Product Updates
May 16, 2017
Author:
ClientSuccess

Filter by Engagement Type in the Engagement Module

Filter by Engagement Type in the Engagement Module

New mobile apps to keep an eye on

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What new social media mobile apps are available in 2022?

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Use new social media apps as marketing funnels

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Try out Twitter Spaces or Clubhouse on iPhone

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Try out Twitter Spaces or Clubhouse on iPhone

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You can now filter by engagement type (calls, meetings, emails, notes, and files) in the ClientSuccess Engagement Module. This will help you filter by specific engagement types to help you stay on top of your proactive engagement strategy.

Some Awesome Use Cases

  • Want to see only the emails you’ve sent to a client? Now you can by checking the emails type filter.
  • Want to see the notes you’ve made on an account? Now you can by checking the notes type filter.
  • Want to know which meetings you’ve had with a client? Now you can by checking the meetings type filter.
  • Want quick access to the files you’ve attached to a client? Now you can by checking the files type filter.

Improved Search Functionality with Filter by Engagement Type

Once you’ve filtered by engagement type, the search functionality now gives you more relevant results. For example, imagine you want to search for the last time you spoke about a renewal with a client on a call. You can do this by quickly filtering to the calls engagement type and searching renewal.

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