New: Outreach Overview (UI & API)
The new outreach overview provides a complete picture of all ongoing and completed outreach processes. You can see at a glance where you stand.
The most important functions at a glance:
The most important functions at a glance:
- Central overview of all outreaches per tenant: All outreach activities are clearly summarized in a UI view, provided the outreach module is activated and the corresponding forms are stored.
- Status information with timestamps: The following statuses are available for each outreach: Created at (time of creation), Updated at (time of last update), Completed at (time of completion)
- Flexible filter options: The overview can be filtered by the timestamps of the three statuses. This allows you to quickly and efficiently identify open, overdue, or recently completed outreaches.
- CSV export for reporting and auditing: The currently filtered outreach overview can be exported as a CSV file, for example for internal reporting, audits or for further processing in your systems.
- Targeted retrieval of individual outreaches: Status information for an individual outreach can be queried via a dedicated endpoint using the Outreach Process ID.