Beyond
New:
- Added more features to the existing Tasks functionality. These features include:
- Pinned Tasks
- Pinned tasks will be displayed to users first on the home screen under the Pinned tab.
- You can pin and unpin tasks from the task and home screen pages.
- New Tasks page
- Search for tasks by filters such as Mine, Unassigned, Team, Tag, Text, etc.
- Multi-select tasks to mass-reassign, and/or mass-archive/unarchive tasks.
- Teams
- Assigning tasks to teams
- You can create teams in the "ServiceRepTeam" table. This cannot be done in the UI at this time.
- You can assign service reps to teams via the "ServiceRepTeamMember" table. This cannot be done in the UI at this time.
- Assigning tasks to teams
- Tags
- Adding/Removing tags to tasks
- Adding a task is done by clicking on "Tags" when creating a new task. You can type multiple tasks by hitting the tab, comma, and enter keys on your keyboard.
- These tags can be used then on other tasks so long as they are not removed from all other tasks too.
- Adding/Removing tags to tasks
- Permissions
- Task-ignore-personal-task-restrictions-read
- Ability to see tasks distributed to teams you are not associated with, as well as personal tasks for any service rep.
- Ability to see unassigned tasks distributed to teams you are not associated with.
- Task-ignore-private-task-restrictions-read
- Ability to see personal tasks for other service reps that are marked private.
- Task-ignore-personal-task-restrictions-assign
- Ability to Re-assign a task from the ellipsis menu in any of the places you can see a task. (Assuming the task is not completed)
- Task-ignore-personal-task-restrictions-edit
- Ability to reschedule the task, change the priority on the task, and edit the task.
- Task-ignore-personal-task-restrictions-read
- You can now
- Log Messages to tasks. Messages logged on tasks linked to a Employee, Customer, Contact, etc will get left on the record as well.
- Reassign tasks to other users.
- Expand individual tasks to view notes, tags, and messages.
- Pinned Tasks
Improvements:
- The chat close button was previously under an ellipsis menu. Removed the menu and replaced it with an X button that will close/end the chat. After the chat is closed, the conversation is logged as a message on the employee record .
Fixes:
- Previously, Beyond did not signal to Twilio that it is 'offline' when chat is toggled off. Now it does and online presence bubbles and notifications come through properly.
- If an SR was in a Chat and it was left unused for 5 minutes, an error would occur when sending a message. This error will no longer come up and messages will send properly.
Maintenance:
- Performed a complete overhaul of how we manage form dialogs in the app. This does not involve confirmation dialogs or information dialogs; it does involve any dialogs that have input fields in them.
- Upgraded to Webpack v4 from v3 and refactor to ultimately improve performance, development experience, and maintainability.
- Regained the ability to override CSS styling of packages by replacing or reengineering usage of Webpack manifest plugin tools to support a main.css file that is referenced in html after vendor.css.
- Revised the composition of run.js to track propagate non-zero child process exit statuses to the current process.
TW API V3
New:
- Added support in the custom data search for custom data elements that support multiple values. This will allow for Custom Data searching in Beyond.
- Added Chat endpoints to create and destroy a channel.
- Added Description to System/Tenants. This is in preparation for changing the tenant names to snake case, we need to add the description to these endpoints so Enterprise can display user-friendly tenants in the list.
- Added more endpoints to use with Tasks.
- Allow tasks to be unassigned.
- Allow tasks to be private.
- Allow tasks to be pinned.
Fixes:
- Resume parsing will no longer error out on resumes that have the region of Nebraska included in them.
- ZipWhip messages will now only send to active contact methods.