Task Dashboard Customer Filter

edited March 2023 in Product Updates

We have some new product updates for this week:

Collaborative Task Management

  • New Task Dashboard "Customer Filter" in each Task view
  • When completing a task the green checkmark will appear for 2 seconds before the task disappears.
  • Links and Attachments for task templates
  • Removed auto-suggest from task name creation workflow

Maintenance

  • 1:Many emails can now be turned of by your CSM
  • Issues with Skipped emails for 1:Many Email sends
  • Fixed Lost Contract linkage workflow
  • Customers and teammates are not displaying after copying task
  • Enhancements to Notification Services


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