Get ready to elevate your productivity with a seamless and intuitive user interface. Upgrade to the Standard UI and experience a new level of efficiency and effectiveness in managing your accounts and contacts.

What's New:

New and Improved Categories Sidebar, Enhanced Document Filtering Mechanism

• Advanced Content Filtering: Now you can search files by text in filenames and keywords. Our sidebar has been upgraded to include filters for category, sub-category, type, favourites, and suggested content. Plus, you have the power of custom keyword-based filters for multidimensional filtering. We've also made sure file counters show absolute counts, and any custom filters without matches stay hidden for a clutter-free experience. Enjoy exploring your content like never before with this enhanced and efficient content discovery update!
• Distinct White Boxes: We have introduced a sleek design change to the categories' sidebar. Each section now appears in a separate white box, allowing for better organization and improved visual clarity. The clean and minimalistic presentation ensures that your focus remains on the content.
• Prominent Checkbox-like Items: We have significantly improved the category items to enhance usability. They now feature prominent checkbox-like elements, making it effortlessly easier to select and deselect categories. This intuitive design lets you quickly filter documents with a single click.
• Multi-Level Content Navigation: Introducing Multi-Level Content Navigation to easily filter documents across multiple categories. We are starting to implement the basis for complicated multi-level folder structures.

Improved Search Functionality and Compatibility

Expanded search capabilities in the UI to include accounts/contacts based on visible table columns, regardless of value config field type. Added support for extra fields and integrated the same with our advanced search algorithm.

Enhanced P0 Card Display and Functionality on Windows UWP

Implemented the showPZeroOverlay and resizePZeroOverlay events in Standard UI Windows. Utilized both events for displaying P0 cards. Removed win-only conditions from native.ts file, enabling window resizing functionality on Windows and sidebar expand/collapse.

Right-to-Left Language Support on Android

Now, Pitcher for Android offers a seamless user experience for right-to-left languages. This enhancement allows users in Arabic or Hebrew-speaking countries to enjoy a fully localized interface. Enable right-to-left language support in the Standard UI and provide an inclusive experience for all users. Explore the possibilities of global accessibility with Pitcher!

Accurate Thumbnails for Custom Decks

When creating a custom deck in the Standard UI, the thumbnail will accurately represent the first slide/page, even if it doesn't start with a slide from the original file's beginning.

Introducing Filters for Customers Page

You can now apply filters to the Customers page based on the filters you have on the map view or scheduler. You can also clear existing search queries using a single click.

Dashboard Layout Reflects SFDC

The dashboard now mirrors the layout of your Salesforce (SFDC) account. We've worked to ensure that the outcome position of charts and components is aligned with the SFDC design. Enjoy a seamless and consistent dashboard experience with this update!

Under the hood

We have made several improvements under the hood that make our application faster than ever!

Improved Button Management: Intelligent Visibility Based on File Presence

Our system now intelligently determines the visibility of buttons by checking for the presence of associated files using keyword-based matching. This advanced functionality allows us to manage buttons seamlessly in our UI. Instead of manually configuring each button's visibility, our system automatically handles it based on the file's content. This saves us time and effort, ensuring that buttons are appropriately displayed according to the instance’s configuration.

The Theme Color Manipulation API

This API helps us rebrand Standard UI as per our customers' brand colours. Developers can now easily change instance theme colours, offering enhanced customization options.

Improved Android Compatibility
In this release, we've focused on enhancing compatibility for Android users. Our team has diligently addressed various issues to ensure a smooth and seamless experience on Android devices. Enjoy improved performance and stability on your Android devices with this update.

Mobile / Responsive Fixes
We are pleased to bring you a series of fixes that enhance our platform's mobile and responsive experience. Our team has diligently worked to resolve issues and improve the responsiveness across various screen sizes and devices. Enjoy a more user-friendly and adaptive interface with this update.

Big Performance Upgrades
Get ready for a major performance boost! We've made significant optimizations to our platform, resulting in faster load times, smoother interactions, and improved efficiency. With this big performance upgrade, you can expect a more responsive and seamless user experience. Enjoy a snappier and more efficient platform with this update.

Bug Fixes:

• Resolved the issue preventing users from deleting custom decks in the "My Decks" section, where the decks were not being removed despite confirmation.
• Fixed intermittent issue on the Pitcher iPad app where users experienced incomplete display and inability to scroll through planned and submitted calls on the home page.
• Resolved the issue where sticky table headers were not disabled on iOS 16.4 and higher versions on legacy Webview.
• Addressed issue in Standard UI where users inadvertently sent the same events twice, resulting in duplicate schedule pop-ups and post-call forms. The bug fix ensures that users cannot double-click on buttons, preventing the occurrence of duplicate actions.
• Resolved issue in Standard UI where file counters did not accurately reflect filtered-out files, providing an enhanced and accurate representation of the file count. Additionally, addressed the non-reactive behaviour of the filtering mechanism, ensuring a responsive and dynamic user experience.
• Resolved issue with P0 card loading and "Reopen Details" button in the Customers tab.
• Fixed an issue where translations were not working correctly for Android.
• Addressed an alignment issue identified in the Customers (HCP) column, and we have successfully aligned the new column titles on the top line. This improvement ensures a visually consistent and streamlined experience.
• Resolved an issue reported on the iPhone where the Filter button was not properly centred on the Customers page.
• The issue with the "Open Detail" button on the My Decks page has been resolved, and it now functions correctly, displaying the additional information of the file when tapped.
• The issue with the alignment of the Filter dropdown, when filtered by Favorite on the Documents page in the Standard UI for iPhone, has been resolved.
• Fixed table header alignment issues on the customers' page.
• We've resolved a bug where engagement plans with the "In Progress" status were not listed as expected.
• We've resolved two bugs affecting Android users. Firstly, the issue with presentation file sharing has been fixed, and now the share icon is visible as expected. Secondly, the category filter on the Documents page now functions properly, showing filtered documents as intended.

We're excited to unveil new features and improvements that enhance the usability and performance of Impact iOS. From dynamically hiding location pins to a read-only configuration for Quick Planning, this update brings a seamless and intuitive experience.

What's New:

Dynamically hide or show location pins when Contacts are filtered on the map

We are excited to introduce an enhancement that improves the visibility of pins on the map when contact filters are applied. Similar to the Account filter, pins on the map will intelligently hide or show based on the filtered contacts. This enhancement provides a more consistent and streamlined map view, enhancing the overall user experience. More documentation can be found here.

Read-Only Configuration for Quick Planning View

We are thrilled to introduce a read-only configuration for the Quick Planning view. With this enhancement, users can now access a map view in read-only mode, allowing them to interact with accounts, contacts, and filters without the ability to schedule calls. The read-only view can be triggered using the showPlanningViewInReadMode TI event and provides a convenient way to browse and explore data on the map, offering a more flexible and controlled user experience. More documentation can be found here.

Bug Fixes:

• We addressed the issue where the app crashed when users attempted to create a new contact in the Scheduler. This bug fix ensures a seamless experience when starting a visit and selecting "Create New Contact."
• We have resolved an issue where search fields in the app were not handling Japanese single-byte and double-byte characters consistently. This bug fix ensures that searches using both types of characters produce accurate and expected results, improving the overall search experience.

Upgrade today and elevate your Impact iOS experience to new heights!

Get ready for a seamless user experience with our latest release! We're introducing enhanced sync error messages for a user-friendly experience alongside crucial bug fixes for smoother operations.

What's New:

Enhanced Sync Error Messages for an Improved User Experience

We have enhanced sync error messages to provide more user-friendly and human-readable messages instead of displaying direct error messages from Salesforce. This update aims to improve the user experience and facilitate a better understanding of sync issues.

Before

After

Bug Fixes:

• A bug causing the application not to display an alert or log errors when encountering invalid JSON in the extraField column has been fixed. Now, the app now matches the expected behaviour of displaying an alert to the user and logging the error message to the database, similar to the iOS behaviour.
• Fixed an issue where some incorrect character mappings were causing the Greek language search to fail. The search boxes should now work as expected with Greek language characters.
• Fixed an issue where the Pitcher error logs were not populated with adequate information.

Hey there 👋! 

We’re pleased to announce that the following  bug fixes have been fixed and are now available inside Apple Store.

bug fixes 

• Resolved layout issues in the custom decks. Previously, there were problems when arranging a horizontal presentation slide as the first slide, followed by a vertical PDF page. These issues have been fixed, ensuring proper layout and alignment in the custom decks PDF.
• Fixed issues related to updating last visits for contacts and person accounts. The previous logic for updating this information was not functioning correctly. The problem has been resolved, and now the last visit information is accurately updated for contacts and person accounts.
• Multiple small issues within the filters functionality have been addressed in this release. These improvements enhance the performance and usability of the filters feature, providing a smoother and more efficient user experience.

We strive to provide you with a reliable and seamless experience, and these bug fixes contribute to that goal. We appreciate your feedback and encourage you to continue reporting any issues you encounter, helping us improve our software even further.

Hey there 👋 

NEW We’re pleased to announce that the following features and enhancements are now available with the new Sample version 2.1.

Value Sample limits

New type value sample limits has been added in addition of existing quantity limit. This new type allow customers to setup limit based on value to not exceep certain amount of value.

That limit is applied to only Promotional Material products and will be added to Samples in future versions.

Product Group Limits

New version allow to create product groups with multiple products and enable to define a group-level quantity or value limit to ensure samples and materials requested or dropped satisfy compliance regulations.

Scan Bar & QR codes

Now is possible to scan code inside samples drop in order to provide to administrator exact serial number that has been dropped to a customer. 

The new feature enable to scan code based on number of quantities included in each product and send this information to sfdc inside Serial Number field from Inventory Transaction Item object.

Save as Draft

Users can now create samples and materials in advance of interactions with customers so that they can save them before and finishing them during in-person meetings.

Hey there 👋! 

✨ We are excited to announce the latest release of our Windows Store, which introduces several new features ,already available in iOS version, ensuring platform parity. ✨

features 

Revitalized Download Functionality:

Our enhanced download functionality now provides greater control and efficiency for all your downloading needs has been added to Windows too.

When prompted to download files, you'll notice a new and clever option called "Only Mandatory", which replaces the previous "Later" choice. This innovation saves you time by letting you download only the essential files for your tasks, ensuring you always have the most updated content on your device. Selecting "Only Mandatory" enables your instance to launch without any delays while only downloading crucial files.

But don't worry, you can still choose the regular "Download" option if you prefer. This retains the same set of choices as before – allowing you to download files based on size, their last update, or skipping them entirely for later.

To enable this fantastic feature, use the following settings:

• downloadMandatoryOnly: Instance setting that enables the downloading of only mandatory files.
• downloadMandatory: Metadata file keyword indicating a file is mandatory.

Enhanced File Hiding Capabilities:

Introducing an upgrade to give you even more control over file visibility! You can now choose to make individual files hidden, ensuring a cleaner and more focused user interface (UI).

With the "hiddenFile" keyword, you can mark files as hidden and keep them from appearing in UI components like Share Docs, Briefcase, and search results. These hidden gems will only be accessible through designated hotspots, ensuring a secure way to reach them when needed.

This enhancement allows you to safeguard sensitive files while maintaining a clutter-free UI, drawing attention only to the files you want to showcase. 

SDK SUPPORT 

New Native SDK Events have been added to assist partners and developers in meeting new customer requirements.

• Ti.App.fireEvent('markAllAsRead'): We have introduced a new function called 'markAllAsRead' within our SDK. This function allows you to mark all newly downloaded documents as read. This is particularly useful when reinstalling the app or switching devices. The UI can accurately determine whether the files should display a new badge indicator by marking all documents as read. This ensures a seamless experience when transitioning between devices.

Config parameters:

• skipEventsOverflowingPopup: Introduced a new parameter that allows to skip the scheduling conflict pop-up, providing a seamless user experience by removing the alert when events exceed the working hours.

bug fixes 

• Enhanced user experience by implementing a loading spinner within the custom deck for files with multiple slides, ensuring smoother presentation on the screen.
• Resolved an issue where account were not visible on the map when "Sync map" was enabled and a non-English language was selected in the settings, ensuring consistent functionality and user experience across different language options.
• Optimized some Portuguese translations.

Hey there 👋! 

NEW We’re pleased to announce that the following improvements are now available with the new Zero 1.89 version:

Salesforce Security Review

For that version, the annual security review has been approved in accordance with Salesforce standards for security and code practices.

Bug fixes

• To ensure that all new fields are accessible inside our permission sets, permission sets have been modified to include pending fields.
• To guarantee that all accounts are included for customers who have call calculation feature activated, a fix has been made inside the Account Call apex process.
• We have addressed an issue that prevented the retrieval of records during delta synchronization when dealing with person accounts instead of contacts.

Hello there! This is Cristian, from Pitcher Product Team. I would love to introduce to you to our first version of Pitcher Congress. 

Pitcher Congress is an event management solution, based on Salesforce, that allows field users to plan meetings that involve planned and actual expenses (based on types previously defined by backoffice), invitees and speakers. 

It also allows Managers, Compliance department and other stakeholders to be involved, if it is required, to provide their approval and to unlock field users to execute their meetings. Approval processes in Pitcher Congress are based on Salesforce Approval Processes and are setup on Salesforce side, providing all the necessary flexibility in both numbers of steps and logic.

Pitcher Congress can be used by field reps on the field on Pitcher Impact, or on Salesforce online. Approvers like Managers do need to connect to Salesforce to provide their approvals.

During the Congress celebration, informal calls can happen between the field force and the customers on the meeting. They can be captured, even if the person the field force is talking to is not part of their territory, filling in a formulary.

Pitcher Congress is already available. If you want to know more about the module, feel free to reach your Pitcher point of contact.

Hey there 👋! 

✨ We are excited to announce the latest release of our iOS app, which introduces several new features, improvements and bug fixes✨

new features 

Enable Screen Auto-Lock:

We have added a new setting option called "Enable Screen Auto-Lock." inside Pitcher settings. When this option is enabled, Pitcher will disregard instance-specific auto-lock configurations and always enable screen auto-lock. Please note that the auto-lock timeout can be adjusted in the device's settings under Display & Brightness > Auto-Lock.

SDK SUPPORT 

New Native SDK Events have been added to assist partners and developers in meeting new customer requirements.

• Ti.App.fireEvent('markAllAsRead'): We have introduced a new function called 'markAllAsRead' within our SDK. This function allows you to mark all newly downloaded documents as read. This is particularly useful when reinstalling the app or switching devices. The UI can accurately determine whether the files should display a new badge indicator by marking all documents as read. This ensures a seamless experience when transitioning between devices.
• Ti.App.fireEvent('addsfevent'): We have added a new 'notes' parameter to the 'addsfevent' event in our SDK. This parameter lets you add notes when scheduling a call directly inside the standard UI. This feature provides greater flexibility and convenience for managing your events and calls.

Config Parameters:

• autoAddKeepCriteria: With this new configuration parameter, you can indicate whether the account and contact keep criteria (accountKeepCriteria, contactKeepCriteria) should be automatically added to the initial queries. This streamlines querying and managing accounts and contacts within the app.
• autoAddDeleteCriteria: We have also introduced the 'autoAddDeleteCriteria' configuration parameter. This parameter allows you to specify whether the initial queries should automatically include the account and contact delete criteria (accountDeleteCriteria/contactDeleteCriteria). This simplifies the deletion process by automating the application of deletion criteria.

bug fixes 

Hey there 👋 

NEW We are excited to announce the release of our latest Pitcher Consent 2.2, packed with new features and improvements to enhance your consent management process.

 Here's what's included in this release:

IMPROVEMENTS 

Consent forms are now dynamic!

We have introduced a powerful new feature that allows you to add dynamic fields directly from the UI of our application. This new feature allows you to easily configure and customize your consent forms without contacting our support team.

By leveraging the settings in Salesforce, you can effortlessly make changes to your consent forms, ensuring they remain fully dynamic and tailored to your specific requirements.

Capturing multiple remote consents has never been easier!

In the previous version, we introduced the ability to capture multiple consents simultaneously. However, it required sending multiple emails, each with a separate attachment, for every remote consent. This has improved as we have consolidated all the attachments into one email.

Now, your customers will receive just one email with all the necessary attachments, simplifying the process and improving the user experience.

New Consent Toggles: Opt-in/Out Redesigned for Enhanced User Experience

We've completely redesigned the consent toggles inside the Remote Portal to provide a more intuitive and user-friendly experience.

With the enhanced interface, your customers can effortlessly indicate their consent preferences, empowering them to make informed choices.

bug fixes 

• The "Send Email" field inside the consent management object was not correctly populated. We have resolved this issue, ensuring the field is now correctly informed.
• Adjustments have been made to the reminder job to ensure more accurate and reliable reminders for consent management.