We are excited to announce the release of Quest Analytics Version 2025.2. This one is packed to bursting with new features and enhancements direct from your requests.
1 - Various Attachment Updates
✨ We introduced attachments across all CRM activities in a previous release. Attachments everywhere (yes everywhere!) is great, but some clients asked to restrict the file types that can be attached. Your admins can now control this from their System Settings.
✨ On the Activities tab, if an item has an attachment, there will be a new icon to indicate this. Click on the icon to view the attachment name(s). You can download them from here. This was added to help people quickly find items that they know have attachments as well as to download the attachment without having to open the item.
✨ On the Attachments tab, in addition to documents attached from this tab, you will also see a list of any attachments that have been added to notes, leads, service tickets, tasks, and appointments.
2 - Save Advanced Search Filters
✨ You can now save filters on Advanced Search for future use. Are you often using Advanced Search for the same data? Run that search and then save it as a favorite.
3 - New Alert Widget
✨ To support the new Alert feature from 2025.1 release, we have added an Alert widget. This is available to all employees so they can see all recently added alerts across all customers.
4 - Campaign Improvements
✨ Previously appointment campaigns were assigned to officers during the creation of the campaign. With this new release, after a campaign is published, users can reassign a campaign appointment from themselves to another individual. This is completed from their My Work > Campaigns page via a new edit icon.
✨ Speaking of campaign assignments, we have also provided another method to assign them during campaign creation. You can now assign all campaign appointments to the primary officer by using this new option in the wizard. Select "Bulk Assign" and then "Bulk Assign by Primary Officer".
5 - Service Ticket Updates
✨ In the Service Ticket report view, we've added reporting for the Initial Assignee and Interim Assignees. Previously, you had Created By and current Assignee only but this left out the intermediary assignees which several banks/credit unions have requested.
✨ In the Service Ticket report view, we've added Channel as group/subgroup option.
✨ If you have set specific Category/Reason combos to auto assign to a specific individual or group user, you can now also select whether that assignment can be changed by the ticket creator. By default, they will continue to be editable. If you want to restrict it, please visit your Admin menu.
✨ We have updated the service ticket pop up to be one column instead of two to accommodate requests for more custom fields.
If you are a client, access our Product Updates page for detailed release notes on these and other items. If you don't have the password, please contact your Quest Analytics representative or our Help Desk.
Upgrade slots for general release will be available starting in July. Please contact Natalie Kurn for more info.