As part of our gradual upgrades of new Activity Lists and Workflows, if you joined Pepperi over a year ago or so, your Pepperi account has most probably been recently updated to the new versions of these modules. There is no action required on your end. Learn about the updates below:
Workflows are your business rules that are executed when a Transaction or Activity changes status. For example, a typical workflow is:
Your existing Workflows will continue to function as they do today, however in the Studio you will see the updated interface and additional actions that can be executed (if you have Transactions and Activities that are already using the new Workflows they will not be affected). To learn all about Workflows watch a Workflows webinar or check out the Workflows Guide.
The new Activity Lists allow you to create much more flexible reports.
- Filter the lists by any Activity Field
- Map view with geolocation of Activities
- Date range filter allows you to set the default date range of activities displayed
- Configurable totals
- Smart search per list
- Admins have access to an Audit Log to track any changes made to the Activity (on the web app).
Your existing Activity Lists will be migrated as they are today, and you can apply any of the new functionality to them. For all the details see: New Activity Lists
(Please note that the current Activity lists display a default range of the last 12 months. The new Activity Lists default date range is the last 6 months. You can change this default in the configuration to any range you require).
Please contact us with any questions.
The Pepperi Success Team
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