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New Updates for Week of May 30, 2022
New Updates for Week of May 30, 2022

An overview of this week's web and admin updates

Christina Gerber avatar
Written by Christina Gerber
Updated over a week ago

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

Account Management
πŸ’š Made the "Login Options" setting at the account level available to all admins.

Appointments
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πŸ’š Update the design of the mutual requests designs for better representation of data.
πŸ’š Implemented a new bulk action for changing appointment status from Proposed to Pending if the Ask customer is also enabled/configured for the appointments.
πŸ’š Added the ability to rename the 'ask customer link' attribute for appointment email templates so you can determine how the link is presented in emails.
πŸ’šAdded the ability to change the appointment status from Proposed to Pending if the Ask customer is also enabled/configured for an appointment.
πŸ’š Made updates to the display and scroll of the Options menu for appointment details.
πŸ’š Included the event timezone information in the appointments calendar download.
πŸ’š Implemented the option to use appointment attributes for the appointment name in the appointment template. This is most helpful when creating appointments from the customer profile.
πŸ’š Made sure that when you create an appointment from the customer profile show the already existing appointments for the customer on the appointments form.
πŸ’š Updated logic that now applies the mutual requests refine filter instead of navigating to the mutual list of customers when clicking on mutual requests from within the metrics section on appointments.
πŸ’š Introduced a warning message when an appointment that has Ask Customer enabled but no customer is present and the user is trying to send out an invite.
🐞 Fixed spacing issue when displaying appointments within the Location Availability view.
🐞 Fixed issue where the Location Availability menu item would not display the header correctly if the menu item was renamed via admin.
🐞 Made updates so that users who trigger the appointment template from customers' profiles are not included as attendees IF the template does not specify them as an attendee.

Customers
πŸ’š Added the ability to create an appointment from the customer profile view.
🐞 Fixed an issue that produced an error when trying to export the engagements report from the Customers Engagements pages on the web.

Profile
πŸ’š Introduced a Refer section in each user profile with a link to copy and share Cadence and earn $$ on referrals.

Schedule
🐞 Addressed an issue that would not remove a deleted attendee from any schedule items they had elected or were assigned to.
🐞 Fixed an issue that would prevent event organizers to pull reports for Schedule items.

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