Success4 Release Note Version 1.27.79_June_10_2024

Success4 Release Note Version 1.27.79

June 10, 2024

New Enhancement:

1. We have redesigned the CSM page UI to enhance its appearance and user experience.

2. In the "Admin End," when creating the graph component under the UI module, you can add a color picker in the data mapping section and specify a HEX code to set your preferred color.

3. We have made things easier by creating an account template under the UI module, allowing the same settings to be applied to multiple accounts at once.

4. We have implemented the Assets and Notes feature in the Admin End under Action module. This allows adding the same notes and assets to multiple accounts. You can assign these by selecting categories such as "Assign All Accounts", "Segments", "Teams" and "Custom Accounts" .

5. Previously, clicking on an account in the dashboard would always navigate to the summary tab. Now, it navigates to the corresponding tabs in the account details.

Bug Fix:

1. All fields in the Contact tab under Account Details should now accept all special characters. Additionally, all country codes are accepted in phone numbers.

2. Resolved an issue where contacts were displaying 'NA' as the first name.

3. The Date Range filter will only select the dates that are chosen, ensuring the exclusion of both past and future dates.

4. Upon loading the page under UI module, entries should be automatically sorted by 'Enabled' status. Within the 'Enabled' and 'Disabled' groups, entries should then be sorted alphabetically by name.

New Feature:

1. Introducing the new Table components, which include comprehensive filter options, PDF and XLS export, column and row swapping, advanced data aggregation, sorting, currency management, downloading, and tailored options for Customer Success Managers. These features ensure greater flexibility and efficiency in data management.