Table of Contents: January | February | March | April | May | June | July | August | September | October | November | December

Default Plan View

"List View", our most performant view, is now the default project plan view. If you love Board or Gantt view, do not worry! GUIDEcx will remember your most recently used view, and apply that view when opening projects moving forward.

Project Table Updates

Template Table Refresh

In a continued effort to make the application more performant, the new “table” layout seen in the project table will be applied to the Templates page. You will be able to:

Standard Reports Migration

To improve report load times and allow for more filter options, we've migrated all standard reports to a new reporting platform. Reports scheduled for delivery through email will continue. New requests for scheduled email reports will be possible late February. The team is also working on converting custom reports.

SMS Notifications

Built with customer engagement in mind, users who opt-in will receive a text message when:

Learn how to opt-in to SMS notifications + why you should use SMS in conjunction with "Compass View" here!

Support Ticket Portal

Ticket Portal allows you to see and track support tickets submitted by you, or team members at your company. In addition to details of the ticket, you can also see (and join) any associated conversations.
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To access this, go to help.guidecx.com and click "Ticket Portal" at the top of the page.

➡️ Learn more here.

Vanity URLs

In an effort to provide your customers with a seamless onboarding experience tied to your brand, Vanity URLs will be implemented for all instances on March 14 at 4pm MDT. ​

What does this mean? Your company domain will be added to all URLs associated with GUIDEcx: CompanyDomain.guidecx.com.​

If you'd like to adjust your Vanity URL once live, please submit a request to your CSM! ➡️ Learn more here.

Report Builder

Expand beyond the standard, view-only reports in Report Navigator to customize layouts and create cards in your own analytics environment. Drag and drop from the hundreds of charts in our library, or define totally new visualizations from scratch. Plus, transform GUIDEcx data by combining it with connections to any system that you use.
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Report builder is an add-on feature. Reach out to your CSM to learn more!

Workspaces

Unlock the flexibility to build unique workspaces for teams, brands, territories, testing, and more, within one GUIDEcx instance.

Control access to each workspace. Only designated users added to a workspace can view projects, templates, notes, etc. Users added to multiple workspaces can easily toggle between them.

New workspaces can be added to any GUIDEcx instance for an additional charge. Reach out to your CSM to learn more!

Import Email Attachments Setting

Importing attachments from email is now an organization-wide setting found in Company Settings. Admins can toggle this feature on or off. If on, any attachments included in replies to GUIDEcx emails will be imported to the project or task in GUIDEcx

Program Management

We've made updates to the Program Management experience! All Admins, Managers, and Guides can now access the customer table to view aggregated data like average CSAT score across projects, plus edit or merge customer records.
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To access, click the "Program Management" icon in the navigation rail.

➡️ Learn more here.

Custom Fields v2

Custom Fields have been popular at the project level, but now, store values at the task level. With new enhancements you will be able to use custom fields in reports, recipes, and more + select and validate data types. For example, if you need to remember the point of contact's cell phone number, you can save that in a custom field.

➡️ Learn more here.

Custom Email Templates

Customized email templates enable you to use your branding on all automated outbound communications. With this new feature, you can change the subject line, color, themes, and language within emails!

➡️ Learn more here or check out this blog post for examples.

Customer Roles

"Customer roles" is designed to get the right customer users added to your projects to improve engagement and on-time completion. When a project is created, three default roles are added: Executive Sponsor, Program Manager, and Power User. Edit or add roles to fit the needs of your project! This feature can be turned on by an admin in the Labs experience.

➡️ Learn more here.

"View As" Customer

We understand that many of you would like to see what your customers see to ensure consistency, troubleshoot issues, and set expectations during kickoff calls.

You now have the option to "View As" a selected customer via the Team tab. Currently, the "view as" functionality is available in Labs and can be enabled for your org by an admin.

➡️ Learn more here.

AI in Report Builder

Our AI assistant intelligently guides you through your data analysis with natural-language conversation, contextualized insights, and meaningful visualizations. Ask questions and gain contextual, personalized insights from your data with both narrative (text) and visual responses (new dashboards/charts).

➡️ Learn more here.

Messages - closed beta

Messages helps centralize your communication efforts in a global inbox. Channels for each project make it easy to see recent activity and new messages posted. Messages also introduces new functionality with "Threads" - create organized discussions around specific messages, and "Save for Later" - flag important messages to review at a later time. A brand new text editor gives you more flexibility than ever with replies and reactions to messages.

➡️ Learn more here.

Embedded Onboarding Portal

Embed the customer onboarding portal (Compass) into your own website or application.

➡️ Learn more here.

Custom Field Details - standard report

Your new place to export custom fields. Hover on the "Custom Fields Details" table card and then select "Send / Export" from the dropdown menu. Choose any file format you prefer to export.

Project Manager Command Center - standard report

View aggregated project and task details for an individual Project Manager.

➡️ Learn more here.

Customizable Compass Portal

Through GUIDEcx Report Builder, users can customize the Compass customer onboarding portal for more personalized relevance. Add resources like decks, docs, videos, and knowledge base links to drive adoption during onboarding. If you're interested in customizing the customer onboarding portal, reach out to your CSM.

Email Deliverability Report - standard report

This report keeps record of all emails sent, engagement metrics, and status. Drill down into client behavior to drive engagement strategies and pinpoint any issues with deliverability.

➡️ Learn more here.

User Overview Report - standard report

The User Overview Report allows you to filter users by license type, user type, and status, and drill into details of individual users. Use this report to see how adoption is growing both internally and externally.

➡️ Learn more here.

Jira v3 Integration

Unlock additional flexibility when connecting Jira + GUIDEcx, while allowing your teams to work out of the systems they're most comfortable in.

➡️ Learn more here.

ConnectWise Integration

➡️ Learn more here.

Email Verification Flow - Customer Links

To increase security and ensure reliable access to projects and tasks via email links, we will be implementing a new email verification flow for your customers.

This new flow will eliminate any issues with expired links caused by email security testing or link protection softwares.

➡️ Learn more here.

Merge Tags Migration - coming soon

Merge tags will be unified with custom fields for more dynamic personalization and validation.

➡️ Learn more here.