SCORE

Engage Enhancement Requests 247

Engage Reported Issues 28

Reporting Enhancement Requests 14

Planned

Set limit for non-direct mentoring requests
Engage Enhancement Requests

45
Move Mentor Accept Assignment email to SendGrid and add signature and calendar link to layout
Engage Enhancement Requests

31
Add Industry and Expertise filter and Keyword Search to Assign Mentor flow
Engage Enhancement Requests

3
Event Object (Local Event Type Field)
Engage Enhancement Requests

3
Update Engage Taxonomy to Categories and Sub-Categories for Mentor Requests and Events
Engage Enhancement Requests

2
Engage File Storage Review
Engage Enhancement Requests

1
Archive Old Engage Event Records
Engage Enhancement Requests

1
Consolidate Duplicate Records
Engage Enhancement Requests

1
Send a notification to the VIC once a Provisional completes 3 co-mentoring sessions
Engage Enhancement Requests

0
Add Lists in Engage that display a list of Interviewers and Coaches for the VIC
Engage Enhancement Requests

0
Selecting edit session option from the contact record is creating new cases
Engage Reported Issues
"Start Date" Field Not Set on Affiliation Record with the Join Date for provisionals and contractors
Engage Reported Issues

In progress

Research - Integration of HQ marketing automation tool (HubSpot) with Engage
Engage Enhancement Requests

3
Duplicate emails sent from Zoom during event registration
Engage Reported Issues
Implement - Integrate HQ marketing automation tool with Engage
Engage Enhancement Requests

0
Update existing SMS messages sent to clients
Engage Enhancement Requests

0
Updates to field access on the account record in Engage
Engage Enhancement Requests

0

Live

Create a field that tracks Number of assignments in the last 7 days on the volunteer profile
Engage Enhancement Requests

7
Update the declined case notification sent to the CIC
Engage Enhancement Requests

5
Do not show profiles of mentors on pause
Engage Enhancement Requests

5
Add Last Login Date Field on Volunteer Contact Record to be used in Salesforce Reports and List Views
Engage Enhancement Requests

5
Automatically deselect the Pause Mentoring Assignments field when the Pause End Date has passed
Engage Enhancement Requests

4
Testing - Client Authentication
Engage Enhancement Requests

4
Review and evaluate current form software and research replacements
Engage Enhancement Requests

4
Implement changes related to Engage System health check
Engage Enhancement Requests

3
Update the Add Team Member process to allow the user to add a note to the mentor they are adding on the mentor request
Engage Enhancement Requests

3
Create a list where leaders can view all assignment activity of their active mentors
Engage Enhancement Requests

3
Add a New Field to Track MRE Reassignments to CIC in Last 60 Days
Engage Enhancement Requests

3
Add two new fields that calculates the declined assignments by mentors for the last 14 and 60 days
Engage Enhancement Requests

3
Allow Volunteer Intake Coordinators & Coaches to add notes to a volunteer application
Engage Enhancement Requests

2
Implement - Client authentication
Engage Enhancement Requests

2
Research - Update session entry flow
Engage Enhancement Requests

2
Update the Workshop Presenter related list on the Volunteer record to include the event date
Engage Enhancement Requests

2
Add help text to the “In Business” Question on the MRE and Event forms
Engage Enhancement Requests

2
Workshop Presenters are unable to view the event list views when logged in to Engage
Engage Reported Issues
Some Session Notes emails not sent to clients and volunteers
Engage Reported Issues
Encountering Registration Error on FormAssembly Despite Successful Record Creation in Engage
Engage Reported Issues
"Reminder: Score Event Tomorrow" Email Notification for Events sent at the the Wrong Time.
Engage Reported Issues
Require the Pause Start Date and Pause End Date to be set when checking the Pause Mentoring Assignments field
Engage Enhancement Requests

1
Implement LiveChat/Salesforce Integration
Engage Enhancement Requests

1
Implement integration with Zoom Meetings for Events
Engage Enhancement Requests

1
Implement – New Regression Testing
Engage Enhancement Requests

1
Default the primary chapter field when entering a session.
Engage Enhancement Requests

1
Research-Customize Error Messages in Form Assembly Workflow
Engage Enhancement Requests

1
Research – Complete Engage System Health check audit
Engage Enhancement Requests

1
Update the Client Request statuses to include "No Show" and "Incorrect Contact Information"
Engage Enhancement Requests

1
Require specifying the type of business on the Client Mentor Request Form for business clients
Engage Enhancement Requests

1
Add help text to the volunteer application form informing users how to select more than one industry or area expertise
Engage Enhancement Requests

1
Sort Mentor Request Assign Mentor flow by Last Name
Engage Enhancement Requests

1
Set Cloned Events registration status to open
Engage Enhancement Requests

1
Update the Race, Gender, and Military field picklist options based on the SBA’s new requirements
Engage Enhancement Requests

1
Research - Updating the Assign/Reassign flow for CICs to more effectively match mentors and clients
Engage Enhancement Requests

1
Allow co-mentors to input session notes
Engage Enhancement Requests

1
Create a field that tracks Number of Accepted Assignments in the last 7 days on the volunteer profile
Engage Enhancement Requests

1
Implement - Updating the Assign/Reassign flow for CICs to more effectively match mentors and clients
Engage Enhancement Requests

1
Updates to the session flow business details page fields
Engage Enhancement Requests

1
Implement Updates to the Reassignment Flow.
Engage Enhancement Requests

1
Remove Map Link from event registration SMS and event reminder SMS.
Engage Enhancement Requests

1
Include additional fields from the application record into the Interview record
Engage Enhancement Requests

1
Remove Champion as option from the Position field on the volunteer's Affiliation record
Engage Enhancement Requests

1
Refresh the staging test environment
Engage Enhancement Requests

1
Autofill the "Termination Date" on chapter and branch accounts upon inactivation
Engage Enhancement Requests

1
Autofill the "Termination Date" on chapter and branch accounts upon inactivation
Engage Enhancement Requests

1
All users are able to change the profile picture of other volunteers
Engage Reported Issues
Users are able to create a volunteer records when creating a new registration
Engage Reported Issues
Mentoring requests assigned to National Sending "My Client Requests - Not Counseled Report" Email
Engage Reported Issues
In-person event client email reminder displays a broken map link
Engage Reported Issues
LiveChat creating duplicate mentoring cases and session records
Engage Reported Issues
Provisional Volunteers License/Profile Not Converting to Active
Engage Reported Issues
Send email from case auto-deletes the email body when the subject is blank
Engage Reported Issues
Invalid LinkedIn URL generated on volunteer applications
Engage Reported Issues
Applications not set to “Active” status if the profile demographic Information was the last complete
Engage Reported Issues
"Direct Client Requests last 7 days" field not resetting after 7 days
Engage Reported Issues
Events created in Zoom with the start time entered and not converting to chapter's time zones
Engage Reported Issues
"Reminder: Mentoring request has not yet been assigned for Client" Notification Not Sent
Engage Reported Issues
Incorrect License/Profile Assigned to Newly Active Provisional Volunteers
Engage Reported Issues
Date/Time Not Retained When Changing Location Details in Session Flow
Engage Reported Issues
Issue with Premature Setting of the Event Lock Date During Event Cloning
Engage Reported Issues
Update "Total Registrants" field to count the number of Registrants for the Event even when the registrant's status has been updated.
Engage Reported Issues
Required fields bypassed during event registration for specific clients
Engage Reported Issues
Add Pause Start Date field to the volunteer record
Engage Enhancement Requests

0
Allow CICs to assign a request to any mentor
Engage Enhancement Requests

0
Allow CICs and mentors to refer a client to any mentor
Engage Enhancement Requests

0
Make Volunteer profile picture not clickable
Engage Enhancement Requests

0
Research - Client authentication
Engage Enhancement Requests

0
Research - Webinar: Default any missed attendance record to No-Show
Engage Enhancement Requests

0
Update the Workshop Presenter related list on the Volunteer profile to include the event date
Engage Enhancement Requests

0
Require Event Contact info on Free Events
Engage Enhancement Requests

0
Research - Salesforce/Heroku System Updates
Engage Enhancement Requests

0
Add validation rules to prevent Event Managers from updating attendance before the event's End Date
Engage Enhancement Requests

0
Combine the CIC/VIC email notifications to send one email as a group to all users rather than multiple emails
Engage Enhancement Requests

0
Branch values removed when selected before the chapter value when editing the location when adding a session
Engage Reported Issues
Update formula for the "Open Spaces" field to display "Unlimited" when "Limit # of Registrations?" is unchecked
Engage Reported Issues
Update the profile URL formula field on the volunteer profile
Engage Reported Issues