1:Many Email Placeholders, Required Fields, and SmartCS AI™ Updates

June 20, 2024 Release Notes

1:Many Emails

  • Added support for Custom Field Placeholders in 1:Many Emails
  • Custom field placeholder configuration
  • Added support for the system field (Region) in 1:Many Email Placeholders

Required System & Custom Fields

  • Added Admin UI configuration to require Customer System Fields for Country & Region
  • Added Admin UI configuration to require Customer Custom Fields
  • Allow custom fields to be created during creation of new Customer
  • Added Admin UI configuration to require Contact Custom Fields
  • Added Admin UI configuration to require Contract Custom Fields

SmartCS AI™

  • Added “Clear Prompt” To Template SmartCS AI™ Modal

Integrations - MS Dynamics

  • Added Microsoft Dynamics ID field for Contacts in ClientSuccess for the External System ID

Howdy, Stranger!

Sign In

To view full details, sign in.

Register

Don't have an account? Click here to get started!