Product Updates | August 25th, 2022

lifecycles we have improved the lifecycles module to increase flexibility and improve the tracking of goals and tasks 🆕 track the completion of the tasks at the company level (in the customer 360° profile) the tasks are automatically tracked for all the lifecycles that contain tasks 🆕 create goals that can be manually completed the manually completed goals are available in the lifecycle menu > create a new lifecycle / edit an existing lifecycle > add a new goal > select the option “manually completed” you can manually complete a goal from the company profile by clicking on the manual goal check box ⚠️ once completed the goals cannot be undone 🆕 create task based goals the task based goals are available in the lifecycle menu > create a new lifecycle / edit an existing lifecycle > add a new goal > select the option “task based” this type of goal can be based on one or multiple tasks in the case of multiple tasks, the goal will be partially completed until all the tasks are done dashboards | private dashboards dashboards are a great way to visualize and review large amounts of information at a glance use custify to share customer insights with different teams in your organization, but be sure to keep sensitive details private today’s release introduces the ability to create private dashboards that can be shared with other roles (e g admins, customer success, developers, or any other custom role) users (one or multiple users with full access or view only roles) tasks we have removed the option to snooze tasks as an alternative, you can update the due date sending data to custify | new javascript snippets we offer a simple and quick integration via a javascript snippet, a block of code that you can insert into the pages of your app this allows you to quickly send data to the custify app and track events such as buttons or menu items clicked, time spent in your product, etc with the newly released javascript snippets, you can create and update people and companies right on the front end here you can find the documentation https //docs custify com/#section/javascript/send data using the javascript snippet sending data to custify | new endpoints more data means better connectivity and collaboration that’s why we’ve added new api endpoints and improved existing ones use api endpoints to enhance your customer accounts with data from other sources here are the updates released this month 🆕 https //docs custify com/#tag/financial deals 🆕 https //docs custify com/#tag/financial invoices 🆕 https //docs custify com/#tag/financial subscriptions 🆕 https //docs custify com/#tag/comments https //docs custify com/#tag/tasks – advanced filtering capabilities as always, this release brings a lot of quality of life improvements 🍹 (bug fixes, performance enhancements, ui/ux improvements) thank you for reporting them!