Release notes 2023

Version 23.11-12

RELEASE NOTES UPCOMING ( December - January )

FEATURES

1.Enhanced Support for Data Value Types in Key Metrics

We are thrilled to announce an enhancement to our Key Metrics feature, expanding the data value types to include percentages. This update will enrich the versatility and applicability of key metrics, providing a more comprehensive analytics experience on our platform.

Background: - In our ongoing efforts to cater to diverse analytics requirements, we recognized the need to support additional data value types in Key Metrics. Previously limited to currency and number, the inclusion of percentage data type opens new avenues for data representation and insigh

Enhancements: Flexible Data Value Type Selection: Users will be able to select 'Data value type' for each key metric at the metric definition level. The available options will include currency, number, and percentage. Default Setting: The default data value type will be set to 'number', ensuring continuity for current users while offering new options. Seamless Integration with External Goals: The existing process for external goal types will remain unchanged, guaranteeing smooth continuity and compatibility.

User Experience: Enhanced Data Representation: The ability to display key metrics as percentages, alongside currency and number, for more tailored data analysis. Customizable Metric Settings: Greater control and customization at the key metric definition level, aligning metrics closely with specific business needs. Uninterrupted External Goal Processes: Existing workflows for external goal types will be maintained, ensuring a seamless transition to the enhanced feature.

2.Enhanced Activity Creation Restrictions

We are excited to introduce an enhancement that will bring more control to activity creation in the Vymo platform.

We have implemented the following enhancements: Restrict Activity Creation: Users will be able to create selected activities only in specific lead states. Certain actions (e.g., schedule/log) will be disallowed in specified lead states. Configuration Changes: Activities can be configured to align with specific lead states. By default, activities will include all lead states, but exclusions (lead states) can be applied in the configuration. Primary Actions: Primary actions like log and schedule will adhere to activity configurations and will be disallowed in excluded lead states. Secondary Actions: Secondary actions like editing, rescheduling, and reassigning will also be disallowed in excluded lead states. Completion and Cancellation: If an activity is already scheduled, completion and cancellation will be allowed in excluded lead states if the activity configuration permits these actions.

3.Enhanced Global Search Feature

We will enhance the Global Search feature in Vymo to help you find individuals with the same name more easily. Administrators will be able to configure up to two additional attributes to display alongside search results. This will provide more context and differentiation for search results, making it simpler to identify the right person or item.

Key Features: Search Attribute Configuration: Administrators will be able to define additional attributes to display in search results. Module Configuration: Choose which modules are searchable through Global Search. Improved User Experience: Get more context about each search result, helping you identify the intended person, even when multiple records share the same name.

We're excited to introduce a new feature in our app that will offer a quick overview of performance metrics right on the Hello screen for both Agents and Managers.

Key Enhancement: - Performance Snapshot Widget: A new widget on the Hello screen will display a concise snapshot of performance-related information, including leaderboard standings, key metrics, and earnings. - Customizable Display: Clients will be able to configure the data displayed in this widget. - Easy Navigation: Tapping on the widget will take users directly to the detailed Performance tab for in-depth insights. This enhancement is designed to provide users with immediate access to their performance highlights, enhancing efficiency and user experience.

5.Android Update: Calendar Screen Enhancement

We will remove the "Connect Calendar to Vymo Calendar" card from the calendar screen in the upcoming Android update. This change will align with the iOS version for clients using Admin consent for Outlook, ensuring a consistent user experience across platforms.

We will implement an update to improve the navigation experience on the Nearby map screen, especially when dealing with multiple customers registered at the same address. In this update, the functionality of the customer list bottom sheet will be enhanced to mirror the iOS experience. Users will be able to pull down the bottom sheet, similar to the interaction on iOS devices. This adjustment will allow users to easily return to the map screen and navigate as needed, without the bottom sheet obscuring the back button or other essential navigation elements. This enhancement will ensure a more intuitive and seamless user experience when navigating between customer details and the map view.

7.Android Update: Pagination Added to Notification Page

We are pleased to announce a new feature in the Android app: pagination on the notifications list screen within the My Actions tab.

Key Update:

Pagination on Notifications Dashboard: Users will see 25 notifications per page, enhancing the usability and organization of the notifications section. This update aims to improve user experience by making notification management more efficient and user-friendly.

8.My Actions Now available on Web

We are thrilled to announce a significant enhancement to your Vymo experience: introducing the "My Actions" feature on the Vymo Web version. This update brings a new level of convenience and efficiency to your workflow.

'My Actions' is now seamlessly integrated into the Vymo Web interface. You can easily access your Suggestions and Notifications by simply clicking on the bell icon in the global navigation bar.

Our design includes a user-friendly "Empty State" screen, ensuring you're never lost or confused, even when there are no active suggestions or notifications.

'My Actions' will not be a default feature for all clients. Originally, we intended to make this feature available by default to all clients. However, based on recent discussions and feedback, we've added a configuration option at the client level. This means that the 'My Actions' feature will not be automatically available; it needs to be enabled on a per-client basis. This approach offers more flexibility and customization to meet diverse client needs.

9.Broadcast Message Preview

We will enhance the broadcast scheduling experience in Vymo. When you schedule a broadcast message, a pop-up will appear, providing you with a preview of important details: Estimated audience count This preview will allow you to review your broadcast details before confirming. It will ensure that you have all the necessary information at your fingertips, making the scheduling process smoother and more reliable.

10.Android Update: Enhanced Sorting Feature on VO List

We're pleased to introduce a new sorting feature in our Android app, allowing users to efficiently organize data by Number, Currency, and Date/DateTime attributes. This update offers customizable sorting options for a more user-friendly data management experience.

Key Features: - Sort data by Number, Currency, and Date/DateTime. - Configure Upto 3 fields for sorting in a module - Ascending and descending sorting options. - Administrators can configure sortable attributes at the module level. Enjoy a more streamlined and efficient data sorting experience in your mobile app.

11.iOS Update: New Sorting Feature in Mobile App

Introducing an enhanced sorting feature for the iOS app, allowing users to efficiently organize data by Number, Currency, Date, and DateTime attributes. Administrators can now configure sorting options, offering tailored data management to suit specific needs. - Easily organize data in your mobile app by Number, Currency, DateTime, and Date attributes. - Configure Upto 3 fields for sorting in a module - Customize your sorting preferences for more efficient data management. - Administrators can configure sorting options to meet your specific needs. This update aims to improve data handling and user experience within the app.

ENHANCEMENTS

1.Consistency in Module Icons

We will address a UI discrepancy regarding the module icons on customer cards. Currently, the icon appears as a circle and changes to a notebook upon tapping “show more.” The upcoming update will ensure the icon remains consistent as a circle in both views.

2.App and Email Communication Update: Enhanced OTP Messages for 'Forgot Password'

We will make updates to the messaging for the 'Forgot Password' process, both in the app and in the OTP email communication.

Key Update:

Improved Messaging: The message displayed on the app during the password reset process will be updated to indicate when the OTP is sent to the user's communication email. This enhancement aims to provide clearer guidance and a smoother experience for users resetting their passwords.

3.Enhanced Interface for Partner Module in App

We will update our app to enhance the interface for the partner module by removing the 'New Customer' icon from the Calendar screen, VO list, and nearby cards. Additionally, the lead state update option for partner module activities will be removed, streamlining the user experience. This update will align the functionality between the Android and iOS versions of our app.

We are pleased to announce improvements to the biometric login feature in our app, addressing issues some users faced during the login process.

Issues Resolved: - Biometric Authentication Flow: The issue where the app redirects users to the ID input screen instead of allowing biometric login after logging out will be fixed. - Biometric Re-registration: Users will no longer be prompted to re-register their biometrics if they are already set up, streamlining the login process. These enhancements are part of our commitment to providing a seamless and efficient user experience.

5.Contextual Help for Performance Tab

We are pleased to announce the introduction of a new feature in our app that enhances user understanding and navigation of the Performance Tab.

Feature Details: Contextual Help: Aimed at assisting new users in familiarizing themselves with the functionalities of the Performance Tab. First-Time User Journey: This in-app guidance will provide a quick summary of each performance widget, enabling users to self-educate and comfortably navigate through the app. Enhanced User Experience: The feature is designed to make it easier for users to grasp the utility and benefits of the Performance Tab, improving overall usability.

6.iOS Update: Pending Unsynced Items UX Enhancements

In our latest iOS update, we will introduce UX enhancements for managing Pending Unsynced Items. This update will make it easier to identify and resolve issues with items that fail to sync when offline.

Key Improvements: Failure Notification: Instant alerts via toast messages or notifications for sync failures. Error Details: Clear explanations for each failed record in the 'Pending Unsynced Items' section. Improved 'Retry' UX: Enhanced visibility and accessibility for the 'Retry' button and banner. These changes are designed to streamline the process of managing unsynced items and improve overall user experience.

7.Enhancement: iOS - Support for Data Value Type in Key Metrics

We are pleased to introduce an important update to our iOS application, expanding the functionality of key metrics. This enhancement allows for a more dynamic and versatile display of key metrics, aligning with diverse analytical needs.

What's New: Data Value Type Selection: Users will be able to select each key metric's 'Data value type'. The options available will be currency, number, and the newly added percentage. Default to Number: By default, the data value type will be set to 'number', maintaining consistency with existing user experiences. Compatibility with External Goals: The process for clients uploading information into the achievement file for external goal types will remain unchanged.

Impact: - This update will significantly broaden the scope of key metrics representation, offering enhanced flexibility and precision in data analytics. It is a strategic enhancement, particularly when percentage-based representation is more meaningful.

8.Android Enhancement: Expanded Data Value Types in Key Metrics

We are delighted to announce a significant enhancement to our Android application, focusing on the flexibility of key metrics. This update will bring a new level of data representation capabilities to the platform.

What's New: Data Value Type Selection: Users will be able to choose the 'Data value type' for each key metric from options including currency, number, and the newly added percentage. Default Type as Number: The default setting for the data value type will be 'number', ensuring a smooth transition for existing users. Consistent Handling of External Goals: The process for external goal types, where clients upload data into the achievement file, will remain unchanged.

Impact: This update will broaden the analytical functionality of our Android application, providing users with the ability to represent key metrics more accurately and suitably for a variety of scenarios.

9.Enhanced Manager Visibility and Interaction in Vymo's Sales Performance Management

We're excited to introduce an update to Vymo's Sales Performance Management (SPM) that enhances manager visibility and interaction with their team's performance. With this release, managers will gain deeper insights and the ability to take proactive actions directly within the Vymo app.

What's New: - Insights Widget in SPM: The Insights widget within the Sales Performance Management now empowers managers to identify team members who exhibit nudgeworthy performance for specific metrics. Managers can easily distinguish between individuals who are 'nudgeworthy' or 'cheerworthy' based on their performance, providing valuable data for sales performance reviews. - Taking Proactive Actions: Managers can now utilize the performance data to motivate agents for better performance if they are 'nudgeworthy' or congratulate them on achieving 'cheerworthy' metrics or goals. - Closing the Loop within Vymo: One of the key enhancements in this release is enabling managers to seamlessly close the communication loop within the Vymo app. Presently, managers can't finalize the next steps directly within Vymo for their team members. To bridge this gap, we are introducing an easier communication channel, allowing managers to send in-app notifications to their agents from within the Vymo app.

BUG FIXES

We will address a user input issue in our app related to the 12-key keyboard (both alphabet and kana) during the login process.

Issue Fixed: - 12-Key Keyboard Input: The problem where the first character is automatically selected when using a 12-key keyboard will be corrected. Users will be able to accurately input characters by tapping multiple times as intended. This issue currently occurs only during the first login after closing the app. User Impact:

This fix will enhance the usability of the app for users who prefer the 12-key keyboard, ensuring a smoother login experience.

2.Corrected Text Case in Map Customer Card

We will release an update addressing a UI issue related to the display of company names.

Issue Fixed:

Company Name Case: We will resolve an issue where alphabetical characters in customer names are displayed in lowercase on the map customer card.

Improvement:

Consistent Text Display: The customer names will now appear correctly, maintaining their original case format.

This fix will ensure that customer names are presented accurately and consistently across the app.

We will release an update to address an issue related to the LW (LINE Works) app icon navigation.

Issue Addressed: - Tapping the LW icon on the customer summary screen, linking to LINE, is currently causing the Vymo app to return to a previous screen.

Improvement:

Stable Screen Transition: The app will be updated to ensure that opening the LW application does not trigger unintended screen transitions in Vymo. The app will remain on the current screen as intended. This update will enhance the app's usability, ensuring a more stable and consistent experience.

4.Fix for Completed Activities Display Issue

In the upcoming update, we will address an issue related to the display of completed activities

Issue Resolved:

Completed Activities List Visibility: There is currently an issue where the completed activities list disappears when the smartphone is angled horizontally. The list will now remain visible regardless of the phone's orientation.

Note: - The Vymo application is optimized for Portrait view and does not support Landscape view. This update will ensure a consistent and reliable display of completed activities for users, enhancing the overall functionality of the app.

RELEASE NOTES CURRENT (November - December)

ENHANCEMENTS

1.Region Accessibility Refresh

A significant enhancement to our region-based access control mechanisms has been made. This improvement focuses on streamlining group creation and membership management, offering a more efficient and user-friendly experience.

Key Features:

Streamlined Group Creation: The group setup process has been optimized for efficiency. However, contrary to earlier information, there is no self-serve UI available for this feature at the moment.

Automated Membership Evaluation: Utilizing advanced algorithms, the system now dynamically assesses user attributes against group criteria in real time, ensuring precise and appropriate group assignments.

Real-Time Authorization: Access rights are updated instantaneously with any changes in group memberships, bolstering the security and precision of access control.

Update on Configuration Process: In response to recent feedback, it's important to clarify that the configuration for these enhancements is currently managed with the support of our technical team, rather than through a self-serve UI.

2.Android Update: Display of Activity Completion Date and Time

We have updated our Android application to enhance the visibility of activity completion details. Users will now see both the date and time of activity completion, matching the existing functionality on our iOS app.

Improvements: - Full Date and Time Display: The activity section now includes the full completion date and time, providing a comprehensive view of when activities are completed. - Consistency Across Platforms: This update aligns the Android app with the iOS version, ensuring a uniform user experience. This change enhances the user's ability to track and manage activities more effectively on the Android platform.

3.Introducing Bulk Download for Pending Approvals

The web platform now boasts a feature that significantly enhances the approval workflow, enabling users to download pending approvals in bulk for streamlined processing. This feature provides a comprehensive list of pending items, streamlines the decision-making process, and allows for subsequent bulk actions, enhancing the user's ability to manage approvals effectively. Functionality:

Accessible download feature within the 'Approvals' tab for users with the right permissions. Filter options for pending approvals and a 'Download' button for CSV or Excel output. Comprehensive information in the download, including key details and action columns for offline processing.

4.Enhanced Bulk Approval Actions via Upload

We have introduced a transformative feature on our web platform that empowers users to execute bulk approval or rejection of pending approvals efficiently through an upload mechanism. This simplifies bulk approval processes. With the ability to download templates, complete them, and upload them for bulk actions, users will experience a marked improvement in managing approval workflows. This user-centric feature is a significant step forward in streamlining bulk approval tasks. Functionality:

Within the 'Approvals' section, users can now navigate to a 'Bulk Upload' area designed for action-specific tasks. The process is facilitated by downloadable templates, ensuring that uploads are carried out with ease and accuracy. A user-friendly progress bar keeps users informed of the status of their bulk approval actions, providing clear, real-time updates.

5.Seamless Data Flow in State Update Forms

An update in Vymo's lead management system, focusing on the efficiency and consistency of data flow in state update forms. This enhancement simplifies the process of updating lead states by pre-populating fields in state update forms with corresponding values from lead profiles, ensuring that your data management is both streamlined and accurate.

Key Features:

Automatic Field Pre-population: Fields in state update forms will automatically populate with values from corresponding fields in the lead profile, provided they share the same attribute code.
Bidirectional Data Update: Changes made in these shared fields within the state update form will reflect in the lead profile, maintaining real-time synchronization.
Customizable Configuration: This functionality can be easily configured through JSON settings in the lead module, providing flexibility to tailor data flow as per organizational needs.

This update ensures that if a state update form and the lead profile have fields with the same field code or attribute code, those fields can be pre-populated with values from the lead profile. Additionally, any value entered or changed in the state update form for common fields will get updated in the lead profile field as well. This feature is particularly useful in maintaining consistency and reducing manual data entry efforts.

6.Enhanced Calendar Integration in Vymo

We are excited to announce an update to the Vymo platform, introducing a more generalized approach to external calendar synchronization. This development expands the integration capabilities beyond the current Outlook sync.

Key Enhancements: - Google Calendar Integration: Alongside Outlook, Vymo now supports synchronization with Google Calendar. - Refactoring for Generalization: The calendar sync feature has been restructured to facilitate integration with various external calendars, not limited to Outlook. This update aims to provide users with greater flexibility and a seamless experience in managing their schedules across different calendar platforms.

7.Web UX Enhancement for lead duplications

We're thrilled to introduce the Web UX Enhancement to the Vymo platform. This update aligns the web interface experience, offering a unified and intuitive approach to managing duplicate leads.

Key Features:

'Duplicates List' Bottom Sheet: A new feature that surfaces during lead creation, providing a clear view of potential duplicates for efficient decision-making.

Enhanced Lead Update Process: Any updates made to a lead's 'Product' field are automatically reflected in both the lead's profile and the current state.

The feature uses defined duplication logic/rules, varying per client, to compile the duplicates list. The enhancement is integrated into the lead creation flow, providing immediate visibility of duplicates.

8.Addition of Feature Flags for Import/Export Functionalities

We have introduced feature flags for the import/export and activity export features in our platform. This update provides greater control and flexibility in managing these functionalities.

Highlights: - Feature Flags: New feature flags for import/export and activity export. - Control and Flexibility: Allows for dynamic enabling or disabling of these features.

9.Streamlining Activity Titles

In our ongoing efforts to refine and enhance the Vymo user experience, we're excited to share an important update that focuses on simplifying activity titles. This change is part of our commitment to making information presentation more straightforward and less cluttered.

What's Changing? - Simplified Activity Titles: We're streamlining activity titles across all Vymo environments, including calendars and activity lists. The new format will feature only the primary "lead record name" or "partner record name" instead of the previous "VO" terminology. This simplification aims to avoid confusion and make it easier to understand and navigate through activities.

Unaltered Detailed View: While we're simplifying the titles, the detailed view of each activity remains comprehensive. You'll still have access to all the specifics, including information about referred records (previously referred to as VOs).

Why This Matters:

Enhanced Clarity: In some cases, like with Kemper, activity titles included the names of both the primary and referred records, which could be confusing, especially when these names were identical. For example, an activity titled "Document Collection with Nikita and Nikita" didn't convey the involved parties. By showing only the primary record's name, we eliminate this ambiguity.
Understanding 'Activity Roll-Up': Our feature called "activity roll-up" displays activities associated with interconnected records. For instance, an activity with "Lead L1" could also appear under "Lead L2" if L1 is a referral on L2's record. While this is useful, showing both names in the title was sometimes more puzzling than helpful.

10.New Sorting Feature in Mobile App

We are excited to announce the launch of a new sorting feature in our mobile app. This update allows users to efficiently organize and manage data within various modules by introducing sorting capabilities for Number, Currency, Date, and DateTime attributes.

Key Features: - Versatile Sorting Options: Sort data by Number (Integer or Decimal), Currency, and Date/DateTime attributes. - Customizable Sorting Orders: Includes both ascending and descending sorting options for each data type. - Module-Level Configuration: Administrators can specify which attributes are sortable at the module level, providing tailored functionality to meet diverse client needs.

11.Improved Hello Cards Loading Failure Handling

We've enhanced the Hello Cards loading failure experience on iOS. Now, if you encounter a failure due to connection issues or timeouts, you'll have the option to click on "View All and you won’t see category-wise numbers on the card. This action will retrigger the loading of module records, providing a more detailed and improved user experience.

Release notes 2023

Version 23.11-12

RELEASE NOTES UPCOMING ( December - January )

FEATURES

1.Enhanced Support for Data Value Types in Key Metrics