Author Archives: Patrick Bakker
About Patrick Bakker
About Patrick Bakker AI Feature: Knowledge Article Suggestion
When a request or a problem is resolved, it is good practice to check if a knowledge article for that issue already exists and if not, to create one. This is facilitated in Xurrent by the ‘Create Knowledge Article’ option in the note actions menu (the 3 dots next to a note). Selecting it opens […]
The Xurrent +AI App
This blog post is obsolete and removed. The Xurrent +AI app is no longer available and Xurrent uses AWS Bedrock instead of OpenAI for its Artificial Intelligence capabilities.
Account Sync: Request Templates
Request templates can now also be synchronized between different environments using the Xurrent Account Sync feature. When a request template is added to a sync set as a type, all related automation rules are included as well, just as reservation offerings, UI extensions, and many other related record types. An example of this is shown […]
Account Sync: Reservations & Workflows
Two new record types have been added to the Xurrent Account Sync feature: reservation offerings and workflow templates. When reservation offerings are selected in a sync set, UI extensions with the Category field set to ‘Product’ that are used in the filter settings of a reservation offering are also taken along in the export. When […]
End User Privacy for Organizations
A new setting has been added to the Organization form for external organizations: End user privacy. This setting mimics the End user privacy account setting that was introduced earlier this year. It enables companies and institutions that use Xurrent to store person records of end users whose data needs to be kept private from each […]
Minor Enhancements for Week 37
This post lists small tweaks and enhancements that have been delivered by the Development team in the previous release. (more…)
Account Sync: Task Templates
Task templates are the latest addition to the Account Sync feature. When task templates are selected in a sync set, several related record types are also taken along in the export. For this release, the task template approvals, task template automation rules, and PDF designs (workflow summaries for approvals) were added to the feature, as […]
Minor Enhancements for Week 36
This post lists small tweaks and enhancements that have been delivered by the Development team in the previous release. (more…)
Account Sync: Service Offerings and KAs
Several synchronization options have been added again to the Account Sync feature, bringing the total number of available record types to 19. Below follows a brief description of the new additions. Knowledge articles and knowledge article templates Knowledge articles can be related to a service, and even to a specific service instance. Knowledge articles are […]