We are improving EASI'R by releasing new features, working on existing ones and and fixing bugs. Here are some examples of what we have accomplished in the past few weeks.
The latest version of EASI’R helps you to better deal with cold customers and to faster continue with warm ones. Continue reading for details.
Decline Case without Activity – It is now possible to decline cases without creating an activity. Users with the appropriate rights can find a button to decline cases when editing the case information. More.
New suggested Case – Administrators with the right to create/edit milestones can activate an option which will suggest the creation of a new case when the respective milestone is used to close a case. The relations path of this new case is preselected in the relations path settings. This helps to keep the customer journey alive. More.
Choose preferred data – When accepting a new lead that is already saved as a contact in EASI’R, the new (lead) and old (contact) data is compared. If there are any differences, users are presented the conflicting data and can choose if they want to use the lead data or the contact data. More.
Relative date filters – We have added a new filter for creating target groups for campaigns. This filter allows you to build a target group with a relative time span (years, months, weeks, days, hours, minutes, seconds). In the past, it was only possible to enter a fixed date, which had to be adapted when a campaign was copied. Now with the relative date filter, no adjustment is needed. More.
First activity counts for all leads of a case – If several leads are merged into one case then the creation of an activity on this case will stop escalation for all leads connected to it.
Remember filters – Whenever a filter is set in the Performance and Lead insight section in reporting, the filters will be saved, so they do not need to be re-selected every time reporting is used.
Relations paths – Fixed a bug where a 16th relations path could not be created.
Escalation – Fixed a bug where an escalation was triggered although an activity had been registered.
Case activity history – Fixed a bug where the case activity history was not available when the case responsible had been deleted.
We appreciate your feedback, so if you have ideas or suggestions for improvements, please email us at firstname.lastname@example.org.
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