Socialsuite 2.7

Highlights

  • Activity Clone now available with Salesforce Flows
  • If Questions are added to the Data Collection plan and the Survey Templates, these will be automatically added for existing beneficiaries for the current surveys on submission.
  • The contact list page now contains ‘Add to Program’ enabling contacts to be added to locations within any activity or program in bulk.
  • The ‘Contact Overview’ tool within the contact page has now been replaced with a streamlined ‘Add Contact to location’ wizard within the Related list.
  • The Location now contains a status field enabling locations to be filtered based on whether they are active/ inactive.
  • Matrix Answer options can now be displayed as Images, Text and Images or just text.
  • Card survey components (within the Survey Builder) can now be formatted to enable inline images.
  • Case Notes has been added as an available feature to the Contact page (please contact support if you would like this activated)

Resolved issues

  • Making a multi-select survey component mandatory within the Survey builder tool will now force at least one option to be selected when submitting or continuing the survey.
  • Fixed issue with recurring survey points not moving forward correctly when used with a cut-off date.

Replacements/ Redundancies

  • Contact overview replaced with ‘Add Contact to location’ wizard
  • Surveys & Participation homepage tool replaced with updated version.