New: Outreach Overview (UI + API)
The new Outreach Overview provides a complete overview of all ongoing and completed outreach processes. You can see at a glance where you stand.
The most important functions at a glance:
- Central overview of all outreach activities per tenant: All outreach activities are clearly displayed in a single view, provided that the outreach module is activated and the relevant forms are stored.
- Status information with timestamps: The following statuses are available for each outreach activity: Created at (time of creation), Updated at (time of last update), Completed at (time of completion)
- Flexible filter options: The overview can be filtered specifically according to the timestamps of the three statuses. This allows you to quickly and efficiently identify open, overdue, or recently completed outreach activities.
- 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 further processing in your systems.
- Targeted retrieval of individual outreaches: Status information on an individual outreach can be queried using the outreach process ID via a dedicated endpoint.