New Updates for Week of February 13, 2023
Please find below a list of our latest updates that are now LIVE.
Appointments
Introduced the ability to create private appointments, which can be set during appointment edit mode. This will allow only admins, event managers, and schedulers as well as the invited attendees of an appointment to see all appointment details such as objectives, topics, location, or online meeting links. Any other user will only be able to view the date, time, and appointment status.
Introduced the ability to create private appointments, which can be set during appointment edit mode. This will allow only admins, event managers, and schedulers as well as the invited attendees of an appointment to see all appointment details such as objectives, topics, location, or online meeting links. Any other user will only be able to view the date, time, and appointment status. Added the functionality at the appointment details and edit level to add multiple attendees via pasting of multiple emails. It will detect who was already an attendee, and who will be added and any emails that are not recognized can be matched or created as either a new customer or user.
Added the functionality at the appointment details and edit level to add multiple attendees via pasting of multiple emails. It will detect who was already an attendee, and who will be added and any emails that are not recognized can be matched or created as either a new customer or user. Made further improvements to the recently updated activity feeds section. We updated some labels and addressed how the notes opened and closed.
Made further improvements to the recently updated activity feeds section. We updated some labels and addressed how the notes opened and closed. Updated the display and steps to set an appointment attendees' attendance status. Also removing an unnecessary click from the workflow.
Updated the display and steps to set an appointment attendees' attendance status. Also removing an unnecessary click from the workflow. Added a banner to prompt a user to connect their Office 365 Mailbox within the appointments Contact Options. This allows them to set it up without going to their profile but also brings visibility that this exists for use.
Added a banner to prompt a user to connect their Office 365 Mailbox within the appointments Contact Options. This allows them to set it up without going to their profile but also brings visibility that this exists for use. 
Fixed an issue that would not display the correct email template during bulk action sending of ask customer invites. It only ever displayed the copy for the hybrid email template.
Fixed an issue that would not display the correct email template during bulk action sending of ask customer invites. It only ever displayed the copy for the hybrid email template.
Companies
Added the ability to assign companies to company groups from the edit screens on the web.
Added the ability to assign companies to company groups from the edit screens on the web. Made an update that now allows the creation of a new company from the company list/grid views on the web.
Made an update that now allows the creation of a new company from the company list/grid views on the web.
Customers
Introduced a new status indicator for customer attendance types for hybrid events. The new status indicates that a customer is attending an event but their attendance type virtual or in-person is unknown.
Introduced a new status indicator for customer attendance types for hybrid events. The new status indicates that a customer is attending an event but their attendance type virtual or in-person is unknown. Updated customer engagements display to include the listing of private appointments (new functionality introduced for appointments - see above). This way any user can still know the full amount of engagements a customer has had, even if some are kept more private.
Updated customer engagements display to include the listing of private appointments (new functionality introduced for appointments - see above). This way any user can still know the full amount of engagements a customer has had, even if some are kept more private. Added the ability to bulk update customer profile data for fields that are commonly updated for many customers, such as the Prefix, Country, or Company.
Added the ability to bulk update customer profile data for fields that are commonly updated for many customers, such as the Prefix, Country, or Company.
Integrations
Introduced an email that is sent to the account owner when our system detects that the MS Teams Integration got disconnected.
Introduced an email that is sent to the account owner when our system detects that the MS Teams Integration got disconnected.
Leads
Added the ability for lead creation with QR codes via the admin. An event now can set up leads using a badge scanning provider AND also import and create leads directly in our platform. This currently is only available to our internal team but could be set up for your event upon request.
Added the ability for lead creation with QR codes via the admin. An event now can set up leads using a badge scanning provider AND also import and create leads directly in our platform. This currently is only available to our internal team but could be set up for your event upon request.
Login
Made updates to our instant login email. The 'contact us' link now redirects the user to the event contact us pop-up, if submitted will go to the assigned event support.
Made updates to our instant login email. The 'contact us' link now redirects the user to the event contact us pop-up, if submitted will go to the assigned event support.
Live Feed
Added a moments button to the company-level live feed. The moments links previously only existed at the event level for Live Feeds.
Added a moments button to the company-level live feed. The moments links previously only existed at the event level for Live Feeds.
Profile
Added the ability to enter a user's prefix from the edit screen on the web.
Added the ability to enter a user's prefix from the edit screen on the web. Updated logic that now allows a user's profile image to be saved on the web via a right-click action on the image.
Updated logic that now allows a user's profile image to be saved on the web via a right-click action on the image. Updated the copy that lets a user know that their Office 365 Mailbox connection was interrupted and informs them to reconnect via the options drop-down in their profile.
Updated the copy that lets a user know that their Office 365 Mailbox connection was interrupted and informs them to reconnect via the options drop-down in their profile. Introduced a new option in a user's profile to connect Cadence with their Zoom account so they can use it in 1:1 or group calls, or become the host or co-host for schedule items using the 'User Zoom' integration.
Introduced a new option in a user's profile to connect Cadence with their Zoom account so they can use it in 1:1 or group calls, or become the host or co-host for schedule items using the 'User Zoom' integration. Updated the display and steps to set a user's attendance status. Also removing an unnecessary click from the workflow.
Updated the display and steps to set a user's attendance status. Also removing an unnecessary click from the workflow.
Reports
Added additional columns for the opt-in/opt-out status to the Appointment Attendance Status report. This info was previously only visible on the single PDF attendance reports but now is available for the full Excel version as well.
Added additional columns for the opt-in/opt-out status to the Appointment Attendance Status report. This info was previously only visible on the single PDF attendance reports but now is available for the full Excel version as well.
Schedule
Added the ability to send an email to any co-host that is yet to connect Cadence to their Zoom account in order to become a proper co-host for a schedule item.
Added the ability to send an email to any co-host that is yet to connect Cadence to their Zoom account in order to become a proper co-host for a schedule item.