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

in Product 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

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