SmartCS AI™, Advanced Reports & MS Dynamics Integration Updates

edited July 2024 in Product Updates

July 18th 2024 Release Notes

SmartCS AI™

  • The working cursor (Blue circle in analyze button) is now more visible

1:Many Emails

  • Resolved bullets points & numbers additional formatting issues

Advanced Reporting

  • New Forecasting and Probability Report

Integrations

  • MS Dynamics custom fields were not pushing properly
  • MS Dynamics  preview in Field Mappings screen not working

Baton Integration

  • Projects, milestones, and tasks can be tracked by using Baton within the Client Success product

Customer Issues / Maintenance

  • Global Search - display all Account Teaming Roles in the search
  • Resolved issue on Account page with adding/edit user data
  • Resolved issue with Tasks 'Owners'/'Assigned To' not updating to new Assigned CSMs

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