Release Notes | October 19, 2016

Pulse

Enhancements

  1. Added auto refesh of screen every 60 seconds to Voicemail and Email page so that you do not need to manually refresh your page to see new entries.

PULSE REPORT UPDATES

Abandonment Report

  • Renamed report to 'Last Call Action'

Queue Abandonment Report

  • Changed default report dates to MTD
  • Changed 'Queue Groups' filter multiselect
  • Added 'Brand' filter
  • Market - ONLY Group Queues
  • Renamed 'Market' filter to 'Queue'

Blocked Calls

  • Changed default report dates to YTD

Call Log

  • Changed column header name 'Call Result' to 'Disposition Result'

Call Volume

  • Updated filter name of 'Market' to 'Queue'
  • Changed default report dates to MTD
  • Fixed 'Brand' filter to work

Hourly Call Volume

  • Changed default report dates to Today
  • 'Market' filter name changed to 'Queue'
  • Fixed 'Brand' filter to work

Exception Report Detail

  • Fixed 'Brand' filter so if no brand is selected would be equivalent to all brands selected

Exception Report Summary

  • Fixed links in report to pass correctly through to the Exception Report Detail
  • Fixed sorting of columns to sort correctly

Calls/Leads Lost Report

  • Added 'Agent' filter

Average Speed to Answer

  • Fixed 'Brand' filter

Average Speed to Answer - Histogram

  • Fixed 'Brand' filter

Campaign Stats

  • Fixed sorting of columns

Agent Call Results

  • Added totals on bottom of report
  • Added 'Queue Groups' filter

Agent Handle Time Analysis

  • Fixed 'Brand' filter to work
  • Fixed summary rows to convert all minute columns correctly
  • Added 'Team' filter
  • Added sortable columns

Agent Productivity

  • Added 'Team' filter
  • Added totals

Agent Statistics

  • Removed report

Agent Booked Revenue

  • Added sortable columns
  • Fixed calculation issue with 'No User' row

Call Conversions

  • Changed default dates to MTD
  • Changed 'Market' filter label name to 'Queue'
  • Changed column name 'Call Booked Revenue' to 'Directional Booked Revenue'
  • Fixed 'Brand' filter

One Call Resolution

  • Changed default dates to MTD
  • Bolded Totals at bottom of report

Call Scoring

  • Added Grand totals

Call Metrics

  • Added 'Teams' filter
  • Added link to Call Score ID and renamed header of Recording ID

Agent Call Scoring Summary

  • Removed 'Call Score Template' grouping
  • Corrected blue header to show correct run dates
  • Bolded bottom totals

Agent Call Audit Detail

  • Added Call ID link to call
  • Removed Audit Start Date and End Date
  • Added column for 'Agent'
  • Added sortable columns

Agent Call Audit Summary

  • Removed Audit Start Date and End Date
  • Bolded Totals
  • Added sortable columns
  • Added overflow scrolling

Agent Adherence Detail

  • Added Total # in Danger
  • Added Total Duration to the bottom of the report
  • Changed label of Roles to Teams

Agent Adherence Summary

  • If there is no activity on an agent do not show agent at all
  • Added 'Total Calls' column
  • Added sortable columns
  • Added 'Total Infractions' column

Agent Daily Status Detail

  • Added 'Agent' filter

Agent Session Log Daily Summary

  • Added order by date
  • Added Agent filter
  • Added Team filter

Agent Session Log Daily Detail

  • Added Agent filter
  • Added Team filter

 

CRM REPORT UPDATES

Leads By Check in Date

  • Changed default dates to Next MTD
  • Added phone number column to the report (comma separated all 3 Home, cell, other….in order)
  • Fixed width of phone number field

Lead Lost analysis

  • Changed default dates to MTD
  • Added overflow scrolling
  • Added price/total column

Leads Auto Close Report

  • Added 'Auto Close Type' column
  • Added Totals row
  • Removed report grouping
  • Added sortable columns
  • Added 'Lead Created' (date) column
  • Updated dates to be correct format
  • Bolded totals row

Lead Pipeline - Aging Detail

  • Removed report grouping
  • Added sortable columns
  • Added default 'Latest Activity' to be oldest or no activity first
  • Added 'Lead Created' (date) column (set as 3rd column)
  • Moved Lead ID to the first column
  • Updated 'Created Date' to correct format and removed time

Lead Pipeline - Aging Summary

  • Updated 'Agent' column to be clickable to go to detail report when agent is clicked
  • Fixed agent link to open to a new tab

Lead Pipeline - Activity Count

  • Removed report grouping
  • Added Age (in days) column
  • Added Average Count column
  • Added sortable columns
  • Added Average row to bottom
  • Required at least one filter to be selected to run report
  • Moved Lead ID to the first column
  • Updated Total column to be an average on the average row

Lead Pipeline - Rollup

  • Added 'No Priority' column to show how many leads that have a '0' priority set on the lead.

Property Management System

Fixes

  • Allow payments to be voided out of ACH batches within Reconcile mode.
  • Allow voided transactions to show up on monthly and annual owner statements list.

 

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