We’re thrilled to introduce the beta release of the Tesorio Salesforce Widget—a powerful new way to revolutionize your customer account management and collections workflows! With this seamless integration, you’ll gain real-time insights and unlock greater efficiency, all without leaving Salesforce.

Here’s what makes this feature a total game-changer:

✅ Real-Time Account Insights: Stay up-to-date with customer data, right where you need it.
✅ Effortless Workflows: Manage collections and streamline communication with ease.
✅ Enhanced Forecasting: Gain visibility into your financial operations for proactive decision-making.

In this beta release, your Sales and Customer Success teams can:

🎉 Be Part of the Future of Financial Operations

As a beta feature, we’re inviting select customers to try it out, share feedback, and help shape the future of this exciting integration.

Contact your Customer Success Manager to unlock this game-changing feature 🚀

For more information on setup, visit The Tesorio Widget in Salesforce.

Tesorio flags contacts with hard bounces, which are permanent delivery failures (e.g., invalid email addresses). Unlike soft bounces, which are temporary, hard bounces will not be retried to protect your sender reputation. To manage bounced contacts, filter for them in the Invoices or Customers Workspace, review the details in the Contacts tab, and update the invalid email address. Once updated, the bounce flag is reset. Tesorio also shares hard bounce data across the platform to help prevent future errors and maintain a clean sending reputation.

For more information on this feature, please visit Bounced Contacts in the Help Center.

To help users outside the Collections group better understand the meaning of each tag, we've enhanced the user experience by displaying a tag description when hovering over the tag. This works anywhere the tag is present whether it’s the workspace or the drawer.

Previously, scheduled Workspace downloads would have a file name that reflected the date and time of the download, but not the specific Workspace name, which could cause difficulty in being able to quickly identify files. With this release, the scheduled downloads now contain the file name for easier identification.

Users can now search by Workspace name by clicking on the Workspace dropdown and typing the name of the Workspace. This allows for easier searching when organizations have large quantities of Workspaces. This is currently available for Invoices, Payments, Customers, and Credit Memos Workspaces, not Dashboard or Action Center.