Continuum CXM #88
Improved customer account registration process and branding colours and icons in email alerts
New Customer account registration improvements: To register for an online account users must provide their email address first and verify this before completing registration. We have simplified the ‘states’ that a customer account can be in to the following:
- Incomplete: user has not yet verified their email address and completed their details on the registration form
- Invited: user has been invited to register
- Active: user has completed all required registration steps and can sign-in and access the system
- Disabled: user has been disabled, user cannot sign-in and does not receive alerts
New Branded Emails: Emails to customers will now be branded providing a more professional look! The colour used is the ‘main colour’ set in ‘settings > system > branding’ and the icon used is taken from ‘settings > system > icon.’
We have released the following improvements:
Improvement Esri LocatorHub - support for merge locators
Improvement Account: Set default timezone for an account
We have released the following fixes:
Fix Improved case export process to prevent them failing and blocking other exports
Fix Fixed an issue where adding multiple choices to an existing choice field only saves the latest choice
Fix Fixed issue where the timeline would display entries as being made in the future if the time on the user's local machine was behind the CXM server time
Fix Fixed an issue where users could not import case types with references to the system admin role
Fix Fixed an issue with field size in the forms
Fix Fixed an issue where the Dashboard fails to load when there are a lot of case types
Fix Fixed an issue where rule processing failure causes encrypted case values corruption
Fix Fixed an issue where the transition case rule action can move to invalid status
Fix Fixed an issue where rule actions from wrong case type were triggered