Other Enhancements

Ability to Change the Parent Company of a Customer

We have now made it possible to edit or remove a parent company for a customer. If the 'Show Parent Company' setting option has been switched on in the General Settings section of Builder, you will be able to assign, edit or remove a parent company for a customer from the Customer settings in the Service Matrix.

Parent companies allow you to more easily manage your companies by creating a nested company structure where a parent company can maintain multiple child companies.

Note that you will only be able to change the parent company of a customer if there are no running work items with contacts that are scoped to the current parent company. If this is the case, you will only be able to change the parent company once all of these work items have closed or contacts scoped to the current parent company have been removed from the work item so that there are no more running work items with contacts that are scoped to the current parent company.

Team Selection in Contract Settings Enhancement

We have made it easier for you to find the right team when you are configuring contracts in Builder by adding a dropdown option that filters down as you type. This will help to prevent duplicate team names from being created.

The 'Team' option is used alongside the ‘From Queue by Name and Team’ allocation method when you have a very large number of Queues you might have to configure per contract but you have a thousand contracts - Queues will include this 'Team' Name.

'Same Process Type' Filter Option when Cloning a Process has been Moved

We've moved the option to view processes that have the same process type when you are cloning a process to the main cloning pop-up to make it easier for you to select.

As before, this option lets you choose to only view processes that have the same process type. It is disabled by default. You can still filter the processes by customer, contract and service via the filter button.

Removal of Action Due Date Reminder in Action Configuration

As part of the introduction of our Notifications feature, we provide notifications for to notify users about when a due date is at risk or has been missed. Therefore we have removed the option to send reminder emails before and after the due date when configuring an Action in Builder as the notifications feature can be used instead.