New Updates for Week of April 10, 2023
Please find below a list of our latest updates that are now LIVE.
Appointments
Added the ability to enable a setting that would exclude the invitee list info when sending customers an ask-customer or regular meeting invite.
Added the ability to enable a setting that would exclude the invitee list info when sending customers an ask-customer or regular meeting invite.
Customers
Fixed a customer list scrolling issue that would prevent a user from scrolling up the list and forcing a user to refresh the screen.
Fixed a customer list scrolling issue that would prevent a user from scrolling up the list and forcing a user to refresh the screen.
Events
Introduced fields on the events team page in admin to allow our internal team to associate internal links to our other systems.
Introduced fields on the events team page in admin to allow our internal team to associate internal links to our other systems.
Materials
Made updates to some of our standard downloadable PDF reports by improving the PDF title naming conventions.
Made updates to some of our standard downloadable PDF reports by improving the PDF title naming conventions.
Onboarding
Introduced the ability to pull in event custom fields into the onboarding steps for an event. This is currently only functional on the web not on the app (but coming soon).
Introduced the ability to pull in event custom fields into the onboarding steps for an event. This is currently only functional on the web not on the app (but coming soon).
People
Implemented the ability to use custom fields that are only applicable at the event level. If they are created they only will show on a user's profile within the event and can be used as fields during the onboarding process to an event. This is currently only functional on the web not on the app (but coming soon).
Implemented the ability to use custom fields that are only applicable at the event level. If they are created they only will show on a user's profile within the event and can be used as fields during the onboarding process to an event. This is currently only functional on the web not on the app (but coming soon).
Reports
Made all survey reports available for an event to any event manager assigned to the event.
Made all survey reports available for an event to any event manager assigned to the event.
Schedule
Implemented a first version to check in internal attendees as well as customers at the schedule item level. This is currently only functional on the web not on the app (but coming soon).
Implemented a first version to check in internal attendees as well as customers at the schedule item level. This is currently only functional on the web not on the app (but coming soon). Adjusted the schedule export to more closely match the columns and info on the import template. This will allow an event organizer to download the event schedule and spot-check settings per each schedule item.
Adjusted the schedule export to more closely match the columns and info on the import template. This will allow an event organizer to download the event schedule and spot-check settings per each schedule item. Fixed an error message displaying whenever the Zoom setting was selected for an online meeting for schedule items.
Fixed an error message displaying whenever the Zoom setting was selected for an online meeting for schedule items.