Helper July Updates🥳
We dedicated time this month to add new functionality under Product Adoptions and Accounts. We've also fixed some pesky bugs at the bottom of this page.
Time-Saving Product Adoption Enhancements
If you've ever tried to type or copy and paste the same notes into multiple Product Adoptions to apply to the whole Account, you'll appreciate the new Share To option.
In the past release, we added a feature to show closed Opportunities for an Account within the Product Adoption. In this release, we added the Implementation Plan Target Date to each object so you don't have to click into the Opportunity to search for it.
Also, we've added a few check-in frequency choices within Stage 12. You'll find new options under the question "What frequency will technical check-ins occur?" inside the drop-down menu:
Weekly
Biweekly
Monthly
3 Months
4 Months
6 Months
12 Months
New Info On Accounts
Inside the Account details, you'll find we've added Last TouchPoint data to help display when and what was the last Marketing Campaign targeted at this Account. If it's over 90 days, this date displays in red. Click on the information icon for all the Campaign details.
Additional Updates and Fixes
Improved the performance of the Implementation Plan Heatmap slide-over, while also making the Theater headings sticky for better visibility.
We've corrected a bug on the Product Adoption board layout specific to the use of the Safari browser.
Notes created during a Product Adoption Stage transition now appear in the appropriate timeline section.
We've corrected an issue where a phantom event was created when the option to Reevaluate a Product Adoption was performed.