Product Updates
2021
Product updates | August 26th, 2021
6 min
with our release of today, we have several updates for you sign in with google use your google account to log in to custify scheduled playbooks with this new trigger option, company and people playbooks can be set to run daily/weekly/monthly, the start date and end date being also customizable whether you want to automatically create a task to schedule a monthly meeting with your customers or send them a quarterly survey, you can now do it using scheduled playbooks learn more about playbooks event – attribute editor improvements the “source” and “type” are now searchable learn more about it in the new segmentation options for people “company is not in segment”, “company is unknown” for companies “parent company is unknown” people list filtering enhancements new filters for “company is unknown”, “tag is unknown” option to overwrite an existing list view rather than creating a new one add / update the filters and the column order, then click on the list view that should accommodate the new changes find more about the customers list view https //kb custify com/customer list view tag management enhancements faster creation of tags, ability to reorder tags option to easily “add all events” to the company usage tab the option is available for both the detailed and aggregated views the logo extractor will be enabled by default, meaning that the company logos will be displayed instead of textual icons in companies list view if you want to disable the logos, go to settings > integrations > cutify logo extractor > manage > turn off the custify logo extractor dashboard ui improvements (new tooltip & other ux improvements)
