Create new Accounts in the system using UI via Forms
The Rapid Insight Forms feature has been enhanced to support the ability to create new accounts in the system via Forms. Admins can create forms for specific account types and ensure users are entering data for just the right fields to create accounts in the system.
SuccessBLOC Copy enhanced UX
Copying a SuccessBLOC using the enhanced UX enables you to monitor its progress and understand any copying issue using self-explained error and warning messages
1. Error message when the SuccessBLOC already exists
2. SuccessBLOC copy progress
Improvements and Bug Fixes
- [Improvement] Improved visibility to the account team and contacts.
The Account Assignment and Contacts widgets were moved up on the account profile so that there is improved visibility to the people responsible on the account and it's tasks and touchpoints.
- [Bug Fix] When opening a segment in the new layout UI, the segment column headers are not persistent on the top of the page when scrolling down, the fix will keep the headers fixed on the top.
- [Bug Fix] Regular users were not able to create new reports under the global SuccessBloc, the fix will allow users with the right permissions to create reports under the global bloc.
- [Bug Fix] The last day of the month was missing in the agenda tab monthly view, the fix will keep the month's last day according to the selected month
- [Bug Fix] The search results in the new layout were missing information that we used to show in the previous UI, e.g. account type and hierarchy, the fix will align the information showing in the results with what we had in the previous experience.
- [Bug Fix] The term of 'Number of active users' was missing the percent change criteria in the new segment UI, the fix will enable this query term in the new segment UI as well.
- [Bug Fix] When copying a campaign, the copied one appeared last in the list and also wasn't showing statistics, the fix will show the copied campaign first and will show the relevant statistics.
- [Bug Fix] In certain scenarios the 'Add task' button wasn't showing in the task widget on account profile, the fix will show the button under the widget.
- [Bug Fix] We've made significant improvements to the performance of the Agenda tab with presenting large tasks list, the fix will allow filtering hundreds of tasks in seconds.
- [Bug Fix] In the new segmentation UI, a user couldn't create segments with usage terms and add it as a column, the fix will allow using usage terms in the new segmentation UI.
- [Bug Fix] When inviting a user to the service without selecting a team, there was a missing indication for the user about why the validation is failing, the fix will show the relevant message about the team to the admin inviting the user.
- [Bug Fix] A user with permission to junk accounts was unable to junk an account, the fix will respect the permission settings for users to junk accounts.
- [Bug Fix] In certain cases the formatting of a task wasn't saved correctly, the fix will save the formatting changes in the task
- [Bug Fix] In the new segmentation UI, the segment terms were breaking when selecting multiple values for an attribute, the fix will show the list of selected values in a valid way.
- [Bug Fix] When health profile was based on a segment, the health reason wasn't showing the name of the segment that it was checked for, but was showing empty in list condition (In list ""), the fix will show the name of the segment instead of the empty string.
- [Bug Fix] In certain use-cases the account roles were not reassigned correctly during user disabling, the fix will assign all the accounts to the selected user by its role.
- [Bug Fix] In certain use-cases, the default values weren't set for the accounts when creating them, the fix will set the default values for all accounts in creation regardless of their source.
- [Bug Fix] When sending segments via Zoe share, the accounts assignments (e.g Success Manager, Sales Manager, etc.) was showing with the email address instead of the user name, the fix will resolve the user name and will present it in the email.