Aristotle Support

February Release

Article ID: 1146
Last updated: 21 May, 2014

 Overview: Release 41 or the February Release was focused on enhancement to the Legislator Record and the Fly-In module’s registration process.  The Legislator enhancements will focus on delivering better organized data within this entity and includes a dedicated Staffer Tab, supporting Grassroots/Key Contacts, Providing drill down from District counts to display constituents and grasstops/key contacts in a grid so users may better interact with their data.

  We have enhanced the Fly-In Registration process (Participants request to meet with specific Legislator(s)via a web page and meetings are setup within 360 ).  Also – support in Query Builder the enforcement of default active state for record searches and lastly, support mass activity emails to organizations. 

  April Release: Currently we are working on setting items for the  Release.  We are hoping to focus on re-organizing the Legislative Committees/Caucus area to provide an enhanced user experience when working with this data. Again, there is a sizable amount of work relating to our Fly-In Module (Hospice directed but applicable to others) and strategic enhancements consisting supporting an API for a National Party and a variety of client requested reports.

 About the Fly-In: We believe that this work will make 360 the premier Fly-In solution within the industry . Also – we have a number of custom reports required for clients.  

 

Process Update: The March release will be the first complete release where the new development process will be leveraged so we should have better insight on our production capabilities and see improved stability of both our enhancements and bug fixes. We have made profound changes and we are seeing these change the development culture.

 Background on the process follows:

In 2014, and beyond, our goal will be to provide a specific group of related enhancements & bugs associated to a single/focused functional area.. For example, we may focus a release on Action Center improvements and the next might focus on the Organization record. I will be providing to you our development priorities for 2014 in the form of a development calendar.  By understanding our priorities you should be able to effectively engage Product Management and your clients in providing inputs that meet our development priorities and in time to see them realized.

 Statistics:  Release 41/February addressed the following mix of bugs/blockers/enhancements:

·         Blocker: 16

·         Bugs (Non-Blockers): 35

·         Enhancements: 17

Enhancements:

Fly-In Registration Enhancements – Focus on usability and performance issue with Fly-In Registration process. Provide Admin Users will greater opportunities to control introductory text from within 360 and to better organize confirmation page and emails.

Fly-In: Optimize Load times for registration page.  Max processing time at scale should be no more than 10 seconds.

 

Fly-In: Optimize Registration Page and Button Development – change button behavior to go to inactive state to prevent users from re-submitting repeatedly.

 

Fly-In confirmation: Meeting Confirmation Text Box. Provide receipt style confirmation email to individuals registering for Fly-In. Provide user text block for adding custom text within Confirmation pop-up.

Fly-In: Set matched legislators to default. Legislators matched to requestors address will be marked by default on request view.  Some requestors were confused by them being unchecked.

 

Fly-In: Request Page Enhancements: Provide clients ability to enter custom messages and text slugs using WISYWIG Html editor. The ability to enter text  throughout the fly-in registration  page is now supported. Specifically, the pop-up header, introduction, email closing block We are also permitting the ability to search for legislators based on ZIP for organizations whereby their members may wish to include Legislators from a specific service area they work in.

Fly In: Meeting Confirmation Page: Support Pop-Up and editable Text Box to display page for meeting confirmation. Add button for confirm and go back. This should improve load times and provide greater instructional input by administrator.

Legislator Record Enhancements

Legislator record Enhancements - Create improved data visibility regarding legislator information. Header is improved to show Legislators State/District/Party next to Legislators Name. Display Contact information in a prominent area and permit toggling between different offices. Create fields for social media.  Add new Legislator Information – Bio, Military Service, and Professional Experience, Religion.

 

Legislative Staff, Constituent and Grasstop/Key Contacts Relationship Management. Create a dedicated staff tab to store legislative and linked political committee staff.  Remove the awful and much despised “Relationship” box. Add clickable counts so you can display Constituents and grasstops contacts within the former District count field.

 Other Enhancements

 14964 OLP Poll Analysis Report – OLP Specific.

 15103 – Set Default search line in individual Query Builder search to return active Records only! A default query line is added to individuals searches to insure only “Active” records will be returned. This can be removed from searches to retrieve both Active/Inactive. This will prevent clients from searching for records and returning inactive records.

 Email support mass email using organization and organization location detail. Mass Email Activity support for the following: Workflow should be executed as currently designed and supported

1.             Support emailing Individuals linked to the Organization using Individual(s) stored within “Employees, Related Contacts and Affiliates”. User will be able to send email to individuals based on the following criteria.

a.             Primary Contact denoted by Check Mark underneath “Primary”

i.              Note: If an individual is marked Primary on multiple Organizations then they will received multiple emails. (Any change to this logic would require a PBI)

2.             Address Bug whereby email is not supported within Organization

3.             Test and Correct Merge Fields that are preventing Organization emails to be sent

 

Deploy Currently Supported QRT Report QRT will provide Fields pulled for individuals, organizations, and committees are: Entity Type, Full Name, Prefix, First Name, Middle Name, Last Name, Suffix, Mail Name, Salutation 1, Salutation 2, Default Address 1, Default Address 2, Default Address 3, Default Address City, Default Address State, Default Address Zip, Default Address County, Employer, Occupation, Email 1, Email 2, Home Phone, Work Phone, Mobile Phone, HouseHold Name, Household Salutation, Latest Receipt Amount, Latest Receipt Date, Maximum Receipt Amount, Maximum Receipt Date

 

  

Bug

13463

Action Center - Issue with 'Action Alert --> Take Action'

13507

Action Center : Wizard fails to load targets if both "custom > individual" and "custom > saved query" options are selected.

13700

Fly-In Generate Handouts and Schedule never completes when select all checked

13741

Action Center : Non-editable textboxes should not allow to write in boxes.

13930

Action Center - Email does not include legislator's information

14003

Shows 'Available Fields' multiple times when user does 'Add/Edit Fields and Calculations'

14015

Action Center - ASCA: Target lists disappear, when action alert is published/unpublished

14130

Cannot set Default Employer

14187

Relationship Search Types not in alphabetical order

14365

5 Digits zip not importing {15157} (276167)

14394

Action Center - x: preserve user's dropdown selections (enhancement)

14415

x - QRT ADMIN not navigating to chosen client set

14616

VPA removes existing City/State/Zip4/County/Fips Code on invalid Zip Code

14664

Action Center: Employer selection must not stop participants from taking action

14668

Action Alert: process Legislators with multiple active districts

14865

Thrivent-Change text in Check Request email

14944

SMS Text not sending messages

14951

Program is not selected in dropdown, when 'New Pledge' is created from Programs page

15048

Date field in Bank Rec report needs to be corrected

15087

Programs: Icon missing from the link

15129

Deleted Bills and Votes cannot be re-added

15186

Bills and Votes: Shows duplicate entries in 'Type' dropdown while adding Sponsors.

15244

x-Available Balance not pulling everyone

15246

x-Transmittal page does not show contributor

15248

x-Request History Recipient show incorrect results

15281

x - Pledges recorded in programs do not show

15331

x / Mail Merge Broken on Precinct Name {27426}

15386

Error Creating New Receipt Record

15390

Treasurer's Report: Date formatting not retained in report

15419

x: Error while creating mass email activity - DIRECTMAIL

15497

Demo: Unable to open Action Alerts due to missing host site

15592

The Quick Search screen showing both Active and Inactive Individuals when Db settings is set to HYBRID.

15604

Receipt not recording in Program Activities report

15624

Program Activities Report missing webform stats

15633

x: Click Through Tracked Links Not Appearing on Email Blast Metrics

15638

x: Poll Analysis Report CSV Exporting and Printing not formatted properly

15647

Changed Default District not updating in header

15650

x: Poll Analysis Report % CV column truncated

15651

x: Poll Analysis Report Sum show long decimal

15672

Fly-In: Make Appointment Request(s) – Change label to “Complete Registration”

15679

Fly-In: Close Button in Meeting Confirmation page not available

15681

Fly-In: Meeting(s) You Have Requested in Meeting Confirmation Page

15682

Fly-In: Meeting(s) You Have Requested in Meeting Confirmation Page

15697

Neither send email nor show email count on stats page

15698

Send email to 'ALL ORGANIZATIONS', even if only 'PRIMARY' is selected (for Saved List)

15713

x Blocker - Mass Activity Overview - Status Breakdown Not Working

15715

Cannot Access Webform on Release site

15718

Move dropdown to 'Target Selection' page to remove depending on current selection.

15733

Fly-In: Complete Registration button remain disabled

15734

Unable to access 'Mass Email Wizard'

15736

Shows email count = '0', on selecting all the merge fields.

15737

Results on clicking counts on stats page

 

 

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Article ID: 1146
Last updated: 21 May, 2014
Revision: 1
Views: 391
Attached files
item January Release Knowledge Base.pdf (106 kb) Download

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