Region on Customer Grid, Improved Search for Tasks, Downsell Reasons Report

in Product Updates

Here are the product enhancements in this weeks release:

Customer Grid

  • Add new Region field to Customer Grid

Collaborative Task Management

  • Search Box now searches Customer Name, Task Name, and Task Description

Product Pulse

Resolved issue with duplicate Product Pulse messages being sent to Slack

Reporting

  • Downsell Reasons Report - Enable for All Tenants

Stripe Integration

  • Push customers from CS to Stripe
  • Manual customer sync improvements

Maintenance / UI Enhancements

  • Optimized the position of the “Due Date” modal on recurring Tasks
  • The Segment with the “between” date filter was not saving on the Contact Grid
  • The “Customer Name” block was cropped after making edits in customer details

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