Velocify Pulse 23.3 Major Release: Feature Enhancements

The following UX updates are included in this release:

• Redesigned Admin Pages: Velocify Pulse Admin pages have been redesigned with this release, as part of an ongoing effort through 2023:

  • Velocify Pulse Admin Home Page:

    • New user interface

    • Outdated Salesforce Setup links previously displayed at the bottom of the Velocify Admin Home Page removed

    • Toggling between Admin and User settings from a new Profile View drop-down option

    • Reconnecting and resetting the application mimics the Lightning Experience

  • UI Settings: Page updated with a new user interface and renamed to Branding. Use this page to replace the default Velocify Pulse logo with your own company logo within the Pulse application.

  • Time Zone Protect: New User Interface, keeping. basic functionality unchanged, except for:

    • Mapping a Time Zone field per object moved to the Object Configuration page

  • Permission Sets: Selection components' look and feel updated to meet Accessibility standards

  • Overall update: White circular spinner now displays while page content is loading

• Dial-IQ: HUD: 

  • Increased space in the Inbound Source and Status fields

  • Removed Report Call Quality button

    If you experience call quality issues, create a Velocify Support ticket.

Ability to filter specifically for users with a blank/empty Role from the Licenses page.

Starting with this release, Velocify Pulse admins can now remove a standard field mapping from the Object Configuration page by clicking the X on the right side of the current field.

Name and Phone fields are still required, to save any changes. Status and Custom Owner cannot be unmapped or changed without assistance from Velocify Support.

Error message displayed when the Out of Contact Strategy metric fails to load has been updated to include access issues, to provide more information/context.

Prior to this release, when syncing some Salesforce system date/time fields, Velocify stored the value in Pacific Time Zone. As a result, date/time field filters applied by users outside the Pacific Time Zone had a potential for displaying inaccurate data. To address the issue, these fields will now be stored in the user’s time zone.

Examples of updated fields:

• CreatedDate

• LastViewedDate

• LastReferencedDate

• LastModifiedDate

Existing leads will not be updated automatically. Records will have to be modified to reflect the correct time.

Salesforce is no longer supporting API v 29 and lower effective June 1. 2023. To support this update, all APIs used by Velocify Pulse are now version 30 and higher.

A new Dial-IQ Settings page accessible by Velocify Pulse admins is now available to configure dialer-related settings.

With this release, Call History Report settings related to Inbound Service Level have been moved to this page from the Settings > UI Settings (renamed to Branding) page.

More dialer-related admin settings will be added to this page with future releases.

Updates to the internal service that controls the following Dial-IQ HUD features will be available in a future release:

• Call status management

• Notification management for dialer functionality such as Shotgun Connect and transfers