Author name: Last CRM Team

Feature Update: Ability to Switch from Client Portal to Memberships

Introducing Membership Switcher, designed for seamless flexibility. Key Features With just one click, admins can toggle between Client Portal and Membership Legacy, streamlining the experience. – User can choose to use both Memberships and Client Portal. – Since courses PWA is only supported in Memberships, users will be able to use it after migration How …

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Feature Update: Attach Manual Taxes Directly to Products

– Business users will now be able to directly attach taxes to a product – The taxes attached to a product will automatically populate across any channel where the product is sold like Order forms, Payment links, Ecom stores, or invoices – In Invoices, adding the product will automatically add the attached taxes to that …

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Feature Update: Branded Domain for Calendars

What’s New? – Previously, calendar URLs were determined by the domain configured in the agency settings (API Domain). With this update, we introduce branded domains at the sub-account level. – Now, the domain configured at the sub-account level will be utilized for all calendar links, allowing users to experience branded URLs tailored to their preferences. …

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Feature Update: Source Enhancements in Payment Received Trigger

– Business users will now be able to set the payment received trigger source on manual payments collected from the contacts page, form payments. calendar payments or funnel/website payments – Added sub-filter for online stores inside the website as well to provide granular control over each source. – All existing triggers would continue to work …

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Feature Update: Enhancements to the Copy Workflow Feature

We are thrilled to introduce major enhancements to the Copy Workflow feature – Added Support to Copy Marketplace Actions and Triggers: Now, seamlessly replicate your workflows with marketplace actions and triggers, allowing for greater flexibility and efficiency. – Added Support to Copy Internally Created Actions and Triggers: Amplify your automation capabilities by duplicating internally created …

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Feature Update: Memberships – Course Importer Now Supports Copying Videos

Course Migrator: Import Video – Kajabi Course Migrator now extends its functionality to include the copying of videos in addition to text and image – Products that get migrated will be in a processing status until all their associated videos are successfully copied. – Upon the completion of video copying, the status will be updated …

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Feature Update: Abandoned Checkouts Are Now Listed On The Orders Page

– Business users will now be able to keep track of abandoned cart orders on their online stores – The details will be available under Payments > Orders > Abandoned Checkouts which will list the customer details along with the items added to the cart – Order details will also include Email status, which indicates …

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Feature Update: Introducing Filtering Reviews in Review Widget

We are excited to introduce a new feature in our Review Widget that enhances your ability to showcase positive reviews tailored to your preferences. With Filtering in Review Widget, you can now easily curate the reviews displayed on your widget to highlight and showcase the most positive and impactful feedback from your satisfied customers. Here’s …

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Feature Update: Sub-Account Dashboards: Introducing Conversation Widgets!

👀 What’s New? – We’re thrilled to introduce a host of new widgets for Conversations for your Dashboards, designed to supercharge your team’s efficiency and elevate customer engagement! – Now, with just a glance, you can uncover invaluable insights into unread messages, assignee distributions, and even track new conversations started this week. 📈 Here’s what …

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