New Google Calendar Integration, 1:Many Email and Account Teaming Updates
February 1, 2024 Release Notes
Google Calendar Integration
- Calendar appointments displayed on Task Dashboard Calendar View
- Calendar appointments automatically created as engagements
- Create Calendar Engagements configuration options in Global Settings
- Install Google Calendar integration option in My Settings
1:Many Emails
- Limit Email Recipients in Create New Email button on Engagement App to that Customers team members only
- Resolved Error in 1:Many if metrics Customer Contacts have no email address
- Resolved issue with 1:Many Emails Not Sending
Account Teaming
- Resolved issue where the automation triggers were not working with segment in the new Account Teaming Role
MS Dynamics Integration
- Resolved potential issue with syncing duplicate customer records
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