RESULTS.com is excited to announce our latest release which includes new features as well as enhancements to existing features found within RESULTS.com
We are excited to Announce the "Search" within RESULTS.com
It's easy to misplace things like your keys, wallet or purse and data is no exception.
Forget which meeting you posted the 2019 forecast in?
Trying to find which conversation you colleague posted about a new sales initiative?
Want to open the NPS goal but can't remember which team it's in?
Now you can just search for it
You will now be able to search across any of your Goals, Tasks, Meeting Notes, Connect conversations and Users you have access to.
Quickly search a goal and navigate straight to the goal without trying to hunt it down through the team's page
Searching for a keyword or phrase will return any Tasks with that phrase in its Title or Description.
Any search will also return a list all meeting notes that are relevant to your key phrase
You can also search for conversations in any connect channel you're are in
Search a users name and you'll get a link to take you straight to their dashboard
We are always looking for new ways to simplify things. With Simplified Integrations, we've done just that. Now when connecting a supported Integration we'll give you the option to automatically pull in 3-4 high-level metrics which are important to any organization based on that particular tool. These suggested metrics can be enabled just by answering two brief questions.
The metrics will appear in the team of choice within seconds and you'll begin to data within minutes. We currently support Salesforce, Xero, Quickbooks online, Officevibe, Ask nicely and Zendesk.
Calendar date selector within Meetings
The calendar control for meetings helps you easily navigate between months or years, so you can easily access your historical meetings with just a few clicks.
On the meetings calendar, you will notice the 'Today' option between the navigation arrows has been replaced by a field which shows today's date. Click on the field to launch a mini calendar, which can be used to navigate to different weeks on a monthly basis. Click on any date and your meetings calendar will navigate to the week and display the meetings for the respective week. You can open the meeting by double-clicking on the meeting or by clicking once and then using the 'Open Meeting' option in the right.
Tasks within Meeting Agendas
The ability to see which Tasks were created and their current state (Complete, Overdue) from the last meeting. We've now added the ability to see all your Tasks (not just the ones created in the last meeting) created from that Agenda Item.
You’ll notice a new task icon. Clicking this will show a list of all outstanding task with the ability to toggle between your blocked, Recent, current, Overdue or Not Started Tasks.
This will enable you to keep accountability high and make sure you have viability on every action item captured as a Task when you need it.
We've made a few changes to the Red, Yellow (and now Purple Flags) you'll find appear on your goals when there is an issue. You will be able to find out what the issue is, just by hovering your mouse over the flag.
A Red flag let you know your goal has missed its due date
When you see a Yellow flag this lets you know the goal has not been updated for a while
The New Purple Flag will let you know your Integration goal has been disabled due to an error. You'll find details on the error on the info tab of the goal. Once you have cleared the error, simply edit the goal, click next, then updated. This will be re-enabled the goal and data will continue to flow
We have updated all the Templates and Help section notes on the Import data page. You can download templates by clicking on the Download Template Here at the bottom of the help section in the right side pane. Please note that we only support .csv format for importing.
Deleting Archived Goals
You no longer need to restore an archived goal in order to delete it. We added the ability to delete archived goals directly from the archive goals page. You will see a delete icon to the right of every goal. Clicking on the icon will ask for a confirmation message to delete the goal, confirming this will delete the goal