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Notes, end of week changes. Litlte script stuff.

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Norm Rasmussen
2023-09-01 17:09:55 -04:00
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CustomerNotes/Anthology.md
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@ -148,12 +148,12 @@ ALl good! It went smoothly.
### Post Launch Meeting
### Attendees
#### Attendees
* KC Williams
* Norm Rasmussen
## Notes
#### Notes
* Ideal regular meeting - every week until we are "more finished" and polished.
* Fridays at 9:30 am EST
@ -174,7 +174,7 @@ ALl good! It went smoothly.
DONE: Add warning for any personal email addresses entered into field. And make button unclickable.
## Search and Filter Needs
#### Search and Filter Needs
* This is priority one. Internally people are asking and external people are complaining.
* They _need_ search and filtering capability. Right now, it's not really working as they need.
@ -185,7 +185,7 @@ DONE: Add warning for any personal email addresses entered into field. And make
* Can we not use Ocean Academy to search and then filter?
DONE: Can we do a "page search" bar that doesn't use Northpass searching? Some library?
## Roles and Content Grouping
#### Roles and Content Grouping
* They are still thinking through something like an Ocean Academy example of grouping content
* The roles for using engage will be different than the roles for reach
@ -199,3 +199,25 @@ DONE: Add warning for any personal email addresses entered into field. And make
* Amhit will be doing some people and content mapping. There's a QA doc for him to review. He will be doing clean up.
* Abishek is on his team but unsure of responsibilities.
## 09/02/2023
### Check in/Standing Meeting
#### Notes
* KC asked for the icon+product names should be an icon and text.
* Removed Northpass branding in comms by resetting default content. Marek and Comms team needs to figure out why it's not automatically refreshing.
* She mentioned that the higher ed user group is crazy pedantic. So if the sender domain isn't Anthology, they will ask if they got hacked.
* KC interested in using Workato's Outlook node to connect their sender domain via Workato and not just via Comms.
* They use Comet, currently, as their main email sender/SMTP server.
* Building off of the search functionality, she wants to build on that. The filter
and search is the single biggest user experience piece.
* This is what people complained about in the previous system. She wants to know if
we can continue to add filter, such as user role.
* KC to send Norm list of priorities for 2024
* Full launch by EOCY.
- [X] Ask Austin to see if we can do the search. It should be more important than Rachel's request.
- [X] Push search functionality to production
DONE: Ask Austin to see if we can do the search. It should be more important than Rachel's request.
DONE: Push search functionality to production