pilot feature is not available upon upgrade. Contact Tier1 to enable this early version. We encourage you to explore the updated interface and provide feedback as we continue to refine and expand these capabilities in future releases.

EVENTS - SELL SIDE

AUTOMATIC CALENDAR SYNC IMPROVEMENTS

In the previous release, we introduced the semi-automatic calendar sync workflow where event coordinators may send the initial calendar invitation via action pane or booking screen rather than the system automatically sending the calendar invitation. In this release, we have enhanced that workflow with the following.

A warning message will be presented to event coordinators if there are meeting attendees booked by booking owners that have been set up to be excluded from the automatic calendar sync. Event coordinators can choose to override and send the calendar invitations to all, or to observe the set up accordingly. This override option will be helpful in the cases if booking owners are on vacation and cannot send calendar invitations themselves.
Ability for standard users to send the calendar invites in booking screen.

Other improvements for calendar sync

Deactivated contacts will be excluded from calendar sync updates.
Ability to send email notification to event coordinators when the system is unable to update meeting status due to conflicts.
A new object that stores the reasons for failures so that event coordinators or support team can resolve the errors accordingly. For example, the system was unable to update meeting status due to conflicts.

MOBILE

CLIENT FEEDBACK

Mobile has made several improvements based on client feedback.

Task alerts have been re-implemented to provide a more prominent display of upcoming and overdue tasks. Tasks due today, tomorrow, or overdue will now appear in the What's Next banner, ensuring users are promptly notified of their priorities.
When users copy contacts or accounts into a new list and no lists currently exist, the application will now proactively prompt them to create a new list. This simplifies the list creation process and prevents users from encountering a dead end when trying to organize their clients.
Mobile events now offers improved support for Tier1 Events.
- Trips: Users can now add trips and attendees in the list of meetings just like Tier1 Events.
- Meeting reservation: The mobile app now provides a warning message if a user attempts to book a meeting that has already been reserved by another user. This prevents booking conflicts and ensures clarity around meeting availability.
- Read only events: The book button has been removed from read-only events in the mobile app. This prevents users from attempting to modify events where coordinators do not want any bookings.
- User Type Permissions: Mobile Events now respects the same events user type field. This allows for granular control over event permissions based on user roles: read only users can view events, standard users can book new meetings and update attendees for meetings they booked, and coordinators and administrators can book new meetings and update all attendees. Previously all users were treated as standard users.

PROSPECTOR

UPDATE SERVICE IMPROVEMENTS

Update Service has made several improvements based on client feedback.

The Update Service now leverages Salesforce's built-in email validation capabilities. Previously, the Update Service used its own email validation, which occasionally flagged valid emails as invalid, preventing them from being loaded. This change ensures greater accuracy and reduces the risk of legitimate contacts being excluded from your CRM.
The Update Service now supports contact reactivation in "mapped only" mode. This addresses the scenario where a contact becomes inactive, leaves a company, and then later returns to the market, joins a new firm. Previously, in "mapped only" mode, these contacts would remain inactive.

ARCHITECTURE

The following changes have been made to Tier1 architecture in this release.

Prospector, and Tier1 for Outlook has been updated to use API 45+ for the ICU Locale Format release update. See article for more details.
Mobile Android SDK has been updated to version 35.
Tier1 strives for compliance with Web Content Accessibility Guidelines (WCAG) 2.1 level AA. As part of that commitment, the inputs fields on Events are now accessible, which means it supports keyboard navigation and screen reading appropriately.

DATA MODEL CHANGES

NEW OBJECTS

OBJECT LABEL	OBJECT API	DESCRIPTION
Calendar Sync Error Queue	T1C_AEM__Calendar_Sync_Error_Queue__c	The Calendar Sync error queue. This is for where rejected invitation acceptances go when Harmony receives an error while trying to book attendees into meetings. Errors can include over capacity or breaking booking rules
Analytics Hub Key	T1C_Base__Analytics_Hub_Key__c	Holds the current rotating key value for AnalyticsHub

NEW FIELDS

OBJECT API	FIELD API	FIELD TYPE	DESCRIPTION
T1C_Base__Ace_List_Share__c	T1C_Base__Access_Tier__c	Picklist	This new access tier permission is updated through the new manage list dialogs. When a list is managed in these dialogs, the access tier overrides the list's previous list access and list content access permissions.
T1C_AEM__Event_Type__c	T1C_AEM__Subevent_Autonaming_Convention__c	Lookup(Event Autonaming Convention)	Events Buy-Side: We are introducing the concept that any given event type can have differing autonaming rules depending on whether or not they are a standalone event or part of a Collection
T1C_AEM__Event_Autonaming_Convention__c	T1C_AEM__Is_Subevent__c	Checkbox	Events Buy-Side: We are introducing the concept that any given event type can have differing autonaming rules depending on whether or not they are a standalone event or part of a Collection
T1C_AEM__Calendar_Sync_Error_Queue__c	T1C_AEM__Additional_Meeting_Location__c	Lookup(Additional Meeting Location)
T1C_AEM__Calendar_Sync_Error_Queue__c	T1C_AEM__Aem_Event_Name__c	Text(255)
T1C_AEM__Calendar_Sync_Error_Queue__c	T1C_AEM__Completed_Time__c	Date/Time	Date/Time when this error record was processed
T1C_AEM__Calendar_Sync_Error_Queue__c	T1C_AEM__Contact__c	Lookup(Contact)	Only for valid contacts. If the invitation was forwarded or otherwise accepted by non CRM contacts this will have a null value
T1C_AEM__Calendar_Sync_Error_Queue__c	T1C_AEM__Contact_Email__c	Text(150)	Email of the invitee who accepted the invite. This should always be filled
T1C_AEM__Calendar_Sync_Error_Queue__c	T1C_AEM__Reason__c	Text(255)
T1C_AEM__Calendar_Sync_Error_Queue__c	T1C_AEM__Status__c	Picklist
T1C_Base__Analytics_Hub_Key__c	Access_Token__c	Text(255)	The value of the key.
T1C_Base__Analytics_Hub_Key__c	Expiry_Timestamp__c	Number(18,0)	The epoch datetime in which the current key is no longer valid.

FEATURE RETIREMENT

No new features are being retired in this release. Click here to view the article for all feature retirements. In 2025.2 next release summary, we will document Tier1 for Outlook migration plan and retirement notice.