December 2024

Release Date: 31 Dec 2024

Release ID: 828

Enhancements:

Language Limitation: Users were restricted from creating localized versions for surveys that were already live.

Enhancement: This restriction has been removed, allowing users to create localized versions even for live surveys.

Bug Fixes:

Bug: The default email disclosure statement contained extra spaces and misaligned question marks.

Fix: The extra spaces and misalignment of question marks within the invitation disclaimer have been corrected. This ensures a cleaner and more professional presentation of the disclosure information.

Release Date: 31 Dec 2024

Release ID: 827

Bug Fixes:

Bug: Users were unable to create a new survey when the question option text exceeded 50 characters.

Fix: The maximum character limit for question option text has been increased, allowing users to input longer text strings without errors. This fix ensures that surveys with more detailed question options can now be successfully created.

October 2024

Release Date: 18 Oct 2024

Release ID: 826

Bug Fixes:

Bug: In Report API Download, Reports were not getting downloaded when the Start Date was earlier than the End Date. The problem was due to the error in the datetime conversion to UTC format.

Fix: Corrected the datetime conversion logic to ensure accurate handling of date ranges, allowing reports to be downloaded successfully when the Start Date is less than the End Date.

Release Date: 08 Oct 2024

Release ID: 825

Bug Fixes:

Bug: When saving a survey, the subject of the reminder email was not being saved. Instead, it was getting cleared after entering the value.

Fix: The issue was caused by a code snippet that cleared the reminder subject when the survey did not have a follow-up question. This snippet has been removed, ensuring the reminder subject is saved correctly.

Release Date: 01 Oct 2024

Release ID: 824

New Features

  • Invite Files: Introduced a new option to download the invite files that were uploaded. Users can now easily export this data to Excel using the 'Export to Excel' option.

  • Invite Statistics: A new label has been added to display the count of responses, matching the total number of responses shown in the Responses tab. Additionally, a brief explanation about this count has been included in the Help section.

Enhancements:

  • Date Range Popup: Improved date selection usability across applicable sections:

    • For the End Date calendar, dates prior to the start date are now disabled.

    • For the Start Date calendar, dates greater than the end date are disabled.

  • Logout Behaviour: The system now redirects to the Login page after a user logs out. Previously, users were redirected to the Home page.

Bug Fixes:

  • Client Dropdown: Fixed an issue where, upon changing the client, the system would navigate to the cross-Survey Dashboard. Now, the system reloads the same page where the user was previously active.

  • Export Report: Display DateTime in Client Time Zone

    • Issue: The InviteSentOn and CompletedOn timestamps in the export report were previously displayed in UTC time.

    • Fix: These timestamps are now displayed in the client's local time zone, ensuring better relevance for users.

  • Invites Email: Disclosure Update

    • Issue: The email sent for invites was missing important disclosure information.

    • Fix: The email now includes the necessary disclosure, improving compliance and transparency for recipients.

September 2024

Release Date: 10 Sept 2024

Release ID: 821

New Features

  • Invite Statistics:

    • Survey Dropdown: Now displays only the live surveys, streamlining the selection process.

    • Survey ID Display: Survey ID is now shown alongside the Survey Title for better identification.

    • Help Section: A Help section has been added, providing detailed information about the metrics displayed.

  • Responses Tab:

    • Invite Sent on Column: A new column, "Invite Sent On," has been added, allowing users to filter records based on survey invite sent date and time.

    • Employee & Department Columns: The Employee and Department columns, previously hidden on page load, are now visible.

Enhancements:

  • Invite Statistics:

    • Default Date Range: The default date range is now set to "Today minus thirty days," offering more relevant data by default.

    • User Selections Persistence: When changing the survey dropdown, delivery method, or date, the page no longer reinitializes the user selections (survey, delivery method, date), ensuring a smoother user experience.

    • Delivery Method Count Logic: Adjustments were made to how counts are displayed for different delivery methods. For 'Email,' the count now includes only the invites sent via 'Email,' excluding those sent via 'Email And SMS.' The same logic applies to 'SMS' and 'Email And SMS.'

  • Settings Tab: Survey ID Display: The Survey ID is now displayed alongside the survey title for consistency.

Bug Fixes:

  • Responses Tab:

    • Date Handling: Fixed an issue where dates passed on for fetching data were in the client's time zone. They are now correctly passed as UTC time to match the database records.

    • Operator Consistency: The operator in the "where" clause has been updated from 'Less than or equal to (lte) endDate' to 'less than endDate,' aligning it with the other tabs for consistent data filtering.

August 2024

Release Date: 29 Aug 2024

Release ID: 820

New Features

  • LiveSurvey Docs: Introduced a new 'Release Notes' tab in the left-side menu, providing users with detailed information about newly deployed features, enhancements and bug fixes.
  • Reports: Added an option for users to select and edit the date range within the modal pop-up, offering more flexibility in generating and customizing reports.

Enhancements

  • LiveSurvey Docs: Upgraded Python and Mkdocs to the latest versions, improving overall performance and compatibility.

Release Date: 07 Aug 2024

Release ID: 819

New Features

  • Survey Dashboard - Responses Tab: Added a new "Language" column. This column will be displayed only for clients with Multilingual enabled.

  • Report - Export Report: Added a new "Language" column prior to the questions column. This column will be displayed only for clients with Multilingual enabled.

Enhancements

  • Search Tab: By default, the "Employee" column will now be displayed. Previously, this column was hidden, and users had to explicitly select the checkbox to display it.

Release Date: 05 Aug 2024

Release ID: 818

New Features

  • Trends Tab: Users can now manually select and customize the comparison date range, providing greater flexibility, whereas previously, the system automatically calculated this range based on the selected current period.

Enhancements

  • Trends Tab: The "Comment Key Phrases" section has been removed to streamline the user interface and focus on core metrics.

July 2024

Release Date: 23 July 2024

Release ID: 817

Enhancements

  • NPS Standalone Determination: NPS standalone surveys are now identified by ignoring the question types "Contact Requestion" and "Marketing Consent". This ensures a more accurate identification of NPS surveys regardless of these additional questions.

  • Question Alerts - Multiselect Values: Question alerts now support the selection of multiple values for triggering alerts. This provides more granular control over notification triggers based on specific answer choices.

June 2024

Release Date: 26 June 2024

Release ID: 815

New features

  • For the NPS Standalone survey, display the title card: This will show the survey title, date range, and response rate. By default, the date range will be today to today minus thirty days.
  • For the NPS Standalone survey, display the score over time: This will show a graph of the NPS score over time.

Enhancements

  • Make the Demographic links clickable for all relationship surveys: Previously, these links were only clickable for transactional surveys.
  • Cumulative Response Rate is displayed: The response rate displayed in the dashboard has been removed and replaced with the cumulative response rate. This is calculated for the period between the survey created date and the end date of the selected date range.
  • For the NPS Standalone survey, remove the overall summary scorecard: The overall summary scorecard that was previously displayed to the left of "Latest Responses" has been removed.

Bug Fixes

  • In Survey Builder, Text-type questions will be disabled: This question type is no longer supported to avoid confusion with the Comment type question.

Release Date: 4 June 2024

Release ID: 814

Bug Fixes

Issue: Follow-up emails were not being sent for Yes/No and Ranking question types. Additionally, for Select All, Multiple Choice, and Dropdown question types, follow-up emails were erroneously sent when multiple values were set.

Fix: This issue has been resolved. Follow-up emails will now be correctly triggered for Yes/No and Ranking question types. For Select All, Multiple Choice, and Dropdown question types, follow-up emails will only be sent according to the correct configurations, ensuring they are sent appropriately based on the selected values.

May 2024

Release Date: 28 May 2024

New Features

  • Response Rate & Score Change Display: In Survey Dashboard & CrossSurveyDashboard, we have enhanced the survey dashboard and cross-survey dashboard by displaying the response rate and the percentage change in score right next to the survey title. This comparison is made with the previous date range, allowing users to easily track performance over time.

  • Default Date Range Implementation: In Survey Dashboard & CrossSurveyDashboard, the default date range for data display is now set from "today minus thirty days" to "today". This ensures that users are always viewing the most recent and relevant data without needing to manually adjust the date range.

  • Survey Listing Tab: Similarly, when users click on a survey title in the survey listing tab and are redirected to the dashboard page, the default date range is set to "today minus thirty days" to "today".

Enhancements

Dashboard UI Enhancements

  • Date Range Control Relocation: We have streamlined the user interface by moving the 'Edit Date Range' option from the transactional overview section to the top of the dashboard, right next to the survey title. This makes it more accessible and intuitive for users to adjust the date range as needed.

  • Survey Dropdown Filter

  • Dashboard Tab: The surveys dropdown menu in the dashboard tab has been refined to display only "Live" surveys. Draft and retired surveys have been removed from this view, allowing users to focus solely on active surveys for better data management and analysis.

Survey Builder Enhancements

  • Automatic Label Translation: Any modifications to labels in English within the Survey Builder will now automatically trigger a translation to Spanish. To support this functionality, we have added a new column to the Localized Questions table to store the English text, ensuring consistent and accurate translations.

Bug Fixes

  • Yes/No Question Translation Issue

  • Survey Builder: We have resolved an issue where Yes/No question options were not being translated into Spanish. This fix ensures that all survey content is appropriately localized for Spanish-speaking users.

  • Invite Statistics Calculation Adjustment : When calculating response rates for live surveys, we have excluded invites and responses that were submitted while the survey was in draft mode. This adjustment provides a more accurate reflection of the survey's performance during its active period.

Release Date: 9 May 2024

Bug Fixes

  • Question Alerts - Comparison Operator Defaults: Fixed an issue where the comparison operator for question alerts defaulted to the first value in the dropdown for questions with non-numeric options and for scale-type questions. Now, the comparison operator correctly defaults based on the specific context of the question type.

Release Date: 5 May 2024

Bug Fixes

  • NPS Question - Removed Reverse Option: This bug fix addresses an issue where the NPS (Net Promoter Score) question functionality included a "reverse" option which is currently removed to ensure adherence to the standard NPS methodology. The score must range from "Not Likely" to "Extremely Likely" and cannot be reversed to range from "Extremely Likely" to "Not Likely".

Enhancements

  • Export Report - Added Metadata Columns: This improvement enhances the export report by adding columns that display question metadata.

  • Improved Data Analysis: The additional context provided by metadata can make it easier to understand and analyse the survey data. For example, you might be able to identify trends based on specific question wording or answer choices.

  • Enhanced Reporting: The inclusion of metadata allows for more comprehensive and informative reports. This can be helpful for communicating findings to stakeholders and making data-driven decisions.

March 2024

Release Date: 19 March 2024

New features

  • Validation to check for duplicate survey names: This new feature will help to ensure that you don't accidentally create multiple surveys with the same name.

  • Display a column 'IsMultilingualEnabled' to indicate the status of multilingual flag: The credit union members can create surveys in Spanish only if multilingual option is enabled under the client profile.

  • Localization :Surveys can now be localized to be accessible in Spanish, expanding their reach and enabling you to cater to a more diverse audience by offering survey content in Spanish.

    • Questions Tab: When creating a new survey, credit union personnel will not have the option to select the language preference (English or Spanish) if the multilingual option is disabled in their client profile.

    • Invitation Tab Preview: End-users (credit union customers) receiving the survey link should be able to choose between English and Spanish for both email and SMS invitations, provided their client profile has SMS service and the multilingual option enabled.

    • Follow-up Tab in English Language: Follow-up messages will be sent to credit union customers in either English or Spanish, based on their original survey response. This feature is only available for clients with multilingual capabilities.

    • Survey Preview: End-users (credit union customers) receiving the survey link should have the option to complete the survey in either English or Spanish via email and SMS, if their client profile includes SMS service and the multilingual option is enabled.

Enhancements

  • Validation to avoid survey translation for Live surveys: This improvement will help to prevent you from accidentally translating a survey that is already live.

  • Presentation tab - Made the fields mandatory: This improvement will help to ensure that all the required information is filled out before you can publish a survey.

  • Survey/Manage page, allow sorting the records based on Status. This improvement will allow you to sort your surveys by status, which can be helpful for finding specific surveys.

  • Survey Builder: When saving the survey/changing the language, the page should reload with current tab (tab which was recently selected by the user) as the active tab. This improvement will help to save you time and effort by keeping you on the tab you were working on when you save your survey or change the language.

  • Survey Builder: Configure the Survey Builder so that the survey status dropdown is only enabled for the English language. It should be disabled when switched to Spanish, preventing any changes. To edit, switch to English, make the changes, and then return to Spanish.

Bug fixes

  • Survey title would get trimmed when there is a hyphen in the survey title. This bug fix will ensure that your survey titles are displayed correctly, even if they contain hyphens.

  • When in Survey Builder, on Click of the back button, navigate to Survey/Manage page. This bug fix will ensure that the back button takes you to the expected location.