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