New Updates for Week of July 7, 2025

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

Appointments
 Green Heart  Large Attendee Lists: Enhanced the appointments interface to better support and display a large number of attendees.
Green Heart Appointment Logs: Expanded the admin appointment logs to show additional log details for improved tracking and transparency.
 Green Heart  Attendee Invite Status: Added a new hover on the people column in the appointment list view to quickly show customer and internal attendees invite statuses.

Customers
 Green Heart  Full Screen Customer Profile: We’ve introduced a new full-screen customer profile view, currently available as an internal feature. It offers all the functionality of the previous pop-up, now with a more structured layout—including a persistent left panel for key details, a visual engagement timeline, and dedicated tabs for resources, additional info, and event activity. This update enhances clarity, usability, and access to critical customer data at a glance.
 Green Heart  Customer Creation with DocNexus: Enabled customer profile creation directly from DocNexus integrations for all the different places customers can be created in the platform.
Lady Beetle Customer Lists: Fixed the ability to export filtered views in Customer Lists, including newly added filters.

Custom Pages
 Lady Beetle  Page Duplication: Resolved an issue preventing duplication of custom pages from the event-level admin.

Events
 Green Heart  Timezone Clarity Update: Improved logic to reduce confusion between event timezone settings and location timezones by alerting internal team members of mismatches.

Global
 Green Heart  Button Standardization: Conducted a design audit to standardize button styles and behavior across the platform.

Home
 Green Heart  Home Video Tile: Updated text on admin when video-type home tiles use Vimeo links to clarify how these URLs will open in the mobile app.

Meetings
 Green Heart  Meeting Form: Added the ability to create a new customer directly from the meeting form if they are not found.
 Green Heart  Unsaved Form Warning: Users now receive a warning if they try to leave a meeting form with unsaved changes.
 Green Heart  New Filter: Added a filter option to narrow down meetings linked to a specific congress event.
 Green Heart  Meetings Page: Built a dedicated page for displaying the Ensemble meetings list at the event level.

Menu
 Green Heart  New Custom Menu Options: Included the Ensemble meeting feature in the admin menu configuration options at the event level.

People
 Lady Beetle  Email Editor Fix: Fixed an issue where spacing between email text was not being saved properly, causing spacing issues in sent emails.

Schedule
Lady Beetle Zoom Analytics Fix: Resolved an issue where analytics data was not populating for events using Zoom ISV, ensuring accurate dashboard reporting.

Surveys
 Lady Beetle  Ranking Question Fix: Fixed formatting for long ranking questions to ensure they display correctly on screen.