Recent Updates to Simply Stakeholders

2.1.23 - 2024-04-15

ENHANCEMENTS:

Notifications now automatically send when a task/complaint is created or the assignee is changed. You also have an option to manually send an email notification from either record
Clicking on the stakeholder avatar from the search page of an interaction will open the stakeholder record
Visual updates to 'Network Mapping'

BUG FIXES:

ENHANCEMENTS:

Task import now includes 'In progress' status
Properties now automatically populates the address when importing only Latitude and Longitude
Task board to now open in Kanban style view
SMS can now be sent from Interactions page
Editing now possible in 'All projects mode'
Only 1 primary Organisation will be flagged for each Stakeholder

BUG FIXES:

ENHANCEMENTS:

Reports are now available for 'custom fields' for interaction and stakeholder records. Custom text fields can be reported as tables, while other question types (e.g., multichoice or dropdowns) can be displayed as various chart types.
KML/KMZ files can now be set as the default view for all map views, overriding any manually inputted map center coordinates
Properties with only longitude and latitude coordinates can now be added.
Stakeholders linked to a property can be accessed and viewed directly from the map view by clicking on the property.
Stakeholders responding to forms can now be automatically added to a contact group.
Forms now support anonymous responses.
Interaction types (commitment, complaints or general) can now be bulk edited and updated for interaction records.
Audit function updated

BUG FIXES:

ENHANCEMENTS:

Stakeholder mapping now available in 'All-projects mode': Users can view the mapping of a stakeholder across all the projects they are involved in.
Sub filters have been included to enable users to select more than one data point while reporting

BUG FIXES:

Fixed 'System error' pop up when selecting a confidential record for a Role
Interactions no longer being duplicated when using the BCC email address
Email Notifications are now being sent after a complaint has been closed
Blank card on a stakeholder record is no longer being displayed for accounts with Properties turned off
Stakeholder Import is now working on the US server
EU clients able to login again

NEW FEATURES:

Outlook: You are now able to manage tags, interaction type & confidentiality directly from the add in. Refer to article here
Import properties: You are now able to 'Import Properties' from the Admin Settings menu. Refer to the help notes here

ENHANCEMENTS:

Admin settings: 'Manage Tags' Please refer to the help notes here
Stakeholder name now displays when hovering over the initials on the search page
Stakeholder Search Filter: First Name and Last Name fields are included
Added Duplicate check window on create pop up page: Duplicate records will now be shared from other projects when creating a Stakeholder record

BUG FIXES:

Stakeholder - Error pop up when opening stakeholder record has been fixed
Interaction - Notes are now saving properly
Properties - Uploaded KMZ files are now being displayed on the map and can be shared with other projects
Dashboard: Fixed the 'page unresponsiveness' pop up
Contact group can be used as an interaction filter
Contact groups can now be selected/de-selected for SMS interactions
Custom fields in Stakeholder records on the "Contact Groups" card now display correctly
Search pages: when coming back to the search page after navigating to edit pages, page and items per page are now retained
Fixed inconsistencies in users typing in the annotation card
Stakeholder Mapping has been updated in the 'Create Stakeholder' Popup
Projects can now be viewed/hidden based on confidentiality level