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Enhancements to Execution Logs and Enrollment History in Bosseo CRM
The latest release of Bosseo CRM comes with significant enhancements to its Execution Logs and Enrollment History features, aiming to provide users with an enriched experience and unparalleled ease in debugging workflow issues. Execution Logs and Enrollment History pages are now equipped to offer comprehensive insights, facilitating users in identifying and addressing problems seamlessly.
What’s New?
One of the most exciting additions is the Enhanced Go To Action feature. This allows users to confirm the action configuration directly from the logs. With the “Edit” button, users are seamlessly taken to the builder to make necessary modifications, leading to a much more fluid interaction.
Navigation has also been revamped across Execution Logs (EL), Enrollment History (EH), and the Builder. Instead of navigating back to EL/EH with filters resetting, you now have a back button that retains your filters and takes you back one step. This enhancement ensures continuity without losing context, promoting efficiency and speed in managing tasks.
Key Features and Their Impact
ToolTip on Date Filter
A helpful ToolTip now informs users about the 30-day data retention policy, ensuring users manage their data optimally and stay informed.
Enrollment Reason Visibility
For new enrollments post-1st April, an enrollment reason will be visible in Enrollment History, providing additional context and clarity for each entry.
ID to Name Conversion in Assignments
Execution Logs have been made more intuitive by replacing IDs with actual names in “Assign To User” and “If-Else Actions”. This makes understanding logs and debugging processes significantly easier.
Extended GPT Response
The response character limit in View Details for Execution Logs has been increased from 100 to 2000. With a “view more” option, users have access to richer details for better insights.
Contact Filter Bug Fix
Previously, the contact filter wouldn’t apply beyond the first page. This issue has been promptly addressed, ensuring seamless navigation across pages with maintained filters.
Use Cases for Various Industries
Home Improvement Enterprises
For businesses in the home improvement sector, quick and efficient project management is crucial. The enhanced navigation and debugging tools aid in tracking project timelines and resource allocations accurately. The intuitive logging system helps project managers and coordinators identify bottlenecks in workflow, rectify issues, and maintain a smooth operation flow.
Legal Practices
Lawyers and legal firms operate under stringent deadlines and need precise documentation. The enhanced Execution Logs and Enrollment History can be vital in tracking client case progress and ensuring no detail is missed. Lawyers can easily apply filters to review specific case histories or client interactions promptly, thus supporting better legal outcomes.
Medical Practices
In the medical field, patient data accuracy and workflow efficiency can make a substantial difference. Medical practices benefit from the improved systems by efficiently managing patient appointments, histories, and communications. The extended GPT responses ensure detailed notes can be logged and reviewed, enhancing patient care and administrative efficiency.
Overall, this Bosseo CRM update greatly enhances user interaction by focusing on improving system flows and debugging capabilities, showcasing our unwavering commitment to our clients’ success across various industries.
