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New Release Available 2024.2

Kate Goodwin

June 5, 2024

Our second major release of the year is now available. Highlights are below, followed by a link to the release notes for clients.

1 - Insight Tags

Drum roll, please. This release includes a huge IQMarketing add on that can power up your segmentation efforts. Insight Tags are applied at the customer level based on transaction activity.

Here are some ideas:

  • Send a targeted email to your customer's with the "Pet Owner" tag during "Spay/Neuter Awareness Month" highlighting employee volunteer hours at the pet shelter.

  • Identify customer's who have wealth management relationships elsewhere based on tags for these fintech competitors (ex. "Acorns", "Stash", "Robinhood" tags, etc) and educate them on your local Wealth Management services.

  • Send competitive rates to customers with the "DIY Home Improvement" tag based on frequent shopping at Home Depot or Lowe's.

  • When emailing all of your customers use photos based on specific Insight Tags that they will more likely relate to.

We can't wait to see how you use these tags. Reach out to your Relationship Manager for more info and to setup a demo.

2 - IQService Tickets

This quarter's release has four significant enhancements for the dedicated ticket teams out there.

  1. You'll see a new link icon in your tickets. Click on this link to copy and send someone a direct link to the ticket.

  2. You can now add yourself (or someone else) as a "watcher" to any ticket. Watchers will receive the same system emails that the creator and/or assignee receive.

  3. Using the priority of a ticket, admins can now add email reminders on service tickets. If a service ticket is high priority, you can have an email send after 2 hours if ticket is still open. For normal priority tickets, wait for 8 hours. It's up to you if you want to remind the assignee and how soon.

  4. On Manage Work > Service Tickets, ticket statuses can now be bulk edited.

3 - Attachments! Everywhere!

Previously attachments were only available on select CRM activities. We've added them as a standard option everywhere plus you can drag and drop.

4 - Lead Reminder Emails

Just like service tickets reminder emails based on priority, we also added this to leads. Admins can configure this based on number of days per lead type. If the lead is still open after let's say 3 days, an email reminder will send. Subsequent emails will send every 3rd day after that until the lead is closed.


If you are a client, access our Product Updates page for detailed release notes on these and other items. If you don't have the password, please contact your Quest Analytics representative or

Upgrade soon to take advantage of the new features in this release.

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