New Updates for Week of October 14, 2024
Please find below a list of our latest updates that are now LIVE.
Appointments
Bulk Actions for Invites Setting: Updated the toggle options to enable or disable invites through bulk actions when invites for internal attendees are handled via the ICS workflow.
Bulk Actions for Invites Setting: Updated the toggle options to enable or disable invites through bulk actions when invites for internal attendees are handled via the ICS workflow. Request Conversion: Changed the default logic for converting an appointment request to an actual appointment. When converted, the appointment will have "Ask Customer" enabled.
Request Conversion: Changed the default logic for converting an appointment request to an actual appointment. When converted, the appointment will have "Ask Customer" enabled. Full-Screen Details: Completed a round of design updates for the full-screen details view, enhancing user experience.
Full-Screen Details: Completed a round of design updates for the full-screen details view, enhancing user experience. Unsaved Changes Warning: Implemented a pop-up alert when closing a tab with unsaved changes to prevent data loss.
Unsaved Changes Warning: Implemented a pop-up alert when closing a tab with unsaved changes to prevent data loss. Export Format Update: Adjusted the appointment export to display user and automated email notes with the date first, followed by the related message for clarity.
Export Format Update: Adjusted the appointment export to display user and automated email notes with the date first, followed by the related message for clarity. Request Form Logic: Updated the appointment request form to utilize account-level logic for topics and objectives, ensuring consistency across appointments.
Request Form Logic: Updated the appointment request form to utilize account-level logic for topics and objectives, ensuring consistency across appointments. Email Templates Attributes: Enhanced email templates in admin to support a new attribute for 'Organizer Title,' providing better context in communications.
Email Templates Attributes: Enhanced email templates in admin to support a new attribute for 'Organizer Title,' providing better context in communications. 
Calendar Invites: Fixed an issue preventing organizers from downloading calendar invites at the appointment details level, improving functionality.
Calendar Invites: Fixed an issue preventing organizers from downloading calendar invites at the appointment details level, improving functionality. Email Template Saving: Resolved an issue where users couldn't save email templates due to the 'Email CC' field not being populated.
Email Template Saving: Resolved an issue where users couldn't save email templates due to the 'Email CC' field not being populated.
Events
External Engagement Enhancements:
External Engagement Enhancements:- Added an informational pop-up for each event type engagement entry in the calendar view, providing all available information to the user.
- Updated the list view to include columns for attendees and customers, providing more detailed insights.
- Introduced the option to convert an event type into a fully manageable event, enhancing flexibility in event management.
- All event types now maintain their color tab assignments even when congress events are displayed in the calendar view. Previously, we couldn't support the colors in this setup.
Event Navigation: Corrected the navigation issue that directed admins to the event details page instead of the dashboard when selecting an event from the list in admin.
Event Navigation: Corrected the navigation issue that directed admins to the event details page instead of the dashboard when selecting an event from the list in admin.
Global
Multi-Select Filtering for Custom Fields: Ensured that single and multi-select custom fields for the appointments, schedule, and events feature always allow for multi-select filtering, improving usability.
Multi-Select Filtering for Custom Fields: Ensured that single and multi-select custom fields for the appointments, schedule, and events feature always allow for multi-select filtering, improving usability. Header Icon Update: Updated the gear icon for admin access to a text button called 'Admin' for better clarity and accessibility.
Header Icon Update: Updated the gear icon for admin access to a text button called 'Admin' for better clarity and accessibility.
Groups
Import Case Sensitivity: Fixed inconsistencies in the group import process regarding capitalization, ensuring accurate data handling.
Import Case Sensitivity: Fixed inconsistencies in the group import process regarding capitalization, ensuring accurate data handling.
Home
Tile Visibility Scheduling: Added the ability to schedule when a tile becomes visible on the home page, allowing for better content management.
Tile Visibility Scheduling: Added the ability to schedule when a tile becomes visible on the home page, allowing for better content management.
Leads
Bulk Delete Action: Introduced a bulk action to delete scanned leads, streamlining lead management.
Bulk Delete Action: Introduced a bulk action to delete scanned leads, streamlining lead management.
Notifications
Notification Import: Resolved the inability to update existing draft notifications using the import file due to missing IDs, enhancing notification management.
Notification Import: Resolved the inability to update existing draft notifications using the import file due to missing IDs, enhancing notification management. Image Handling: Adjusted the handling of images in push notifications to ensure that only basic text is supported. Images attached to push notifications are now stripped out, and users are informed during the notification creation process when push notification options are selected.
Image Handling: Adjusted the handling of images in push notifications to ensure that only basic text is supported. Images attached to push notifications are now stripped out, and users are informed during the notification creation process when push notification options are selected.
People
Export Update: Added a new column to the user export at the account level that includes the 'Event Manager' role and setup details. This enhancement provides admins with a clearer view of user roles and responsibilities within the company.
Export Update: Added a new column to the user export at the account level that includes the 'Event Manager' role and setup details. This enhancement provides admins with a clearer view of user roles and responsibilities within the company.
Registration
Conditional Logic for Registration Forms: Implemented conditional logic capabilities for event registration forms, enhancing form flexibility.
Conditional Logic for Registration Forms: Implemented conditional logic capabilities for event registration forms, enhancing form flexibility. Unsaved Changes Warning: Implemented a pop-up alert when closing a tab with unsaved changes to prevent data loss.
Unsaved Changes Warning: Implemented a pop-up alert when closing a tab with unsaved changes to prevent data loss. Schedule Item Waitlist Support: Enhanced the registration process to allow users to join a waitlist for schedule items at capacity, replacing the "Full" status. This update aligns with the elective schedule list view and counts waitlisted items toward the maximum sign-ups allowed during event registration.
Schedule Item Waitlist Support: Enhanced the registration process to allow users to join a waitlist for schedule items at capacity, replacing the "Full" status. This update aligns with the elective schedule list view and counts waitlisted items toward the maximum sign-ups allowed during event registration.
Schedule
Bulk Action Updates:
Bulk Action Updates: - Implemented a new bulk action to update registration emails for schedule items with Full Schedule enabled.
- Implemented a new bulk action to update locations or rooms for schedule items.