Knowledge Prospect Enhancements
June 2019
In response to the valuable feedback we've received from our customers, we have made enhancements to Knowledge Prospect that we think could benefit you as a key customer.
Below is a summary of Knowledge Assist specific enhancements and latest bug fixes. For the video walk-through of the 'Apply to all' contact enhancement, scroll to the bottom of the page
Below is a summary of Knowledge Assist specific enhancements and latest bug fixes. For the video walk-through of the 'Apply to all' contact enhancement, scroll to the bottom of the page
Assist enhancements
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The catchline will now be visible from the approval queue for Assist bookings
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Modifying and completing an Assist order will automatically approve it and remove it from the approvals list
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The overall experience for Assist customers will be smoother - hopefully resulting in fewer queries
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Assist orders will no longer be able to jump the approvals queue
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Assist orders will no longer change the salesperson after the first amendment.
Bug fixes
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The selected 'contact' will no longer disappear and need re-entering when booking orders.
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The issue of 'random tasks' appearing at the top of your tasks list should now be resolved.
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Clicking the 'later' button after logging activity for a due task is now working again.
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There should no longer be an 'Associating lead' error.
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Group costs now behave as expected after modifying an appearance.
If you have any questions or concerns please contact:
Walk-through video
Here's a walk-through video, showing how the new enahncement of "Apply to all" contacts works
