New Updates for Week of December 19, 2022
Please find below a list of our latest updates that are now LIVE.
Account Management
Added the ability at the company account level to create email templates for events, which will show by default for all events and can be customized per each event as needed.
Added the ability at the company account level to create email templates for events, which will show by default for all events and can be customized per each event as needed. Updated locations at the company account level to now show all rooms associated with a location. This allows for better management of locations and rooms selectable for all of your events.
Updated locations at the company account level to now show all rooms associated with a location. This allows for better management of locations and rooms selectable for all of your events.
Appointments
Reduced a click when checking in attendees via the appointment details screen on the web.
Reduced a click when checking in attendees via the appointment details screen on the web. Added the ability for admins to determine the virtual ask customer appointment availability for all required attendees. Previously we set the time from 7 AM to 7 PM for all events.
Added the ability for admins to determine the virtual ask customer appointment availability for all required attendees. Previously we set the time from 7 AM to 7 PM for all events. Updated the logic that now sends attendees for hybrid events correct appointments times in the correct timezone depending on their attendance status virtual or in-person.
Updated the logic that now sends attendees for hybrid events correct appointments times in the correct timezone depending on their attendance status virtual or in-person. Made updates to the logic for ask customer links when an appointment is marked as canceled in our system. It will now not allow a customer to book a time but instead show a message to reach out to the scheduler for scheduling assistance.
Made updates to the logic for ask customer links when an appointment is marked as canceled in our system. It will now not allow a customer to book a time but instead show a message to reach out to the scheduler for scheduling assistance. Updated and added some details for the Attendance Status Report for appointments available at the event level under our reporting section.
Updated and added some details for the Attendance Status Report for appointments available at the event level under our reporting section. Made adjustments to the people pop-over designs of people of appointments viewed from the appointments list view for better readability.
Made adjustments to the people pop-over designs of people of appointments viewed from the appointments list view for better readability. Further improved the recently updated contact options section for appointments. Such as adding copy needed for an explanation of the functionality and giving the email template preview a better treatment.
Further improved the recently updated contact options section for appointments. Such as adding copy needed for an explanation of the functionality and giving the email template preview a better treatment. Updated the people list view on appointment details to now display alphabetically for attendees' first names. This helps to easier spot someone if there are many attendees.
Updated the people list view on appointment details to now display alphabetically for attendees' first names. This helps to easier spot someone if there are many attendees. Added a new attribute for the appointment date to our email template attributes.
Added a new attribute for the appointment date to our email template attributes. Introduced a new filter for the appointment status report that can be set up via the admin. It now allows selecting the appointment status.
Introduced a new filter for the appointment status report that can be set up via the admin. It now allows selecting the appointment status. Reduced clicks for bulk actions in that a user now just clicks on the bulk action they want and is immediately navigated to the specific bulk action workflow.
Reduced clicks for bulk actions in that a user now just clicks on the bulk action they want and is immediately navigated to the specific bulk action workflow. Moved the Decline option for appointments in the Proposed or Manually moved to Pending status to the options section for appointments.
Moved the Decline option for appointments in the Proposed or Manually moved to Pending status to the options section for appointments. Added the ability to export the Invites Requested report for appointments directly from the web. It was previously only available on the admin site for admin users.
Added the ability to export the Invites Requested report for appointments directly from the web. It was previously only available on the admin site for admin users. Improved the horizontal scroll for rooms on the appointments location availability page. It now scrolls in sync for all times at the same time.
Improved the horizontal scroll for rooms on the appointments location availability page. It now scrolls in sync for all times at the same time.
Companies
Fixed an issue that would throw an error when creating a new company within a company group on the web.
Fixed an issue that would throw an error when creating a new company within a company group on the web.
Events
Edited the copy for locations set up for events. It now informs an admin that they can 'remove' a location from their event. We previously said it is 'deleted' the location which was not the proper label as they are kept at the account level.
Edited the copy for locations set up for events. It now informs an admin that they can 'remove' a location from their event. We previously said it is 'deleted' the location which was not the proper label as they are kept at the account level. Made the shortcuts for the event website, registration page, app download and links, and QR codes responsive for when it's viewed on smaller browser windows.
Made the shortcuts for the event website, registration page, app download and links, and QR codes responsive for when it's viewed on smaller browser windows.
Home
Fixed an issue that if no home tiles were added to the home screen would break the display on the web.
Fixed an issue that if no home tiles were added to the home screen would break the display on the web.
Leads
Fixed an issue with the lead scanning analytics report showing incorrect event days on the graphics.
Fixed an issue with the lead scanning analytics report showing incorrect event days on the graphics.
Live Feed
Added the ability for admins to set the audience participation per feed. Previously it was only able to be enabled/disabled for all feeds together.
Added the ability for admins to set the audience participation per feed. Previously it was only able to be enabled/disabled for all feeds together.
Maps
Updated the admin for maps to support uploads in PDF format.
Updated the admin for maps to support uploads in PDF format.
Menu
Made an update to the navigation for the schedule tracks for schedules that are added as sub-menu items on the menu. An admin can now quickly access these tracks and edit visibility settings for them.
Made an update to the navigation for the schedule tracks for schedules that are added as sub-menu items on the menu. An admin can now quickly access these tracks and edit visibility settings for them. Added the ability to reorder the leads menu items for 'My Leads' and 'All Leads' on the menu.
Added the ability to reorder the leads menu items for 'My Leads' and 'All Leads' on the menu.
Registration
Improved navigation logic that now keeps admins on the registration sections page after saving edits. Previously it would bring admins back to the list view of the website builder page.
Improved navigation logic that now keeps admins on the registration sections page after saving edits. Previously it would bring admins back to the list view of the website builder page.
Surveys
Improved navigation logic that now keeps admins on the survey details page after saving edits. Previously it would bring admins back to the survey list view.
Improved navigation logic that now keeps admins on the survey details page after saving edits. Previously it would bring admins back to the survey list view.
User Travel
Made some smaller design improvements to the user travel page display for a better viewing experience of a user's travel information.
Made some smaller design improvements to the user travel page display for a better viewing experience of a user's travel information. Introduced a tab design that displays a user's upcoming/happening now travel plans and occurred travel separately.
Introduced a tab design that displays a user's upcoming/happening now travel plans and occurred travel separately.