Updated Icons on Call Card
You’ll now see new icons on the front of Call Cards. The pen icon indicates Highlights (previously known as Tags) have been left on the call.
A new icon that displays Scorecard count is now on Call Cards as well. This is a count of the number of Scorecards completed for the call.
*Note: the switch from Tags to Highlights is reflected in Advanced Search filters (Annotations) and in the Actions Panel within an expanded Call Card. Functionality remains the same.
Search Bar Update
Similar to LinkedIn’s dropdown search bar, ExecVision now offers a search box to quickly search for callers, companies, call stage, keywords, and more.
Click any of the search suggestions that appear in the drop down list, type the subject that you are looking for and then hit the blue box to narrow down your search options.
*Note: Now when you search, annotations will take precedence over everything. For example, if you search “Intro” without specifying a search suggestion (i.e. Caller, Company, etc), results will prioritize calls that have an “Intro” Highlight within them.
Time Label Update
Within an expanded Call Card, you can now hover over a comment or tag to get the exact start time of the annotation. This will give the caller a point of reference when reviewing the commenter’s annotations.