Rosalie Chassat: Good morning. Everyone. Welcome to today’s webinar. We’ll just wait a couple of seconds for more people to join, and we will get started.
Rosalie Chassat: Alright.
Rosalie Chassat: Okay.
Rosalie Chassat: Hi, everyone. My name is Rosalie. Welcome to today’s client, Webinar for July where we will be presenting version 55.1 that was released earlier this week on Monday. My name is Rosalie, and I’m customer success manager at client. I will be your host today. As always, our CEO Yannick will be joining me to demo some of our really exciting features. Hello, Yannick.
Yanick Abraham: Rosalie.
Rosalie Chassat: Looking forward to it. A lot of cool stuff to show again today.
Rosalie Chassat: Yes, we’re not slowing down, even though it’s summer. And finally, we also have Isabel from our customer success team as well. Who will be answering some questions. And QA.
Rosalie Chassat: All right, if we go to the next slide, perfect as a reminder. If you want to make the most out of this webinar, just make sure you participate to polls, use the react button. Tell us how you feel, and you can ask questions in the chat or Q&A. And as always, speaking of polls, we will be starting with our very 1st poll we want to know. Is this your 1st client, Webinar?
Rosalie Chassat: Yes, no, I’m a regular no. I’ve been to a couple, and I have a feeling that because it’s July and middle of the summer we’re gonna have mostly regulars. But I could be wrong.
Rosalie Chassat: Alright.
Rosalie Chassat: Actually, I’m almost right. Looks like, there’s a couple of 1st timers so welcome for you. But most people are regulars. So welcome back to everyone. So what do we have on the agenda for today. Let me just end the poll. All right.
Rosalie Chassat: What do we have on the agenda for today? So we’ll be demoing some of our most notable new features and improvements from version 55.1. So just so, you know, there’s a lot of things we release every time. We don’t have time to show everything. So we always make like a selection of what’s most relevant. We’ll also talk about your most popular ideas and what ideas are new for you to be voting on on our community. We’ll show the product roadmap talk a little bit about our next release. And then conclusion.
Rosalie Chassat: little
Rosalie Chassat: reminder about our release notes. So as always after the webinar. If you haven’t done it yet, we encourage you to review all the release notes
Rosalie Chassat: on our community. You can search for the red light emoji that you can see. Yeah, thank you for upgrade consideration which are the most important to know about, especially if you’re a system administrator that’s going to be performing the upgrade. And if you need to send any internal communication and then for release 50.5. We’ve highlighted. There are 4 upgrade considerations. So they’re on the slide there.
Rosalie Chassat: So for you to.
Yanick Abraham: And there is some some time. If you want to benefit from those functionality, you absolutely need to follow those links in this specific release as well. If the lightning emails template is not enabled in your environment, you will need to enable it. It’s been introduced a long time ago, so it should already be enabled. But please read the release notes upgrade considerations.
Rosalie Chassat: Yep, perfect. Now, let’s have a look. These are the new notable features. And improvements. In an instance, Yannick is gonna be demoing a couple of these. We’ve got things to show you in the workspace timesheet resource, planner and then some things related to surveys and financial to kick things off. We’re actually gonna be starting with a
Rosalie Chassat: Oh, about currencies, which is what we’re going to be talking about first, st what we’re going to be demoing first.st So very simple, easy question. We never talk about currencies really in these webinars. So 1st time we do, we just want to know if you have multi currencies in your salesforce org. So if you have one currency, 2 or more.
Rosalie Chassat: so we’re just kind of curious. I think it depends where you’re based in the world as well. But I’ll give a couple of seconds. And from what I’m seeing, yeah, we have about half people that only have one currency and then the other half that has 2 or more. So this should definitely be relevant to you. Then and I will be passing the baton to you. Yannick. Yeah, we’re about half half.
Yanick Abraham: Yeah. And actually, it’s not even for people that only have one currency. The 1st improvement which is working with locale and working with the representation of number is going to help a lot.
Yanick Abraham: So again, as we’re trying to do quite often, we’re trying to simplify the use of client, we need to. We want to increase visibility, clarity, legibility. And again, this is one of the main thing about this functionality, about the locale and the currency column. So
Yanick Abraham: you might already spot the difference. So if you’re looking at my workspace, and if we’re looking at the expected revenue column, the 1st thing you can see now is that we do have that currency symbol showing.
Yanick Abraham: But also we have the representation of numbers with the proper comas and numbers separation. And this is going to be based on your locale, so every user can change their locale based on their settings. So if I would be clicking on Roxanne Green, I could see my locale, the environment itself, as a default. Locale
Yanick Abraham: and projects do have currency set up. So you can see, for example, this specific project here. If I’m sorting my grid, I can see this one is in us dollar, and this one is in euro, and the representation of number like I said, there’s a comma separation. You can see as well in the number format. There are also separation with the different units. So the coma is being used with my specific locale, have in that environment.
Yanick Abraham: So again, for clarity and term, when you’re looking at numbers now, it should be a lot easier. This has not been done before, because supporting locale did require some effort. But now we have that functionality that’s going to help you make sense of all your numbers in the workspace. Hopefully, you’re going to find this a lot more easy to find your numbers and look at data.
Yanick Abraham: So this was the 1st thing. So, coming back to my slide. We have a few on this. So the other one, it’s gonna be the toggle, the I dependency lines and timeline task and skater, and then creation of task will be the the next one we’ll be looking at plus rescheduling, so I won’t be coming back to that deck. But let me show you a few of those functionality
Yanick Abraham: if I open up this project here, which is a bigger project, and then this is in regards of the dependency line between tasks. So when you have a project with a lot of tasks, this one is pretty intense. If I make it full screen and let me zoom out a little bit, and as well zoom out here in the workspace itself.
Yanick Abraham: So you can see while zooming out, have all those dependency line that sometimes create confusion, or it’s at least for visibility and clarity. It’s a bit more difficult to see. So we’ve introduced a simple toggle here idependency. So in this way it just removed those lines. They still exist. They’re still linked. Their dependencies still exist. So it’s just a representation, and you can easily.
Yanick Abraham: I or not those dependency line. So when you have a complex project, and you just want to have a bit more clarity, you can easily just hide those line with that toggle and.
Rosalie Chassat: Red star red asterisk. This means you can definitely save it in your presets.
Yanick Abraham: Exactly. So. This is the the functionality about that toggle.
Yanick Abraham: the other one. We’ve we’ve introduced that functionality in the last release, the task indicator column. This can also be toggled with
Yanick Abraham: that toggle button here. But now we’ve also included with the within the the context menu. When you right click on top so you can easily hide or show that task indicator. So if I wanna add it, I just can select that task, and skater is going to be added back to my layout, and I can move it around and we’ve also made some improvement already to that new functionality.
Yanick Abraham: First, st there’s the logic of the overdue has been a little bit improved. There was a new canceled settings that’s been introduced to to play around with that toggle of overdue. So when you have a red circle like this, it means it’s overdue
Yanick Abraham: but also, when you have let me just come back here when you have some milestone, and you wanna let’s say, put some payment information on it. You’re gonna have some color coding, and you will see that that color coding is going to be represented on both sides, too. So let me just open this test panel. I’m gonna put that milestone a payment of, let’s say, $12,000, and I’m gonna save it.
Yanick Abraham: And you can see now that that milestone has been changed to black, and on both sides on the left side and the right side, and when I’m going to market as complete, it’s going to also be changed with a border black border, but still a green icon, meaning that it’s been completed.
Yanick Abraham: And when it’s overdue it’s going to be read. So we’ve improved the behavior of that task and Skaters column. I’m not sure if you’ve been using it, but you should be starting using it. It helps to just get to your information quickly. You can know as well when there’s some time log and some checklist items. So that test and skater column has been improved.
Rosalie Chassat: If I can piggyback off what you said. Yannick, I would be curious, because we’ve released the task indicator last month. If you have been using them. You can let us know in the chat, or even when you’re talking with our team from our support team or customer. Success manager. Just let us know. Like, if you’re using it, what’s most useful, less useful. If there’s any additional tweak that would help you out. Cause. That’s yeah. That’s when you should definitely use. So we want your feedback.
Yanick Abraham: I see perfect. So if I continue on the improvement on the workspace, the other one is, it’s going to help a lot in terms of preserving data and making sure there’s no change in your data unintended change on your data. So the 1st thing is, for example, if you see here the behavior of the plus sign has been changed. It’s been like this for a little while before it was creating a subtask.
Yanick Abraham: Now it’s creating a sibling task meaning it won’t change your dependency, and it won’t create any changes into the creating a parent task which will cause problem with dependency, so that plus sign behavior, create now a sibling task. And you can also notice that the start, date and end date are being set as default of the parent task here on top.
Yanick Abraham: meaning that again in the past it would create, for example, at the start of the project or and today, depending on the scenario, and it would screw up a little bit your alignment of your task. So now it’s really taking the parent task. Start date and end date.
Yanick Abraham: also other improvements. So if you recall, we do have a lot of shortcut, you can pop up the shortcut legend just by doing right. Click in the table, and there’s 1, if you want to create by the keyboard shortcut shift, enter will create a sibling task control. Enter would create a subtask. If you’re using a Mac, it’s going to be the common
Yanick Abraham: key that’s going to create this. And if I just show you the same example, if I create a sibling, it’s going to go and let me do this. And again, it’s gonna take the start and end date. If I try to create a child task, it’s going to tell me that I’m about to break that linkage or my dependency between task if I want to continue or not. So again, we’re trying to preserve the integrity of your data. So we’ve introduced those changes.
Yanick Abraham: It should help as well for people that using the workspace a lot.
Rosalie Chassat: That’s definitely one. I would make internal communication really clear about that one for anyone in your organization creating a projects and tasks. They may be surprised@firstst
Yanick Abraham: Yes, and the other one. It’s about scheduling. So scheduling in the past you had to use, and still you have to use sometime the reschedule task button or action here on top. But we’ve introduced that when you charge, change dates now in the workspace and the grid, those rescheduling are going to be done automatically. So let’s say I’m changing here my transit time in that specific task to a few
Yanick Abraham: months in the future. If you look here on the right. They’re all stacked. But when I assume I’m gonna change the date and apply the change, you can see that this has moved, and then all the following task has moved as well.
Yanick Abraham: meaning you don’t need to go press that scheduling button, and there’s more no more discrepancy between what you’re trying to do, and the the result on the the right side. It was always working from here. This was always the intended behavior. So if you change the the workspace duration of your task. It’s an auto schedule. But now the dates are gonna also have that similar impact in term of scheduling
Yanick Abraham: good. So in term of the workspace improvement. I think we’ve covered all the different improvement on this specific release.
Yanick Abraham: And if we want to go and move ahead on the my time sheet. We’re gonna be able to see the other improvement we’ve done on my time sheet. There’s some now keyboard navigation available as well. This was a a request from some of our customer.
Yanick Abraham: We also allow for auto submission a full week of time off. So I’m gonna explain the scenario in a second plus, we have an initial release for the might missing time sheet to use lightning email templates. So it’s the 1st step for you guys to be able to update those templates which gonna come in the next release.
Yanick Abraham: Okay, my timesheet keyboard navigation. In the past. It was working half and half. I would say it was not properly handling all those keyboard navigation if I open up my Timesheet copy from my schedule, so I have already some lines.
Yanick Abraham: So now you’re going to really be able to do everything just with keyboard navigation. So I’ve clicked here. But I can just navigate with the tab button now. So it’s really easy to navigate through my entire projects, and I can change things around. I’m going to even be able to go to the Add row and add row.
Yanick Abraham: as every other software to move from tabs. It’s the tab button, and to come back it’s the shift Tab button to come back in the previous cell, and I can now easily just do. For example, 3. Then open up with the enter button my comments, Node. Then tab out so I can. I don’t have to leave my keyboard, and I can really fill up my time sheet very easily now, just by keyboard navigation. And so again.
Yanick Abraham: trying to make things simple. And we don’t like to do timesheet. Eventually, we’re gonna fill that with our AI. We’re gonna fill those timesheet automatically for you. But for the time being that keyboard navigation shortcut should be helping you. So tab shift tab and the enter button are pretty much the main key to use for now.
Yanick Abraham: Good. So this is for the my time sheet functionality. The other one is the auto submission of time off, so let me open up the time off.
Rosalie Chassat: And I know the auto submission of time off and holiday. That was a idea that came from customer. A couple of customers asked for this actually.
Yanick Abraham: And I’m reading the question on the right side. Would you? Brian is asking if we could. Should recommend switching to Lds to team. So my color code and might be different than yours. So yes, we are using the newest interface of salesforce. And yes, we recommend moving to it.
Yanick Abraham: It’s prettier it’s a bit slicker. So absolutely. We recommend changing that setting as well that team for your entire company. We use the default team with a black background, and it goes it makes everything prettier.
Yanick Abraham: Okay, time off the the use cases. Let’s say, somebody is taking a full week of vacation and you want, the process is to be able to submit that time off to get that approved. And then, this is represented in your time sheet
Yanick Abraham: in the past. You still need to go in the future date and submit your time sheet. So it’s going to be picked up and approved by your the approval process or the people responsible to approve those time entry. Now, it’s going to be automatically submitted this way. You don’t need to go and do that second step that some people the employee, were forgetting. Then you add some time sheet in limbo that were not approved, and you could not do it by yourself.
Yanick Abraham: So this is solve solving that problem. So let me just create a quick time off.
Yanick Abraham: so I can show you. So let’s say I’m gonna take some vacation. I’m just coming back from vacation, but I would like to take more. So let me static next week as my full week. And the rule here. It’s really that
Yanick Abraham: the number of hours that’s going to be automatically calculated needs to be equal to your work schedule hours. I’m gonna auto. Approve it from the get go. But by doing this and my work week schedule is 40 h. And now my submitted time off is for 40 h this mean it. It entered that flow. And now my time sheet has been automatically submitted. It doesn’t mean it got approved. But if I’m going to my time sheet approval Page
Yanick Abraham: and I’m searching for that specific range of dates which was next week, I can see now that I have my my time sheet for vacation, that I’ve been submitted. So the employee don’t need to do anything else. Now it’s just an approval process step. And usually this happened on the week of the vacation. So on the week of a vacation, I can confirm that. Yes, that person went away.
Yanick Abraham: and then I can go ahead and just approve that time off. So everything is neat and tidy for the accounting people and the Hr. People.
Rosalie Chassat: Hey!
Yanick Abraham: Let just let me know if there’s any questions.
Rosalie Chassat: And it’s gonna be more useful when you get to the missing time sheet. If you got that set up as well, you’re not gonna have the weird notifications and.
Yanick Abraham: Exactly.
Rosalie Chassat: As well.
Yanick Abraham: Thought, you’re right.
Yanick Abraham: and the other one, I know our customer. Apr. Been waiting for this to be able to configure all those email template we’re sending out. So the 1st step was to introduce email templates in the lightning format. So Salesforce has changed the email templates a while back. But we were still operating on classic emails. Now, we’ve introduced email templates.
Yanick Abraham: as you can see, there’s 3 of them in regards of the missing time. Sheet in that 1st iteration we are. We’ve improved the look and feel of that email template. And we’re using that email. The new email templates from salesforce the lightning one.
Yanick Abraham: This being said, it’s still not editable. The addition of it will come in the next release, or the one after. I’m not sure but you’re going to be able to edit those. But the 1st step was to move to those email template. And there is some great consideration in that regard, and maybe in terms of sharing the folders.
Yanick Abraham: and I’m pretty sure pretty much all the user we have here on the webinar. They already have that lightning email template enabled so please look at the release notes for those upgrade consideration, but this is the 1st step of doing it the look and feel is a lot better already. But we’re gonna come with the fact that you’re gonna be able to change your logo and change the text if you wanted to as well
Yanick Abraham: cool. So we’re pretty much done in terms of the timesheet information. So automation missing time sheet and keyboard navigation now.
Rosalie Chassat: Yeah, and it’s nice. I I saw comments in the chat that from Josh that you’re already having your users happy about the shortcuts in the time sheet. So that’s good.
Yanick Abraham: As you can see in this release, we have pretty much all ideas. It’s pretty much all ideas that have been asked by our customer, and that fits our our roadmap. So we’re very happy that
Yanick Abraham: to provide those upgrades for you guys.
Yanick Abraham: This is the same for the survey so surveys. It’s been asked that we support more type of surveys questions. So we’ve enabled that Emoji base survey question, but also, as you will see in my demo. You are able to answer some of those questions directly in the email that you receive as a survey. So we’ve made those 2 being able as well that you can answer it directly in the email. So let me show you those upgrades.
Rosalie Chassat: Yeah, embedding in the email is definitely best practice. If you want more response rate.
Yanick Abraham: Yeah, because with a single click to get the results, absolutely.
Yanick Abraham: Okay. So let’s go in the configure survey section. I’ve created one new survey, the training workshop feedback. Let me open it. And then you can see that I have 2 question in it.
Yanick Abraham: one of those new questions, or those emojis. So if I press, add new question, you can now select an emoji question, and you have a few settings associated with it. So 1st the question, but then you can play around with the scale. So if you want a scale of 2, a scale of 4, a scale of 5, you’re going to be able to to select this. And it’s pretty simple, right?
Yanick Abraham: Pretty much every software. Now, when you’re ending a Google meet session, for example, we have those emoji exact same emoji that start popping up. So a lot of software using this. So now we have that functionality, too. And on top, you can select. Which question do you want be able to being answered in your email? In our case it was that what was your preferred topic. It’s the it’s the question that we we had those radio button on.
Yanick Abraham: I’m sorry I left my survey page.
Yanick Abraham: So now you can pick up those radio button a question. You can select it as an email setup.
Yanick Abraham: And and I’ve also closed my project. Now
Yanick Abraham: let me show it in action.
Yanick Abraham: So if I open up my that specific project and I want to send a survey, you should have that button on the project itself. You can put it pretty much everywhere. I’m going to select my template with the embedded question. I’m going to send it to myself, and I’m going to pick the
Yanick Abraham: the survey that we just selected. I’m gonna send it quick preview. And then in a few seconds I’m gonna receive it in my inbox. Let me open it up.
Yanick Abraham: So now, I’ve received that email with that 1st question the radio button. And as soon as I’m gonna pick one answer, it’s gonna open up the Full Survey page. The selection I’ve picked is already picked. The record has already been created. So even if the customer don’t submit the response you still have that 1st answer, and then I can go ahead and select my second answer and submit the full survey.
Yanick Abraham: So that functionality is we’ve improved a lot of survey recently in terms of keeping those value answering that 1st question. And now you have that you can do it with the
Yanick Abraham: check boxes or the radio button, but also the Emoji works very well to do the same thing.
Yanick Abraham: Who?
Yanick Abraham: I saw a lot of arts coming up. So I’m guessing
Yanick Abraham: customer on this webinar are very happy about the functionality.
Yanick Abraham: Okay, next,
Rosalie Chassat: Resource, planner.
Yanick Abraham: Resource planner. So resource, planner. There’s there’s a new functionality in terms of color mapping that we’ve introduced in the previous release. So now we’ve made some other in adjustment and improvement on it. So if I open up my global resource planner, I’m now in my scheduled view. So those are the number of hours that I’m assigned across my different task and project, depending on what you’re assigning your people on
Yanick Abraham: with all the different functionality. But if you switch into the availability mode now, we also represent this with color, and there is now a color coding, that is, you’re able to to play around with. So, for example, you can play with the color coding of that representation, so less than 0 will be green 0 to. And this is the number of hours that are available for
Yanick Abraham: to be assigned. So the idea is to be close to 0. And if you have more than 50%, you’re gonna be in red, for example, we are thinking of introducing, maybe. And again, you can chat me
Yanick Abraham: offline if you want. But we’re thinking of reducing another selection here so less than 0 instead of just having in green. When you’re this means I’m overbooked right? Because I might have minus 28 h, so I don’t think it should be green. In that case it should probably be in another shade of red. So most likely we’re gonna introduce us 4th selection here so less than 0. And then you’re gonna be able to pick those value here.
Yanick Abraham: This being said, the color coding work. And you can see as well that, for example, if I don’t like that green, it’s a bit too dark for me.
Yanick Abraham: Some of our customers don’t know yet, but you can play around with your colors and through the color mapping tab. So if I go color mapping, and if I scroll to my
Yanick Abraham: section about resource planner availability view. So this is the one I can just go ahead and change the call recording and save it. And now, if I’m coming back. I’m gonna have a better green that fits better with my other
Yanick Abraham: section. So after this webinar, yeah, I think the you’re gonna be sending out a recap. And we’re gonna introduce our color codes that we have across our demo environment and the default setup. So if you want to reproduce those color you just need to to copy and paste it in the color mapping of client.
Yanick Abraham: So again, clarity legibility, making a surface information a lot faster and better next
Yanick Abraham: financials this one. I’m gonna talk about it less than showing but we’ve we’ve introduced in the latest Webinar. If you recall the prepayment prepayment could be created in in that release at the press of a button. Now let’s say you close one an opportunity, and you want that information or that prepayment to be created automatically. When you win that business.
Yanick Abraham: you’re gonna be able to call it via flow, a salesforce flow and create that automatically. So you don’t need to press that button. So either on the proposal, the project you’re gonna be able to create that prepayment with that new invocable action. So 1st thing, then, we also made that project forecast, and I think you do have a survey about forecasting.
Rosalie Chassat: Let me just launch it. Now, we’re just curious because we don’t talk about it that often. Yeah, are you using client for forecasting? That’s very simple.
Yanick Abraham: Simple, and we have project forecast, and we have resources forecast. So those are 2 things. In this case it’s the that project forecast that now. Again, it could be schedule and a batch job. But now you’re gonna be able to call it via an Api. So if you want to build any kind of logic or any kind of button yourself, you’re gonna be able to do it. So this been introduced as new ways of for you to automate some of your settings or some of your
Yanick Abraham: workflow.
Yanick Abraham: and I’ll let you resume that that survey. I’m kind of curious. I’m expecting that a lot of people will say Yes, but.
Rosalie Chassat: Yeah, we’re half people said that. No, they’re not using it. And then some people said, Yes, and some people, they just don’t know which it’s. It’s fair that not everyone in the organization is using the forecasting
Rosalie Chassat: module.
Yanick Abraham: And forecasting. And the later part of the year forecasting is gonna be something we’re gonna be improving again a lot and you should see some of that information or some of those new feature coming
Yanick Abraham: your ways before the end of the year.
Rosalie Chassat: Yeah.
Yanick Abraham: Okay the 2 other one quickbooks. Okay, this one is a bit more complex, not necessarily complex. But there’s more information. So I have a few slides just to explain what it does. And then, if you need to set it up in the release note, there’s the entire procedure of how to set it up for the long. For a long time. The only things you could do with the quickbooks is that you could from a client invoice. You could send that to a quickbook, invoice with all the different line items. So this was already in the package.
Yanick Abraham: and then you could add that payment of invoice in quinbook flowing back to client as a payment so affecting the balance of your invoices. So those were existing features
Yanick Abraham: in. And we’ve added in the last release, some some functionality which I’m gonna explain in a second. But before I just want to do some little definition of the object in quickbooks. So in quickbooks you have a bill object which is pretty much an invoice that you need to pay a vendor for so this is called a bill in quickbook.
Yanick Abraham: And there’s another object called purchase. Usually it’s when you have, for example, if you have a credit card coming over, it would create a purchase.
Yanick Abraham: a record in quickbooks, meaning that this is something that you’ve already encountered. We’ve already paid, and this so those are the 2 main object in quickbook that are capturing expenses.
Yanick Abraham: So our functionality in the latest last release we’ve introduced that the fact that the client expense can now create a quickbook bill. So you’re going to be able to reimburse your resources, and you don’t need to recreate anything manually in quickbook which you have to do in the past. So now it’s creating that from an expense it can create a quickbook bill. So that’s been released in the latest one. And in this release we’ve introduced the fact that the purchase. So let’s say a credit card statement, and you want to affect
Yanick Abraham: that expense. You want to affect the margin of your project. So now that quickbook purchase can create a client expense, and then that expense can be linked to a project. So it’s going to have an impact on cost. So again, those functionality have been added really to simplify your life and remove some duplication of data entry. So you don’t
Yanick Abraham: make any mistake, and you can enable both. This being said, there’s an upgrade consideration. So please follow the release note. If you want to set up those information and test it out, let us know what if it’s working well for you? There is subtility and other details in terms of what’s being sync that are indicated in the release. Note themselves
Yanick Abraham: quick bills to be sent client expense. No, for now it’s really the purchase that are being sent from quickbook to client, and we send from client. We send the bill over so and then, because there’s 2 object and we can discuss the specific. There might be some use case that can be solved. And maybe there is some other use case that we haven’t developed yet. So please let us know. What are those different use case. It’s a question I saw in the Q. And a.
Rosalie Chassat: Nope.
Yanick Abraham: Okay, so I don’t have any representation or visual for this. But hopefully, this test desk is gonna help.
Rosalie Chassat: The.
Yanick Abraham: So this is it for the main demo? So we’ve been introduced some new functionality again on the workspace, on the planner, on time sheets and surveys. So a lot of our main interface have been upgraded
Yanick Abraham: hopefully. You like those features.
Rosalie Chassat: Yeah. What we’re showing on the screen is the yeah. If you go back to the presentation we’ll send it afterwards. But you have the list of all the features we presented today, and then we have a slide for the less notable improvement fixes and tweaks. They’re still very important, but there’s just too many to cover all today. I’ve actually launched a quick poll. If you want to take a second just to let us know which of the feature we presented today you’re most excited about. We saw some like thumbs up and hard during
Rosalie Chassat: the webinar, but it’s always good for us to share that with the product team afterwards.
Rosalie Chassat: So they know. Oh, everybody is really into this specific feature. And obviously any of these, if you are excited about them, and you try them. Always share feedback. Some people already did in the chat. But even just send us a quick email on support, just telling us how much you love or hate one of the new things you released.
Rosalie Chassat: Perfect. So I’ll just leave the poll on the side there.
Rosalie Chassat: And we’ll move on to our next section, which is the product roadmap and ideas voting
Rosalie Chassat: alright. So this month we didn’t select any new ideas to develop. So usually we do that every month. We already have, like a backlog of new ideas that you voted that we’re working on but there is a couple new ones that we will be adding.
Yanick Abraham: I’m sorry.
Rosalie Chassat: Yeah, go for sure like this.
Rosalie Chassat: So there’s 4 new ideas we’ll be adding. So right now, there’s a 27 ideas that we have. 4 of those are new, and just keep voting on the one that at the top we’ll probably keep them for next month. So the 4 new ideas that we have after today. Webinar, close the window, go to the community ideas section, and you can upvote any of the 4 that you really like
Rosalie Chassat: so the 1st one that we have would be, yeah, assign additional contact as billing recipient. So currently, you can only have one billing contact that receive invoices when you configure it. So you would have to manually add a new recipient every time if it’s different. So we’re working on a easier way to have multiple contacts. For that.
Rosalie Chassat: We also have. Oh, I think it’s different. Yeah, call it something different. But yeah, Workspace predecessor task column view and edit. So it’s kind of a shortcut for dependencies. Right now you can create dependencies from the the timeline section in the workspace by dragging the the lines there. So it would be like an alternative way to do that by having a specific column and being able to put some
Rosalie Chassat: quotes, maybe the hardest coming from someone who requested that I know it came from a customer. We also have global workspace toggle to hide templates.
Rosalie Chassat: So global workspace where you see that full list of all your projects. So being able to just see actual projects and the templates should just make visibility easier. And then the last one is project status, report, issue list improvements. So just the way we’re presenting issues right now, we’ve made some improvements. So again we want you. I don’t know if it’s clear from all the previous webinar, but we want you to use project status report more. So that’s why we keep making improvements to it. So these are
Rosalie Chassat: the 4 ideas that are up for voting. So you can take a second after today’s webinar and vote if those are interested. And I think on the next screen
Rosalie Chassat: or showing the screen. Yeah. So as a reminder, you can just log into community, go to the ideas tab, and you can use the sorting on the right to sort by the most recent. So the 4 that we mentioned are going to be at the top. You can also sort, by the most popular, I think, right now the trending ideas, the auto split timesheet across calendar months that have the most votes. We’ll see if it gets pick up next month. And yeah, that’s how you can do it. And of course you can invite
Rosalie Chassat: anyone in your organization to vote, the more vote, the more likely we’re going to develop it.
Rosalie Chassat: I’m like.
Yanick Abraham: We’ve we didn’t select any, but there’s already plenty that we’ve developed in this release and that we are developing now. So the the plate was kind of full. And it’s summer. So it’s the development is a little bit slower. So that’s why we didn’t pick any. But we’re gonna resume next webinar for sure. And there’s a lot of votes on the top ideas. So most likely we’re gonna take those next.
Rosalie Chassat: Yup, and then for the roadmap. Yeah, that’s what we’re showing on the street right now. So the next version is, gonna be 50.6 should be available. August 18.th So just in time for a next webinar and then that version, if you look at the roadmap there, there are some ideas that will be released in August, some of them in September the one with the medals mean that they were the most they got the most vote, and we developed them. So you see, there’s already a couple there.
Rosalie Chassat: I’ve highlighted a couple of the notable upcoming features and improvements. So if we have a look, you have the 1st one, the project status, report, configurability. That’s a long word. We’ve been talking about it a couple of times. So it’s coming on the next release.
Rosalie Chassat: I think we also mentioned it in previous webinars, but we’ll also be releasing the timesheet and salesforce event integration. So that’s next release as well.
Rosalie Chassat: And then in subsequent release, there’s 2 that are pretty cool. I wanted to highlight. So the auto shifting task on project start date updates. So that was upvoted by customers should be really useful. If you’re creating projects before your deal closes, and then you have changes. As the deal progresses, so it would avoid you having to change dates, a bunch of different place.
Rosalie Chassat: so it should make your life simpler. And then the second one. That is pretty cool mass update fields in grid. So quite a simple one. But right now it’s only possible to update project status in bulk. You can also update bulk, update the dates from the timeline, but that’s pretty much it. So this should make it possible to do bulk updates kind of in any column, I think.
Yanick Abraham: Priority assignee and the statuses, and we want to make it on pretty much every field.
Rosalie Chassat: So that should be a time saver, for sure.
Rosalie Chassat: Yeah, that’s we’re on. Okay. And then we’re already. We’re already. That’s the 1st time we finish so early. I think I don’t know.
Yanick Abraham: Summer.
Yanick Abraham: Wanna go out.
Rosalie Chassat: We’re almost done here. In terms of next steps we mentioned a couple of times today. So we’ll be sending you a follow up email with couple of key key things. Just. I just wanted to mention as well. Some customers have asked like, How do you get the recap email, so the recap email is sent to people that registered to the webinar. So if you register the webinar and you didn’t attend, you’ll get it anyways. But if you have other people in your organization that want to recap, just tell them to register to the webinar
Rosalie Chassat: and if you like. Today’s webinar. Of course you can register to our next one on August 21st
Rosalie Chassat: and then, just before you leave, I’m gonna put up the last very last poll. If you want to take a couple of seconds and just answer our webinar poll and let us know how we did. So we can improve every time. Otherwise I wish you all a happy summer, and we’ll see you next month. Yannick, did you have anything else you wanted to add?
Yanick Abraham: Yeah, I just there’s 2 things that’s helping us a lot. So when you, we’ve talked about it the other day, when you see our content on Linkedin. If you can just like and share, reshare and send it to some of your colleague. This helps a lot in terms of getting more visibility and traction our goal right? If you want us to continue implementing a ton of feature like we do, we need sometime new customer. So if you can help us. This liking content help us a lot.
Yanick Abraham: and I’ve just sent the link as well to review us on G 2. So those are very. So if you don’t G. 2, it’s a great place to find software, and this makes a big impact to us in terms of acquiring new customer and getting more money to invest in this product development and giving you even more feature. So it would be very appreciated if you can take 5 min just to go in
Yanick Abraham: to G 2 and rate do a proper rating of a client. Vsa, it would be very appreciated.
Yanick Abraham: Yeah. And you can do the G. 2 review. Even if you already reviewed that on app exchange. That’s no problem. You can do both.
Yanick Abraham: We can do both. If you want.
Rosalie Chassat: Alright. Well, thank you very much. I will be ending the recording. If you have any questions as well, you can just follow up with our support team. After the webinar. If you have other questions, have a great rest of your.
Yanick Abraham: Everyone.
Yanick Abraham: Thank you, Jose. Bye-bye.