Client Feedback Tool
  • Release 6.7 – Export Filtered Lists, Mark Replies ‘Unread’, and Expanded API/EIK Functionality

    Posted on February 17th, 2013 Matt No comments

    On February 17th, 2013, DesignFacilitator released the latest version of the Client Feedback Tool. Release 6.7 includes several new features to assist with importing and exporting data with the Tool. Additionally, we included many enhancements that our users have requested or suggested.

    We enhanced the Tool’s Enterprise Integration Kit (EIK), which allows you to send surveys from financial or other software. You can now pass through additional fields such as a contact’s company, company type, and group; and a project’s type, client, client-type.

    We augmented the power of the EIK data Application Programming Interface (API), which allows you to extract raw data from the Tool and use it in third party applications. Users who take advantage of this powerful feature can now extract Follow-up details, Net Promoter Scores (NPS), and NPS % Promoters and % Detractors. Another API improvement permits you to filter by your project numbers.

    Additional Refinements:

    • You will now see a warning if you attempt to add follow-up comments to the Answer Report of a survey that was started, but is not yet finished. [user requested]
    • Firm Administrators (FAs) now receive a warning message if they choose to delete a firm member. The FA may choose to delete the member and his associated data or just restrict the member from using the tool.
    • You can now see all of your scheduled reports listed, including those that someone else scheduled you to receive. [user requested]   The reports scheduled by others are on your Preferences screen in the Options tab.
    • Scheduled Reports emails now offer you an “Unsubscribe” link.
    • Now you can view a survey reply and then mark it “unread.”
    • If you filter your firm’s contact or project lists, and then export the data, you will receive a list of the filtered data, not all data. (improvement)