BriefingEdge Version 14  

        Agenda Building

	Date Released	Help Video	Feature	Description
	09/2011		Default Topics	Define one or more topics that are automatically inserted for a new briefing request
	07/2011		Speaker-Topic Linkage	Link speakers to specific presentation topics
	12/2010		Reorder a Tentative Agenda	Easily reorder agenda items before a visit is confirmed
	12/2010		Reorder a Confirmed Agenda	Easily reorder agenda items on confirmed visits (even if speakers have already been invited!
	12/2010		Select a Category	View Topics from different Categories without having to close and reopen the “Add a Topic” window
	12/2010		Find a Speaker	List available speakers by specific criteria, instead of showing all speakers in the program. (e.g. “List only the technical speakers in site A”)

        Enhanced Scheduling

	Date Released	Help Video	Feature	Description
	1/2012		Expanded Access for Account Executives	The Reason for Briefing screen now allows the requester/account manager to make changes after the visit has been confirmed.  Like the attendees screen, changes can be made up until "X" days before the visit is scheduled to occur.  The value for “X” is defined in the System Settings screen on the administration menu.
	1/2012		Coordinator Site Configuration Capabilities	Coordinators can now be given site configuration responsibilities which allows them to use the administrative erase feature for any site where they have site configuration permission.
	1/2012	-	Expanded Historical Visits	You can now schedule Historical Events as far as 6 months in the past to ensure accuracy in reporting.
	11/2011		Multiple Revenue Opportunities	You can track multiple opportunities, revenue amounts and expected close dates for each visit.  Click here for a more detailed description.
	11/2011		Event Rescheduling	Calendar invitations are resent to coordinators and requesters as part of the enhanced event rescheduling process.
	08/2011		Streamline Scheduling	For programs wanting to define a type of visit using the long form (briefing request form), you can now make both the topics and attendee screens optional, simplifying the request process and making it easier on your users to get onto the calendar.

        After the Visit is Over

	Date Released	Help Video	Feature	Description
	11/2011		Closing Old Visits	BriefingEdge now automatically prompts you to close visits that occured more than a year ago on the post briefing follow up screen.

        Calendars and Navigation

	Date Released	Help Video	Feature	Description
	11/2011		No-Login Customer Calendar	The Customer Calendar is optionally available without a login and lets you determine whether just customer names can be viewed or whether to allow drilldown to finer levels of detail.  *All customer calendars now display visit status when customer name is moused over.
	11/2011		No-Login Availability Calendar	The "Check Availability" Calendar is now available without a login allowing you to send the URL or post it onto your intranet. *the text on the bottom of all Center Availability Calandars can be customized to contain specific text that is important to be displayed for you briefing program.
	06/2011		New Weeky Center Calendar	Allows you to manage up to 3 sites concurrently and includes enhanced navigation capabilities

        Surveys & Feedback

	Date Released	Help Video	Feature	Description
	02/2012		Voice of the Customer	New fields in post briefing and sales tracking to record the "voice of the customer".  Auto generated report designed to compile voice of the customer information recorded for visits.
	07/2011		Attendee Portal	New support for real-time agenda monitoring and end-of-day surveys using iPad, Xoom, Samsung Galaxy Tab and other touch devices
	10/2010	-	Three Ways to Record Surveys	1. Export to Word, print hard copy and distribute 2. On-line directly into the database 3. On-line using an iPad, Xoom, or other touch sensitive device

        Briefing Center Reporting

	Date Released	Help Video	Feature	Description
	01/2012		Auto-generated Reports	A series of reports that are automatically generated and distributed to on a weekly basis to enhance the effectiveness of your briefing program.
	01/2012		Enhanced Visit-Type Grouping for Reports	Visit-type drop drown lists for reports are now organized to keep active visit-types at the top of the list and inactive at the bottom.  Inactive types are now labeled as such.
	09/2011	-	Presenter Evaluation Report	Automatically generates an evaluation report for each speaker evaluated in the last 2 weeks and emails it to the individual presenter
	05/2011		Executive Daily Emails	Automatically keep your executives informed about the customers who will be visiting your center each day
	02/2011	-	Show the Opportunity ID	Upon request, the [OTN/Opportunity #/Siebel #...] data can be added to more reports:      --All Visit Details Report      --Briefing Center Activity Report      --Detailed Program Summary Report
	12/2010	-	Print a Weekly Schedule	Detailed Visitors Schedule Report has been enhanced for use as a printable weekly calendar
	12/2010	-	Include Inactive Sites	For briefing programs with multiple sites, the reports now let you include inactive sites in the results. (Useful in annual reporting where a site was active for only part of the year)

        Attendees

	Date Released	Help Video	Feature	Description
	12/2011		Attendee Count Override	Manually enter the number of attendees for a visit without having to enter each name on the attendee screen.
	11/2011		Attendee Reorder	Easily reorder internal and customer attendees for use with the agenda report using the latest drag and drop capabilities.
	09/2011		Attendee Badge Templates	Like the agenda report, BriefingEdge now supports badge templates with additional customization

        Web Services

        Configuring Your System (System Settings)

	Date Released	Help Video	Feature	Description
	02/2012		Setting Up A New Site	This video will step you through the process of setting up a new site from start to finish.
	01/2011		Agenda Configuration	Customize display names for fields used on the agenda details screen, enable co-presenters for agenda items and include topic notes in briefing package reports

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