Helper is undergoing a behind-the-scenes transformation in preparation for awesome new features. This release includes enhancements, updates, fixes, and some system changes allowing us to complete upcoming features. Let's take a look at the new features you will notice.
The Helper Team is attending GTS and we hope to see you there. Come find us if you would like to see a preview of the new Opportunity view redesign and provide your feedback. We also hope to see you attend the Achieving Your Outcomes: Tools & Solutions to Win session with Jason Maners.
Export Account, Opportunity, and Product Adoption Data
We're working to introduce functionality allowing you to export information from Helper. In our first iteration, we added a button to export Account, Opportunity, and Product Adoption data.
Instead of heading to Salesforce and going through the hassle of making a custom report, you can use the Filter Controls and Saved Views inside of Helper to export your data as a CSV. Simply click the Options button and select Export CSV from the drop down menu to download your data!
Connecting Nutanix Resources
In an effort to help you quickly access the tools you need, we've added links to both Collector and Expansion Explorer to our Resources page in the navigation sidebar. You can find them in the same section as Sizer and Frontline. Account-specific information may still be quickly accessed through the Expansion Explorer link on each Account Details page.
Additional Updates and Fixes
Fixed an issue where the button for creating a Renewal Check-in wasn't showing.
Implementation Plan data now appears on VMware to Nutanix Migration Opportunities.
Fixed an issue attributing to the wrong user being attributed to Product Adoption events.
Closed Opportunity history correctly displays for NC2 Product Adoptions.
Fixed a problem with Password Manager auto-fill being overzealous when using Safari.
Fixed an issue where the Implementation Plan section on some Opportunities was being hidden by mistake.