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
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