jackdaw's dashboard

Ok, I just fixed it. A search for "sharebuilder" or "sharebuilder.com" produces the correct result.

Damn. Alright, looks like Engineering is going to fix that for the next rollout, you should be good to go next week. Sorry about that...

Jason,

I tried that and still get the "too many banks with that name" message.

Perhaps you guys could put it on the list of popular investment banks on the add an account popup...at least until the search problem is fixed. Kick Scudder off that list or something. :)

-dave

We do in fact support Sharebuilder. Try entering "sharebuilder.com" exactly into the search engine. We have a lot of Sharebuilder accounts in our search because of all the co-branding deals with other banks, hence the problem with the search. We are working to resolve. Thanks for bringing this up!

Hi,

I wouldn't be surprised to see it in the future. I couldn't, however, provide a specific ETA for the addition of any financial institution.

Thank you for sharing. I have never known anyone who has not liked cupcakes so I guess its not such a bad thing to be afterall

We're all cupcakes unless we go in and change icons. It's just the way Get Satisfaction is set up.

Howdy folks!

We're going to start posting updates as separate topics here on Get Satisfaction rather than continuing this ever-growing topic thread. This will allow us to better highlight some of the changes we're making (rather than having them fall to the bottom of a super-long page and escape your notice) and afford you a topic thread to respond to without your responses getting lost in the shuffle.

And we've started with starting with today's whopping update which you'll find at http://getsatisfaction.com/iwantsandy... .

—Rael

Please do!!!!!!!

Howdy!

And welcome to another episode of "As the Sandy learns." On today's show...

= NEW! Sandy's email is now richer, prettier, and even more fun! =

Sandy's a pretty colorful and playful character, always striving not only to help you be more productive, but to bake a little fun into the otherwise functional nature of getting and keeping organized.

To that end, she's taken the wraps off her brand new HTML email format. Sandy's replies and reminders are now richer, prettier, and even more fun! Most importantly, though, they're still just as helpful, functional, and powerful as they've always been -- and there's deeper functionality on the way!

* Anyone signing up as a new client will have HTML email automatically enabled for their account.
* If you're an existing client, you can turn on HTML email by visiting http://iwantsandy.com/settings/email, selecting "Rich text (HTML)" under "Email format", and clicking the Save button.

(We wanted to be sure not to toss existing clients a curve-ball by having email showing up out of the blue.)

The HTML version of Sandy's email messages all still include a plain text version (identical to those you're already used to receiving) for compatibility with email programs that do better with plain text email.

We hope you enjoy the splash of color!

= Improved: Lookup results =

Some of you noted that when you looked something up (e.g. "Sandy, look up @todo"), you were surprised to see matching email messages thrown in with your appointments, to-dos, etc.

We've tweaked things in such a way as to vastly improve lookups and return only the results you were after.

* If Sandy finds any matching appointments, to-dos, etc., she'll return just those and not litter her reply with superfluous email matches.

* If she finds no matching items, she'll fall back to looking for email matches and return those instead. This is very useful in those cases when you've simply asked her to "Remember @meeting_notes" so that she's tag the contents of an email message with @meeting_notes.

In addition, all results now include context just in case there were some additional details around what you asked Sandy to remember for you.

We're always working with Sandy to hone the information she provides in her email replies and reminders and so very much appreciate all of your feedback, suggestions, and bug reports. A big shout out in particular to Robozoid, Solarkid, Thalia, JT, JWard6971, and others [http://gsfn.us/t/9hp] for all your input on this!

= Fixed: To-do toggling =

Some of you pointed out that in some cases toggling a to-do to done abjectly refused to, well..., toggle that to-do to done. (I know I found it maddening when I finally ran into it myself!) To-dos now toggle as expected!

= Fixed: Your stuff > To-dos =

The "To-dos" choice under the "Your stuff" menu once again brings up the list of all of your undone to-dos (i.e. anything tagged with @todo).

Thanks, Tutva and Steveisaacs! [http://gsfn.us/t/9hz]

= Fixed: Lookup Friday =

Some of you ran into an issue where every so often looking up a particular day's appointments or to-dos (e.g. "Sandy, look up Friday") didn't return them, but did (incorrectly) when you looked up the next day (e.g. "Sandy, look up Saturday").

There was a minor nit in lookups in some situations that was causing this -- it's been fixed and should bother you no more.

(Note that while lookups were running into this nit, Sandy's understanding of what day the appointment or to-do was actually scheduled for was spot on and reminders delivered on time.)

Thank you Steffen, Norbiq, and Nadia [http://gsfn.us/t/9i9] for helping us nail this down!

= Tweaked: Stylesheets =

We tweaked a bunch of stylesheet issues some of you mentioned; please do let us know if you still notice any wrapping bugaboos.

= Improved: Toggling to-dos, archiving, and editing retain short date or time format =

When you toggled a to-do, archived, or otherwise edited an item on the site, the updated item showed up with date and time in long form. Toggling, archiving, and updating is now smarter about context and so retains the nice short form date and/or time (e.g. "9am" instead of "Fri, 1/25/2008 9am").

If you're the sort of person who notices this sort of thing, you should notice the change right away ;-).

Enjoy!

Rael

Howdy,

We've been pretty heads-down the past few days, working on improvements, fixes, and some fabulous new functionality you'll see appearing over the coming week -- starting with a couple of nice new features we pushed in last night's update...

= NEW! Goals: Focus on what's important =

Your head has better things to do than to keep track of the myriad details of daily life. Sandy's mission is to remember those details for you, freeing you up to focus on what's important.

And what better way to keep your eye on the prize than to write it down and keep it front-and-center as you go about your day.

To that end, we've carved out a spot in your Daily Digest to add a goal, guiding principle, or inspirational quote that'll appear at the top of your Digest email each morning and alongside your appointments and to-dos on your "Today" page at http://iwantsandy.com/home.

My personal inspiration for this week reads: "Anywhere is walking-distance if you have the time."

To add a goal to your Daily Digest, visit http://iwantsandy.com/home, click the "Customize" link, type or paste it into the "Goal, principle, or inspiration" field, and click the "Save" button. Your goal will appear immediately at the top-right of the page and any time you visit your "Today" page thereafter.

= NEW! Invite your friends =

Everyone deserves a personal assistant! That's why Sandy makes it simpler-than-pie to introduce her to your friends, family, and co-workers and share appointments, to-dos, and other details just by Cc'ing her.

Some of you have been asking us to bake invitations right into Sandy's web site so that you can see exactly what Sandy will be mailing off to your friends as well as having the chance to include a note of your own.

And that's just what we've done. At the top of any page on Sandy's web site you'll find a brand new "Invite" link that leads to a brand new "Invite a friend" page at http://iwantsandy.com/invite .

* Invite one or many friends all in one go.
* A handy "Add from my address book" wizard gives you easy access to your friends' email addresses, wherever they're stored: AOL, Yahoo!, Outlook, Gmail, Plaxo, Palm, ...
* Because you know your friends better than Sandy does, you can choose an invitation template for Sandy to use.
* Enclose a personal note to your friend(s).
* Anyone you invite is added to your Friends list [http://iwantsandy.com/friends], where you can choose what you would like Sandy to do when when they share something with you.

Give the gift that keeps on reminding!

= Added: An iPhone/iPod WebClip bookmark icon =

If you're packing an iPhone and want to keep Sandy -- and your stuff -- close at hand, give the iPhone's new WebClip functionality a whirl.

1. Visit http://iwantsandy.com/home and pinch and twiddle the page so that it's focused on and zoomed in to just the right spot.
2. Tap the [+] at the bottom of your iPhone's screen.
3. Tap the "Add to Home Screen" button.
4. Name the WebClip "Sandy" or "I want Sandy".
5. Click the Add button at the top-right of your iPhone's screen.

Poof! Sandy appears as a shiny new WebClip icon (we even gave her a special iPhone WebClip-specific icon) right on your iPhone's home screen. Any time you need to consult the stuff Sandy's remembering for you, toggle a to-do to done, or the like, just tap the Sandy icon on your home screen.

= Here's an idea: Valentine's day insurance! =

Valentine's Day is only 24 days away. How about a little Valentine's Day insurance?

Send email to Sandy and include:

Please remind me @yearly @valentines +
* find the perfect Valentine's Day gift by 2/13
* Valentine's Day on 2/14

Sandy will not only make sure you don't forget to wish your loved-one a happy Valentine's Day on February 14th, but she'll also drop you a last minute reminder to pick up something special in case you've cut it a little too close.

= Improved: Lists =

Some of you were running into some issues with lists (particularly lists of multiple items you wanted Sandy to remember) [http://iwantsandy.com/help/lists]. We've worked with Sandy to put in some fixes and lists should now be behaving as you would expect them to. In particular, Sandy now takes into account that some Web mail services introduce oodles of blank lines into your replies.

If you're still running into trouble working with lists, please do forward one of Sandy's responses to an attempt at a list to help@iwantsandy.com and we'll tuck right in.

Much deserved kudos to Chris, Scott Ott, Bsoist, Beck, Mike, Netdiva, and others [http://gsfn.us/t/8xz] for your troubleshooting, suggestions, and patience!

= Improved: Tag visibility =

A minor tweak to the way tags are displayed in lists makes them stand out rather nicely.

= Fixed: Sorting and grouping =

Some of you found that the headings associated with groupings of appointments, reminders, and to-dos were off by a few hours -- even though the reminders themselves arrived right on time. We hunted down and took care of the bug, so date and time headings should now be spot on.

= Fixed: Dropped words =

Sandy was occasionally dropping a seemingly-special word or two like "schedule" or "book" from the names of your appointments. You should run into this sort of thing no more; if you do, please do let us know.

We're very much appreciating all the incredible feedback, suggestions, and other discussion here on Get Satisfaction. Please do keep it up and we'll respond just as quickly as our worn-down-to-the-nub programmer fingers will allow.

—Rael

Howdy,

Here's a little something for all you BlackBerry-toting Sandy folk...

= Added: Email attachments setting =

You can now now let Sandy know whether or not she should include iCalendar (calendar invitation) and vCard (contact) attachments in her replies.

So whether you just don't need the attachments, have already subscribed your Outlook or iCal calendar to Sandy's iCal feed [http://iwantsandy.com/help/feeds], don't have a calendar or address book to fill, or whatever your reason, you'll find a new "Email attachments" setting at http://iwantsandy.com/settings/email to turn them off (or back on again -- the default).

This setting is particularly useful to those of you emailing primarily from your BlackBerries as the silly (yet incredibly useful) devices don't seem to know what to make of anything but plain text (and a modicum of HTML). (If you're interested in the gory details on this, take a gander at http://www.blackberry.com/btsc/search... .)

A great big shout-out to Non-Sequitur, George, JT, and others [http://gsfn.us/t/7z9, http://gsfn.us/t/7zj] for helping us narrow down the issue and proposing this as a workaround!

—Rael

Howdy,

It's been a jam-packed couple-three days here at Sandy Central. Here are a few things we've whipped up and into shape...

= New: Google Calendar Gadget =

For details, click here: http://gsfn.us/t/7xb

= Added: Resend Welcome email message =

We've added "Resend Welcome email message" link to Sandy's Welcome page at http://iwantsandy.com/welcome just in case your mail program has managed to misplace the original.

= Fixed: Some intermittent unruly timezone behavior =

A few of you here and there were running into oddities where the timezone for one of your appointments was incorrectly set to UTC or, well, someplace else, rather than your own time-zone. Marshall set it to rights and so you'll not not be bothered by that bug again.

And along the same lines, you should no longer have the odd to-do showing up a day early or a day late in your Daily Digest.

= Fixed: Multiple "Updated a month ago" groupings =

You'll find your stuff is now grouped properly by when it was last updated rather than appearing as multiple "Updated a month ago" groups.

= Fixed: iCal to-do toggling links =

Thanks to our friend R for pointing out that the to-do toggling links that appear in the notes column in iCal were not working as they should.

—Rael

Hi Rickdog,

Sorry about that -- that's definitely a bug and one that's now in our queue to fix.

In the meantime -- and I know this isn't ideal -- you can "hide" things that seem like dates or times (even though this one really shouldn't, of course) by putting them in quotes, like so:

remember that "dad's hat size is 7-1/2"

or

remember that dad's hat size is "7-1/2"

That said, we'll hop on this bug as soon as we can and make sure your dad's hat size is remembered correctly.

(I don't actually know _my_ hat-size, come to think of it.)

—R

Would telling her that your dad's hat size is 7.5 work?

I'd try but Sandy's not online at the moment.