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What has been released recently?

This section includes the details on recently released features.

  • Integration Hub

    Objective This article will assist you in understanding the newly introduced Integration Hub in CustomerSuccessBox (CSB) to gather current statuses of enabled integrations, check the logs and enable n...

  • Rule engine improvements to Invoices

    Objective This article will assist you in understanding the new enhancements in the rule engine for setting up financial health and alerts related to Invoices for your customers. Who’s this for? If yo...

  • Improved Timeline View with Status Changes Captured

    Overview An account can have several statuses other than Active and Informatory attributes. There are forecast statuses, risk tags as well. The statuses keep on changing as the account moves ahead in ...

  • SSO Settings| Introducing Google Sign-in option

    Overview: In an effort to add an extra layer of security, we have added an option to let CSMs login to CustomerSuccessBox via Google Sign-in. Who is this for? Admin can set up what options needs to be...

  • Milestones 2.0

    Overview Product Adoption Milestones(P.A.M) are one of the very important way to find out if customer has been really adopting the product. With the help of CustomerSuccessBox, you were able to config...

  • New Navigation Menus

    Overview Our brand and new Navigation Panel aims to simplify navigation around CustomerSuccessBox and make it more intuitive. With this new arrangement, you will now have better categorisation of diff...

  • New Product enhancements| In tasks, logs, attachments etc

    Overview We have few enhancements that has mostly been asked by customer to cater to various use-cases. Enhancements in the task: If a CSM A creates a task for CSM B, a system generated email communic...

  • Introducing new Alert Board

    Objective This article will assist you in understanding the new Alert board & how can you use it effectively to be on top of various triggers generated for customers. Who’s this for? This article is f...