New Updates for Week of August 12, 2024
Please find below a list of our latest updates that are now LIVE.
Account Management
Appointment Email Response Handling: Introduced a new setting at the account level called 'Select Response Recipient for Appointments.' This allows admins to designate whether schedulers, organizers, a custom email should receive responses to no-reply appointment emails, with a default setting that has this disabled. Please work with our team to set this up for your account.
Appointment Email Response Handling: Introduced a new setting at the account level called 'Select Response Recipient for Appointments.' This allows admins to designate whether schedulers, organizers, a custom email should receive responses to no-reply appointment emails, with a default setting that has this disabled. Please work with our team to set this up for your account. Appointment Email Receipts Handling: Added a new setting for accounts with customized send email set ups, allowing to receive detailed appointment email receipts for sent communications. This feature provides insights into the type of communication, its recipients, and the send date, enhancing transparency and tracking capabilities. It requires manual activation for eligible accounts.
Appointment Email Receipts Handling: Added a new setting for accounts with customized send email set ups, allowing to receive detailed appointment email receipts for sent communications. This feature provides insights into the type of communication, its recipients, and the send date, enhancing transparency and tracking capabilities. It requires manual activation for eligible accounts.
Appointments
List View Customization: Added 'Customer's Country' as a column option in the list view to provide more context at a glance for organizers and schedulers.
List View Customization: Added 'Customer's Country' as a column option in the list view to provide more context at a glance for organizers and schedulers. Bulk Actions: Updated the bulk actions feature to include adding of personal messages to selected appointments, making it more efficient.
Bulk Actions: Updated the bulk actions feature to include adding of personal messages to selected appointments, making it more efficient.
Loading Improvement: Improved the user experience when adding organizers to appointments by implementing a "loading" popup. This feature helps clarify that the system is actively processing, reducing confusion during slower load times.
Loading Improvement: Improved the user experience when adding organizers to appointments by implementing a "loading" popup. This feature helps clarify that the system is actively processing, reducing confusion during slower load times.
Customers
New Engagement Options: Introduced the ability to add ad-hoc engagements in customer profiles, expanding interaction tracking. The engagement form can be customized and set up at the account level.
New Engagement Options: Introduced the ability to add ad-hoc engagements in customer profiles, expanding interaction tracking. The engagement form can be customized and set up at the account level. Engagements Grid View: Updated the grid view to show the status of engagements as Proposed, Pending, Cancelled, or Declined, providing clearer status indicators.
Engagements Grid View: Updated the grid view to show the status of engagements as Proposed, Pending, Cancelled, or Declined, providing clearer status indicators.
Events
External Engagement Enhancements:
External Engagement Enhancements: - Added support for multi-select custom fields, offering more flexibility in data collection.
- Introduced a new setting allowing to choose whether an engagement form is visible for users within the platform or if it is only to be used via the admin.
Global
Date Importing: Fixed inconsistencies in date handling during file imports, improving data accuracy.
Date Importing: Fixed inconsistencies in date handling during file imports, improving data accuracy.
Home
System Tiles: Updated the schedule and live feed icons on home system tiles for better visual consistency and recognition.
System Tiles: Updated the schedule and live feed icons on home system tiles for better visual consistency and recognition.
Menu
Custom Menu: Added the ability to configure and set up a custom menu for our new Event Type at the company level. If enabled it allows the user to access a list or calendar view of any relevant submitted event type entries.
Custom Menu: Added the ability to configure and set up a custom menu for our new Event Type at the company level. If enabled it allows the user to access a list or calendar view of any relevant submitted event type entries.
People
Attendee Addition Issue: Resolved an issue where the search function was not working properly when adding attendees, ensuring smoother event management.
Attendee Addition Issue: Resolved an issue where the search function was not working properly when adding attendees, ensuring smoother event management.
Schedule
List View: Corrected the display in list view where schedule items without an end time incorrectly showed the start time as the end time.
List View: Corrected the display in list view where schedule items without an end time incorrectly showed the start time as the end time.
Surveys
Responsive Design Fix: Adjusted the survey header to prevent misalignment at different screen breakpoints, enhancing the visual presentation on various devices.
Responsive Design Fix: Adjusted the survey header to prevent misalignment at different screen breakpoints, enhancing the visual presentation on various devices.