Continuum CXM #93
New Case Type Import Improvements - watch the video
It’s now easier to import a case type from your test to your live account, and to share case types with other customers. You no longer require all items in your CXM account (roles, fields, groups, case dates etc.) to map to the items in the imported case type. Instead, you can simply create them when importing or map them to an existing item, helping to save time
New Timeline Inactivity - watch the video
If the CXM timeline isn’t interacted with for over 10 minutes, a pop-up box will appear asking if the user wishes to continue. If the pop-up isn’t clicked, the session will timeout an hour later. This will help minimise the amount of inactive users on the platform
New New customer record permissions - watch the video
We have added a permission to ‘Show New Person button on dashboard’. When disabled, staff members won’t be able to create a new customer record directly from the case list dashboard page. A customer record can still be created by simply searching for the customer in the system first before creating the record. This will help reduce duplicates, keeping everything more tidy and controlled
Improvement Case Fields added to Case Forms are no longer required by default. You still have the option to make them required by editing the ‘Case Field’ label
Improvement Improved help text has been added to the SinglePoint integration settings within the Integrations Hub
Improvement Top padding has been removed on the ‘Sign in’ pages making it easier to scroll through CXM on mobile devices
Fix Security: Enable HTTP Strict Transport Security (HSTS)
Fix Fixed an issue that sometimes caused long delays in emails being sent via rules
Fix Corrected alignment of checkboxes in IE11
Fix Prevent rules failing when configured to send an email to the address contained in a case field, where the case field has no value