Tractivity v25.1 - Release Notes

This update was released on Tuesday 14th January 2025. If you have any questions about this update, please contact your Customer Success Manager at customersuccess@tractivity.co.uk.

Improvements

• Reports - "Mailshot Statistics" report
  This report has been updated to include two new columns - 'Status' and 'Created Date'.
• Reports - "All Users" report
  This report has been updated to include a new column, showing the Team that each User is part of (if they have been assigned to a Team).
• Reports - "All Contacts" report
  This report has been updated to allow the 'Caring Responsibilities' value to be used as a filter.
• Reports - New "All Organisation, Contact, Enquiry and Event Interactions by Enquiry Sub Project" report
  A new report based on the "All Organisation, Contact, Enquiry and Event Interactions” report has been created. This new report includes a Sub Project filter.
• Reports - "Time Spent" column
  Various Activity reports have been updated to include a new 'Time Spent' column, showing the amount of time spent on completing an Activity.
• Reports - Associated Organisations visible in Reports
  

  An 'Associated Organisation' column has been added to the "All Activities by Date, Status and Allocated User" and "All Organisation Activities Between Dates" reports. 

• Reports - "All Activities by Date and Status" report update
  The “All Activities by Date and Status” report has had the following columns added: 'Political Party', 'Stakeholder Category', 'Organisation Category', 'Regions' and 'Account Handler'.

Bug Fixes

• Reports - 'Last Log-in' error
  Users noticed that this report did not factor in use of the Tractivity Outlook add-in when displaying the 'Last Log-in' value, suggesting some users used the system less often than they did. This has been corrected so that log-ins via the Outlook add-in are factored into this value.
• Reports - Filters
  Previously, the options available in filters only included options used in existing data. For example, filtering by Project Category would only allow you to select Project Categories associated with an existing record - not the full range of available Project Categories. This has been corrected so filters will now display all available options. 

• Reports - Abending reports
  

  The reports "All Organisations" and "All Organisation, Contact, Enquiry and Event Interactions" were failing to run for some users, instead displaying a message that the report had been "abended".

• Reports - "All Activities By Date, Status and Account Group" report
  A bug caused this report to not run for some users.
• "Welcome to Tractivity" email
  This email for new Users would display an incorrect email address. This has now been corrected to the right address (customersuccess@tractivity.co.uk).
• Organisations and Contacts - Invalid email addresses
  Some users had reported instances of valid email addresses being labelled as invalid. Our developers have built a new tool to combat this in the future; just email support@tractivity.co.uk if you encounter this issue while using Tractivity.
• Surveys - Ranking questions
  Ranking questions in a survey (where the respondent has to order a list of answers in order of their preference) were not being picked up as "questions answered" by the Survey module.
• Mailshots - Unsubscribe links
  A user reported an issue where unsubscribe links would not display correctly.
• Mailshots - Button links
  Links included in "Button" content blocks were not working as intended.
• Events - "Email Attendees" option
  Clients had experienced crashes when attempting to send a "branded email" using the "Email Attendees" option on an Event page.
• Engage 360 - Various bug fixes
  Internal development has been carried out to improve and enhance the Engage 360 experience.