New Updates for Week of May 30, 2022

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

Account Management
Green Heart Made the "Login Options" setting at the account level available to all admins.
Appointments
Green Heart Update the design of the mutual requests designs for better representation of data.
Green Heart Implemented a new bulk action for changing appointment status from Proposed to Pending if the Ask customer is also enabled/configured for the appointments.
Green Heart Added the ability to rename the 'ask customer link' attribute for appointment email templates so you can determine how the link is presented in emails.
Green HeartAdded the ability to change the appointment status from Proposed to Pending if the Ask customer is also enabled/configured for an appointment.
Green Heart Made updates to the display and scroll of the Options menu for appointment details.
Green Heart Included the event timezone information in the appointments calendar download.
Green Heart Implemented the option to use appointment attributes for the appointment name in the appointment template. This is most helpful when creating appointments from the customer profile.
Green Heart Made sure that when you create an appointment from the customer profile show the already existing appointments for the customer on the appointments form.
Green Heart Updated logic that now applies the mutual requests refine filter instead of navigating to the mutual list of customers when clicking on mutual requests from within the metrics section on appointments.
Green Heart Introduced a warning message when an appointment that has Ask Customer enabled but no customer is present and the user is trying to send out an invite.
Lady Beetle Fixed spacing issue when displaying appointments within the Location Availability view.
Lady Beetle Fixed issue where the Location Availability menu item would not display the header correctly if the menu item was renamed via admin.
Lady Beetle Made updates so that users who trigger the appointment template from customers' profiles are not included as attendees IF the template does not specify them as an attendee.
Customers
Green Heart Added the ability to create an appointment from the customer profile view.
Lady Beetle Fixed an issue that produced an error when trying to export the engagements report from the Customers Engagements pages on the web.
Profile
Green Heart Introduced a Refer section in each user profile with a link to copy and share Cadence and earn $ on referrals.
Schedule
Lady Beetle Addressed an issue that would not remove a deleted attendee from any schedule items they had elected or were assigned to.
Lady Beetle Fixed an issue that would prevent event organizers to pull reports for Schedule items.