Engagement App Enhanced Workflows, UI Adjustments, and Survey API

edited December 2023 in Product Updates

December 7, 2023 Release notes

Engagement App Enhanced Workflows

  • Create Task from the Engagement App
  • Send New Email from the Engagement App

Survey (NPS) - Public API

UI Adjustments

  • Wrong period was shown in the Graph title after switching the Date Range on Engagement reports
  • Hid the vertical scrollbar on the Advanced reports
  • Improved speed on the filter for Revenue contract and customer search
  • Engagement Reports - Customer Name Needs to Wrap with Longer Names
  • Engagement Report - Make CSM Names in Graph Linkable like they are down in the data table

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