Amity Fall 2017 Product Updates

September 14, 2017 Amity Team

What's new on the Amity platform? Take a look below for a detailed rundown of Amity's newest features and product improvements. 


Account View Improvements


Pre-Select Columns in Views

When you add or edit a view, you can now control which columns are displayed when the view is selected.

Select View Columns.png

To select a column, drag the column name from the Available list and drop in the Selected list. To reorder the selected columns, drag and drop the column name.

The column picker that previously appeared in the top right-hand corner of the grid has been removed. To adjust columns, click Edit View.


Define a View’s Initial Sort Order

When adding or editing a view, you can define its initial sort order.

View Default Sort (1).png


Favorite Views

Mark views that you use frequently as a favorite.

  Select Favorite View.png

After you do this, the view will be displayed in the Favourite Views category at the top panel for easy access.

See Favorite Views.png


Categories and Layout Changes

  • The Shared Views category was renamed to Team Views.
  • The Private Views category was renamed to My Views.
  • The Predefined Views category was eliminated.
  • The All Accounts system view appears at the top of the view panel.

Views are now displayed in the following order:

  1. All Accounts (system view)
  2. Favorite Views
  3. My Views
  4. Team Views

 


Playbooks & Tasks


Flagging a Play

When a play is flagged, the card highlights with a yellow background and a red flag icon appears beside the play name on the card, sidebar, and profile.

Flagged plays allow your team to collaborate more effectively. For instance, when waiting on a customer, you can flag a play to show that it is stalled. This allows your entire team to know which plays aren’t progressing as they should, and why.

image.png


Adding a Type to a Task Template

Specify the task type in a playbook stage task template.

Add task template.png


Filter Tasks by Type

You can now filter your account and play tasks by type.

Task view 2.png


Adjust Completion Date and Time Spent on Tasks

When marking a task as completed, you can adjust completion date to accurately reflect the time spent on it.

task completed date.png

Other enhancements to the tasks:

  • You can now adjust the time spent on a task without marking it as complete.
  • New "Add Task" button to the Tasks app in the upper right-hand corner.

 


Cloning Views and Rules


Cloning Views

You can now clone views in the Accounts and People apps. Simply select the view you wish to clone, and click “Clone View” at the bottom of the views column. Cloned views are automatically named “original name copy”.

clone view.png


Cloning Rules

In the setting app, you are also able to clone existing rules. Simply click on “clone” on the right end of the task row. Cloned tasks are automatically named “original name copy”.

clone views.gif

 


Properties


CRM Owner Name and Email

Amity automatically synchronizes the name and email address of the account owner from your CRM system. This allows you to identify the Account Manager that was responsible for the customer pre-sale.

Account owner CRM.png


Last Invoice and Last Payment Properties

You can now display the following properties in the Accounts grid:

  • Last invoice amount
  • Last invoice date
  • Last invoice due date
  • Last invoice number
  • Last payment amount
  • Last payment date
  • Last payment invoice number
  • Last payment number

You can filter views and rules based on these properties, and use them as placeholders in emails and email templates.

 


Tickets


Filter tickets to display open and resolved tickets separately. This feature is available in both the Account and People apps.

Filetrs for tickets.png

 


User Management & Settings


Account Roles

Defining Account Roles

With Account Roles, assign multiple team members to a customer account and define their responsibilities with a role. Some common account roles include:

  • CSM
  • Onboarding Specialist
  • Account Manager
  • Implementation Manager

Note: The same user can be assigned to multiple roles.

set account roles.gif


Assigning Users to Account Roles

You can assign and reassign users to account roles at any time. In the account profile, all team members assigned to an account are displayed in the “team” panel.

Assign role.gif


Filtering Accounts by Account Role

There are two account role-related properties that you can use create various combinations of account filters.


“Role” property

The Role property filter can be used to find accounts for which an Amity user is assigned to the specified Account Role.

For instance…

mceclip1.png

… will display all accounts that have any Amity user assigned to the "Primary Contact" Account Role.


“Role Assignee” property

The Role Assignee property filter can be used to find accounts for which a specific Amity user is assigned a particular Account Role.

For instance...

mceclip2.png

...will display all accounts for which Daniel Lee is assigned an Account Role.


More Team Member Properties

To support the team email signature, the team member profile now supports job titles, phone numbers, Linkedin profile URL, and Twitter username. Select "My Profile" to edit the fields.


Blacklist

We've added the option to blacklist specific email addresses. Amity's email and chat integrations will ignore messages sent to or from email addresses on the blacklist. Using the blacklist will improve the quality and accuracy of your last engagement metrics.

blacklist.gif


New JavaScript Library Methods in Activity Tracking API

To make the JavaScript Library more consistent and easier to use, we added the following new methods: identifyParticipant, identifyAccount, record, and useSandbox. The documentation and examples have been updated at developer.getamity.com.


Bulk Data Job History

You can see bulk data job history in the Settings app. Click the Bulk Data item.

Bulk Data Jobs.png

 


Integrations


Oracle Netsuite

Amity can now synchronize data in Oracle NetSuite customer, contact, and support case records with Amity accounts, people, and tickets, respectively. For details see Oracle NetSuite Integration.


Zoom Video Conferencing and Webinars

Integrate your Amity account with Zoom.us to capture participation in online meetings and webinars.


ChartMogul

Link your Amity and Chartmogul accounts to capture information about accounts, contact, and subscription. 

 


Any questions? Send us a note at customersuccess@getamity.com!

About the Author

Amity Team

Amity provides the world's most powerful Customer Success software. Amity, senses changes in customer health or rhythms, recommends the right actions and measures effectiveness. The combination of real-time playbooks, intelligence and automation helps customer success organizations scale quickly and efficiently.

Follow on Twitter More Content by Amity Team

No Previous Articles

Next Article
Does Engagement Have an Absolute Value?
Does Engagement Have an Absolute Value?

Tracking customer engagement can be tricky, how do you give engagements a value when users can reach out fo...

WEBINAR RECORDING

Personalize Your One-To-Many Customer Success Strategy

Watch The Replay
×

Join more
than 25,000
CS Leaders
& subscribe

First Name
Notification Frequency
Thank you!
Error - something went wrong!