If you have been using Operations1 for some time, you most likely have a large number of reports in your report overview. Some of them may also have been created by tests or are no longer required for permanent documentation for other reasons.

Until now, you could only archive reports individually. With the new software version, you now have the option of archiving several reports at once.

We want to make it possible for you to maintain a well-organized filing system for reports even in the long term. To tidy up your existing report table, you can now perform a multi-selection and then use the "Action" button to perform the "Archive" action.

The "Archived" tab allows you to restore archived reports.

Please let us know via the support-chat if this improvement helps you to reduce effort and if it makes our software easier to use. We look forward to receiving your feedback.

For some time we have enabled you to connect Operations1 to your Active Directory (AD) using Open ID Connect (OIDC) technology to allow login via single sign-on.

Even when using Single-Sign-On (SSO), it is still possible to manually create accounts and log in using a username and password.

If you have only recently started using our SSO feature, you may have already created a considerable number of user accounts manually. To ensure that existing accounts are linked when a new login is made via SSO, we match the stored email addresses in the background.

Until now, this match of email addresses was "case-sensitive", which meant that different upper and lower case email addresses could lead to duplicate accounts being created. We have now fixed this, so that even different upper and lower case letters do not interfere with the matching of email addresses.

We would like to simplify the maintenance of your user accounts and avoid a double creation of accounts. If you have any questions or suggestions regarding this improvement, please contact our support team or your Customer Success Manager. If you are interested in setting up SSO for the first time, please contact us for more details on this feature.

If you use our Analytics module or automations from our Solutions team, you may already have experience with interaction tags.

Previously, you could create and maintain them in the system settings. Depending on whether a tag was already created for a particular interaction type, you then had the option to apply the tag within the document.

The button to add a tag was only visible if a tag already existed for this interaction type.

To further simplify your work with interaction tags, it is now possible to create tags directly within the document for a specific interaction type. The button for adding a tag is visible now at any time - an additional button allows you to create a tag directly while working in the document. Additionally, it is now possible to select multiple tags at once and add them to an interaction.

We hope that the new functionality will help you work more efficiently with interaction tags. If you have any feedback or further suggestions, please contact your Customer Success Manager or our Support Team.

(Publication: August 04, 2022)