Product updates | Sept 16th, 2021
With our release of today, we have several updates for you:
- Email signatures
Each user can set one or more signatures for himself. You can set a new signature by following this path: Settings > Profile Settings > Email Signatures
The signature can then be selected when you write a new email or when you use the bulk email option via Playbooks or the Customer List View.
- Financial Module
The Financial Module displays financial related data that we gather from external systems: ▪ Stripe: subscriptions and invoices ▪ Chargebee: subscriptions and invoices ▪ Recurly: subscriptions and invoices ▪ Pipedrive: deals ▪ Xero: invoices
The financial details are displayed in a view-only mode for each company individually. They can be accessed in the Company 360° Profile.
- Request regeneration of historical dashboard/widget data
You can regenerate a widget or an entire dashboard.
- Chargebee integration allows you to import the additional attributes:
- cancellation date
- scheduled cancellation date for subscriptions
- Other UI/UX improvements and fixes