Integration Updates & Onboarding Portal Improvements

edited August 2024 in Product Updates

Integration Updates

We are currently in the process of upgrading our integration platform to offer robust enterprise-grade data synchronization, integration templates, and improved notifications & logging capabilities.  We have notified all teams that had previously connected your CRM integration to ClientSuccess to re-authorize your CRM to the new Integration platform.  Our team will be following up shortly with new updates!

Onboarding Portal (Baton)

For those using our new onboarding portal, Baton, within ClientSuccess, we have now introduced Task Tags to better categorize your teams work!

We have also further integrated Baton Projects into ClientSuccess by ensuring viewing your customer information and their related onboarding projects are even easier to navigate between.

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