Tag: Call Management

Posts related to managing calls in ProposalSpace.

Revised Delivery Criteria for the Messaging Module

We’ve made a slight change to the way messages are sent with the Messaging Module.

Previously the module always sent one copy per user per proposal. Unfortunately that could be confusing if an individual had more than one proposal because someone could receive multiple copies of the same message and not understand why.

The module continues to send one copy per user per proposal, but only if the message contains proposal-specific merge fields, like the proposal ID or title. That way, if someone receives multiple copies it should be clear which proposal each copy is for. If, however, the message does not contain proposal-specific merge fields, then the module sends just one copy per user, regardless of how many proposals that user is associated with.

Continue reading Revised Delivery Criteria for the Messaging Module

New Feature: Publishing Module Customizations

Call admins can now select specific questions to use for session titles, role-user names, and role-user organizations in the Publishing Module.

Previously the system made its best guess which questions to use. (Basically it used the first question in the main submission form for the session’s title, the first question in each role form for an individual’s name, and the second question in each role form for that individual’s organization.)

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New Feature: Proposal Labels

Have you ever wanted to organize your call’s proposals using your own taxonomy? Well now you can, with labels!

Call admins can now create and apply custom labels to any proposal. They’re completely under your control. You decide what to call them and which proposals to assign them to. You can then use them to find proposals according to the labels they’ve been assigned.

And the best part? They’re included as a core module at no additional cost and with every call, new or existing!

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Expanded Feature: Default Answers in Role Forms

Call admins can now use profile information for default answers in role forms!

Previously, the only two questions in a role form that could be auto-filled with information from a user’s profile were name and organization—both of which were hard-coded into the form. And with any other question you could only define static text for a default answer.

Now, the question-settings dialog has an additional Default Answer option for all text questions, including name and organization. You can still provide specific text to auto-fill the answer, but now you also have the option to select a data element from the user’s profile.

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New Feature: Customizable Submission Receipt

Submission received!As soon as our system receives a submission, it immediately emails a receipt to the person who submitted the proposal and, if different, the person who created the proposal. Previously, the contents of that email weren’t editable.

Now, with our new Custom Receipt Module, you can customize the receipt by editing the Subject line and adding text to the body of the message. Continue reading New Feature: Customizable Submission Receipt