Version 2019.5, Dec 2019
- Known Issues
CRM
Enable calculated attributes of type boolean
Now you have the ability to calculate boolean attributes for persons and organizations.
There are three values for boolean attributes: true, false and unknown (not assigned).
The values true and false can be set via lists and it works in the same way as with single select.
The user can select a list for the value "true". Every person/organization that is on this list will automatically get the value "true". The same works for “false".
Important:
If a person/org is not on any of the lists, the attribute will be unassigned (no value for that person/organization)
if a person/organization is on multiple lists, the value that is higher ranked will trump the values below
Allow converting planned to closed activities based on date
Users plan activities for a certain date when they want to visit the customer but they don't have a fixed time slot for this. When they e.g. visited the doctor at the date it can be the case that the planned activity in the system is still scheduled for later in the day. Now the user needs to change the time to be able to close the activity as right now you cannot document a planned activity that is scheduled for later at the same day without changing the time first (logic).
To improve the user experience they can now convert planned activities to closed ones for the same date.
When the date of the planned activity is the current date the system shows the user two options: "plan" and "save". The "plan" button still allow the users to change planned activities but additionally the "save" button will convert the planned activity to a closed one. The time of the planned activity will no longer play a role in whether the system show "plan" or "save". It is only determined by the date. When the user selects "save" the system automatically changes the time to the current time and convert the activity to a closed one.
Examples:
The user has planned an activity for 14:00 but meets the doctor at 10:00. The user sees both the "plan" and "save" buttons. When the user clicks on "save" the activity will be closed with the current time.
The user has planned an activity at 14:00 but meets the doctor at 16:00. The user only sees the "save" button and when the activity is saved the time of the activity at 14:00 will be kept.
The user has planned an activity for 14:00 but does not meet the doctor. The user opens the planned activity and changes the date further into the future. Now only the "plan" button is displayed.
Administration:
The system can be configured per activity type in the activity type management under admin.
A new checkbox that is labeled "allow converting planned activities before time is reached” to enable this feature.
Offline - Mode
50% of the existing aggregates were refactored to be used in the abstraction layer to handle the offline and online commands.
Administration: attributes in activities & consent
Administrativ UI to configure which attributes are displayed in the activity creation screen and during consent collection.
These different rules can be managed by the admin:
Visibility per person assignment type e.g. Rep, RM, back-office
Visibility per person type e.g. doctor, pharmacist...
Visibility per activity type e.g. visit, phone call, ...
Visibility per organization type e.g. clinic, private practice, ...
Visibility per consent type
Time period in which the attributes are displayed in the activity creation screen (from: to:)
The admin can add as many collections of important attributes as needed to cover every configuration that may be relevant
If the admin selects multiple types of e.g. person type then those are connected by an logical "OR"
The different lists are connected by an logical "AND"
Example:
Attributes are displayed IF (person type = (doctor OR pharmacist)) AND (activity type = visit).
If nothing is selected in each section, then the system act as if everything is selected.
Enhance org activities
Enhance org activities so that the user can plan them via the calendar, add and track media, make additional attendees and costs configurable and add/edit org attributes.
In the Activity type management it is now possible to enter min and max values for attendees for each activity type. This determines if an activity needs persons at all (min = 0), if it is just a person activity (min, max = 1) or if it can also be used for org activities (max > 1).
It's possible to configure the activity type to not display the field for additional HCPs and the cost calculation. This option is only available if the max attendees is > 1.
A standard duration for activities that have a start time can be configured.
The user can choose via a switch if a person or org list is displayed to select the needed one, additionally filters and lists can also be used.
What is in a planned activity:
- user
- org
- topics (optional)
- attendees (optional)
- activity type (default)
- length: 2h default, can be configured in the activity type admin
- media (optional)
- date and time
When a media is assigned to a planned activity the user can start presenting from the preview.
Meeting conflict rules also apply to org activities. Here we need to check if there is already another activity with the same org and not the same persons.
The admin can select the activity type and select person and org attributes. Only org attributes will be displayed though if there is more than 1 person in the activity.
The user is then able to change the values of these attributes while documenting org activities.
When the user presents media and does not have a planned activity it's also possible to create an org activity from the media history. This is done by offering the tabs "persons" and "organizations" after the user clicked on "create activity".
Create org activity from main menu
Similarly to how you can create a person activity from the main menu it's also possible to create an org activity from here. This is done by offering the tabs "persons" and "organizations" after the user clicked on "create activity".
Create org activities from my activities list
Similarly to how you can create a person activity from my activities it's also be possible to create an org activity from here. This is done by offering the tabs "persons" and "organizations" after the user clicked on "create activity".
Create org activity from org
Similarly to how you can create a person activity from my persons and the person core view it's now also possible to create an org activity from here.
Promotional Materials can be used in org activities and works with 0-1 Person.
When adding a second or more persons the promotional materials will be removed.
yRoom
Salesforce connector with touch points
The Salesforce connector got extended to be able to read touch points from Salesforce and show them in the yRoom session for the specific account/contact. Actually this is limited to 10 touch point/activities in the past.
Save activity data via connector
Save basic activity on request via the connector to connected CRM systems (ysura CRM / Salesforce). The activity is created with static data from the customer configuration (activity type, topic) whenever appropriate. The attendee and start/end time a dynamically from the yRoom session.
System ability check
Before the yRoom can be entered a system ability check must be done in order to make sure the attendee can establish a connection.
In addition camera and microphone are checked if existing and attendee enables the access.
Slide animations
Animations on slides are also transmitted to the participant when the organizer starts the action.
Sending out room link via email
The room link can be sent to attendees via email.
Email sender address can be configured and it’s possible to define a reply-to address different to this one on a per users basis.
Known Issues
| Module | Reference | Issue | Description | Fixed in |
|---|---|---|---|---|
| Reporting | SUPPORT-2928 | Reports are not running | some reports are missing a view definition they rely on that was deprecated in 2019.5, new view definition link will be added | hotfix/2019.5.2 |
| Order Confirmation E-Mails | SUPPORT-2934 | Order Management Confirmations remain in pending / retry | added STARTTLS as option for TLS mode back to MicroMail Service | hotfix/2019.5.2 |
| Activity Creation | SUPPORT-2929 | Activity Creation from Person not possible in some instances | some activity types did not receive new configuration during release rollout - missing configurations are added | hotfix/2019.5.2 |
| Activity from Media | SUPPORT-2933 | Create activity from media offline needs exact time | Known issue: exoected behavior differs from expected user experience; error message is expected (improves media tracking and activity link data) | new changes to behaviour planned for next release |
| Activity from Organisation | SUPPORT-2932 | Create activitiy from organisation throws error | several UI error messages are displayed when activites are created from organisations |
In Progress, planned for hotfix/2019.5.3 |