New Updates for Week of April 20, 2026
Please find below a list of our latest updates that are now LIVE.
Appointments
Appointment Dashboards: Expanded Appointment Dashboards with additional widget data and improved usability for deeper insights.
Appointment Dashboards: Expanded Appointment Dashboards with additional widget data and improved usability for deeper insights.- Added widget data support for Objectives, Topics, Locations, Meta Customer Custom Fields and Appointment Status
- Added dashboard share notification email with access link
Appointment Templates: Internal users can now edit appointment templates created and shared by other users.
Appointment Templates: Internal users can now edit appointment templates created and shared by other users. Ask Customer Email: Updated “Ask Customer In Person” email texts to be more generic and support both segmented and non-segmented appointments.
Ask Customer Email: Updated “Ask Customer In Person” email texts to be more generic and support both segmented and non-segmented appointments. Request Form: Added more flexibility to the Approvers setting by adding an option to enable/disable submission emails to send per each approver.
Request Form: Added more flexibility to the Approvers setting by adding an option to enable/disable submission emails to send per each approver.
Bulk Add Room: Fixed an issue where adding a room via bulk action triggered an error message.
Bulk Add Room: Fixed an issue where adding a room via bulk action triggered an error message. List View Icon: Fixed an issue where the Import icon incorrectly displayed as the Export icon.
List View Icon: Fixed an issue where the Import icon incorrectly displayed as the Export icon. Segmentation Emails: Fixed an issue where updated segmented appointment emails did not include customers as invited attendees in the details.
Segmentation Emails: Fixed an issue where updated segmented appointment emails did not include customers as invited attendees in the details.
Customers
Engagement Page:
Engagement Page:- Introduced a new more customizable map for our company-level Engagements pages.
- Map view now displays underlying engagement details for better visibility.
Customer Lists: Fixed spacing issue for the “List Status” column.
Customer Lists: Fixed spacing issue for the “List Status” column.
Schedule
Advanced Export: Fixed an issue where assigned users were not included in exports when Schedule Items were set to “Specified.”
Advanced Export: Fixed an issue where assigned users were not included in exports when Schedule Items were set to “Specified.”
Travel
Flight Ordering: Fixed an issue where flights were displayed out of order.
Flight Ordering: Fixed an issue where flights were displayed out of order.