> For the complete documentation index, see [llms.txt](https://product.realpadsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://product.realpadsoftware.com/en/product-updates/2024-updates/september-24-customer-activities.md). # September '24 - Customer Activities ## Initiatives Progress Update ### Multiple Inquiries and Activities As mentioned in [last month's Product Update](https://product.realpadsoftware.com/monthly-updates/august-24-send-email-from-realpad#email-integration-and-multiple-inquiries), tangible improvements paving the way for the [Multiple Inquiries](https://product.realpadsoftware.com/monthly-updates/june-24-inquiries-kick-off#multiple-inquiries) feature are now coming to life. A new **Activities tab in Customer Detail** allows you to see all records connected to a customer in a simple chronological order. You can filter different record types by switching between tabs. The Activities tab is an improved version of the **Tasks and Interactions** and **History** tabs, which will soon be deprecated. To make this transition even easier for you, we've prepared our first in-app guided tour, which will seamlessly guide you through the new feature. Check it out for yourself! {% embed url="" fullWidth="true" %} In-app guided tour of Activities {% endembed %} Of course - our job does not stop here. We are restlessly working on delivering **Multiple Inquiries** to you as soon as possible. We have a **prototype** ready and we would love to hear your feedback on it - if you are interested in being one of the first to see the prototype and helping us shape the final product, [**schedule a 30-minute call**](https://calendly.com/nazarii-ovcharchyn-realpadsoftware/15min) **with Nazarii**. ### Enhanced reports We have received a lot of constructive feedback on our new reports which we are continually evaluating and incorporating to provide you with the most valuable insights into your operations. One key update includes adding **Tasks** and **Interactions** tabs within the **Sales Team Performance** report, allowing you to view all team activities in one place. {% embed url="" fullWidth="true" %} Improved Sales Team Performance report {% endembed %} As we are about to fully transition to new reports and deprecate the old ones in the upcoming weeks, we are keen on hearing your thoughts! Do not hesitate to contact me at . ### Other Initiatives * Email integration - after creating [Email Integration](/en/features/email-integration.md), we received a lot of feedback that email synchronisation is often implicit and stealthy. After connecting the account some of the users are not sure, what emails will be synchronised and assigned to what customers. We are currently working on improvements which will make the process of setup more predictable and controllable, where users will be able to explicitly choose which communication they want to see and share in Realpad. * SSO - more than 100 users are logging in with a Microsoft account daily. However, we know that under certain circumstances you want to make Microsoft account to be the only method to access Realpad. For you, we are finalising the implementation of Organisations, stay tuned for Organisation in October! ## Released in September * Have a look at the new **colours of Unit Availability statuses** in [Products](https://cms.realpad.eu/web/products) made for improved table readability * You can retrieve **deal document files** from their URL, which was included in the [Data Takeout ](https://dev.realpadsoftware.com/use-cases/integrations/data-takeout)API endpoint `list-excel-deal-documents` * Deal document type to which a Payment deadline should be linked can now be easily selected from a list of **Reference documents** {% embed url="" fullWidth="true" %} Reference document in Payments {% endembed %} * Smaller under-the-hood changes and bug fixes. *** {% hint style="info" %} Would you like to receive an email notification about regular product updates? \ [Join Realpad Champions](https://forms.gle/KktWc1XQgwAnjsZX7). {% endhint %} --- # Agent Instructions This documentation is published with GitBook. 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