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New Updates for Week of July 18, 2022
New Updates for Week of July 18, 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.

πŸ’š Made some design adjustments for more clarity of the options to our new bulk actions for editing organizers for appointments.
πŸ’š Implemented logic that will auto-add an activity note when an appointment is created from customer lists.
🐞 Fixed an issue that would not allow users to open activity notes for appointments in cancel status.

πŸ’š Added the ability to add secondary emails for Customer records as we noticed they often have multiple. All secondary emails will be searchable to find a customer record too.
πŸ’š Updated logic so that all users of a shared customer list can now bulk create appointments from the list.
πŸ’š The appointments indicator for customers in each customer list will now show all appointments created within the event for this customer - regardless of what status the appointment is in.
πŸ’š Improved our customer email and name matching for imports of customers to a customer list. It includes the ability to create new customers from import if the entry is not found.
πŸ’š Updated logic that now will carry over objectives assigned to customer lists to the appointment when created from within the customer list.
πŸ’š Added Refine filter options for individual customer lists allowing different arrange by' options and filtering by appointment count.

πŸ’š Added a Refine filter on the Events list view in admin for filtering for Test events.
πŸ’š Made updates to the event image labels on admin for more clarity to now differentiate an 'Events Image - Web' and 'Events Image - Tablet and Mobile'.

πŸ’š Updated behavior to truly only enable home V2 or V1 for the home menu at the company level (available for Enterprise only).

πŸ’š Implemented the ability to enable or disable the Leads Sub-menus 'My Leads' and 'All Leads' as well as include the option to rename them.

πŸ’š Made design improvements on how map pins display on the web for better visibility.

🐞 Fixed an issue with the event ICS file that can be downloaded on the Registration page.

πŸ’š Added a refine filter on admin on the attendee's list for Check-In statuses at an event. They are also now included in reporting.

πŸ’š Updated the Collection reports at the account level in admin to allow admins to filter reports by date ranges, events, etc on individual report pages.

🐞 Fixed a logic issue in the speaker imports that would prevent speaker imports if certain values were specified.

πŸ’š Updated our support menu in admin at the event level to include the ability to 'Submit Feedback' and 'Report an issue'.

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