Release 08/23/24
User-Generated Attribute Options
A new "Customer Attributes" tab in the host settings allows for the creation and management of Customer Subtypes and Regions, enhancing customer segmentation with precise categorization. These attributes integrate seamlessly with dynamic formulary rules for consistent application across the platform.
"Created By" Filter for Customer Creation Records
The "Created By" field has been added to customer records to track the user responsible for creating a customer. The field captures the creator's name when available, along with their email address. Customer records can now be filtered by this field, making it easier to search and organize records by the account user's email or name.
Help Section Update
The FAQs in the Help section for host organizations have been updated. The revision includes the latest information and guides, ensuring that all details are current. The updated FAQs now include necessary links to related resources and guides, providing users with easy access to the information they need.