Continuum CXM #94

New Privacy policy on user registration - watch the video

When new users register for an account in CXM, they will need to tick the checkbox to confirm that they have read your privacy policy before being able to use the platform

New New email integration options - watch the video

  • Mailgun - The default service for sending emails from CXM. You’ll be able to switch this service off and use one of the below options if you prefer

  • AWS (Amazon Web Services) Simple Email Service hosted in the EU (Ireland) region

  • A Beta connector so that you can send emails via your own SMTP (Simple Mail Transfer Protocol) server

Improvement Improved authorisation page for Oauth SSO integrations

We’re adding some improvements to the ‘third party authorisation’ page which asks users to authorise that their data can be shared with a third party application before they proceed from CXM. Improvements include using your CXM brand colours for the background and title bar, and removing the CXM sidebar - giving the page a more consistent look and feel.

Improvement Improved person search in 'New Case' pop up window

We have improved the way users search for a person to link to a case in the 'New Case' pop up window. This allows searching on any part of the customers name and address, as well as partial searching.

Improvement Pitney Bowes 'Confirm': When a case attachment is added, an Enquiry Document will now be created with a link to download the attachment from CXM

Improvement Improved integration logs to allow viewing of more than the last 250 entries. Restored links to relevant case

Improvement Improved performance of loading case field list when adding fields to a case form

Fix Fixed issue where optional fields on a transition form were not considered optional when using a Call to Action button from the timeline

Fix Fixed an issue with creating person notes

Fix Fixed issue where newly imported case type would not be visible until the cache was cleared

Fix Fixed an issue where an error is shown when the user creates a filter with the same name as a standard filter

Fix Fixed an issue where filtering on some old date fields would cause a broken case dashboard

Fix Fixed an issue where reports were not created for some case types

Fix Fixed an issue where main navigation didn't respond as expected when window height was very small

Fix Fixed an issue where case dates based on date/time fields (with 'weekdays' as the offset) were set to midnight instead of the original time stamp

Fix Various accessibility focused improvements to the main and tabbed navigation

Fix Increased length of the Post Code look up box on the person create form

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