Productivity, Alert, and API Enhancements

We've been busy making enhancements to ClientSuccess. Here they are:

Productivity Enhancements

• You can now attach files to to-dos
• The to-do description field includes text wrapping
• Admins can delete emails imported through Gmail and imap sync
• Regular users can delete emails that were imported from their own account
• The engagement module is now a rich text editor that supports improved copy and paste formatting from Word and Google docs
• Ability to star and filter by starred contacts in the contacts module
• One-click contact editing
• NPS added as standard field on the client record. You can update this client detail from any NPS source via the API

Alert Enhancements

• ClientSuccess will now alert you in-app on the client record when your email authentication is broken. This alert provides you with a link to get your email authenticated again
• Additionally, ClientSuccess now sends you an email when your email authentication fails

API Enhancements

• Custom field endpoints are now available in our public API
• Subscription renew and terminate endpoints are also available in our public API