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April 2019

Updated
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Intouch Access

New & Updated Features

  • None

Fixes

The following issues were identified and resolved.

  • User bulk upload tool not applying user groups consistently

 

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Intouch Intelligence (IQ) 

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LiaCX

New & Updated Features

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New Check Dashboard

A standard Check dashboard has been added to the Dashboards page in IQ so that Check users can see the information that is most important to them, without having to manually build a custom dashboard.

The dashboard defaults to the past 30 days and includes all check programs, but all filter options are available to allow users to refine the results.

  • Users can drill down and view the record data from any of the charts
  • The charts and layout on this dashboard cannot be edited

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Updated Table View

When a user drills into the table view from a program scorecard (on the Dashboards page in IQ) they will, by default, see a list of all records for all locations, for the past 30 days.

They will also see an overview of the average score and record count over the past 30 days (regardless of date range filters that are applied).

Using the hierarchy sidebar, a user can drill down in the hierarchy to view a list of records for a specific node. Filter options are available on the table to allow users to refine the results further.

In the sidebar, users will only see the hierarchy node(s) to which they have access.

Users can view an individual record report by clicking on the record details in the list.

Users can also toggle to the hierarchy breakdown Table_Hierarchy_Toggle_Icon.jpg on the right side of the page to view the record count and score details for the various levels in the organization’s hierarchy.

With these changes, hierarchy details will load more quickly, allowing users to access their data more efficiently.

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Fixes

The following issues were identified and resolved.

  • IE11 - filters not working correctly, filter user interface not displayed correctly
  • Report subscription listing always shows 'Past 30 Days' as filter set
  • Hierarchy filters not persisting on chart point click-through
  • Browser 'back' button does not consistently return user to correct previous page from individual record view
  • New Table view Overview does not correctly truncate decimal point when hovering over data point in chart
  • X-axis values on new Table view Overview not showing fixed 'past 30 days' values
  • X-axis values on new Table view Overview 'past 30 days' values includes value for tomorrow
  • In new Table view 'Difference' score column header missing
  • Gauge/Number charts not aligned on new standard Check dashboard
  • Subtitle 'Average Score' appearing on all tables when drilling down from charts on new standard Check dashboard
  • Empty state message on single value chart on new standard Check dashboard incorrect
  • Average Score gauge on new standard Check dashboard not displayed correctly due to missing min/max values
  • Time spent value shown on an individual record for a Check audit or a survey not displayed correctly
  • Inconsistent fonts across dashboard charts

 

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Intouch Check

New & Updated Features

Improvements for Auditors

- Update Later/Update Now -

  • The message auditors see when a new version of Check is available has been changed to minimize the risk that they will update the app while completing an audit, and potentially lose unsaved data.

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- Real-Time Section Scores -

If the Show percentage in review screen and sidebar setting is enabled on a checklist, the section score will be displayed and will update in real-time, as the auditor answers the questions, so that they can see a summary of the results before they go to the review screen.

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Fixes

The following issues were identified and resolved.

  • 'Example Photo' caption showing even when no photo has been added
  • The location column/details on a list of followups is missing when all followups are for the same location
  • Followups date filter layout issues
  • List of canceled followups shows 'cancel' option in triple-dot menu
  • Checklist preview screen doesn't show new format for NA, cannot audit and followup options on questions

 

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Intouch Survey

New & Updated Features

Improvements to Email Distribution

- Set Multiple Logic Conditions -

Users can now set multiple logic conditions to trigger auto-delivery of a survey to a contact.

For example, the survey should be distributed if the contact:

  • Is over the age of 30 AND has French set as their language AND has made a purchase at a store since the beginning of 2019

 This provides our clients with more flexibility and control over their survey distributions.

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- Custom Email Sender & ‘From’ Address -

In the global survey settings, users can configure a custom email sender using an existing Mailgun, Mandrill, or SMTP email account in order to add a custom ‘From’ email address.

A custom ‘From’ email address can then be used when configuring the email distribution settings on a survey so that all emailed surveys come ‘From’ that address.

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- Custom ‘Reply-to’ Address -

Users can add a custom ‘Reply-to’ email address when configuring the email distribution settings on a survey to ensure that all replies are directed to a specific inbox.

- Submission Limit -

A submission limit can be enabled when configuring the email distribution settings on a survey to prevent the contacts who receive the survey from submitting it more than one time.

This is used to ensure survey results are not negatively or positively skewed by one individual’s opinions or experiences.

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Set Logic Using Contact Metadata

Previously, survey logic based on a contact’s metadata could only be applied using JavaScript.

We’ve now incorporated ‘Contact’ as a type in the survey logic user interface and users can choose from all default and custom contact fields when setting the logic. This will be significantly easier for our users compared to using JavaScript.

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Location Element Updated

When adding a Location element to a survey, users can choose to display the name and/or address of the location to respondents.

This can help respondents to more easily find and choose the correct location from the list when submitting their survey.

Enable Custom Domain for Survey

If custom domains have been set up for an organization by an Intouch user, a client user can then set a Custom Survey URL in the survey settings and, if desired, use a different domain for different surveys. Respondents will be directed to the custom URL rather than the default ‘intouchsurvey’ URL.

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Fixes

The following issues were identified and resolved.

  • Inconsistencies with show/hide default behavior on different question types
  • Contact 'Updated At' value not updated with all field updates
  • IE11 & Edge: layout/spacing on slider questions
  • Dates manually entered in a Calendar element not saved correctly
  • Incorrect error message displayed when duplicate contact is added to Contact Center
  • Email template name not appearing in Contact Center distribution user interface

 

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