New Updates for Week of July 30, 2024
Please find below a list of our latest updates that are now LIVE.
Account Management
Appointment ICS Settings: Updated admin settings to allow for conditional logic to customize invite formats for ICS-based appointments. Admins can choose between sending a straightforward single email with plain text and ICS attachment or a multi-email HTML sequence that requires several steps before sending an ICS invite.
Appointment ICS Settings: Updated admin settings to allow for conditional logic to customize invite formats for ICS-based appointments. Admins can choose between sending a straightforward single email with plain text and ICS attachment or a multi-email HTML sequence that requires several steps before sending an ICS invite.
Appointments
Request Form Configuration:
Request Form Configuration: - Disabled Topics/Objectives in the appointment request form on admin when not enabled in the main appointment settings, ensuring interface consistency.
- Introduced an 'Auto Required Meeting Attendee' setting that automatically designates attendees as required, streamlining the scheduling process and ensuring key participants are included in critical meetings.
Template Functionality: Added the ability to duplicate appointment form templates, simplifying the creation process for recurring appointment types.
Template Functionality: Added the ability to duplicate appointment form templates, simplifying the creation process for recurring appointment types. Resources: Expanded file type support for Excel, Powerpoint, Word documents and updated the overall resource icons for a clearer, more functional resource library.
Resources: Expanded file type support for Excel, Powerpoint, Word documents and updated the overall resource icons for a clearer, more functional resource library. Filters: Implemented a new resource filter to easily identify appointments with or without resources.
Filters: Implemented a new resource filter to easily identify appointments with or without resources. Fullscreen Details View: Updated the appointment fullscreen details view interface as part of ongoing UI improvements.
Fullscreen Details View: Updated the appointment fullscreen details view interface as part of ongoing UI improvements. User Domain Verification: Updated the 'Add People' feature in appointments to include a warning when creating new customers if a restricted user domain is set. This ensures organizers are alerted before adding individuals from specified domains, enhancing compliance and control over customer additions.
User Domain Verification: Updated the 'Add People' feature in appointments to include a warning when creating new customers if a restricted user domain is set. This ensures organizers are alerted before adding individuals from specified domains, enhancing compliance and control over customer additions.
Registration Formatting: Resolved an issue on the appointments registration page where line breaks were not displayed, which previously disrupted the formatting.
Registration Formatting: Resolved an issue on the appointments registration page where line breaks were not displayed, which previously disrupted the formatting. Double Booking Control : Addressed issues allowing double booking of rooms, enforcing stricter scheduling conflict management.
Double Booking Control : Addressed issues allowing double booking of rooms, enforcing stricter scheduling conflict management.
Companies
Automatic Appointment Confirmation: Introduced a setting for automatic confirmation of appointments per company, allowing for more configuration flexibility.
Automatic Appointment Confirmation: Introduced a setting for automatic confirmation of appointments per company, allowing for more configuration flexibility.
Customers
Display Fix: Corrected display issues with the Attending/Not Attending pills in the customer list view.
Display Fix: Corrected display issues with the Attending/Not Attending pills in the customer list view.
Global
Filter Enhancement: Improved the saved view functionality in filters, now clearing the name of a newly created saved view to avoid duplication.
Filter Enhancement: Improved the saved view functionality in filters, now clearing the name of a newly created saved view to avoid duplication.
Live Feed
Display Fix: Fixed a display issue where not all posts were showing in the live feed, ensuring full visibility.
Display Fix: Fixed a display issue where not all posts were showing in the live feed, ensuring full visibility.
Menu
Menu Layout: Enhanced menu items to support two-line labels for nested menu options, improving readability.
Menu Layout: Enhanced menu items to support two-line labels for nested menu options, improving readability.
People
Email Deliverability:
Email Deliverability: - Enhanced sorting options for email deliverability issues, focusing on recency to aid troubleshooting.
- Improved email handling by introducing a deferred re-check for emails initially marked as undeliverable, enhancing communication reliability.
Event Check-Ins: Added functionality to export event check-in reports from web, facilitating event management and record-keeping.
Event Check-Ins: Added functionality to export event check-in reports from web, facilitating event management and record-keeping.
Registration
Schedule Item Registration: Expanded the functionality of our event registration website builder to allow attendees to register for specific schedule items during the sign-up process. This enhancement provides organizers with flexible setup options, enabling precise attendee management and streamlined schedule item enrollment directly from the registration page.
Schedule Item Registration: Expanded the functionality of our event registration website builder to allow attendees to register for specific schedule items during the sign-up process. This enhancement provides organizers with flexible setup options, enabling precise attendee management and streamlined schedule item enrollment directly from the registration page.
Reports
Event Report Clarity: Updated the verbiage in the final event report related to live feed engagement for enhanced clarity and understanding.
Event Report Clarity: Updated the verbiage in the final event report related to live feed engagement for enhanced clarity and understanding.
Schedule
Pop-Up Confirmation: Implemented a new pop-up to confirm actions when unregistering from any schedule item on details or list view pages, preventing accidental changes.
Pop-Up Confirmation: Implemented a new pop-up to confirm actions when unregistering from any schedule item on details or list view pages, preventing accidental changes. Notifications: Added the capability to edit the timing of automatic schedule item reminder notifications, offering more customization.
Notifications: Added the capability to edit the timing of automatic schedule item reminder notifications, offering more customization. Export Fix: Addressed an issue where exporting large schedules resulted in errors. This update ensures smooth and reliable schedule exports, accommodating larger datasets effectively.
Export Fix: Addressed an issue where exporting large schedules resulted in errors. This update ensures smooth and reliable schedule exports, accommodating larger datasets effectively.