Agent masking in the help desk, viewing the support portal as a customer, and a separate Slack post for broadcasts
New
Hide agents' names from customers — Help Desk Settings → Agents can now show customers one default name and picture instead of each agent's own, give any agent their own customer-facing name, and keep one agent signing every reply in a conversation.
New
View the support portal as a customer — View portal as… on the Tickets list opens the support portal, read only, exactly as a chosen person or company sees it.
New
A Slack post written for Slack — A broadcast's Slack post can now be written separately, with #channel links, @mentions (including each company's own people) and Slack formatting.
New
Who shared a piece of feedback — Feedback now records the person and company who shared it, editable on the feedback page, with Person and Company columns and a Company filter on the list.
New
Draft ticket types — A new ticket type starts as a Draft that only shows in settings, and becomes available everywhere once you publish it.
Improved
What's waiting on you on Home — Each count in Home's summary line now opens its own list of mentions, ticket updates or conversations, notifications open the bell, and the counts are true totals.
Improved
Notifications link to their record — Each notification in the bell now names the record it came from, as a link you can also open in a new tab.
Improved
Scrolling the ticket and project type list — The row of ticket and project types in Custom fields now has arrows when it runs past the edge.
Fixed
Mentions in deal notes — A notification that you were mentioned in a deal note now opens the deal instead of its company.
Fixed
Names in notifications — A notification about a person with no photo or a company with no logo now shows their name.
Fixed
The end of Home's side columns — The last cards in Home's side columns can now be scrolled into view.
Read more
New
- Hide agents' names from customers — Help Desk Settings → Agents can now show customers one default name and picture instead of each agent's own, give any agent their own customer-facing name, and keep one agent signing every reply in a conversation.
- View the support portal as a customer — View portal as… on the Tickets list opens the support portal, read only, exactly as a chosen person or company sees it.
- A Slack post written for Slack — A broadcast's Slack post can now be written separately, with #channel links, @mentions (including each company's own people) and Slack formatting.
- Who shared a piece of feedback — Feedback now records the person and company who shared it, editable on the feedback page, with Person and Company columns and a Company filter on the list.
- Draft ticket types — A new ticket type starts as a Draft that only shows in settings, and becomes available everywhere once you publish it.
Improved
- What's waiting on you on Home — Each count in Home's summary line now opens its own list of mentions, ticket updates or conversations, notifications open the bell, and the counts are true totals.
- Notifications link to their record — Each notification in the bell now names the record it came from, as a link you can also open in a new tab.
- Scrolling the ticket and project type list — The row of ticket and project types in Custom fields now has arrows when it runs past the edge.
Fixed
- Mentions in deal notes — A notification that you were mentioned in a deal note now opens the deal instead of its company.
- Names in notifications — A notification about a person with no photo or a company with no logo now shows their name.
- The end of Home's side columns — The last cards in Home's side columns can now be scrolled into view.