New Updates for Week of September 16, 2024

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

Appointments
Green Heart Attendance Reporting: Enhanced the attendance report by adding columns for City & State, providing more detailed attendee insights.
 Green Heart  Location Availability: Improved the Excel export function for location availability to include notes showing detailed information for each appointment.
 Green Heart  Analytics Dashboard: Updated the analytics dashboard with improved UI/UX, enhancing the visualization of data.
Green Heart Template Customization: Added 'Organizer Title' as an attribute for contact option templates, allowing more personalized communication.
Green Heart List View Enhancement: Updated the mutual request column in list view, adding a pop-up displaying details on all the mutual requests if they are set to "Yes".
Green Heart Appointment Invite Template: Updated the regular appointment invite template to integrate both single and multiple emails. Admins can now see either the 'Single Email Invites' or 'Multi Email Invites' template, ensuring clarity for how this email is sent to attendees.
 Green Heart  Single Email Details: Updated the single email invite to include all necessary details in one comprehensive message (email & ICS), ensuring that attendees have all the information they need in a single, streamlined communication.
 Lady Beetle  Confirm Workflow Issue: Addressed an issue in the confirm appointment workflow not functioning correctly with previously saved appointments.

Events
Green Heart External Engagement Enhancements:
  • Enabled the creation of new customers directly within the event type form, streamlining client management during external engagements.
  • Updated the list page to display single/multi-select filter fields as selectable fields, enhancing the filtering process. This only applies when on event type is displayed in the list view.
  • Enhanced the event type form with the capability to search timezones, improving the efficiency when filling out the form.
  • Improved the date selection feature in the event type form, aiding in the ease of selecting a start and end date.
  • Implemented color coding for answers in single/multi-select custom fields on the List page, increasing visibility and organization.
  • Added a report export function to the List View, enabling efficient data handling and analysis.
  • Addressed and resolved error loading issues on the list page, enhancing site stability and user experience.
  • Applied distinct colors for each event type and congress event on the calendar page, facilitating easier event identification and navigation.
 Lady Beetle  Event Menu Redirection Fix: Resolved an issue where event menu items incorrectly redirected to the account menu, ensuring accurate and intended navigation within the admin panel.

Global
Green Heart Design Enhancements: Improved the design of pop-ups in the list view, offering a cleaner and more engaging user experience.

Home
Green Heart Tile Improvements:
  • Made the tile names display optional on the home page, allowing a more tailored layout.
  • Updated tile image settings to preserve the original background of images with transparency.

Menu
Lady Beetle Theme Consistency: Addressed issues with the color theme not applying to custom menu items, ensuring uniform appearance across all navigation elements.

Schedule
Green Heart Schedule Export: Fixed inconsistencies in the "visible to" column during schedule exports. We are now seperating the column to match the import so it shows a column for 'visibility' and 'Assigned To'.