Recurring Tasks, Global Region Filter, Zapier Integration Update and new Stripe Integration

in Product Updates

Below are the updates for the June 22, 2023 release.

Account Teaming

  • Add Region Filter to Dropdown in Reports
  • Add Region Filter to Dropdown in Revenue Management Dashboard
  • Improvements to the Regions page on Global Settings
  • New Region Field set to be a Single Pick-list Field on Customer Record

Collaborative Task Management

  • Add recurring task functionality to the ‘create task’ page/modal

Reporting

  • Activity Report to pull metrics for Tasks instead of Todos

Zapier Integration

  • Added Search for Client or Client ID in Zapier Integration

Stripe Integration

  • Pull customers from Stripe to ClientSuccess
  • Pull invoices from Stripe
  • Process subscriptions events from Stripe

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