In the past, it was possible to see which automation rules were added to a request or task by expanding its ‘Automation Rules’ section. But just like their Audit Trail, people will mostly use this information when something happened that they did not expect.
Because of this, the ‘Automation Rules’ section has been moved. It can now be opened from the Actions menu by selecting the new option ‘Automation Trail’. The Actions menu itself is opened by pressing the Actions button in the toolbar.
This leaves the interface a little cleaner for people’s day-to-day interactions with Xurrent records.
A Letter From Our CEO: What I've Learned, What I Believe, and Where We're Headed Together
When I joined Xurrent as CEO in February, I made a commitment to myself before I made any commitments publicly: I would listen before I led. I would get in front of customers, sit down with our partners, and spend real time with the incredible team that built this platform — before I said a word about where I thought we were going.