In order to increase transparency to who did what when on a Quote/Invoice, new activities have been added to the History as well as the Account Activity page.
- Activity that was triggered by an automation now have a
via automationlabel with a tooltip of the automation name.
- Increased transparency to who received the email. If the customer's email is in the
To:field of an email then it will say
sent to the customerotherwise a list of the emails in the
To:field such as in an automation email.
- Declined approvals now show an email modal for the reason as well as who declined it when.