Agenda - CRM PUG Meeting - 2018-6-28

Date

Attendees

Goals

  • Knowledge transfer - sharing challenges/solutions from OIT and between depts
  • Information dissemination - upcoming software updates and planned outages
  • Invitations - Upcoming training invitations and conference opportunities

Discussion items

TimeItemWhoNotes
35 MinsChat about ChatAlexImplementing Talsima Chat
10 MinsUpcoming Talisma TimelineJeff
  • Finish BANTAL (Go-live tentatively scheduled for July 13 weekend)
    • roll over to new data feeds
    • we'll be reaching out to address any campaigns that use data fields which are being defuct
  • Refresh Non-Prod (DEV) <--- (maybe not)
    • later this summer after a few big projects in DEV have gone into PROD
  • Upgrade Non-Prod v12.1 (DEV) (July-weekend after the BANTAL implementation)
    • currently on 11.1
    • major enhancement is the web client usability
    • testing in Non-Prod (during summer)
  • PROD Upgrade v12.1 (before start of Fall Term)
5 MinsBANTAL UpdateJeffGo-live tentatively scheduled for July 13
5 MinsTalisma v12.1 installed in DEV in July-ishJeff

Major Highlights of Talisma v12.1

  • Dynamic Mailing list start and end date
  • Printing interactions from the web client
  • add/remove columns from the web client
  • updates to grid features to enable it to act like excel
  • History tab
  • Plus all the major upgrades from 12.0 such as:
    • conversation pane visible in the web client




Action items

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