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September Release Notes
Fresh out the oven, check out what's new in Vitally
Easier Reporting with Customer Columns
Insert Account & Organization columns for easy cross-object reporting
You can now add columns from Accounts & Organizations into Activity and User Table Views! Activity Table Views include Tasks, Projects, Docs, Notes, Conversations, and Custom Objects.
Example Use Cases:
- View Project Statuses alongside Account/Org health scores and subscription data
- Bring in Custom Object data such as Opportunities and Jira tickets for quicker referencing in Conversations
- Cross-reference Account-level data like ARR and Renewal Date with User Tables
Clone a Hub
You asked and we delivered! Vitally users can now clone a Hub via the options menu. When doing so, the Hub creation modal will display Settings, Members, and Filters that mirror those of the cloned Hub. You can then adjust these settings prior to creating the new Hub if you like.
Quickly clone a Hub and customize it to fit your needs
Note: Once created, the new Hub will have the same Views and View structure as the Hub you cloned. For example, if you make changes to a Table View in your new Hub, it will also change that same View in the cloned Hub. If you’d like to make changes to the Views in your new Hub without affecting other Hubs, you’ll need to clone that View and adjust from there.
Sync Vitally Data to Zendesk Organization Custom Fields
We now support pushing Vitally Account data (e.g. health scores, event counts, etc.) to Zendesk Organization custom fields. Instead of manually setting these data points in Zendesk, you can now map data points from Vitally that will automatically populate in custom fields for Zendesk Organization profiles. This allows you to push more data to Zendesk and use it natively in your Zendesk workflows.
To enable this, navigate to your Integrations page -> Zendesk Configuration -> Organizations
Auto-Clean Vitally Data Based on Salesforce Deletions
We will now auto-clean up Vitally records based on data deletions in Salesforce. If an object in Salesforce is deleted, it triggers a cleanup of the linked record in Vitally. What that cleanup is depends on the Vitally record:
- For Accounts, Organizations, and Users: The link to the Salesforce record is removed and any Salesforce traits are wiped out. However, the record will remain in Vitally and not be auto-archived since Vitally can have a lot of data underneath these records (like Notes, Projects, etc). If you’d like these records to be auto-removed in Vitally when the linked Salesforce record is deleted in Salesforce, you’ll need to use track rules to ignore them.
- For Custom Objects: The linked Vitally record is archived in Vitally and will no longer display in Views and search results.
Hubspot User Sync
Previously, we would only import Users that were updated after a Hubspot Account/Organization was created in Vitally. Now, we'll import all Users updated in the past 90 days when an Account/Organization is imported into Vitally.
New Playbook Trigger: Conversations
Use Conversations to trigger 13 different automation actions
Use Conversations as a trigger for your Playbook automations! You can set Conversation rules based on Subject lines, Last Message date, and much more.
Note Template Sections
Organize your Notes in Vitally by adding Sections when creating a Note Template. To add a section, use the forward slash command
/. You can then nest information within that section and collapse or expand them as needed.
Format Note Templates in Vitally with collapsible sections
Viewing & filtering on Template permissions has been standardized across Doc, Note, and Conversation Templates:
- Note & Conversation Templates now have a “Permissions” column, similarly to how Doc Templates display the “Permissions” column
- Previously, filtering to “Private” filters displayed templates created by the current user. Now, this will display all templates with the permission set to “Private”.