Product updates | October 28th, 2021
With our release of today, we have several updates for you:
Attributes
- First & Last name extraction for People name: It will automatically take the name attribute and extract the first and last name in attributes called First name (Custify) and Last name (Custify) which are also editable from the app.
Observation: the first and last name will be extracted the first time the system detects the name attribute on a person account (so when the account is created or when the name was missing and it gets populated) in order to prevent overwriting changes made manually to it.
- Last touchpoint metrics for Gmail, Outlook and Custify-sent communication:
Last incoming communication = the date of the last email received FROM a Person (people record) in Custify TO a Custify user (direct or CC)
Last outgoing communication = the date of the last email sent TO a Person (people record) in Custify (direct or CC)
Last touchpoint = the date of the last incoming communication OR last outgoing communication
- Company tags: have them displayed in the Companies list, use them as filtering criteria list, allow segmenting companies by company tags.
Customer 360° Profile
- New filtering options in the Notes, Tasks and Tickets tabs: Notes (Created by and Tags), Tasks (by Status, Created by, Assigned to and Tags) and Tickets (by Priority, Status, Assigned to and Provider).
Segments
- New condition for Company segments: “has at least one person in the segment”. This will return all the companies that have at least one person that meets a specific segment criteria.
Playbooks
- Playbook Assign CSM / Account Manager step now allows you to assign them in a round-robin fashion.
Tasks
- Prevent task due dates on weekends (when generated from lifecycles or playbooks).
Dashboards
- The CSM Performance widgets can now be restricted to segments. In this way, CS teams can observe the KPIs evolution split by CSM for specific customer segments.
A lot of other bug fixes, small features, or quality-of-life improvements.