FRESHDESK CUSTOMER SUCCESS RELEASE NOTES OCT 1st to OCT 31st 2021

Related products: Freshsuccess

Enhancements:

  • A user with reporting permissions, can navigate to goal performance report to view an overview of goals I've filtered

  • A user wanting to view a set of goal deployments on specific accounts, can use the overview page to navigate into the goals drill-down page to view goals

  • A user wanting to view a set of goal deployments can use the drill-down page -> analysis to view performance of specific goal template

  • An admin can view the new API Upload(Data import) page.

  • A user with create accounts permission, can create a new account.

  • A user with update accounts permission can update accounts via new edit account slider

  • An admin can view the management center -> manage accounts page

  • An admin can view the management center -> customise account layout page

  • An admin I can update the account ID, account name and join date fields label in the manage fields page.

Bug Fixes:
 

  • Tasks name with more than 128 characters were accepted and this is now fixed

  • Accounts field value was not retained when any attachment was uploaded and this is fixed

  • Touchpoints - google calendar symbol was shown in the reschedule button even though the calendar was not integrated. Resolved now

  • Latest interaction displayed was ‘None’ even when there was data. Fixed now

  • Modification of forward connector was not reflecting in the corresponding reverse sync connector and this is fixed now

  • Agents were not able to edit delivered email content when editing an existing email template and this is fixed

  • Following modules created in the account Details page were not getting reflected under respective tabs before refreshing the page. Resolved now

  • Manage fields- Dependent Dropdown Add new field/Editor slider window was not getting closed after save and this is fixed

  • Field was not populating dates in dashboards lists and this is resolved now

  • Search slider was breaking when used with some keywords and this is fixed now.

  • Add new note slider - Delete button tooltip has to be corrected

  • Unedited notes were getting saved and this fixed
    The Goal page was not getting loaded when the Historical stage field was added as Account 360 fields in Goal Template. Resolved now

  • URL field - URL redirection was not working properly when the value given to the URL field was without an http or https header. This is fixed now

  • Connector: Unable to perform ‘Clear Customer Data’ if 'interactions' and 'subscriptions' were  included. This is fixed now

  • Data failed to show correctly in saved lists and this fixed

  • Alert playbook documents were not visible in alert tasks and this resolved

  • Financial reports page export did not work properly and this resolved

  • Primary contact email instead of value showed HTML code in the account overview page. This is fixed now

  • Churn reasons fields were not editable and this is fixed

  • Freshsales link was broken in accounts 360 page and this is resolved

Cheers!:)

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