New Updates for Week of December 1, 2025
Please find below a list of our latest updates that are now LIVE.
Customers
Customer Engagements Dashboard: Added a graphs section to the the map view for visualizing engagement data.
Customer Engagements Dashboard: Added a graphs section to the the map view for visualizing engagement data. Customer Lists Enhancements
Customer Lists Enhancements- Admins can now enable appointment custom fields for use on customer lists.
- Individual customer lists
- Allow selecting which appointment custom fields should be used during customer list set up.
- When importing or manually adding customers, users can now define objectives, topics, and custom fields per individual customer.
- Bulk actions support editing objectives, topics, custom fields, and priority for selected customers.
- Added list-level refine filters and column options for objectives, topics, and custom fields.
- Users can now edit individual customer entries directly in the list.
Customer Profile View: Made the Fullscreen Customer Profile the default and only supported view.
Customer Profile View: Made the Fullscreen Customer Profile the default and only supported view.
Customer Internal Leads: Fixed an issue where the Internal Lead column failed to import for customers without engagement history.
Customer Internal Leads: Fixed an issue where the Internal Lead column failed to import for customers without engagement history.
Leads
Audio Notes: Admins can now enable the ability to record and store audio notes for the notes menu feature.
Audio Notes: Admins can now enable the ability to record and store audio notes for the notes menu feature.
Registration
Guest Registration:
Guest Registration:- Admins are now notified if capacity is reached when adding guests manually via admin.
- Improvements made to the admin flow for adding and editing guests.
- Clarified the wording for the “Add Guest” button during event registration.
Reports
Material Reports: Added a new column for “Material Type” in the export version of the materials by users report.
Material Reports: Added a new column for “Material Type” in the export version of the materials by users report.
Schedule
List View Updates: Added a new column in “My” and “Full” Schedule views to display the number of attendees currently assigned or registered for schedule items, with a modal to view attendee details.
List View Updates: Added a new column in “My” and “Full” Schedule views to display the number of attendees currently assigned or registered for schedule items, with a modal to view attendee details. Schedule Registration: Clicking on metrics in the admin registration list now applies a quick filter for faster navigation.
Schedule Registration: Clicking on metrics in the admin registration list now applies a quick filter for faster navigation.
Surveys
Submission Logic: Updated logic to ensure submissions are correctly logged even when optional questions are skipped.
Submission Logic: Updated logic to ensure submissions are correctly logged even when optional questions are skipped.