Update 1.9: The customer file fills itself – Kepler

Form submissions, appointment bookings and automation mail now write themselves into the customer's history.

Neu:

History without handwork:

  • The file used to fill from two sources, both of which a human had to trigger — on a real installation 52 of 56 customers had no history at all. Form submissions, appointment bookings and sent automation mail now write into it themselves.

One path, not three:

  • All three sources write through the same place, so none of them invents its own variant of the same record.

Mentions arrive:

  • @-mentions in task comments were dead in three places — a mention triggered neither mail nor notification. The chain is now complete; mentioned people are named and stay visible on the board.

Follow up what is stalling:

  • Open cases without a next step appear as a follow-up list instead of quietly lying there.

A consistent task history:

  • A task's activity runs through one presentation; a column change is logged with the column's name, not a number.