New Updates for Week of July 10, 2023
Please find below a list of our latest updates that are now LIVE.
Appointments
Implemented the option to download a PDF report for all room location availability for a selected day.
Implemented the option to download a PDF report for all room location availability for a selected day. Updated the appointment analytics 'By Day Chart' to now include the days that fall outside the actual set event dates when there are appointments.
Updated the appointment analytics 'By Day Chart' to now include the days that fall outside the actual set event dates when there are appointments. Made updates to the settings of Objectives and Topics at the event level to inform that the specific ones are overall account settings that can be changed there.
Made updates to the settings of Objectives and Topics at the event level to inform that the specific ones are overall account settings that can be changed there. Made it possible to set if Objectives are optional or required. This setting is available under permission at the account level.
Made it possible to set if Objectives are optional or required. This setting is available under permission at the account level. 
Improved our Thank you Emails that have a button per each occurred appointment to trigger a thank you email template. Some email clients were not able to open these before our changes.
Improved our Thank you Emails that have a button per each occurred appointment to trigger a thank you email template. Some email clients were not able to open these before our changes. Addressed a logic issue that would allow booking a room that organizers have no access to. These appointments didn't have a room selected and then were booked via the ask customer link which it picks from any room possible.
Addressed a logic issue that would allow booking a room that organizers have no access to. These appointments didn't have a room selected and then were booked via the ask customer link which it picks from any room possible.
Customers
Implemented a Customer Info PDF with customer details and engagements that can be downloaded from a customer profile or via bulk actions on any of the customer list pages.
Implemented a Customer Info PDF with customer details and engagements that can be downloaded from a customer profile or via bulk actions on any of the customer list pages. Implemented the ability to create customer lists at the account level not just at the event level. You can copy any account-level list to any event, and any event customer list to the account level.
Implemented the ability to create customer lists at the account level not just at the event level. You can copy any account-level list to any event, and any event customer list to the account level.
Event
Added the ability to set two events as partner events via the event settings on admin. This is needed to invite partners to appointments from a separate company and event.
Added the ability to set two events as partner events via the event settings on admin. This is needed to invite partners to appointments from a separate company and event.
People
Fixed an issue for attendees on admin that would not respect filter settings when trying to send emails in bulk. It would always try to send it to all attendees instead.
Fixed an issue for attendees on admin that would not respect filter settings when trying to send emails in bulk. It would always try to send it to all attendees instead. Addressed an issue that would not duplicate one email template to a new email template.
Addressed an issue that would not duplicate one email template to a new email template.
Reports
Updated the email reporting to now show the actual open status per user for any emails sent to attendees of an event.
Updated the email reporting to now show the actual open status per user for any emails sent to attendees of an event. Fixed an issue that gave an error message when trying to download schedule reports due to special characters in the schedule item titles.
Fixed an issue that gave an error message when trying to download schedule reports due to special characters in the schedule item titles.
Schedule
Added a refine filter to the schedule list view on admin for 'speakers'.
Added a refine filter to the schedule list view on admin for 'speakers'.
Symphony
Updated the Interprefy instruction copy when the integration is being used for a Symphony. This was done to reflect the updated workflow of the integration.
Updated the Interprefy instruction copy when the integration is being used for a Symphony. This was done to reflect the updated workflow of the integration.