SmartCS AI™, Advanced Reports & MS Dynamics Integration 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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