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MainEvent Release Notes 10/19/22
Graphic Builder - Enable border around whole widget
In our quest for freedom, justice and analytic aesthetics, we have added the option to add a border around a widget on Graphic Builder pages. Example Below
Graphic Builder Filter Improvements
Removed filters applied from one graphic builder page impacting other pages. With the fix, pages are now independent of each other regardless of what filters are used.
Event Summary - Edit Actual Times - Claim Date Default
Once positions are staffed, there is an option on the event summary under the staff dropdown to submit the staff’s actual hours so claims are generated on their behalf.
The claim date for this section is now defaults to the current day’s date but may be modified. This change reduces the amount of time managers need to spend on this page if there are multiple staff assigned to a shift.
Event PDF Edit Print Layout Improvements
Improved printable version of pre and post event/visit pages. This allows our customers to share completed events in a branded, professional manner.
Event PDF - Allow Event Property Data on Event Statistics Tables
The Event PDF option can pull in customized event detail information including time, location, and name.
Add Windowed Section for positions on the assignment page
From the add staff page - Improved the interface for staffing events with 10+ staff on a single event to facilitate finding and assigning available staff to new positions.
MainEvent Release Notes 9/08/22
Graphic Builder - Added Custom Color Widgets
For certain widgets (ex. Stat Billboard, Bar, Line and Pie charts), a user can now apply custom color fonts based. This has been useful in particular for client presentations where certain Pantones/colors are required and/or recommended. The request originated from customers requests that needed these reports exportable for presentation purposes.
Integration Reporting - Improve Display
For certain reports that require analysis of previous periods (ex. current year vs last year), improvements have been made to display and audit the data that displays on these types of reports. Useful for companies that are performing sales integrations or have a need to evaluate the field activity outcomes in relation to accounts. For example: We performed activities at accounts, to what degree did these executions impact the bottom line based on reviewing depletions/velocity to current vs. previous time period.
Add Formula Fields for Pie Charts
Added formula fields as an option for sections/wedges in pie charts. This was added from a client who wanted to ‘show their work' for graphs where not just the value was used, but the related formula. The overall goal is to reduce questions and back and forth, and to illustrate the impact of various stats and widgets to a greater audience beyond the field marketing department.
All Row Insertion on Stat Tables
For involved stat tables (similar to Excel spreadsheets), we added the ability to insert rows within the report to reduce the time/effort needed to make changes to existing reports as needs arise. This request was generated from an involved report where adjustments needed to be made to some, but not all rows.
MainEvent Release Notes 8/30/22
Yes/No Select filter for "specific value" filtering
Filter added to allow selection of yes/no from a drop down for graphic builder/dashboard pages. Allows stats and graphs of yes/no based selections to be further refined.
Graphic Builder - Allow Stat Widgets to Obey Filters
On the Graphic builder pages, for stat widgets (single or aggregate of integer fields), these widgets will now obey filters.
Date Range Filter Option
Enhanced date range filter for specific widgets, in particular for dashboards/widgets that involve integrations where the date is used on an import field.
Dashboard & Event Summary Widgets: Filter to allow blank/non-blank counts
Filter added to count blanks or non-blank fields within a given column. Used for integrations where columns contain a combination of values and blank columns.
Add Event/Visit Page: Recap Selection default if single selection
On the Add Event page if only one recap is assigned to the program selected, it auto-assigns on the add events. This reduces the time/clicks needed when scheduling and editing visits.
Event Owner - Default to User
For customers using the Event Owner option, the default option is the now the user adding the event. A search option allows admin users to find alternative owners if need be.
Graphic Builder - Image widget not adjusting when the filters are being used.
For pages where the image widget is used, the page filters will now apply.
Post Processing for Integrations
Backend improvements for customers that require large, involved processing of integrations. Improves the speed when using integration data on reports, dashboards, and other visual/data analysis.
Graphic Builder - Clear All button does not clear date filter
The clear all button works for all filters, applied fix.
MainEvent Release Notes 08/11/22
Dashboard - Event Statistics Text Widget Improvements
Adjustments made to improve the way the text widget displays on dashboards, venue, and event/visit profile pages.
Dashboard - Calendar on Dashboard Scrolling
Weekly and monthly calendar widget is now scrollable.
Dashboard - Preview Function
Added preview function to review a particular widget with populated information prior to displaying on an actual dashboard.
Staff Address Change Notification
A notification can be created and delivered to users and roles if a staff address is changed. This request comes from clients that need to update payroll staff, and/or roster updates.
Date Record Matching on Integrations
Able to match integration files based on the event date/timestamp. This can be applied for customers that have 3rd party integrations into MainEvent, and do not have a MainEvent ID. This addition provides greater extensibility to incorporate data sources.
Staff Profile Fields Assignment Matrix
The assignment matrix for staff has been fixed to allow roles to view/edit certain files on the staff profile base on the permission of that role.
Event Recap - Questions Last Answered Timestamp
Added functionality to show the last time a recap question was answered on a recap. Helps management users see the last time a question was asked and answered.
MainEvent Release Notes 08/02/22
Configurable Event Feed API
Created configurable API feed in JSON for event scheduling information. Enables customers to add/edit what fields display, along with what filters based on unique requirements. Allows clients to provide event schedules in an acceptable format for third party integrations.
Photo Tag Filter for Dashboard
Option to display specific images on the dashboard based on applied photo tags. Photo tags themselves are a configuration by a customer to best describe an image (e.g, Consumer Shot, POS Item, Product Shot). This feature allows customers to leverage these filters to ONLY show particular tags on a dashboard.
Venue/Location Custom Field Filters
Option to add filters based on venue custom fields. Refines what is possible when running complex/nuanced queries on a dashboard. For example if you need to run by certain store locations, or unique attributes identified by a customer, filters can be added and obeyed for these fields. Prior to this change, only standard field filtering was permitted.
Integration Imports Added to Audited reports
For integrations with 3rd party sources, any field that's stored can be reported on in the audited report section. Extremely useful for customers that run sales depletion reports in comparison to their executions.
Asset Assignment Filter
For customers that use the asset management system, a configurable permission has been added so a request can be made based on the asset’s geographic and program assignments. Allows requests to be made properly based on the particulars of each asset.
Cross Referencing Integration Files in a Widget
Needed for customers that require multiple integrations and report on correlated data from multiple files. Allows for visual analysis base on imported files, in combination with information stored on MainEvent.
MainEvent Release Notes 07/21/22
Dashboard Media/Photos Widget Filters
Media widget will now filter according to applied dashboard filters.
Event Graphic Dash/Report: Integration fields
Can combine multiple integrations together in a single widget. This can benefit groups that have a variety of data imported on multiple files, and need to correlate the information together EVEN if there is not a unique MainEvent ID on all files.
Allow filtering by select field option on standard charts
For charts that have many select values, a filter can be added on a widget level to refine which options display. For example, if a customer has 90 unique products, but only wants the graph to display a certain segment of products (e.g, 10). Increases flexibility of the dashboard by allowing customers to control and choose exactly what displays within the widget.
State/Province Add Location tool
Expanded the functionality of the add location tool to allow import of locations outside of North America.
Improvements for requesting assets
For customers that use the asset management system for their programs, several improvements were made to improve the speed of the request process. An improvement for customers that have hundreds of assets available that need to be requested for any given execution.
Budget PO Permission adjustments
For the Budget PO system additional permissions were added to show/hide certain segments based on role permissions. This will allow users to add and associate executions to POs without the need to view additional functionality within the module (e.g, budgets, spend, allocations)
MainEvent Release Notes 06/30/22
Cancelled Event Trigger - Automated email trigger upon canceling event to the Event Owner.
Event Request Program Configuration
Option to toggle by program if events can have a request process or not. Used for clients that have multiple programs and some programs require an event request process, while others prefer to schedule their execution directly.
Graphic Report Builder Time Based Graph - Option to show a value (e.g, leads, registrants) based on a block of time (e.g, by hour). Will allow customers to visually see this value for 3rd party integrations. Useful for groups that are evaluating attendees and show ‘what is the most/least popular time.
Added Filters for custom scheduling and recap fields.
For the Graphic Report Builder option to show multi-select filters for custom scheduling and recap fields (e.g, brand(s) sampled, wholesaler). The filters are for the entire page (all stats, graphs, images, and map filters)
Option to add custom venue fields. For audited reports option to add venue custom fields (e.g., Wholesaler)
- Tabs Displaying Properly on Staff Profile
- Guerrilla Stop fix when clicking on child events
- Username - if extra space in the username, that value will be omitted to reduce errors when creating new users.
MainEvent Release Notes 06/17/22
- Graphic Report Builder Custom Scheduling Field Filter
- Added filters by Custom Scheduling Fields as defined by customer (e.g, brand sampled).
In our quest for freedom and justice, we now enable additional filters to enable users to further refine
- Event/Visit Email/ SMS Notifications
Configurable by hour
- Option to send notifications based on the hour from the Event Start time and/or Event Shift Time
For organizations that prefer to remind staff at specific times and/or if certain tasks are due pre or post the execution. Intent to continue to minimize the manual effort needed to ensure time sensitive tasks are completed and/or reminded of.
- Event/ Visit Owner Addition and Primary Recap Reminder Some of our customers like to have users of the same roles have access to each other’s events (i.e. assigned to same program/market) but want certain notifications to only go to a single manager.
- Under Admin → Client → Event settings, a toggle has been added called “Event Owner”.
This is similar to the “Asset Owner” where on the event edit/add page, and a field appears at the bottom of the page where there would be a dropdown list of management users to select from. This list of users is a searchable dropdown list and only displays users who are assigned to the Program/market selected.
- Added“Event/Visit Owner” column option to allow clients to have that field display on the Event/Visit Index page.
- Event Owner Notification
When creating an event-based notification, there is now a box you can check for “Event Owner”.
- Bulk Rate Editor for Time & Distance Expense Types
Added functionality for customers that require to manage/update expense types en mass for up unique geographic entities (e.g, Zip Code, State Country). This feature can be used for updating expense type where time and distance is associated (e.g, mileage, wage rate). This feature enables error handling and percentage verification for any rates that are drastically higher/lower than the preceding rate. Used most often by organizations that have staff either nationally, and/or in multiple countries where specific wage and labor rates apply.
- Configurable Event Feed API
- Created a configurable Event/Visit API feed for new and updated events. Enables customers to use an JSON API that supports custom fields associated to a scheduled event/visit in the system. Used for any 3rd party providers that have a need to send/receive scheduling data from MainEvent.
- Overdue Claims/Payroll Report
Based on customer requests, for any groups that use MainEvent to manage payroll, we added a report to show any overdue clams. This report enables mangers/finance department to know every staff that has a payroll submission that has not been submitted. In combination with the existing payroll submission notification email/sms reminders, no payroll claim will be left behind.
- Guerrilla Stop Fix
Fixed issue when adding new guerrilla stops that a new location was created each time.
- Staff Profile Fix
Fixed staff profile saving for clients that support payroll in multiple countries.
- Media Tag Fix
Applied fix to allow for scheduling fields to be filterable based on the images.
- Exportable Reports in Excel Totals Fix
The total column for integer and calculated fields now displays properly when exporting to Excel.
MainEvent Release notes 06/02/2022
Assigned Staff Notification
Additional notification options to send email/SMS text to any staff assigned to an event/visit. Additional notifications include:
- Event Date Updated
- Primary Recap Response not submitted (Daily and one time)
- Upcoming Shift Reminder
Program Specific Notifications
Option to send program specific notifications. Request from a customer that sends different, unique messages based on the program.
Staff Unavailability Monthly Calendar
Allow managers a monthly calendar view of what staff are unavailable for work based on the days off that are selected of each user with the intention to provide a comprehensive way to properly plan events/visits based on upcoming schedules of the staff they are responsible for.
FTP Automated Reports Feature
Enabled option to send automated reports via FTP. This is in addition to the emailed report option that exists currently with the end goal of reducing manual effort to produce high quality analysis.
MainEvent Release notes 05/19/2022
- Budget Module - Reporting Enhancements Implemented improvements to add extensibility for customers that need to provide highly configured budget reports to their clients or departments. With this addition MainEvent can now arrange by categories, and associated expense types and produce reports on any PO. In addition filters can be added to provide certain criteria of a PO (e.g, date range, Market(s).
- Integrations - Venue and Event auditing For the integration system, capabilities have been added to provide a audit history of any associated integration that has been imported to Venues/Locations and Events/Visits. The purpose of this addition Is to provide transparency and reduce any guesswork to insure 3rd party integrations have been properly imported.
- Automated Notifications Event / Shift Reminders with option for Hours trigger
Within the notifications system, an hours configuration has been added for event and shift times. This has been a popular request of customers that would like to notify staff and managers assigned to executions on a specific cadence, potentially multiple times (e.g, 4 hours before an event and 1 hour). This feature can also be used for tasks that need to be completed prior or after a shift.
- Claim Status Automation
There is now an automated process to view the status of claims after they have been approved. The purpose is to make it easier to manage paid claims (hours worked and reimbursable expenses) for staff, and to assist operations/finance individuals to better track for reconciliation purposes. The breakdown of the steps are as follows:
- Claim submitted by staff
- Claim approved/declined/withdrawn by manager
- Pay period ends
- Lock date elapses
- When pay period date arrives (12:01 am on the pay date) and all approved claims become paid/processed status
- Event/Visit Owner Option
An Event Owner has been added to designate a specific user to an event that wishes to receive notifications, and be assigned to a particular event. This feature is similar to the asset management system owner, with the intent for customers that have a need to assign a particular individual that is responsible fo a particular event.
- Products Collapse on a Recap
For customers that have several products that are asked on a single recap, there is now a default to collapse the products , making it easier for field staff to complete their report.
- Report Speed Improvements for Scheduling and Venue Custom Fields
For customers that have custom fields associated with scheduling or venues, and want to use those fields for reporting requirements, the reporting system has been tweaked to improve the speed of these reports.
Bug /Issue Fixes
- **Staff Calendar **
The Staff calendar now has the option to display even if there is no activity populated.
- Dashboard Date Range Filter now data will display to include the last date of the query.
Released into production 05/05/2022
Staff can now view their availability calendar multiple months in advance and mark unavailable days
Scheduling fields can now be brought in as a column on the Event Index
Added additional translations for standard staff profile fields
Added an Event Category filter to the dashboard
Addition of a new PO Module
You can now create POs within MainEvent. Each PO is assigned to a group of Markets, Programs, and a specified date range. The PO will keep track of the total budget, current spending amounts, and total remaining. You will also be provided with a full list of events that apply to each PO and their total cost.
Bugs and Minor Updates:
Force date formatting for Program Start/End Dates
API support for Mozeus integrations
Fixed a bug causing the Add Alert button to not appear
Fixed a bug causing the edited location to default to Alabama as the state selection
Fixed a bug preventing Venue Counts from being filtered on the dashboard
Released into production 04/21/22
Added scheduling select fields as options for iCal links
Event scheduling fields now appear on the Add/Edit Event Tool
Updated the image name on exported files
Improvements to Event PDF formatting
Fixed a bug causing help text not to appear on Request Sites
Fixed a bug causing some claims that were not set to auto-approve to auto-approve anyway.
Fixed some minor bugs related to reports
Released into production 03/24/22
Improved venue dashboard layout
Additional integration filters available on the dashboard
Add custom text color to Event PDFs
Added a translation option for Event PDFs
Updated the Event Import tool to display the Location name and ID as well as Staff and Staff ID within one cell. This should allow for easier selecting of locations and staff
Fixed a bug causing claim thresholds to appear
Fixed a bug preventing Claims Types with no data from being deleted
Fixed a bug causing the filtered markets to not appear on the dashboard filter
Fixed a bug causing the add location tool to not inform which line a duplicate location was on
Fixed a bug that allowed users to see events on the dashboard that they did not have access to
Released into production 03/10/22
Improved Venue Dashboards
Improved Event PDF Builder
New Management User Import tool
General Admin Section UI Improvements
Fixed a bug causing dashboard filters to not apply
Fixed the event count column on the Global Location Index page
Fixed an issue causing the Ad-hoc location search’s City filter not to work
Released into production 02/24/22
Embedded help released on Core 1 sites
When managers submit recaps they are now taken to a separate tab so they are no longer left at a dead end and have to use the back button.
Removed non-relevant Staff Offload options from the admin section
Created additional dashboard filters such as for Event Status
Can no track event hours and staff hours in dashboard tables
Created customizable event PDFs
Added a column to the payroll overview page that sums claims under the withdrawn status
Fixed a bug causing scheduling document files to not appear
Adjusted the dashboard footer to properly appear at the bottom of the page
Fixed a bug causing some dashboard photos to appear rotated when exported to a PDF
Released into production 02/10/22
Created a new Event Status dashboard filter
Global Location Custom Fields now appear on all client level location profile pages
Improved auditing available for all dashboard stats table widgets
Improved the Global Claim Index Territory filter
Improved auto name generation for Ad-hoc events created without a specified name
Fixed a bug causing some graph types not to appear on the dashboard
Fixed a bug causing some graph types not to respond to dashboard filters
Fixed a bug preventing scheduling select fields from being left blank
Fixed a bug causing all Programs to appear on the Calendar program filter regardless of client
Released into production 01/27/2022
Made improvements to the graphic dashboard print screen UI
Removed quotations from appearing around pre-normalized postal codes
Updated the Add Locations role permission to apply to the event creation page as well.
Time recap fields will no longer display a clock field.
Fixed a bug stopping users from re-activating media tags.
Fixed a bug causing inactive dashboards to appear on the navigation bar
Fixed a bug causing the Location Claim tool to not process
Fixed a bug causing Admin client sections to sometimes not expand as intended
Fixed a bug causing some guerrilla stops to throw off the event page’s formatting.
Released into production 01/06/22
Updated the failed login message for inactive staff users
Added a Client level toggle to decide if Inactive Program data should appear on index pages
Added a Role toggle to anonymize staff user names for specific roles. (such as client users)
Improved formatting on additional dashboard tables and added some additional filter options
Fixed an issue where Location Variables were not being updated by the Edit Locations tool.
Fixed an issue that caused the Recap Status to not appear to be required in order to save a new Recap Definition
Released into production 11/18/21
Added the Client name next to position types on the Global/Client Staff Index
The client Staff Index position type filter will now only show positions available for that client
Vastly expanded the capabilities of the Dashboard Stats Table
Added additional export options for Stat Tables
A new Duplicate Event feature has been added
Allow for simple filter switching on the T&E/Claim indexes
Fixed an error with the dashboard Stats table widget
Corrected an error message that would sometimes appear when using the Shift User Assignment tool
Fixed an issue causing clients not to appear on the Link Calendar section of management users profiles
Released into production 11/4/21
Moved inactive projects to the end of the Staff Assignment Tool Template
Users can now only view Projects on the Global Project Index that fall under parent programs that they are assigned to.
Added additional French Translations options to the Staff App.
Corrected the formatting of the Meal Break claim alignment within the Staff Portal
Fixed an issue causing the Recap Definition to not filter photo results on the Media Index
Released into production 10/21/21
Removed Hyphens from appearing between Market/Programs names instead of spaces on the Staff Assignment tool
Cleared up some small visual bugs
Created a trigger to notify users if an automated report fails to send
Added some additional checking on the account import tool to ensure duplicates are not created.
Released into production 10/7/21
Improved Report page navigation
Improved the Staff ID formatting on the Edit Visit Tool
Fixed an issue causing the Tour Calendar and Event Calendar to not show the same events
Fixed the Report Transpose Feature
Fixed an error causing Recaps Definitions not to save
Fixed an error causing Recap Definition Logic to not save
Fixed an error causing the Recap Definition Duplication feature to not work
Released into production 9/20/21
Updated the Execution Team Tool temple to provide the Staff/Management classification as a pre-formatted select field
Updated the Execution Team Tool to allow for multi-tier imports (Region, District, Territory)
Updated the Staff app to not allow staff to manually enter dates outside the recap's designated date range when creating OR editing an event
Fixed an issue causing filters not to appear on the Check-In Index
Released into production 9/2/21
Added a toggle to turn on embedded help text in the admin section
Added asset help to the embedded help section
Updated the State selection on the Add Location tool to be a dropdown of state abbreviations
Updated the Add Location page to break American and Canadian states/provinces into their own section with heads when using the dropdown
Updated the Add Location page to display state/provinces as both abbreviated and full state names.
Fixed an issue that was causing a query error on reports when the Event Categories Table was added
Fixed an issue in the Staff App so that the message counter now displays the correct number of remaining messages after a message is read and deleted.
Fixed an issue that caused rejection emails to keep sending after being deactivated
Released into production 8/19/21
Allow for widget titles to display on the dashboard
Updated the staff profile text to allow for longer descriptions
Updated the staff profile page so that management users can only assign/unassign locations for staff, if they too are assigned to the same Client/Market. Other location assignments will be hidden.
Updated the Index page filters to refresh as soon as a new column is selected to filter. In the past, you would have to remove the filter entirely before filtering on a new column.
Fixed an issue that caused index filters to not collapse
Fixed an issue preventing staff users from creating overlapping Ad-hoc events
Fixed an issue that prevented users from clicking the edit column button in reports
Fixed an issue that caused Location Types to appear multiple times while choosing filters
Fixed an issue on the Location Index that prevented the Territory Filters from collapsing
Fixed an issue on the Check-in Dashboard that caused the date filter calendar to be partially cut off.
Released into production 8/05/2021
Added duplicate validation checking for the Add Location Tool
Fixed an error that was caused when filtering pre-normalized location columns
Fixed an issue that was causing Display Text widgets not to appear
Fixed an issue that was causing the top widget to not display
Fixed an issue that caused chart information to not appear if a filter was not completed
Fixed an issue that cause recap fields not to display when adding additional clauses on the infinite dashboard
Fixed an issue where the AM/PM modal could not be changed in the staff portal while in French
Fixed an issue that prevented certain columns from being removed from the Project index
Fixed an issue that caused report table to appear twice if a column was re-organized
Fixed an issue that caused some staffed events to appear as scheduled.
Released into production 7/15/2021
Automated Reports - Numeric/ID columns default to Number Without Commas
Automated Reports - Default to show decimal points for Numeric and Money columns
Automated Reports - Yes/No columns display as Yes/No by default rather than T/F
Added a program toggle to allow for the Request Assets question to default to Yes/No on the Add Event page
Removed the Program dropdown on the navigation bar
Corrected an issue to the Staff Assignment Tool which was not allowing Territories or Programs with “_” to be used.
Corrected the placement of the NNI contact info on the Report Schedule page
Fixed a bug that caused the “Delete” button to not work on the Global Admin Product page
Fixed a bug that was causing a red box (used to indicate required fields) to appear around the Program select field
Released into production 7/1/2021
Added the Event Name as an optional column on the T&E Approval Index
Allow for Asset Activity requests to be blocked off as unavailable on the public request Calendar
Corrected multiple missing French Translations within the staff portal
Fixed a broken sync button on the staff portal
Fixed a role toggle that was preventing Missed Reasons from being added in the Global Admin page
Fixed an issue with the Claim Location Tool progress bar that was preventing imports from completing
Fixed an issue that was causing an Unknown Error to appear after creating Ad Hoc events in the staff app
Fixed an issue with Dashboard Pie graphs pulling no data