Qtrac Release Notes

Version 4.4.250228 Release notes

February 28, 2025

New Features/Enhancements:

1. New option to use buttons in the questionnaires instead of dropdown menus (disabled by default)
2. New option to schedule customers from the Queue with 1 touch (disabled by default)
3. New option to hold/pause customer interactions during service (disabled by default)
4. Ability to add tooltips and descriptions to any Question (disabled by default)
5. New option to add a clickable hyperlink per slide in the slideshow module
6. Ability to “undo” End Service from the Service Outcomes window if pressed by mistake
7. New PDF layout for Insights exports (landscape, added colors, smaller font size)
8. Display Associate Name in Serving Window if signed into Desk so others know who is serving the customer
9. New Expired/Abandoned pages on Mobile (disabled by default)
10. Enhancement to Date field in Questions (easier input)
11. Queue UI cleanup (small changes)
12. Added pages to Location list section
13. Added position in line as an available field to select from in the Monitor Designer
14. Ability to configure footer height on Mobile interface Designer
15. Added ability to include Appointment Check-In button on Offline Hours page (disabled by default)
16. New API to copy the latest configuration of a company from App into Staging
17. Kiosk and Mobile modules are now WCAG AA 2.1 compatible with this release (accessibility compatible)
18. Small improvements to error messages (larger, better verbiage, accessibility compliant)
19. Added 2025 and 2026 holidays to the Schedules section, so they may be uploaded with a single click
20. Added highlighting ticket capabilities to the “Small Queue” version of the Queue if selected
21. Removed “Message All” button from the Queue as this functionality is not available yet
22. If company uses SSO, added ability for associates to add new SSO users from the Qtrac UI
23. Ability to hide the Offline Hours page on Kiosk, without affecting Mobile/Scheduler (disabled by default)
24. Queue View: new actions added, new columns can be added, hide additional buttons (disabled by default)
25. Small changes to the columns of the Today’s Visits default view
26. Able to bypass service selection for a single service workflow, including Add Visitor button in the Queue
27. New page designed if SSO user tries logging in without being fully configured

Various Bug Fixes

Version 4.3.241025 Release notes

October 25, 2024

New Features/Enhancements:

1. Insights Summary Reports: Report on high-level summaries only! No need to pull/show all tickets
2. Insights Structured CSV Export: Export summary reports, grouped reports, and aggregate reports
3. Insights/Queue View Combine Fields: Ability to combine same-named fields between multiple question sets into a single field. Will also be in Queue View
4. Insights Combine Transfers: Ability to combine multiple transferred customer records into a single record
5. Insights Percentage Formats: Ability to format reports into percentages based on total, based on another value, or based on another field
6. Insights Check-In Questions: Ability to report on configured check-in questions fields
7. Insights Weekly Intervals: Ability to use “week” as an interval for grouped reports
8. Insights Fields: New fields for Behavior and internal Qtrac system IDs
9. Populate Custom Field: Ability to populate data into a custom field based on customer interaction using advanced rules
10. New Input Fields: Redesigned input fields for Mobile and Kiosk questions
11. Mobile Back Button: No longer required to use Qtrac’s back button, can now hide and use the browser’s back button as well
12. Kiosk/Mobile Appt Check-In: Ability to utilize the phone number or email you booked the appointment with to check-in
13. Error Messages: Errors messages will now be in line with fields themselves for accessibility requirements
14. End Of Day: Improvement to limit the times this can be setup in order to ensure it cannot run during working hours
15. Time Since Last Call: Ability to send reminders or other actions after calling customers based on how long they take to show up
16. Employee Only Appointment Qs: Ability for appointment questions to show for employees only

Various Bug Fixes

Version 4.2.240903 Release notes

September 3, 2024

New Features/Enhancements:

1. In-application alerts to associates based on a variety of configured rules
2. Ability to assign Customer Tags to Queues, ensuring only those with proper Queue permissions can see corresponding tag
3. Enhanced mobile alert feature to receive a sound when called for service, even if your phone is in sleep mode
4. New Check-In question type to be able to capture additional answers from a customer at the time of appointment check-in
5. Ability for a customer to check-in to their appointment by entering the phone or email they used to book the appointment with
6. New action to transfer customers to a different Queue during their journey based on a variety of configured rules
7. New reporting fields for associate login counts and timeframes, associate record changes, and assigned location values
8. Automated SMS will now show in the customer's Queue record as well as their reporting record
9. New column in the Queue for position in line of each customer
10. If customers respond in other languages, ability to automatically translate this to the associate's browser language
11. Ability to send appointment notifications to multiple individuals

Various Bug Fixes

Version 4.1.240718 Release notes

July 18, 2024

New Features/Enhancements:

1. Advanced Rules actions based on customer sending SMS
2. Ability to override appointment template settings based on how customers answer the appointment questionnaire
3. Ability to decide on public versus internal resources in the Resource Template creator
4. Ability to add notes to an appointment prior to check-in from the Appointment Calendar
5. Ability to manually confirm appointments from the Appointment Calendar (permission set in Queue View)
6. New Appointment details pop-up in Appointment Calendar (new UI)
7. Added ability to change the order of languages and services in the designers
8. The “Agenda View” is now the default Appointment Calendar view when opening up the calendar
9. Ability to report on Agent Name who deleted customer in the Queue
10. Slight enhancement to Appointment Calendar view on smaller devices such as tablets

Various Bug Fixes

Version 4.0.240529 Release notes

May 29, 2024

New Features/Enhancements:

1. Support for priority grouping rules in the Queue (automatically group customers based on priority) More info on this link: Introducing Priority Rules: Elevate Your Queue Management with Qtrac
2. Ability to add limitation for only allowing associates to serve a single customer at a time
3. Wait time now able to be displayed in ranges (5-10 minutes, 10-20 minutes, etc.)
4. Added sidebar filter to appointment calendar in the Queue
5. New design for loading screen on appointment scheduler
6. Employees can override customer appointment check-in limits
7. Support for "site tour" guide configuration in the platform
8. Ability for "No Show" and "Delete" to have separate permissions
9. Change to service/wait time fields display
10. Updated appointment check-in error message
11. Added customer notification preferences to Queue calendar details window
12. Support for very wide logos on mobile
13. Added new fields to Location for Brand Name and Brand ID
14. Appointment store locator improved for cities outside the US

Various Bug Fixes

Version 3.14.240510 Release notes

May 10, 2024

New Features/Enhancements:

1. Ability to confirm or cancel appointments based on a set of configured rules
2. Ability to filter the appointment calendar by confirmed or unconfirmed appointments
3. Delete verbiage changed to Cancel on appointment calendar
4. New set of APIs added to Qtrac's API Library for clients to utilize

Various Bug Fixes

Version 3.13.240405 Release notes

April 05, 2024

New Features/Enhancements:

1. Ability to share reports with Users/Roles (Introducing Enhanced Sharing Capabilities in Qtrac Insights)
2. Ability to schedule reports to Users/Roles through email delivery daily/weekly/monthly  (Introducing Qtrac Scheduled Insights) 
3. Ability to report on Team Notes and SMS to/from Queue
4. Ability to duplicate report in Insights (How to Duplicate an Insights Reports)
5. Ability to choose report type (Brick and Mortar Experience, Future Appointments, Location Settings, User Settings)
6. Ability to export Insights as PDF (How to export an Insight?)
7. Ability for advanced filtering on each field in Insights (How to use filters on selected Data Field in Insights)
8. New Insights reporting fields (split date/time fields, days since last visit, behavior fields, etc. Insights - Data Dictionary)
9. Added aggregates to all fields in Insights (How to Add an Aggregated Data Field in Insights)
10. Performance improvement for Insights
11. SMS/Email character limit increased in Workflow
12. Ability to drag/drop order of options and visitor tags in Workflow
13. Appointment creation time added to appointment details/export from Queue calendar
14. Default Queue pop-up to queue view/location if only 1 assigned in permissions
15. Columns per Queue as separate boxes ability on TV Monitor (Benefits of organizing virtual queue tickets in individual Columns per Queue Boxes on Qtrac Monitors)
16. Multiple workflow support
17. Ability to optionally only allow the use of Qtrac APIs with Whitelisted IPs (new field in Company level Can I limit the access for Insights Report Data Source Link based on whitelisted IP Address?)

Various Bug Fixes

Version 3.12.5 Release notes

February 9, 2024

New Features/Enhancements:

1. Service Outcomes, adding the ability for administrators to configure various outcomes that services may end with so that their associates will have to select one of the configured outcome before closing out a customer's service
   more details on this article: What are Service Outcomes ?
2. View Mode, ability to view the Queue and perform limited actions without affecting the wait time algorithm for customers
   more details on this article: What is Away View mode in the Queue?

Various Bug Fixes

Version 3.12.1 Release Notes

January 12, 2024

New Features/Enhancements:

1. New Hours Of Operation design, adding much greater flexibility in configuring service/location hours
2. New Queue View, adding the ability to re-order Queue columns and add Service Questions as columns
3. Ability to duplicate Service Questions, Appointment Templates, User Roles, and Designers with a single click

Various Bug Fixes

Version 3.11.0 Release Notes

November 17, 2023

New Features/Enhancements:

1. Insights Reporting Engine (Needs permissions given to use this)
2. Reporting from within Queue for “Today’s Visits” (Needs permissions given to use this)
3. Advanced Rules Actions based on Wait/Service Time (Rules need to be configured)
4. New Default Homepage (Not mandatory to use)
5. Set Max Queue/Wait Time Capacity per Location (Needs to be enabled and configured per location)
6. Automated clearing/resetting of tickets at the End Of Day (Needs to be enabled)
7. Ability to edit ticket details even after starting service in Queue
8. Centering of column on TV Monitor if only one variable is used in any section instead of two
9. Audible sound “alerts” on Mobile interface when visitor is called (Needs to be enabled)
10. Ability to configure a “multi-column view” for Languages and Services on Kiosk (Needs to be configured)

Various Bug Fixes

Version 2.10.25 Release Notes

September 26, 2023

New Features
1. Ability to decide on purged data directly from the user interface.
2. Ability to add photos/links/buttons into Emails.
3. Ability to export User list with 1-click.
4. Ability to export upcoming appointments with 1-click.
5. New landing screen for inactive/wrongly typed URLs.
6. New called timer in the Queue when the customer is called.
7. Ability to support Australian/European Date formats.
8. Ability to add new elements as columns in the Queue such as Language, Queue, and Service.
9. Ability to decide on Finish & Exit URL in Appointment Scheduler.
10. Ability to prevent a customer from booking multiple appointments.
11. Ability to split the Next Up column into Columns Per Queue in the Monitor Designer.
12. Ability to choose and display Dynamic Variables in Monitor boxes.
13. Ability to show/hide services on the Appointment Scheduler per Designer.
14. Added a bottom right chart to Snapshot Reporting.
15. Ability to display Ticket Page per Service on Mobile.
16. Ability to add a digital QR Code onto Kiosk.
17. Ability to decide on a unique background image per Mobile page.
18. Ability to hide appointment services from visitors and ensure only employees can book.

Enhancements
1. Appointment Reminder setting changed to numeric input field.
2. Kiosk Radio/Dropdown menu size improvements.
3. Changing question/service names will now automatically edit configured rules.
4. Word added to Visitor Tags in Queue (instead of color only).
5. "Space" Text added to Qtrac virtual keyboard spacebar.
6. Speed improvement on Monitor announcement and Monitor updates.
7. Speed improvement on Ticket Printing.
8. Leave Queue and More Time buttons on Mobile can now appear on the Now Calling page.
9. Updated User Management section with clearer columns for Location and Role.
10. Ability to decide on Slideshow length in Monitor designer.
11. Ability to add visitor tags while the customer is being served.
12. New Icons under User Profile section.
13. If visitor is on the appointment timeslot page, and stays on the page, appointment slots will refresh when passed.
14. Reduction of space between text and icons on Appointment service page.

Bug Fixes

Version 2.9.2 Release Notes

February 10, 2023

1. Flexible audio announcements using built-in text-to-speech algorithm
2. Improvements to the real-time "Snapshot" Dashboard Reporting module
3. Language switching capabilities on the Appointment Scheduler for an unlimited number of languages
4. "End Of Day" feature to clear all queues, reset ticket numbers, and reset Reporting metrics
5. Single Sign On Authentication capabilities
6. Custom URL Domain capabilities for both employees and customers
7. Automated User and Branch synchronization with client Active Directories
8. Customized Virtual Keyboard to use on Kiosks
9. Additional search fields for organization throughout the system

Version 2.8.0 Release Notes

October 12, 2022

1. Snapshot Dashboard for real-time Reporting and Analytics
2. Survey tool to capture visitor feedback after service
3. Enhancement to the Slideshow element in the drag-and-drop Designers
4. Enhancement to the paging element in the Queue
5. Enhancement to the Transfer feature in the Queue
6. Enhancement to Multi-Factor Authentication upon editing of Appointments
7. Enhancement to the real-time updating of the Wait Time and Place in Line of the visitors
8. Enhancement to the Kiosk execution service
9. Enhancement to the Advanced Rules Engine regarding language support