July 2014 Release Notes

What's New

Relationship Health

Amity will automatic assign a Relationship Health indicator to each account based on insights.

Administrator users can tailor the insights and health indicators to their business in the Settings app.

The account profile displays the current health indicator as well as the previous values for the past 30-days.

The current health level is displayed beside each account name in the Portfolio app.

Users can filter accounts by health indicator value using the advanced filter in the Portfolio app.

Forgot My Password

Users that forget their password can now request a password reset from the login page.  Once the user provides their username, they will receive an email with instructions to reset their password.

Portfolio app

The last 90 days of account and contact activity is summarized and displayed in a heatmap diagram in their profile.

All accounts and contacts are now loaded automatically into the table in the Portfolio app.

The Portfolio app is the default app that is loaded when a user logs in.

Users can now sort the following columns in the contact table:

• account
• last engaged
• last active
• name
• title

Sort preferences are saved so users don't have to re-sort the table the next time they use the Portfolio app.

The account advanced filter has been updated.  Users can now filter accounts based on the following fields:

• assigned to
• health
• last engaged
• last active
• next renewal
• potential value (MRR/ACV)

Next steps can now be captured for each account. The next steps are also visible in the account table.

New MRR has been added to the revenue dashboard.

The height of the revenue dashboard has been reduced to allow more account rows to be visible.

The CSV export feature has moved to the drop down menu in the top-right of the account table.

Lifecycle app

The entire journey profile now opens when you click on the journey name in either card or list view.

Relationship app

The Relationship app has been replaced with the Portfolio App.

Reports app

The Reports app has graduated from The Lab.

The Portfolio Summary dashboard has been updated to be consistent with the revenue dashboard in the Portfolio app.

Settings app

An administrator can deactivate and re-activate a user.