1. New and Updated Features
AP Helpdesk, AR Helpdesk: Add "InternalSender" label to all inbound emails from internal sender contacts
Helpdesk SmartFlows add the following sender type labels to all emails received by connected mailboxes from non-enrolled senders:
- UnenrolledSender [sender email address is a contact on an unenrolled customer or vendor record]
- InternalSender [sender email address is configured as an internal contact]
- UnknownSender [sender is not configured as an internal contact or a contact on any customer or vendor record]
AP Helpdesk, AR Helpdesk: Add "UnenrolledSender" label to all inbound emails from unenrolled senders
Helpdesk SmartFlows add the following sender type labels to all emails received by connected mailboxes from non-enrolled senders:
- UnenrolledSender [sender email address is a contact on an unenrolled customer or vendor record]
- InternalSender [sender email address is configured as an internal contact]
- UnknownSender [sender is not configured as an internal contact or a contact on any customer or vendor record]
AP Helpdesk, AR Helpdesk: Add "UnknownSender" label to all inbound emails from unknown senders
Helpdesk SmartFlows add the following sender type labels to all emails received by connected mailboxes from non-enrolled senders:
- UnenrolledSender [sender email address is a contact on an unenrolled customer or vendor record]
- InternalSender [sender email address is configured as an internal contact]
- UnknownSender [sender is not configured as an internal contact or a contact on any customer or vendor record]
AP Helpdesk, AR Helpdesk: Display Email Address Names in Messages and Threads
Helpdesk Mailbox, accessed via AP Helpdesk, AR Helpdesk, and SmartCollections consoles, displays sender name (when available) for inbound emails and name of connected mailboxes (configured via email client) for outbound emails. Inbound email names are dynamically displayed per availability in email message header + metadata.
AP Helpdesk, AR Helpdesk: New mailbox filters
HD Mailbox adds refreshed UX and expanded filtering capabilities for navigating SmartFlow connected mailbox emails. New filters streamline navigation and review of emails with specific metadata attributes and processing outcomes.
New filters include:
- Vendor/Customer record match
- Labels (w/ ’None’ option)
- Attachment File Format (Image, PDF, Other, Any)
- Tasks (User Task, SmartBot Task)
Workday Connector: Entity selector
Users can now select entities using a MultiSelect dropdown while creating or updating a Workday connection.
2. Fixed Bugs
Resolved: Vendor Invoice Data Extraction: Edit report shows Add and Delete as edits even though no line items were added or deleted. [14122]
3. New Known Bugs
None.