New Updates for Week of June 13, 2022

Please find below a list of our latest updates that are now LIVE.

Account Management
Green Heart Updated Event Custom fields that are set at the account level to be available to regular admins and also allowing a field to be marked as required.
Appointments
Green Heart Implemented new logic that would send organizers all emails in a non-batched format when the event starts. This is to ensure the organizer receives all emails instantly and knows of all the changes, instead of at the end of the day.
Green Heart Made updates to how the horizontal scroll works on the Location Availability page. It will now scroll for all rooms not each room individually.
Green HeartAdded a field for the Appointments Email Template that allows Copying (CC) someone on all emails prompted via the template.
Green Heart Introduced a new bulk action that allows adding or editing rooms for multiple appointments if the appointments are still in proposed status.
Green Heart Removed the 'View More' from the people list for appointments so a user can scroll through the list of attendees without any extra unnecessary clicks.
Lady Beetle Fixed a horizontal scroll within the appointments form.
Lady Beetle Made updates so the refine and right-aligned buttons are no longer overlapping for smaller browser windows.
Lady Beetle Corrected an issue that would show html characters when '&' was used in the appointment naming convention for the appointments template form.
Lady BeetleFixed an issue that would prevent the appointments pop-up from opening if the Refine filter was expanded as well.
Lady Beetle Addressed an issue that would not open the appointment in a new tab when selecting from drop down, same was done for opening individual people and customer profiles from appointments attendee list.
Customers
Green Heart Added an option to export a report for the attending / not attending list for customers.
Green Heart Implemented a new page for users to create and share their personal customer 'wish' list. The feature is enabled as a sub-menu item for customers on admin within the menu settings. It is only available for use on web at this time. A user can search and add any customer to a list, they can also create a new customer to add and then share it with other users. We also introduced an option to bulk create appointments for anyone present on the customer list.
Green Heart Introduced a bulk action option for customers to bulk add them to customer lists as well as Bulk delete customer records.
Emails
Green Heart Added ability to edit the attributes' font size and make them bold and/or italic for attendee email templates in admin. We also made sure the attributes drop-down now stays open so you can multi-select attributes without having to click and add each one by one.
Events
Green Heart Implemented a checkbox for events that allows the event organizer to set the event as a test event. This will then exclude the event from the event analytics dashboard.
Lady Beetle Addressed an UX issue that would not visible display the first result on the events page and only would show if user knows to scroll the page.
Live Feed
Green Heart Implemented the ability to assign Twitter accounts and hashtags to sub-feeds.
Rooms
Green Heart Updated logic for rooms display where the alpha order respects standard number ordering. So instead of 1,10,2,3,... we now sort 1,2,3...10.
Materials
Green Heart Introduced the new table design treatment for materials that we have already applied for attendees, events, and collections listings.
Reports
Green Heart Enabled visibility to our Email reports for admins and event organizers so they can now view when & what email(s) to event attendees (registration confirmation, welcome, custom templates) have been sent.
Schedule
Green Heart Added a new column for ' Status' (Registered, Waitlisted, Not Registered) in the general excel report of attendees.
Lady Beetle Fixed an issue that would show tracks misaligned for schedule items on the listing pages.
Lady Beetle Addressed a display issue for multiple speakers that showed incorrect punctuation on schedule items on the listing pages.