Release Notes
See what’s new and improved with Broadstripes.
| Category | Description | ||
|---|---|---|---|
| New/Improved | User Experience/UI | Users may clear notification pop-up messages from view with the "Clear all" button. | 2023 August |
| New/Improved | User Experience/UI | The search panels on the shapes map have a hide/show button that toggles the visibility of the panel's search. | 2023 August |
| New/Improved | User Experience/UI | Users do not have to wait while limited visibility changes are saved. | 2023 August |
| New/Improved | User Experience/UI | A refresh button has been added to the change explorer on the homepage. | 2023 August |
| New/Improved | User Experience/UI | A "Copy emails" button has been added to the Project members page. This will copy all visible (filtered) emails into the user's clipboard. | 2023 July |
| New/Improved | Reports | The custom SQL report data grid can export data to Excel or a PDF. | 2023 July |
| New/Improved | User Experience/UI | The "Shops and Departments" page is now a searchable and filterable grid. Additional information about organizations will be available including creation and update details. Column visibility may be changed according to user's preference. Users may also download the shops and departments table as a spreadsheet or PDF. | 2023 July |
| New/Improved | Public forms | Opt-in checkboxes on public forms are checked by default. | 2023 July |
| New/Improved | Reports | Spreadsheet template reports can be scheduled to run at a specific time of day on a daily, weekly, or monthly basis. Reports can be sent to a user group or a custom set of users. | 2023 July |
| New/Improved | User Experience/UI | The "Sent Email" table is now a searchable and filterable grid. | 2023 July |
| New/Improved | Admin | The "Forms submitted" table is now a searchable and filterable grid. | 2023 June |
| New/Improved | Public forms | Public forms can include a checkbox to automaticaly opt-in a submitter to SMS or email communications. | 2023 June |
| New/Improved | Search results/layout | Custom time of day fields can now be used to sort search results. | 2023 June |
| New/Improved | Search | Searches for phone and email respond to the values: good, bad, multiple and single- e.g. email = multiple | 2023 June |
| New/Improved | Search | The timelinetype search keyword now works for word-matching in addition to exact matching. | 2023 June |
| New/Improved | User Experience/UI | The left navigation panel may be resized when the panel is pinned in an expanded state. | 2023 June |
| New/Improved | Data import | The data import system (manual and automated) can, at the admin's option, provide detailed summary data from an import in email notifications. Email attachments can include matched/unmatched rows, skipped rows, and rows with errors in CSV format. | 2023 June |
| New/Improved | Search | The search keyword nickname is available in the search builder tool. nickname is also compatible with magic values, any and none. | 2023 June |
| Fixed | Search | Search results for "date called" were returning values in UTC. Search results now return values with respect to Eastern time. | 2023 June |
| Fixed | Search | The timelinetype search keyword will not distinguish between searches for timelinetype = "code change" and timelinetype = "assessment change". Both searches will return identical results. | 2023 June |
| Fixed | User Experience/UI | The "Assign to leader" bulk action in the search results records by whom the contact leadership assignment was created or updated by. | 2023 May |
| New/Improved | Admin | The Change explorer found on the Recent Changes tab of a user's homepage gives more detailed information on contact modifications. New columns/items include:
Change explorer is enabled for admins by default. An admin may enable the feature for basic users in a project. | 2023 May |
| New/Improved | Reports | Basic list PDFs and spreadsheets can be scheduled to run at a specific time of day on a daily, weekly, or monthly basis. Reports can be sent to a user group or a custom set of users. | 2023 April |
| New/Improved | User Experience/UI | If a user in a project that requires two-factor authorization has blocked the SMS notification number, they will be given instructions to unblock it when they reach the two-factor authorization verification page. | 2023 March |
| New/Improved | Public forms | The employment search for public forms has been enhanced and provides a faster search experience for the user when entering employment information. | 2023 March |
| New/Improved | Reports | Status reports can be scheduled to run at a specific time of day on a daily, weekly, or monthly basis. Admins will see an additional tab, Schedule, on the Edit page of a report. Reports can be sent to a user group or a custom set of users. | 2023 March |
| New/Improved | User Experience/UI | Product tours for basic tasks have been added to the search layout and sort builder dialogs. Users may refer to these for step-by-step instructions on proper use. An open book icon has been added to the right side of these dialogs to trigger these product tours. | 2023 March |
| New/Improved | SMS | Web addresses (URLs) contained in SMS messages sent or received by Broadstripes are now parsed and displayed as links. Clicking the links will open them in the user's browser. | 2023 March |
| Fixed | Public forms | The small, right-aligned "X" icons in the employment location-chooser dropdowns on public forms were supposed to clear the dropdowns when clicked, but they weren't working. They have been fixed. | 2023 March |
| Fixed | SMS | Users who block SMS notifications from Broadstripes notification numbers (by sending "STOP" to the number) will now receive warning notifications on every page of the app urging them to correct the problem. (To be a valid user of Broadstripes' SMS functionality, a user must agree to receive SMS notifications from the app to their personal cell number.) The warning message will direct the user to their settings page, where they will receive instructions about un-blocking Broadstripes. | 2023 March |
| Fixed | Public forms | Below the shop/employer level, the tiered drop-downs for selection of department and sub-department on public forms indicated that they were "[optional]". This has been removed. | 2023 March |
| New/Improved | Reports | The Requested Reports page is a searchable and filterable grid with new informative columns. The filtering options allow the following specifications:
In addition, project admins can download and view other users' requested reports on this page. Reports will not be marked as downloaded when downloaded by the project admin. | 2023 March |
| Fixed | Public forms | If Broadstripes ran into an issue sending an email after a public form was submitted, this would cause problems recording the form submission. This has been fixed so that public form submissions will not fail even if an email issue occurs. | 2023 March |
| New/Improved | Search | The magic value multiple is available in the search builder drop-down menu for the employer keyword. It will be listed as "has multiple values." Users may use this to find records that have more than one employment. | 2023 March |
| New/Improved | Reports | Custom database reports can now be designed with parameters for user input at run-time. This will allow users to specify a lookback period for a report, the name of a particular user for a change history, etc. The specified parameters will appear on the report, as will a customizable name. | 2023 March |
| New/Improved | SMS | If a Broadstripes user sends a bulk text message with an invalid attachment type, an error will still occur and the messages will fail, but the recipients will no longer be blocked from receiving future texts. (Also, the error that you see is more explanatory than just "Error 12300"!) | 2023 February |
| Fixed | Public forms | Under certain unusual circumstances, a public form that was trying to merge to an existing person record could wipe out some of the data on the merged record. This has been fixed. | 2023 February |
| New/Improved | Public forms | An admin setting up a public form (such as a digital card) can now allow workers to indicate where they work on the form. The admin can choose one of four different methods:
| 2023 February |
| New/Improved | User Experience/UI | If you have them, quick links are now accessible in the left-hand navigation panel and in the search dropdown. In addition, quick links, saved searches, and recent searches are color coded and in smaller type to make more of their names visible. | 2023 February |
| Fixed | User Experience/UI | The app would create a duplicate record when a user double-clicked on the Save button. This bug has fixed. | 2023 February |
| New/Improved | Profile pic | If a person has a profile pic, the image will be displayed in the header of the record. | 2023 February |
| Fixed | SMS | Text messages with non-graphic attachments would return a prohibitive error from the SMS provider. Broadstripes will now only accept JPEG, PNG, and GIF attachments. | 2023 February |
| Fixed | User Experience/UI | Some emails and phone numbers were erroneously flagged as repeated when attempting phone = repeated search. This bug has been corrected. | 2023 February |
| New/Improved | Public forms | A "On the PDF, hide fields left blank" checkbox in the form editor allows PDFs to be generated without blank fields. | 2023 February |
| New/Improved | Profile pic | Picture Grid is a new pdf available in the Reports drop-down menu. The pdf will display selected contacts' Profile pic, name, shop/department, and classificaton/jobtitle. | 2023 February |
| New/Improved | Profile pic | An image may be added to a person's profile as a Profile pic. This image may be added onto and displayed in the search layout. | 2023 February |
| New/Improved | Public forms | The legal agreement checkbox can be placed and re-ordered in the form editor. | 2023 January |
| New/Improved | Custom fields | The "long display text" attribute on custom fields can contain HTML tags that will be processed for display. | 2023 January |
| New/Improved | Public forms | If a custom checkbox on a public form is marked as a required field, it must be checked when the form is submitted or the form is rejected with an error message. | 2023 January |
| Fixed | User Experience/UI | Logging in with an invalid email erroneously returned a message "Invalid security code." The message "Invalid email or password." is now displayed. | 2023 January |
| Fixed | User Experience/UI | Address fields that appeared as empty even though an address value was present have been fixed. | 2023 January |
| New/Improved | Mobile | The "Now" button for timeline entries has been added to the mobile interface. | 2023 January |
| New/Improved | Public forms | The employer can be specified by the public form submitter using tiered, sequentially populated dropdowns. if the project has multi-level shops/departments. | 2023 January |
| Fixed | Search | Some contacts were returning a false value of duplicate when the duplicate has been removed. This bug has been corrected. | 2023 January |
| Fixed | User Experience/UI | The project admin membership page does not crash after saving from the Limited visibility popup. | 2023 January |
| New/Improved | Public forms | Single choice events display as radio buttons on a Public form. | 2023 January |
| New/Improved | Public forms | An "Other options" tab on the pubic form editor allows an admin to specify an event step that will automatically be set for the contact record created by the form and specify the contact type that will be applied to the record created by the form. | 2023 January |
| New/Improved | Public forms | The "Employment" tab of the public form editor offers the option of forwarding a submitted form to the business email address of the shop listed as the employer. This email is customizable and separate from the email received by the worker. | 2023 January |
| New/Improved | User Experience/UI | A "Now" button has been added to the timeline item entry field to easily record the current time. | 2023 January |
| Fixed | Contact timeline | The "now" button that should be next to the "Occurred at" time of day field on the full-app search results timeline dialog is now properly showing. | 2022 December |
| New/Improved | Reports | Excel-formatted spreadsheets can now be generated for up to 25 000 contacts. | 2022 December |
| New/Improved | Matching and Merging | A public form that matches an existing record in Broadstripes will no longer create a "matched and merged" timeline item. | 2022 December |
| New/Improved | User Experience/UI | Users are synchronously required to use two factor authentication if a project in which they have a membership requires it. | 2022 December |
| Fixed | User Experience/UI | Security code input issues in Google Chrome have been fixed. | 2022 December |
| New/Improved | Reports | Spreadsheet reports(XLSX/CSV) will include a "Timeline Entry Time" column with the time appropriate for the timeline type when timeline entries are included. | 2022 November |
| New/Improved | Matching and Merging | A contact merge will append data of a multi-line text custom field with a date stamp rather than completely overwriting the older data. | 2022 November |
| New/Improved | Public forms | A confirmation email from the public form is optional. | 2022 November |
| New/Improved | Public forms | If a public form wants to create a timeline item but can't match a person in Broadstripes using the "Contacted by..." info supplied on the form it will create a new person record to which to link the timeline on the worker's record. | 2022 November |
| New/Improved | Contact timeline | An optional time of day field is now available for timeline entries. | 2022 November |
| New/Improved | Public forms | A public form can create a timeline entry. | 2022 November |
| New/Improved | Public forms | A public form can include steps from an event as a checkbox group. | 2022 November |
| New/Improved | Public forms | A public form can link a person to an organization via employment | 2022 November |
| New/Improved | SMS | The limit on the length of a bulk text message is now 480 characters (exactly three "message segments") down from 500. Since the SMS provider charges for each segment it makes sense to discourage text authors from going over. | 2022 October |
| New/Improved | Admin | An admin can select any SMS number in the project to send SMS messages. | 2022 October |
| New/Improved | User Experience/UI | Your Broadstripes project can be secured with two-factor authentication. Contact support to enable this. | 2022 October |
| New/Improved | Public forms | A public form can be set to not attempt to match to an existing contact. | 2022 October |
| New/Improved | Call center | A password for a Call Center call pool can be created in the Edit call pool page. | 2022 October |
| New/Improved | Public forms | The public form and post-submission page can be customized with CSS by Broadstripes support. Please contact us for help with this. | 2022 October |
| New/Improved | Public forms | The public form allows the admin user to specify whether the confirmation email has a PDF attached containing the submitted information. | 2022 October |
| New/Improved | Public forms | The public form allows the admin user to choose whether or not to display a second confirmation input for the form submitter's email address. | 2022 October |
| New/Improved | Admin | Admins cannot view another user's settings page. | 2022 September |
| New/Improved | Email | The Sent email page provides detailed information on the attempted invalid and successful email messages. | 2022 August |
| New/Improved | Email | A mass email recipient will receive multiple emails if multiple addresses are opted-in. Previously recipients would only receive communications to their primary email address. | 2022 August |
| New/Improved | Admin | The option to change a contact type can be "locked" for basic users. In the General settings page admins can uncheck "Modify a record's contact type to disable for basic users. | 2022 August |
| New/Improved | Bulk actions | The bulk email and text messaging permissions panels allow the user to specify which contact info groups a change should apply to.(Home Business Personal Other and All) | 2022 August |
| New/Improved | Admin | Admins can bulk change the primary contact info of contacts via the panel that appears when "Change primary contact info" is selected in the Actions menu. | 2022 August |
| New/Improved | SMS | An automated message is sent to a contact's email when they have opted out of receiving SMS messages. This message will provide instructions on how to opt-in to receive SMS messages. | 2022 August |
| New/Improved | SMS | A user setting or changing their cell phone number for notifications must confirm the number and opt in. Users must reply "Yes" to the notificatications confirmation text. A final confirmation message will be sent from Broadstripes when the SMS number is confirmed and opted in. | 2022 August |
| New/Improved | SMS | The user account page indicates if a SMS notification number has been confirmed. If a SMS number is changed the user will then be given an option to confirm and save. This will send a notifications confirmation text to the SMS number. Notifications confirmation texts can be resent by retyping the number and saving. | 2022 August |
| New/Improved | SMS | Hovering the cursor over a message bubble in the SMS conversation view makes a timestamp popover appears and displays the time at which a message was sent or received. | 2022 August |
| New/Improved | SMS | An exclamation icon appears next to a cell number that has returned a messaging error . | 2022 July |
| New/Improved | SMS | Users can search for contacts who have one or more cell phones that have encountered an error when sent an SMS message. A search using the "phone" or "cell" search keywords with the magic value "error" like so: "phone = error". The keyword can also be found in the search builder. | 2022 July |
| New/Improved | SMS | Text recipients can opt-out of receiving text messages by replying to the initial SMS with the word "STOP". | 2022 July |
| New/Improved | SMS | Broadstripes sends text messages as MMS when the character count (including tokens) is over 160. | 2022 July |
| New/Improved | Search | The behavior of the search keyword #type# was made more useful and consistent for finding contacts. Negative searches now work (e.g. #type != person# will find all contacts which are organizations or organization sub-types). Exact-matching also works (e.g. #type == person# finds contacts of the Person type not those of any sub-types). | 2022 July |
| New/Improved | SMS | Search results SMS conversation view should refresh after message is sent dynamically from within timeline. Incoming and outgoing messages are displayed and updated in real time. | 2022 July |
| New/Improved | SMS | A searchable column has been added to the Sent Texts page that shows the virtual number the SMS was sent from. | 2022 June |
| New/Improved | SMS | The information in the Caller tab of the Call Center page can be downloaded to a pdf or excel spreadsheet. | 2022 June |
| New/Improved | Email | If a project-wide email address has been specified in outgoing email settings it will be the default "From" email address in the drop-down menu for bulk emails rather than the user's account email address. | 2022 June |
| New/Improved | User Experience/UI | Mobile users can add or edit notes for contact info. | 2022 June |
| New/Improved | Search | SMS search keywords have expanded. "Smsdate" will return people who have sent or received a message on a certain date or in a certain date range. "Smsfrom" and "smsto" return people who have received a text from or sent a text to a specified user. The values can be a name or a virtual phone number. The existing `sms` keyword has been enhanced so that it will respond to the magic values: incoming outgoing delivered undelivered unknown failed. These keywords and values may be found in the search builder. | 2022 June |
| New/Improved | SMS | SMS messages are now assigned a serial index number. Users can search for contacts that have received a specific message by search using this number. ie sms = 22 will return all contacts who were sent this sms message #22 | 2022 June |
| New/Improved | SMS | The bulk and individual text-messaging tools allow a user to attach/include an image in a text message. | 2022 May |
| New/Improved | Public forms | Home address personal email home phone and cell phone are optional on the public form. | 2022 May |
| New/Improved | Reports | The Basic List (PDF) report has an option similar to "show people followers only" named "show organization followers only". This can be used to generate a report on organizers and the turf they lead. | 2022 May |
| Improved | SMS | The bulk and individual text-messaging tools allow a user to attach/include an image in a text message. | 2022 April |
| New/Improved | Public forms | The public form has a "Bcc email address" input that will accept a single email to which all submitted forms will be sent a copy. | 2022 March |
| New/Improved | Limited visibility | In a project where temporary visibility is enabled a basic user can find contacts for visibility requests by typing external system values into the search box. | 2022 March |
| New/Improved | SMS | The limit on the number of contacts that can be selected to receive a bulk/blast text message has been raised to 5 000 per send. | 2022 February |
| New/Improved | Reports | The app can now host custom database reports built by developers to meet the specifications of the user. Results can be delivered in XLSX PDF or in a filterable sortable data grid. Contact Broadstripes support if you need a custom report built. | 2022 January |
| New/Improved | SMS | SMS conversations in which one or more messages failed to send or deliver have a red exclamation mark next to them in the timeline. | 2022 January |
| New/Improved | Data import | Each data import in a project gets a unique integer ID which allows it to be searched and discussed more easily. All existing imports and lists have been renamed to reflect the new naming convention. | 2021 December |
| New/Improved | Search | A sms = failed magic value allows the user to search for people with failed SMS messages. | 2021 December |
| New/Improved | External system | External systems have an "enforce uniqueness" checkbox on their edit form. If checked (for new systems this will be the default) Broadstripes will not allow a record to be created with the same external system value as an existing record either manually or via import. | 2021 November |
| New/Improved | Public forms | Public form submissions will be checked for matching records before creating a new contact. Matching records will be merged with the existing contact. | 2021 November |
| New/Improved | Data import | When importing data Broadstripes will check for existing records and warn the user of a possible duplicates. | 2021 November |
| New/Improved | Data import | Users can choose to not update matching records when importing data. | 2021 November |
| New/Improved | Search results/layout | Search results display sortable list custom field values. Users can search these fields using the magic values of "any" and "none" in addition to their unique values. | 2021 November |
| New/Improved | Admin | Admins can import ordered values for a sortable lists field. | 2021 November |
| Improved | Public forms | The "introduction" section of the public form recognizes HTML tags. | 2021 November |
| New/Improved | Custom fields | Users can set and update sortable list custom fields on individual people. | 2021 November |
| New/Improved | Custom fields | Custom fields can now be displayed with an alternative label in the Call Center and on public forms. When editing the custom field set the "Long display text" attribute and that will be used instead of the custom field name. | 2021 November |
| New/Improved | Public forms | Public forms can display and allow edit of sortable lists. | 2021 November |
| New/Improved | Custom fields | The app has a new kind of custom field: the "sortable list." These fields take the form of a list of items in a default order. The user or the submitter of a public form can use drag-and-drop to sort the items in the order they choose indicating priority. | 2021 October |
| New/Improved | Public forms | Public forms support all standard custom fields including drop-downs checkboxes memo fields and multi-selects. | 2021 October |
| New/Improved | User Experience/UI | The Project Members settings page has been updated to a searchable and sortable grid. | 2021 October |
| New/Improved | Admin | Admins can merge two people or organizations from the search results via a new "Merge contacts" item on the "Actions" menu. The user will select which record to preserve and which to delete. | 2021 October |
| New/Improved | User Experience/UI | Users can adjust the default timeline entry type to a type of their choosing. This means that manual timeline entries will have the automatic type of the selected preference. Users can set this preference by clicking their name in the top right-hand corner of Broadstripes. | 2021 October |
| New/Improved | Search results/layout | A new "primary address" column has been added to layout options and contains the contact's primary address information. | 2021 October |
| New/Improved | Search | Users can search for assessment/code changes by date and by the name of the user who made the change. This means that lastassessment = Jimmy will return all contacts whose assessment was last changed by Jimmy and lastassessment < 08/10/19 will return all contacts who were changed before August 10 2019. In search results a popup will also appear with the date and creator of the last assessment change when you hover over the assessment column. | 2021 October |
| New/Improved | Admin | Admins can merge two people or organizations from the search results via a new "Merge contacts" item on the "Actions" menu. The user will select which record to preserve and which to delete. | 2021 October |
| New/Improved | Matching and Merging | Users are warned before a contact is created with the same name as an existing contact record. | 2021 August |
| New/Improved | Mobile | Employer names are searchable on the mobile site. | 2021 August |
| New/Improved | Limited visibility | Basic users in an Limited visibility project can see people they lead even if they're not within their visibility profile. | 2021 August |
| New/Improved | Limited visibility | Users can request temporary visibility when accessing Broadstripes on a mobile device. | 2021 July |
| New/Improved | Admin | Default contact types can be set for a project. In general settings admins can select a default type for a person record and an organization record. Data imports with unspecified contact types will default to these selections. | 2021 June |
| New/Improved | Admin | When creating or editing a custom field of any type an admin can now click a checkbox labeled "Admin-only (invisible to basic users)". An admin-only custom field will not be visible in any view for a basic user. Note: calculated columns that use the admin-only field will still be visible. | 2021 June |
| New/Improved | Limited visibility | If temporary visibility is enabled in the project the members page will contain a column labeled "Temporary visibility". This column reflects any temporary visibility requests the user has made and in parentheses the request made in the past 2 weeks. | 2021 June |
| New/Improved | Limited visibility | A basic user with Limited visibility can request temporary visibility via the search autocomplete suggestion. | 2021 May |
| New/Improved | Admin | New Person and Organization creation links can be hidden for the project. Admins can select which contact type creation links to hide in the General settings page. | 2021 May |
| New/Improved | Limited visibility | Admins can see basic user temporary visibility requests in the third tab of Limited visibility settings popup. | 2021 May |
| New/Improved | Limited visibility | Admins can now turn on "Temporary visibility" for a project with Limited visibility. This is done via a checkbox indented under the Limited visibility checkbox on the project's "General Settings" page. | 2021 May |
| New/Improved | Contact timeline | Timeline items types cannot be deleted if they have items associated with a contact. | 2021 May |
| New/Improved | Contact timeline | Custom timeline item types can be dragged and dropped to re-order. | 2021 May |
| New/Improved | Contact timeline | Users can now create edit and delete timeline item types through the "Timeline Entry Types" page | 2021 April |
| New/Improved | Limited visibility | Limited visibility can now be configured by a Broadstripes search query. This means that admins can grant visibility based on any relevant Broadstripes criteria rather than just by specifying a set of work locations whose employees will be visible. | 2021 April |
| New/Improved | Call center | When editing a custom field the admin can now mark it to "Display in Call Center." Custom fields marked this way appear in the header with the other information about the call target. | 2021 April |
| New/Improved | Call center | When using an at-will call pool callers can see the name of the last caller to attempt to reach a person if they display the "Last Caller" column using the column settings gear icon. | 2021 March |
| New/Improved | Admin | The Callers tab in the Call Center allows an admin to merge duplicate callers. Admins can merge multiple callers into one caller via the Caller tab in the Call Center. Users will select a primary caller in which to merge the other callers and call records. | 2021 March |
| New/Improved | Search | A new search keyword calloutcome allows users to search for contacts by the outcome. i.e. calloutcome = interrupted will return any contacts who received a call that was interrupted. | 2021 March |
| New/Improved | Search | Call Center searches are correlated meaning that all call-related criteria are applied "together" (rather than independently of each other) to each call in a person's timeline. For example the search calloutcome = reached AND called = today will find people who were reached today not people who were called today with any outcome and who have ever been reached by any caller. | 2021 March |
| New/Improved | Call center | The Call Center settings page has a Callers tab that shows information on callers for that project including their first/last call how many calls were made and their outcomes. | 2021 February |
| New/Improved | SMS | SMS converesations views now show the incoming message when a contact opts out with "STOP". (Broadstripes automatically opts out people who send a "STOP" message.) | 2021 February |
| New/Improved | Data import | When the data import logic is matching phone numbers for a single record to try to prevent duplication it will ignore the area code of a 10-digit number when comparing it to a 7-digit number. | 2021 February |
| New/Improved | Call center | The Call Center warns a user if their session is going to time out. If the user indicates that they are still active the timer will reset. | 2021 February |
| New/Improved | Bulk actions | Two changes to bulk opt-in/opt-out: (1) contacts who have been opted out of email or SMS messaging cannot be opted back in by a bulk action and (2) the admin can choose to opt in (or out) the primary contact info item only or all contact info items. | 2021 February |
| New/Improved | Call center | A caller activating an "at-will" call pool sees the people in the pool in a filterable sortable data grid. | 2021 January |
| New/Improved | Call center | Call pools have an option to allow callers to see all contacts in the call pool and make calls in any order or "at-will." | 2021 January |
| New/Improved | Reports | The Call Center date-range report allows downloading of its detail rows in Excel and CSV format. | 2021 January |
| New/Improved | Reports | The Call Center single-day report can be downloaded in XLS format. | 2021 January |
| New/Improved | SMS | A contact will be created from SMS messages that originate from an unknow number. If the number should belong to an existing contact add the number to the existing contact and delete the unknown contact. The SMS message will append to the existing user's profile. | 2021 January |
| New/Improved | Call center | Admins can now set a new permission for basic users when inviting or updating them "Can manage their own Call Center call pools." Users with this permission will not have access to any of the other Call Center admin features. | 2021 January |
| New/Improved | Bulk actions | The contact info bulk deletion panel offers the user the ability to delete info only with a specific group or groups (Home Business Personal Other). | 2021 January |
| New/Improved | Data import | A drop-down custom field has an option on its new/edit page to "Allow imports to add values" to the field. When enabled any unknown values in that drop-down custom field column will be added to the drop-down values. | 2020 November |
| New/Improved | Search results/layout | Search results in the contact timeline column can be filtered to show only specific timeline item types. This means if you filter for Email your search results will only reflect email contact timeline events. | 2020 November |
| New/Improved | Call center | A shortcut has been added to the Call Pool index page to automatically copy the call center link for a specific poop into the user's clipboard. The user may also copy the link from the call pool's Edit page. | 2020 November |
| New/Improved | Call center | Users can now initiate the Call Center feature directly from individual contacts in search results. Callers can select to call a contact from the Contact Details pop-up. | 2020 October |
| New/Improved | Admin | When creating or editing a membership an admin can see and set checkboxes allowing a member to set opt-in/opt-out send email and send texts if the corresponding feature is enabled in the project. | 2020 October |
| New/Improved | Call center | The Call Center call report uses the outcomes recorded in the calls in its project to generate its columns. | 2020 August |
| New/Improved | Call center | A call pool can now be deactivated instead of deleted allowing it to be re-used in the future. | 2020 August |
| New/Improved | Search | The "caller" search keyword returns people who were called by someone matching the provided search value. People may be found by using the caller's name email or phone number (i.e. caller = jane.doe@example.com). This keyword also works with the magic values "any" and "none." | 2020 August |
| New/Improved | Call center | The contact timeline item for a call center call include which call pool was used when the call took place. | 2020 August |
| New/Improved | Call center | For queued call pools the Call Center will ignore potential targets in the pool who have already had a call using the same script and with an outcome in the "completed" list in the Call Center Settings. | 2020 August |
| New/Improved | Search | Exact-matching operator options are available for classification/job title in the Search Builder. i.e classification == Cook | 2020 August |
| New/Improved | Call center | The script runner now allows the admin to set a title for "NEXT" (e.g. "Continue") buttons created in the script using the "LABEL" instruction. | 2020 August |
| New/Improved | Call center | The Call Center header displays the whole shop hierarchy (e.g. "Grand Hotel : Housekeeping") for the call target's primary employment not just the lowest level department name (e.g. "Housekeeping"). | 2020 August |
| New/Improved | Search | A new keyword is available to search for call pools. The term callpool = Campaign Six will return all contacts in the Campaign Six call pool. | 2020 August |
| New/Improved | Call center | The people counts on the call pool index page link to the search for that call pool. | 2020 August |
| New/Improved | Call center | Call pools can be deleted on the call center settings page. | 2020 August |
| New/Improved | Call center | A link icon that copies the URL for the Call center to the user's clipboard is accessible from the call pool edit page and the call pool index page. | 2020 July |
| New/Improved | Call center | On the Call Center call pools page a project admin can copy a link to share with any callers who will use that call pool. The link will open a call session for that call pool. | 2020 July |
| New/Improved | SMS | Admins can now provision virtual numbers for SMS messaging in the U.S. and Canada. | 2020 July |
| New/Improved | Custom fields | Single-line text custom field does not have a character size limit. | 2020 July |
| New/Improved | Search | A new search keyword employment allows users to find workers by the number of employments they have. The keyword works only with the following magic values: any none single multiple. For example employment = single finds people with one employment. | 2020 July |
| New/Improved | Public forms | Public forms use email and phone inputs to make input easier in mobile browsers. | 2020 June |
| New/Improved | User Experience/UI | The user account edit page has an option for configuring the project drop-down to be ordered by "Date of access (most recent first)" or "Alphabetically". | 2020 May |
| New/Improved | Public forms | The "legal agreement text" section of the public forms recognizes HTML tags. | 2020 May |
| New/Improved | User Experience/UI | The length of activity before automatic logoff from Broadstripes has been extended to 120 minutes. | 2020 May |
| New/Improved | Contact info | A contact info item linked to a locked external system can now be set as the primary of its type (e.g. phones emails physical addresses). | 2020 May |
| New/Improved | Admin | Admins can merge organizations on the Shops and Departments index page using the Action menu at the top of the grid. | 2020 May |
| New/Improved | User Experience/UI | If a user has more than 20 projects a drop-down switcher will appear for that user which allows search and filtering. | 2020 May |
| New/Improved | Public forms | The PDF of a public form that is saved to a newly created person's attachments page now contains the person's name in its filename. | 2020 May |
| New/Improved | User Experience/UI | The attachments tab on a contact's page has a number in parentheses next to it indicating the number of attachments (if greater than zero). | 2020 May |
| New/Improved | Data import | A new person imported without an assessment specified will be given the default assessment for the project. Users can indicate the default on the assessment/codes edit page. | 2020 April |
| New/Improved | User Experience/UI | Users can edit an organization directly on the Shops and Departments page index page. To change an organization's name the user would click the edit pencil that appears when you hover over the organization's row. Users may also add a "New child organization" by clicking the plus(+) icon that appears when they hover over the organization row. | 2020 April |
| New/Improved | Public forms | On the contact types page there is a copy icon next to the contact type name that allows the user to copy the URL of the form to their clipboard. | 2020 April |
| New/Improved | Public forms | The subject line and message in the email that goes out to the public form submitter can be set in the form editor (with HTML tags optional). | 2020 April |
| New/Improved | SMS | Contents of SMS conversations are searchable by both free-text and "sms" keyword. i.e sms = "I want to volunteer" will return all contacts who had a SMS conversation containing the text "I want to volunteer" | 2020 April |
| New/Improved | Public forms | The public form displays a checkbox next to the legal agreement text when that field is populated (and displayed). | 2020 April |
| New/Improved | Public forms | Users can add a signature block to the public form below the Legal Agreement Text. | 2020 March |
| New/Improved | Public forms | The middle name and suffix field are optional on the public form. | 2020 March |
| New/Improved | Public forms | The public-facing form has an "intro" text block that is displayed (if populated) below the header and above the form itself. | 2020 March |
| New/Improved | Public forms | The public facing form has a "header" field that is independent of the form's name. | 2020 March |
| New/Improved | Email | The body of an email "sent" message is initially collapsed on the contact timeline. Users can click to view the full email contents. | 2020 January |
| New/Improved | SMS | When the user inserts a merge token (e.g. "First name" or "Nickname or first name") in a draft SMS message a yellow warning icon appears next to the character count. The icon has a tooltip that says: "You've inserted a token in your message that will be dynamically replaced with a value of unpredictable length." This warns the user that the length of the text they're drafting will vary with the value inserted by the merge token. | 2019 November |
| New/Improved | SMS | SMS messages are displayed in the contact timeline using the conversation view and allowing the user to respond. | 2019 June |
| New/Improved | SMS | In the SMS conversation view messages which receive errors now provide useful information about the specific error. | 2019 June |
| New/Improved | SMS | Users receive a text message notification on their SMS notification number when a worker replies to a bulk SMS message they sent. | 2019 April |
| New/Improved | SMS | Messages sent to and received from a specific worker can be viewed in a text conversation interface. | 2019 April |
| New/Improved | SMS | On a worker's SMS conversations page messages are displayed in chronological order from top to bottom similar to most texting apps. | 2019 April |
| New/Improved | SMS | Users can set edit and confirm an SMS notification number linked directly to their account. | 2019 April |
| New/Improved | SMS | Users who do not have a confirmed SMS notification number set up for their account are prevented from sending texts. This number must be in place so that the user can receive notifications about incoming texts. | 2019 April |
| New/Improved | SMS | The timeline item for an SMS message indicates whether the text was sent to the worker by a Broadstripes user or from the worker to a Broadstripes user. | 2019 April |
| New/Improved | SMS | Users with texting permission can quickly send an SMS message to a single contact via the contact details pop-up box on the name column. | 2018 August |
| New/Improved | SMS | When provisioning a number admins are required to select a user to assign the number to. | 2018 August |
| New/Improved | SMS | The contact timeline aggregates all events for a sent SMS message into a single timeline item (i.e. processed sent delivered). | 2018 July |
| New/Improved | Maps and shapes | Admins importing geometric shapes for the map view can now choose any metadata from the shapefile to include in the shape name using an intuitive upload wizard. For example if a political district file includes the legislator's name that can be added to the shape name in parentheses. | 2018 June |
| New/Improved | SMS | The SMS number provisioning drop-down menu provides a wider selection of numbers. | 2018 June |
| New/Improved | Search | The search builder has exact-matching options for custom-field text and drop-downs. | 2018 June |
| New/Improved | SMS | Incoming messages to virtual phone numbers are recorded as a timeline event. | 2018 May |
| New/Improved | SMS | Admins can deactivate SMS virtual numbers. | 2018 May |
| New/Improved | SMS | Project adminstrators can choose what virtual phone number to send SMS messages from. | 2018 May |
| New/Improved | SMS | The municipality associated with a SMS virtual phone number is now visible in the number "Available Phone Numbers" drop-down menu. | 2018 May |
| New/Improved | SMS | Two new columns were added to the SMS Numbers index page: The "Creator" column which shows the user that created the SMS virtual number and the "Created Date/Time" column which shows when the SMS virtual number was added. | 2018 May |
| New/Improved | SMS | Project administrators can create new SMS virtual numbers for their projects. | 2018 May |
| New/Improved | SMS | Project administrators can see the SMS virtual phone numbers provisioned for their projects. | 2018 April |
| New/Improved | SMS | Projects can have more than one SMS virtual phone number. | 2018 April |
| New/Improved | User Experience/UI | The "Enabled?" and "Display on HV sheets?" columns on the custom field page are sortable and filterable. | 2018 March |
| New/Improved | Search results/layout | The search results layout has two new columns: "Opted-in phones" and "Opted-in emails." When exported to spreadsheet the data from these columns is presented vertically (i.e. in the same column) rather than horizontally (i.e. in multiple columns) even if the the contact info types are different. | 2018 January |
| New/Improved | Contact info | Contact info items (phones and emails) now have a notes field. That field can be edited in the mobile UI and the full browser app. | 2018 January |
| Fixed | Search | Editing values on the search results wasn't always refreshing the data on the page. | 2018 January |
| Fixed | Search results/layout | The leadersrole = none search wasn't always working correctly when the leadership tree reached three or more levels. | 2018 January |
| New/Improved | Reports | A "display all children" link is available on the status report organization selector for each organization with children. | 2017 December |
| Improved | User Experience/UI | The mobile UI allows users to view and edit address notes. | 2017 December |
| Improved | Search | The responsiveness of search box autocomplete was improved. | 2017 December |
| Improved | Relationships | Relationships cells in spreadsheet reports no longer contain dashed separator lines between relationships as the cells could get too big. | 2017 December |
| Improved | Social Groups | The page that lists organizations with social groups provides a count of the number of groups. | 2017 December |
| Fixed | Reports | Address formatting on spreadsheet reports was broken. | 2017 December |
| Fixed | Search results/layout | Searching for code = none was returning people who had a code with no descriptive text. | 2017 December |
| Fixed | Search | The "employer" input box of the quick search dialog was fragment-matching when exact-matching works better. | 2017 December |
| Fixed | Search | Clicking on a search containing a sub-clause on the shapes map page was throwing an error. | 2017 December |
| New/Improved | User Experience/UI | A link exists on the social groups page allowing a user to select or de-select all groups for display. | 2017 November |
| New/Improved | Relationships | The social group page has a button allowing you to generate a printer-friendly version of the page. | 2017 November |
| Improved | Search | The search builder supports shape group names as a search keyword with shape names (or "any" or "none") as the search value. | 2017 November |
| Improved | User Experience/UI | The social group page header displays the full "hierarchical" name of the shop or department. | 2017 November |
| Improved | Search | When using the "department" keyword in the search builder the value autocomplete displays only the department name not the full shop hierarchy. | 2017 November |
| Improved | Search | Timeline conditions in a search are applied "together" to the evaluated timeline items. This means that if you run a search for people with a timeline date after the first of the year and containing the word "basketball" the results will only include people who have a timeline item containing the word basketball that was created after the first of they year. Previously that search would find anyone with a timeline item containing the word "basketball" and a timeline item created after the first of the year. | 2017 November |
| Fixed | Social Groups | The social groups page for an organization had a display bug when no groups existed or were selected for display. | 2017 November |
| Fixed | Maps and shapes | The "default" map layer was having problems on the "Show on Map" and "Driving Directions" pages. | 2017 November |
| Fixed | Search | The quick search dialog was matching on external system IDs in the name input box. | 2017 November |
| Fixed | Search | When searches contain dates or natural language dates (e.g. "one week ago") midnight is consistently interpreted as US Eastern. (Eventually the app will respect the user's specified timezone but for now Eastern it is.) | 2017 November |
| Fixed | Maps and shapes | Map markers weren't printing under certain conditions. | 2017 November |
| Fixed | Search | Huge mobile searches were causing database slowdowns. They're now limited to 100 characters. | 2017 November |
| Fixed | Reports | The quick search dialog wasn't displaying the PDF options dialog properly when that was the chosen output format. | 2017 November |
| Fixed | Reports | The "shrink to fit" option wasn't working on PDFs generated by the quick search dialog. | 2017 November |
| Fixed | Reports | PDF files generated from the quick search dialog weren't using the user-specified filename. | 2017 November |
| New/Improved | Search | Search keywords are now available for first and last name and they can be found in the search builder. | 2017 October |
| New/Improved | Search results/layout | The search results layout columns offer a new option: "Addresses – Good a column that displays only addresses that aren't marked "Bad." | 2017 October |
| New/Improved | Search | The search builder panel has links to relevant help pages and a downloadable reference card PDF. | 2017 October |
| New/Improved | Performance | Instead of a drop-down menu the search results selection tools are now visible buttons saving you a few clicks. | 2017 October |
| New/Improved | User Experience/UI | The organization (i.e. "information architecture") and style of the search results menu and toolbar have been significantly improved. | 2017 October |
| New/Improved | User Experience/UI | More search errors are handled and noticed to the user. | 2017 October |
| New/Improved | User Experience/UI | The "magic header" now has a "scroll to top" link. | 2017 October |
| New/Improved | User Experience/UI | The behavior performance and reliability of the "magic header" has been improved. | 2017 October |
| New/Improved | Relationships | The table listing a person's relationships now displays the leader of the related contact (info requested by many organizers). | 2017 October |
| New/Improved | User Experience/UI | As they used to be keyword groups in the search builder drop-downs are collapsed by default making it more manageable to search through the drop-down. | 2017 October |
| New/Improved | User Experience/UI | Event steps are indented under events in the search builder drop-down. | 2017 October |
| New/Improved | Performance | Search results containing employment columns were painfully slow. They're now ... faster than that. | 2017 October |
| New/Improved | User Experience/UI | The search builder drop-down groups are ordered more intentionally based on the popularity of the groups and some of the keywords have been moved for clarity and utility. | 2017 October |
| New/Improved | Reports | When status reports are requested as Web (i.e. HTML) pages they are run as "background jobs making them more less failure-prone. | 2017 October |
| New/Improved | Mobile | The mobile UI now indicates the person who created (or is credited as the source for) the timeline item. | 2017 October |
| New/Improved | Search | First name and last name search keywords support exact matching (using the "==" operator). | 2017 October |
| New/Improved | Mobile | The mobile UI displays addresses and contact info as bad if they're marked as such and allows users to mark them bad. | 2017 October |
| New/Improved | Performance | Various performance improvements to the data import page. | 2017 October |
| New/Improved | User Experience/UI | The "magnifying glass" pop-up displays all unique IDs for a contact (i.e. the Broadstripes ID and any external system IDs). | 2017 October |
| New/Improved | Performance | The performance of status reports containing calculated columns was improved. | 2017 October |
| Fixed | User Experience/UI | Address dialog boxes weren't responding to clicks on the close icon. | 2017 October |
| Fixed | Search results/layout | Jumping to search result pages higher than 10 000 results wasn't working. | 2017 October |
| Fixed | Reports | The Coverage Report by Leader was encountering errors if the timeline was included in the current layout. | 2017 October |
| Fixed | Bulk actions | Bulk leadership changes via the Actions menu weren't properly updating the whole leadership tree. | 2017 October |
| New/Improved | Maps and shapes | The user can choose among four formats ("Contrast" "Default" "Neighborhood" and "Transport") for the map on the shapes map page. | 2017 September |
| New/Improved | Events | Project admins can make an event "timeline-tracked meaning that a timeline item will be created whenever an event step is checked (or unchecked). | 2017 September |
| New/Improved | Relationships | The relationship visualization tool shows employments and has color-coding to indicate whether people work together in the same department or shop. It also fits the size of your browser window better and has nodes scaled to represent distance from the worker in focus. | 2017 September |
| New/Improved | Data import | The language on the headers of Step 2 (Mapping) of the data import UI has been improved. | 2017 September |
| New/Improved | Performance | While still not fast enough the Shops and Departments page in large projects will now load faster than it did. | 2017 September |
| New/Improved | Performance | Showing the number of results next to saved searches was slowing down every page. That feature of dubious value has been removed for the sake of performance. | 2017 September |
| New/Improved | User Experience/UI | Recent searches which tend to be the most useful options in the search menu now appear above saved searches. | 2017 September |
| Fixed | Search | The "employees" search no longer breaks when the user submits a text value. Instead the user sees an error message. | 2017 September |
| Fixed | Maps and shapes | The shapes map page will now remember your choice for the type of map. | 2017 September |
| Fixed | Relationships | The relationship tree visualization now displays people with no relationships without an error. | 2017 September |
| Fixed | User Experience/UI | When other dialogs were open the logout dialog sometimes had problems. Those have been fixed. | 2017 September |
| Fixed | Data import | Certain characters ("Unicode byte-marks") appearing at the beginning of a data import file could cause errors. | 2017 September |
| Fixed | Search | The search builder was having trouble "reverse-engineering" searches (i.e. converting search text to the populated builder panel) containing custom fields due to case issues. | 2017 September |
| Fixed | Search results/layout | Infinite scroll would sometimes get stuck in the "on" position when an event step was in the rightmost column of a layout. | 2017 August |
| Fixed | Search | Free-form text searches weren't matching on street numbers. | 2017 August |
| Fixed | User Experience/UI | The search and filter drop-downs were sometimes being displayed behind other items on the screen. | 2017 August |
| Fixed | Search | Negative employer searches (e.g. employer != "Big Shop") were behaving inconsistently for people with multiple employments. | 2017 August |
| New/Improved | Admin | An admin can now create and name "user groups." For the moment these can only be used for sharing quick links but we hope to add more functionality soon. | 2017 July |
| New/Improved | Admin | An informational pop-over appears when an admin hovers over a quick link in edit mode. | 2017 July |
| Fixed | Search results/layout | The "infinite scroll" feature on the search results is no longer causing problems when new searches are run. | 2017 July |
| Fixed | Performance | When assigning a leader the autocomplete logic could be very ineffiicient and slow. | 2017 July |
| New/Improved | Admin | A new switch on the General Settings page allows an admin to change the name of the "Classification" field to "Job Title." Note: There is already a separate field on the employment called "Job Title." Turning on this switch effectively hides and disables that field because the former "Classification" field now has that name. When this switch is on you can search and sort on "jobtitle" which will have the same effect as the "classification" keyword. | 2017 June |
| New/Improved | Admin | Another new switch on the General Settings page allows an admin to change the name of the "Code" field to "Assessment." When this switch is on you can search and sort on "assessment". | 2017 June |
| New/Improved | Search | Broadstripes searches can now handle "Boolean" clauses. This means your searches can now take this form: (this AND that) OR (the other AND something else). The search builder has changed significantly to help you build these complex queries. For detailed help with this new functionality (including video tutorials!) click here. | 2017 June |
| New/Improved | Sort | Search results can now be sorted by external system ID. | 2017 June |
| New/Improved | Search results/layout | A new button appears when you hover over an event header (in a search results layout). The button allows you to remove the entire event from the layout saving you some clicks. | 2017 June |
| New/Improved | Search | Employment conditions in a search are applied "together" to the evaluated employments. This means that if you search for people with the job title "Bartender" and the employer "Big Restaurant" you will only find bartenders at Big Restaurant not people who wait tables at Big Restaurant but tend bar somewhere else (i.e. have two employments each of which matches one condition). Note: This will only work when the conditions are in the same rule group (i.e. inside the same set of parentheses). | 2017 June |
| New/Improved | Bulk actions | Improved performance of the bulk leadership assigner bulk employment creator and bulk custom field setter. | 2017 June |
| New/Improved | Search | The new search feature can now handle clauses with nested parentheses. If your search doesn't contain "balanced parentheses" (i.e. equal numbers of opens and closes) you'll see an error message. | 2017 June |
| New/Improved | Search | Smart quotes (inserted by some text editors) no longer break Broadstripes searches (they are converted to dumb quotes before the search is run). | 2017 June |
| Fixed | Maps and shapes | Putting a single quotation mark in the name of a shape group no longer causes a problem. | 2017 June |
| Fixed | Maps and shapes | The shapes map page now does a better job of keeping the pop-ups on the shapes in sync with the search boxes in the left-hand panel. | 2017 June |
| Fixed | Search | Negative employer searches (e.g. employer != "Big Shop") were behaving inconsistently for people with multiple employments. | 2017 June |
| Fixed | Search | Words containing AND and OR are no longer causing problems for the search logic parser. | 2017 June |
| Fixed | Maps and shapes | New validation logic prevents shape group names from being blank or containing only spaces. | 2017 June |
| Fixed | User Experience/UI | Assessment code descriptions containing apostrophes (i.e. single quotes) are no longer being truncated in the search results drop-down. | 2017 June |
| Fixed | Search results/layout | Unsharing a layout was causing the layout to disappear for everyone; now doing so assigns it to the user who unshares it. | 2017 June |
| Fixed | Reports | Reports are once again obeying the project's default sort if no custom sort is specified. | 2017 June |
| Fixed | Search | Custom fields with parentheses in their names were making the new search logic choke but now they work. | 2017 June |