1:Many Emails, Account Teaming, and SuccessScore Exporting Updates

January 19, 2024 Release Notes

1:Many Emails

• 1:Many Emails Outbox Stage Label updated to “In-Progress”

Data Exports

• Export SuccessScore Profiles and Recipes
• Account Teaming - Update Column on Export on the Drilldown page of the Customer Growth report
• Show the “Sent Date” for the 1:Many engagements in the Engagements export

Reporting Adjustments

• Churn Reasons Report now Defaults to Customer Status “Churned”

UI Adjustments

• Account Teaming Roles were shown with too small of width with the “Street” field
• Cancel the status of the export check after navigating to another page

Maintenance / Customer Issues

• Resolved issue with Role-based Selector (RBS) on Revenue Dashboard
• Customer Grid fields not Populating When Team or user selected in RBS filter