Region on Customer Grid, Improved Search for Tasks, Downsell Reasons Report
Here are the Product updates and enhancements for the July 20th release:
Customer Grid
- Add new Region field to Customer Grid
Collaborative Task Management
- Recurring Tasks - Added Hide Future Tasks checkmark (Default)
- Search Box now searches Customer Name, Task Name, and Task Description
Product Pulse
- Resolved issue with duplicate Product Pulse messages being sent to Slack
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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