New Updates for Week of November 18, 2024
Please find below a list of our latest updates that are now LIVE.
Appointments
Ask Multiple Customers: Built a new appointment tool for "Ask Multiple Customers" that simplifies coordinating appointments with multiple customers. This reduces back-and-forth communication and streamlines the scheduling process. Key features include:
Ask Multiple Customers: Built a new appointment tool for "Ask Multiple Customers" that simplifies coordinating appointments with multiple customers. This reduces back-and-forth communication and streamlines the scheduling process. Key features include:- A dedicated new link for each customer to select their preferred days and times
- Notification to schedulers once responses are submitted
- Ability for schedulers to review preferences, choose the best time for all attendees, and send out invites
List View Update: Added a new column for appointment duration, providing clearer insights into meeting lengths at a glance.
List View Update: Added a new column for appointment duration, providing clearer insights into meeting lengths at a glance. Custom Fields Help Text: Added improved helper text to the custom fields list in the appointment request form, providing admins with clearer guidance for setting up and managing custom fields effectively.
Custom Fields Help Text: Added improved helper text to the custom fields list in the appointment request form, providing admins with clearer guidance for setting up and managing custom fields effectively. Updated Confirmation: Customers selecting dates and times will now see these displayed in a modal view, rather than on a separate step 2 screen. This keeps customers right where they need to be to confirm or to easily go back to make edits.
Updated Confirmation: Customers selecting dates and times will now see these displayed in a modal view, rather than on a separate step 2 screen. This keeps customers right where they need to be to confirm or to easily go back to make edits. Edit Form: Made the new edit form available to all users, with highlights that this is a new design that will become the standard by the end of December 2024.
Edit Form: Made the new edit form available to all users, with highlights that this is a new design that will become the standard by the end of December 2024. Fullscreen Details View: Reinstated access to the Fullscreen Details View for all users and informing users that it will become the standard by December 2024.
Fullscreen Details View: Reinstated access to the Fullscreen Details View for all users and informing users that it will become the standard by December 2024. Partial Search Implementation: Added partial search functionality to the appointment edit form as well as the appointment request form for improved usability.
Partial Search Implementation: Added partial search functionality to the appointment edit form as well as the appointment request form for improved usability. Confirming Workflow: When invites are turned off for an appointment and attendees are added, the system now prompts the user with options on how to handle attendee invite statuses.
Confirming Workflow: When invites are turned off for an appointment and attendees are added, the system now prompts the user with options on how to handle attendee invite statuses. Improved Customer Contacted Message: Updated the message for the "Customer Contacted" action to clearly explain its function and purpose.
Improved Customer Contacted Message: Updated the message for the "Customer Contacted" action to clearly explain its function and purpose. Cancellation Email Notes: Added activity notes to appointments, logging when cancellation emails are sent for better tracking and transparency.
Cancellation Email Notes: Added activity notes to appointments, logging when cancellation emails are sent for better tracking and transparency. Invite Status Counts: Introduced a feature to display the number of invite statuses (e.g., confirmed, declined) for customers and attendees directly in the appointment view.
Invite Status Counts: Introduced a feature to display the number of invite statuses (e.g., confirmed, declined) for customers and attendees directly in the appointment view. Enhanced Activity Log Notes: Updated automated activity log notes when appointment changes are emailed and when invites are resent.
Enhanced Activity Log Notes: Updated automated activity log notes when appointment changes are emailed and when invites are resent.
Missing Organizer for Request Invite: Addressed an issue where request invites could not be sent due to missing organizer information.
Missing Organizer for Request Invite: Addressed an issue where request invites could not be sent due to missing organizer information. Organizer Auto-Requirement: Ensured that organizers are automatically required when creating an appointment from a customer profile, aligning with expected functionality.
Organizer Auto-Requirement: Ensured that organizers are automatically required when creating an appointment from a customer profile, aligning with expected functionality. Request Form Formatting: Fixed inconsistencies where the formatting of the request form on the web did not match the formatting set in the admin.
Request Form Formatting: Fixed inconsistencies where the formatting of the request form on the web did not match the formatting set in the admin. Copying Assistant for Resent Invites: Corrected the "Resend Invite" feature to ensure assistants are CC'd as expected when using the single email outreach workflow.
Copying Assistant for Resent Invites: Corrected the "Resend Invite" feature to ensure assistants are CC'd as expected when using the single email outreach workflow. Outlook Response Parsing Issue: Fixed an issue where responses to appointment emails from Outlook were not being parsed correctly, ensuring proper handling of email client responses.
Outlook Response Parsing Issue: Fixed an issue where responses to appointment emails from Outlook were not being parsed correctly, ensuring proper handling of email client responses.
Customers
Partial Search Implementation: Added partial search functionality to the customer lists for adding customers and sharing lists with other users for improved usability.
Partial Search Implementation: Added partial search functionality to the customer lists for adding customers and sharing lists with other users for improved usability. Import/Export Consistency: Aligned columns between customer export and import files for better data handling.
Import/Export Consistency: Aligned columns between customer export and import files for better data handling.
Custom Pages
Improved Formatting: Resolved formatting issues caused by copy-pasting text into custom pages.
Improved Formatting: Resolved formatting issues caused by copy-pasting text into custom pages.
Events
- Ensured original request data from the previously captured event types form are displayed in list and calendar view on web.
- Introduced the option to convert an event type into a fully manageable event, enhancing flexibility in event management on admin.
Event Types:
Event Types:- Added a filter and column on list view, and a legend to calendar view to see all list view entries and their respective event type form used.
- Introduced a new admin setting for single and multi-select custom fields, allowing visibility to be filtered based on specific criteria. Users will now only see dropdown options that align with their visibility permissions in lists, calendars, refine filters, and forms. This update ensures that only relevant values are displayed, simplifying user interactions and maintaining data confidentiality.
Leads
Import/Export Consistency: Aligned columns between leads export and import files for better data handling.
Import/Export Consistency: Aligned columns between leads export and import files for better data handling.
Live Feed
Export Updates: Added department, title, and country fields to the live feed export for more detailed profile data.
Export Updates: Added department, title, and country fields to the live feed export for more detailed profile data. Post Moderation: Introduced setting for post moderation, allowing admins to act as moderators to manage content efficiently.
Post Moderation: Introduced setting for post moderation, allowing admins to act as moderators to manage content efficiently.
Login
Event Login Update: Refined page text for users who are not attendees of the event, improving clarity and clear next steps to resolve.
Event Login Update: Refined page text for users who are not attendees of the event, improving clarity and clear next steps to resolve.
Menu
Submenu : Fixed an issue where users couldn’t see the "All Appointments" option in the appointments submenu because of small screen sizes.
Submenu : Fixed an issue where users couldn’t see the "All Appointments" option in the appointments submenu because of small screen sizes.
Notifications
ID Search: Enhanced notifications with the ability to search by schedule item ID when linking to schedule items, improving the set up.
ID Search: Enhanced notifications with the ability to search by schedule item ID when linking to schedule items, improving the set up.
People
Logging Improvements: Enhanced logging for attendee additions and removals to provide better tracking and ability to trouble shoot.
Logging Improvements: Enhanced logging for attendee additions and removals to provide better tracking and ability to trouble shoot.
Registration
Verbiage Update: Updated the registration confirmation text for clearer communication with event registrants.
Verbiage Update: Updated the registration confirmation text for clearer communication with event registrants. Display Issue: Addressed a problem on the registration pages where the list of schedule items incorrectly showed waitlist information when it was not required in this view.
Display Issue: Addressed a problem on the registration pages where the list of schedule items incorrectly showed waitlist information when it was not required in this view.
Reports
Report Fix: Resolved PDF download errors for the schedule reports, ensuring smoother report generation.
Report Fix: Resolved PDF download errors for the schedule reports, ensuring smoother report generation.
Schedule
Bulk Actions: Added bulk action options to assign people/groups to the full schedule item and to update descriptions for any schedule items.
Bulk Actions: Added bulk action options to assign people/groups to the full schedule item and to update descriptions for any schedule items. Track Limits: Introduced the ability to limit the number of schedule items that can be added or registered for by attendees per track for better schedule management.
Track Limits: Introduced the ability to limit the number of schedule items that can be added or registered for by attendees per track for better schedule management.