November 2023 Updates for Users

This release includes the following updates for Valkre Users upon release

• Streamlined 'Add Team Member' Popup
• Customer Goals on Internal SWOT Analysis
• Upgraded Locations Dashboard

Streamlined 'Add Team Member' Popup

When adding Team Members to Meetings, Initiatives, etc. you are currently presented with a list of all Users who can view this Customer.  To simplify this experience, the User List shown will default to the Users mapped to the Customer that is being worked on.  If you would like to expand the Search, you can uncheck the 'Team Only' filter. 

Customer Goals on Internal SWOT Analysis

To help ensure the Internal SWOT Analysis is done in context of what the Customer is trying to achieve, Customer Goals will appear when identifying your Mission Statement and performing your Internal and External Analysis.

Upgraded Locations Dashboard

The first of many Valkre dashboards to be upgraded is the Locations Dashboard.  You can now perform a quick search, filter on Classifications or sort the list.  In addition, the Location should load within a few seconds no matter how many there are.