EquityTouch™ Release 1.2.0 Notes
EquityTouchTM New Features and Bug Fixes
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Product |
EquityTouchTM |
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Release Number |
1.2.0 |
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Release Date |
8/07/09 |
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Support |
Touch Ahead |
Purpose
This is a feature release. Changes have been made based on requests gathered from user feedback and on initial planning. There have been updates throughout the system that also include several bug fixes. All users of EquityTouchTM will see these changes.
No action is required on the client side to implement these changes.
New Features
Web Services Integration - This tool allows for newsfeeds and social networking tools to be integrated at the Person and Company level from within EquityTouch™. On the summary pages for people and companies, there is a section labeled "Web". Below it are any icons representing web components your system is configured for.
Clicking on an icon will open up a new window containing the feed for that service. Clicking the edit/options button in the top right corner of these windows will allow you to edit and save the search criteria that gets sent out to these services.
Consequently, the "News" tab has been removed from both Company and Person records. The Web Services Integration section is configurable to contain any information that would have previously been on that page. Also, the associated web components have been removed from the Options menu on the summary tab.
People Custom Fields - Custom fields are now available for Person records. Previously these were only available for Companies. These are configured by your system administrator.
- People Groups - You can now create groups of people in EquityTouch. Previously you could only create groups of Companies.
A group of people is any set of people you want to keep together who may or may not have a common characteristic. These people do not have to be employed by the same Company. People groups work just like Company groups. You can now decide which type of group to create on the "New Group" form (this can be opened by clicking "New Group" from the Actions menu or "New Group from Selected" from a search result.
To save a search, you click on the ‘Options' menu from the search results page. From here you can select ‘Save Search'. A form will open asking you to name your search. Enter a name for your search and a brief description of what the search contains. If you would like to share this search with other people you can ‘Tag' them from this form (see the ‘Tagged Searches" section for more information). Finally, click "Save Search" to save. You should now see your new search in the "Saved Searches" section of the Dashboard.
If you want to edit the name or description of your new saved search, you can do so by clicking on it in the "Saved Searches" section. The search will run. When it is done running, click the ‘Options' button and select ‘Edit Search'.
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Tagged Searches - ‘Tagged' searches are searches you can share with other users. Any user "tagged" to a search will receive notice that you have shared a search with them and can either view and save your search or ignore it (see the "Tags Panel" section for more information).
You can tag someone on a saved search when you first save it, or by editing it later. To tag someone on a saved search when you create it, simply click on his/her/their name(s) under the ‘Tag Recipients' section of the ‘New Saved Search' form (see the "Saved Searches" section for more information).
Their name will then be added to the "Tag Recipients" list.
To tag someone on a search that is already saved, first click on the search in the "Saved Searches" section. The search will run. When it is done running, click the ‘Options' button and select ‘Edit Search'. Now, click on the person's name you would like to tag and hit ‘Save'.
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Tagged Groups - ‘Tagged' groups are groups that you can share with other users. Any user "tagged" to a group will receive notice that you have shared a group with them and they can then either view and save your search or ignore it (see the "Tags Panel" section for more information).
Tagged groups are not collaborative. In other words, if you tag someone on a group, and they make changes to the group, they will see those changes but you will not. For information on collaborative groups see the "Shared Groups" section.
To tag someone on a group, first open the group by clicking on it from the "Groups" section of your dashboard. Then, from the options menu, select "Send Tag".
A form will open up on which you can give a name and comments for the tag. Any user you tag on this group will see the name and comments. To add users, simply click his/her name from the list on this form. To finish, click "Send Tag".
When you share a group with someone, they will be notified in his/her ‘Tags Panel' (see the "Tag Panel" section for more information).
You can share a group when you first save it or at any point after that by editing it. To share a group with someone when you first create it, simply click on his/her/their name(s) under the "Collaborators" section of the new group form.
To share a group that is already saved, first open the group by clicking on it from your dashboard. Then, click the ‘Options' button and select ‘Edit Group'. Now, click on the person's name and hit ‘Save'.
- Tags Panel - The Tags panel displays any searches or groups you have been "tagged" on but have yet to take action on. You can see what type of tag it is by looking at the "Type" column. The name of the person who tagged you will be displayed under the "First" and "Last" columns.
Clicking on a Tag will open up the search or group.
Once an item is in your Tags section, you can do three things:
- View the tag - Click on the name of the tag to view it. It will open up as a search result.
- Accept the tag - To accept the tag and keep the Saved Search or Group, click on the icon under the ‘Actions' column. This will look like a push pin for searches and a handshake for collaborative groups. Clicking here will add the search to your "Saved Searches" section or the group to your "Groups" section.
3. Delete the tag - To delete the tag, click on the ‘X' in the far right column of the Tag.
Bug Fixes
- Company Summary Report Bug - All participant of a Touch are now listed on the Company Summary report. Previously, this report would only include the initiator of each touch.
- Free Text Search on Custom Fields - A free text search for companies will now search through all custom fields of a company.
- Preferences Saved on Logout - All custom preferences are now saved on logout. This includes positioning of custom fields and groups (after dragging and dropping) and minimization/maximization.
- Removing Roles Bug - Previously, if you removed all current and previous roles from a Person he/she would become "orphaned" and opening his/her record would throw an error. You are no longer allowed to remove a pervious role if it is the only role assigned to that person.
- Increased Speed when Exporting Touches to XLS - The Export to XLS report for touches runs much faster than it used to. Previously, it would timeout somewhere around the 2,000th touch but has now been tested to perform quickly (< 1 minute) on 10,000-14,000 touches.
- Location Drop Down List Re-Ordered - This was updated to list American states ahead of Canadian provinces.