Another month of great updates in Sydnee!
Conditional request logic, an AI request builder, encrypted inputs, a big service showcase update, and some quality of life to tasks!
Use the current guides for Request conditional logic and encrypted answers, Service Showcase submissions, and Task filters and saved views.
Conditional request logic
- Conditional Logic and Encrypt Answer are included with current Growth and Power Team plans; some older plans and active trials also have access. When building client data collection forms, use Conditional Logic to show or hide questions based on previous answers.
- Use the new timeline view to see how answers came in, or watch them roll in nearly in real time!
- Use an AI prompt to create new requests or templates. Just tell it what you want and it’ll create it for you!
- When available, toggle the short text field’s new “Encrypt Answer” option to protect the response with AES-256-GCM encryption and add extra in-app safeguards against accidental exposure or sharing.
- Lots of little changes in the request builder to make it simpler and easier to use
This update came directly from operational need in my agency. If you collect info from clients, this should help a lot!
Service showcase updates
Make it easy for clients to open up a task associated with an active service with the new “Submit Ticket” flow.
- Clients can now click a button that creates a task linked to the service, either in the service module or the dashboard widget.
- Assign team members to each service so tasks created from each go to the right person
Tasks updates
- Filter tasks by status, assignee, due date, attachments, comments and more!
- Stack those filters and save the view as the default for everyone in the account
- Restrict entire task sections to only be visible to team members, or only specific people in the account
- Tasks are faster and smoother overall with substantial performance improvements
Closing notes
You’ll notice tasks created from the service module now tag the task alongside a priority setting for each task.
This is the first preview into some features coming soon!
Task tags, reporting, task due dates that include time spans, time tracking, better team management and more.
