New Google Calendar Integration, 1:Many Email and Account Teaming Updates

edited February 2024 in Product 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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