We have released an updated and more powerful Task Details Report to cover all your case management activities. In this report, you can easily track the # of open cases, progress cases, closed cases and follow-up status. Check out the new report here.
1 Feature Fix
Reporting:
Solved an issue where the percentages on Close the Loop Line and Column charts were showing as absolute numbers.
Product Team
3 New Features
Reporting: Total Accounts widget
This widget helps you see the Total number of accounts in your system
This widget supports “is not” filtering, allowing you to exclude certain filter values.
For more information, click here.
Reporting: Account Stats widget
This widget helps you track the status of your Account experience program for Surveys, Revenue and Activities.
This widget supports “is not” filtering, allowing you to exclude certain filter values.
For more information, click here.
Reporting: Account Survey Stats widget
This widget helps you track your Account Response Rate for your campaign, program or specific part of your business.
This widget supports “is not” filtering, allowing you to exclude certain filter values.
You can now export all pages after drilling down on any of these new widgets.
For more information, click here.
1 Feature Improvements
New Task Details Report
We have released an updated and more powerful Task Details Report to cover all your case management activities. In this report, you can easily track the # of open cases, progress cases, closed cases and follow-up status. Check out the new report here.
1 Feature Fix
Reporting:
Solved an issue where the percentages on Close the Loop Line and Column charts were showing as absolute numbers.