We have published a new version of Impact  Windows on the Windows Store. This new version includes some minor bug fixes.

SharePoint Integration for CatalogIQ

We’ve introduced a SharePoint integration app for seamless content syncing

• Admin Configuration: Admins can now install and configure the SharePoint integration app directly within CatalogIQ, specifying syncing parameters and options.

• Content Sync: Files and folders from SharePoint can be synced to CatalogIQ, making them accessible to admins for streamlined management and use in the platform.

This integration enhances content accessibility, centralizes management, and reduces the need to switch between platforms by syncing SharePoint resources directly into CatalogIQ.

Enhanced Pitcher Intelligent Agent (PIA) for Meeting Agendas and Custom Prompts

We've expanded PIA's capabilities within the text component

• Meeting Agenda Generation: With PIA, users can now automatically generate tailored meeting agendas based on meeting and account context.

• Custom Prompt Flexibility: Users can write custom prompts, allowing PIA to integrate relevant content links directly within the agenda or any generated text.

This update streamlines meeting preparation, enabling users to create focused agendas quickly, while leveraging context-aware prompts that can dynamically adapt to each meeting’s needs.

Bulk Update for Metadata and Properties

Admins can now bulk update metadata and properties for files across the platform.

• Bulk Editing Capability: Admins can now select multiple files and update their metadata and properties simultaneously, streamlining the management process.

• Flexible Adjustments: Changes can be made to various file properties and metadata, ensuring that all selected files are updated consistently.

This feature significantly reduces the time and effort required for file management, allowing admins to maintain accurate and organized records effortlessly.

Default Metadata Values for Content Uploads

We've added support for default metadata values when uploading new content.

• Pre-Defined Metadata: Admins can set default values for each metadata field in instance settings, ensuring consistent tagging and easier content organization across the platform.

• Streamlined Upload Process: New uploads will automatically include these default metadata values, reducing setup time and ensuring uniformity.

This enhancement simplifies content management, speeds up the upload process, and ensures that essential metadata is consistently applied for efficient content retrieval and categorization.

Metadata Filters and Enhanced Search in File Browser

• Metadata Filters: Users can now apply metadata filters within the File Browser, allowing for refined, criteria-based searches across files.
• Search Enhancement: The search functionality now spans across all folders, providing a flat list of results.

These updates make locating specific files more efficient, helping users save time and easily navigate to related content within the platform.

Enhanced Folder Navigation and Access

• Folder Details: Users can now access detailed information for any folder within the Content Browser, simplifying content organization and management.

• Folder Link in File Details: In the file details view, a folder link has been added, allowing users to jump directly to a file’s parent folder with one click.

These enhancements make it faster to navigate through the content structure, improving workflow efficiency and reducing time spent locating related files and folders.

Enhanced Component Toolbar in Canvas Builder

We have improved the selected component toolbar within the Canvas Builder to enhance responsiveness and user experience.

• Context-Sensitive Actions: The toolbar now displays different buttons depending on the type of component selected, ensuring users have access to relevant actions at their fingertips.
• Access to Settings: Quickly navigate to the settings of the selected component for easy modifications.
• Manage Theme: Users can effortlessly manage the theme settings of their components directly from the toolbar.
• Duplicate Components: A new option allows users to duplicate components instantly, streamlining the editing process.
• Collapse or Delete Options: Users can collapse components for a more organized workspace or delete components they no longer need with just one click.

These enhancements provide a more intuitive interface, reducing the time and effort required to manage components within the Canvas Builder. 

We are excited to introduce Impact iOS 2.85.1124 with new enhancements and bug fixes.

Key Updates

Bookmark Management Enhancements
You can now rename and reorder bookmarks within the content, providing greater flexibility in how you organize and access key information.

Keep Call Unexecuted confirmation Alert
To prevent unintended actions, we’ve added a confirmation alert for action keep call unexcuted inside postcall formulary, allowing you to verify if you wish to proceed or retain the executed call, adding an extra layer of security to your processes.

Enhanced SFDC Data Synchronisation
We've introduced the ability to use the {LastModifiedDate} parameter inside salesforce admin configurator subqueries. This ensures that only delta information (i.e., recently modified data that meets the condition) is captured, without pulling in data from the main object. This improvement enhances data accuracy and relevance in sync processes. Ex:   select Id, Name from Account where id in (select account__c from object__c where status__c = 'Active' and lastmodifiedDate >= {LastModifiedDate}

Content Download Control
A new parameter has been added that allows you to disable content downloads when the instance is open. This helps to safeguard your data and reduce unnecessary data usage when working within the instance.

Reset Database parameter
A new parameter has been introduced to force a database restart during deployments. This ensures data consistency and system stability, reducing the risk of errors and ensuring a smooth transition during updates or system changes.

We are excited to announce the release of Impact Windows Version 2.114.6.0 on the Windows Store. This update addresses minor issues and parity platform enhancements to provide you with an even more seamless experience.

Impact Live Now Available on Windows
We are thrilled to announce that Impact Live is now available on Windows! Users can now perform all their remote calls and utilize all remote capabilities directly from their Windows devices. This enhancement ensures a seamless, cross-platform experience for conducting remote sessions with full functionality.

New Pitcher Setting for PDF View
A new feature has been added to remember the selected view option for each PDF document. This will allow users to maintain their preferred view settings when reopening documents.

Progress Bar for Unzipping Process
A progress bar has been introduced for the unzipping process, improving user experience by providing clear feedback on the status of the download and extraction process.

Parity Enhancements Between iOS and Windows
Enhancements have been made to align configuration settings between iOS and Windows devices. This ensures that all existing settings are consistent and functional across both platforms.

Minor Fixes
Various minor bugs have been fixed to improve stability and performance across the platform.

Hey there 👋! 

We’re pleased to announce that the following improvements are now available with the new Zero 1.101 version:

Enhancements

• New Lightning Component for CatalogIQ Launch: Introduced a new Salesforce Lightning component that allows users to launch CatalogIQ directly from within an object tied to an account, improving accessibility and workflow efficiency

• Customizable Time Format on Zero Cards: Users can now see time displayed in the correct format and timezone based on their Salesforce data. This ensures time-sensitive information is more accurate and tailored to each user’s location.
• Accurate Last Visit Field Updates: The process for updating the "Last Visit" field has been enhanced. Now, it accurately reflects the most recent Pitcher Presentation linked to an account, improving tracking of account engagement.
• Improved Account Call Field Cleaning Process: Enhanced the cleanup process for account call fields to ensure data integrity and consistency across records, streamlining reporting and analytics.
• Channel Values Adjustment in Multichannel Activity and Sent Message Objects: Channel values inside the Multichannel Activity and Sent Message objects have been updated to ensure consistency across platforms and better data tracking.

Bug Fixes:

• Fixed Issue with Validation Rules: Resolved a problem that prevented certain complex validation rules (with "OR" conditions) from being properly understood and applied. This fix ensures that all validation rules are correctly processed.

We are excited to introduce several enhancements to streamline your communication processes and ensure compliance across all channels:

Out of Office Setup for Automatic Replies

You can now set up an "Out of Office" status directly from the user interface. When activated, automatic replies will be sent to customers, ensuring they are informed of any temporary unavailability. This helps maintain customer satisfaction even when reps are not available.

Restricted Words in Admin Settings

You can now add restricted words in the admin panel to prevent your reps from including those terms in messages. When a restricted word is detected, the send button will be disabled, and the system will notify the user of the reason, ensuring compliance in all communications.

Report Non-Compliance Messages

Reps can now flag messages that may breach compliance policies. These flagged messages are automatically sent to a manager and can be copied to relevant departments for further review. This allows teams to take swift action, such as contacting the customer or updating the restricted words list.

Conversation Search Functionality

We’ve added a powerful new search feature within conversations. Reps can now easily search past discussions for specific topics without the need to scroll through lengthy message threads. This helps save time and improves efficiency when retrieving important information.

Unsubscribe via STOP Message

Customers can now easily unsubscribe from any social media channel by simply sending a "STOP" message through their social channel tool. This simplifies the opt-out process and ensures smoother communication with customers.

Disclaimer Text in QR Code

When customers subscribe to your social channel via a QR code, you can now include any necessary disclaimer text to ensure they are fully informed before subscribing. This helps maintain transparency and builds trust with your audience.

Share Subscription QR Code via Email

Reps can now share subscription QR codes via email directly from their device. With just a click, the native email client will open, allowing the QR code to be sent quickly and efficiently to customers. This makes it easier to distribute subscription options and drive engagement.

These features are designed to help you stay compliant, improve efficiency, and enhance your overall communication strategy. We hope these updates will greatly improve your experience with the Pitcher Multichannel module!

Share Box for File Sharing in CatalogIQ

This feature streamlines file sharing within CatalogIQ, providing an intuitive and efficient way to share content.

• Share Box in Top Bar: Access the Share Box from the top bar to add content using the content picker.
• Automatic PitchDeck Creation: Automatically generates a PitchDeck with the User defined "Share" template after content is selected.
  
  
  
• Shareable Links: After creating the PitchDeck with your shared content, send the link via any channel or copy it to your clipboard.

Collection Player for Canvas

This feature allows you to present mixed content seamlessly in one viewer within you Canvas.

• Collection Player: Add various content types to your Canvas for a unified presentation.
  
  
  
• Select Files, Pages, and Videos: Choose content from multiple formats to include in your collection.
• Create Groups as Chapters: Organize your collection into groups that serve as chapters for easy navigation.
  
  
  
• Chapter Navigation: Navigate within and across chapters for a streamlined viewing experience.

Add Hotspots in Your Content

Admins can enhance interactivity by adding clickable areas in their content.

• Hyperlink Integration: Admins can now insert hyperlinks in content that launch other files.
• Define Clickable Areas: After opening a file, select the link icon to define specific areas that should be clickable.
• Target File Selection: Choose the target file via a modal and select it from the content picker for seamless linking.

Capture Customer Sentiment

This feature enables reps to capture customer sentiment in the context aware Notes App during presentations for better insights.

• Sentiment Feedback: Reps can capture customer sentiment based on the current page of a file or section of a canvas being viewed.
• Notes App: Opens in a new window, allowing reps to provide sentiment feedback easily.

Content Feedback by Reps

This feature allows users to provide feedback on content through ratings and comments, enhancing collaboration and quality control.

• File Details Access: Users can navigate to file details to submit their ratings.
• Comments for Admins: Along with ratings, users can leave comments for admins to review.

Design Tokens for Theming Templates

This feature simplifies styling and enforces design consistency across Canvases.

• Basic Design Tokens: Define essential design tokens to avoid starting from scratch and to limit design flexibility for Reps.
• Admin Interface: Accessible interface for admins to manage basic design tokens, ensuring ease of use.

• Design Token Types: Includes tokens for colors, typography, spacing, and potentially border styles.
  
  
  
• Easy Application: Design tokens can be seamlessly applied to components within canvases.
• Rep Restrictions: Reps can only use predefined design tokens and cannot create or modify them.

We have published a new version of Impact iOS on the AppStore. This new version includes some minor bug fixes.

We are excited to announce the release of Impact Windows Version 2.110.0.0 on the Windows Store. This update addresses minor issues and parity platform enhancements to provide you with an even more seamless experience.

New Features:

• Full-Screen Mode for Pitcher: A new full-screen button has been added to the Pitcher interface, allowing users to maximize the application window and hide native Windows bars for a more immersive experience in pitching mode.

• Download File in Background: Achieving parity with the iOS platform, the downloadFile event has been introduced to the Windows version, allowing users to download files seamlessly in the background.
  
  
• Quick Call Activation: The getIsPostcallActive event is now available on Windows, bringing it in line with iOS functionality. Users can start a Quick Call directly when the event is active.

Improvements:

• Microsoft Edge Chromium Full Support: The latest Microsoft Edge Chromium version is now fully supported, ensuring a smooth and optimized browsing experience within the application.

Performance Optimizations:

• Various internal function optimizations have been implemented to enhance the application's overall performance, resulting in faster load times and improved responsiveness.

A new version of Pitcher Impact iOS has been published in the Apple AppStore. With this version, we have completed an extensive amount of testing with iPadOS 18 and eliminated all issues we have found. In the iPadOS Public Release (GA) and subsequent updates, we will monitor the changes and keep on testing our application.

Key Updates:

• Content and app developers can now access to new functions to register and schedule push notifications even when the app is not running. These notifications can be used as reminders to bring the users back to the application.
• A new connection quality indicator is added to the Impact Live remote meeting controls to indicate if the user device connection health is good (with a green dot) or not (with a red dot). Please note this indicator is for the user (host) device, not for the participants and we suggest making a connection test before starting the calls as usual to detect connection problems in advance. This change will support the users to monitor their connection status during the call, not only at the start. Please see below for the two cases.

• Additional information is added about error logs to identify the issues and the user environment easier
• The error logging SDK is upgraded with a newer version and new config parameters were introduced to optimize the app performance
• Other minor bug fixes and performance improvements to prepare the Pitcher Impact app for the new iPadOS 18.