Recent Updates to Simply Stakeholders

To ensure you are using the most up-to-date version of Simply Stakeholders, please follow these instructions

2.1.22 - 2024-03-25

 

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:

  • Fixed 'Top search bar' results
  • Forms now consistently showing responses
  • Tasks - editing message with text or text to speech now saves 
  • Interactions Subject field now showing again, instead of Stakeholder name
  • GroupMail - able to send to Contact Groups
  • Resolved Annotations not adding sentiment 

 

Release v2.1.21 - 2024-03-04

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:

  • Resolved error message when attempting to change dates in Interactions.
  • Fixed issue where KMZ files were not displaying on the map for EU region.
  • Imported interaction tags now display correctly in the Admin menu.
  • Resolved issue with bulk editing stakeholders not working.

 

Release v2.1.20 - 2024-02-12

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

 

Release v2.1.19 2024-01-29

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