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1741 Release - 2017-10-12

AreaAgilOne JIRADescription of functionality after the fix
360 ProfilesAGO-9674, AGO-9838360 Profiles used to duplicate the first data elements of certain collections (addresses, transaction items) on certain tenants, instead of rendering each element separately. This was a bug in the way the UI rendered repeating child elements (the structure you can see on addresses in the Identities tab, or on the Transaction items in the Transactions tab). We fixed it and all elements are now rendered as expected.
360 Profiles, HouseholdingAGO-9773, AGO-9557, AGO-9688We added a new tab in 360 Profiles, to display the members of the household the current profile belongs to. This also shows a few key metrics for those member’s profile and you can click on each profile to open the 360 Profile of those members. Additionally, Household-level aggregated metrics are shown below, to help you understand how the Household (as a sum of its members) is behaving (e.g. AOV, Lifetime value, etc… across household members). Please reach out to your CSM if you would like this feature to be enabled for you (we typically review the logic to group mastercustomers into households with you first, to ensure it is what you expect it to be).
Metrics, ReportsAGO-9750, AGO-9749, AGO-9550, AGO-9471, AGO-9359, AGO-9358, AGO-9357, AGO-9476, AGO-9475You can now email yourself and your collaborators a visualization of Cube or Template Reports you created ! The feature can send an email with report details to multiple users on a schedule. This functionality can be accessed via the “Delivery” tab for Cube Reports or “Summary” step for Template Reports. Please reach out to your AgilOne CSM to enable this feature.
Platform, DQEAGO-8964, AGO-9741, AGO-9504, AGO-9438, AGO-9740, AGO-9742, AGO-9699, AGO-9698

We developed and recently released a way for our Implementation team to augment and configure the logic we use to pick the best attributes for mastercustomers (ie deduped records representing multiple “child records”), out of the attributes available in their child contact records. This is now available for the group of attributes below (the groups are designed to make sense and ensure consistency of information) . Please contact your IPM if you would like to discuss the logic with which those attributes are picked today (and whether you would like to change it).

  • Email attributes group : the following fields are picked together from the same child record which contains the best information (for those attributes at least), according to a configurable logic : EmailAddress, DoNotEmail (and the derecated Preferences field), EmailStatus.
  • Phone attributes group : the following fields are picked together from the same child record which contains the best information (for those attributes at least), according to a configurable logic : PrimaryPhone, SecondaryPhone, MobilePhone, DoNotCall.
  • Address attributes group : the following fields are picked together from the same child record which contains the best information (for those attributes at least), according to a configurable logic : Address1, Address2, Suite, Zip, ZipExt (the +4), City, State, Country, CountryCode, Certified, DPVConfirm, DoNotMail, NCOADateUpdate, MoveType, MoveDate.
  • Personal information attributes group : the following fields are picked together from the same child record which contains the best information (for those attributes at least), according to a configurable logic : FirstName, MiddleName, LastName, Gender, Title, Salutation, Age, BirthDate, BirthYear, BirthMonth, DoNotText.
360 ProfilesAGO-9676A batch of small improvements to clarify the new 360 Profiles UI.

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