Late November 2023 Updates for Users

This release includes the following updates for Valkre Users upon release

• Added Sorting, Filtering, Classifications and Performance Enhancements to several Customer ‘lists’
• Added Sorting, Filtering, and Performance Enhancements to several Cross Customer ‘Lists’
• Classifications have been added to the main ‘forms’ to save space and reduce clicks
• Upgraded User Experience for managing Stakeholders

Added Sorting, Filtering, Classifications and Performance Enhancements to several Customer ‘lists’

Lists for Stakeholders, Mutual Objectives, Initiatives & Milestones now have enhanced filtering and sorting to help manage the information dynamically.  In addition, if Classifications are used, they will appear in the list automatically for further data management assistance.

Added Sorting, Filtering, and Performance Enhancements to several Cross Customer ‘Lists’

From the Customers Dashboard, lists of Mutual Objectives, Initiatives, Milestones, and Activity have also been upgrade to include dynamic sorting and improve performance.

Classifications have been added to the main ‘forms’ to save space and reduce clicks

For those who use Classifications, these fields are now part of the main form rather than a separate widget / Tab.  In the example below, 'Buzzwords' is a Classification that was added by Admins and is now part of the form.

Upgraded User Experience for managing Stakeholders

Several updates were made to fine tune the Stakeholder management User Experience

• Clickable LinkedIn and CRM icons on Stakeholder Profile.  The URLs can can entered under the 'Media' tab on Stakeholders...but icons now appear under the Stakeholder's picture
• Ability to specify ‘Unknown’ Stakeholder Influence or Advocacy when this information is now known
• Searchable dropdowns for selecting Locations and Owners make it easier to find information in long lists