New Updates for Week of August 1, 2022
Please find below a list of our latest updates that are now LIVE.
Appointments
Added logic that when an appointment is run on our Zoom or MS Teams integration, it can detect and match attendees that joined the meeting and automatically check them in after the meeting is over.
Added logic that when an appointment is run on our Zoom or MS Teams integration, it can detect and match attendees that joined the meeting and automatically check them in after the meeting is over. Removed the automated activity note that informed that an organizer or scheduler was 'changed' for a newly created appointment.
Removed the automated activity note that informed that an organizer or scheduler was 'changed' for a newly created appointment. Automated marking a customer as confirmed status IF they checked in for an appointment AND their status for the invite was displayed as pending.
Automated marking a customer as confirmed status IF they checked in for an appointment AND their status for the invite was displayed as pending. Introduced sections for appointment attendees to more clearly differentiate customers versus internal attendees of an appointment.
Introduced sections for appointment attendees to more clearly differentiate customers versus internal attendees of an appointment. Implemented a new ask customer scheduling configuration that if enabled will not allow a customer to book or display appointment availability for a specific timeframe. It is to prevent booking appointments too close to the actual time of booking.
Implemented a new ask customer scheduling configuration that if enabled will not allow a customer to book or display appointment availability for a specific timeframe. It is to prevent booking appointments too close to the actual time of booking. 
Fixed an issue that would cut the appointments create drop-down menu if one of the appointment form templates had a very long name.
Fixed an issue that would cut the appointments create drop-down menu if one of the appointment form templates had a very long name. Companies
Implemented the ability to edit and manage resources of a company details page via the admin. Previously all resources had to be added via the web.
Implemented the ability to edit and manage resources of a company details page via the admin. Previously all resources had to be added via the web.
Customers
Updated the display when adding new customers via the pop-up in a customer list to always also show a customer's email. This makes for easier identification and ensures that you are adding the correct customer to a list.
Updated the display when adding new customers via the pop-up in a customer list to always also show a customer's email. This makes for easier identification and ensures that you are adding the correct customer to a list. Implemented the ability to record notes per customer of a customer list. This will allow users to become more granular when compiling a list.
Implemented the ability to record notes per customer of a customer list. This will allow users to become more granular when compiling a list. Fixed an import error that occurred within the customers' import for lists.
Fixed an import error that occurred within the customers' import for lists. Addressed an issue that would prevent users from seeing all drop-down options when editing or creating new customer records.
Addressed an issue that would prevent users from seeing all drop-down options when editing or creating new customer records.Menu
Fixed issue that would duplicate content from one custom page accessed via a menu to another custom page that didn't yet have content.
Fixed issue that would duplicate content from one custom page accessed via a menu to another custom page that didn't yet have content.
Home
Added the ability to link a home menu tile to a custom page menu item.
Added the ability to link a home menu tile to a custom page menu item. Added the ability to link a home content tile to a specific map or compete team.
Added the ability to link a home content tile to a specific map or compete team.
Leads
Implemented the ability to import leads via the admin and allow a different way of entry of lead capturing besides QR code scanning.
Implemented the ability to import leads via the admin and allow a different way of entry of lead capturing besides QR code scanning.
People
Updated our logic to allow any admin to enable or disable the event check-ins for attendees of an event. It was previously only able to be configured by our team internally.
Updated our logic to allow any admin to enable or disable the event check-ins for attendees of an event. It was previously only able to be configured by our team internally.
Registration
Added the email info per each newly registered attendee to the daily registration summary email.
Added the email info per each newly registered attendee to the daily registration summary email.
Schedule
Introduced the ability for admins to set a maximum limit of elective schedule items that an attendee can add or register for at an event.
Introduced the ability for admins to set a maximum limit of elective schedule items that an attendee can add or register for at an event.
Symphony
Added support for our mobile web version of Symphony to support script-driven embedded content and allow users to join that Symphony on mobile devices.
Added support for our mobile web version of Symphony to support script-driven embedded content and allow users to join that Symphony on mobile devices.