New Updates for Week of April 21, 2025
Please find below a list of our latest updates that are now LIVE.
Appointments
Organizer Phone Number Attribute: Added the organizer's phone number as an available attribute in the Ask Customer email templates.
Organizer Phone Number Attribute: Added the organizer's phone number as an available attribute in the Ask Customer email templates.- Updated mutual request emails to include more appointment context for recipients, such as objectives, topics and custom fields.
- Introduced an admin setting to allow mutual request emails to be sent only to the scheduler, if preferred.
Location Availability: Improved the loading experience for the location availability view to reflect the redesigned UI.
Location Availability: Improved the loading experience for the location availability view to reflect the redesigned UI. 
Activity Notes Issue: Fixed an issue affecting timestamps in activity notes for in-person events, ensuring times reflect correct timezones.
Activity Notes Issue: Fixed an issue affecting timestamps in activity notes for in-person events, ensuring times reflect correct timezones.
Customers
Export Update: Updated the export format for customer engagements to show 'All Engagements' instead of just showing 'Previous Engagements'.
Export Update: Updated the export format for customer engagements to show 'All Engagements' instead of just showing 'Previous Engagements'. Customer List Updates:
Customer List Updates:- Added columns for progress and list status to customer lists for better tracking.
- Introduced a filter to sort customer lists by list status.
- Added a new filter and column for “Next Step Taken” in individual customer lists to indicate that an appointment or ensemble meeting has been created for a customer on the list.
Events
Bulk Add Groups: Updated the bulk action on the event list to allow pulling in all people from selected account-level groups into the chosen events, streamlining attendee management.
Bulk Add Groups: Updated the bulk action on the event list to allow pulling in all people from selected account-level groups into the chosen events, streamlining attendee management.
Groups
Account Groups: Added a new "Includes User" filter to allow searching account groups by specific users.
Account Groups: Added a new "Includes User" filter to allow searching account groups by specific users. Event Groups: Improved the "Includes User" filter for event groups by adding a user lookup.
Event Groups: Improved the "Includes User" filter for event groups by adding a user lookup.
Live Feed
Multi-Image Post Support: Enabled the ability to create and edit posts with multiple images directly from the admin, matching functionality already available on the web.
Multi-Image Post Support: Enabled the ability to create and edit posts with multiple images directly from the admin, matching functionality already available on the web.
Meetings
Optional Date and Time Support: Added support for making selections optional for date and time when creating meetings in draft status.
Optional Date and Time Support: Added support for making selections optional for date and time when creating meetings in draft status. Congress Event Logic Update: Refined logic for creating congress events directly from Ensemble meetings.
Congress Event Logic Update: Refined logic for creating congress events directly from Ensemble meetings. Status Info Added: Added helpful text to the Ensemble form for the status field to help users understand what each status represents.
Status Info Added: Added helpful text to the Ensemble form for the status field to help users understand what each status represents. Access Error: Resolved errors when attempting to access specific tabs on the admin meetings page.
Access Error: Resolved errors when attempting to access specific tabs on the admin meetings page.
Notifications
Event Timezone Display: Status column times in event-level notifications now reflect the event timezone.
Event Timezone Display: Status column times in event-level notifications now reflect the event timezone.
Registration
Status Logic Update: Updated the logic to more accurately distinguish between incomplete and cancelled registrations, ensuring cleaner reporting and user tracking.
Status Logic Update: Updated the logic to more accurately distinguish between incomplete and cancelled registrations, ensuring cleaner reporting and user tracking.
Reports
- Updated email reports to show the email template name instead of the subject line for clarity.
- Added reporting for event invite emails as well as email templates used for both invited and registered attendees.
Schedule
Tracks Selection: Updated the list view filter to allow for multi-track selection improving filtering behavior.
Tracks Selection: Updated the list view filter to allow for multi-track selection improving filtering behavior.