Author Archives: Patrick Bakker
About Patrick Bakker
About Patrick Bakker Recently Visited Settings Menu Pages
Recently, several changes were made to the menu of the Settings console. This console now has its own homepage, where all the options of the Settings console are presented in logical groups. At the top of these, a new group has been added, which shows the top 6 most recently accessed pages from this console […]
Configure Reply-To Header of Outbound Emails
It was already possible to specify the email address used in the From field of emails sent by Xurrent to the customers of an organization. Now it is also possible to configure the Reply to field for the outbound email service. The reason why an account administrator would want to set this to an email […]
Default Organization
When a service desk analyst or a service desk manager creates a new person record from the user interface, that person must be related to an organization, as the Organization field is required. When creating a person record using the APIs, import, self-registering, or via email, it was still possible to leave the Organization field […]
Rich Text Fields in Dashboards
Dashboards can be created by adding and organizing any of the reports from the ‘Reports’ section of the Analytics Console. To allow for even more flexibility in designing a dashboard, it is now possible to add rich text fields to it. With a dashboard in edit mode, an Add Text button is now available, next […]
Minor Enhancements for Week 41
This post lists small tweaks and enhancements that have been delivered by the Development team in the previous release. (more…)
Dashboard Report Descriptions
A Dashboard can be created by adding any of the reports from the ‘Reports’ section of the Analytics Console. It can be designed by adding the required reports, and then resizing and/or dragging and dropping the reports into the desired position on the dashboard. Filters can be applied too, either at the dashboard level or […]
Display Reports in Table View
Most of the reports in the Analytics console can be displayed as several different chart types, such as a pie chart, a donut chart, or a bar chart. Even metric reports can be turned into another chart when they are grouped by a column of their data. A new chart type has now been added, […]
Updates to the Settings Console
Several updates have been made to the Settings console. These are aimed at making it easier to navigate the ever-growing number of settings, overviews, and design options that can be accessed from there. Next to that, new functionality was added. The most noticeable change is that the Settings console now has its own homepage. This […]
Record Selection for Account Sync
Since the initial release of the Xurrent Account Sync feature, most of the development effort around this was focused on adding additional record types to be synchronized between different environments. The latest enhancement of this feature makes it possible to reduce the number of records that are included in a sync set, by selecting specific […]