New Updates for Week of June 9, 2025

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

Account Management
 Green Heart  Integration Setup: Updated the integration UI to support and simplify account-level integration setups.
 Green Heart  Free/Busy Connectivity Status: Exposed the connection status for Free/Busy custom integrations on the admin side to help diagnose sync issues more easily.

Appointments
Green Heart Custom Field Filters: Added the ability to choose between "AND" (All Selected) or "OR" (Any Selected) logic when filtering multiple select custom fields in appointments.
Green Heart Ask Customer Label: Renamed the "Ask Customer" links to clearer labels for better user understanding.
 Green Heart  Room Deletion: Improved handling for deleting rooms that are still linked to existing appointments.
Green Heart Merge Appointments Update: Added support to copy custom fields when merging appointments into another, allowing the organizer to choose which fields to copy over.
 Green Heart  Appointment Requests: Implemented backend logic to support universal links for appointment requests.
Green Heart Bulk Action Contact Updates: Updated the bulk action for contact options for the send and resend invite email actions. The new text and flows should help to clarify it sends appointment invites.
Lady Beetle Add People Fix: Resolved an issue where adding customers from the details view ignored the reschedule toggle and sent incorrect email messaging with resend links.
 Lady Beetle  Topics/Objective Error: Fixed a 404 error when accessing objectives or topics at the account level from the event level in admin.
Lady Beetle Partner Invite Issues: Fixed an issue where partner attendees were not receiving update emails for appointments.
 Lady Beetle  Ask Customer Voting: Fixed an issue where customers who declined the Ask Customer availability invite still received a final invite once a time was selected.

Customers
 Green Heart  Customer Lists: Updated customer lists at the event level by splitting the total engagements column into a total appointments and total meetings column.
 Lady Beetle  Attending/Not Attending Field Fix: Addressed an issue where the "Attending/Not Attending" field was not displaying properly.

Emails
Lady Beetle Email Templates: Fixed a formatting bug where extra spacing appeared between lines in admin-created email templates.

Events
Green Heart File Storage: Added the ability to upload files to events and generate shareable file links from admin. This is not intended to be used for sensitive or confidential content.

Global
Green Heart Short text fields: Added a visual cue to indicate when text overflows in short text input fields.

Materials
 Green Heart  UI Updates: Updated the design and layout of material and collection pages on admin for better usability and consistency.

Meetings
Green Heart Saved Views: Implemented an update to Saved views to now store views per the individual Ensemble menu item, allowing different defaults per menu/submenu.

Messenger
Green Heart "Got It" Pop-Up: Removed the educational pop-up that appeared upon web login to inform users that the Messenger location had relocated into the header.

Notifications
Green Heart Export Report: The 'Linked To' column in exported notifications reports now includes info for linked Live Feeds.

Schedule
Lady Beetle Endless Scroll Fix: Addressed an issue where scrolling on the full schedule page continued endlessly without loading content properly.

Surveys
 Green Heart  One Page Survey Display: Added a link in admin that allows access to display all survey questions on one page instead of one at a time. This feature is limited to Web only and will not collect event specific usage data.
 Green Heart  Question Duplication: Added the ability to duplicate existing survey questions within admin.
 Lady Beetle  Answer Editing Issue: Fixed an error that occurred when editing survey answer options in certain cases.