June 2014 Release Notes

New Features

Portfolio app

The following revenue statistics have been added to the account portfolio dashboard:

• Net New MRR/ACV
• Expanded MRR/ACV
• Churned MRR/ACV
• Churn Rate

The account portfolio dashboard can display statistics for a 30, 60 or 90 day period

The following columns are now available in the account portfolio table:

• Date of last activity
• Date of last engagement
• Customer since date
• Cohort

Changes to the column configuration is persisted.

The account portfolio table can now be edited directly.

Engage

The engage window includes a new search interface

Clicking the Engage button while viewing an account or contact profile will immediately pre-fill the search panel

Email integration

Amity will only import an email message if the sender and recipient are Amity contacts. If the email has multiple recipients, Amity will import it if at least one of the recipients is an Amity contact. In this case, Amity will automatically create new contact entities for the other recipients. If there is no display name provided with the email address, the contact's will set to the recipient's email address.

Other improvements

The Lifecycle app has graduated from "The Lab".  We are so proud!

Tasks in the Plan app can be filtered by the journey name.

A discreet animated spinner appears when pages are loading.

Retirement of Relationship App

At the end of June 2014, Amity will retire the Relationship App. In the interim, there will be no further development on this particular feature.

With the introduction of the Portfolio app we have replaced and improved upon the previous functionality offered in the Relationship app. The Portfolio app makes managing a single shared customer profile company-wide better with even greater detail about your accounts and contacts.

Any existing account and contact data that you may have in the Relationship App will now be available in the Portfolio App.