New Updates for Week of Agust 4, 2025

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

Appointments
Lady Beetle List view: Resolved an issue where the 'customer country' column content was too extensive, obstructing visibility due to the large number of countries to be displayed.

Customers
Lady Beetle Customer List Bulk Action: Fixed an issue where “Select All” did not function properly when filters were applied to customer lists.
Green Heart Customer Profile:
  • Introduced a new field to assign internal leads within the customer profile to support understanding who owns the relationship for a customer.
  • Released an updated pop-up mode for editing customer profiles, providing a better editing experience.
  • Granted access to the new customer profile full-screen to all users for exploration. It will become standard by the end of September 2025.

Ensemble
Green Heart Touchpoint Ensembles:
  • Now open directly in a full-screen view for more detailed viewing ability.
  • Added support for resource attachments via the new/edit form, similar to other meeting types.
Lady Beetle Saved Views: Resolved an issue where saved views were not respecting default filters when loaded.

Leads
Green Heart Surveys: Surveys can now be collected through leads without automatically creating new customer profiles, providing more flexible lead capture options.

Maps
Lady Beetle PDF Upload Issue: Updated our uploading engine to prevent issues with map PDFs failing to upload in the admin.

Notifications
 Green Heart  Status Columns: Improved clarity and accuracy by now showing separate status columns for scheduled and delivered date/times in the admin notifications list view.

Registration
 Lady Beetle  Paragraph Spacing: Fixed paragraph spacing on event registration pages for consistent formatting between admin and web.
 Lady Beetle  Track Selection: Fixed a bug where the maximum number of selectable tracks wasn’t enforced during schedule item registration during the event registration.

Schedule
 Lady Beetle  Waitlist Cap: Resolved an issue where the public registration waitlist was not capping sign up at the intended 20% threshold.
Lady Beetle Layout Fix: Removed duplicate “Description” labels and unused space from public schedule item registration pages.
 Lady Beetle  Tracks: Resolved an issue where tracks tied to deleted track types were still appearing in the track assignment dropdown at the schedule item level.
Lady Beetle Zoom Recordings: Fixed a bug where recordings were not becoming available if Zoom’s recording setting was enabled after the meeting ended.