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

edited July 2023 in Product Updates

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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