Release: New Partner Manager Reminders & more

Updated March 22, 2023
Published in Channel Management, Release Notes

Our next release is going live tomorrow Tuesday, March 31st and features new email reminders for Partner Managers along with a number of other improvements. Here are the details:

Email Reminders for Partner Managers

We’ve added a number of automatic email reminders specifically for Partner Managers to keep them in the loop on their assigned Partners’ alerts. This way, Partner Managers receive a consolidated email that includes the following information for all Partners that they manage:

  • Deals Not Updated
  • Leads Not Updated
  • Unopened Leads
  • MDF Balances Report
  • Expiring MDF Balances
  • Expiring MDF Requests
  • MDF Requests Not Updated

You can enable Partner Manager reminders by going to Admin > Settings > Automatic Email Reminders > Configure Automatic Email Reminders.

Library Usage Analytics

You can run a comprehensive report on viewed and emailed Documents in the Library. See who downloaded which file and when. Simply go to Library > Reports > Library Usage Analytics.

Other Improvements

  • Single Sign-On into Litmos Learning Management System (LMS)
  • Data API: Fields can now be set to NULL via the API
  • View Data API settings and a list of Users with API access by going to Admin > Settings > Data API Information
  • Search for Leads by ID
  • MDF Transaction CSV import template now includes Partner region and type
  • Group Membership Report includes User status column
  • User reports include Partner type and region columns
  • Admins can Single Sign-On into Channeltivity’s help portal
  • Many small improvements and bug fixes

As always, there’s nothing that’s needed from you – all customers will be automatically upgraded. Head over to our support site if you have questions about Partner Manager reminders or anythings else.


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