Engagement App Enhanced Workflows, UI Adjustments, and Survey API

December 2023 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

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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