WovenIQ — Release R1.82

Highlights

• Configurable client profile: Which Contact fields appear above and below the profile actions — and on Edit — now follows Salesforce field sets, so each org can add, hide, or reorder fields without a package change.
• Conversations mark read when you open them: Opening a thread clears the unread badge. Associates can mark unread from a specific message, and admins can optionally close or reopen the matching Podium conversation.
• Open or close from the thread: An envelope under the customer number shows whether the Podium conversation is open or closed. Click it to change that state. Replies follow Default Open Inbox instead of a checkbox on each send.
• Richer Podium attachments: iPhone HEIC photos convert for send, Podium images can be up to 5 MB, and video or other shared files preview in the thread or open in Podium. Photos on Notes, Tasks, and Emails are compressed the same way.
• Cleaner activity timeline: The customer activity list shows WovenIQ activities only, so unrelated Salesforce tasks no longer appear there.

What’s new for everyone

• Customer profile fields follow your org’s layout: The header (email, phone, associates, address, and similar) and the summary under the quick actions (status, visits, and purchases) now come from Contact field sets. Adding Birthdate, Anniversary Date, Special Date, or an org-specific field shows that information on the profile or Edit form once it is in the matching field set.
• Purchase and visit stats stay visible: Customer Visits (TTM), # of Purchases, and Amount Purchased still appear when they are blank, shown as 0.
• Address stays on one line: The mailing address appears beside its label. Only the address text opens Maps — the rest of the row is not a link.
• Ownership and email behavior are unchanged: Associates with WovenIQ - Allow Owner Change can still change Primary Sales Associate and Secondary Sales Associate. Invalid-email styling and the customer-number link still apply. Hide Allow Update Preference still hides that checkbox on Edit when it is enabled.
• Messaging Centre — read state: Opening a conversation marks it read and clears Unread Message Count. Use Mark unread on a received message to treat that message and later ones as unread again. A new message while the thread is open no longer clears the phone number or customer number in the header.
• Messaging Centre — conversation icon: Under the customer number, the open envelope opens a closed conversation and the closed envelope closes an open one. That click does not change unread messages. The icon is hidden when the contact is not linked to a Podium conversation.
• The icon follows what you just did: A new incoming message opens the conversation, so the icon becomes the closed envelope. If the thread then marks itself read and Messaging Conversation Action is Close Only or Close and Open, the conversation closes and the icon becomes the open envelope. A successful reply leaves the open envelope only when Default Open Inbox is unchecked; when it is checked, the icon becomes the closed envelope. Marking unread shows the closed envelope when the action is Open Only or Close and Open.
• Salesforce mobile app: Messaging on the phone is simpler.
• Messaging Centre — photos and files: HEIC photos from iPhone convert automatically before send. Images sent through Podium can be up to 5 MB. Videos play in the thread when a preview is available; other shared files show a Shared file card that opens in Podium. There is no Open inbox checkbox on the composer.
• Notes, Tasks, and Emails: Photos are compressed before they are saved, the same way as Messaging Centre images. PDFs, videos, and other files are attached as you selected them.
• Activity timeline: Only WovenIQ-typed activities appear on the customer timeline. Generic Salesforce tasks without a WovenIQ activity type are hidden.
• Same day-to-day clienteling otherwise: Queues, journeys, keyword search, and notifications behave as in Release 1.81 except where noted above.

What’s new for administrators and data stewards

Contact field sets

Open Clienteling Setup → Onboarding and complete the new Contact Field Sets step (step 8). Use Open Field Sets to edit members in Setup → Object Manager → Contact → Field Sets, then Acknowledge Configuration for each field set after you have reviewed it.

Packaged defaults match the previous profile and Edit screens. Birthdate, Anniversary Date, and Special Date are on Edit by default and appear on the main profile only if you add them to WIQ Client Profile. To show an org-specific Contact field (for example a local “non-local customer” picklist created in the subscriber org), add it to the appropriate field set — no packaged custom field is required.

After you change a field set in Setup, reopen the customer profile so the new members load. Associates still need field-level access to any field you add.

Messaging — mark read and Podium conversation

On Customer Profile Setting:

Last Message Sent At on Contact is now the unread watermark: received messages on or after that time count as unread. It advances when a reply is sent or the thread is opened, and moves back when an associate marks unread from a message. Unread Message Count is the number of received messages on or after that watermark.

Associates can also click the envelope to open or close the conversation on demand. Opening a thread that is already read loads the current Podium state into that icon. Both the status read and close or reopen require the matching WovenIQ middleware release.

Podium Conversation UID stores the Podium conversation identifier used when the envelope, close, or reopen runs.

Clienteling Setup — grouped settings and help text

Hierarchy custom-setting editors in Clienteling Setup now group fields by section and show help text on each field. Values and defaults are unchanged; only the layout and guidance are new.

Activity timeline

The timeline query now includes only tasks that have a WovenIQ activity type. Existing WovenIQ notes, messages, and store-visit activities continue to appear. Unrelated Tasks that were never stamped with a WovenIQ type no longer show on the customer profile.

Custom objects and fields referenced

New in 1.82

• Contact → Podium Conversation UID
• Customer Profile Setting → Messaging Conversation Action
• Customer Profile Setting → Default Open Inbox
• Contact field sets WIQ Client Profile, WIQ Client Profile Summary, and WIQ Client Profile Edit

Existing fields with updated meaning

• Contact → Last Message Sent At (unread watermark)
• Contact → Unread Message Count (count of received messages on or after the watermark)

No new custom objects are introduced.

Upgrading from 1.81 to 1.82

• Standard managed-package upgrade; no data migration or scheduler changes.
• Re-assign WIQ User and WIQ Admin after install.
• Deploy the matching WovenIQ middleware release so the conversation icon can read status, and so Close Only, Open Only, and Close and Open can update Podium.
• Review Contact Field Sets in Onboarding and acknowledge each set after you confirm the members.
• Leave Messaging Conversation Action as No unless you want Podium to close on read, reopen on unread, or both.
• Default Open Inbox now applies to every associate reply. Confirm the checkbox matches how you want the inbox left after a send.
• In sandbox, confirm a customer profile, Edit, Keyword Search columns, and opening a message thread (unread badge clears).

Upgrading from earlier releases

Orgs not yet on 1.81 should install 1.82 (cumulative) and also follow Release 1.81 and Release 1.80, then earlier notes as needed.

Branding and Reports extensions

WovenIQ - Branding and WovenIQ - Reports builds pinned to 1.80 remain compatible; no extension change is required for this release unless your team publishes a new build against 1.82.

Support

If you have questions about this release or need help with configuration, contact your WovenIQ administrator or your WovenIQ support channel.