Release: New Partner Manager Reminders & more

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.