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AccessE11 4.3 – Refresher and New Feature Review

October 29 @ 3:30 pm 4:30 pm EST


About this Event

This is a session to review the new AccessE11 4.3 features.   It will showcase many of the new features and the best practices on how to take advantage of them.

 

Target Audience

New users looking to understand basic functions, and experienced users looking to understand what is new. 

Summary of Changes

Contact Management

  • The attribute section has been improved and moved under the main details section. You will be able to see a contact’s attributes right away, without the need to move away from the main contact information.

 

Case Work: 

Several improvements have been made to the case work module to help you manage your cases.

  • It is now possible to send a notification to assigned staff when any field is modified on a case. 
  • A new UI element has been added to decide if you want to tie a case to a contact or to an organization. 
  • A new “Show All” option has been added to the case card to see all notes.
  • A new visual indicator has been added to notes that are partially shown.

 

Email Inbound Channel:

  • It is now possible to use Outlook redirect and have cases created automatically. 
  • A new option has been added to configure whether an email is going to be sent to the contact on case creation.
  • A new option has been added to allow case creation from any email address.
  • A new header has been added to notes created automatically from an email to clearly indicate the originator and the date of the original message.

 

Web Form Inbound Channel:

  • Default category: It is now possible to set a default category, per web form.
  • The limit on the details text box has been removed, large text can now be supplied through the web form.
  • Top header text and side titles can now be customized, per web form.
  • The Google reCAPTCHA has been improved to only randomly show.
  • The mandatory fields have been modified as such:
  • First name, last name and summary are always mandatory.
  • If the web form is set to verify the email address, email is mandatory, if not, email or phone must be supplied.
  • If there is no default category, category (reason) is mandatory.

To access the webinar, please use the information below:

https://zoom.us/j/6136134311

Use your computer’s audio settings, or dial into the bridge below:

       +1 647 558 0588 

Meeting ID: 613 613 4311

CLICK HERE TO REGISTER FOR THIS WEBINAR

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