New Updates for Week of June 12, 2024

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

Account Management
Green Heart Privacy Enhancement: Added a setting at the account level in admin to hide customer phone numbers, from both users and admins when viewing on the app or web.

Appointments   
Green Heart Custom Grouping: Enhanced the location availability feature to allow grouping appointments by single-select custom fields, improving organization and display options.
Green Heart ICS Calendar Invites: Made updates for when appointments are sent via ICS calendar invites to internal attendees, including a new settings option in the appointments form to opt not to send ICS invites to internal attendees. We also ensure they see appointment custom fields in ICS invites.
Green Heart Administrative Group Visibility: Ensured groups configured to be 'administrative only' are still displayed across all appointment filters for better management.
Green Heart Bulk Actions Restrictions: Regular users can no longer delete appointments via bulk actions. Also, regular users are notified when selecting all appointments that it excludes those they cannot edit, ensuring strict access and control.
Green Heart Reschedule Functionality: Updated the rescheduling functionality for canceled appointments to clear all room assignments automatically and also updated the related copy for clarity.
Green Heart Bulk Select Restrictions: Updated bulk select options for regular users to exclude appointments without edit rights, maintaining strict access control.
Green Heart Conflict Screen Setting: Added a feature for admins to hide scheduler contact details on the appointment conflict screen. This update makes the notification simpler by only alerting users of the conflict and offering a way to ask for a new time.
Lady Beetle Objective Settings: Fixed an issue where the Objectives Required/Not Required setting was not respected per each account setting.

Companies
Green Heart Registration Cap: Added new logic allowing to set how many appointments can be booked for each date and time slot per company representative, making it more flexible.
Green Heart Multiple Appointments Booking: Enabled the ability to book more than one appointment per company, increasing flexibility for event organizers.

Customers
Green Heart Profile Enhancements: Updated the customer profile PDF export to include attendee invite status in the appointments listed, providing more comprehensive customer engagement information.
Green Heart Resource Management: Implemented functionality to upload and view resources in customer profiles on web, enhancing resource accessibility.

Events
Green Heart Timezone Verification Update: Enhanced event setup to prompt admins to verify the timezone when core event coordinates (country, city, zip code) are changed, ensuring event timing accuracy. The timezone display now includes additional details for clarity.

Groups
Green Heart Groups Setting Update: Updated the description for the "Hide from Group List" setting. It now explains that hidden groups can still be used for filtering, schedule assignments, and selecting appointment attendees.

Messaging
Lady Beetle Logic Update: Ensured that the admin's messaging rules are followed on profile pages. If you need to connect with someone before messaging, the button to message on the motto will not appear if you're not connected.

Notifications
Lady Beetle Import Functionality: Fixed an issue where the import did not detect valid URLs, enhancing the reliability of data imports.

People
Lady Beetle People Management: Fixed an issue where users from different accounts showed a 404 error when admins tried to view their profiles. Now, a tooltip indicates that the user is from another company and cannot be edited by admins. This update enhances access controls and clarifies user connections across accounts.
Lady Beetle Groups Filter: Fixed the groups filter on the attendee list view in admin to preview the complete list of groups.

Registration
Lady Beetle Event Name Display: Corrected the title casing issue on event registration pages, ensuring the event name is displayed exactly as entered.

Schedule
Green Heart Customer Assignment: Added functionality to include or clear all other manually assigned customers when adding multiple customers to a schedule item, streamlining attendee management.
Green Heart Export Enhancements: Added full schedule 'assigned to' columns with people and group names showing in exports, improving data organization.
Lady Beetle Options Issues: Fixed an error where disabling 'enable attendee list visibility' didn't persist after saving the schedule item.
Lady Beetle Disclaimer Issues: Fixed an error where editing the check-in disclaimer threw an error and didn't allow the text to be entered or updated for a schedule item.