Create Contact From Engagement App, Customer Detail Page & Contact Grid Enhancements

edited November 2023 in Product Updates

November 9, 2023 Release

Engagement App Enhancements

  •  Create new Contact in-line from the Engagement App

Customer Detail Page Enhancements

  • Enabled Region to be displayed on the Customer Detail Page
  • Optimized the position of the “plus” icon of the “Add customer tab”
  • Resolved issue with Pinning Clients

Contact Grid Enhancements

  • Resolved issue when sorting column `Customer - As of Date on the Contact Grid
  • Resolved issue where RBS filter is not working on the New Contact Grid
  • Resolved issue where users were unable to send NPS survey from Contact Grid and unable to answer the survey
  • Resolved an issue with the Contact Grid Filtering on the Custom Picklist Field Options API Keys instead of on the Label

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