Engagement App Enhanced Workflows, UI Adjustments, and Survey API
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
- Public Survey API - Exposed CNS API in our public API suite api.clientsuccess.com
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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