> For the complete documentation index, see [llms.txt](https://docs.slapfive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.slapfive.com/getting-started/release-notes/2023.md). # 2023 ### December 2023 * The user interface has been updated with more modern look and feel for buttons, hover help, and menu items. * The Search box now stays open after you’ve started using it so you can do multiple searches of the same list without having to open the Search box each time. ### November 2023 * SlapFive released a major new feature called Roles that allow you to invite more people from your company to take advantage of SlapFive, while restricting what they can view and edit. With Roles, you can: * Create a Role for each type of user, such as Product Marketing and Customer Success. * For each Role, define which SlapFive entities users in that Role can view or not, and which they can edit or not. * Assign all Users to a Role. * Dynamic Fields: You can now create Dynamic Fields for Campaigns and Campaign Items. Then when defining a Campaign, you can select which Dynamic Fields for Campaign Items you want to appear as columns in the list view. * For many of the most common Board Templates, you can now show Transcription Text for Audio and Video Stories. * On the Edit Member screen, you can now manage the Company Permissions. ### October 2023 * SlapFive released the first version of its new Campaigns product. With Campaigns, you can manage workflows for a variety of use cases such as: * Recruiting customers into your program * Tracking your content creation process * Sourcing for a Customer Advisory Board * Tracking Customer Interviews * Managing participants in customer campaigns * Get customers to write peer reviews * Managing proactive reputation-building plans for customers * Running a mentor program with mentors and mentees * You can now Preview a Board that is set to Require Access Links. ### September 2023 * There is a new SlapFive entity that appears on the primary navigation menu called Strategic Initiatives. We created this new feature to help you connect your content, requests, activities, and campaigns to your company’s most important strategic growth initiatives to showcase your value: * Users can define new Strategic Initiatives and give them color codes to use when tagging items with the Strategic Initiative. * Users can tag Boards, Stories, Assets, Prompts, Requests, Activities with one or more Strategic Initiatives. * On the Edit screen, users can see how many of each objects have been tagged with that Strategic Initiative. * There is a new Story Type for Image, and when creating a new Story of Type=Image, the user can upload any image to the Story. * On the list of Members, you can now click any Member’s Company name to bring up that company’s dashboard. * On the Member and Company dashboards, within the Pending Requests and Closed Requests columns, you can now click the Request # to be taken to the Edit/Fulfill screen for that Request. * You can now copy a Prompt Group and all of its settings and Prompts. You can do this using the “copy” icon on the Edit Prompt Group screen and by using the Duplicate menu item on the list of Prompt Groups. ### August 2023 * On the Content dashboard, you can now see graphs of the number of Stories by Type, by Permission, and by Source. * When fulfilling a Request, if another user has made a change to that Request since you opened it, you will get a warning message. * When creating a new Story, you can now create a Prompt on the fly if the Prompt you want to attach the Story to doesn’t already exist. * There is a new API endpoint for POST Fulfillment Companies & Members. * On the Companies tab, you can now sort the list of Companies by how many Members there are for that Company. ### July 2023 * You can now create a Dynamic Field of type = LONGTEXT. This causes the entry field to have a greater height and to have a stretch handle to make it easier to read the text entered or pasted into that field. * On the home page dashboard, sub-tabs have been added with additional charts and graphs for Membership, Content, Requests, and Engagement. * On the Member dashboard, you can now see all the Stories that have been contributed by or associated with that Member. * In the Asset Manager, when you open the Asset tray to view or edit Asset details: * You can view the original file name, and override that original file name with a Label that is more recognizable. * You can search on Labels. * Transcript text of audios and videos is no longer stored on audio or video Stories, it is only stored on the Asset created by that Story. On the Edit Story screen, you can view the Transcript text and click the pencil icon to open the Asset tray for that audio or video file. * You can edit the Transcript of a video or audio file. This allows you to make corrections to the auto-generated transcript. * You can add paragraph and line breaks to the Transcript to make it more readable when shown on Boards. * The Asset Advanced Filter now has fields for File Name, Label, Asset Type, and Tags. ### June 2023 * In the Asset Library, when viewing the details tray for an Asset, you can now see where that Asset is being used, and click to open the item that uses that Asset. * On the Stories list, you can now use the Search field to search for text contained in the contents of the underlying file for File type Stories. * When creating a Story, and a Member record doesn’t exist for the person you want associated with that Story, you can click the + button to add a new Member on the fly. ### May 2023 * Request Fulfillment Members List: * You can now view a list of all Fulfillment Members without first going into a Request. * You can use the Advanced Filter to narrow the list by any fields on the Request, Fulfillment Member, Member or Company. * You can hover over the Request Number to see the Request details. * You can click the Request Number to open the Fulfill Request screen. ### April 2023 * SlapFive Home Page Dashboard: * The dashboard has been redesigned to give more insights into your program. * On each page of the dashboard, you can toggle the legends and labels on and off. * Additional detailed dashboard pages are coming over the next several weeks. * Security: * SlapFive passed its annual SOC-2 Type 2 security audit and has a new letter from the auditors that is available upon request. * SlapFive passed its annual Penetration Test, and the tester document is available upon request. * Export any list: * You can press the new Export button on any list to export the data in the list to Excel. * You can use the Advanced Filter to subset the list, so that only the filtered data is exported. * API: * The SlapFive API has been enhanced to allow updates of any object by the ID. ### March 2023 * View Pending Requests and Closed Requests: * On the Fulfill Request screen, in the Select Customers to Request tray, if you click a Member or Company name to view their Profile tray, you now see lists of Pending Requests and Closed Requests. * On the Member and Company Profile pages, you now see lists of Pending Requests and Closed Requests. * Pending Request show all the instances where that Company or Member is listed as a Fulfillment Member/Company on Requests that are In Progress. * Completed Requests show all instances where that Company or Member is listed as a Fulfillment Member/Company on Requests that are Fulfilled or UnFulfilled. * Requests: * On the Fulfill Request screen, you can now see the Request Number at the top of the screen. * On the Companies tab of the Select Customers to Request tray, you can now click the Add button to add a new Company on the fly. * Embedded Integration: * The GET Members Action now retrieves the Trusted Contact’s Email Address, for use in subsequent workflow steps. * New Automations & Notifications: * Send notification when a Next Review Date arrives for a SlapFive Story. * Send notification when a Request has been In Progress for more than a threshold time period. * Send notification when a Request Fulfillment Company/Member Status is set to a specified value. ### Febuary 2023 * Instance Switching: SlapFive partners that work with multiple clients can now easily switch between client instances with one click. * SOC 2 Type 2: SlapFive is now SOC 2 Type 2 audited and certified. * On the Requests tab, new Requests now appear at the top of the New column. * Workflow Automations: The following automations have been added: * Notify the Assigned To User when the Fulfillment Status Date arrives on a Fulfillment Company and Member record. * Notify the Assigned To User when a Fulfillment Status Date hasn’t changed for a specified time period. * Notify users when the date arrives for a Dynamic Field on any object. Example: You have a Member Dynamic Field for Birthday, you can have a reminder sent 7 days before any Member’s birthday arrives. ### January 2023 * Embedded Integration: SlapFive has released a major new enhancement, which is an embedded integration service, with out-of-the-box integrations with Salesforce, Highspot, Seismic, Asana, and Google Forms. * A Stories webhook has been added to trigger integrations when a Story is created or updated. * Activities: Search and Advanced Filter features have been added to the Activities tab. * SSO: Single-Sign On with Okta is now fully supported. * Prompt Groups: in the email that is sent when you send a Prompt Group, the hard-coded text has been removed so you have better ability to personalize the message. * Requests: On the New Request Confirmation Email, the Need By Date has been formatted as YYYY/MM/DD.