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Sales & Customer

Get closer to your customers – the Autumn Release brings smarter tools to boost your sales and service performance.

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Enhancement

Case Commitment Inquiry Forms

New inquiry forms make it easier to manage customer service-level agreements (SLAs) with simplified access to case commitment stats. Enjoy more accurate response time tracking and automatic activity logging for new cases to boost performance visibility.

Feature summary

  • Allows you to analyse the service team’s fulfillment of case commitments.
  • Simplify the saving and retrieving of case commitment stats.
  • Sales order invoice approvals: Sales order invoices can now be approved through the system, expanding approval functionality.

Enhancement

Placement of an Email Template

Create more effective marketing and customer emails with improved formatting options. Choose exactly where to insert template content - before, after, or as a full replacement of the email body - for clearer, more tailored communications.

Feature summary

  • Reduces the time and effort required to manually adjust template content, making the process more efficient.
  • Email content remains consistent, maintaining the standard messaging or branding required by the organisation.

Release notes

View the release notes and see specific information about updates to the Sales & Customer capability.

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