Changelog

Product Changelog

Product updates, new capabilities, platform improvements, and release notes for the Client Management Application.

  • Changes – 2023 Q2

    Many changes and enhancements have been made to the CMA during Q2. Details are available in the internal CMA Changelog.  Feature Additions: Fixes: Updates: Other Changes:

  • New Feature: Custom AI API Endpoints

    We are excited to announce a new feature for our CRM customers: Custom AI API Endpoints. This feature allows you to use your own AI models or open source alternatives to the ones provided by OpenAI, depending on your needs and preferences. Custom Endpoints can…

  • New Feature: Gmail integration with Client record

    We are excited to announce a new feature for our Client Support Software: Gmail integration within the Client record. This feature allows you to view all the emails related to a client from your Google Workspace account without leaving the CMA. You can also filter…

  • New Feature: AI Call Log Transcription Analysis

    Following up on the addition of Call Log Sentiment Analysis, we’ve added the ability perform transcription analysis within Client Support Software’s CRM and OpenAI’s language models. This feature allows you to create and use AI prompts for Call Log Transcription Analysis, which can help you…

  • Changes – 2023 Q1

    Many minor changes and enhancements have been made to the CMA during Q1. Details are available in the internal CMA Changelog.  The following is a highlight of changes: 🔧 Improved check handling and money-matching magic, making your financial tasks a breeze! 🌐 PHP 8.2 is…

  • New Feature: Call Log Sentiment Analysis

    We are happy to announce a new feature for Client Support Software’s CMA: Call Log Sentiment Analysis. This feature builds on yesterday’s addition of Call Log Transcription to provide sentiment analysis using OpenAI’s text-davinci-003 model. In this post, we will explain what sentiment analysis is…

  • New Feature: Call Recording Transcriptions

    Client Support Software has integrated OpenAI’s text-to-speech API known as Whisper in order to optionally transcribe call recordings for customers that use our PBX hosting product. This feature will increase productivity and benefit CMA users by allowing them to quickly review the transcription of a…

  • Using Spyderbat for our SecOps

    How Client Support Software uses Spyderbat to secure its cloud native environment Client Support Software (CSS) is a leading provider of enterprise relationship management solutions for the debt and housing counseling industries. We help our clients streamline their workflows, improve their customer service, and grow…

  • Changes – 2022 Q4

    Many minor changes and enhancements have been made to the CMA during Q4. Details are available in the internal CMA Changelog.  The following is a highlight of changes: 🌐 PHP 8.1 compatibility achieved, setting new standards for the CMA! 📊 HUD reference data now updated…

  • Changes – 2022 Q3

    Many minor changes and enhancements have been made to the CMA during Q3. Details are available in the internal CMA Changelog.  The following is a list of relevant changes: 🤖 Daily Task creation made easy with our new automated Task Job and SQL magic! 📏…