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Pulse History expanded to 12 months

The Pulse History now includes 12 months of entries. This will provide a broader view of your client’s sentiment and specific notes your team has recorded. When updating the Pulse, be sure to include a detailed sentence or two along with the reason codes. This provides great insights for the team and is available on the Client Pulse Report.

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We’ve also updated the API so that you can retrieve Pulse entries within a custom date rage, instead of the default last six months.

Announcing ClientSuccess Goals: Deliver Measurable Results for Your Customers

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