Learn about a new feature that helps streamline communication with your CRBs!
We’re excited to announce new functionality designed to enhance your user experience, inspired by your feedback from our ideas portal! We understand how critical it is to stay informed about comments from your CRBs.
Previously, some external comments went unnoticed because they didn’t specifically mention anyone at your financial institution (FI). We’ve fixed that!
Benefits to YOU
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✨ No Mention? No Problem: The Relationship Manager (RM) (or all admins if no RM is set) will now receive an email notification for every external comment made by a CRB, even if no one is specifically mentioned. This ensures that no valuable feedback slips through the cracks.
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✨ With Every Mention or Reply: The RM (or all admins if no RM is set) will be CCed on every external mention or comment reply. This guarantees that your RM stays in the loop, even when other users are mentioned by your CRBs.
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✨ Refreshed Comment Emails: We've refreshed all comments-related email notifications to give the recipient more context and, more importantly, to deep link to the comment thread from directly within the email!
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✨ Personalized Updates: To make the most of this new feature, set your RM at the CRB account level. This ensures you receive personalized and timely updates about your accounts, keeping you well-informed and responsive.
We’re confident this update will significantly improve your experience and help you maintain better communication with your CRBs.
Thank you for your continued feedback and support. Enjoy the new feature!