Revelation 3.1

These are the Features that were added in Revelation 3.1.

 

New Features

Call Templates

Templates will allow for quickly logging repetitive calls. These will be assigned to teams and a globally configurable feature.

Project Templates

These templates will allow for rapidly adding projects to new clients to facilitate immediate use.

Upload Module

Customers who choose to host Revelation themselves will have the ability to save files against Actions, Projects, Locations, and Clients.

More Robust System Actions

System actions will now be logged against changes to Call Status, Priority, and Due Date, in addition to assignment changes. Private notes will also be made invisible to external clients.

Out of Office

Users will be able to designate an out of office status that will reroute all email notifications to their alternative email address.

 

 

Enhancements

Usability:

  • Access to client call history from the Log a Call page.

  • Addition of an At Risk color. Amber will be added on both the Workbench Page and Milestone section.

  • Call Status Overhaul – Admins will now be able to define any number of status and each can be defined as Open/Closed. Status will also be added to the Workbench Page.

  • Working Time will now tie directly to SLA’s.

  • The Workbench columns will now be defined by each individual user.

  • The terms Company and Client were effectively interchangeable. All associations to these words will now be Client. This will remain a phrasable term.

  • Call Monitor Subscriptions will now be merged with the Queue section under the Admin Tab.

  • The Quote Request feature will now allow the administrator to alter the text message presented to the external user.

Report Enhancements and Additions

  • Cost Center \ Team \ Client Type filters will be added to several current reports.

  • New administrative reports regarding User’s and SLA’s

  • Additional asset reporting.

  • A System Configuration Report to assist in technical support issues.

  • Client Index Report to show your best and worst clients as defined by multiple filters.

  • Enhancement of the current SLA and Extranet Client Summary reports.

System Changes

  • Phrase Control – Additional phrase will be added as phrasable. Phrases are now persistent throughout the entire product.

  • Call Types – Call Types will now have the ability to be turned On or Off. They will also be tied to Teams and Call Templates to maintain a simple to use and uncluttered workspace.

  • Default Projects and Client Contacts will be made mandatory. This will facilitate the current addition of Call Templates and will pave the way for Workflow in future versions of Revelation.