New Fields in Individual Client Records
Head of Household, # in Household and Parent Entrepreneurs were added to the Individual Client records. These fields existed previously in the People records of Company Clients.
Updated Parameters for 2014
Minor but meaningful, each January we update various parameters in Biz-Trakker to accommodate the new year.
The Resource Navigator®
Resource Navigator Search Results Cleanup
We’ve made some formatting changes to how results are displayed, including the ability to click on “Website” to launch the provider’s website, or “Email” to launch an email directly from the results screen. Previously a visitor had to click through to the provider’s profile to do either.
Modifications to Search Options
- “Name” changed to “Organization Name:” Our friends at AKSourceLink noted that the option to search the database by provider name could be relabeled for a bit of clarity. Thanks for sending us this suggestion!
- The Distance filter now includes options to limit results to 10, 25, 50 or 100 miles.
- Affiliates seem to differ a bit on how we refer to “Narrow Your Search, Refine Search or Show Results”. You can now reword these options as you see fit.
Modifications to Search Options
Reworded Column Headings in Batch Upload File
New affiliates spend much of their time collecting contact and descriptive information on new Resource Partners. The batch upload file lets administrators enter Resource Partner information into an Excel file and then upload information on multiple providers in one fell swoop. The column headings in the sample batch file have been reworded to more clearly differentiate the short, 250 character description from the longer, more in-depth description column.
New Dynamic Dashboard
If you’ve logged into your website recently you’ve probably noticed the new dashboard, which shows the last content updates:
- Analytics: Provides an instant view of your website traffic and a shortcut to other activity reports.
- My content: Your most recent activity creating and modifying content.
- Everyone's content: Includes information on all site administrators.
- Recent blog posts.
Inline Editing Just Got Easier!
Making changes on-the-fly is vastly improved. When you are logged into your site, simply click the editing icon at the top right, then hover over the content you want to modify (it will turn yellow). Click on the area and begin making changes. Options to edit, save and publish your content appear at the top of the page.
Updated Integration of Google Analytics
Analyitics can now be accessed direclty from the dashboard by clicking on More Stats in the Daily Visits module.
Google Analytics on the Dashboard
Additionally, you can now track the number of times users click on Resource Partner listings in Resource Navigator search results. The analytics graphs have been reworked using HTML 5, removing the need for the Microsoft Silverlight browser plugin.
Provider Click Throughs
The calendar is a major driver of website traffic on most U.S.SourceLink affiliate sites. We therefore continue to make it a focal point of our efforts. We think you will appreciate these changes, as will your Resource Partners and website visitors:
When creating a new page, sometimes you’d like it to be under a certain section for simplicity sake, but would also like to keep the URL short and memorable. You now have full control over the URL that is created, regardless of where the page is created.
Previously, when you changed the title of the page it would also rename the URL associated with the page. This was cosmetically a great feature, but somewhat confusing to search engines. We’ve modified the routine to keep the existing URL but allow you to add a secondary URL.
Improved Content Preview
Users can now Preview
Preview functionality has always worked well for previewing “page content.” However previews of News Items, Blog Posts or other items under Content lacked inclusion of the page template (navigation, side bar items, etc.). Enhancements in the preview functionality in this release change that.
Blog Post Save
Blog Post Preview
Kristine D in New Orleans was one of several users who reported trouble logging in, whereby logging in one time at WWW.mysite.com after previously logging in at “mysite.com” (without the “WWW”) created an error message. Some Resource Partners also reported login issues which occurred after their password was updated in Resource Navigator. Both of these issues have been corrected.
When adding a category to any type of content, clicking Done is no longer mandatory. If you check a category and then click save, your category will be saved.